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, updated in Lumary DC 2.16 and Lumary DC 2.17
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
- generating a support plan Formstack document
- submitting a compliance declaration
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-00062) 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 high importance — click Standard Importance to set the item as High Importance so that the item is highlighted to workers. You can switch back to Standard Importance by clicking on High Importance if needed.
- Hide items from mobile — click Visible on Mobile to switch the item to Hidden from Mobile if not relevant for mobile workers viewing the client's plan. You can switch back to Visible on Mobile by clicking on Hidden from Mobile if needed.
- Mark as reviewed or completed — once you have completed the necessary information for the item, you can mark it 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.
- Select the relevant Review Period (days) option.
- If activating on behalf of another active user that prepared the plan, you can replace your user with theirs in the Prepared By field.
- 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
- populate the Calculated Review Date field
- update the client's Latest Support Plan (Care Plan) value
- update the client's existing Active care plan to Expired, if they have one, and
- generate a PDF version of the support plan and attach it to the support plan's Files related list.
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.
Generating a support plan Formstack document
If enabled for the template and your organisation has a custom Formstack template configured and mapped, you can generate a document version of client support plans for printing or saving as a PDF, provided the plan is not expired:
- Open the client's active support plan.
- Click Generate Document.
- Follow the prompts to choose a document template to merge for the support plan.
Submitting a compliance declaration
When a support plan is Active, mobile and desktop users supporting the client can submit a compliance declaration to confirm they have read and understood the support plan and its related assessments and plans:
- Open the client's active support plan and review the details.
- At the bottom of the plan click Add Declaration.
- Verify the Declaration statement is accurate and click Save.
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