Changes for page Creating an Action Plan

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1	1	What are Action Plans?
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3		-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:
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5		-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
6		-1. Due Date - this is the due date for this Action Plan
7		-1. End Date - this is the end date for this Action Plan
8		-1. Status - options:
	4	+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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10		- i. Assigned
11		- ii. In Progress
12		- iii. For Approval
13		- iv. Approved
14		- v. Rejected
15		- vi. Working
16		- vii. Complete
	6	+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
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18		-5. Notes - this is an open ended text area where you can record anything about this client and the action plan
	8	+Due Date: this is the due date for this Action Plan
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20		-
	10	+End Date: this is the end date for this Action Plan
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22		-[[image:action plans - blank action plan.PNG]]
	12	+Status: various options, including
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24		-
	14	+~1. Assigned
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26		-__Action Plan Data Area__
	16	+2. In Progress
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28		-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:
	18	+3. For Approval
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30		-* Instrument Items -
31		-** Assessment instruments, incidents and other presenting issues that are recorded in the system may be selected for inclusion in an Action Plan.
32		-** Click on the "+" icon to open the instrument selection menu:
	20	+4. Approved
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34		-[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="449" width="800"]]
	22	+5. Rejected
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36		-* \\
37		-** Select each instrument item to be included in this Action Plan and click on the "Add Answer" icon
	24	+6. Working
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39		-[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
40		-
41		-* \\
42		-** After clicking on the OK button, you may select a specific instrument item to provide further detail.
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44		-[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="426" width="800"]]
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46		-
47		-
48		-
49		-
50		-* Goals
51		-** Defining goals for this Action Plan allow you to define the specific goals that this Action Plan is designed to achieve
52		-** Goal items are defined by your SMR administrator under the Administration - Taxonomy area.
53		-** To select a goal for this Action Plan, click on the Goals area to expand the Goals section, then click on the "+" icon
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55		-[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="590" width="800"]]
56		-
57		-* \\
58		-** Select a goal by clicking on the "+" next to the Goals data area, then pick a goal from the set.
59		-** Enter Date, Notes, and Status and click on OK to save this goal to this Action Plan.
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61		-
62		-
63		-
64		-
65		-* Services
66		-
67		-* \\
68		-** Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
69		-** Services items are defined by your SMR administrator under the Administration - Taxonomy area.
70		-** To select a service for this Action Plan, click on the Services area to expand the Services section, then click on the "+" icon
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72		-[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="508" width="800"]]
73		-
74		-* \\
75		-** Select one or more services from the list, then enter any additional information in the Notes section.
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77		-[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="464" width="800"]]
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82		-
83		-Overview
84		-
85		-The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan.
86		-
87		-[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="441" width="800"]]
	26	+7. Complete
	27	+Notes: this is an open ended text area where you can record anything about this client and the action plan INSERT NOTE SCREENSHOT HERE Action Plan Data areaThe Action Plan Data tab is where you can record all details about instruments, goals, and services. Each of these 3 sections is described below:
	28	+INSERT DATA TABLE SCREENSHOT HERE 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:
	29	+INSERT INSTRUMENT SCREENSHOT HERE
	30	+Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
	31	+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 INFORMATION SCREENSHOT HERE
	32	+Goals:This section allows you to define the specific goals that this Action Plan is designed to achieveGoal 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
	33	+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.
	34	+INSERT GOAL SCREENSHOT HERE ServicesDefining services for this Action Plan allow 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
	35	+Select one or more services from the list, then enter any additional information in the Notes section.
	36	+INSERT SERVICES SCREENSHOT HERE OverviewThe Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan, as well as other important information.
	37	+INSERT OVERVIEW SCREENSHOT HERE