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The Care Plan (formerly Help Plan)

Managing the dynamic Care Plan to ensure best practice in care for your Members

The Dynamic Care Plan can be tailored to the needs of your organisation with full flexibility to change the section titles and elements within the sections. The Care plan for a Member can be found by clicking on the Care Plan tab from the Member's profile page.

The Objective

The Care Plan is our tool that captures the what and how of all that we are going to do in partnership with the Member to help them achieve their goals. It is more than just direction for workers, it is also our agreement with the Member about what they can expect from us.

The Care Plan needs to be written so that it captures the needs and preferences identified with the Member and their Authorised Representative/s, from the My Aged Care or NDIS Support Plan, and the Comprehensive and Focal Assessment Tools where needed.

A Member should be able to pick up their Care Plan and be able to see exactly what and when services will be provided in line with their needs and preferences.

A Care Worker (Helper) should be able to pick up a Care Plan and be able to understand everything they need to provide a high quality and safe service on any given day to the Member.

Create a Care plan (manually)

Step 1: Navigate to the Member's Care Plan

  • Open the Member's profile, loading into their dashboard.
  • Click the Care plan tab in the header navigation.
  • If no care plan exists yet, you'll see a prompt: "Let's create this Member's care plan" with an option to create a care plan.

Step 2: Start a New Care Plan

  • Click Create a care plan
  • Select a care plan template to use - this defines the categories and structure for the plan.

Step 3: Add Items to Each Category

  • Navigate through each category section of the care plan.
  • Click Add new item to create items within a category.

For each item, fill in:

  • A title
  • The body (the detailed content of that care plan item)

Click Save when you're done with each item.

There are some helpful tools to assist with creating the Care Plan:

  • Editing text: Bold, Italics, Strike out, Add links to websites, Make into headline, Quote, Code Snippet, List, Numbered List, Indent List Item (x 2)

  • Undo and Redo buttons

  • View option to preview what the information will look like

  • Edit mode gives ability to change or delete text, attach files, include hyperlinks and add new items to the section

Adding the Member's preferences for their schedule and matching with Care Workers

You can collect information about the type of Care Worker the Member would like to be matched with as well as what their ideal schedule would be. We've built a module in Admin that you can add this information into.

  • We've separated this from the Care Plan to make it easier for Staff to find.

  • Do NOT put this information in the Dynamic Care Plan, otherwise Rostering will not be able to find it easily.

  • This information is not necessary for Care Workers to know, and may be sensitive in nature, so is not suitable to be placed in the Care Plan.

To add Care Worker and schedule preferences for a Member, go to the Member's page in Admin and scroll down, you will find a block entitled Matching Preferences.

  • Press Edit to add information about the kind of person a Member would like to be matched with and their desired schedule. Click Save. the matching preferences should now be saved to that Member's profile. Rostering staff will now know who to look for when they next need to find a Care Worker for that Member.

Sharing the Dynamic Care Plan with the App

  • This is the preferred way to share the Care Plan with Helpers, Auth-reps and Members

  • Care Plans are distributed to the app automatically - you don't have to do anything. As soon as you create, added to, and modify the Dynamic Care Plan in Admin, it is immediately published in the app.

  • The Care Plan is automatically shared with the relevant Helpers, Auth-reps and Members.

How do I share the Care Plan with everybody after I've made an update?

  • When you make an update to a Care Plan in Admin, it will immediately be shared via the app to all the relevant Helpers, Members and Auth-reps. You don't have to do anything - no need to email and re-distribute the Care Plans to everybody again. The most up-to-date version of the Care Plan can always be found in the Members app.

  • If you make an important update and want to alert people to these changes, you can use a shared notebook entry or Should Know them to let them know they can check the app to see the updates to a member's Care Plan.

  • If, for some reason, a Member doesn't have the app or would prefer an emailed or printed version, please follow the instructions below for downloading and printing the Care Plan.

Why is the care plan not showing up on a helper's care app?

There are several reasons why that could happen.

  • The helper is visiting the client for the first time, and it's still a week before the scheduled visit (help plans will only be available within 7 days of the first visit)
  • The helper has not completed a visit for the past 30 days and does not have any upcoming visits with the member
  • The member has multiple memberships, but only one care plan is created. The helper has not completed a visit with the member under that membership.

Downloading and Printing the Care Plan

  • When in the View mode of the Care Plan, Click on the Export PDF at the top right-hand side of the screen.

  • To download select the download icon (a downward arrow above a horizontal line)

  • Or print by clicking on the printer icon

Custom care plan templates

Contact your Lookout representative of you want to:

  • Create customised care plan templates

  • Edit existing care plan templates

  • Hide care plan templates that you don’t need