Setting a New Care Plan Category

While Ankota will usually help you set your care plan categories, you may need to add new care plan categories after you are established. This is an easy process, described below.

To begin, go to the Main Menu, click Settings, then click the Care Plan Items Category.

Then select Add New Care Plan Item Category.

Enter the name of your new Care Plan Item Category and Save.

Next go to Tabs under Settings in the Main Menu.

Click View Tab Detail.

Then select Add Tab Detail.

Note the tab will remain as Care Plan Items Category. To complete the update,

• Change Entity Type from Skill Category to Care Plan Items Category
• Select the new Category from Entity
• Enter the order of the Care Plan Item. 
  • Outlined in the image below in below in blue is where you can see the other items in order. Generally you will choose the next highest number.  In this example we would choose 15.
• Click Save

After completing these steps a care plan item can now be assigned to this category.