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Care Plan Calculator® System (Forecasting Care)

Manage Plans: How do I access my care plans/templates?

Last updated on 12 Sept, 2025

There are two ways to view your Care Plans:

Option 1: Search Care Plans

Step 1:

  • A: Hover over [Systems]

  • B: Click on [Care Plan Calculator®]

  • C: Select [Search Care Plans]

Step 2: Use the search options to define which care plan you are looking for. For more search options, click on the [Show More Search Options] tab at the top:

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Step 3: From the search results, you can click on the More buttons to complete a task:

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Option 2: Search Patient & View Care Plans (and view care plan email history)

Step 1: Type in your patient's first or last name in the "Search Patient" field in the top right-hand corner of the screen and select the patient account from the drop-down menu. 

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Step 2: Click on the [Care Plan Calculator] tab. Let's review:

  • [Care Plan Email History]: Will display the history of all care plan email history for this patient. 

  • [More] → [Email History]: Shows the history of the plan selected

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Step 3: Review the emailed care plan history + details.

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