Client Plan
Objective: Learn the benefits of utilizing a client plan and how to create one.
What is a Client Plan and Why Should I Use It?
The Client Plan can be one of the most beneficial aspects of Probatum when utilized. The Plan aims to address the underlying causes of a client's offenses and minimize the likelihood of future offenses. It is here that you can identify needs that a client has. For instance, if you identify that a lack of education is a contributing case factor, you can set up a plan to overcome that by setting a goal (ex. Obtain a GED), and identifying actionable objectives (attend GED prep classes) for the client that will help to meet that goal. With a defined course of action, you can give your client a greater chance of success.
Simple Plans and Advanced Plans
Probatum allows for two types of plans to be entered: simple and advanced plans. Simple plans record a single need, goal and objective for each plan record. Advanced plans aggregate all targeted needs, goals, and objectives together in a single plan record, where progress can be monitored in greater detail.
Accessing Client Plans
To access Client Plans, navigate to the Client Screen. Click Plans on the side menu.
Advanced Plans
Adding an Advanced Plan
Navigate to the Client Plan screen, then click Add New.
Select Advanced Plan.
Identify the Tool Used to Assess Needs, the Plan Established On date, Primary Worker, and a Note (if applicable).
Click Next.
Now, configure the need level for each need domain based on the assessment by assigning a low, medium or high score. You can opt to exclude certain needs from the plan, and set the priority for addressing the need.
When you are finished configuring the needs, click Save.
When the plan opens, you can click +Add Target to a need domain to select an area to target. Once the target has been selected, click Save Target. You may add multiple targets to a need domain.
Now, under that target, click +Add Goal. Select a goal for the targeted area. Once the goal has been selected, click Save Goal. You may add multiple goals to a target.
Under that goal, click +Add Objective. Select a suggested objective or create a custom objective. Here you can also identify the date started, target completion, and add the status of progress on completing the objective. If desired, a technique can be added, such as a referral, as well as technique detail (e.g. the place of referral). You may add multiple techniques to the objective. Once you are satisfied with the configuration of the objective, click Save Objective. You may add multiple objectives to a goal.
After configuring all of the above, need domains, targets, goals, and objectives will display nested under one another as seen below to keep the plan organized. The objective panel can be expanded to display information regarding progress.
Editing or Deleting an Advanced Plan
To edit a target, goal, or objective, simply click on record you wish to edit and make any updates desired or delete the record.
When finished updating the target, goal, or objective, click Save.
If you wish to update the primary worker, the plan note, the needs configured for the plan or to delete the plan, click the menu icon in the top right corner of the blue toolbar above the plan and select the corresponding action.
Simple Plans
Adding a Simple Plan
Navigate to the Client Plan screen, then click Add New.
Select Simple Plan.
When the edit form opens, select the Need Targeted and Goal from the corresponding drop down menus.
You can select from suggested objectives or type in a custom objective in the Objective field.
Enter the Plan Established On and Target Completion On dates by clicking the calendar icon and selecting the correct date or enter the date manually in the following format: M/D/YYYY.
The Actual Completion date will be left blank when the plan is first created.
If you will be utilizing an external organization to assist with the plan*, select a Service Provider.
Add a Note if you wish to include any additional information.
Finally, if you wish to tag a case, begin typing the Case ID in the Tagged Cases field. Click the corresponding case number when it appears. You can tag multiple cases.
If you are satisfied with your entry, click the checkmark icon in the toolbar to save the record.
To close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Client sharing is a great way to both maintain communication with the service provider, as well as create accountability for your client as they complete their plan.
Editing a Simple Plan
From the list of plans, click anywhere in the card that contains the plan record you wish to edit to open the edit view.
Update any of the fields you wish to edit.
If you are satisfied with your changes, click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Completing a Simple Plan
From the list of plans, locate the record you wish to mark as complete. Click anywhere in the card that contains the plan record.
Fill in date for Actual Completion by clicking on the calendar icon and selecting the correct date or enter the date manually using the following format: M/D/YYYY.
Click the checkmark icon in the toolbar to save the record.
If you wish to close the edit view without saving, click the x in the toolbar to cancel your changes and return to the previous screen.
Options for items such as Issues/Needs, Objectives, Action Plans, and Service Providers can be added or edited in the Organization Management portion of Probatum.