How to Update an Existing Care Plan
Care Plans should change as a participant’s needs, preferences, or goals change. StoriiCare gives you three ways to update a Care Plan, and it tracks every change so you always have a record of what was updated, by whom, and when.
📝 Care Plan may appear as Support Plan, Service Plan, Care & Support Plan, or Know Me Better, depending on your organization’s terminology.
Choose the Right Way to Update
If you need to… | Use… |
|---|---|
Correct or adjust details in the current plan | Edit the Care Plan entry |
Make a major revision while keeping the original version on record | Duplicate the Care Plan entry |
Record progress or small changes without changing the plan itself | Update Notes |
Before You Start: Check Whether the Care Plan Is Locked
Care Plan entries can be sent to staff, participants, or family members for signature using Co-signing. As soon as a co-signing request is sent, the entry is locked, so signers approve exactly what was written. A lock icon (🔒) appears on locked entries, and they can’t be edited or deleted. You can still view and export them at any time.
Co-signing status | Can you edit it? | What you can do |
|---|---|---|
Not sent for co-signing | ✅ Yes | Edit as normal (see below). |
Awaiting signatures | ❌ No | To change this entry, ask the person who sent the request to withdraw it (click on the lock icon for the Care Plan > Withdraw request). The entry will unlock so you can make your changes and send a new request. You can also Duplicate it or Mark it as Historical from the cog wheel (⚙️). |
Fully signed | ❌ No, permanently | Duplicate the entry to create a new version, then make your changes in the copy. You can also Mark it as Historical once it’s no longer current. |
💡 Withdraw or duplicate? If the entry has a mistake that signers shouldn’t approve, withdraw the request and fix it. If the plan simply needs updating, duplicate it so the original request can continue.
To learn more about sending, withdrawing, and tracking requests, see Co-signing (Beta): Request and Track Signatures.
Option 1: Edit a Care Plan Entry
Use this for corrections and routine updates to a plan that isn’t locked.
Step 1: Open the Participant’s Profile
From your StoriiCare dashboard, search for the participant’s name.
Click their name to open their profile.
Step 2: Open the Care Plan
Click the Care Plan feature in the participant’s profile.
You’ll see a list of Care Plan categories.
Step 3: Find the Care Plan Entry
Click the category tile that contains the entry you want to update.
Click the arrow next to the entry to expand it.
Step 4: Edit and Save
Click the settings/cog wheel (⚙️) in the top-right corner of the entry.
Select Edit.
Make your changes.
Scroll to the bottom and click Save.
⚠️ Don’t see the Edit option? Either the entry is locked for co-signing (look for the 🔒 icon) or your permission level doesn’t allow editing. Locked entries can still be duplicated or marked as historical from the cog wheel. If there’s no lock icon, contact your manager or administrator.
Option 2: Duplicate a Care Plan Entry for a Major Revision
Use this when a participant’s needs have changed significantly, or when the current entry is fully signed and can no longer be edited. Duplicating creates an editable copy, so you don’t have to start from scratch, and the original stays on record.
Expand the Care Plan entry and click the settings/cog wheel (⚙️).
Select Duplicate.
StoriiCare will ask whether you’d like to mark the original as Historical. We recommend selecting [Yes] so your active list shows only the current version.
Make your changes to the new copy, then click Save.
The original entry, including any signatures it collected, stays available under Show Historical. See How to Mark a Care Plan as Historical for more on historical plans.
✍️ If the new version needs sign-off, send it for co-signing once your changes are saved.
Option 3: Add Update Notes
Use Update Notes to log progress, observations, or minor adjustments between full reviews without changing the plan itself. This builds a running record of how the participant is doing against their plan.
Viewing a Care Plan’s Change History
Every change to a Care Plan entry is recorded. To see what was changed, who changed it, and when, expand the entry and open [History].
Marking an entry as Historical, or restoring it, is also recorded in Recent Actions.
Best Practices
Check for the lock icon first. It tells you right away whether you can edit or need to duplicate.
Duplicate for major revisions so the previous version stays on record as Historical.
Send for co-signing after your edits are final. Once a request is sent, the entry locks until it’s signed or withdrawn.
Review the change history before a care plan review to see what’s changed since last time.
Use Update Notes for small, ongoing updates between formal reviews.
Not sure about your permissions? Check with your administrator before making changes.
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.