Creating a Plan Review record

This page provides an overview on the creation of a Plan Review record.

To create a Client Plan Review observe the following steps:

Select the Clients>Clients sub-menu to open the Client List page into the browser.
Search for the Client record from within the Client list.
Highlight the Client record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client page.
Using the vertical scroll bar, slide the client page until you reach the Plan Review panel.
Select the Add New Record icon to open the New Plan Review record page within the browser.
Within the Name field input meaningful description that will identify the plan review record.
Within the Due date field input the date that the plan review must be concluded by.
Within the Unmet Needs field, input a detailed narrative of any unmet needs identified by the organisation or raised by the participant which may not be being met or may be preventing goals from being achieved.
Within the What hasn’t worked field input a detailed narrative of the goals within the care plan as identified by the organisation or raised by the participant that have not been successful.
Within the What Had Worked field input a detailed narrative of the goals within the care plan that have been successful.
Within the Additional Comments field input any recommendations and actions that address issues related with unmet needs or aspects of the plan that have not been successful.
Click the SAVE button.
To assign periods to the plan review click the Add record icon located within the Period panel to open the New Plan Review Period record page within the browser.

To establish a Plan Review Period record observe the following steps
Specify the month by either inputting a numeric value 1 - 12 or use the spinner button located to the right of the field.
Either free text or by using the calendar picker specify the due date for completion of the review.
Click the SAVE button followed by CLOSE button to return back to the Plan Review Record page.
Update outcomes and recommendations on the Goal tasks and funded services.

For each goal task that has been actioned, and this can be determined by comments held against progress notes or goal progress records register a narrative of outcome/progress comments.
For each goal task assign as a value either Introduce, Integrating, On Hold or Achieved.
For each service listed and where applicable outline a narrative of the current situation, this can include what has been achieved, gaps or activities where difficulties have been encountered.
For each service lists and where applicable outline a narrative of recommended solutions that will enable either the participant or provider to achieve the goal task.
Click the CLOSE button