Senior Living Communities

ContentsContents

Navigating the Service Plan

These screens contains items required to navigate Service Plan Details.

Item Number	Item Name	Description
1.	Service Plan Header	You can view the resident name, review start date, target completion date and triggered service plan items. Triggered Service Plan Items - Click to view triggered items.
2.	Service Plan Show Symbol Legend	Click Show Symbol Legend for the following: - Service Plan Item History. - New/Change Since Last Review. - Change/Personalization Required. - View Documentation. - This task requires documentation. - Documentation is required however a schedule is not assigned. - This task shows on Individual Service Plan.
3.	Filters	Search - Type search item and click enter. Sort By - Select option to sort by: Library Order, Revision Date or Intervention Date Initiated. Show only - Select to show service plan items that require personalization. Show Resolved/Cancelled - Select to show all resolved/cancelled service plan items. Show Symbol Legend - Select to show symbol legend, see #2 above.
4.	Department and Service Plan Types	Departments - Click the department(s) to view the service plan types.
5.	Service Plan buttons	New Focus - Click to create a new focus. New Custom Focus - Click to create a new custom focus. Printable View - Click to select Service Plan print options. Back - Click to return to the resident chart. Service Plan PN - Click to create a Service Plan progress note. Jump to MDS - Click to open the resident MDS.
6.	Links	To edit the focus, goal(s), or intervention(s), click edit. To create a progress note, click pn.
7.	New Goal/New Custom Goal	To create a new goal or new custom goals, click New Goal or New Custom Goal.
8.	New Intervention/New Custom Intervention	To create a new intervention or new custom intervention, click New Intervention or New Custom Intervention.
9.	Unresolve link	Click the unresolve link to unresolve a previously resolved or cancelled focus.