Care Plans/Scheduled Service Section in Client Profile
After a quote is accepted, a draft Client Care Plan is automatically created in the Care Plans/Scheduled Service section of the Client Profile. This section is used to set up and manage the client’s service schedule, which is later used for rostering and assigning staff.
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To access this section:
- Open the Client Profile.
- Select Care Plans/Scheduled Service.
The Care Plans/Scheduled Service section allows coordinators to update important care instructions, define service goals, and organise recurring services based on the client’s needs. It serves as the central place where the client’s care requirements and service schedules are documented.
The Care Plan is an essential part of the client profile because it determines how services are delivered on a regular basis to meet the client’s needs. It outlines:
- What type of support the client should receive
- How the support should be delivered
- Who is responsible for delivering the service
Care plans are created based on each client’s individual needs, so they may vary from client to client. However, all care plans serve similar purposes, including:
- Documenting the care and services the client should receive
- Supporting consistent care delivery regardless of which staff member is on duty
- Helping coordinators identify, plan, and manage the client’s care requirements
By recording this information in the Care Plan, staff have clear guidance on how to deliver services that align with the client’s assessed needs and care goals.
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