Care plans are the most detailed section in the system, and the one that gets scrutinised hardest. An inspector or a family member reading it wants to see it reflects the person in front of them, not a generic template.
That’s where most of the confusion sits. Teams aren’t always sure what the tick and cross toggle actually does, so a section can quietly stop updating from the assessment without anyone realising. Status dots get missed until a plan’s gone red. And it’s easy to assume CareDocs writes the care plan for you, when really it drafts and pulls through information, and personalising it is down to the home.
What this webinar covers
Sam and Steve walk through assessments and care plans as they’re actually used day to day, not just the theory.
You’ll see the difference between third person and direct assessment mode, and how to remove or add sections that aren’t relevant for a particular resident. On care plans, they’ll cover the tick and cross toggle, what the red, amber and green status dots mean, and how to view previous draft or live versions when you need to show what changed and when. There’s live Q&A at the end, so bring your actual questions.
What you'll take away:
- Understand exactly what the tick and cross toggle does, so a locked section doesn’t quietly drift from what’s actually been assessed.
- Know what each status dot means, so an overdue plan gets picked up before an inspection does it for you.
- See how to pull up previous draft and live versions of a care plan using the back button, useful when you need to show a timeline.
- Get clear on which risk sliders are fixed and which are adjustable, so the plan actually reflects a resident’s real risk level.
- Learn how to configure Care Plan Settings for your own service: active, optional or inactive sections, custom sections, and review frequency.
