Skip to main content

Care Planning - Step 1 -Assessment Tools

Written by Rachel Martin

The purpose of this guide is to explain how the care planning process works within Person Centred Software.

The 3-stage process is as follows:

• Stage 1: Assessment tools

• Stage 2: Initial and Current assessment

• Stage 3: Care Plans

If documents are completed in this order, the system can pull through information at each stage making the process a lot smoother for staff completing


In mCare:

1. Select a service user.

2. Select the Care planning drop down at the top right of the screen. This is where you can find the three stage Care Planning process.

3. Select Assessment tools.

4. The assessment tools section will initally be blank. To add assessments click Add assessment. The assessments appear in alphabetical order.

5. Add as many assessments for the individual as your home or organisation requires for the individual’s needs. For example, one service user may need ten assessments, someone else may need fifteen.

6. Assessments may contain different styles of questions:

• Square tick boxes: multiple responses may be entered.

• Round tick boxes: only one response may be selected.

• Text box: free text may be entered.

Note: If a question is not relevant to the service user it may be left blank.

7. Ticking the Needs future review box at the bottom of the assessment sets the review date. The system defaults to generating a review cycle of 28 days. This can be altered manually by using the calendar to select a new date.

Alternatively, the default review date may be changed to either a different interval period, or to a ‘resident of the day’ cycle. These settings may be configured using the options found within Organisation Details. To make these changes, a user needs to have Admin rights on the system. If you wish to do this and need help, please contact Support.

8. Once the assessment is complete the system calculates a score or indicates that it is not a score-based assessment.

9. The system links some of the risk assessments automatically to the appropriate sections of the care plan.

If there are any risk assessments that cannot be linked automatically, the following text will appear: please link to a care plan need. These ones may be linked manually as part of step 3 of the process (Care Plans)..

10. As well as adding assessments at this stage, there are also forms that may be completed if relevant to the service user.

They can be accessed by clicking Add form.

Once all the appropriate forms and assessments have been completed for a service user, we can move onto Step 2 – Initial and current assessment. See the separate guide.

Did this answer your question?