Adding New Plans of Care

You can create new plans of care by adding an empty plan of care or by duplicating an existing plan of care and then customizing it the way you want.

To add a new plan of care to any module, complete the following steps:

1. At any location in the Content Tree, click the New link at the top of the content list to open the New Content dialog box.
2. In the Please select a folder box, select the folder where you want to save the plan of care.
3. In the Content Type box, select Plan of Care.
4. Optional: From the Please select a module drop-down list, make a selection.
5. In the Content Name text box, type the name of the new plan of care.
6. Optional: Select the Edit after created check box.

   Selecting the Edit after created check box automatically opens the new plan of care in the Content Editor for immediate editing after you click OK in step 7.

   If you do not select this check box, the system will put you in the content list with the new plan of care already highlighted. Click the Edit button at the top of the content list.

7. Click OK to create the plan of care.

See Customizing and Editing Plans of Care. To add a new plan of care by duplicating an existing plan of care, see Duplicating Plans of Care.

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014