How to Mark a Care Plan as Historical

When a Care Plan entry is no longer current, for example because goals have been met, needs have changed, or a new version has been created, you can mark it as Historical (or 'Archived'/whatever terminology your organization has set). Historical entries leave your active list but stay on the participant’s record, so you always have a full history of their care for reviews, audits, and compliance checks.

📝 Depending on your organization’s setup, Care Plan may appear as Support Plan, Service Plan, Care & Support Plan, or Know Me Better, and Historical may appear as Archived, Inactive, or Completed. The steps are the same.

Marking an entry as Historical is the right choice when:

• A new version of the Care Plan has been created.

• A participant’s goals have been met or their needs have changed.

• You want to keep a clear record of how their care has progressed over time.

💡 Historical or delete? Mark entries as Historical instead of deleting them. Deleting removes the entry and its history permanently, while Historical keeps everything on record and can be undone.

If you’re creating an updated version of a Care Plan, you don’t need to mark the original as Historical separately.

1. Expand the Care Plan entry and click the settings/cog wheel (⚙️).

2. Select Duplicate.

3. When StoriiCare asks whether you’d like to mark the original as Historical, select [Yes].

The original moves to your Historical list, and the new copy is ready for you to update. For more detail on duplicating, see How to Update an Existing Care Plan.

Use this when an entry is no longer needed and you aren’t replacing it.

Step 1: Open the Participant’s Profile

1. From your StoriiCare dashboard, search for the participant.

2. Click their name to open their profile.

Step 2: Open the Care Plan

1. Click the Care Plan feature in the participant’s profile.

2. Click the category tile that contains the entry.

3. Click the arrow next to the entry to expand it.

Step 3: Mark as Historical

1. Click the settings/cog wheel (⚙️) in the top-right corner of the entry.

2. Select Mark as Historical (or your organization’s equivalent, such as Mark as Archived).

3. Confirm when prompted.

The entry moves to your Historical list.

1. Open the Care Plan category.

2. Click +Show Historical (or your organization’s equivalent term).

3. Historical entries appear alongside your active entries, so you can review past plans at any time.

🧠 Historical entries can be viewed and exported but cannot be edited. To make changes, restore the entry first (see below).

If an entry was marked as Historical by mistake, or becomes relevant again, you can restore it to your active list.

1. In the Care Plan category, click on +Show Historical.

2. Expand the historical entry and click the settings/cog wheel (⚙️).

3. Select Unmark as Historical (or your organization’s equivalent term).

4. Confirm when prompted.

The entry returns to your active list and can be edited again, unless it’s locked for co-signing.

Care Plan entries that have been sent for Co-signing are locked (🔒) and can’t be edited or deleted. You can still mark a locked entry as Historical, for example once a new version replaces it. Any signatures it collected stay with it on the record.

✍️ Historical entries can also be sent for co-signing if you need an older plan signed for your records.

To learn more, see Co-signing (Beta): Request and Track Signatures.

Every time an entry is marked as Historical or restored, the action is recorded in Recent Actions with who made the change and when. This gives you a clear audit trail for reviews and compliance checks.

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.