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  1. Lumary DC Help Centre
  2. Client onboarding and record management
  3. Create plans

Create plans

Set up plans to support clients and help them achieve their goals.

  • Create a personal support plan
  • Introduction to goal plans
  • Create a goal attainment plan
  • Add NDIS goals to a goal plan
  • Add goals to a goal plan
  • Manage changes to a goal
  • Attach files to a goal plan
  • Start goal plan end of plan review
  • Add end of plan goal reviews
  • Add recommendations to a goal plan
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