Care plan reviews require pulling resident history, coordinating a meeting across family and clinical staff, and rewriting the plan before it can be signed and filed. Doing this by hand across many residents creates scheduling delays and inconsistent documentation.
An automated version gathers the resident record, books the review meeting, and turns meeting outcomes into an updated draft ready for clinical sign-off. The signed plan is then filed and the resident record updated without manual follow-up.
The full workflow, from trigger to completion.
Flags any resident whose care plan review date falls within the next 7 days.
Review Scheduling pulls the resident's current plan and recent notes, then books the review meeting.
Invites and briefing notes go out automatically to family, GP and clinical staff.
Care coordinator and nurse run the review meeting and log outcomes against the resident record.
Care Plan Drafting turns the meeting notes into an updated care plan for clinical review.
Once the clinical lead approves the draft, sends it to family and resident for e-signature.
Compliance Filing confirms the signed document has come back and prepares the record update.
Resident's master record is updated with the new plan, signed copy and next review date.
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