Canvas allows end users the ability to print an integrated care plan from the patient summary. The care plans in Canvas detail the patient's goals, medications, allergies, conditions, and future appointments. It also displays patient details and staff members assigned to the patients care team.
Q: Why can't I select the Print Integrated Care Plan option in the triple dot menu?
A: Goals must be documented in order to enable the Print Integrated Care Plan option.
Care Team and Goals features must be enabled in your Canvas environment. If you are unsure if these features are enabled please contact Canvas Support.
Once the Care Team feature is enabled, care team roles must also be configured in order to assign staff members to a role. Only members with roles that fall under the clinical domain will display in the team member drop down menu.
At least one goal command has to be documented in the patient's chart to successfully use the print integrated care plan option.
Patient Details from Registration page, including:
First Middle Last Name
DOB
Organization Details
Name
Address
Phone
Fax
Care Team members assigned in the Registration page
Name
Role (Care team lead at the top)
Goals from from Patient Summary
Name
Due Date
Current Status
Progress/Barriers
Medications from Patient Summary
Name
Sig
Allergies from Patient Summary
Name
Severity
Reaction
Conditions from Patient Summary
Name
ICD 10 code
Upcoming Appointments
Appointment requests triggered by follow up command display the follow text:
Come back for "visit type" around "date requested" for "reason for visit"
Appointments scheduled from appointment notes or schedule display the following information:
Provider Name
Appointment Type
Reason for visit
Patient Signature Section that includes:
Field for signature
Date
Field for printed name (If not signed by patient)
Footer Disclaimer that reads
If you have any concerns or questions about your visit, please call "organization's phone".
Navigate to a patient's chart where at least one goal command has been documented
Locate and open the triple dot menu in the patient summary (next to the patient name)
Locate and select the Print Integrated Care Plan option
Change print settings as needed in the print modal
Select Print