Case Planning

What does this mean for you?

Incorporate criminogenic needs, goals, steps and progress notes together in our modern digital case plan.

Reinforce best practices and agency standards with the right set of case plan templates.
Enable case managers and POs to establish individualized case plans for each client.
Link each client’s goals to their assessed high priority needs.
Define action steps for each goal to help clients make measured and steady progress.
Document progress and related notes directly in the case plan – helping each client understand that the case plan is the central tool for their intervention plan.
Automatically apply case plan time to each client’s dosage hours.
Create a printable case plan summary report to store in the electronic record permanently and give to the client each time you make a progress update, add a new goal or complete an action step.
Use positive reinforcements to promote client momentum on their case plan and link case plan progress on steps and goal completion to the automated agency rewards program.
Support a wide array of level advancement business rules to match local agency needs.
Measure case plan outcomes with agency defined risk/need areas for easy data analysis.
Easily measure case plan creation, updating and closure for data analysis and audit purposes.

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Set your case plan standards with powerful and flexible case plan templates.
Case planning is simple and easy when developing case plans with single levels, one or two goals and their related steps.
If your programming requires clients to advance through 3-4 levels before completion, you can create a multi-level case plan including: 3 or more goals, goals with multiple steps, values, problems in action, and behavioral and stability factor goals and steps.
Templates are not rigid, rather a starting point for a new client case plan. Case managers can adjust defaults during the process at any time to make sure each case plan is highly individualized.

Build case plans for clients using a customized wizard of clearly defined case plan points and templates for guidance through the case plan development process.
Agencies can customize the case plan wizard’s prompts, messages and information fields to help case managers build a tailored case plan for every client per agency standards.
Case plan goals and steps can be measured against date targets or percent completed.
By requiring a client biometric signature on a completed case plan, agency management and auditors know that the case plan was indeed developed with the client.