Multiple Goal Service Plans







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The Services - Individual module's Service Plans feature can be used to enter and update multiple goal consumer service plans.  Typically these service plans consist of the following components:

  Admission Notes - Preliminary short-term plans that identify immediate needs.

  Initial Service Plans - Plans that identify broad goals and short-term objectives.

  Periodic Service Plan Reviews - Service plan updates on a regularly scheduled basis, typically quarterly (every 90 days).

  NOTE: There are several service plan formats available for use within AWARDS. Please verify the type of service plan used at your agency to make sure you are referring to the appropriate instructions.

Required Permissions

Use of the Service Plans feature requires the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Individual Button

  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

Entering / Updating an Admission Note - Learn to enter and update multiple goal service plan admission notes.

Entering / Updating an Initial Plan - Learn to enter and update multiple goal service plan initial plans.

Entering / Updating a Plan Review - Learn to enter and update multiple goal service plan reviews.

Viewing a Service Plans Report - Learn to view multiple goal service plan reports.

Frequently Asked Questions

Service Plans Frequently Asked Questions

Training Films & Demonstrations

  NOTE: Films and demonstrations 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.

Service Plans - Reviewing a Service Plan (Multiple Goal) (10 min) *

Service Plans - Scheduling (2 min) *

Service Plans - Writing an Initial Plan (Multiple Goal) (8 min) *

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.

Service Plans and Service Plan Linked Notes (1 hr 43 min) * - February 2015

Find out to complete these critical components of client record-keeping more effectively and efficiently, avoiding even the most complicated obstacles using helpful tips and tricks.  Learn too, about reporting and messaging options that will help you use service plans like a pro!

Related Documents

Electronic Signatures - Instruction Sheet

Enhancement Request Forms

Multiple Goal Service Plans - Implementation Request Form

  https://demodb.footholdtechnology.com/help/?10407