M03 · Care Plans

Care plans & assessments

Every visit is driven by an approved plan: ADL/IADL needs, goals and clinical sign-off.

Demo data · not real patient data

Margaret Ellison-Ward, 84

Version 3 · Mei-Lin Castillo, LPN · Private pay

Client profile

Goals

  • Maintain safe morning routine
  • Weekly social outing

ADL / IADL needs

Bathing (ADL)Partial assist
Dressing (ADL)Supervision
Toileting (ADL)Independent
Meal preparation (IADL)Partial assist
Medication management (IADL)Supervision

Version history

  1. v3 · Oct 12, 2026 · M. Castillo

    Added weekly outing goal

  2. v2 · Jun 3, 2026 · M. Castillo

    Bathing increased to partial assist

  3. v1 · Mar 4, 2024 · Intake

    Initial plan