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Create a Care Plan Template

Care plan templates let you reuse a proven set of visits and tasks when setting up new clients. You can save an existing plan as a template, then apply and edit that template for other clients.

Save a Care Plan as a Template​

To save a care plan as a template, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Clients" section and open a client.
  3. Open the "Care Plans" tab and create a care plan (or open an existing one).
  4. On the "Review" step, click on the "Save as template" link.
  5. Give the template a name and save it.

Edit a Care Plan Template​

To edit an existing care plan template, follow these steps:

  1. Sign in to your "Workmax" account with a manager or admin account.
  2. Go to the "Clients" section and open the "Care Plans" area.
  3. Open the care plan template you want to change.
  4. Click on the "Edit plan" button.
  5. Work through the Start, Needs, Visits and Review steps, adjusting visits and tasks as needed.
  6. Click on the "Save" button.

Apply a Template to a Client​

To apply a template, create a care plan for the client and choose "Start from template" on the first step. The template's visits and tasks are added for you to review before saving.

Templates keep client setup fast and consistent. If you have any questions or need help, please contact Workmax Support.