What is an eCare Plan?
The Pharmacist eCare Plan is a standardized document used to communicate pharmacist-provided interventions for various purposes. For example, the eCare Plan is used by CPESN member pharmacies to document and report enhanced services provided to patients across many programs. Learn more about it in this DocStation article and here at ecareplaninitiative.com.
Ways to Generate an eCare Plan
There are two ways to generate an eCare Plan:
On-demand from the patient's health record
After completing a Task
Generate a Care Plan On Demand
Navigate to the appropriate patient health record
Make sure the information in the health record is up to date
Click the context menu in the top right corner (...)
Select "Create Care Plan"
NEW! You'll now see a "Template" option:
Select from your available templates to automatically populate the care plan fields
NOTE: Click "Continue" to create a blank care plan without using a template
Use "Back" if you need to select a different template after reviewing
Select or adjust the appropriate items to populate your eCare Plan including Encounter Type, Method, Payer Code (if applicable), Encounter Reason, & Interventions
Click "Continue"
Review the encounter details in the preview screen
Click "Save and Close"
That's it! Once your eCare Plan is saved, you can review it in the History tab on the patient profile. To provide a copy to the patient or caregiver, select the Print button and follow the printing prompts.
Generate a Care Plan After a Task
eCare Plans can be generated when a task is completed based on the interventions documented in the task.
Once you click "Continue" to complete the task, you'll have an option to generate the eCare Plan and click "Continue". Then, verify the Encounter Type, Method and Payer Code (if applicable), and click "Continue". The care plan will automatically be submitted to CPESN.
You can access these eCare Plans for reference in the History tab of the Tasks section of the profile.
NEW! Creating and Managing eCare Plan Templates
The new eCare Plan Template feature allows you to save time by creating standardized templates for common care plan scenarios.
Creating a New eCare Plan Template
Navigate to the Templates page in Organization Settings
Locate the "Care Plan Templates" section
Click "Create New" to start a new template
Complete the template details:
Title: Give your template a descriptive name (e.g., "Patient Education")
Encounter Types: Select applicable encounter types (e.g., In-person, Virtual)
Program: Choose the appropriate program to submit the care plan to
Encounter Reasons: Select the relevant reasons for this template
Interventions: Add commonly performed interventions for this template type
Click "Create" to save your new template
Managing Existing Templates
You can easily manage your eCare Plan Templates:
View: All your templates will appear in the Care Plan Templates section
Edit: Click the "Edit" button next to any template to modify its details
Delete: Remove templates you no longer need by clicking the "Delete" button
Notes About Templates
Templates are specific to your account; there are no platform-wide templates
Program selections will appear in the care plan even if they are not visible during creation (for non-CPESN locations)
You can create multiple templates for different clinical scenarios
Templates work similarly to other template types in the system
By utilizing eCare Plan Templates, you'll enhance your efficiency while maintaining high-quality, consistent patient care documentation.
CPESN Integration
Enabling the CPESN integration is a crucial step in ensuring all generated care plans are submitted to CPESN USA for participation credit in various programs. For organizations with an active CPESN integration (see this article to enable the integration for your pharmacy), DocStation will automatically send completed eCare Plans to CPESN USA once "Save and Close" is selected on the on-demand care plan, or when the task is completed.