Client assessment
and care plan

Once a care plan is generated, you can export it as a PDF or Excel file. The PDF should be easily printable.

You can add tasks to each page individually if they are unique to the client. From the Admin settings, you can also add tasks that will appear by default in every assessment.

Yes, the system is integrated with the caregiver mobile app, so you can send an alert to notify the caregiver that a change has taken place.

A caregiver can provide information on the care plan for a client at any point if he or she is provided with the opportunity to write down their observations and changes in the client's condition, care needs, or responses to interventions.

In most cases, this takes place during the routine updates or assessments by completing their role. Caregivers should also document relevant information clearly and ensure it is consistent with the overall care plan set up by health professionals.

They must also follow the agency's policies on documentation and always keep clear communication with the care team to ensure coordinated care.