Create an Action Plan

CREATING AN ACTION PLAN

What are Action Plans?

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:

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

Due Date: this is the due date for this Action Plan

End Date: this is the end date for this Action Plan

Status: various options, including

• Assigned
• In Progress
• For Approval
• Approved
• Rejected
• Working
• Complete 

Notes: this is an open ended text area where you can record anything about this client and the action plan 

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Action Plan Data

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:

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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:

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Select each instrument item to be included in this Action Plan and click on the "Add Item" icon

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

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Goals: This section allows you to define the specific goals that this Action Plan is designed to achieve 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

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.
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Services: This section allows you to define the specific services that this Action Plan must deliver to achieve its goalsServices items are defined by your SMR 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.
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