Video: When the Aide Switches on the Aide Plan - YouTube
***IMPORTANT: Do not change the Thru date of the care plan. The instructions must be following exactly, otherwise app issues will occur.
Use these steps for the following reasons:
- The assigned aide will change permanently
- The patient switched payers
- Tasks are being added / removed
- Task descriptions are updated
PART 1 - COPY EXISTING AIDE PLAN
1. Go to Aide Activity > Aide Plan.
2. Click on the active plan. Click Copy. This creates a new plan.
3. On the new plan click the Edit button.
4. Change the From and Thru dates and anything else in the plan that changed.
5. Click Create Schedules and then Save Plan. This step creates the schedule for the new plan.
PART 2 - DISCONTINUE OLD AIDE PLAN
6. Select the plan that will be discontinued and click the Stop button. Answer Yes to stop the plan. This may take a minute; the entry will change to grey when ready to proceed.
7. (Optional if plan is not ending on current date) Click the stopped plan and click on Edit. Change the Stopped date to the date the plan will discontinue.
8. Click on Save Plan. This step will remove future schedules after the Stopped date.
****IMPORTANT: DO NOT REMOVE AIDE PLAN!!!! That is a historical record that provides the tasks & info for every visit note.