This article explains how to create a support plan from a template, work through the plan's sections and items, activate a completed plan, and initiate a plan review.
Support Plans can now be created directly from Plan Templates, providing a faster and more consistent way to capture client care and support requirements. Each support plan is organised into sections, and each section contains items.
Required packages and permissions
Available with: Lumary DC 2.15 and later
Permission: Lumary DC – Plan/Assessment Upload permission set
This article covers the following topics:
- creating a client support plan
- working through a support plan
- linking related records
- other item features
- tracking progress
- activating a support plan
- reviewing a support plan
Creating a client support plan
- Go to a client's record.
- Click the Create Support Plan button.
- Select an active Plan Template.
If a client receives services across multiple service types, select the template that provides the broadest coverage to capture all required support details. - Click Next.
- Select the client's relevant existing Goal Attainment Plan, if they have one.
- Select the client's relevant existing Behaviour Support Plan, if they have one.
- Click Next.
The system will generate a new support plan pre-populated with the sections and items defined in the template. The new support plan is created in Draft status.
Working through a support plan
If defined on the selected template Guidance may be available to help guide you through completing the support plan.
- On sections, you can click to view guidance or open guidance links from the section heading:
- On items, hover over the guidance indicator to view the content:
Depending on the selected template, items may require you to:
- review or record data in fields from the client's profile
- link or create client-related records
- complete fields or custom plan information for the specific client, or
- include a video guidance link for workers to view additional resources on to how to support the specific client.
Linking related records
Depending on the selected template and your permissions, some items on the support plan may allow you to create or link existing client-related records.
- Click the + button within the item.
- Select either Link to existing or Create new:
| Option | How it works |
|---|---|
| Link to existing | Allows you to select from the client's relevant existing records. Once a record is selected, click Link Record to update the support plan item. |
| Create new | Allows you to create a new record related to the client. Complete the relevant fields or screens that are displayed and save to create the record and update the support plan item. |
The information displayed back on the item's card will depend on the object the record is in and the record's values. You can click on the record's name (e.g. CC-00077) to open it in a new tab if needed.
If needed, you can:
- click the pencil to edit the record, or
- click the X to unlink the record:
Other item features
- Mark as not required — if an item does not apply to the client, you can mark it as Not Required rather than leaving it blank. You can reinstate items previously marked as not required if needed.
- Add items — click Add Another if you need multiple items of the same type within a section. You can choose from cloning the existing item or creating a blank one.
- Mark as reviewed or completed — once you have completed the necessary information for the item, you can mark is as reviewed/completed.
Tracking progress
Progress is tracked at both the section and plan level. As you complete items within a section, the section's progress indicator updates automatically. The overall plan progress reflects how far through the entire plan you are.
Activating a support plan
Once 100% of sections and items on a draft support plan are complete, the plan can be activated for the client:
- Open the support plan.
- Click Set to Active.
- Click Confirm - Set to Active.
The system will:
- update the Status of the support plan from Draft to Active
- set the Activation Date to the current date
- update the client's Latest Support Plan (Care Plan) value, and
- update the client's existing Active care plan to Expired, if they have one.
A client should only have one active care plan at a time.
Reviewing a support plan
Support Plan reviews shift tracking from individual records to the client level, giving you a more holistic view of the client's needs and documentation across reviews. When it is time to review a client's plan:
- Open the client's active support plan.
- Click Start Plan Review.
- Click Confirm - Start Review.
The system will create a new copy of the plan in Draft status, linked back to the original plan. The original plan remains active until the new one is reviewed and finalised.
- Work through the new draft plan, verifying or updating any items that have changed.
- Mark items as Reviewed once they are confirmed as up to date.
- Once the review is complete, activate the new plan.
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