Lumary DC - This article explains how to add recommendations to a client's goal attainment plan.
During an end of plan review, you can add recommendations about support that will help a participant achieve their goals. This could include recommendations for additional support and/or their future goals.
To add recommendations to a goal attainment plan, you'll need to have started an end of plan review.
To add a recommendation:
- Go to the client's record.
- Click on the Goals tab.
- Click on the Goal Plans tab. This will show the client's current goal attainment plan period and the number of days left on the plan.
- Click on the plan number link to open the plan.
- Click on the Add Recommendation button at the top of the record. If this button doesn't appear, you may need to start the end of plan review.
- This will launch an Add Recommendation form. The following table explains the use and purpose of each of the form's fields. Mandatory fields are marked with an asterisk.
| Field | Purpose and use |
|---|---|
| * Discipline | The discipline or modality that relates to the recommendation. |
| * Recommendation Type | Select whether the recommendation relates to a future goal or a request for additional support. |
| * Recommendation Details | A free text field where you can add details of the recommendation. |
| The Estimated Funding Required section enables you to include a recommendation about how much support may be required. | |
| Recommended Hours | The number of hours helps calculate the funding estimate. |
| Related Service | Use the drop-down list to recommend a service. If you make a selection in this field, you'll also need to select a rate. |
- Click on the Next button.
If you didn't add a service, the popup will close and automatically save the recommendation.
If you added a service, another screen will appear to capture the rate:
- Click in the Rate drop-down list and select a rate.
- Click on the Save button.
The new recommendation will be displayed in the Next Plan Recommendations section.
To edit or delete a recommendation:
- Click on the arrow at the end of a row.
- Select Edit or Delete from the drop-down list.
You can also add end of plan goal reviews to individual goals.