Care Plan Detailed

Created by Harrigan Phillips, Modified on Tue, 08 Nov 2022 at 05:48 PM by Harrigan Phillips

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 (Detailed)

Navigate to the Care Plan Detailed page by clicking on Care in the module list on the left, and then selecting Care Plan Detailed from the dropdown that appears. 

As a default, the Care Plan Detailed page will appear blank. To select a Learner, click on the blue Options button on the right, and from the dropdown select Change Learner. A window will then appear and you can use the filters available to find the relevant Learner. Use the 'As Of' checkbox with the date selector to specify if you only want to view Care Statements added since a certain date.

Along the top of the page there are four options, Care Plan, Events, Documents, and Risks.

Care Plan

This page displays the Care Plan and any Care Statements for the Learner.

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. This will bring up a window with three tabs:


Edit the title of the selected Statement as well as any notes added. Also use the Review Date field to choose a Review Date for this, and specify if you want the Statement to appear on the ILP using the Show on ILP field.

Related Files

This tab lets you add any additional files to a Statement. Simply click on the Add Document button and then select the relevant file accordingly. 

Any Related Files uploaded to the Statement will appear on this tab, and you can delete existing Related Files using the Trashcan icon, or download the file using the Download icon.

Any files uploaded here are only to attach to individual Care Statements, and as such, do not appear on the Documents page of a Learner's record.


Use this tab to apply Risk Assessments to an individual Care Statement. To do so, click on the Add Risk button. 

This will open a window, where you can then Select a Risk Assessment Type, the specific Hazard, as well as the Likelihood x Severity rating and the corresponding RAG rating. Any Risk Assessments linked to a Care Statement will appear underneath the relevant Care Statement when the Master Category it is found in is expanded.

In order for there to be any Assessment Types to choose from, you must first apply these to a Learner's Record. You can read more about this by clicking here.


The Events tab on a Care Plan has three main areas: Upcoming Events, Event Summary, and Audits.

Upcoming Events

If you need to setup a reminder to create Events for certain categories you can do this on the Learners Care Plan. 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:

CategoryThe Event Log category it applies to eg. Medication
FrequencyHow often the Scheduled Event recurs
BetweenDate to start the scheduled event(s)
And Date to stop the scheduled event(s). For a single event, make sure this is the same as the Between field
TimeThe time you wish the Event to be recorded on/by
Details Free text box to include a prompt or details for anyone who will see the Scheduled Event
Monday - SundayThe 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, Care Dashboard or Residence Manager and fill in the event from there. If a user simply adds an Event Log with the same category, the Scheduled Event will not show as complete

Event Summary

The Event Summary area will display a breakdown of any events recorded for a Learner, separated by Event Category, and displaying the date of the event, which user entered the event, as well as recorded amount (where applicable, eg. Medication) and the status of the event.

Clicking on the eye icon next to an event in the Event Summary table will take you to the event details page for that event.

You can change the date range that you want events to appear in the Event Summary area, by clicking on the light blue pill button that reads Last 24 Hours, and from the dropdown selecting a new date range up to 30 days.


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:

CategoryThe Event Log category this Audit is for, eg. Medication, Daily Routine, Weight Recording, etc
BetweenDate this audit will start
AndDate this audit will stop
OptionSelect 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
AmountIf 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 - SundaySelect 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 1000ml. This audit would then check any Events added for that category and that the amount field values entered has totalled 1000 or above.

An example of 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 to 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.


Clicking on the Documents button will take you to the Documents page for that Learner. To learn more about how this area works, you can read this short article here.


Clicking on the Risks button will take you to the Risk Assessment page for the Learner. To learn more about this area, you can read this short article here.

Options Button

By clicking on Options on the right you then have various other features concerning Care Plans at your disposal.

Change Learner

This option allows you to switch between different Learner's Care Plans (See above for more information).


This option opens up a window where you can then set a Milestone Type as well as a specific date with the Date Selector. Milestones are applied to a Care Plan to record a significant date/moment that occurred for a Learner regarding their Care Plan. To configure Milestones, go to Administration > Standard Values > Defaults > Care Plan Milestones.

Review Details

This option opens a window and allows you to set the Last Review Date that took place regarding this Learner's Care Plan. Use the top field to select the relevant date, and the bottom field to select the relevant Staff member from the dropdown. Click the blue Save button to save the last review date.

Bulk Update Review Dates

This option allows you to set review dates but for each Statement, and by specifying if you only want to update the Learner's Statement review dates that already have a Review Date set, or for All Statements, as well as give you the option via a dropdown menu of how long a time period you want to update the review date by.

Clean Plan

This option will search for any duplicate Statements added and remove them from the list.

Print Plan/Print to Template

Selecting Print Plan 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, including the following:

Select All
Ticks all available boxes (excluding the Important Information checkbox)
AddressAdds the Learner's Address to the printout
Contacts marked for Care PlanLists any contact information as set on the Learner's Contacts Tab that has the 'Show on Care Plan' field ticked
Consent BoxAdds any consents for the Learner to the printout
DisabilitiesAdds any disabilities as set on the Learner's Disability/ESR tab
Staff LinksAdds any Staff links as set on the Learner's Internal Tab to the printout
RisksAdds any Risk Assessments to the printout
Important InformationAdds any text input in the Learner's Important Information field on the Basic Tab


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.

To learn more about the Print to Template option, you can read the following article here.

Many Databridge users provide a word copy of their own Care Plan so that Databridge will then print to this directly and have it as an option in the Options area. Please contact us if you would like to print directly to your own Care Plan document.

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