Manually Completing a Patient's Care Plan
A patient's completion date (the end of their program) will be automatically set by the system based on the care plan criteria (e.g. if a surgical program is 30-days post-discharge, the patient will automatically complete their program 30-days after their discharge date).
There may be instances when you want to manually set a different completion date (e.g. after 14-days, they no longer want to continue with the program). Manually setting their completion date will move them to the end of their program and preserve their data in any reports/analytics. This can only be done early; you cannot set a completion date to extend the length of their program.
- From patient roster, find the patient and click “Edit”.
- Scroll down to the section called “Surgery/Procedure Details” and fill in the end date under “Completed On”.
- Click “Save”. The patient’s care plan will now be completed (i.e., archived), and they will not receive any email/text reminders, unless the program includes messages outside of the formal program length (e.g. a validated survey sent 1-year after surgery). The completed date is noted in their profile details.
- To filter for completed patients, go to the patient roster and click “Archived” on the quick filters.
