1. AWARDS
  2. System Management
  3. Administration Module
  4. Builders & Tools

Plan Sections

Each plan will inherit a goal section as well as a specific number of built-in sections from the template used to create it, with the option of also adding as many unique custom sections as needed.  Specifics of each of these sections will vary from plan to plan; however, all custom and built-in plan sections are used to set the fields and options that will be available in data entry mode when completing plans and reviews.  While the labels and content will vary, the building blocks for each section is the same, enabling you to add/remove fields and options, label each as you need, and re-order various pieces to meet your workflow needs.  Only the Goal section is unique, in that it is tiered and it can be configured but not fully customized.

Below is an alphabetical list of the fields and options located in this plan component, along with tips on how to configure each.

Specifics of each plan section will vary from plan to plan; however, all custom and built-in plan sections are used to set the fields and options that will be available in data entry mode when completing plans and reviews.  While the labels and content will vary, the building blocks for each section is the same, enabling you to add/remove fields and options, label each as you need, and re-order various pieces to meet your workflow needs.  Only the Goal section is unique, in that it is tiered and it can be configured but not fully customized.

Fields / Options

The bulk of each custom and built-in plan section is comprised of a series of fields and options.  It is these fields and options which will be filled in by users during plan and review data entry, and which will be displayed with read-only values in plan/review reports.

The fields/options portion of any plan section is highly configurable; to do so, complete one or more of the following tasks as needed.  Be sure to click Save at the bottom of the page to apply your changes after each task is completed.

  • Change or set the name of the section heading - At the top of each section's field/options is a heading which defaults from the template with which the plan was created, or to "Custom" if you have added a new custom section.  For example:

To change the name of the heading, select it and overwrite the existing text.

  • Make this section optional - To do so, click the Make this Section Optional checkbox.  When checked, an "+Add [Section Name]" option will be added to left-hand menu of the plans/reviews in data entry mode.  If the section should be included in a given plan/review, this "+Add" option must be clicked during the plan/review data entry process in order for it to be displayed as part of the plan.  When unchecked, this section is automatically listed in the plans/reviews data entry left-hand menu as part of the plan.
  • Add a new field/option -To do so, in the right-hand menu click the type of field/option to be added, drag it over to the location on the plan where it should be placed, and then drop it.  Available field/option types are as follows:
    • Checkbox - Displays a single checkbox with the Field Label above it.

  • Checklist - Displays a series of checkboxes where one or  more of the checkboxes can be checked off during the plan data entry process.

  • Dynamic Section - Displays a section of the client's chart on the plan in report mode.  The contents of that section are automatically updated when the corresponding portion of the client's chart is updated, unless/until the plan is locked with an effective date or is electronically signed.  After a plan is completed and/or signed, updates to the information in the corresponding records will not impact the version of the information shown on the plan.

  • Instructions - Displays a text area fill-in field where instructions can be entered for completing another field/section of the plan.  The text entered here will display in read-only report mode on the plan in the order in which it is configured.

  • Radio - Displays a series of radio buttons where only one value may be selected on the plan.  Once a value is selected, it cannot be de-selected; instead, a different value must be chosen from those that are available.

  • Selection List - Displays a drop-down list of values where only one value can be selected.

  • Textbox - Displays a small text area fill-in field on the plan where up to 35 characters of text can be entered.

  • Textarea - Displays a text area fill-in field on the plan where up to 10 rows of text can be entered.

Once a new field/option has been dropped onto the plan, a pop-up window is displayed.  This pop-up contains several tabs where configuration options can be set for the field/option.  Configure these tabs as detailed below.  When you've finished, click Done to close data entry and display the new field/option on the page in preview mode, and then click Save at the bottom of the page to apply your changes. 

 

  • Make changes to an existing field/option - To do so, click the edit icon corresponding to the field/option to be changed.

The configuration pop-up window is displayed for the field/option to be edited.  Make changes as necessary.  When you've finished, click Done to close data entry and display the new field/option on the page in preview mode, and then click Save at the bottom of the page to apply your changes.

  • Delete an existing field/option - To do so, click the field option's edit icon (shown in the image above) to open it in data entry mode, and then click the delete icon in the bottom-right corner.  A confirmation pop-up is displayed.  Click OK to proceed with the deletion, and then click Save to finalize the change to the plan section.
  • Re-order and/or re-size the section's fields/options - When a plan section has more than one field/option, they can be dragged and dropped on the page to re-order them.  The order in which they are displayed here is how they will appear on the plan in data entry and report mode in the Plans and Reviews feature for users.  Additionally, individual fields and options can be re-sized by hovering over the bottom-right corner to display the gray triangle, and then clicking and dragging the field/option until it is the appropriate size.



Field Details Tab

 

  • Field Label - In this field, type the label that should be shown for this field/option in the plan in data entry mode.  If the field should be labeled differently for reporting purposes, click Add Report Field Label and enter a value for Report Field Label; otherwise the same label is used in both data entry and report modes.
  • Description - In this field, type any hints that may be helpful to users as they work to complete the plan.  The description entered here will be displayed to the user as a mouseover when working in the plan in data entry mode.
  • Field Type - Defaults to the type of field/option dragged over from the right-hand menu, but can be changed as needed by clicking the drop-down arrow and making a new selection.
  • Field Value - Available when the field type is "Dynamic Section."  Click this drop-down arrow and select the type of individual record information to be displayed on the plan.  Available options are "Medications," "Diagnoses," "Vital Signs," "Providers," "Provider Appointments (Future)," "Diet Info," "Implantable Devices," " Diagnostic Tests," " Laboratory Orders," "Client Identifiers," and "Tasks."
  • Validation Rule - Available when the field type is "Textbox."  If the text that will be entered into this field on the plan should conform to a specific format, click this drop-down arrow and make a selection.  Available options are "None," "Date," "Decimal," "Email," "Integer," and "Phone Number."
  • Title - Available when the field type is "Radio," "Selection List," "Textbox," or "Textarea."  Displays as the main field for a goal/object/intervention.  When selected, this will be the field label that displays in a service plan linked note written against the plan/review.
  • Disabled - Fields/options that have data saved in them in any plan are not available for deletion; however, if the field/option should no longer be available for data entry purposes, click the Disable checkbox.  Moving forward the field/option will not be displayed in data entry mode, but any values previously entered in it will still be available for reporting purposes.  (If it's ever necessary to re-enable this field/option in the future, uncheck the Disable checkbox.)
  • Required - Click this checkbox if the field/option is to be required during plan data entry.
  • Read Only - Available when the field type is "Textbox" or "Textarea."  Click this checkbox if the specified default value is to be read-only during plan data entry. 
  • Show for Review only - Click this checkbox if the field/option should not be included on initial plans and should instead be limited to reviews only.

If every field within a section is designed "Show for Reviews Only," that entire section will be hidden on initial plans and be visible only for plan reviews.

 

Display Options Tab

  • Conditionally Displayed & Required - Based On - If the field/option being entered should only display based on a specific response to another field/option on the plan review, AND/OR if the field/option should only be required based on a specific response to another field/option, click this drop-down arrow and select the name of the existing field/option on which the requirement for this new field/option will be based.

This option can only be selected if there is at least one other field/option in the plan section.  In such cases, the Conditionally Displayed & Required selection list includes those fields/options previously added to that plan section.

In the field below the selection list specify a response that, if entered in the conditional section of the plan, will cause this new field/option to be displayed and/or required.  Click the corresponding Display and/or Require checkboxes as needed.

 

For example, if field 1 is "Hospitalized this year?" and field 2 is "If so, which hospital?" these options can be used to set up field 2 so that it is displayed only if the answer to field 1 is "yes." To do so, when creating field 2 you'd make "Hospitalized this year?" the conditionally required selection, enter "yes" in the response field, and check off Display.  If field 2 should also be required when field 1 is answered with "yes," you'd also check off Require here.

Additional response fields/options will be made available by clicking Click to add. 

 

List Options Tab

  • Options List - Available when the field type is "Checklist," "Radio," or "Selection List."  Click this drop-down arrow and select "Custom List" to create your own selections, or a "Predefined List" to use a standard set of selection options.

Predefined lists include "Service Types", "Group Linkage," and "Program," the latter of which is designed to assign goals to particular programs within a Care Plan during the data entry process.  Keep in mind that when "Group Linkage" is selected it will be available on the goal/objectives/interventions level of the plan, and can only be assigned to one field/option on that plan.

When "Custom List" is chosen, the selection options must be defined using the Option, Code, and Order table.  Click the first row to add an item.  In the Option field type the value to be shown on the plan or selection list.  If appropriate, specify a Code that corresponds to the value, and then specify its Order in the list.  Repeat as needed until all options have been added.  (To remove an option, click the green x to the right of the row to be deleted.)

CCDA

  • CCDA Section Field - Available for programs using Interoperability.  If "Goals" was selected using the CCDA Section option on the previous page, click this drop-down arrow and select "Goal Description" or "Health Concern Description."  If "Health Concerns" was selected on the previous page, the only available selection here is "Health Concern Description."  This option allows a PlanBuilder section to be associated with a related health concern or a specific dated health record if applicable (for example, a specific medication, a vital sign taken on a specific date, a specific allergy, a specific diagnosis).  The specific concern is selected by the plan reviewer when working with individual plans/reviews.

 

Label

In this field, type or make changes to the name of the plan section being worked with.  The value entered her is what is displayed for the section in the left-hand menu while working with the plan throughout AWARDS.

Order

In this field, type or make changes to the numerical placement of the plan section on the left-hand menu; for example, if the section should be at the top (just below Plan Details," which is always listed first), a value of "1" should be specified here.  The default order value for new custom sections is at the bottom of the left-hand menu, or just above the Signatures section (if one has been set up).

CCDA Section

Available for programs using Interoperability.  Click the drop-down arrow and select either "Goals" or "Health Concerns" to distinguish whether the plan component is a goal or health concern.  If "Goals" is selected, the start date is the goal date.  If "Health Conditions" is selected, further refinement of which health condition it is for will be available to the reviewer completing an individual plan/review.

Type

This is read-only information that reflects the type of plan section being worked with.

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