No, at present clients must have the assistance of a staff member in order to e-sign their own plans/reviews.  Future development will enable them to e-sign plans/reviews while logged into AWARDS as they currently can for legacy service plans; however, that development is currently in progress and not yet available.

Yes.  If the plan is configured to autoschedule based on admission date, you will have to manually schedule the initial items on the Plans and Reviews index but, once scheduled, you can enter data into plans and reviews.

To make changes to a plan that has an effective date, open the plan in Edit mode, and then navigate to the Attributes portion of the plan.  Click the delete icon (blue x) for the effective date, and then click Save.  This re-opens the plan to changes.

IMPORTANT! The option to delete the effective date is only available if no plan linked notes and/or group notes have been written for the plan.

A plan/review can only be deleted if there is currently no effective date set for it, it has not been e-signed, and the content of no later plan/review has been copied from it.

Keep in mind that if your agency has the optional "Plans and Reviews Deletion" permission feature turned on, you must have that permission in order to delete unlocked plans. 

To delete or backdate the Effective Date on a plan that has Service Plan Linked Notes, complete the following steps:

Job title information is automatically taken from your Staff Information record in the Human Resources module and displayed in a field to the left of the PIN in the signing dialog box.  If no job title is found it will instead display "<Insert Job Title to be saved with Signature>."  Verify that the correct job title is in place, or overwrite the default title or placeholder with the correct value.  If the "<Insert Job Title...>" value is left in place, no title is added to the signature.

  Due Date - The date when the plan is due to be completed.

  Done Date - The date data entry on the plan was completed.  The Done Date does NOT lock the plan from further edits, nor does it speak to any other areas in AWARDS.

  Effective Date - The date the plan goes into effect and services can be entered/associated with the plan (such as Service Plan Linked progress notes).  Entering an Effective Date finalizes and locks the plans from further edits.

Entry of the Done Date indicates that the plan was completed, but does NOT put the plan into effect or lock the plan from further edits.  The Effective Date finalizes and locks the plan, preventing further edits (aside from the Signatures tab where signers are designated, and the application of electronic signatures, if the plan has been set to use them.)  When an Effective Date is entered it will automatically populate the Done Date field as well, if a Done Date has not already been specified.

  TIP: You cannot enter an Effective Date that falls on or before the date of an existing linked records (service plan linked notes or linked group notes).  If such a date is entered, an error message is displayed with the first available date.

  NOTE: Effective and Done dates cannot be more than 60 days in the future.

In order for all of the necessary information to be collected for a signature row on the Plans and Reviews ReportBuilder, the signatures tab of the plan/review must have been saved in data entry mode to reflect any employee selections (even if it is only to accept the default values) to apply to the configured signature lines.  If that step has not been taken, large portions of the signature action row for employee signatures on the ReportBuilder will be blank.  Once the signature information has been saved for a plan/review, that plan/review's signature action rows on the ReportBuilder will fully reflect each configured signature. 

  NOTE: In Plans and Reviews data entry mode any employee signatures where there is a default signer role selected that has not yet been saved is appended with "([signer role] selected)" in order to help you identify that the page needs to be saved.  Once the save is complete, that temporary label is no longer displayed.

Initially - after the plan/review's signatures page has been saved but before any other action has been taken for those signatures - the report will show you one row per configured signature.  The "Signature Action" data variable for those rows (when included in the report) will be blank, indicating that no one has yet signed (or refused to sign. if applicable), and that therefore action may be necessary.

Once a signature action is taken for a given signature (for instance a refusal/unavailability is indicated or a signature is applied), the "configuration row" of the report for that signature is replaced with information for that action.  Any additional actions taken on that same signature are recorded as separate rows in order to fully reflect all actions taken.  So, for example, if I have one configured signature on my plan, a refused/unavailable action is taken on that signature, and later it is signed, there will be two rows for it in the ReportBuilder - one to reflect the refusal, and the other to reflect the signature.  

If multiple electronic signatures have been applied to a record, the ReportBuilder's Locked by E-Sign Date data variable populates with the date on which the first of those signatures was applied.  It is that date on which the record was locked from further edits.

Employees are included in the "Reviewer" selection list when one or more of the following criteria are met:

  The employee is in one of the following user groups:  "Direct Care Staff," "Executive Officer," "Entitlements Staff," "Housing Reception Desk," "Intake Staff," or "Direct Care Program Director.

If the plan is locked, the plan's due date is also locked unless you have the "Plans and Reviews - Modify Due Date on Locked Plans" permission.  If you have that permission you can change the due date to any date between the previous plan's due date and the subsequent plan's due date.

If the plan is unlocked and you're unable to edit the due date, your agency likely has the optional "Plans and Reviews - Modify Due Date on Unlocked Plans" permission requirement turned on.  If so, you must have that permission in order to change the plan's due date.

There are two main reasons why you may not be able to edit or delete the Effective Date on a plan in the Plans and Reviews feature:

  The Effective Date is locked from edits if there are Service Plan Linked Notes associated with that specific plan.  To identify whether Service Plan Linked Notes exist, click the Attributes tab of the plan while in editing mode.  If Service Plan Linked Notes exist, the following note is displayed below the Effective Date field: "Effective Date locked due to plan linked progress notes and/or group notes."

  In the event that there are no Service Plan Linked Notes associated with the plan, the Effective Date may be locked from edits if a subsequent plan review has been created and also locked with an Effective Date.  The Effective Date on that subsequent plan should be removed in order to edit or delete the Effective Date on the previous plan.

  NOTE: Some agencies are configured to restrict who can enter Done Dates for charting events.  Agencies using this restriction need to assign users the Plan Effective Date Data Entry permission in order for them to add/edit a plan's Effective Date.

Some agencies are configured to restrict who can enter Done Dates for charting events.  If your agency uses this restriction you must have the Plan Effective Date Data Entry permission in order for you to add/edit a plan's Effective Date.

Effective Date and Done Date cannot be dated for more than 60 days in the future.

There are two main reasons why you may not be able to write Service Plan Linked Notes:

  There is no Effective Date on the most recent plan - In order to write Service Plan Linked Notes, there must be an Effective Date on the most recent plan.

In order for you to receive a notification that signing is signing available for a plan, the following must be true:

  You must have been selected (manually or by default) as an employee whose signature is required on the plan.

  The plan's signatures page must have been saved in data entry mode at least once.

  If there is more than one signing order level configured for the plan, any signing requirements for the level(s) prior to the one in which you are selected must have been met.  (If  the requirements have not yet been met the plan will display "Other Signatures Required Before Signing is Available" instead of a signing link.)

Data entered in Immediate Needs Plans does not carry over to/display on Initial Plans.  Immediate Needs Plans are intended to be short-term and not part of a client's longer term plan.

The Copy Data option provided when scheduling a review is only made available if the last plan has a due date that is prior to the due date of the new plan.

No, each plan will need to be created in the Plans and Reviews feature manually.

Yes.  The discontinue tool discontinues not only the plan component for which it is used, but the items beneath that component; for example, discontinuing an objective will also discontinue the related interventions, and discontinuing a goal will also discontinue both the related objectives and interventions.