Plans and Reviews

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The AWARDS Plans and Reviews feature is used to complete an individual's plans and reviews, to electronically sign completed plans (when configured), and to view plan/review reports.

IMPORTANT! Plans and Reviews functionality, along with the PlanBuilder configuration component, is currently an optional alternative to the existing Service Plans feature.  As a result, it is not automatically available in all AWARDS databases.  If Plans and Reviews and the PlanBuilder are not currently turned on in your AWARDS database and you would like them to be, please contact your Foothold Customer Success & Advocacy team representative for guidance.  Keep in mind that once turned on not all programs (and/or clients within those programs) may be set up to use Plans and Reviews immediately.  If your agency is still in the process of transitioning to Plans and Reviews you should continue to use Service Plans until otherwise instructed by your supervisor or AWARDS administrator.

  NOTE: When the Plans and Reviews feature has been turned on it is only available for a program when a PlanBuilder plan has been created and assigned to the relevant program type.

Required Permissions

Use of the Plans and Reviews feature requires the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Individual Button
Plans and Reviews Deletion (optional - only required to delete unlocked plans if your agency has this enhancement turned on)
Plans and Reviews - Modify Due Date on Locked Plans (optional - only required to update the due date of a locked plan)
Plans and Reviews - Modify Due Date on Unlocked Plans (optional - only required to update the due date of unlocked plans if your agency has this enhancement turned on)

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Working with Plans / Reviews - Learn to schedule, fill out, delete, and view plans/reviews.

Electronically Signing a Plan / Review - Learn how to electronically sign a completed plan/review.

Using the Plans and Reviews ReportBuilder - Learn how to generate a customized report of detailed plans/reviews info, along with basic client demographics.

Additional Plans and Reviews Reports 

The following reports, while not located directly within the Plans and Reviews feature itself, can be a useful tool for analyzing plans/reviews-related information.

Charting Events ReportBuilder - Learn to generate customized reports of client chart event data, including data for plans and reviews.

Frequently Asked Questions

Plans and Reviews Frequently Asked Questions

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

New Features & Functions:  PlanBuilder (1 hr 18 min) * - September 2016

Join us for a look at the exciting new PlanBuilder functionality!  In this webinar you'll learn to configure your own service/treatment plans using pre-designed templates, including the use of dynamic sections from other parts of AWARDS, selection lists, checklists, schedule customization options, and more.  You'll also see how easy it is to enter and review plans once they've been configured. 

User's Conference Continued: PlanBuilder - Anatomy of a Plan (1 hr) * - June 2018

A session where we dissect our plans and see what goes on under the surface of a treatment plan. We will go over how to build your perfect plan, not just for reporting, but for your workflow. This session will touch on the different field types, structure of the plans and concepts of how to build your plans to see what makes a plan work.

User's Conference Continued:  Plans and Reviews with Outcomes Reporting (1 hr 20 min) * - June 2017

This session will focus on how to use PlanBuilder to configure service/treatment plans for your agency, and how to add any elements you need for plans and reviews. The PlanBuilder ReportBuilder will be reviewed to demonstrate how you can examine the elements and configuration choices your agency has set up for Plans and Reviews. And finally, we will examine the new Plans and Reviews ReportBuilder, and how to create reports about client outcomes.

User's Conference Continued:  Service Documentation 101 (1 hr) * - June 2018

Accurate documentation of the services you provide to clients is one of the most essential parts of your work. This course will cover basics of data entry documentation of services within AWARDS. Our curriculum will cover data entry for recording items such as Plans and Reviews, Progress Notes, Group Notes, and Assessment Forms.