Managing Plan of Care Orders
You can create Plan of Care order. The Plan of Care is created after you save and sign the SOC and Re-certification assessments. All assessment content pertinent to the 485 pushes from the assessment to the Plan of Care.
A Plan of Care can be created without a comprehensive assessment, however the document only populates with information from the client chart. Many of the locator fields are blank or in need of editing.
From Case Details, click Orders and click Plan Of Care Order.
Complete the following:
Enter sent date.
Enter order effective date.
Select the certification period.
Mark the verbal order box, if a verbal order was obtained.
Enter verbal order effective date and name of employee that received the verbal order.
Select the physician who gave the verbal order.
Mark status: Open, sent, signed or rejected.
Add Service(s) and complete the following:
Effective date.
Select specialty.
Enter frequency of visits to be performed.
If you need prn visits; Enter reason for prn visits, limits, notes and payer plan if applicable and click Accept.
Each Service to be provided are to be entered separately.
Complete the necessary fields:
Add orders for each Discipline and treatments (Locator 21).
Add goals for each discipline and treatments (Locator 22).
Add notes to be included, optional.
Review medications (Locator 10).
Add medication notes, optional.
If applicable, check the box for Medicare order (Locator 26).
Add DME and supplies (Locator 14).
Add safety measures (Locator 15).
Add nutritional requirements (Locator 16).
Review allergies (Locator 17).
Add functional limitations (Locator 18A).
Add activities permitted (Locator 18B).
Add mental status (Locator 19).
Add prognosis (Locator 20).
Review all Diagnosis (Locators 11, 12 and 13).
Mark completed, click Accept and click Sign.
Clicking accept saves your information.
You can only sign an order 1 time.
When the Plan of Care/485 is created, enter medications and diagnosis in the client record or comprehensive assessment before initiating Plan of Care/485 order.
Medications and diagnosis not pushed into the 485 must be added by completing supplemental orders.
When the Plan of Care is completed outside of a comprehensive assessment, all of the locator fields must be manually completed.
Best practice is to review the Plan of Care/485 before sending to the physician for signature.