The Share Care Plan PDF

The application generates a Share Care Plan in a PDF file format that you can download to share with others. If configured, the organization name or a different display name for the organization is published in the report.

Share Care Plan

The downloaded file is named CarePlanSummary_ClientID_date.pdf where ClientID is the client's preferred identification (if available) or the client's reference number and the date is the date that the Share Care Plan was downloaded.
Note: The count of the items in each section is displayed in brackets after the section name.
Table 1. Fields on the Share Care Plan
Section Field names Displays Sorting
Header section
  • Name: Displays the client's name and preferred name. If no preferred name is entered, then the registered name is displayed.
  • Client ID: The client's preferred identification. Otherwise, the client's reference number.
  • Gender: The client's gender.
  • Date of Birth: The client's date of birth and age.
  • Phone Number: The client's phone number.
 Displays on every page. Not applicable
Conditions
  • Condition: Displays the full name of the condition.
  • Source: Where the information about the condition originates: Chart, Encounter, Lab, Self reported and EMR
  • Status: Displays the status of the condition, Active or Resolved.
  • Classification: Displays the Condition classification: Primary,Secondary, Unknown.
 The Conditions section contains a list of all Active and Resolved conditions. Primary: Displays Active conditions at the top, followed by Resolved.

Secondary: For Active and Resolved Conditions, displays Primary at the top followed by Secondary.
Goals
  • Goal: Displays the full goal name.
  • Status: Displays the current status for the goal.
  • Start: Displays the start date for the goal.
  • Target: Displays the latest target date for the goal. Note: The most recent target date for the goal is displayed.
  • Description: displays a description of the goal. Displayed only if a value is specified.
  • Progress: Displays the progress of the goal. Displayed only if a value is specified.
  • Latest Progress Note: Displays latest progress note for the goal. Displayed only if a value is specified.
 This section lists all goals. Goals are displayed in the following order:
  1. Active goal
  2. Completed goals
The list is sorted by the goal start date with the most recent start date displayed first. Goals that have the same status and start date are listed alphabetically.
Client Actions
  • Action: Displays the full name of the action.
  • Status: Displays the current status for the action.
  • Start: Displays the start date for the action.
  • Target: Display the latest target date for the action.
  • Description: displays a description of the Client Action. Displayed only if a value is specified.
  • Reason: displays a reason for the Client Action. Displayed only if a value is specified.
  • Progress: Displays the progress of the goal. Displayed only if a value is specified.
  • Latest Progress Note: Displays progress note for the goal. Displayed only if a value is specified.
  • Associated Goals: displays associated goals. Only displayed if Client Actions are Shown As = Separate Section and if a value is specified.
 This section displays the following:
  • Actions in Goals that are set to be shown within associated Goals.
  • If a client action is associated with multiple goals, the action is listed under all associated goals.
  • Client Actions are displayed separately if Client Actions are Shown As = Separate Section.

If no Actions are associated with the goal, this section does not display.

 Actions are listed in the following order:
  1. Overdue actions by start date with the most recent date first. Actions with the same status and start date display alphabetically.
  2. Active actions by start date with the most recent date first. Actions with the same status and start date display alphabetically.
  3. Planned actions by start date with the most recent date first. Actions with the same status and start date display alphabetically.
  4. Completed actions by start date with the most recent date first. Actions with the same status and start date display alphabetically.
Care Team Actions
  • Action: Displays the full name of the action.
  • Assigned to: Displays the full name of the assigned care team member.
  • Status: Displays the current status for the action.
  • Start: Displays the start date for the action.
  • Target: Display the latest target date for the action.
  • Description: Displays a description of the Care Team Action. Displayed only if a value is specified.
  • Reason: Displays a reason for the Care Team Action. Displayed only if a value is specified.
  • Progress Value: Displays the progress value of the care team actions. Displayed only if a value is specified.
  • Latest Progress Note: Displays progress note for the care team actions. Displayed only if a value is specified.
  • Associated Goals: displays associated goals. Only displayed if Care Team Actions are Shown As = Separate Section and if a value is specified.
 This section displays Actions in Goals that are set to be shown within associated Goals. If no Actions are associated with the goal, this section does not display. Care Team Actions are displayed separately if Client Actions are Shown As = Separate Section. Actions are listed in the following order:
  1. Overdue actions by start date with the most recent date first. Actions with the same status and start date display alphabetically.
  2. Active actions by start date with the most recent date first. Actions with the same status and start date display alphabetically.
  3. Planned actions by start date with the most recent date first. Actions with the same status and start date display alphabetically.
  4. Completed actions by start date with the most recent date first. Actions with the same status and status date display alphabetically.
Services
  • Service: Displays the full name of the service.
  • Provider: Displays the provider name if available, and the provider phone number if available.
  • Start: Displays the start date for the service.
  • Expected End: Displays the date when the service is expected to end.
  • Status: Displays the service status, Open or Closed.
  • Description: Displays the description of the service. Displayed only if a value is specified.
  • Associated Goals: Displays the goal(s) associated with the service. Display only if goals are associated with a service.
 This section displays open and closed services by default. Services are listed in the following order:
  1. Primary Sort Order: Services with an Open status, followed by services with a Closed status.
  2. Secondary Sort Order: Services are sorted alphabetically by Service name.
Barriers
  • Barrier: Displays the full barrier name.
  • Note: Displays note associated with the barrier.
  • Comments: If configured, displays any comments.
  • Status: Displays the current status for the barrier. Status Date is displayed in brackets.
This section displays Active and Resolved barriers by default. Barriers are listed in the following order:
  1. Primary sort order: Displays Active barriers at the top, followed by Resolved.
  2. Secondary sort order: Displays by barrier name alphabetically a- z (case - insensitive)
Care Team
  • Name/Roles: Displays the care team member's full name and their roles.
  • Primary: Displays Yes or No.
  • Core: Displays Yes or No.
  • Phone number: Displays the care team member's phone number if available.
 This section lists the primary,core care team members on the client's care team. Sort by first name, alphabetically a- z (case - insensitive).
Social Network Contact
  • Name: Displays the name of the social network contact.
  • Role/Relationship to client: Displays the role the social network contact plays in the client's care, for example care giver; and how the social network contact is related to the client, for example, parent, child, neighbor.
  • Phone: Displays the social network contact's phone number
  • Primary Contact: Displays Yes or No.
 This section lists primary and non-primary social network contacts. Sort by primary, followed by secondary.
Programs
  • Program: Displays the full program name.
  • Status: Displays the current status for the named program. Status Date is displayed in brackets.
  • Assigned On: Displays the date on which the program was assigned.
 This section displays programs. Current status can be Assigned, Enrolled, Dis-enrolled, Completed, Pending and Not Enrolled. Only the last status of each instance of a program is displayed. Any programs that have other statuses will not display. If no programs with these statuses exist, this section does not display. Programs that the client is enrolled in are listed first, followed by assigned programs. The list is sorted by Assigned On date with the most recent assigned on dates displaying first.
Assessments
  • Assessment: Displays the full name of the assessment.
  • Outcome/Score: Displays the outcome/score of the assessment.
  • Completed By: The full name of the care team member who completed the assessment. Assessment date is displayed in brackets.
 This section lists all complete assessments. Assessments are sorted by name, alphabetically a- z (case - insensitive).
Allergies
  • Allergy: The full name of the allergy.
  • Reaction/Severity: Displays the reaction and severity.
  • Source: Where the information about the medication originates: Chart, Encounter, Lab, Self Reported and EMR.
  • Status: Displays the status of the allergy, Current, Resolved or Unknown.
 Displays all allergies that satisfy the display criteria. If no allergies exist, this section does not display. Allergies are sorted by name, alphabetically a- z (case - insensitive).
Medications
  • Medication: The full name of the medication.
  • SIG: The SIG code for the medication. There are two SIG code fields depending upon the data source, one that comes in with integration (SIG code EMR) and other one is calculated when the medication is manually input (SIG code). As this field is not mandatory in Watson Care Manager, it may be blank.
  • Source: Where the information about the medication originates: Chart, Encounter, Lab, Self Reported and EMR.
  • Start: The date that the client started the medication was started. If this date was not captured in Watson Care Manager, a - displays.
  • Current: Displays Yes, No or Unknown values. If value is not entered, then No is displayed.
  • Status: Displays the status of the medication, Active or Unknown.
 Displays all medications that satisfy the applied criteria. If no client medications exist in Watson Care Manager, this section does not display. Medications are sorted alphabetically by name, alphabetically a- z (case - insensitive)
Recent Vital
  • Recent Vital: The full name of the vital measure, for example, Heart Rate or Blood Pressure. The Recent Vital's corresponding value is displayed in brackets.
  • Source: Where the information about the vital originates: Chart, Encounter, Lab, Self reported and EMR.
  • Measured on: The date and time that an EMR is received in Watson Care Manager, or the date and time that a user entered in the application.
Displays only the latest record of each client vital. For example, if eight records of a client's Heart Rate exists, only the latest record displays. If no vital records exist, this section does not display. Vitals are sorted by Measurement Date, from the most recent record to the oldest.
Notes
  • Notes: The full name of the section. The notes count is displayed in brackets.
  • Subject: Displays the subject of the note. If the note is sensitive, this is indicated in brackets.
  • Type: Displays the note type.
  • Source: Displays the source of the note.
  • Status: Displays the status of the note, Ready for Review, Draft and Final.
  • Created: Displays the creation date of the note and the name of the care team member who created the note in brackets.
  • Updated: Displays the updated date of the note and the name of the user that updated the note in brackets.
  • Note: Displays the note.
  • Comment: Displays any comments.
 Private note types are not displayed. Sensitive notes are displayed if configured and if the user is granted a security role with access to sensitive notes. Notes are sorted by the latest updated note displaying first. If the note was not updated, then the latest created note displays first.
Touchpoints
  • Touchpoints: The full name of the section. The touchpoints count is displayed in brackets.
  • Subject: Displays the subject of the touchpoint. If the note is sensitive, this is indicated in brackets.
  • Source: Displays the source of the touchpoint.
  • Status: Displays the touchpoint status, Ready for Review, Draft and Final.
  • Outcome: Displays the touchpoint outcome, Successful and Unsuccessful.
  • Created: Displays the creation date of the touchpoint and the name of the care team member who created the touchpoint in brackets.
  • Updated: Displays the updated date of the touchpoint and the name of the user that updated the note in brackets.
  • Contact With: Displays contact(s) selected for the touchpoint.
  • Method: Displays the touchpoint method
  • Direction: Displays the directions of the touchpoint, inbound or outbound.
  • Duration: Displays the duration of the touchpoint in minutes.
  • Programs: Displays the program(s) selected for the touchpoint.
  • Validated Identity: Displays Yes or No if the identity was validated.
  • Note: Displays the added note for the touchpoint.
  • Comment: Displays any comments.
 Sensitive notes are displayed if configured and if the user is granted a security role with access to sensitive notes. Touchpoints are sorted by the latest updated touchpoint displaying first. If the touchpoint was not updated, then the latest created touchpoint displays first.
Custom Client Data Type Attributes in the Share Care Plan PDF are configured by the client. The attributes displayed are those configured for each custom client data type that is set to be shown in the share care plan. The maximum number of records displayed is 20 per custom client data type that is printed on the share care plan. The version of the share care plan that is the printed is the one that is the client is working on and is set to Shown. The Updated Date record is added for each record. All relevant configurable client data details are ordered alphabetically after the general sections details in the Share Care Plan PDF. Custom Client Data Types are sorted by date, from the most recent to the oldest.
Footer section
  • Prepared by: Displays the organization name.
  • Created by: The care team member that downloaded the summary and the date and time it was downloaded.
  • Disclaimer
  • Page number in the format: X of X, for example 1 of 3.
 Displays on all pages of the summary. Not applicable