Create or Edit a Care Plan Template

MedicalDirector Care includes a set of care plan templates. Create your own care plan template by using one of the supplied templates as a base.

About this task

The following instructions cover creating new templates and can assist with editing templates you have already created.

Procedure

1. From the MedicalDirector Care widget, select Manage Templates.
   
   
2. The Template Management window appears. By default, you are presented with the Supplied tab as shown in the example below. The Customised tab is where your customised templates will appear once you have created one. To create your first customised template, you must first select a supplied template to base it on. In our example, we are going to select the Multidisciplinary Care Plan template as shown in the example below.
   
   
3. After selecting a base for your new template, you will be presented with a list of patient problems, needs and conditions to choose from which can be added to your new template.
4. Select 1 or more items to add to your new template.
5. You can rename as existing item by clicking its associated button.
6. You can create a new item by clicking Patient problem, need or relevant condition.
7. In our example, we have selected 'Recurrent Skin Cancer Risk'. Select at least one item to add to your new template, and click Edit Temlate.
   
   
8. You will be presented with the details of your first selected item. In our example, it's the Recurrent Skin Cancer Risk item.
   
   
9. If you have selected multiple items to edit, you can toggle between them via the panel on the left of the window. In the following example we want to edit our Obesity plan details, so we select it here.
   
   
10. At the top of the window, you are presented with the various goals associated with the item you selected. The example below shows our Obesity item and 3 goals we have associated with it: Bio-Medical Blood Checks, Blood Pressure, and Cardiovascular Risk.
    • Add a goal by clicking
    • Switch between goals by clicking the title.
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11. Under each goal are associated Progress, Health Needs, Metrics and Measurements, and Tasks.
    
    
12. You can edit each section of the goal. For example, to add a new metric, click Add Metric.
    
    
13. Similarly, you can insert additional tasks. Add Task.
    
    
14. When you have finished editing the template, click Save Template located at the top-right of the editing window.
15. You will be prompted to name the new template, and optionally give it a description.
    
    
16. Click Save to save your customised template. Your new template now appears within the Customised list.
    
    

Results