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Care Plan Calculator® System (Forecasting Care)

Manage Plans: How to view emailed care plan history

Learn how to locate a history of when your patients were emailed their care plans, along with what address this was sent to.

Last updated on 13 Sept, 2025

 

There are two ways to view this history:

Option 1:

Step 1: Type your patient's first or last name in the [Search Patient] bar and select their patient account from the drop-down menu (this will bring you to the patient's record).

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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 email history of the plan selected.

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

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Option 2:

To get started, follow the sequence below. 

  • A: Hover over [Systems]

  • B: Click [Care Plan Calculator®]

  • C: Select [Search Care Plans]

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Step 1: Narrow your search by entering as little or as much information about the plan that you are looking for, OR click the [Search] button at the bottom of the page to view all "Current" Care Plans.

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Step 2: From the search results, click on the [More] drop-down → select [Email History].

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

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