Closing a Plan of Care
Overview
To close a plan of care problem efficiently, follow a bottom-up approach. For each goal, close its barriers and interventions first, and then close the goal. After closing all goals within a plan of care, you can close the plan of care.
This user guide walks you through the steps to close a plan of care problem, following the order described above.
This user guide details the steps on how to accomplish this and presents the topics in the order described above.
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* Access to Care Management * Permission to edit a plan of care
When you have an open plan of care that needs to be closed due to member termination or member graduation from the program.
* You are unable to close an open problem until all goals associated with that problem are closed. * Complete all interventions and resolve all barriers tied to each goal before closing the goal. * After closing all goals, you can close the plan of care problem.
Accessing a Plan of Care
Go to a program, and then click the **Plan of Care** tab in the Program Journey section.
Click the **arrow** to view the open problem.
Go to the goal and click **Expand** to display the interventions and barriers.
Resolving a Barrier
Click the **Barriers** tab.
Click the **pencil** on an open barrier._Alternate:_ Click **In Progress** to display only unresolved barriers. This is helpful when there is a large list of barriers included.
Enter a **Resolution Date** or click a date from the calendar picker. The Resolution Date must be on or after the Identification Date, and it cannot be a future date.
Click **Save**.
Closing an Intervention
Click the **Interventions** tab.
Click the **pencil** icon on an open intervention._Alternate:_ Click In Progress to display only open interventions. This is helpful when there is a large list of interventions included.
Enter an **Actual Completion Date** or click a date from the calendar picker. The Actual Completion Date must be on or after the Start Date and it cannot be a future date.
Click **Save**.
Closing a Goal
A goal can be closed after all dependent interventions and barriers are completed or resolved.
Click the **Close** icon for the goal.
If you overlooked resolving a barrier or closing an intervention, an error message displays and you are not able to continue with closing the goal until those actions are completed.
Select the appropriate **Outcome**.
_Optional:_ Change the **Actual Completion Date**. This date must be on or after the goal Start Date and cannot be a future date.
Click **Save**.
Closing a Problem
A problem can be closed after all dependent goals have been completed.
Click the **Close** icon for the problem.
If you overlooked closing a goal, an error message displays and you are not able to continue with closing the problem until all goals are closed.
Select the appropriate **Outcome**.
_Optional:_ Change the **Actual Completion Date**. It must be on or after the problem Start Date and cannot be a future date.
Click **Save**.
