All Collections
The Pro Plan
Risk assessments
How do I remove a risk assessment from a care plan?
How do I remove a risk assessment from a care plan?

Moving a risk assessment that is no longer needed into the ‘historical’ risk assessments.

Anna avatar
Written by Anna
Updated over a week ago

When a risk assessment is no longer needed, you can easily remove it from a care plan.


Option A) From the risk assessment

This option is particularly useful if you want to remove the same risk assessment from multiple care plans.

Step 1 – Open the risk assessment and click edit

You can do this by clicking on the risk assessment from the Risk Assessments tab or from a care plan that it's already attached to.

Step 2 – Remove care plans

Click on the little x next to the name of the care plan you want the risk assessment removed from.

Step 3 - Press save

Once you click on the Save button, a pop-up will appear reminding you that you'll need to review the care plans you've attached the assessment to. Click ok on this.

You’ll now see that the risk assessment has been moved from the care plan.



Option B) From the care plan

This option is particularly useful if you want to remove several risk assessments from one care plan.

Step 1 – Go to the care plan that has the risk assessment you are looking to remove

If you have the same risk assessment attached to more than one care plan, you will have to go into each care plan to remove them.

Step 2 – Click the 'Review Care Plan' button

Step 3 – For the risk assessment you want to remove, press the three dots icon on the right-hand side and select ‘Remove’

The actions from this risk assessment will also be removed from the care plan.

The removed risk assessment can still be viewed in the risk assessment dashboard under the not attached to a care plan.

Did this answer your question?