Finding Plans

How can I add a care plan template?

Click 'Add plan template' and complete the subsequent form.

What should I use the green, amber and red boxes for?

  • Green box: the plan for normal care
  • Amber box: the plan of what treatments the patient should switch to when the condition worsens
  • Red box: the plan of what treatments the patient should switch to while seeking urgent medical help

Once you have finished with a plan, you have two options:

  • Save draft - this means you can get back to it later
  • Make active - the template is immediately available for your clinicians to use

Can I edit an active template?

When a template is created and made active it cannot be edited. However if you would like to make a change such as renaming the plan you can duplicate it and edit the new version.

What about symptoms/measurements/laboratory results?

Any symptom, measurement, or laboratory result that can be recorded in PKB can be included for tracking within a care plan. When a patient's record is updated, the data will automatically be populated in the care plan.

How do I export data from a care plan?

From the plans page, click on 'Export' next to the plan name. Choose the professional who you want to receive the data and select 'Latest' or 'All', depending on your preference. Latest will download the newest version of the care plan, whereas All will download every version. When the export has completed, the professional will receive an email notification with a link to the 'Plans' tab.

Please note that exporting the data may take a long time because the system decrypts each patient's account and harvests the data from all data sources.

Understanding the export

The exported spreadsheet contains data for patients with the same template. Each patient's data is in one row. The column headings are the headings of the fields in the template. The value in each cell is the latest value for that patient and that column.

Although a coordinator can start off the export, only professionals can receive the data.

How do I create a new care plan template?

To create a new care plan template, please contact PKB with a mock up of what you need the template to contain and we can create this for you.