Sarah Kelsey and Merina Martin discuss what care plans look like within CareLineLive and where care planning-related information can be added, focussing on:
- Creating client records from scratch for new service users
- Navigating the sub-menu to find the care planning-related tabs across the client's record
- Understanding the Profile tab for addresses and People tab for important contacts
- Writing effective care plans for a specific scenario
- Utilising the available client assessments to help remain compliant with certain standards
- Exporting assessments individually and in bulk
- Uploading PDFs to the client's Documents tab to make them visible in the carer companion app
- Using Rota Comments and Care Package Summary on the Overview tab to highlight key points to carers
- Using the client's Schedule tab as a template for the client's permanent/regular/agreed visits
- Using the client's Medical tab to record medical conditions, injuries, and medications
- Understanding the difference between the Medical tab and the Tasks tab
- Download the care package summary PDF from the Overview tab to find key information into one place
- Using the client's Reviews tab to be notified of expirations on the Dashboard
- Outlining strengths, needs, goals, actions, and suggested strategies with the care planning tool
- Recording advanced statements, additional support plans, contingency plans, and formulations
- Customising the care circle roles to make them more suitable for family members and friends
- Customising the Document Types in Settings to make them more accurate to record and easier to find