ℹ️ The care plan allows you to enter in decisions reached during conversations between the individual and health and care professionals about future plans and also records progress.

It is based off of the PRSB Personalised Care and Support Plan Standard.

Creating a new care plan

To create a new care plan, click non the + button in the top right corner of the section.

Care plan details

The care plan details are where you will add the base information which will be expanded upon in the later sections.

You an add in a person's strengths, as well as needs, concerns and problems. For both of these, you can add in as many as you need, just press enter after each one to save it.

⚠️ In order to use the goals and hopes section, the needs, concerns & problems section needs to be populated.

Goals and hopes

This section covers the overall goals, hopes, aims or targets that the person has. Including anything that the person wants to achieve that relates to their future health and well-being.

To add a goal and hope, click the + button, before selecting the need, concern, or problem that it relates to from the dropdown menu.

There are fields for the goal status to indicate progress of a goal and you can also log the outcome including any comments recorded by the person.

Actions and activities

Actions or activities the person or others plan to take to achieve the person's goals and the resources required to do this. Here you can log:

✅ You can add as many actions and activities as you need by clicking "+ Add another Action and Activities"

Stage goals

A specific sub-goal that is related to the overall goal as agreed by the person in collaboration with a professional. You can log:

✅ You can add in as many sub goals as you need by clicking "+ Add another stage goal"

Care funding source

In health and social care there may be different sources of funding (e.g. personal budget/personal health budgets) to meet the aims and goals of the person.

This ‘Care Funding Source’ section should only detail the source of the funding so as to support easy resolution where a question about funding arises. The information should not include the details of the funding, which will be held in separate documents.

Location of where support plan is prepared

This is where you can log where the care and support plan was prepared.

Care plan review

You can log the last review date as well as planning the next review date in this section. You are able to record:

Agreed with person or legal representative

Whether the plan was discussed and agreed with the person or a legitimate representative.

Performing professional

Enter the information about the person who prepared the Care Plan. The available fields are:

ℹ️ It is possible to add in multiple performing professionals if needed.

Person completing record

Enter information about the person completing the record. You have the same fields as the performing professional, however you can add multiple people completing the record.