Assessment and Care Plan Powered by the Forms Module

When creating a new care plan, use the Prefill data option to carry over the previous information to the new CP

1. Care Plan Integration with Forms Module

   • The assessment and care plan are now powered by the forms module.
   • Synkwise can update care plans based on state-specific requirements, displaying them under the assessments and care plans section.

2. Creating a New Care Plan After an Update

   • When a significant update occurs, a new care plan must be created.
   • Existing data from the previous care plan can be pushed into the new version.

3. Understanding Care Plan Versions

   • If you edit an existing care plan, the title will include “Updated” along with the date.
   • Older versions of care plans remain in the system but do not automatically transfer data to newer versions.

4. Finalizing a Care Plan

   • Some fields must be completed before finalizing, such as selecting the plan type and filling in medication details.
   • Ensure all required fields are filled to avoid errors.

5. Carrying Over Data from a Previous Care Plan

   • When creating a new care plan, you will have the option to pre-fill data from a previous care plan.
   • If fields are mapped correctly, relevant data will be carried over.
   • However, if the new care plan has a different structure, data cannot be transferred automatically.

6. Handling Assessments

   • The same process applies to assessments—ensure the correct version is used to pull data from previous submissions.

7. Getting Help

   • If you have any questions, use the help button in the bottom right corner of Synkwise for support.

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