How to create an education Care Plan to send to patients.

Step 1

Sign into the Orca Care app.

Step 2

Select the New Care Plan button.

Step 3

Select one of the Diagnosis and Treatments that you would like included in the education Care Plan.

Step 4

Select the Edit button next to Treatment to add additional information for the patient to view. 

Step 5

Select the other treatment options by pressing the green plus button that you would like to include in the educational Care Plan. 

Step 6

Select the Edit button next to Handouts to add any additional information that the patient may want pre-visit. This information can include instructions on where to park, how to schedule an appointment or other helpful information. 

Step 7

When you have added all of the information you would like included in the Educational Care Plan select Send To Patient.

Step 8

Using the search bar find the patient you would like to send the Care Plan to. Select the patient in the list that you would like to send the Care Plan too. 

Step 9

Review the information in the Care Plan. Select Send to Patient to send the Care Plan.

Step 10

Lastly, select Yes to send the Care Plan to the patient. 

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