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Case Plans

You can create a case plan to address the needs of the person. Assessments can be displayed on the case plan screen if set up to be included in the case plan page.

FROM THE MENU: Supervision, Case Plan

• Need: Enter a need with a target date.
• Goal: Enter a goal with a target date.
• Objective: Enter an objective with a target date.
• Action: Enter an action with a target date.

To add a Need/Goal/Objective/Action

• Description: Type a brief description of the need, goal, objective, or action.
• Target Date: Enter the target date.

Click on the UPDATE button or press ALT+U to save your changes.

Once the need/goal/objective/action has been completed, click on it and check the completed box. Update to save your changes.