To enter or update a periodic service plan review, complete the following steps from the AWARDS Home screen:

1. Click the Program drop-down arrow and select the program associated with the consumer for whom the plan review is to be entered or updated.
2. Click Charts from the left-hand menu, and then click Services - Individual.  The Individual Services menu fly-out is displayed.
3. Click Service Plans.  The Service Plan Consumer Selection page is displayed.
4. Click the Consumer drop-down arrow and select the consumer for whom the plan review is to be entered or updated.

  TIP: If the plan review is to be entered or updated for a former (discharged) consumer, first click the Roster Archives checkbox.

5. Click CONTINUE.  The Individual Service Plan Index page is displayed.  This page contains a list of existing plans scheduled for the selected consumer.

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.

6. To update an existing schedule record, make changes to the information in the review schedule fields and options as necessary.  To enter a new schedule record, configure the blank NEXT or BACK FILL review schedule fields and options.  Available fields and options are:

  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).

7. Click CONTINUE.  The schedule record is saved, and the updated Individual Service Plan Index page is displayed.
8. Click the Selected radio button next to the service plan review to be worked on.
9. Click CONTINUE.  The Periodic Service Plan Review page is displayed.
10. If necessary in the Next Review Due Date field, make changes to the date on which the next periodic review must be done for this consumer.  The default value is the service plan date plus 90 days.
11. Make changes to the functional assessment fields, options, and/or text boxes as necessary.
12. Type or make changes to the information in the Consumer Strengths, Consumer Limitations, Staff Responsible for Service Delivery, and Criteria for Discharge text boxes.
13. Click UPDATE & CONTINUE.  The Individual Service Plan Goals, Objectives and Methods/Services page is displayed.
14. If applicable, in the Completion Date field, type the date on which the periodic service plan review was completed.

  NOTE: A completion date cannot be entered until a review of goal progress has been completed.

15. Review the progress on all existing goals/objectives by configuring the following fields and options:

  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.

16. Click UPDATE.  The periodic service plan review information is saved, and a read-only report version of the service plan is displayed on the Periodic Service Plan Review page.
17. To add new goals/objectives and/or to continue to revise the service plan, click DATA ENTRY.  The Individual Service Plan Goals, Objectives and Methods/Services update page is re-displayed.
18. To further revise existing goals/objectives, configure the following fields/options:

  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.

19. To add new goals/objectives follow the same steps necessary to add a new goal/objective in an initial plan.  This includes the configuration of the following fields and options:  New Goal Start, Category, Rationale for Goal, Collateral Input, New Objective, Add Objective, New Service, Add Service, and Service Start.  If necessary, goals and objectives/service pairs can also be deleted using the Delete Goal and Delete Pairs options, respectively.

  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.

20. Click UPDATE.  The service plan review information is saved, any goals or objectives marked for deletion are removed, and a read-only report version of the service plan is displayed on the Periodic Service Plan Review page.

  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.

  https://demodb.footholdtechnology.com/help/?10459