Transferring Data from an Outdated Care Plan Template to the New Care Plan Template
Transfer data from an old care plan version to a new care plan after updates have been made
FAQ: I'm trying to create a new care plan, and none of the information from the old care plan carried over. Where is my data?
1. Open the Resident’s Latest System Default 1 Care Plan
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Navigate to the resident profile.
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In Care Plans, click View next to the plan labeled Care Plan — System Default 1.
2. Finalize the Old Care Plan (If Not Already Finalized)
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Inside the open plan, click Finalize.
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Confirm the action.
3. Create a New Care Plan and Pre-Fill Data
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Back on the resident’s Care Plans list, click New Care Plan.
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In the creation dialog, turn on Pre-Fill Data from Other Source.
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From the drop-down, select Care Plan — System Default 1.
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Click Create.
4. Review and Finalize the New Negotiated Care Plan
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Confirm that all expected sections are populated.
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Complete any new required fields added in the Negotiated template.
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Click Finalize when ready.
Important Notes & Limitations
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Works only on in-app care plan instances. If the original plan exists only as an uploaded PDF, the pre-fill option will not detect it.
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Sensitive resident data is transferred exactly as stored; redact or update information as needed before finalizing.
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You can repeat this process whenever further template updates occur.