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Individual Plan Input (MR) - (Workflow)

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Create a mental retardation treatment plan for a client.

Avatar CWS > Treatment Planning  > MR Treatment Plan

  1. In the Select Client screen, enter the client ID in the Client Name/ID field, click Select Client Name/ID Search. Click Ok.
  2. The Plan ID field displays the plan ID that increases with each new treatment plan and cannot be edited.
  3. In the Brief Individual Plan Description field, enter a treatment plan description.
  4. In the Plan Status field, select the status.
    If the user is on a required notification list, Final is disabled. If the user is not on a required notification list, Pending Approval is disabled.
  5. In the Plan Start Date field, enter the date.
  6. In the Reviewing Team Member field, select the team member.
  7. Staff members are assigned to be notified in the Notification Users form.
  8. Enter other information as appropriate.
  9. Click Diagnosis Display to view the client's diagnosis information. The report displays the client diagnosis entered in the Diagnosis form (Avatar PM).