Assessment & Care Plan
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      3. Assessment & Care Plan

      Upload a Signed Care Plan

      Upload your completed and signed service plans to stay organized and compliant

      FAQ: How do I add a signed service plan?

      1. Navigate to the Care Plans Page

        • Open Synkwise and go to the Care Plans section.
        • You will see a list of previously uploaded care plans.
        • A folder with a clipboard icon means a care plan was uploaded as a PDF.
        • A clipboard with a pencil icon indicates a care plan created using the Form Builder.

      2. Delete an Existing Care Plan (If Needed)

        • If you need to replace an existing care plan, delete the previous version before uploading a new one.

      3. Upload a New Care Plan

        • Click on the Upload button.
        • Select Upload Document and browse your computer for the signed care plan (PDF format).

      4. Select Care Plan Type and Date

        • Choose the appropriate care plan type (e.g., Routine Care Plan).
        • Enter the date the care plan was completed.
        • Set a renewal reminder (e.g., six months or one year from the completion date).

      5. Finalize the Upload

        • Ensure the care plan is 100% complete before uploading.
        • Click Upload and wait for the system to generate a new care plan number.

      6. View and Manage the Uploaded Care Plan

        • Click View to see the care plan in PDF format.
        • You can download, email, or send it for signature.


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