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
1. Assigned
2. In Progress
3. For Approval
4. Approved
5. Rejected
6. Working
7. Complete
Notes (see below): this is an open ended text area where you can record anything about this client and the action plan
Action Plan Data Area
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:
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:
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"
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.
Services: Defining services for this Action Plan allow you to define the specific services that this Action Plan must deliver to achieve its goals
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.
Overview Tab
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.