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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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:
	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:
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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
	10	+ i. Assigned
	11	+ ii. In Progress
	12	+ iii. For Approval
	13	+ iv. Approved
	14	+ v. Rejected
	15	+ vi. Working
	16	+ vii. Complete
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8		-Due Date: this is the due date for this Action Plan
	18	+5. Notes - this is an open ended text area where you can record anything about this client and the action plan
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10		-End Date: this is the end date for this Action Plan
	20	+
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12		-Status: various options, including
	22	+[[image:action plans - blank action plan.PNG]]
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14		-~1. Assigned
	24	+
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16		-2. In Progress
	26	+__Action Plan Data Area__
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18		-3. For Approval
	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:
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20		-4. Approved
	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:
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22		-5. Rejected
	34	+[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="449" width="800"]]
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24		-6. Working
	36	+* \\
	37	+** Select each instrument item to be included in this Action Plan and click on the "Add Answer" icon
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26		-7. Complete
	39	+[[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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	41	+* \\
	42	+** After clicking on the OK button, you may select a specific instrument item to provide further detail.
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29		-Notes: this is an open ended text area where you can record anything about this client and the action plan
	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	+
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32		-INSERT NOTE SCREENSHOT HERE
	48	+
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	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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35		-__Action Plan Data Area__
	55	+[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="590" width="800"]]
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37		-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:
	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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39		-INSERT DATA TABLE SCREENSHOT HERE
	61	+
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41		-**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	+
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43		-INSERT INSTRUMENT SCREENSHOT HERE
	65	+* Services
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45		-Select each instrument item to be included in this Action Plan and click on the "Add Item" icon
46		-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"
	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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48		-INSERT ASSESSMENT INFORMATION SCREENSHOT HERE
	72	+[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="508" width="800"]]
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50		-**Goals**: This section allows you to define the specific goals that this Action Plan is designed to achieve
	74	+* \\
	75	+** Select one or more services from the list, then enter any additional information in the Notes section.
51	51
52		-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
53		-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.
54		-INSERT GOAL SCREENSHOT HERE
	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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56		-**Services**: Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
	79	+
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58		-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
59		-Select one or more services from the list, then enter any additional information in the Notes section.
60		-INSERT SERVICES SCREENSHOT HERE
	81	+
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	83	+Overview
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63		-__Overview Tab__
	85	+The Overview tab provides an at-a-glance view of the Notes and Data sections of the Action Plan.
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65		-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.
66		-INSERT OVERVIEW SCREENSHOT HERE
	87	+[[image:http://wiki.objectivearts.com/bin/download/Documentation/Create+an+Action+Plan/Missing.png||alt="Missing.png" height="441" width="800"]]