Our Care Planning Tools are designed to:
Creating a Care Plan is not a requirement to use eAdvocate. Many of our Clients know the type of Caring Professional they are looking for and can skip right to the Request for Care (RFC) process. However other Clients desire a little more assistance in the process and/or have more complex multi-disciplinary Care Needs. The Care Plan tools are designed to assist them with this process. Care Plan tools are also beneficial in:
1. Coordinating interdisciplinary teams. Care Plans help ensure all caring professionals have a shared understanding of patient goals and facilitate communication and coordination between team members.
2. Helping to manage ongoing care – Care Plans also assist the Care Coordinator to track the progress of care based on how the Patient's needs are met. We connect you with a Regulated Health Professional (RHP) to help you create a custom plan.
eAdvocate recognizes that creating care plans can be complicated. We have provided three options for our Members to to create a Care Plan.
eAdvocate offers a fixed fee ($50.00) quick care assessment plan with one of our professional Care coordinators. This is an efficient, time sensitive and convenient way to get started without added stress. The coordinator will conduct a needs assessment through a phone or video conference call, and then provide a high level assessment as a follow-up. This is a fast, convenient and easy way to get started. In order to create a Care Plan, you'll need to first register and Create a Client Account (Free) as well as a Patient Profile.
The assessment normally takes approximately 60 minutes and at the end you will receive a documented Care Plan designed to assist in you subsequently hiring the right professionals.
The most Robust option is to hire a Care Coordinator to create a detailed Care Plan, as well as to co-ordinate the care team and to be involved in ongoing care, along with your input and control.
Care Coordinators are available with different professional profiles depending upon your specific needs.
We also offer and make many of the Care planning tools available to clients for FREE so you can create a care plan on your own. In order to create a Care Plan, you'll need to first register and Create a Client Account (Free) as well as a Patient Profile.
eAdvcoate has also created a simple budgeting tool, that helps you budget for the care you need, and the care you can afford. This can be done as either part of the Care Plan or on its own.
A Quick Care Assessment involves having a telephone or Skype call with one of our professional Care Coordinators to help you develop a Care Plan together. At eAdvocate you can book a Quick Care Assessment with a Registered Healthcare Professional (RHP), which include nurses, social workers, occupational therapists and dietitians. The call between you and a Registered Healthcare Professional (RHP) lasts approx. 60 minutes, offering you an efficient, time sensitive, personal and convenient way to get started finding the right care you need. This Care Coordinator will conduct a needs assessment during the phone or video conference call, and then provide a high level Care Plan document to you by email, outlining the kinds of services you need, how often you need them and which recommended caring professional could best offer you care. In order to create a Care Plan, you'll need to first register and Create a Client Account (Free) as well as a Patient Profile. This Patient Profile offers you the chance to provide some initial details about the patients needs before your call, to better prepare the RHP to discuss your needs in more detail.
A Care Plan is a tool or document that is intended to provide a comprehensive overview of a patients’ care needs. It specifically includes the kinds of services you need, how often and which recommended caring professional could best offer you care. The Care Plan can also help a family or care team prioritize a patients care needs, monitor changes to care needs, consider your caring budget and help you make a plan to hire the best caring professionals.
Hiring a Care Coordinator is not required; you are able to create a Care Plan yourself as we provide access to our Care Planning tools free to all members. You can find these resources at on our Tools for Managing Care page. You are able to create a care plan for any patient that you are an advocate for. You can also make these tools available to your family to aid in decision-making and/or to the caring professionals you hire as part of your care team.
That said, if you are unsure of your care requirements, we do strongly recommend that you consider hiring a Care Coordinator to assist in the creation of a detailed Care Plan. Speaking directly with a Registered Health Practitioner (RHP), such as a nurse or occupational therapist, can be an important step in helping you to be the best patient advocate for your loved ones.
A complete Patient Profile with medical history and medications is an important component of the overall care plan. We ask that you complete this in advance of a Care Assessment call to allow your Care Coordinator to maximize the time available on the Care Call, and to discuss your needs in more detail. If you are concerned about what information to include, you can start with some of the most urgent details and then seek guidance during the call.
If you are unsure which type of Caring Professional you wish to speak to about creating a care plan, don’t be concerned; eAdvocate will assign a skilled Care Coordinator based on your needs and match this to the best available Registered Health Practitioner (RHP). If you already know which kind of RHP you would like to book your Quick Care Assessment with, our system allows you the opportunity to indicate this preference.
We find that by having clients provide 3 available appointment times, we can usually match at least one of those times with the availability of our Care Coordinators. The assigned Care Coordinator will respond to your booking within 24 hours to confirm one of these 3 times. In the rare case we can’t match a time, the eAdvocate Member Care team will reach out to find an alternative time and be sure you are responded to quickly.
We assign your Care Coordinator based on the fit with your needs, the needs of the patient, your desired skill set and your preferred appointment times.
While the Request for Care (RFC) process is superior for finding the right match for hiring Caring Professionals for ongoing care, we decided to offer an expedited approach to match Clients with Care Coordinators for the purposes of the quick Care Assessments. Some clients require quick or more complex support to better understand and choose the kinds of supports, services and Caring Professionals to meet their needs. Our Quick Care Assessments can be easily uploaded into an eAdvocate Request for Care to quickly help you find and hire someone to begin caring for your loved ones.
If you are interested in hiring a specific Care Coordinator who can help you organize care, navigate the system, accompany your family member and really become a patient advocate, you may also use the RFC process to hire your Care Coordinator. You can outline in the RFC that you are looking to hire a qualified caring professional in this capacity and our eAdvocate Caring Professionals, who are trained to offer this support, can respond to your request. Both options are available, however for the quick assessment, most clients prefer an expedited process.
When you receive a booking confirmation from the Care Coordinator, you will be asked to pay for the initial assessment upfront and give instructions for payment (via credit card or debit cared). We can’t accept payment before the Coordinator is assigned, because payment goes to a specific individual. You also must provide payment no later than 6am the day of the appointment or your appointment may be cancelled. Once the call and care assessment has been completed, we release the funds to the Caring Professional.
Yes – all Care Plan Assessment use a standardized contract that can be found at:
You will have the chance to review and accept this agreement after you have made a booking request, as well as when you receive a booking confirmation.
We treat patient related information with the utmost confidentiality. We require your express consent to capture this information and use it for the purposes of creating a Care Plan just for you and/or your loved one.
- We allow our Care Coordinator to have 30 days access to this information to create the Care Plan and address any follow-up questions from clients.
- Clients are in full control of who has access to patient related information through your sharing settings https://www.eadvocate.com/settings/sharing/
Clients can create a Care Plan for any Patient they are the advocate for (i.e. any Patient file which you have created). You can start the care plan at:
It is important to note, that the tool is designed for a trained Care Coordinator, who has very specific healthcare training, as well as best practice knowledge on how to use our tool. However, we do want to empower our clients to have the option of using the tool themselves for free, if it offers support for planning and coordinating care.
The Patient Needs Assessment is a standardized document intended to capture important patient information across 5 main areas: Diagnosis & Conditions, Challenges / Issues, Daily Living Situation, Social & Support Situation, Other Details. It is designed to be purposely flexible, to capture the widest possible range of patient needs. Our Care Coordinators receive an orientation as part of their onboarding with eAdvocate on how to best use this tool.
Patient Need Summary is the central document for the Care Plan, as it defines a patient’s care needs, the frequency of care, the specific skills needed and defines the types of Caring Professionals potentially qualified to deliver this care. You may describe and include, as many need areas as necessary to best cover the healthcare concerns for a patient. The Care Plan then allows you to summarize and prioritize your needs when hiring caregivers, coordinating and scheduling care.
We have closely connected the Care Plan tool with the process of creating an eAdvocate Request for Care (RFC). In your Care Plan Summary page you should see a list of Caring Professionals under ‘III. Hiring Your Care Team’. (Note: Caring Professionals need to first be added to a Need area in ‘II. Patient Need Summary’ for this to appear)
You can create an RFC by selecting “Create New RFC for...'. This will automatically start an RFC for this skill area, and import the list of services in your Care Plan that these professionals may perform. You can also deselect any services you don’t want to be included., but this allows you to get started looking for the care you need, as discussed with an eAdvocate Care Coordinator.
Alternatively, you can start an RFC from the standard Create an RFC page:
If you have chosen to simply start an RFC on your own, but you have completed a previous Quick Care Plan, our system will allow you to quickly import this information into the form and get started looking for the right care today.