Skip to content
English - United Kingdom
  • There are no suggestions because the search field is empty.

How to View/Download Care and Support Plan

This article explains how to complete all required profile sections in the People area, then view, print, or save the support plan as a PDF.

  1. Navigate to the People section from the main menu.

  2. Search for and select the individual who requires the Support Plan.

  3. Click on the individual’s name to open their profile.

  4. Before viewing the Support Plan, ensure these sections are completed to avoid missing information(empty fields).
    Confirm the following sections are filled in:

    • Details

    • About Me

    • Medical History(in my support tab)

    • Medication List(in my support tab)

    • Risk Management(in my support tab)

    • Routines(in my support tab)

    • Qualifications(in my support tab)

    • Care Circle
    • Care Service Agreement

    ⚠️ Any incomplete section may result in gaps in the Support Plan.

  5. Once all sections are complete, click the three dots (⋯) at the top of the profile, next to the individual’s name.

  6. Select View Support Plan from the menu.

  7. Review the Support Plan. If everything looks correct, click the Print button in the bottom-right corner.

  8. You can now save the Support Plan as a PDF or print it directly.


✅ Tip

  • Always review the Support Plan carefully before printing to ensure it reflects the most up-to-date information.

  • If changes are needed, return to the relevant section, update the details, and re-open the Support Plan.