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Service Plan Workflow
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How to create a Service Plan in Foothold
How to create a Service Plan in Foothold
Why do Support Coordinators complete Service Plans?
Why do Support Coordinators complete Service Plans?
In addition to being a requirement of our agency's accreditation standards, creating client-directed Service Plans with our clients, and documenting how our efforts address these client goals, demonstrates that Avalon is providing services that are relevant, individualized and impactful for each of the individual clients we serve.
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Where do I find Service Plans in Foothold?
Where do I find Service Plans in Foothold?
There are a few ways to find Service Plans, but the easiest is by searching for a client, clicking their name, and then clicking on "Plans and Reviews."
1. Search, then click on name.
1. Search, then click on name.
2. Click on "Plans and Reviews"
2. Click on "Plans and Reviews"
How often are Service Plans done?
How often are Service Plans done?
Service Plans need to be created for all adult, head-of-household clients with an "active" status in Foothold within 30 days of intake and every six months thereafter.
What is a Service Plan
What is a Service Plan
A service plan is a set of client-directed goals, usually 3-5, that an Avalon Service Coordinator sets with a client.
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How to Create a Service Plan? (Part I)
How to Create a Service Plan? (Part I)
1. Click on the page with the "+" symbol
1. Click on the page with the "+" symbol
2. Set a "due date" (this is the date that the plan STARTS)
2. Set a "due date" (this is the date that the plan STARTS)
a. Due date = start date
b. Type = initial plan
c. Reviewer = Service Coordinator
3. Add goals
3. Add goals
Click "add goals" to add goals
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4. Create first goal
4. Create first goal
a. Set a goal category (for example: "housing stability.")
b. Set a target completion date (1-180 days from the start of the plan)
c. Add a case manager task
d. Add a case manager service (this MUST match the goal category.) (ex: "housing stability.")
e. add a recipient task.
d. Click save.
⚠️Make sure the goal category the the case manager service type are the same.  If they aren't, you won't be able to write a plan-linked note.
⚠️Make sure the goal category the the case manager service type are the same.  If they aren't, you won't be able to write a plan-linked note.
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How to Create a Service Plan? (Part II)
How to Create a Service Plan? (Part II)
5.  Repeat Step 4 for next goal(s)
5.  Repeat Step 4 for next goal(s)
6. Lock service plan
6. Lock service plan
This is done by setting an effective date.
a. Set the effective date as the SAME DATE as the "due date."
b. Set the "done date" as the SAME DATE as the "due date."
c. Click save.
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7. Sign.
7. Sign.
Click "Plans and reviews" to sign.
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After this, click on the radio button next to the plan you want to sign.
After this, click on the radio button next to the plan you want to sign.
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Next, click on the "eye" icon.
Next, click on the "eye" icon.
Finally, click on "click to sign" to sign, or "allow consumer to sign" to allow the client to sign their plan.
Finally, click on "click to sign" to sign, or "allow consumer to sign" to allow the client to sign their plan.
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HOW TO FIX YOUR SERVICE PLAN.
HOW TO FIX YOUR SERVICE PLAN.
If you're having issues linking your notes to your plan, set your effective date in the future, mismatched your goal categories, etc., there are a few things you can do yourself to fix these issues:
IF your plan is already signed and something needs to be fixed?
IF your plan is already signed and something needs to be fixed?
Remove the signatures from the plan.

To do this:

Follow the same steps you did to sign the plan.

Click "remove e-sign."
IF you have an issue with the plan's dates and/or goals.
IF you have an issue with the plan's dates and/or goals.
a. Remove the signature (see above), if there is one.

b. Go back to "Plans and Reviews."  Click the radio button next to the plan you just removed the signatures from.  Click "edit."

c. Bring your mouse cursor over the effective date.  A blue "x" should appear.  Click it to remove the effective date.  Then, click "save."
d. Repeat this process for the "done date."

e. make any fixes to the service plan that you need.

f. Return to "attributes." Set the effective date (and any other dates) to the SAME date. This date should be the date on which the plan STARTS.

g. Sign.
Still having issues?
Still having issues?
A video containing instructions on how to correctly create a service plan is available on Avalon's staff website,
here: https://www.avalonstaff.com/foothold-training
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Plan-linked notes.
Plan-linked notes.
Step 1. Search for the Client
Step 1. Search for the Client
Step 2. Click on their name
Step 2. Click on their name
Step 3, Click on "progress notes."
Step 3, Click on "progress notes."
Step 4.  Chose the options for your note. 
Step 4.  Chose the options for your note. 
⭐If you've set up your service plan correctly, you'll see a gray box labeled "Service Types on ISP Today."  If not, either the plan is not locked with an effective date, the effective date is in the future, or a goal's service types (ex: housing stability, financial, etc.) don't match the service type for the same goal's corresponding Case Manager task.
⭐Make sure the "service type" for the progress note (ex: housing stability") matches the "service type" for the goal you're trying to link the note to!
How to write a Service Plan-Linked Note
How to write a Service Plan-Linked Note
After you have set up your Service Plan, you're ready to write Plan-linked progress notes to demonstrate how your services relate to the client-directed service plan.

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