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      Completing Care Plans, Service Plans, & Assessments in Synwise

      The tutorial video below quickly explains how it's done!

       

      Quick Guide to Editing Assessments and Care Plans

      1. Purpose of the Application

        • Designed to maintain the integrity of finalized documents.

      2. Workaround for Editing

        • Clone the document to make changes without altering the original.

      3. Steps to Edit / Modify

        • Identify the need for changes in the assessment or care plan.

        • Create a new document by cloning the existing one.

        • Update the necessary information (e.g., dates, details).

        • Save the new document and delete the previous version (If necessary).

        • Finalize the edited document to complete the process.

      4. Finalizing the Edits / Changes

        • Delete the previous version to avoid confusion.

        • Finalize the edited document to ensure completion and accuracy.

      5. Functionality

        • The process of editing is the same for both Assessments, Care, and Service Plans.