Care Plans

Created by Tyron Brown-Peters, Modified on Fri, 29 Jul 2022 at 12:41 PM by Tyron Brown-Peters

Also known as Support Plans, Care Plans are used to record the overall plan of looking after the Learner and can encompass as much as required possibly including categories such as Medication, Allergies, Toileting, Dressing, Eating, Wellbeing etc.




Locating Care Plans

Navigate to Care -> Care Plan (v2) in the left hand navigation menu. If you cannot see or access this then you do not have the relevant permission.


By default, it will load the Care Plan for the last Learner record you viewed. To change to a different Learner, click the Options in the top right and select Change Learner. Using the filters as required, change the dropdown to the Learner you would like to see and the screen will change accordingly. You can simply close the modal to continue.


As well as the Learner you can also change the Care Plan on display via the following:

  • Options -> Change Learner. Tick the As of date option and select a relevant date. This will change the display to show the Learners Care Plan as it was on that date.
  • Options -> Milestones. These are added when setting a milestone for Care Plans overall e.g. Term1, Care Review etc. Selecting one will set the as of date options above as per the milestone date.

To browse the details of the Care Plan, click on the down arrow or each Category to see the Statements underneath.


Next to each Category and at the top of the screen, it will indicate the last date/time/staff that updated this Care Plan.


You can also use the Events option at the top to see related Event Log entries for this Learner and the Documents option so see that Learners document area.



Adding / Editing Statements

To build a Care Plan, you essentially need to add Statements to it. Click on the Add Statements button and you will get the list of Categories and Statements setup as per the article before this one. If you do not see anything, you should go back to that article and set some up.


From here, you have the following options:

  1. Click on the down arrow next to a Category to see the Statements underneath. Click the + icon next to any to add them.
  2. Click on the table icon next to a Category to add ALL the Statements underneath. 
  3. Click on the + icon next to a Category to add a completely custom Statement for that Category to this individual Care Plan.

When you are happy with the Statements you have selected, click on the Save button and the Care Plan screen will update accordingly.


To edit a Statement, simply click the title/label for it where you will be able to update the following:




Adjust the title/label of the Statement.


Any related notes for the Statement.

Show on ILP

Tick for his Statement to show when printing this Learners ILP.

Number of Staff Required

If applicable no. of staff needed.

Minutes per week

If applicable no. of minutes per week needed.

Days per week

If applicable no. of days per week needed.

Related Files

Here you can upload related documents, images, videos etc. These may be guidance for staff related to this Statement.


Ensure to click Save after making any changes. If you entered any of the fields used to calculate staff time, the bottom right of the Care Plan screen will adjust accordingly to provide a total.



Removing Statements

To remove any Statements from the Care Plan, click on the Remove Statements button at the top. This will display the current statements on the Care Plan, simply click the - icon next to any you want to remove.


When you are happy with your selection to remove, click on the Save button.



Setting Audits


If required you can set audits on a Care Plan which uses the Event Log in Databridge to confirm if the audit was met or not.  Click on the Events option at the top, then locate the Audit Types on the left hand side.


Click on Add Audit and enter the following information as required:





The Event Log category this Audit is for e.g. Medication, Daily Routine, Weight Recording etc.


Date this audit will start.


Date this audit will stop.


Select either Amount or Times per day. Amount will check that field on the Event Log as a total and Times per day will check the number of individual Events.


If option was set to Amount, set the total value you want to ensure was reached. If option was set to Times per day, set the value to how many Events need to be recorded.

Monday - Sunday

Select which weekdays the audit will be checked.


Click Save when you have finished.

An example of using the option Amount, could be where the Category is Fluid Recording and you set the value to 1000. The audit would then check any Events added for that Category and that the amount field values entered has totalled 1000 or above.

An example if using the option Times per day, could be where the Category is Medication and you set the value to 2. The audit would then check that at least 2 Events have been added for that Category.


When audits have been setup, back on the Care Plan on the right hand side is the Audit Calendar.  This will display any audits in either red/green or any days where the audit was expected and it either passed or failed.



Scheduling Events

If you need to setup a reminder to create Events for certain categories you can do this on the Learners Care Plan. Click on the Events option at the top and you will see the Upcoming Events area on the left hand side.


To add a new scheduled Event. click on the Add Scheduled Event(s) button in this area. A modal will appear asking you to enter the following information:




The Event Log category it applies to e.g. Medication.


Date to start the scheduled event(s).


Date to stop the scheduled event(s). For a single event, make sure this is the same day as Between.


The time you wish the Event to be recorded on/by.


Free text box to include a prompt or details for anyone who will see the Scheduled Event.

Monday - Sunday

The weekdays the Scheduled Event will be created for.


When you have finished entering the details, click on the Save button.


Any Scheduled Events created will now be listed in the calendar in the Upcoming Events area.  They will also be listed on the Care Dashboard and Residence Manager screens.


To complete the scheduled event, a user must click on it either in the Care Plan, Dashboard or Residence Manager and fill in the Event from there. If a user adds an Event Log with the same Category, the Scheduled Event will not show as complete.



Printing Care Plans

The Options in the top right has a Print Plan option. Selecting this will prompt you to select the Categories you want to include and any additional details from the Learner record itself to include in the printout.


When happy with what you want to include, click the Print button. When the print is ready it will appear in the alerts area at the top of the screen whereby you can click on it to download it.


Many customers provide a word copy of their own Care Plan so that Databridge prints to this directly and they see this in the Options area as well. Please contact us if you would like us to print directly to your own Care Plan document.


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