Care Plan

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Touchscreen Care Plan


From the touchscreen, caregivers can utilize the Care Plan to Check In, Check Out, and track specific care tasks called "Services". The caregiver checks in and out using a Touchscreen PIN and has the ability to check off Services as they are performed. Services can only be checked off for the current day. Services can be required or optional, set for a specific time or floating, as well as be set to perform once only or performed multiple times.

Touchscreen Care Plan

Press the "Caregiver" button on the Main Menu to access the Care Plan. The Care Plan will display active (may be checked off) or inactive (cannot yet be performed) Services. A yellow arrow appears in the list to show the current time.

The default view of the Care Plan is always today's date. Press the "Previous" and "Next" buttons to view other days.

Press the "Back to Caregiving" button to return to the Caregiver screen, or press the "Main Menu" button to exit the Care Plan.

Service Type and Status

  • Active Required Services left unchecked are orange. Touching this row will show the Event Details dialog.
  • Active Optional Services left unchecked are green.
  • Inactive Services (Services not currently required) are dark gray with white text.
  • Active Unchecked ToDo Items are orange. Touching this row will show the Event Details dialog.
  • Completed Services (checked) are dark gray and crossed out. Touching this row will show the Event Details dialog.
  • Multi-Check Services (checked) are green and display a large plus symbol.


Required or Optional

  • Required Services must be checked off for a given day. If they are not checked off they will be marked as incomplete in the Care Report.
  • Optional Services can be checked off or left active. They will be included in the Care Report only if they are checked off.


Adding and Editing Services

Caregivers can add, edit, or remove services from the online care portal or from the touchscreen.

Adding a new Care Plan Service from the online Care Portal

Adding a New Care Plan Service from the Care Portal

  1. From the Online Care Portal, go to the "Caregiving" Tab.
  2. Scroll down to the care plan calendar.
  3. Click on a date in the calendar that you would like to add a new service to.
  4. You should be taken to a new page with the current services for that day. In the top of the page, hit the "Add Care Plan Service" Button.
  5. Add a short description of the care plan service.
  1. If you would like the service to be required, check the "Service is required when listed on Care Plan" option.
  2. If you would like the service to be able to be checked more than once every day. check the "Service can be checked multiple times a day" option.
  1. Select a start date from the "Start Date" section by clicking into the field and selecting a date from the calendar that pops up.
  2. If you would like the service to be repeat, click on the drop down menu under the "Repeat" field and select how you would like the service to repeat.
  3. If you would like the service to be able to be done at any time, check the "Service can be done at any time" option.
  4. Otherwise, select a start time for the service by clicking into the "Start Time" field and selecting a time from the pop up window.
  5. If desired, add a location to the Care Plan Service in the "Location" Field.
  6. If desired, add additional notes or instructions to the Care Plan Service in the "Notes / Instructions" field.



Adding a new Care Plan Service from the touchscreen

Adding a Care Plan Service from the Touchscreen / Touchscreen Emulation

  1. If the account has the "Caregivers can modify Care Plan on the touchscreen" option checked, Caregivers can add new Care Plan Services directly from the touchscreen / touchscreen emulation

Step 1: Service Basics

  1. Press the "Add Service" button.
  2. Press the Service Start Date field and select the starting date from the mini pop-up calendar. You can select a future date for a future service or a past date for an ongoing service that started in the past but is repeating.
  3. Press the Service Description field to bring up the on-screen keyboard to add a description for the event. The service description is required.
  4. Use the Check Boxes if the service is to be required, or if it can be repeated multiple times.
  5. Press the "Next" button to continue.


Step 2: Service Time

  1. Use the Check Box if the service can be done at any time.
    or
  2. Press the Service Start Time field and select the starting time from the drop-down.
  3. Press the "Next" button to continue.


Step 3: Service Repeat

  1. Press the Repeat field and select how you would like the service to repeat.
  2. Press the "Next" button to continue.


Step 4: Optional Details

  1. Press the Location field to bring up the on-screen keyboard to add an optional location for the service.
  2. Press the Notes field to bring up the on-screen keyboard to add an optional location for the service.
  3. Press the "Save Service" button to save the service.
  4. Press the "OK" button to return to the Care Plan when finished.