Care Plans
Create AI-generated care plans, track review dates, and manage plan status.
Creating a care plan
Navigate to a resident's profile and select "Care Plans", then "New Care Plan". Choose the care plan type: Personal Care, Nutrition & Hydration, Mobility, Dementia & Cognitive, or End-of-Life Care. BoolCare's AI will then guide you through a series of questions about the resident.
The AI questioning process
The AI asks targeted questions relevant to the care plan type and the resident's existing profile. Answer each question as accurately as possible — the more detail you provide, the better the resulting care plan. Typical completion time is 3–8 minutes depending on complexity.
Reviewing and publishing
Once the AI has generated the care plan, you will see a full draft for review. Read through each section, make any edits needed, and then click "Publish". The plan is not active until published. Unpublished drafts are saved automatically and can be returned to at any time.
Once the AI has generated the care plan, you will see a full draft for review. Read through each section, make any edits needed, and then click "Publish". The plan is not active until published. Unpublished drafts are saved automatically and can be returned to at any time.
Review dates
Every care plan has a review date. BoolCare will notify relevant staff when a review is due. To update a care plan, open it and select "Review Plan" — the AI uses the existing plan as context and guides you through updating any sections that have changed.
Reviews due on the dashboard
The dashboard shows an "Overdue for review" tile for care plans and one for risk assessments, for staff who can create or update them. The number is how many are overdue, with "+N due within 7 days" underneath. The tile is red if anything is overdue and amber if items are only due soon. Select the tile to open a pop-up with a card for each resident, most urgent first. Each card lists the resident's plans with their review date and "Overdue by N days", "Due today" or "Due in N days". Select the resident's name to open their profile, or a plan to open it and carry out the review. Archived plans are not included.
Updating all care plans at once
On a resident's Care Plans tab, select Update from… to update every active care plan together. Choose Resident history (automatic) to have the AI check each plan against records added since it was last written, or Describe what's changed to type a short note (for example a change after a GP visit) and select Generate suggested updates. You need permission to create care plans, an internet connection, and at least one active published care plan. You can run this up to 10 times an hour.
The update review screen
The review screen shows what the AI understood from the records or your note, and which care plan and section each point went into. Anything it could not place is listed under "Not added to any care plan" so you can add it by hand if it still applies, and every plan shows whether it has a proposed update, needs no change, or was skipped. Plans the AI did not change but that may be affected are flagged in amber, and you can dismiss the flag. Each plan with proposed changes opens to show its sections side by side with the current wording. Accept, edit or keep the original for each changed section, and accept or reject any new section. Select Keep Original on a plan to throw away its whole proposal. Publish All Reviewed Updates becomes available once every plan is reviewed or kept as it was, and needs permission to update care plans.
The review screen shows what the AI understood from the records or your note, and which care plan and section each point went into. Anything it could not place is listed under "Not added to any care plan" so you can add it by hand if it still applies, and every plan shows whether it has a proposed update, needs no change, or was skipped. Plans the AI did not change but that may be affected are flagged in amber, and you can dismiss the flag. Each plan with proposed changes opens to show its sections side by side with the current wording. Accept, edit or keep the original for each changed section, and accept or reject any new section. Select Keep Original on a plan to throw away its whole proposal. Publish All Reviewed Updates becomes available once every plan is reviewed or kept as it was, and needs permission to update care plans.
Care plan status
Care plans can have the following statuses: Draft (being created), Active (published and current), Under Review (review in progress), and Archived (superseded by a newer version). The resident's overview shows all current active plans and any overdue reviews.
Deleting an archived care plan
Once a care plan has been archived, a "Delete" option becomes available from the plan's page. Deleting a care plan is permanent, so you'll be asked to type a confirmation phrase before it is removed. By default only Managers can delete archived care plans — Senior Carers and Carers cannot. An account owner can change who is allowed to do this in Settings > Team > Role Permissions.
Once a care plan has been archived, a "Delete" option becomes available from the plan's page. Deleting a care plan is permanent, so you'll be asked to type a confirmation phrase before it is removed. By default only Managers can delete archived care plans — Senior Carers and Carers cannot. An account owner can change who is allowed to do this in Settings > Team > Role Permissions.
Exporting all care plans to one PDF
On a resident's Care Plans tab, select "Export all (PDF)" to download every active care plan in a single PDF. The PDF includes care plans in the Active and Under Review columns, but not archived ones. It starts with a cover page showing your logo, the resident's details, who exported it and when, followed by a contents list. Select any care plan in the contents to jump straight to it, and use "↑ Contents" at the top of each care plan to jump back. Each care plan starts on a new page. You need the Export data permission to see this button. Single care plans downloaded from their own page use the same layout.
On a resident's Care Plans tab, select "Export all (PDF)" to download every active care plan in a single PDF. The PDF includes care plans in the Active and Under Review columns, but not archived ones. It starts with a cover page showing your logo, the resident's details, who exported it and when, followed by a contents list. Select any care plan in the contents to jump straight to it, and use "↑ Contents" at the top of each care plan to jump back. Each care plan starts on a new page. You need the Export data permission to see this button. Single care plans downloaded from their own page use the same layout.