Changes for page Action Plans - Overview

Last modified by karimpirani on 2014/06/27 13:07

From version Icon 9.1 Icon
edited by karimpirani
on 2014/06/25 14:27
Change comment: There is no comment for this version
To version 1.1 Icon
edited by karimpirani
on 2014/06/19 16:59
Change comment: There is no comment for this version

Summary

Details

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12 12  1. Status
13 13  1. Notes
14 14  1. Data
15 +11. Assessment Items
16 +11. Goals
17 +11. Services
18 +1. Progress Notes
15 15  
16 -(% style="font-size: 14.666666984558105px; line-height: 1.4em; background-color: rgb(245, 245, 245);" %) i. Assessment Items
17 - ii. Goals
18 - iii. Service
19 -
20 -(% style="font-size: 14.666666984558105px; line-height: 1.4em; background-color: rgb(245, 245, 245);" %)7.Progress Notes
21 -
22 22  
23 23  
24 24  [[image:Missing.png||height="377" width="800"]]
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31 31  
32 32  In practice, you will want to establish an action plan strategy that addresses the following:
33 33  
34 -
35 35  a. What criteria must be met to initiate an Action Plan?
36 36  
37 -For example, a threshold level of high risk assessment scores, incidents, or other presenting issues have been recorded elsewhere in the system.
34 +For example, a threshold level of high risk assessment scores, incidents, or other presenting issues have been recorded elsewhere in SMR.
38 38  
39 39  
40 40  
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52 52  
53 53  
54 54  
52 +
53 +
55 55  Getting Started
56 56  
57 -The system provides you with a high level of functionality to manage, view and edit the Action Plans for which you are responsible.
56 +SMR provides you with a high level of functionality to manage, view and edit the Action Plans you are responsible for.
58 58  
59 -Action Plans are accessible through the system using the top menu bar under "Measurement Tools".
58 +Action Plans are access through SMR using the left-side navigation Action Plan bar.
60 60  
61 61  
62 62  
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64 64  
65 65  ~1. View all clients
66 66  
67 -[[image:action plans - view all clients.PNG||width="100%"]]
66 +[[image:Missing.png||height="338" width="590"]]
68 68  
69 69  
70 70  
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72 72  
73 73  2. View all Action Plans
74 74  
75 -[[image:action plans - view all action plans.PNG||width="100%"]]
74 +[[image:Missing.png||height="279" width="612"]]
76 76  
77 77  
78 78  
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84 84  
85 85  To create an Action Plan for a client, double-click on the client's name from the View All clients option:
86 86  
87 -[[image:action plans - choose specific client.PNG||width="100%"]]
86 +[[image:Missing.png||height="281" width="800"]]
88 88  
89 89  
90 90  
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92 92  
93 93  Then, click on the New Action Plan icon for the selected client:
94 94  
95 -[[image:action plans - new action plan button.PNG||width="100%"]]
94 +[[image:Missing.png||height="257" width="701"]]
96 96  
97 97  
98 98  
99 99  
100 100  
101 -You will be presented with a blank Action Plan which you can populate as described in the [[Create an Action Plan>>doc:Create an Action Plan]] help page.
100 +You will be presented with a blank Action Plan which you can populate as described in the [[Create an Action Plan>>url:file:///C:/Users/Karim/Google%20Drive/_Documentation/Old%20PB%20Wiki%20Documentation/smr_help/help@20-@20creating@20an@20action@20plan.html]] help page.
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