They system has the ability to auto-set the Care Plan or Staff Action Plan end / expiration date when the start / effective date is entered or changed and the plan is saved.
The settings for this are found in the Plan Types in the Configuration Reference Libraries.
- Select one of the Care Plan Types by clicking on its ID
- Select the Auto-Set Expiration Date (minus one day) by checking the box
- Select the time duration for the expiration date (typically one year)
- Save the Care Plan type
Once this is done, when a Care Plan or Staff Action Plan Start Date (Effective Date) is entered, and the Apply button is clicked, the system will automatically set the Care Plan (or Staff Action Plan) End Date (Expiration Date) to be one year, minus one day, later.
Care Plan Example:
Effective Date is manually set to 7/26/2023:
Upon clicking Apply, the system will auto-set the Expiration Date to be 7/25/2024:
Staff Action Plan Example:
Start Date is manually set to 10/26/2023:
Upon clicking Apply, the system will auto-set the End Date to be 10/25/2024:
