Write a care plan

Write a person-centred care plan, sign it off and record its reviews.

For managers and carers

Write a care plan (managers and team leaders)

1. Open the client's profile and go to the Care Plans tab.
2. Press New Care Plan.
3. Under Plan Details, leave Status as Draft while you write. Check the Review Date. It starts at 6 months from today.
4. Write About Me in the person's own words where you can. You can dictate instead of typing.
5. Under Support Sections, press Add Section, or use Add a section from a template.
6. For each section, choose the Domain / Area of Support, then fill in Need, Goal, How to Support and Preferences.
7. Press Add Another Section until every area is covered.
8. Press Create Care Plan.
9. When the plan is ready, open it, press Edit full plan, set Status to Active and press Save Changes.

Sign off and review

1. Open the plan. In the sign-off panel, press Sign off, then Confirm sign-off. A version is saved and the record is locked.
2. When a review is due, press Record Review, write your Notes and press Save Review. The plan becomes Active and the next review is set for 6 months later.
3. To change a locked plan, press Unlock to edit and give a reason.

Read a care plan (carers)

1. Open the client from Clients, or press Care plan on the visit screen.
2. Go to the Care Plans tab and open the plan.

Watch the guide video: Video 2: Adding and managing a client (2:34)

Videos were recorded in September 2026, so a few screens may look slightly different today.

Back to the help centre