The Care Plan folder contains tasks and activities required for care during a visit. These are found on the HSO and are Assignable or Delegable. Delegable tasks require clinical observation and in some cases are entered into Procura only by nurses. Check with your team on who enters Delegable tasks.
Note: Care plan activities should never be added to the client order or visit as this will cause issues in Procura Mobile.
For a detailed description of how to enter the data from the HSO, see Transcribe the PARIS HSO into Procura.
Add a Careplan Activity
1. Go to the Care Plan folder.
2. Click
3. Use the arrows to move the tasks from the bottom available activities list to the top list.
Note: Some activities are listed with Assignable or Delegable options, select only the appropriate one.
6. After adding all the required Careplan tasks, click Close.
7. Add the Detailed Descriptions to each task.
a) Double-click into the first Care Plan Activity.
b) Copy/paste the Task Information from the HSO into the activity’s Detailed Description field. Indicate which day(s) of the week and time(s) this activity is to be performed.
c) Move to the next Care Plan Activity by clicking the (>). Do this until all activities have the correct descriptions entered.
5. Click OK when done.
Remove a Careplan Activity
Only remove a Careplan activity if you entered it by mistake. Otherwise, always archive Careplan tasks as per the HSO to keep history.
1. Click
2. Select the task you want to remove > use the arrows to move that task from the top to the available activities section.
3. Close.