How to Set up PCP Plan Templates (Case Management Suite)
Part of Case Management Standalone Suite
Before your agency starts using the PCP module in the Case Management Suite, PCP Plan Templates should be created for each type of PCP the agency is responsible for. Multiple PCP Templates can be created to drive work plans that are required for certain types of PCP’s. For example, a Case Management provider may have a protocol for Annual Plans versus Initial Plans, or even Plan Revisions. Templates can be created for as many scenarios as needed to organize the work that needs to be done for each person, making it easy for the Case Manager to see what needs to be done based on timeframes laid out in the PCP Template.
Here's How:
- Open up the PCP Plan Template by going to Admin Tools (wrench icon on left navigation bar) - > Plan Template, and select PCP.
- Click Add Template to add your first template.
- Click Add Phase to add your first Phase of activities that you want to track. You could have multiple Phases, such as Pre-Planning, Planning, & Pre-Implementation.
- Under each Phase, you can click Add to add activities. In this step, you can configure who should complete what activities, and by when. Please refer to the below table for an explanation of options available for configuration in each activity.
| Title | The title of the task as it will appear in My Work and on the PCP Board |
| Description | The description of the task as it will appear in the detail view in My Work and on the PCP Board |
| Notify | Identifies who is responsible for completing the task. Tasks will be assigned in My Work based on the Service Contact and/or Role that is entered here, when this template is in use for an assigned person supported. |
| Everyone from the team must complete this task | Requires each team member to sign off on the task before it is fully completed. |
| Any single staff member can mark this task as Done | Allows the task to be completed by a single user. |
| Capture Date While Done | Requires the date of the activity completion to be captured while marking done. |
| Files can be uploaded even after the plan has been implemented | Allows the user to upload a document to this task even after the PCP has been completed. |
| Do not allow to be implemented until this task is done | Marks task as “Compulsory” and will not allow PCP to be completed until task is done. |
| Links | iCM offers an option to link a task to screens throughout iCM. Bio Sketch, Emergency Sheet, Financial Vulnerability Assessment, Important To and Important For, Services, Sign-in Sheet |
| Set Date By | Provides options to set task start & due dates. Days, No Due Date |
| Start Date | Sets when the task is allowed to begin, and when it will start appearing in My Work. Checks in place that do not allow the user to start a task before it’s assigned start date, with available triggers. APD (Annual Plan Date)PCP Approval Date, PCP Created Date, PCP Effective Date, PCP Meeting Date |
| Due Date | Sets when the task is due, with options to configure based on calendar or business days, with available triggers. APD (Annual Plan Date)PCP Approval Date, PCP Created Date, PCP Effective Date, PCP Meeting Date |
👍Tip: Once a list of Activities has been created under a Phase, Activities can be dragged and dropped into a different order based on how you would like the sequence of Activities to appear to the user.
5. Once you have completed your first PCP Template, restart at step #1 to keep building the templates. Here is an example of how it may look when you have added a few templates:
6. Once the templates are set up, they are ready for Case Managers to use in the PCP module in a person's eChart.
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