Create a personal support plan

Lumary DC - This article explains how to create a personal support plan on a client's record.

The system can be used to capture several different types of personal support plans. Depending on how your environment has been set up, these may include:

• continence management plans
• diet and meal plans
• emergency plans
• external plans
• general support plans
• non-response plans
• positive behaviour support plans, and
• plans regarding restrictive practices.

Alerts can be used to make workers aware that there is a plan in place.

To create a personal support plan:

1. Go to the client's record.
2. Click on the Support Needs tab. You might need to use the More drop-down list at the end of the row of tabs to find this option.
3. If it's not already open, click on the Risks, Assessments & Plans tab.
4. Scroll down to the Personal Support Plans (Client) section.
5. Click on the New button.

6. This will open the New Personal Support Plan window where you can select the type of plan. Click on the record type for the plan you need to create.
7. Click on the Next button.

This will open a form to capture information required for the the type of plan selected. The first section captures similar information for most plans. The following table explains the key fields. Mandatory fields are marked with an asterisk.

Field	Use and purpose
* Client	The Client field will auto-fill with the name of the client from the client's record.
Plan Type	Use the drop-down list to select whether to label the plan as a: Personal Support Plan Health Care Plan Health Plan, or Behaviour Support Plan.
Description	Add a brief description of the plan. If you put a tick in the Display as Alert checkbox, the description will show in the alert.
Display as Alert	Put a tick in this checkbox to add an alert to the top of the client's record. This notifies workers that a plan is available on the system for this client. The alert will display the plan type unless you add text to the Description free text field.
Status	Use the drop-down list to set the status of the plan's progress.

The Development and Approval Information section is the same for all plans. This section of the form allows you to add information about key dates, key people involved in the development of the plan and who provided consent.

The rest of the sections of the form will depend on which record type you selected. Any mandatory fields will be marked with an asterisk.

8. Fill out all of the information required by your organisation and then click on the Save button.

Your plan will be listed in the Personal Support Plans (Client) section. If you ticked the Display as Alert checkbox, the plan will also be listed in the alerts at the top of the client's record.

To edit or delete a personal support plan:

1. Click on the drop-down arrow at the end of the row.
2. Select Edit or Delete.