A Guide to Using Care Plans

In StoriiCare, “Care Plan” (also sometimes called Support Plan, Service Plan, Know Me Better, etc., depending on your configuration) offers a structured, interactive way to document care goals, actions, and progress.

Alternatively, some organizations prefer to build care plans using custom Forms via the Form Builder. For more information, visit this help article 👉 Choosing How to Document Care Plans on StoriiCare.

This guide will focus on using the Care Plan feature.

Below is a summary of the main workflows you’ll use with Care Plans. Click through for step-by-step procedures.

1. Add a New Care Plan

   Choose a category (e.g. Mobility, Personal Care, Emotional Wellbeing), fill in the fields, link to goals or outcomes, set review dates, and save.

   → Full steps: How to Add a New Care Plan 

2. Update an Existing Care Plan

   When goals or needs change, you can edit the plan. Be aware that editing overwrites the previous version unless you preserve it via history or notes.

   → Full steps & versioning tips: How to Update an Existing Care Plan 

3. Mark a Care Plan as Historical / Archive

   When a plan is no longer active (goals reached, new plan in place), archive it to keep your active workspace clean but preserve records.

   → How to archive: How to Mark a Care Plan as Historical 

4. Delete a Care Plan

   In rare cases (e.g. created in error), you can delete a Care Plan entirely. But note this is permanent and not usually recommended for compliance or auditing.

   → Details: How to Delete a Care Plan 

5. Link Care Plans to Outcomes / Goals / KPIs

   To make your care planning meaningful and measurable, you can link individual care plans to outcomes or goals that live elsewhere in StoriiCare.

   → Guide: How to Link Care Plans & Outcomes 

6. Schedule and Complete Care Plan Reviews

   Care Plans should be reviewed routinely (e.g. quarterly, bi-annually). StoriiCare lets you tie reviews to Tasks, schedule recurrence, and complete the review within Tasks.

   → Full how-to: Care Plan Reviews: How to Schedule & Complete Them 

7. Export Care Plans

   For sharing, printing, or external reporting, you can export care plans (or a summary) in PDF or CSV format, with filtering options (date range, including historical, signature fields, etc.).

   → See: How to Export a Care Plan 

• Customize your templates: Administrators should configure categories, prompts, required fields, dropdowns, and instructions in Business Settings > Care Plans. 

• Use update notes vs overwriting: To preserve continuity and audit trails, small changes can be recorded via “Update Notes” (rather than overwriting the plan). 

• Prefer archiving over deleting: Deletion is permanent and usually not ideal for compliance or history. Archive (mark historical) to keep records intact. 

• Standardize review cadence: Make your review frequency consistent across the organization (e.g. quarterly) and enforce via Tasks. 

• Ensure linkages: Where possible, tie care plans to outcomes/goals. This adds meaning and allows better tracking of effectiveness. 

• Use export wisely: Before exporting, double-check filters (historical, date range, categories) to ensure you capture all necessary information.  

1. Set up your templates

   As an administrator, define your care plan categories, field prompts, required fields, and link to outcomes.

2. Start with active plans

   For each participant, use the “Add New Care Plan” workflow to document their current needs, goals, and actions.

3. Link to outcomes

   Whenever possible, map each care plan to a measurable outcome or goal for accountability.

4. Schedule reviews

   Use Tasks to remind staff to revisit plans at pre-determined intervals. Make the review process part of the workflow.

5. At review time

   Use update notes for incremental changes; if a significant revision is needed, archive the old plan and create a new one.

6. Archive and maintain history

   Mark plans as historical rather than deleting. Use the “show historical” toggle when needed to see past plans.

7. Reporting & export

   Export your care plans (PDF or CSV) when needed for audits, sharing with stakeholders, or external reporting.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.