To enter or update a periodic service plan review, complete the following steps from the AWARDS Home screen:
TIP: If the plan review is to be entered or updated for a former (discharged) consumer, first click the Roster Archives checkbox.
If a plan review schedule record must be entered or updated, continue with step 6. If an existing plan review is to be worked on and it is not necessary to enter or update a schedule record, continue with step 9.
NOTE: The first periodic service plan review is automatically scheduled for the consumer when his or her initial plan is opened and updated for the first time. Subsequent service plan reviews are automatically scheduled for a consumer when the previous review for that consumer is opened and updated for the first time. Review Schedule page is displayed.
Due Date - In this field, type the date on which the review must be done (using mm/dd/yy format).
Plan Type - Click this drop-down arrow and select "Service Plan Review."
Reviewer - Click this drop-down arrow and select the worker responsible for completing the review.
Done - Click this drop-down arrow and select "Yes" or "No" to indicate whether the review has been completed.
Done Date - If "Yes" was selected for the Done option, In this field, type the date on which the review was completed (using mm/dd/yy format).
NOTE: A completion date cannot be entered until a review of goal progress has been completed.
TIP: Service plan changes such as the addition of new goals cannot be made until this step is complete.
Review of Progress / Goal Achievement - In this text box, describe the progress toward achievement of the goal.
Goal Outcome / Objective Outcome - Click this drop-down arrow and make a progress selection for each goal and objective.
Consumer Comments - In the text box provided, type any consumer comments.
Repeat this step for all existing goal and objective/service pairs.
Goal Outcome - Click the second Goal Outcome drop-down arrow and make a status selection for each goal.
TIP: If "Goal Revised" is selected, configure the corresponding Revised Goal Category, Rationale, and Collateral Input fields and options to set the revised goal.
Objective Outcome - Click the second Objective Outcome drop-down arrow and make a status selection for each objective.
TIP: If "Objective Revised" is selected, configure the corresponding Revised Objective and Service fields/options to set the revised objective.
NOTE: Delete Goal and Delete Pairs options are only available after the goal/objective/services have been saved at least once and no progress notes have been written against the goal and/or objective/service pair.
TIP: To make additional changes to the service plan at this time, such as adding additional goals/objectives or editing existing plan information, click DATA ENTRY to return to the Individual Service Plan Goals, Objectives and Methods/Services update page.
The process of entering or updating a service plan review is now complete.