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Create a Case Plan
Case Plans are roadmaps developed by case managers and their clients to help clients achieve their goals.
Case Plans include:
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Goals: An outcome that the client is working toward. For example, develop financial literacy skills.
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Action Item: Specific tasks for a client to complete while working toward a goal. For example, pass a basic financial literacy course or open a bank account.
Create a Case Plan from a Contact record, or from another object if your admin has addedCustomize New Case Plans. If you create a Case Plan from a Contact, Intake, or Program Engagement, the Contact automatically populates; for all other objects, just fill in the Contact.
If your Contact has a Program Engagement, you can select a Program when you create a Case Plan. Similarly, if the Program that you select has affiliated Goals and Action Items, you can select those too. If not, add Goals and Action Items after you create your Case Plan. And to provide some guidance about which Goals and Action Items to choose when creating a Case Plan, Programs and Goal Templates may also include Case Plan Instructions.
- Create a Case Plan
Create a case plan from a Contact, or other objects where your admin has added the New Case Plan button. - Add Goals and Action Items
Add custom goals and action items to goal templates. - Delete Goals and Case Plans
You can delete a Goal from a Case Plan, but doing so also deletes related Action items. You can't delete Goals or Action Items that are marked as Required.
Create a Case Plan
Create a case plan from a Contact, or other objects where your admin has added the New Case Plan button.
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Navigate to a Contact or other object record.
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Click New Case Plan. If you're on a Contact, click the Case Plans tab first.
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Enter a Case Plan Name and optional Description. If you're creating a Case Plan from a Contact, Intake, or Program Engagement, the Contact auto-populates; from any other object, select a Contact. Click Next.
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Select a Program, then click Next. The Contact needs to have a Program Engagement for Program selections to appear.
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If Goals are associated with the Program you selected, optionally select them. You may see instructions that help you choose which Goals to select, and some Goals may be required based on the Program you selected. You can also add Goals later. Click Next.
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If Action Items are associated with the Goal you selected, optionally select them. You may see instructions that help you choose which Action Items to select, and some Action Items may be required based on the Goal(s) you selected. You can also add Action Items later. Click Next.
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Click Save.
To add Goals and Action Items to your Case Plan, click +New Goal or +Add Action Items. For details, see Create a Case Plan.
Add Goals and Action Items
Add custom goals and action items to goal templates.
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Navigate to the Case Plan.
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Click +New Goal.
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Select a Goal Template. You'll only see Goal Templates for the Programs the client is enrolled in. Or click +Add Custom Goal and enter the Goal Name.
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Set the Status for the Goal.
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Click +Add Action Item.
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Select an Action Item. You'll only see Action Item Templates that are part of the related Goal. Or click +Add Custom Action Item and enter the Action Item Name.
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Set the Due Date, Status, and who the Action Item is assigned to.
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Optionally, add more Action Items.
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Click Save.
Delete Goals and Case Plans
You can delete a Goal from a Case Plan, but doing so also deletes related Action items. You can't delete Goals or Action Items that are marked as Required.
You can also delete Case Plans from the Case Plan related list on a Contact. Keep in mind that you'll be deleting all Case Plan data.
