Upload your completed and signed service plans to stay organized and compliant
FAQ: How do I add a signed service plan?
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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.
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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.
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Upload a New Care Plan
- Click on the Upload button.
- Select Upload Document and browse your computer for the signed care plan (PDF format).
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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).
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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.
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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.