Plan of Care software
A Plan of Care your caregivers actually follow.
Build each client’s plan from your own duty catalog, get it signed, and print it on your paper form. On every visit, the plan becomes the caregiver’s checklist, so the aide note writes itself.
Building the plan
Your duties, your categories, your form.
No generic template to work around. The plan is made of the things your caregivers already do.
A duty catalog you own
Bathing, dressing, meal preparation, light housekeeping, medication reminders: start from a non-medical catalog and rename, add or group duties your way.
Every visit, as needed, on set days
Each duty is due every visit or as needed, on the weekdays you choose. Caregivers see only what’s due today.
The answers you want
Done, Assist, Self or N/A by default, renamed or extended to suit you. Add AM/PM, a write-in, a time, a yes/no or a pick-list where a duty needs it.
Your client overview
Client information, checklists, the medication list and physician on your agency’s own form, with the sections caregivers can see marked.
Signed and dated
The client or a representative, and the agency, sign on screen or on paper. Review dates remind you when a plan is due another look.
Printed like the paper form
The plan exports as a PDF laid out like the paper Plan of Care families and inspectors already recognize.
On the visit
The plan becomes the checklist.
When a caregiver clocks in, the duties due that day appear in the app by category. Each one gets an answer before clock-out. Care not on the plan can be added from the catalog, with a general note and a box for a change in the client’s condition.
- Allergies shown at the top of every visit
- Required answers are enforced before clock-out
- Saved on the phone as the caregiver goes, even offline
Not ready for software?
Start with the free Plan of Care template.
Our printable non-medical Plan of Care template has the same sections AideBook uses: client details, duties by category and day, medications, contacts and signatures.
Questions
Plan of Care questions
It’s the agreed list of services a caregiver provides for a client, such as bathing, dressing, meal preparation and light housekeeping, with how often each is done, plus the client details the caregiver needs. Many states require licensed agencies to have a written, signed plan for each client.
Yes. Plans are built from your agency’s duty catalog, grouped into your categories, and the client overview is your agency’s own form. A starter catalog covers common non-medical duties to edit from.
The client, or a representative for them, and the agency. Each can sign on screen, or you can print the plan, have it signed on paper and record that it was.
The duties due on that visit as a checklist, the sections of the client overview the office marks for caregivers, and the client’s allergies at the top of the visit.
Publish a new version and it applies from then on. Visits already documented keep exactly what the caregiver was asked at the time, so an old aide note never changes after the fact.
Keep reading
- Free template
Plan of Care
A free non-medical Plan of Care template: client details, duties by category and weekday, medications, contacts and signatures. Printable PDF. - Guide
Writing caregiver notes
What a good caregiver visit note includes, what to leave out, and before-and-after examples an agency can hand to new aides. - Feature
Visit verification
Prove every private-pay visit with the completed care plan and the client's e-signature. Six automatic checks flag what the office needs to look at.
Early access for private-pay home care agencies
See your own week in AideBook.
Bring one caregiver’s week, and on a 20-minute call we’ll set it up live, from clock-in to timesheet.