Adding client actions to plans

You can add a client action to a plan. You can add a suggested action, add an action from the library, or create an ad hoc action.

Before you begin

Actions must be associated with goals, so at least one open goal must be on the plan before you can add a care team action.

About this task

Use existing library actions where possible, but if a suitable action does not exist, you can create an ad hoc action. Ad hoc actions are specific to a client and are not available for care team members to add for other clients. You can add an action that was previously added to the plan, if the previous action was completed or the time frame for the actions do not overlap.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
  3. Click a client name.
    Their Summary View opens.
  4. Click Plan > Plan.
  5. Add a client action by selecting one of the following options:
    1. Click the Suggested Activities icon on the Activities bar to see any suggested client actions. Click the Add Suggested Client Action icon to add a suggested client action.
      The add client action window opens.
    2. Click the Add Activity icon on the Activities bar.
      The activities library search opens. Choose one of the following options:
      • Type a client action name to find a client action in the library and click the client action. The add client action window opens.
      • To add an ad hoc action, select New Client Action. The New Client Action window opens.
  6. Complete the following details:
    • Name You must enter a name for new client actions only.
    • Assigned To: For client actions, the action is assigned to the client by default.
    • Start Date: An action must have a start date, by default the current date. Enter a start date for the action.
    • Expected End Date: You can enter an end date for the action.
    • Category: You can select an action category for reporting purposes.
    • Associate Goals: An action must be associated with at least one goal. Select one or more goals to associate with the action.
    • Reason: Enter a reason for the action.
  7. Click Save.