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Care plans and the nurse's phone

Each patient gets their own procedure schedule. Each nurse gets a to-do list on their phone with one-tap check-off. Management sees what's done, what's overdue and what happened on every shift.

  • Updated Oct 11, 2026
  • 5 min read

What is a care plan in a CRM?

A care plan is a schedule of recurring procedures for a specific patient: what, how often and who did it. In a care home or hospice, it shapes the quality of life of bedridden patients and the family's peace of mind. Without a system, it all relies on nurses' memory and paper sheets at the nurses' station.

In 95sales CRM, procedures are assigned only through each patient's own plan: every patient gets their own set and their own interval. Typical procedures:

  • repositioning;
  • feeding and fluids;
  • linen changes;
  • hygiene;
  • blood pressure and temperature checks.

How do nurses work from their phone?

A nurse opens the CRM on their phone (installed to the home screen like an app, as a PWA) and sees the procedures due now. Marking "Done" takes one tap. Missed the moment? You can log it after the fact. Vitals like blood pressure and temperature go straight into the procedure.

Nurse's phone: procedures by patient, one-tap "Done", overdue items on top.

The bottom menu on the phone adapts to each role. Nursing staff see care, not the sales pipeline or finances. A nurse can't see anything their access rights don't allow.

What does management see?

The head nurse or director sees the full picture across all patients:

What you seeWhy it matters
Overdue proceduresStep in before it becomes a problem
Care logWho did what and when, for every patient
IncidentsFalls, refused meals and other events, on record
MedicationsWhat each patient takes and on what schedule
Extra servicesCharged from the Care section to the patient's bill

The care log is stored encrypted (AES-256, with a separate key for each client). This is sensitive health data.

Before and after

Say a care home has 25 bedridden patients and three nurses per shift. Repositioning every 2–3 hours, feeding, fluids and hygiene add up to hundreds of check-offs a day.

Paper sheet at the stationCare plan in the CRM
Check-offs filled in at the end of the shift, from memoryChecked off on the phone as it happens
Misses discovered during roundsOverdue items visible at once
Hard to show a relative what was doneCare log with dates and staff names
Extra services forgotten on the billCharged from the Care section
Different sheets at different stationsOne plan for all sites

How to get started in 5 steps

  1. List the procedures you actually do and how often.
  2. For each patient, turn on the procedures they need and set their own interval.
  3. Install the CRM on nurses' phones (from the browser, "Add to Home Screen").
  4. Agree on one rule: check off right after the procedure, not at the end of the shift.
  5. After a week, review overdue items and the care log. Adjust intervals that aren't realistic.

Who is it for?

The care plan is linked to the bed board and the patient record. A patient's bed, rate, procedures and extra services are all connected.

Notifications and team communication on shift

Care plans work alongside the CRM's internal communication tools, so nurses don't have to message each other in personal apps.

  • Push notifications arrive on any phone where the CRM is installed as an app.
  • Urgent alerts come with read receipts. Management sees who on the shift has read an important message.
  • Internal chats — team-wide, by site and one-to-one. Patient discussions stay inside the CRM, not on someone's personal phone.
  • Tasks in the planner can be linked to a patient. For example, "order a pressure-relief mattress" or "call the daughter about medications".

Staff activity tracking also shows who worked in the CRM during a shift. Only an open tab with actual input counts, and staff accept the monitoring policy up front. This matters most at night and on weekends, when the head nurse isn't on site. A missed procedure shows up in the plan, and an urgent message doesn't get buried in family group chats.

Medical details don't leave the CRM. Telegram is off by default, and there's no chatting with patients or families in Viber or WhatsApp.

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FAQ

What clinics ask

How do I manage a care plan for a bedridden patient in software?

In 95sales CRM, you set procedures and an interval for each patient: repositioning, feeding, fluids, hygiene, blood pressure. A nurse marks each one done with a single tap on their phone.

Can nurses check off procedures on their phone?

Yes. The CRM installs on a phone from the browser like an app, and nursing staff get their own menu with the care plan. They can also log a procedure after the fact.

Can management see missed procedures?

Yes. Overdue procedures are visible at once, and the care log shows who did what and when.

Can I track incidents and medications?

Yes. The Care section includes incidents and medications, and the care log is stored encrypted.

Does the care plan work without internet?

No, there's no offline mode. Check-offs need mobile data or Wi-Fi.