Adding New Plans of Care

Adding New Plans of Care

You can create new plans of care by adding an empty plan of care or by duplicating an existing plan of care and then customizing it the way you want. To add a new plan of care to any module, complete the following steps:

1. At any location in the Content Tree, click the New Content link at the top of the content list to open the New Content dialog box.
2. In the Content Title text box, type the name of the new plan of care.
3. In the Content Type box, select Plan of Care.
4. Optional: From the Please select a module drop-down list, make a selection.
5. In the destination folder area, select the folder where you want to save the plan of care, on the left.
6. Optional: Select the Open in editor after duplicating check box to open the duplicated order set in the Content Editor after you create it.   
7. Click Create to create the plan of care.
   

See Customizing and Editing Plans of Care. To add a new plan of care by duplicating an existing plan of care, see Duplicating Plans of Care.