Creating a Care Plan Template on Databridge

Created by Hannah Whitaker, Modified on Tue, 30 Jul at 10:43 AM by Zeke Derbyshire


1.  To create a Care Plan on Databridge, navigate to Administration > Standard Values > Defaults > Care Statements




2. Clicking Care Statements will open a new window where any already created Care Statements on your Databridge can be viewed. 



3. To create a new Statement click File > Add Master Category.



4. Clicking Add Master Category will open a new window for you to populate. Within this window you can add the label for the new Category you are making in the Category field, then clicking Save. In this example I am going to be adding a new Individual Profile category. 



4.1. Clicking Save will take you back to the Care Statements page, where you will now see the new Category, we added. 



5. Now that the Category is in place, we can start adding any subcategories/statements. Subcategories are essentially folders, and your statements build up the bulk of the care plan features, as displayed in the examples attached. To add a subcategory/statement, simply click on the newly made Category and a new window will open. 



6. To add a sub-category click Add > Add Sub Category



6.1 Clicking Add Sub Category will open a new window not dissimilar to the Category window earlier. Add your Sub Category and click Save



7. Clicking Save will take you back to the Care Statements page. Clicking the + symbol by the new Master Category will now display your Sub Categories. You can repeat this process to add as many Sub Categories as you require. 



8. Once you are happy with your Sub Categories, you can now click one of them which will generate a window as before. Clicking Add will allow you the option of adding further sub categories, or in this example, we are now going to click Add Statement.  



8.1. Clicking Add Statement will open a new window where you can now add the Statement, and any Default Notes you want to appear when this statement is selected on the Care Plan, then click Save



8.2.  Clicking Save takes you back to the Sub category window, where you can add as many sub categories or statements as you require. When you have added these, click Save



9. Clicking Save will take you back to the Care Statements page. Now when you click the + symbol by your sub category, it will now load your statements below. 



10. To add questions within a statement click the statement and a new window will open. 



11. To add a Question, click the Action button > Add Question



12. Clicking Add Question will open a window where you can add the Label and the Field Type. In this example I am going to add three questions: Top, Waist and Leg Length. I will set the Field Type to Text. Click Save to add the Question and add as many as you like repeating those steps. 



12.1. Clicking Save will show you the list of questions you have added within the Statement window. Click Save when you have added all your questions. 



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