Chapter Fourteen - Case Plan(s)

Table of Contents

  1. Create Case Plan
  2. Assessment Domain Selection
  3. Work With Case Plan/View Case Plan
    1. Case Plan Summary
      1. Edit Motivational/Change Analysis
      2. Add/Edit Action Step Detail
      3. Add/Edit Action Service Detail
      4. Close Goal
      5. Action Step Review
      6. Action Step Review History
      7. Case Plan Agreement
      8. Motivational Factors Review History
  4. Close the Case Plan
    1. Close Case Plan
    2. Close Case Plan - Confirmation
  5. View Closed Case Plan(s)
    1. Closed Case Plan List

The Case Plan(s) functions are only available for use with case managed programs.

The Case Plan functions allow the user to create case plans for the participant. A Case Plan can be created after an assessment has been completed for the participant.

Create Case Plan

The Create Case Plan function will only be available after a participant has been assigned to a worker, enrolled in a program, and has completed a YASI II assessment. The associated case worker can create a case plan for the participant based on the YASI II assessment result. The case plan is created for the domains that the participant is considered at high risk. The case worker is fully authorized to decide which services are needed for a participant. Information from the YASI Assessment and the participant's program are used to set goals, plan steps of action, and select services for the participant.

Assessment Domain Selection

Click Participant then click Create Case Plan to access the Assessment Domain Selection screen.

Assessment Domain Selection screen

  1. Enter the presenting problem for the participant in the Presenting Problem text area.
  2. Select goals in each Assessment Domain based on the Proactive Factor Results and Risk Factor Results displayed. The user's selected goals will display in the Selected Goals window on the right side of the screen.
  3. Click Continue. The system will display the Case Plan Summary screen.

Work With Case Plan/View Case Plan

The Work With Case Plan function will be accessible any time after a Case Plan has been created. The View Case Plan function is accessible when the user is not assigned to the participant.

Case Plan Summary

Click Continue to access the Case Plan Summary screen when the user is creating a new case plan. Click Participant then click Work With Case Plan to access the Case Plan Summary screen at any time after the Case Plan is created.

Case Plan Summary screen

Navigation Links:

  • Click the Expand All link to view all the case plan domains/goals.
  • Click Collapse All link to hide all the case plan domains/goals.
  • Click the Expand Goal link to view the selected domain/goal.
  • Click the Hide link to hide the selected domain/goal.

Action Links:

  • Click Add Domains/Goals to add additional domains and goals to the case plan. The system will return to the Assessment Domain Selection screen.
  • Click the Add Motivational Factors link to add a motivational factor to the selected domain/goals. The system will display the Edit Motivational/Change Analysis screen.
  • Click the Edit Motivational Factors link to update the motivational factor to the selected domain/goals. The system will display the Edit Motivational/Change Analysis screen. (The Edit Motivational/Change Analysis link will only be available after a motivational factor record has been added.)
  • Click the Add Action Step link to add an action step record. The system will display the Add/Edit Action Step Detail screen. (The Add Action Step link will only be available after a motivational factor record has been added.)
  • Click the Add Service link to add a service type record. The system will display the Service Type Selection screen. (The Add Service link will only be available after a motivational factor record has been added.)
  • Click the Action Step/Service link to view/update an existing action step/service record. (The Action Step/Service link will only be available if there is an existing action step record.)
  • Click the Close Goal link to confirm closing the goal. The system will display the Close Goal screen. (The Add Service link will only be available after a motivational factor record has been added.)
  • Click the Delete Goal link to delete the selected domain/goal.

Review Links:

  • Click Review Action Steps to review the case plan action steps. The system will display the Action Step Review screen. (The Review Action Steps button will only be available after an action step record has been added.)
  • Click Review Plan Agreement to review the case plan agreement. The system will display the Case Plan Agreement screen. (The Case Plan Agreement button will only be available after an action step record has been added.)
  • Click the Motivational Factors History link to view the Motivational Factors Review History screen. (The Motivational Factors History link will only be available after a motivational factor record has been added.)

Edit Motivational/Change Analysis

To edit a motivational/change analysis, click the Add Motivational Factors link found on the Case Plan Summary screen. They system will display the Edit Motivational/Change Analysis screen. As part of case management, it is helpful to track the participant's motivational factors.

Edit Motivational/Change Analysis screen

  1. Enter the Motivational/Change Analysis for the participant:
    1. Select the Readiness from the drop-down menu.
    2. Select the Confidence from the drop-down menu.
    3.  Select the Importance from the drop-down menu.
  2. Click Save. The system will return to the Case Plan Summary screen with the updated domain/goal record.
    • Click Cancel to cancel to the screen and return to the Case Plan Summary screen.

Add/Edit Action Step Detail

To add/edit an action step detail, click the Add Action Step link found on the Case Plan Summary screen. They system will display the Add/Edit Action Step Detail screen. An Action Step describes a specific plan that will help the participant work toward the completion of a goal. Data fields with an asterisk (*) are required.

Add/Edit Action Step Detail screen

  1. Enter a brief description of the action step in the Action Step field.
  2. Select the Review Frequency from the drop-down menu.
  3. Enter the Begin Date for the action step.
    • Click the Date Selector button to display the drop-down calendar.
  4. Enter the Target Completion Date for the action step.
    • Click the Date Selector button to display the drop-down calendar.
  5. Enter the participant's Incentives for the action steps.
  6. Click Save. The system will return to the Case Plan Summary screen.
    • Click Delete to delete the action step record and return to the Case Plan Summary screen. (The Delete button will only be available when updating an existing action step record.)
    • Click Cancel to cancel the screen and return to the Case Plan Summary screen.
    • Click the Review Action Steps link to access the Action Step Review screen.
    • Click the Review History link to access the Action Step Review History screen for the selected action step.

Add/Edit Action Service Detail

To add/edit an action service detail, click the Add Service link found on the Case Plan Summary screen. They system will display the Service Type Selection screen. The follow the process allows the user add a service for the participant via the participant's case plan.

Service Type Selection

Service Type Selection screen

  1. Select a Service Type:
    1. Click the selected Category link. The system will display the available service types
    2. Click the needed Service Type for the participant.
  2. Click Next. The system will display the Service Detail screen.
    • Click Back to return to the Case Plan Summary screen.

Service Detail

Data fields with an asterisk (*) are required.

Service Detail screen

  1. Select a Status for the service for this participant.
  2. Enter the Begin Date of the service.
    • Click the Date Selector button to display the drop-down calendar.
  3. Enter the Target Completion Date.
    • Click the Date Selector button to display the drop-down calendar.
  4. Enter the Actual Completion Date.
    • Click the Date Selector button to display the drop-down calendar.
  5. Enter any relevant Comments.
  6. Select the Provider Name from the drop-down menu.
  7. Click Save. The system will return to the Case Plan Summary screen with the added service record.
    • Click Cancel to cancel the screen and return to the Case Plan Summary screen.

Close Goal

To close a goal, click the Close Goal link found on the Case Plan Summary screen. They system will display the Close Goal screen.

Close Goal screen

  1. Enter the Completion Date.
    • Click the Date Selector button to display the drop-down calendar.
  2. Select the action step/service's Status from the drop-down menu.
  3. Click Confirm. The system will return to the Case Plan Summary screen with the updated domain/goal records.
    • Click Back to return to the Case Plan Summary screen.

Action Step Review

To add/edit an action service detail, click the Review Action Step link found on the Case Plan Summary screen. They system will display the Action Step Review screen. Data fields with an asterisk (*) are required.

Action Step Review screen

  1. Enter the Review Date.
    • Click the Date Selector button to display the drop-down calendar.
  2. Indicate that the action step has been Reviewed.
  3. Select the action step's activity Status from the drop-down menu.
  4. Enter the Actual Completion Date.
    • Click the Date Selector button to display the drop-down calendar.
  5. Click Save. The system will return to the Case Plan Summary screen.
    • Click Save/Print to save the screen and print.
    • Click Cancel to cancel the screen and return to the Case Plan Summary screen.
    • Click the View History link to access the Action Step Review History screen.

Action Step Review History

To access the action step review history, click the View History link found on the Action Step Review screen. They system will display the Action Step Review History screen. This screen will open in a new window.

  • Click the Close Window link to close the Action Step Review History screen.

Action Step Review History screen

Case Plan Agreement

To accept a case plan agreement, click the Review Plan Agreement link found on the Case Plan Summary screen. They system will display the Case Plan Agreement screen.

Case Plan Agreement screen

  1. Click the Accept link to accept the case plan agreement. The system will return to the Case Plan Summary screen with the action step/service marked as Accepted.
    • Click the Cancel link to cancel the screen and return to the Case Plan Summary screen.

Motivational Factors Review History

To access the motivational factors review history, click the Motivational Factors Review History link found on the Case Plan Summary screen. They system will display the Motivational Factors Review History screen. This screen will open in a new window.

  • Click the Close Window link to close the Motivational Factors Review History screen.

 Motivational Factors Review History screen

Close the Case Plan

The Close This Case function allows the user to close the participant's case when their goals are achieved and services are completed. To close a case plan, all the assigned goals and services must be completed. Only the assigned case worker will be able to close the Case Plan. When another case worker has an assignment to the participant, the case worker will only be able to terminate their assigned program and only be able to close goals created in the Case Plan.

Close Case Plan Step screen

Close Case Plan

Click Participant then click Close This Case to access the Close Case Plan screen. Data fields with an asterisk (*) are required.

Close Case Plan screen

  1. Select the Closure/Termination Reason from the drop-down menu.
  2. Enter the Closure/Termination Date.
    • Click the Date Selector button to display the drop-down calendar.
  3. Click Next. The system will display the Close Case Plan - Confirmation screen.

Close Case Plan - Confirmation

Close Case Plan - Confirmation screen

  1. Select the Completion Date.
    • Click the Date Selector button to display the drop-down calendar.
  2. Select the Status from the drop-down menu.
  3. Click Confirm. The system will return to the Participant Summary screen.
    • Click Back to return to the Close Case Plan screen.

View Closed Case Plan(s)

The View Closed Case Plan(s) function is only accessible after the participant's Case Plan has been closed.

Closed Case Plan List

Click Participant then click View Closed Case Plan(s) to access the Closed Case Plan List screen.

  • Click the View Summary link to access the closed Case Plan Summary screen

Closed Case Plan List screen

Chapter Fifteen