Care planning walkthrough
Follow Margaret from first assessment to a finished care plan — sample data, nothing is saved
What happens
When you add a new client, you go straight to the initial assessment — the form you complete together at the first meeting. It covers personal details, health, daily life, home environment, consent and what matters to the person.
Submitting it prefills the care plan, so nothing is typed twice.
Initial assessment — Margaret Thompson (sample)
- Name, date of birth, address
- Margaret Thompson, 12 March 1938, 14 Church Lane
- Next of kin
- Susan Thompson (daughter) — 07700 900123
- GP & pharmacy
- Dr Patel, Church Lane Surgery · Boots, High Street
- Allergies
- Penicillin — rash
- Diagnosis
- Vascular dementia (moderate), osteoarthritis
- DNACPR / ReSPECT
- ReSPECT form in place — kept in red folder by front door
- Mobility
- Walking frame indoors; one person to assist with stairs
- Personal care
- Washes face and hands herself; staff help with back, legs and feet
- Eating & drinking
- Soft diet; likes porridge with honey; encourage 1.5L fluids a day
- What matters to me
- “I want to stay in my own home and keep my garden.”
✓ Submitted by Jack (Registered manager) — care plan prefilled from these answers