Creating a New Handling Plan Record

  1. From the ‘My Patients’ view click on the section that has the patient identifier to go to the ‘Patient Detail’ view.

  2. If this is a new patient you will note that the patient’s card will flag that there are no handling plan records.

  1. The patient detail view will show Key data regarding the current patient from the data you entered including their identifier, the account they are a patient with, date of birth, height range and BMI range.

  2. If this is a patient that has no handling plans the ‘Patient Detail’ view will state this and to create a new handling plan record click on the ‘Start your first handling plan record’ button.

  1. If the current patient already has any handling plan records you will see these and the progress of the handling plan’s development.

  2. To add a new one in this situation click on the ‘New Handling Plan Record’ button.

  1. Give the handling task for this handling plan record a descriptive name…

  2. and click Save.

  1. You will now be back in the ‘Patient Detail View’ with the new handling plan record displayed in the ‘Patient Handling Plan Records’ list.

  2. As can be seen in this view the various stages for the handling plan record development process are displayed along with who created it and when. Each stage of the Discovery stages (Situation, Goals and Risks) are showing no progress and the last two stages are not yet accessible.

  3. You are now ready to embark on completing the handling plan record.