Care Plans in the Timeline

When you exit a consult, all care plans, referral letters, and EDC forms are removed from the Actions section, and added to a new consult entry in the patient's Timeline.

If a care plan has been added for a patient during a consult, the CDM iconCDM icon is displayed in that consult summary in the Patient Timeline iconPatient Timeline.
Example care plan in the Patient Timeline

Recalls for care plan review are added separately to the timeline. To action a recall, click on it in the Patient Timeline iconPatient Timeline. For more information, see Recalls in the Patient Timeline.

In the Patient Timeline iconPatient Timeline, consult:
  • To view a care plan, click CDM iconCDM. For information about navigating the preview, see Document Controls.
  • If referrals are attached to the care plan, to display a list of assignees, click CDM iconCDM and select a provider whose referral you want to view from the list. In this case, to view the care plan, select its type in the list, for example GP + TCA.

To review and update a care plan, select Consult iconConsult > CDM iconCDM and for the required care plan, click Review.