Frequently Asked Questions

Do I have to enter a new assessment to change a document?
Only enter a new assessment or reassessment if that is the document you need to change.

Any other document located in the form selector (shown below) including:
  • Transfer Summary
  • Care Plan (ADL/IADL)
  • Medication Profile
  • Treatment Orders/Task List
  • Deleted Tasks
  • Discharge Summary
  • Supervisory Visit
  • Physician Order
  • Wound/Ulcer Care

Can be entered, edited, printed, emailed - etc. as a stand alone document without touching an assessment.

Here is how:

  1. -Go to and click on the client assessment tab, log in (log in will be on the left if you are on the correct screen)
  2. Select the client and choose the "Edit" button to the right of the client's name. 
  3. The non-medical form selector pop-up will display.


Select the form you wish to work on and click ok.
Once the form is updated, save - selecting print allows you to: print, email, save as a pdf.

When updating the Medication Profile - the preprinted MAR will also update.

When updating the Care Plan - the preprinted Caregiver Care Plan Instructions also update.

Last Updated 5 years ago

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