If visits are applicable for an outcome plan, the administrator can specify compliancy levels and associate percentage ranges for each compliancy level. The configured ranges are used to determine which level to display when a case worker is evaluating visits during a plan review.
For example, the following levels and ranges may be specified:
If a case worker is carrying out a review for a period of one week, and the visitation plan specifies that two visits are to occur each week. If two compliant visits occurred in the week, the compliancy level would be Totally. If one compliant visit occurred in the week, the compliancy level would be Sporadically (i.e. 50% compliant). If no compliant visits occurred, the compliancy level would be Rarely (i.e. 0% compliant).
The administrator can also indicate the reschedule reasons that are considered acceptable from a compliancy point of view. This configuration is used to determine if a rescheduled visit is compliant. If the visit was rescheduled for an acceptable reason, for example, Chronic Illness, the visit may be considered compliant subject to other compliancy criteria being met such as the duration of the visit and the method of contact. If the visit was rescheduled for an unacceptable reason, for example, Overslept, it will be considered non compliant.