Wiki source code of Action Plans - Overview

Version 9.2 by karimpirani on 2014/06/27 12:55
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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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16 i. Assessment Items
17 ii. Goals
18 iii. Service
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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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35 a. What criteria must be met to initiate an Action Plan?
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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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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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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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67 [[image:action plans - view all clients.PNG||width="100%"]]
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73 2. View all Action Plans
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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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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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95 [[image:action plans - new action plan button.PNG||width="100%"]]
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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.