Changes for page Create an Action Plan

Last modified by karimpirani on 2014/06/25 15:16
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edited by karimpirani
on 2014/06/25 15:13
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edited by karimpirani
on 2014/06/19 17:01
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1 -(% style="font-size: 14px; background-color: rgb(255, 255, 255);" %)**__CREATING AN ACTION PLAN__**
1 +**Help - Creating an Action Plan**
2 2  
3 +**~ **
3 3  
5 +What are Action Plans?
4 4  
5 -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)__What are Action Plans?__
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 high level information:
6 6  
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:
9 +1. Start Date - this is the start date for this Action plan, and will be displayed in the table of clients when selecting View Clients, View All Action Plans or View Latest Action Plans
10 +1. Due Date - this is the due date for this Action Plan
11 +1. End Date - this is the end date for this Action Plan
12 +1. Status - options:
13 +11. Assigned
14 +11. In Progress
15 +11. For Approval
16 +11. Approved
17 +11. Rejected
18 +11. Working
19 +11. Complete
20 +1. Notes - this is an open ended text area where you can record anything about this client and the action plan
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9 -**Start Date**: this is the start date for this Action plan, and will be displayed in the table of clients when selecting View Clients, View All Action Plans or View Latest Action Plans
22 +
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11 -**Due Date**: this is the due date for this Action Plan
24 +
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13 -**End Date**: this is the end date for this Action (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Plan
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15 -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)**Status**: various options, including
28 +
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17 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Assigned
18 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)In Progress
19 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)For Approval
20 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Approved
21 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Rejected
22 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Working
23 -* (% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Complete
30 +Action Plan Data area
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25 -(((
32 +The Action Plan Data tab is where you will record all the details about the presenting issues, goals and services. Each of these sections is described below:
26 26  
27 -)))
34 +[[image:Missing.png||height="189" width="800"]]
28 28  
29 -Review of tabs:
36 +
30 30  
38 +* Instrument Items -
39 +** Assessment instruments, incidents and other presenting issues that are recorded in SMR may be selected for inclusion in an Action Plan.
40 +** Click on the "+" icon to open the instrument selection menu:
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32 -__Notes__
42 +[[image:Missing.png||height="449" width="800"]]
33 33  
34 -this is an open ended text area where you can record anything about this client and the action plan
44 +*
45 +** Select each instrument item to be included in this Action Plan and click on the "Add Answer" icon
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36 -INSERT NOTE SCREENSHOT HERE
47 +[[image:Missing.png||height="464" width="800"]]
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49 +*
50 +** After clicking on the OK button, you may select a specific instrument item to provide further detail.
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39 -__Action Plan Data__
52 +[[image:Missing.png||height="426" width="800"]]
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41 -The Action Plan Data tab is where you can record all details about instruments, goals, and services. Each of these 3 sections is described below:
54 +
42 42  
43 -INSERT DATA TABLE SCREENSHOT HERE
56 +
44 44  
58 +* Goals
59 +** Defining goals for this Action Plan allow you to define the specific goals that this Action Plan is designed to achieve
60 +** Goal items are defined by your SMR administrator under the Administration - Taxonomy area.
61 +** To select a goal for this Action Plan, click on the Goals area to expand the Goals section, then click on the "+" icon
45 45  
46 -**Instrument Items**: Assessment instruments, incidents and other presenting issues that are recorded in the system may be selected for inclusion in an Action Plan. Click on the green "+" icon to open the "Instrument" selection menu:
63 +[[image:Missing.png||height="590" width="800"]]
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48 -INSERT INSTRUMENT SCREENSHOT HERE
65 +*
66 +** Select a goal by clicking on the "+" next to the Goals data area, then pick a goal from the set.
67 +** Enter Date, Notes, and Status and click on OK to save this goal to this Action Plan.
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69 +
50 50  
51 -Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
71 +
52 52  
53 -After clicking on the OK button, you may select a specific instrument item to provide further detail. Note: the yellow icon represented by an exclamation point serves as a useful tool to extrapolate any potential danger areas in terms of responses to questioning, as it lists all responses of "2" or "3" INSERT ASSESSMENT
73 +* Services
54 54  
55 -INFORMATION SCREENSHOT HERE
75 +*
76 +** Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
77 +** Services items are defined by your SMR administrator under the Administration - Taxonomy area.
78 +** To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the "+" icon
56 56  
80 +[[image:Missing.png||height="508" width="800"]]
57 57  
58 -**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
82 +*
83 +** Select one or more services from the list, then enter any additional information in the Notes section.
59 59  
60 -(% style="font-size: 14px; background-color: rgb(245, 245, 245);" %)Goal items are defined by your system administrator under the Administration - Taxonomy area. To select a goal for this Action Plan, click on the Goals area to expand the Goals section, then click on the green "+" icon
85 +[[image:Missing.png||height="464" width="800"]]
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62 -Select a goal by clicking on the "+" next to the Goals data area, then pick a goal from the set. Enter Date, Notes, and Status and click on "OK" to save this goal to this Action Plan.
87 +
63 63  
64 -INSERT GOAL SCREENSHOT HERE
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65 65  
91 +Overview
66 66  
67 -**Services**: This section allows you to define the specific services that this Action Plan must deliver to achieve its goals
93 +The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan.
68 68  
69 -Services items are defined by your system administrator under the Administration - Taxonomy area. To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the green "+" icon. Select one or more services from the list, then enter any additional information in the Notes section.
70 -INSERT SERVICES SCREENSHOT HERE
71 -
72 -
73 -__Overview__
74 -
75 -The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan, as well as other important information.
76 -INSERT OVERVIEW SCREENSHOT HERE
95 +[[image:Missing.png||height="441" width="800"]]
Icon action plans - notes.PNG
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