A service order is a service user's complete care package, potentially made up of various service requirements.
For example, a service user may have a home visit on a Monday, and a shopping visit on a Wednesday.
When a service user's service order changes, it's advised to create a new service requirement to ensure their needs are met accurately.
For instance, if a user who previously received weekly visits now requires daily assistance a new service requirement should be created. This ensures that all changes are documented.
⚠️ Important: When adding new service requirements, this will end and create a new care plan in Access Care Planning. You'll need to copy the previous care plan or populate the activities again.
To get started, follow these steps.
Click Service User, then click Service User.
Then select Find, then click into the service user's record.
Select Care Visits, click into the service order.
Select the Service Requirement Details tab.
Click on the visit that is no longer required.
Add an End Date, then click Save.
Go back to the Service Requirement Details tab.
Click Add new to add a new record.
Enter the start date you would like the visit change to be effective from.
Enter the remainder of the details, then click Save.
Delete orders and requirements
If you've made a mistake when creating the service order or requirement, you can delete the record. This removes all history, so we recommend you only do this if it's a genuine mistake, and not a retirement of an old requirement or order.
If you need to end a requirement or order, follow the steps above.
⚠️ Warning: If you delete, you can't get the records back.
To delete, simply click the bin icon 🗑️
Integration with Access Care Planning
If you're deleting orders or requirements, ensure they're ended using the steps above in Access Care Rostering, before you delete.
If you don't end the order or requirement, the information still exists in Access Care Planning and you'll not be able to remove it.