Creating a Care Plan Template Printout

1. Care Plan Templates are used to print Care information to a custom template that you have created. First, Navigate to Care > Care Plan Templates.

2. From this screen you will see all already existing templates in the left hand column of the page. In the column on the right will be an index displaying all standard bookmarks.

3. Create your printout on a word document. 

Include Key Information:

• Add placeholders for details such as the student’s Name, Age, and Contact Information (you can bookmark this information from the students record).
• Insert any necessary images.
• You can also create bookmarks for any Statements and Questions.

Bookmarks can be created from a standard list, as seen in step 2, or custom bookmarks can be created to pull information directly from a Care Statement's textbox.

• Standardised Bookmarks follow the formula of [db:Example] where the word Example is replaced by a bookmark from the list as shown in Step 2.
• Custom Bookmarks use the formula [db:ST##] where the Hash Signs are replaced by the Care Statement number which can be found via Administration > Standard Values > Care Statements. The number is shown as the end of each statement as per the screenshot below.

Here is a simplified example on a word document using default and custom statements (before uploading the document and assigning to a student).

4. When the word document is complete, select Add New.

5. Enter the care plan name into the Title textbox.

Choose File and upload the word document you created. 

Click Save.

6. This template will now appear in the Templates section.

You can click the Downward Arrow icon to download the template.

Clicking the Trashcan icon will delete the template.

7. To download / print care information to a template, navigate to Care > Care Plan Detailed.

8. Select Options > Change Student.

9. Choose your Student using the Dropdown boxes.

Click Close when finished.

10. Select Options > Print to Template.

11. Choose your template from the Dropdown.

Click Print.

12.  You will receive a task alert of the finished template print.

Click the Stopwatch to view your alert.

Click 'Task Finished: Template Print' to download the document.

13. Here is what the finished product will look like when viewing the downloaded document.