Plan Details

April 17, 2025 16:46

Plan details are common to all PlanBuilder plans. This section of the plan collects basic information including its type, whether or not it's currently enabled, what schedule should be used when completing the plan, which program types it has been applied to, and more. Below is an alphabetical list of the fields and options located in this plan section, along with tips on how to configure each.

Domain

Click this drop-down arrow and select one of the available options to indicate the basic assessment area ("domain") to which the plan applies:

Case Management
Developmental Disability
Educational
Housing
Independent Living
Mental Health
Medical/Physical Health
Service Coordination
Substance Abuse

Vocational

Enabled?

Click this drop-down arrow and select "Yes" or "No" to indicate whether this plan should be available for data entry in programs of the specified Program Type(s). Disabled plans are not available for data entry; however, if a disabled plan was previously enabled and completed, that plan will still be available for reporting purposes.

If this option is set to "Yes," the plan can also be enabled/disabled on the program type level; however, if it is set to "No" the selection made here is global and will override any program type assignments for the plan.

Global Schedule

The global schedule determines the default scheduling for all plans of this type, and will be used for all program types for which a custom schedule has not been specified.

When a field or option is grayed out (as shown above) it is an indication that you must first make a selection from the available drop-down list, at which point the other fields/options will be opened for data entry.

Initial Schedule - Using this field and the corresponding drop-down option, type or make changes to the number of "Day(s)," "Month(s)," "Year(s)," or "None" after the individual's admission date on which the first plan of this type should automatically be scheduled.

Changes made here are not retroactive; if plans of this type have already been scheduled, their original dates are retained and must be changed manually from within the Plans and Reviews feature if no longer correct.

First Review - Available only when the Plan Type has been set to "Service Plan" or "Care Plan." Using this field and the corresponding drop-down option, type or make changes to the number of "Day(s)," "Month(s)," or "Year(s)" after the individual's initial plan of this type on which the first plan review should automatically be scheduled. Also click the First Review Schedule Based On drop-down arrow and make a selection to specify whether this scheduling should be based on a given plan's "Due Date," "Done Date," or "Effective Date." Alternately, if the first review should not be scheduled differently than other reviews, leave this setting at it's default value - "Follow Ongoing." When "Follow Ongoing" is used all reviews will use the ongoing schedule established in the next row of the settings page.

First reviews cannot be scheduled based on the admission date.

Ongoing Schedule- Available only when the Plan Type has been set to "Service Plan" or "Care Plan." Using this field and the corresponding drop-down option, type or make changes to the number of "Day(s)," "Month(s)," "Year(s)," or "None" after the individual's first plan of this type on which subsequent plans should automatically be scheduled. Also click the Ongoing Schedule Based On drop-down arrow and make a selection to specify whether this scheduling should be based on a given plan's "Due Date," "Done Date," or "Effective Date."

Amount of time after the effective date that a service plan linked note can be entered - Available only when the Plan Type has been set to "Service Plan" or "Care Plan." Using this field and the corresponding drop-down option, type or make changes to the number of "Day(s)," "Month(s)," "Year(s)," or "None" after a plan's effective date during which service plan linked notes can be entered for that plan. Once the specified amount of time has passed, users will be prevented from linking notes to the plan.
Immediate Needs Plan Label - Available only when the Plan Type has been set to "Immediate Needs Plan." Make changes to the label as needed, keeping in mind that in the Plans and Reviews index, plans of this type will be displayed as "Immediate Needs Plan - " followed by the label specified here. The default value is "Initial Plan."
Initial Plan Label - Available only when the Plan Type has been set to "Service Plan" or "Care Plan." Make changes to the label as needed, keeping in mind that in the Plans and Reviews index, plans of this type will be displayed as "Service Plan - " or "Care Plan - " (based on the plan type) followed by the label specified here. The default value is "Initial Plan."
Plan Reviews Label- Available only when the Plan Type has been set to "Service Plan" or "Care Plan." Make changes to the label as needed, keeping in mind that in the Plans and Reviews index, plans of this type will be displayed as "Service Plan - " or "Care Plan - " (based on the plan type) followed by the label specified here. The default value is "Plan Review."

Plan Name

In this field, type or make changes to the name of the plan being worked with. Please name the plan carefully, as this name will be used to identify the plan throughout AWARDS.

Plan Type

Click this drop-down arrow and select or make changes to the type of plan being worked with. Available options are: "Immediate Needs Plan," "Service Plan," and "Care Plan."

IMPORTANT! When using Immediate Needs Plans, please keep in mind that data entered in the plan does not carry over to/display in subsequent Initial Plans.

Pre-Populate Reviews

Click this drop-down arrow and select "Yes" or "No" to indicate whether data in any custom and built-in sections of this plan should be pre-populated with data from the initial plan (in the instance of the first review) or preceding review (in the case of subsequent reviews). Setting this option to "No" will prevent those sections from pre-populating with data from the previous plan or review.

Program Type

Click this drop-down arrow and select the type of program to which this plan applies. The page is refreshed to list your selection, along with the date added, as shown in the following example:

Additional configuration options are also available for each associated program type:

Disable- By default each program type selected automatically has the plan enabled for it. To disable the plan for the program type at any time, click the corresponding Disable link. A confirmation message is displayed. Click OK to proceed. The page is updated and the program type is removed from the plan on the next calendar day.

If it were ever necessary to enable the plan for a program type again in the future, you would do so by re-selecting it from the Program Type list.

Each program type can only have one active (enabled) plan of each type assigned to it at a time. Program types already assigned to a plan will not display in the Program Type drop-down list for other plans.

IMPORTANT! Please keep in mind that this option is only relevant if the plan's overall Enabled? option is set to "Yes." If that is set to "No," the selection made there is global and will override any program type assignments for the plan, automatically disabling it for all.

Delete - If no plan data has been entered for a plan in a program type, that program type can be removed from the plan. To do so, click Delete.
Add Custom Schedule - By default each program type will use the Global Schedule for this plan unless a custom schedule has been specified. To create a custom schedule, click the corresponding Add Custom Schedule link. The page is refreshed to display schedule options for the program type.

Configure these options as needed, or click Cancel to re-apply the global schedule for this program type.

For information on each of the available schedule fields/options, refer to Global Schedule above. Each field/option works the same way, with the only difference being whether it applies to all program types (global) or the specific program type you are working with.

Repeat as needed until all of the appropriate program types have been associated with the plan and configured as necessary.

Show Discontinued Items in View Mode

Defaults to "Yes" so that discontinued plan items are displayed when users access the plan in view mode. If discontinued plan items should be hidden instead, click this drop-down arrow and select "No."

State

Click this drop-down arrow and select the abbreviation for the state the plan applies to. If the plan is applicable to more than a single state, this option can be left blank.

System Format

A read-only "Yes" or "No" value. Plans/templates with a "yes" value here have been created by Foothold Technology for your use and cannot be edited.