Wiki source code of Action Plans - Overview

Version 9.2 by karimpirani on 2014/06/27 12:55

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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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9.2	16	i. Assessment Items
3.1	17	ii. Goals
	18	iii. Service
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9.2	20	7.Progress Notes
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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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1.1	35	a. What criteria must be met to initiate an Action Plan?
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8.1	37	For example, a threshold level of high risk assessment scores, incidents, or other presenting issues have been recorded elsewhere in the system.
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	41	b. What is the frequency and standard duration of an Action Plan?
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	43	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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	47	c. How often will the Action Plan be updated with Progress Notes?
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	49	For example, a Progress Note will be added to each Action Plan every Friday.
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	55	Getting Started
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8.1	57	The system provides you with a high level of functionality to manage, view and edit the Action Plans for which you are responsible.
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8.1	59	Action Plans are accessible through the system using the top menu bar under "Measurement Tools".
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	63	The Action Plan navigation options include:
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	65	~1. View all clients
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9.1	67	[[image:action plans - view all clients.PNG\|\|width="100%"]]
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	73	2. View all Action Plans
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9.1	75	[[image:action plans - view all action plans.PNG\|\|width="100%"]]
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	79	3. View Latest Action Plans, which shows the most recent Action Plan for each client.
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	85	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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9.1	87	[[image:action plans - choose specific client.PNG\|\|width="100%"]]
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	93	Then, click on the New Action Plan icon for the selected client:
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9.1	95	[[image:action plans - new action plan button.PNG\|\|width="100%"]]
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2.1	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.