Viewing a Service Plans Report

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To view a read-only service plan report, located in the Reports module, complete the following steps:

    1. From the navigation bar, click Reports (or the Reports icon).  The Reports index is displayed.

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the individual program for which the report is to be run, or select a group of programs using one of the available "All" or "Custom" grouping selections.
    2. If you previously bookmarked the Service Plans Report it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click All under "Show Reports."
    3. Use the navigation features in the bottom-right corner to locate the Service Plans Report in the index, or enter "service plans" in the Search field in the upper-right corner.
    4. Click Service Plans Report from the reports index. The Service Plan Client Selection page is displayed.

    1. Click the Client drop-down arrow and select the client for whom the report is to be viewed.

  TIP: If the report is to be viewed for a former (discharged) client, first click the Roster Archives checkbox.

    1. Click CONTINUE.  The Individual Service Plan Index page is displayed.
    2. Click the Selected radio button next to the component of the service plan to be viewed.
    3. Click one of the following "Service Plan to Display" radio buttons to indicate how service plan information is to be viewed:

  Complete Plan - Displays the service plan report in its entirety on a single page.

  One Goal At A Time - Displays the service plan report one goal at a time with each goal/objective on a separate page.

    1. Click CONTINUE.  The service plan report is displayed on one of three pages depending on the type of service plan selected - the Admission Note page, the Initial Service Plan page, or the Periodic Service Plan Review page.
    2. If the One Goal At A Time option was selected, scroll down to the bottom of the report page and click NEXT to view the next service plan goal/objective.

The process of viewing a service plan report is now complete.