Add Care Delivery

Care Delivery is an umbrella term for Care Plans, Support Plan Addendums (SPA), etc.

To add a Care Delivery:

  1. Go to Clients > Current Clients and find the Client record.
  2. Go to the Care tab.
  3. Go to the Care Period section of the page and make sure you have a Care Period for the Client.

  4. In the Actions column, click the Care Delivery icon for the applicable care period.

    Care Delivery Icon

  5. The Select Document Template window opens. Choose a document by clicking on it, and then click the Select button.

    Select a document template by clicking on it, and then click the Select button.

  6. The Add Care Delivery page opens, displaying the Care Delivery form. Complete the form and sign it.
  7. Click Finish.

Other Resources

Add a Care Period