Assessment History - Scale Goal Plans/Projections

Assessment History - Scale Goal Plans/Projections - Standard User

Topics covered in this article: 

• Scale Goal Plans/Projections - The Basics
• Create a Scale Projection
• Change Scale Projection Status
• Delete Scale Projection
• Create a Scale Goal Plan
• Add Steps to Scale Goal Plan
• Edit Scale Goal Plan Objectives, Steps, or Dates
• Mark Scale Goal Plan Objectives or Steps as Complete
• Update Scale Goal Plan Status
• Delete Scale Goal Plan, Objective, or Step
• Filter Scale Goal Plans/Projections

Have additional questions not covered in this article? Hop over to Assessments - Standard User: Frequently Asked Questions and Troubleshooting Tips

Scale Goal Plans/Projections - The Basics

There are two types of Goal Plans available in eLogic Genesis:

• Scale Goal Plans and Projections enable navigators and clients to set projections for and create goal plans to achieve any scale outcome statement.
• Quick Goal Plans are accessible via the Goal Plans tab in client records and provide more flexibility in Goal Plan creation.

This article will focus on Scale Goal Plans. 

Scale Goal Plans and Projections are accessible via the left sidebar  Assessments → Assessment History. 

The Assessment History screen has four major areas:

• Assessments - this page will show all assessed scale outcomes
• Services - assign and view scale services
• Goal Plans/Projections - create scale projections and scale goal plans
• Scale Notes - create and view Scale notes

This article will focus on the Goal Plans/Projections area.

Each assessment scale has five outcome statuses:

• In-crisis - intervention needed, action must be taken
• Vulnerable - intervention needed, action must be taken
• Stable - reexamination if intervention is needed
• Safe - independence/self-sufficiency, intervention not needed
• Thriving - independence/self-sufficiency, intervention not needed
• N/A - the scale is not applicable to the client and is hidden by default

Clients who have been identified as eligible for assistance through an agency can select any of that scale's outcome statements to set a Projection. Projections appear on the scale histogram as a blue bar and as a collapsed grey box.

From the grey Projection box, clients and navigators can create a scale Goal Plan that outlines the Objective and related Steps to help the client achieve the Projection. 

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Create a Scale Projection

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the scale to which you wish to assign a projection
6. Click the Projection drop-down menu and select the desired outcome statement
7. Click Add
8. Projection will:
   • be added to the histogram as a blue bar
   • appear below in a collapsed grey box
9. Click the grey box to expand
10. Enter a Start Date
11. Click Save

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Change Scale Projection Status

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the scale and projection
6. Click the collapsed grey Projection box to expand
7. Choose the desired Projection Status:
   • Active
   • Completed
   • Cancelled
8. Click Save

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Delete Scale Projection

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the scale and projection
6. Click the collapsed grey Projection box to expand
7. Click the  delete icon to the right of the Save button

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Create a Scale Goal Plan

Before a scale Goal Plan can be created, you must first Create a Scale Projection

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the scale and projection you wish to convert to a Goal Plan 
6. Click Create Objective
7. Scale Projection is converted to a Scale Goal Plan - the grey Projection box changes to a green Goal Plan box
8. Enter Objective in text field below
9. Enter Start and Due dates
10. Click Save
11. Navigators assigned to the client record will see the Goal Plan Start and Due dates on their dashboards

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Add Steps to Scale Goal Plan

Before a Step can be added to a scale Goal Plan, you must first Create a Scale Goal Plan

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the Goal Plan and click on the green box to expand
6. Locate the Objective to which you wish to add Steps
7. Click  Add Step - area will expand below
8. Enter Step, Start and Due dates
9. Repeat steps 7-8 as needed
10. Click Save when finished

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Edit Scale Goal Plan Objectives, Steps, or Dates 

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the Goal Plan and click on the green box to expand
6. Locate the Objective or Steps you wish to edit
7. Click the corresponding  edit icon
8. Make any appropriate changes
9. Click Save

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Mark Scale Goal Plan Objectives or Steps as Complete

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the Goal Plan and click on the green box to expand
6. Click the checkbox for the completed Objective and/or Steps
7. System will mark the selected item as Completed, indicate the date of completion, and save automatically

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Update Scale Goal Plan Status

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the Goal Plan and click on the green box to expand
6. Choose the Goal Plan Status:
   • Active
   • Completed
   • Cancelled
7. Click Save

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Delete Scale Goal Plan, Objective, or Step

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Locate the Goal Plan and click on the green box to expand
6. Locate the Goal Plan, Objective, or Steps you wish to delete
   • Delete Goal Plan: click the delete icon next to the Save button
   • Delete Objective: click the  delete icon in the grey box to the far right of  Add Step
   • Delete Step: click the  delete icon next to the Step

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Filter Scale Goal Plans/Projections

1. Open client record
2. Click  Assessments from the left sidebar
3. Select "Assessment History"
4. Click the Goal Plans/Projections toggle
5. Use the collapsible filters on the left to filter scales by:
   • Domain - display only scales belonging to the selected domain
   • Scales - display only the selected scale
   • Statuses - display only scales with the selected status (the most recent scale outcome selection)
   • Packs - display scales belonging to a specific assessment
     Remember that filters can be used simultaneously which will narrow your search. Be sure to check all filters are set correctly if no results or fewer results than anticipated are shown
     
6. Scales matching the selected filter(s) are shown

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