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Pharmacist eCare Plans

How to create and submit eCare Plans

Aubree Dorr avatar
Written by Aubree Dorr
Updated over 2 weeks ago

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:

  1. On-demand from the patient's health record

  2. After completing a Task

Generate a Care Plan On Demand

  1. Navigate to the appropriate patient health record

  2. Make sure the information in the health record is up to date

  3. Click the context menu in the top right corner (...)

  4. Select "Create Care Plan"

  5. 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

  6. Select or adjust the appropriate items to populate your eCare Plan including Encounter Type, Method, Payer Code (if applicable), Encounter Reason, & Interventions

  7. Click "Continue"

  8. Review the encounter details in the preview screen

  9. 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

  1. Navigate to the Templates page in Organization Settings

  2. Locate the "Care Plan Templates" section

  3. Click "Create New" to start a new template

  4. 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

  5. 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.

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