Care Plan Without Bereavement

ROLE PRIVILEGES NEEDED: <udl-white>Care Plans Without Bereavement<udl-white>


The "Care Plans Without Bereavement" report identifies all Patients that do/do not have Bereavement Care Plans based on how you documented the Bereavement information (checks for either the Bereavement Plan interim order or the Bereavement Care Need documented as part of the Care Plan). To remove Patients that appear on this report, you will need to add a specific Care Need called “Bereavement Plan of Care”. If you do not have this Care Need in your listing to select from, contact our Careficient support team to have this added to your Care Needs table.

To create this report, go to

  1. Reports
  2. Care Plans Without Bereavement

Select the drop down <btn>   All Items Checked  ▾ <btn> to the right of Agency to choose your agenc(ies).

Enter the From & To Dates...

Click <btnw>   Search   <btnw>

FILTER <returntomenu>menu ↑<returntomenu>

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Current Status..

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Bereavement.

REPORTS <returntomenu>menu ↑<returntomenu>

The report displays on your screen.

Care Plans WIthout Bereavement <btnw>   PDF   ▾  <btnw> includes:

Care Plans Without Bereavement <btnw>   Spreadsheet     ▾  <btnw> includes:

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.

Interactive Tutorial