Editing Plans of Care Header Information

The top of the Content Manager screen shows header information for the plan of care. To edit any of the header information, complete the following steps:

Only administrators or team managers can make edits in the Edit Header screen.

1. In the Content Manager, click the Edit Header link to open the Edit Header screen.
2. Edit any of the following fields/areas:
   • Rename: This field allows you to rename the plan of care. Type a new name for the plan of care in the field.
   • Expiration Date: Click the calendar icon and select the appropriate date or type a date in the field using any of the following 10-character formats: MM/DD/YYYY, MM-DD-YYYY, or MM.DD.YYYY. This is the date the plan of care expires.
   • External ID: Type a new external ID for the plan of care. The external ID is optional, depending on your environment. This ID is output in an export file.
   • Comments: Type new comments or edit existing comments for the plan of care as necessary. Comments are unique to the environment.
   • Edit Module: Click in the Change Module To drop-down list and make a selection from the list to change the module that the plan of care applies to.
   • Edit Institution: Select an institution to associate to the plan of care from the Change Institution To drop-down list.
   • Edit Venue & Event: Click in the Change Venue To drop-down list and make a selection from the list to change the clinical location for the plan of care. Click in the Change Event To drop-down list and make a selection from the list.
   • Edit Team/Edit Owner: Click in the Change Team To drop-down list and make a selection from the list to change the team assigned to the plan of care. Click in the Change Owner To drop-down list and make a selection from the list to change the owner of the plan of care.

     The status of the plan of care determines which fields can be edited. For a Draft plan of care, you can edit all the fields. However, for a Released plan of care, you can only edit the expiration date, comments, team, and owner fields. The Change Module To, Change Venue To, and Change Event To fields are not available for editing.

3. Click the Save button.

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