Care Plan Reviews: How to Schedule & Complete Them

Regular Care Plan reviews are an important part of maintaining accurate, up-to-date records of each participant’s needs, goals, and progress. StoriiCare offers flexible tools for scheduling, tracking, and completing Care Plan reviews using the Tasks feature.

📝 Care Plan may appear as Support Plan, Service Plan, Care & Support Plan, Know Me Better, etc., depending on your organization’s terminology.

Care Plan reviews can be scheduled directly through StoriiCare’s Tasks feature. This allows you to set up recurring review reminders at your preferred cadence — for example:

• Monthly

• Quarterly

• Bi-annually

• Annually

Tasks can be:

• Created individually for specific participants, or

• Scheduled in bulk for multiple participants at once, depending on your organization’s workflow.

For a step-by-step guide on linking Tasks to Care Plans, visit:

👉 How to Link a Task and a Care Plan

To make Care Plan reviews even more structured, you can add review date fields directly to your Care Plan templates.

Important: You must have the correct permission level to access and modify the Care Plan structure. If you don’t see editing options, contact your manager or administrator.

1. Click on any participant profile.

2. Select Care Plan (or your organization’s equivalent term).

3. Click the cog/wheel icon next to the Care Plan title to open Care Plan Settings.

4. Click the cog/wheel icon next to the category where you want to add the review date.

5. Click Add Section and set the Section Type to Date.

6. Enter a Section Heading, such as Review Date or Next Review Date.

7. Tick Is Section Required if staff should not be able to save a plan without setting a review date.

8. Use the Back Arrow at the top of the page, then click Save.

Changes you make to a category’s settings apply only to that category, but they update it for all Participants within your service location. For more on customizing categories and sections, see Setting up the Care Plan Feature.

When it’s time to complete a scheduled review, staff can do so directly through their assigned Task.

1. Go to the Tasks feature.

2. Locate the Care Plan Review Task.

3. If the Care Plan is hyperlinked within the task (as described in the linked guide), click the link to open the participant’s Care Plan.

4. Review and update each section as necessary.

5. Scroll down to Save your changes as you go.

Once updates are complete:

• Click the back arrow inside the circle to return to the Tasks view.

• Mark the task as complete by clicking the checkmark icon — it will turn green once finished.

• Optionally, add notes to the task for context or audit purposes.

• If needed, click Edit on the task to adjust the date or recurrence frequency for future reviews.

• Standardize your review cadence across your organization to maintain consistency.

• Use Tasks to ensure no Care Plans are overlooked during busy periods.

• Encourage staff to include update notes when completing reviews for greater visibility into ongoing changes.

• Remember that completed reviews remain part of your audit trail, providing accountability and transparency.

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.