Frequently Asked Questions

The Cancer Care Plan Builder (Survivorship Care Plan Builder) is available as a free download here on the Journey Forward website.

The Cancer Care Plan Builder (Survivorship Care Plan Builder)—including technical support is available to anyone at no charge. Its development, maintenance and support are funded by a collaboration of industry leaders with a common goal of improving survivorship care, including Anthem, Inc., Cancer Support Community, Genentech, National Coalition for Cancer Survivorship, Oncology Nursing Society, and UCLA Cancer Survivorship Center.

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The Cancer Care Plan Builder (Survivorship Care Plan Builder) is available to anyone at no charge. There is no limit on the number of users at a single institution.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) is available to anyone at no charge. You do not need to acquire a software license. However, you will need to agree to the End User License Agreement to install and use it.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) is meant to be used by healthcare professionals. If you are a patient and wish to initiate your own Treatment or rSurvivorship Care Plan, we recommend you use My Care Plan. It is available here on the Journey Forward website as both a writable PDF form and as a free mobile app.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) does not currently run on Apple computers—only on Windows. Mac users can use My Care Plan to create a Survivorship Care Plan. My Care Plan is available as a writable PDF form and as free mobile app.

Before you begin, check your computer against the system requirements below to make sure that you can install and run the Cancer Care Plan Builder (Survivorship Care Plan Builder) successfully. To check your operating system, service pack and available RAM go to your Control Panel:

  • On Windows 7 and 8: Control Panel > System & Security > System
  • On Windows Vista: Control Panel > System & Maintenance > System
  • On Windows 10: Control Panel > System & Maintenance > System

Operating system: The SCPB runs on Microsoft Windows XP, Windows Vista® and Windows 7 and 8. Make sure that you have the latest service pack installed for your operating system by running Windows Update.

.NET Framework: The SCPB uses Microsoft’s .NET Framework version 3.5 Service Pack 1. Most modern versions of Windows already have the .NET Framework installed. If your system does not, the SCPB installer should download it for you.
Alternatively, you can find it at no charge at Microsoft Downloads.

Report Viewer: The SCPB uses Microsoft’s ReportViewer 2010. The SCPB installer should download it for you. Alternatively, you can find it at no charge at Microsoft Downloads.

Storage requirements: The SCPB requires 10MB of free disk space if the .NET Framework is already installed and 290MB if it is not.

RAM requirements: The SCPB requires a minimum of 447MB of RAM for installation.

Screen resolution: The SCPB requires a minimum screen resolution of 1024 x 768 pixels.


Before you begin, check your computer against the system requirements to make sure that you can install and run the program successfully. It is also a good idea to close any open applications, such as Outlook or Word. Download the installer here. Be sure to note where you save it. We recommend a location that's easy to find, such as your desktop.

When you finish downloading, locate the installer which is named SCPBSetup.exe. Double-click this file to begin the installation, and follow the prompts. You will need to agree to the End User License Agreement (EULA). When the installation is complete, you will see the icon at the left on your computer’s desktop. To launch the Survivorship Care Plan Builder, double-click this icon or go to the Start menu and choose the Cancer Care Plan Builder (Survivorship Care Plan Builder) from Programs.


Note: In some practices, when users save their first Care Plan, they receive the error message, “Your Care Plan has been saved; however, you do not have sufficient user rights to save configuration information…..” This happens when the folder where the configuration file is stored is designated as read-only. Until you clear this error, changes to the Regimen Setup, Survivorship Library, Custom Templates and autocomplete lists are not saved.

To correct this issue, ask your IT department to remove the read-only property from the following folder:

On Windows 8: %PROGRAMDATA%\NearSpace\Survivorship
On Windows Vista and Windows 7: %ALLUSERSPROFILE%\NearSpace\Survivorship
On Windows 10: %ALLUSERSPROFILE%\Application Data\NearSpace\Survivorship

You can open and edit a saved Care Plan by selecting Open  from the File menu or Care Plans sidebar (or by pressing Ctrl + O). You can also choose from a list of recently opened Care Plans at the bottom of the Start Screen.

Opening a saved Survivorship Care Plan

The Cancer Care Plan Builder (Survivorship Care Plan Builder) includes Care Plan templates for several common cancer types. These are available when you open the Care Plan Builder or select New  from the File menu or Care Plans sidebar. Select a template to create a new Care Plan.

Please note: If you want to create a Care Plan for a patient with another type of cancer, you can either use the generic template or you can build your own template.

Start screen for the Survivorship Care Plan Builder

Please note: A Survivorship Care Plan is intended to be a summary document whose purpose is to assist the healthcare team in coordinating care for the patient after active treatment ends. A Treatment Plan or Survivorship Care Plan does not replace the medical record and a complete medical history provided by the patient.

Survivorship Care Plan Sections

All of the Care Plan templates have 5 sections, which are available at the top of the template as shown below.

Survivorship Care Plan sections

Section 1: General Information
Here you'll enter contact information for the patient and his or her care team. This is important for coordinating care.

Section 2: Background Information
Here you'll provide basic information on the patient’s medical background and diagnosis, including family history, genetic testing, surgeries, chemotherapy and other health concerns. Again, this is not comprehensive or meant to replace the patient's complete medical record.

Section 3: Treatment Plan
Here you'll enter the patient's planned course of treatment. In the cancer-specific templates (lymphoma, breast, colon and lung cancer), you can select the chemotherapy regimen from a list of commonly used regimens. In the generic template, you must enter the individual therapeutic agents and schedule for the patient.

Section 4: Treatment Summary
Here you'll enter summary information describing the actual course of treatment, including deviations from the treatment plan, serious toxicities, hospitalizations during treatment, additional surgeries and medications.

Section 5: Follow-Up Care
Here you'll select the follow-up care schedule, preventive care recommendations, and any additional needs, concerns, interventions or referrals.

Field Types

The Survivorship Care Plan Builder (SCPB) includes several types of fields, including:

  • Text fields: Enter information with your keyboard.
  • Selection lists: Select from a list of values or enter information with your keyboard.
  • Date fields: Type in a date or select a date from a calendar.
  • Checklists: Select 1 or more item from a list.
  • Radio buttons: Select 1 of 2 or 3 choices.

You can also leave fields blank. With the exception of the care team contacts, fields that you leave blank will not appear in the printed Survivorship Care Plan.

Managing an Autocomplete List

Many text fields have autocomplete, which means that previous entries are remembered and available for selection. To remove an entry, such as a misspelled name or out-of-date phone number, right-click in the text field to display the autocomplete list and select the item you want to remove.

Moving Between Sections

To move between sections, use the links at the top or the Previous and Next  links at the bottom.

You will need the information listed below to complete a Treatment or Survivorship Care Plan.

Please note: A Cancer Care Plan is intended to be a summary document whose purpose is to assist the healthcare team in coordinating care for the patient after active treatment ends. A Cancer Care Plan does not replace the medical record and a complete medical history provided by the patient.

  1. General Information: Contact information for the patient and their care team. This is important for the coordination of care.
  2. Background Information: Basic information on the patient’s medical background and diagnosis, including family history, genetic testing, surgeries, chemotherapy and other health concerns. Again, this is not comprehensive or meant to replace the patient's complete medical record.
  3. Treatment Plan: Key information about the planned course of cancer treatment.
  4. Treatment Summary: Summary information describing the actual course of treatment, including changes to the treatment plan, serious toxicities, hospitalizations during treatment, additional surgeries and medications.
  5. Follow-Up Care: The follow-up testing schedule, preventive care recommendations, and any additional needs, concerns, interventions or referrals.

It can take anywhere from 15 to 60 minutes to make a Treatment or Survivorship Care Plan. The amount of time will depend upon how available the needed information is within your medical record system. If you use a cancer registry software like CNExT (by C/NET Solutions), ERS or Rocky Mountain Cancer Data Systems, you can import most of the treatment summary from your registry system to the Cancer Care Plan Builder (Survivorship Care Plan Builder).

Wherever possible, the Cancer Care Plan Builder provides selection lists, checklists, calculators and other utilities to make the creation of Treatment and Survivorship Care Plans as quick and easy as possible.

Treatment Plans, Treatment Summaries and Survivorship Care Plans are usually prepared by an oncology nurse, nurse practitioner or nurse navigator. They may also be prepared by the oncologist. They may be started by one person—for example, a cancer registry technician or lay navigator—and completed by another (such as the oncologist or oncology nurse).

The Cancer Care Plan Builder (Survivorship Care Plan Builder) is intended to be used by healthcare professionals. However, some patients may not receive a Plan from their oncology provider or they may simply wish to collaborate more closely in their ongoing care. For these patients we provide My Care Plan, a mobile app for patients to assess their ongoing needs and initiate the survivorship care planning process.

Delete a Care Plan the same way you delete any file or document. Use Windows Explorer to find the file (normally in My Documents/Survivorship Care Plans  unless you changed the save location in Preferences). Right-click on the file and select Delete.

Journey Forward's Survivorship Library includes hundreds of articles and factsheets for survivors and their healthcare providers. It may also include documents that you yourself have added. (See Managing the Survivorship Library.)

You can attach any of these documents to individual Survivorship Care Plans. To do so, open the Care Plan and select Print. Then select Add/Remove Documents. Add a library document by selecting it from the list on the left and then selecting the > (Move right) arrow. Remove a document from a Care Plan with the < (Move left) arrow. When finished, select Done to save your changes.

When you select Done, you will see the documents you selected now listed in the Print dialog.


Tip: Press Shift and the up/down arrow to select more than one item from the Library. To move an entire category of documents select the header.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) currently makes Care Plans in English only. However, you can add educational factsheets in other languages to the Survivorship Library and attach these to your Care Plans.

Save an open Treatment or Survivorship Care Plan by selecting Save  from the File menu or Care Plans sidebar (or by pressing Ctrl+S).

The first time you save a new Care Plan, the Medical Record Number will be suggested as the file name, provided you entered one. By default, Care Plans are saved in a folder named Survivorship Care Plans  in My Documents. If your organization does not permit patient data to be stored on a local hard drive, you can save Care Plans elsewhere like on a secured, shared, internal network. You can change the default save-location for Care Plans in Preferences.

Select Save As  to save a Care Plan under a different file name or in another location.


NOTE: On occasion, when users save their first Care Plan, they receive the error message: “Your Care Plan has been saved; however, you do not have sufficient user rights to save configuration information….” This happens when the folder where the SCPB configuration file is stored is designated as read-only. Until you clear this error, changes to the Regimen Setup, Survivorship Library, Custom Templates and autocompletion lists are not saved.

To correct this issue, ask your IT department to remove the read-only property from the following folder:

  • On Windows 8: %PROGRAMDATA%\NearSpace\Survivorship
  • On Windows Vista and Windows 7: %ALLUSERSPROFILE%\NearSpace\Survivorship
  • On Windows 10: %ALLUSERSPROFILE%\Application Data\NearSpace\Survivorship
     

Yes. First, be sure that everyone who wants to work on the Treatment Plan or Survivorship Care Plan has downloaded and installed the Cancer Care Plan Builder. Once it's installed, you can save individual Care Plan files to a local hard drive and share the .SCPB  files via email—just like you would ordinary documents. Or, you can save the Care Plans to a shared network drive where they can be accessed and/or edited by others. Please note that only one person can work on a Care Plan at a time.

From the Print dialog you can print a hard copy of the Treatment or Survivorship Care Plan. You can also create a copy of a Care Plan as PDF or Word file and then email it as an attachment or move it to a shared network drive.

At any point, you can print or preview your Treatment or Survivorship Care Plan. You can also export it as a PDF or Word file. To do this, open the Care Plan and select Print  from the File menu or Care Plans sidebar (or press Ctrl+P).

When you print or export a Care Plan, the five sections of the Care Plan Form (General Information, Background Information, Treatment Plan, Treatment Summary and Follow-Up Care) are always included. That said, when you were editing your Care Plan, you may have left some fields blank. With the exception of the Care Team table (in the General Information section), fields left blank won’t appear in the printed Care Plan.

From Print Options you can also attach documents from the Survivorship Library. For example, if this patient reported ongoing symptoms of anxiety and depression, you may wish to attach the factsheets on managing these symptoms, as well as information on what to expect, symptoms to watch for, follow-up care guidelines, etc.


Note: The printed Care Plan includes definitions for staging, grading and various acronyms, which are not displayed in the Care Plan template. Be sure to review the printed Care Plan for accuracy before giving it to a patient or other healthcare provider.

Yes, you can replace the Journey Forward logo in the upper left corner of Treatment and Survivorship Care Plans with your own logo or image.

To change the logo:

  1. Select Preferences  from the Tools menu or sidebar (or press Ctrl+F).
  2. Select Browse  and use Windows Explorer to locate your logo file. Please note: Your logo should be a JPG, PNG, GIF or BMP that is no larger than 75 pixels tall by 396 pixels wide.


     

  3. Select OK  to save your changes and close Preferences. Your logo will appear on your Care Plans until you change your Preferences again.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) includes templates for breast cancer, colon cancer, non-small-cell lung cancer and diffuse large B-cell lymphoma. To add your own Care Plan templates:

  1. Select Templates  from the Tools menu or sidebar (or press Ctrl+T).


     

  2. From the Custom Templates dialog, double-click or select the green Add  button on the top right.

    Template manager
     

  3. Select the cancer type on the Properties screen. You can also add a subtype.

    Template editor
     

  4. Review each of the 5 Care Plan sections—General Information, Background Information, Treatment Plan, Treatment Summary and Follow-Up Care—and add fields as you see fit. Please note: All templates have a number of shared fields that cannot be moved, edited or deleted, including the patient name, date of birth, cancer staging, etc. These fields appear grayed out in the Template Editor.

    Template editor
     

  5. Select Ok  to save your template and close the Template Editor.
     
  6. To create a new Care Plan based on your custom template, select its icon from the Start Screen.

    Select custom template

The Survivorship Library includes hundreds of factsheets on symptom management, follow-up care and other survivorship issues. These can be attached to individual Care Plans before printing. If you have materials that you often share with cancer survivors -- like information on your institution's survivorhip services, factsheets on managing symptoms, wellness recommendations, etc. -- we recommend you add these to the Survivorship Library. To do so:

  1. Select Library  from the Tools menu or sidebar (or press Ctrl+L).
  2. Select a cancer category. For documents that apply to multiple cancer types, select "General." lf need be, you can add additional categories with the green "+." However, you can't delete categories.
  3. Next select the green "+" above the document list as shown below.


     

  4. This will open the Document Editor. Enter the document title and body text. Then select Save  and Close.

    Survivorship Library document editor

As with regimens, you cannot edit or delete documents that come with the Cancer Care Plan Builder. But, you can save and edit a copy of any document. Select "a|e" to open the document, and use Save As  to save it under a different name.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) includes a number of common chemotherapy regimens. These are available for selection in the Treatment Plan section of Care Plan Templates. If your practice uses a regimen that is not included in the Regimen Library, you can add it and then it will be available for selection in the Care Plan template.

Open Regimen Setup by selecting Regimens  from the Tools menu or sidebar (or by pressing Ctrl+E). You will see a list of cancer types. Select the "+" to show regimens for a cancer type. Regimens that you or another user have added will have a red asterisk. They can be deleted; other regimens cannot. To make a regimen unavailable  for selection from the Care Plan templates, uncheck the box next to it.

Chemotherapy Regimen Setup

Adding a New Regimen
You can add regimens in two ways: You can either create a copy of an existing regimen and customize it, or you can define a new regimen from scratch.

Customize regimen makes an editable copy of the selected regimen. The Regimen Editor  appears with the information from the regimen you are using as a starting point already filled in. The name of the regimen is now preceded by the word “Custom.” You can (and probably should) change this name; however, you cannot give the regimen the same name as a regimen that already exists in Regimen Setup. Edit your copy of the regimen as needed. For example, in the Summary field, edit the dosing, schedule and route. Then add, edit or remove agents from the chemotherapy table. You can also add a citation. Save your changes by selecting Apply  or select OK  if you are finished.

Once the new regimen has been saved, it will appear in Regimen Setup and  in the Care Plan Templates' regimen selection lists.

Add new regimen  is similar to Customize regimen. The difference is that you have no starting values to work from.

To share your custom templates and your customizations to the Regimen Setup, Survivorship Library and Survivorship Care Plan logo:

  1. Make all your changes to the Survivorship Care Plan Builder (SCPB) templates, regimens, library and logo at one workstation.
  2. Copy the file called CustomTemplates.xml and SurvivorshipConfig.xml  from that workstation.
  3. Replace the files by the same name on other stations running the SCPB.

Your Custom Templates  and Survivorship Config  files can be found here:

On Windows 8: %PROGRAMDATA%\NearSpace\Survivorship\config
On Windows Vista and Windows 7: %ALLUSERSPROFILE%\NearSpace
On Windows 10: %ALLUSERSPROFILE%\Application Data\NearSpace
 

By default, the  Cancer Care Plan Builder (Survivorship Care Plan Builder) automatically checks for program updates every two days—provided your computer is connected to the Internet. You can also manually check to see that you have the latest version of the SCPB at any time. Simply select Check for Updates  from the Help menu.

If a newer version is available, you will be prompted to download and install it.

By default, the Cancer Care Plan Builder (Survivorship Care Plan Builder) automatically checks for program updates every two days. If any are available, you will be prompted to download and install them. You can turn this feature off, change the frequency of update checks, change the download location for program updates, and/or change the installation settings in Configure Updates

Of course, if your computer is not connected to the Internet, you will not be able the check for updates, nor download and install them.

Select Configure Updates  from the Help menu.

Configure updates for the Survivorship Care Plan Builder

Make the changes you wish and select OK.

Yes, all versions of the Cancer Care Plan Builder (Survivorship Care Plan Builder) are backwards compatible. You will have no problem opening, editing and/or saving old Care Plans with the latest version. However, once you've saved a Care Plan with the latest version of the Care Plan Builder, you may not be able to open it in earlier versions of the program.

Currently, C/NET Solutions (CNExT), ERS (Electronic Registry Systems) and Rocky Mountain Cancer Data Systems enable patient data to be exported from their registry product to the Cancer Care Plan Builder (Survivorship Care Plan Builder). Approximately, 60% of your Care Plans can be filled in with your registry data in this way. For assistance in enabling the export from CNExT or ERS, please contact your registry's technical support:

Journey Forward is currently working with several other registry providers to enable a similar functionality from their systems. If you would like to export patient data to from your registry (and you don't use C/NET Solutions, ERS or Rocky Mountain Cancer Data Systems, please contact your registry provider and share this page with them. NearSpace, the software developer for the Cancer Care Plan Builder, is available to assist them.

Approximately, 60% of the information in a Survivorship Care Plan can be filled in with your registry data. The remainder of the plan can then be quickly completed with the Cancer Care Plan Builder.

If you would like to enable patient data to be exported from your registry, please see our technical documentation. If you have questions, NearSpace (the software developer for the Survivorship Care Plan Builder) is available to assist you.

Journey Forward’s Care Plans are just like any other document. You can store them anywhere you like on your computer or on a secured, shared network drive connected to your computer. By default, all Care Plans are saved in a folder called Survivorship Care Plans, which can be found in My Documents. Many users, however, choose to save their files in a folder on their password-protected Intranet, where they can be accessed by other secured users. No patient information is transmitted over the internet or stored on a public server; Journey Forward has no means of accessing your patient data. Please work with a privacy professional in your organization to make sure the Cancer Care Plan Builder (Survivorship Care Plan Builder) is integrated into your existing HIPAA compliance program and used in a compliant manner.

You can store your Care Plans anywhere on your computer or on a secured, shared network drive connected to your computer. By default, Care Plans are saved in My Documents  > Survivorship Care Plans. To change this location:

  1. Select Preferences  from the Tools menu or sidebar (or press Ctrl+F).
  2. Enter the path to your chosen directory in the text box or select Browse  to locate an existing directory.

    Saving survivorship care plans
     

  3. Select OK  to save your changes.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) is a Windows-based, desktop program. It is installed on individual workstations.

During installation, the user must agree to an End User Licensing Agreement (EULA). There are no licensing or service agreements required beyond the EULA.

The Care Plan Builder receive data from another application. For example, some registry vendors enable patient data to be exported in a file format that can be read by the SCPB.

The Care Plan Builder does not send data to any other applications or to vendors external to your organization. The Care Plan Builder does not transmit patient information over the Internet or store it on a public server; Journey Forward has no means of accessing your patient data.

The Care Plan Builder does not provide built in password protection, user authentication or encryption. Patient data (the Survivorship Care Plans) can be stored on a secure network drive at your institutions. You may apply security provisions to these files in compliance with your privacy policies.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) is provided to you at no charge as is. You are welcome to contact our technical support line if you have IT-related questions, however, we cannot assist you in filling out your paperwork for you.

In most places, you are not limited to the choices in the selection lists. You can also enter free-form text. So, go ahead and type in your entry using your keyboard.

The Cancer Care Plan Builder (Survivorship Care Plan Builder) uses a few components from Microsoft. These are typically installed during the normal SCPB installation process. However, sometimes they fail to install. If Report Viewer is not installed, you will see the error message below when you try to print. To clear this error message, please download and install Report Viewer from here at no charge.

Report Viewer Missing error message

 

The Cancer Care Plan Builder (Survivorship Care Plan Builder) only includes templates for breast, prostate, colon and lung cancer, and lymphoma. If you wish to make a Treatment or Survivorship Care Plan for a different type of cancer, you can either use the Generic template, or you may build and add your own template.

Highlight any part of the date, and press your Delete key. The backspace may not work on some systems.

On occasion, when users save their first Care Plan, they receive the error message below. This happens when the folder where the Survivorship Care Plan Builder (SCPB) configuration file is stored is designated as read-only. Until you clear this error, changes to the Regimen Setup, Survivorship Library, Custom Templates and autocompletion lists are not saved. (The Survivorship Care Plan you were working on has been saved.)

To correct this issue, ask your IT department to remove the read-only property from the following folder:

  • On Windows 8: %PROGRAMDATA%\NearSpace\Survivorship
  • On Windows Vista and Windows 7: %ALLUSERSPROFILE%\NearSpace\Survivorship
  • On Windows 10: %ALLUSERSPROFILE%\Application Data\NearSpace\Survivorship

Saving Care Plan error message

Yes! We would be delighted for you to link to any page on our website. Thank you!

Yes, you can make the Medical History Builder (PDF) available for patients to download from your hospital website. We also recommend you include links to My Care Plan and to the Journey Forward Survivorship Library, which has patient-oriented information on what to expect after being treated for cancer.

Yes, you can make the PDF version of My Care Plan available for patients to download from your hospital website. My Care Plan is also available as a free mobile app. We recommend you include links to the mobile versions and to the Journey Forward Survivorship Library, which has patient-oriented information on what to expect after being treated for cancer.

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When you print a Treatment Plan, Treatment Summary or Survivorship Care Plan, the Care Plan Builder will only print the fields into which you entered data. This makes it difficult—but not impossible—to print a blank Care Plan.

Printing a Blank Care Plan
Follow these steps:

  1. Select a template in the Cancer Care Plan Builder.
  2. Go through the form and add something to every field. For example, add the word "SAMPLE" to every field and add the date "01/01/2001" to all date fields.
  3. Use Print Options to export a copy of this Care Plan to Word.
  4. Open the Word document (which will be saved in My Documents/Survivorship Care Plans).
  5. Delete the values you entered, including any dates, occurrences of the word "SAMPLE" and other selections.
  6. Make any further changes you desire to your blank Care Plan.

Alternatively, you can use My Care Plan.The advantage of My Care Plan is it's already a writable, printable PDF form. It also has an expanded psycho-social assessment. The disadvantage is, compared to the Survivorship Care Plan Builder forms, the Treatment Summary is abridged.