Create a Case Plan

See Also:

Create an SDM Household

Create a Transitional Living Plan

 

  1. Navigate to CFS Detail Program Case window.
  2. Select the SDM icon. The SDM Household Summary/Detail window opens. Create the SDM Household.
  3. Select either the Case Plan button or Actions drop down/Children Family Services/ Create SDM Case Plan.  The Detail SDM Case Plan window opens.
  4. Use the out arrow to flow to the SDM Household Summary/Detail window.  Highlight the SDM Household name (there may be more than one SDM Household to select from) and click the return arrow to bring the name back to the Detail Case Plan window, where it populates the HH Name field.
  5. Enter the begin and end dates for the Case Plan.  

  6. Select the Completed By out arrow to open the Search Office Position window, to locate the name of the worker and the Office.

    Note:  The Case Plan can be saved in draft status at this point.

Since the persons involved in the Case Plan have now been selected from the SDM Household, the Case Plan can be accessed from the Case Plan button, the SDM Household or from Actions drop down/Children Family Services/Create Case Plan.  

If there has been more than one SDM Case Plan created, the List SMD Case Plan window will open. Highlight the Case Plan and select the Open Folder icon or double click the highlighted row.  This opens to the Detail SDM Case Plan window.

The following steps can be added in any order, but must be completed before the Case Plan can be finalized:

Permanency Objective:

  1. Select (highlight) the child(ren) in the Persons Involved in the Plan Group box.  Note:  children may be multi-selected if the Permanency Objective information is the same for all.
  2. Click the Permanency Objective icon.  The Maintain Permanency Objectives dialog box opens.
  3. Open the Permanency Objective drop-down list box to select the objective to associate with child(ren).   Enter the target date.
  4. If applicable, select the Concurrent Plan from the drop-down list box for the child(ren).  Enter the target date.
  5. Select the OK button to save the information and return to the Detail SDM Case Plan window. Select the Cancel button to return to the Detail SDM Case Plan window without saving the information.

Child Plan:

This is a mandatory plan.

  1. Select the Child Plan button or go to the Detail drop down and select Child Plan. The Detail SDM Case Plan Narrative window opens.
  2. Enter the Goal narrative text.  This is a mandatory field and must be saved to retain the Goal.
  3. Additional Goals may be entered by clicking the Save and Next icon.
  4. Select the Save and Close icon to save the goal and exit the window. You will be returned to the List SDM Case Plan window, where the list of goals can be viewed.

Each goal must have strategies, services and progress entered prior to the Case Plan being finalized.  

Caregiver Plan

This is an optional plan.

  1. Select the Caregiver Plan button or go to the Detail drop down and select Caregiver Plan.   The Detail SDM Case Plan Narrative window opens.
  2. Enter the Goal narrative text.  This is a mandatory field and must be saved to retain the Goal.
  3. Select the Save and Close icon to save the goal and exit the window. You will be returned to the List SDM Case Plan window, where the list of goals can be viewed.
  4. Additional Goals may be entered by clicking the Save and Next icon or by clicking on the new icon on the List SDM Case Plan Narrative window.

Each goal must have a strategies, services and progress narrative entered prior to the Case Plan being finalized.

If the Critical Need box was checked for any of the goals in the Caregiver Plan, then the Significance SDM Narrative must be entered. This narrative can be accessed by clicking on the Plan Narrative icon.

IL Plan

The IL button is enabled if the child is at least 16 years of age.

  1. Select the child by highlighting the row with the child’s name from the Persons Involved in the Plan box on the Detail SDM Case Plan window.  Click the IL Plan button to open the Detail Independent Living Plan window.  
  2. Create the Independent Living Plan for the child. If there is already an IL Plan created this button will flow to the List Independent Living Plan window.

NOTE: When creating an Independent Living Plan ensure the highest level of education completed is marked on the Person Detail window (SCHOOL ATTENDANCE BUTTON) prior to updating the IL plan from Draft to Ready for Review.

 

Tie IL Plan

  1. Highlight the desired IL plan from the List Independent Living Plan window and select the blue back arrow on the List Independent Living Plan window.   A Confirm Save dialog box will appear.  Select Yes to tie the IL Plan to the Case Plan.  Select No to not tie the IL Plan to the Case Plan.  It can also be tied by highlighting the child in the Person Involved group box on the Detail SDM Case Plan window.  Go to Actions drop down list, select Tie IL Plan.

  2. When the IL Plan is tied, the IL Plan button will be grayed out, and the Tied IL Plans button will be enabled.

Note:  The IL Plan must be tied to the Case Plan prior to finalizing the Case Plan.

Untie IL Plan

  1. Highlight the child in the Persons Involved in the Plan group box on the Detail SDM Case Plan window.
  2. Go to Actions drop down list, select Untie IL Plan

Copy Forward

  1. Once an SDM Case Plan has been finalized you can create a new draft case plan, copying forward the information from the finalized case plan. To do this open the finalized case plan from the List SDM Case Plan window and click the Copy Case Plan icon.
  2. Enter the begin date and end date to save the new draft.

Note: Only household name, completed by, and narratives will be copied forward.

Court Modified

  1. The Court Modified check box on the Detail SDM Case Plan window is used to indicate if the Case Plan has been modified by the courts.

Family Participation

  1. This indicator refers that family did not participate in the plan development and/or refuse to sign the case. If this box is checked a warning message will appear stating that it is mandatory for the Family Participation Attempts narrative must be entered. The warning message will flow to the this narrative by clicking Yes to enter now or the worker can enter the narrative later by clicking the Plan Narrative Icon. The SDM narrative window will open. Highlight the Family Participation Attempts row and enter narrative in text box.

Add/Remove household persons from the case plan

  1. Highlight the person row from the Persons Involved in the Plan box on the Detail SDM Case Plan window and select remove. A message will appear confirming that the selected person is to be removed. Save change.
  2. Select Add push button. If there is a person in the SDM household that is not currently in the case plan this will flow to the Add SDM Household Participants pop up. Highlight household member and click ok.

View CFS Case Plans

 Click on CWIS Case Plan icon from the Detail Program Case window.

 

(07-2013)