A Guide to Editing and Finalizing Documents. Finalized Documents are designed to prevent editing to maintain their original integrity but if it's essential you can follow these steps to edit the document.
Please follow the step-by-step instructions to better understand the process of Updating/Editing/Create New Assessments, Care Plans and Service Plan
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Identify the Need for Change:
- From "Resident Care" go to the "Care Plan" Option and Open the existing Care Plan.
- Review the completed assessment or care plan. If you notice any errors or omissions, prepare to create a new document by cloning the existing one.
Cloning the Document:
- You can start by creating a new document based on the existing one. This new document will pull all information from the previous version, allowing you to make necessary updates.
Making Changes:
- Update the document with the new information. For example, if the date needs adjustment or changes in personal details such as marital status or a spouse’s name or Primary Language, these can be modified in the new version.
Finalizing the New Document:
- Once the changes are complete, finalize the new document. Ensure it accurately reflects the current situation or information.
Deleting the Previous Version:
- To prevent any confusion, delete the outdated version of the document once the new one is finalized. This ensures that only the most accurate and up-to-date information is available.
Applying the Process to Assessments and Care Plans:
- The process outlined above applies equally to both assessments and care plans. Whether you are working with a patient’s initial assessment or updating a care plan, cloning, and editing provide a reliable method for maintaining document accuracy.