---
title: "Digital Care Plans: Getting Started"
description: MedEssist Help
---
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# Digital Care Plans: Getting Started
## The possibilities are endless with MedEssist care plans — from formulary programs to PSPs, create and manage any service you can imagine with our blank canvas care plans.
### Creating a Digital Care Plan
1\. Click "**Care Plans**"
2\. Click "**Actions**" then click "**Add New Care Plan**"
**Tip!** MedCard = Digital Care Plan
MedCard is the default care plan. However, you can customize and make different care plans to your liking!
3\. Select **Type:** "**MedCard**" from the drop-down menu and manually enter patient information
Alternatively, you can click "**Search Patient**" to auto-populate a pre-existing patient record
Click "**Register**" when finished
### Patient Demographics
4\. Click "**Patient Demographics**" to view information about your patient
### Medication List
5\. Click "**Medication List**" to view a list of all the medications the patient is taking
To add medications or update the list, click "**Edit**"
6\. Click on any field below to change or update the medication
Click the **"+" button** to add a medication and click the **"x" button** to remove a medication
Once finished updating the patient's medications, click "**Update**"
7\. Click "**Print Medication List**" then click "**Print**"
Scan or upload the medication list to your PMS
### Shared Care Plans
8\. Click "**Shared Care Plan**"
Click "**Create**" to share information with your patients, caregivers, and providers
9\. Enter your care plan below
Alternatively, you can click "**Templates**" to quickly re-use a care plan template
10\. Here you can see a shared care plan for "**Low Blood Sugar Instructions**"
### Internal Workplace
**Alert!** Internal Workplace is for pharmacists only! It is **NOT** shared with patients.
11\. Click "**Internal Workplace"**
Here is a space where you are able to draft your notes, thoughts, and ideas
### Notes
12\. Click "**Notes**"
The notes section allows you to write short notes about your patients such as POC Testing, blood pressure readings, allergies, and more!
**Tip!** Clicking on the **"eye" symbol** enables sharing on/off features. This allows patients to see your notes.
### Files
13\. Click "**Files**"
Upload PDFs and .DOC files by clicking "**Choose File (.pdf/.doc./.docx) To Upload**" at the bottom-right corner of the window
### Patient and Provider Access to Care Plans
14\. Click "**Access**" to give patients access to their care plan!
You can text or email the access code and link separately for increased security
Alternatively, you can print a card for your patient if they want a physical card by clicking "**Print Access Card**"
15\. Sending a link will direct the patients or providers to your pharmacy website
By entering the **Access Code**, they can open the digital care plan
Click "**Submit**"
### Chat with Your Patient
16\. Click "**Chat**"
This enables communication between you and the patient
After composing your message, click "**Send**"
### Care Plan Dashboard
17\. Once your digital care plan is created, click "**Care Plans**" from the dashboard to see the list of care plans you created for your patients
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