How to complete a PCP or ISP?

A Person-Centered Plan is a comprehensive planning process which defines the services an agency will provide to a person. 

Here's how to complete a PCP from A-Z:

  1. Go into the individual's eChart --> PCP button.
  2.  Once inside you will see a button that says Configure PCP-click this button.
  3. Here you are entering the annual date (month/day) and then click save.
  4. Now you are on your PCP board. Click where you see Start PCP.
  5. You will select the PCP Type and then a template. 
  6.  The system then takes you into the PCP board. You will have a status bar showing your due date, remaining days, type, status, etc. 
  7. On the left you will see tasks to be completed. Click on the task to open the details. 
  8. Once in this section you will see Add Outcome. Click here to begin.
  9. Fill in the Outcome, description, relevant focus area and outcome category. It is very important for all sections to be complete. Incomplete sections will affect PIP documentation.
  10. Once you click save the Add Goal button will appear for you to click.
  11. Add the goals by clicking on the Purple Goals button at the top righthand side of the screen. Fill out the Goal, target date, person responsible (who monitors the goal progress), description, note how the progress will be monitored and then save.
  12.  Once you save the goal the Add Strategy button will appear for you to click. In this section (Strategies) you customize what the staff will see in the Care Tracker. The better the information entered into this section the better the tracking and data you will collect. Optional You can add protocols, readings and prompts. Protocol: here you can add any organization specific information. Capture Readings: staff can capture simple count readings if this is enabled. Prompts: you can provide staff with a prompt sequence.  
  13. When & How Often-a very important step. This will show for staff on the Care Tracker to be charted. If all services are left as needed you may risk not having charting performed. You can set services at a set time and as needed.
  14. Enter Service Provided By-by role select the staff that will work with this individual on this strategy.
  15. Show on Care Tracker-enable this feature so that staff can chart
  16. Funding Stream-this ties the service to Attendance and the PIP document.
  17. Scroll to the top and SAVE.
  18. Now you will see the information you have built. You may need to refresh your screen.
  19.  Complete all tasks on the PCP Board and mark them as done. Once they are complete you are ready to implement your PCP. Click where you see Enter Implementation Date.

**Before you implement make sure that all information shows properly on your PIP. You can make any necessary edits/changes. Once you implement you cannot make changes for that document. (See PIP Help Document for more information)

20. Once you implement you are taken to the PCP Board section and you will see the PCP is now sitting in the Current section.

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Contact Information

For more information please contact us at:

888.426.4020

help@icaremanager.com

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