How to Upload your Care Plan to Inca

1. Open the patient in your practice software. 

You will receive a pop-up notification if you are opening the patient record for the first time that day. The ‘Status’ section will display your action as “Upload Care Plan"

Click the ‘Upload Care Plan’ button

If you haven’t received the pop-up, click the Precedence Connector on your desktop taskbar, and Click “Check Status”.

2. Confirm patient consent, select Care Plan Type, and click Upload

3. Your care plan has successfully uploaded. Click Go to Health Record

4. Confirm patient consent and click Create Health Record

   

5. Click Share and complete TCA from the Actions section 

6. Review your uploaded care plan and click Next

7. Allow or deny access to all pathology and medication information 

8. Select care team members and assign referrals for Individual Allied Health Services

-  Click the pencil icon to change or bin icon to remove care team members

-  Click “Add Care Team Member” to search the Inca directory for other providers

9. Confirm suggested dates for the next review or edit as necessary, then select Next

10. A pop up will appear to confirm that the care team have been notified via their preferred Inca contact method 

11. As per the Medicare requirements of a TCA/TCA Review, at least 2 care team members must agree to participate. Where you have obtained a verbal agreement from the care team member, you can agree on their behalf. 

The care team member must be assigned a task in the care plan to add their agreement

12. Select Next to finalise the care plan

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