{% extends 'myadmin/base_myadmin.html' %} {% block title %}Final Care Plan | {{ property.property_name }} | MyAdmin{% endblock %} {% block content %}

Final Care Plan: {{ property.property_name }}

Convert the owner’s property details, service selections, and provisional calculator estimate into Ensolanka’s final operational care plan.

Back to Property Review Create Maintenance Visit {% if care_plan.plan_status == 'finalized' %} Finalized Plan {% else %} Draft Plan {% endif %}
Provisional Calculator Estimate
${{ care_plan.provisional_estimate_snapshot_usd|default:"0.00" }}

Snapshot of the owner-side calculator amount available when the care plan was prepared.

Final Approved Monthly Fee
${{ care_plan.final_monthly_fee_usd|default:"0.00" }}

Calculated from the included final care-plan service lines below.

Plan Start Date
{{ care_plan.start_date|date:"M d, Y"|default:"Not set" }}

Required before the plan can be finalized.

{% csrf_token %}

Plan Header

Define the approved plan start date, general exclusions, and final plan notes.

{{ form.start_date }} {{ form.start_date.errors }}
{{ form.general_exclusions }} {{ form.general_exclusions.errors }}
{{ form.plan_notes }} {{ form.plan_notes.errors }}

Included Services & Exclusions

Review each owner-selected service, decide whether it is included, set the final monthly amount, and record any exclusion reason.

{% if service_rows %} {% for row in service_rows %}
{{ row.service.name }}
Owner Request: {{ row.selection.get_frequency_display }} · Requested visits/month: {{ row.selection.requested_visits_per_month }} {% if row.selection.estimated_monthly_amount_usd %} · Calculator estimate: ${{ row.selection.estimated_monthly_amount_usd }} {% endif %} {% if row.selection.owner_note %}
Owner note: {{ row.selection.owner_note }} {% endif %}
{% endfor %} {% else %}
No owner-selected services are available for this property. Ask the owner to select services before finalizing a care plan.
{% endif %}

Save Draft

Save the current plan header and all service-line decisions.

Finalize Plan

{% if care_plan.plan_status == 'finalized' %}
This Property Care Plan has already been finalized.
{% else %}

Finalize only after the start date, included services, final amounts, exclusions, and notes are complete.

{% endif %}
{% if care_plan.plan_status != 'finalized' %}
{% csrf_token %}
{% endif %}
{% endblock %}