New Build to CarePlan – New Items Available
SECTION 1 – Build to CarePlan – New Items Available
1.1 Feature Details
The new build to CarePlan feature was designed for users to be able to choose one of two available default options:
- Have the “Build to CarePlan window” open automatically by default
- Have the “Build to CarePlan window” open only when desired by clicking a new “Build to CarePlan – New Items Available” button.
1.2 Feature Settings
In the “Settings” module, under the “e-Plan” tab, select the “Options” section.
From there, there is a “Relationship Builder” section with an option for “Automatically Open Build to Care Plan Window”.
**This option will be selected as default**
If the preferred method is to use the new “button” version, the box is required to be “un-checked”.
1.3 New “Build to CarePlan Button”
When the setting is changed from default “automatic” and the box is “un-checked” the relationship builder window will NOT open automatically when navigating to the CarePlan. Once landing on the CarePlan screen, there will be one of two different possibilities displayed:
1.When there is NO new items available for build to CarePlan, the button will display “Build to CarePlan” however will be disabled (nothing will happen if clicked).
2. When there are items available for build to CarePlan, the button will display “Build to CarePlan – New Items Available” and the relationship builder window will open if clicked.