Wiki source code of Action Plans - Overview

Version 3.1 by karimpirani on 2014/06/19 17:05
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karimpirani 1.1 1 **Help - Action Plans**
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3 **~ **
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5 What are Action Plans?
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7 Action Plans allow you to create a personalized plan of action for each of your clients. Each client Action Plan allows you to record the following information:
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9 1. Start Date
10 1. Due Date
11 1. End Date
12 1. Status
13 1. Notes
14 1. Data
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karimpirani 3.1 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
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20 (% style="font-size: 14.666666984558105px; line-height: 1.4em; background-color: rgb(245, 245, 245);" %)7.Progress Notes
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karimpirani 1.1 22
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24 [[image:Missing.png||height="377" width="800"]]
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30 Practical Issues
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32 In practice, you will want to establish an action plan strategy that addresses the following:
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34 a. What criteria must be met to initiate an Action Plan?
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36 For example, a threshold level of high risk assessment scores, incidents, or other presenting issues have been recorded elsewhere in SMR.
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40 b. What is the frequency and standard duration of an Action Plan?
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42 For example, an Action Plan will be done quarterly for a clients who meet the above criteria, and will have a duration of 3 months.
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46 c. How often will the Action Plan be updated with Progress Notes?
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48 For example, a Progress Note will be added to each Action Plan every Friday.
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56 Getting Started
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58 SMR provides you with a high level of functionality to manage, view and edit the Action Plans you are responsible for.
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60 Action Plans are access through SMR using the left-side navigation Action Plan bar.
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64 The Action Plan navigation options include:
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66 ~1. View all clients
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68 [[image:Missing.png||height="338" width="590"]]
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74 2. View all Action Plans
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76 [[image:Missing.png||height="279" width="612"]]
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80 3. View Latest Action Plans, which shows the most recent Action Plan for each client.
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86 To create an Action Plan for a client, double-click on the client's name from the View All clients option:
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88 [[image:Missing.png||height="281" width="800"]]
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94 Then, click on the New Action Plan icon for the selected client:
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96 [[image:Missing.png||height="257" width="701"]]
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karimpirani 2.1 102 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.