The administrator has the option to indicate whether visitation plans and visits are applicable to the outcome plan. Visitation plans allow a caseworker to specify and describe planned interactions that occur between individuals, for example, for Child Welfare, visitation plans describe those interactions between the child in out-of-home placement and family members (parents or relatives) or other participants. If visits are configured for an outcome plan, the Visits tab will be displayed on an outcome plan and visitation plans and visitation logs can be created and the caseworker can also evaluate visits as part of a review.
Visits are evaluated as part of the plan review process. To assist the caseworker in performing visit evaluations, the system calculates visit compliancy and displays a compliancy level for each client and visitor who are part of a visitation plan which overlaps with the applicable review period. The system calculates the compliancy of actual visits against the planned visits set out in a visitation plan. In order to calculate compliancy, a number of factors are taken into account, such as the duration of the visit, reschedule reasons for rescheduled visits and method of contact. Some of these factors, namely method of contact, frequency of visits and expected duration, are specified on the visitation plan. There are also a number of configuration settings, including acceptable duration, compliancy levels and reschedule reasons, that are used in the compliancy calculation.
The acceptable duration is set for an outcome plan type. This configuration is provided for the administrator to set the percentage of the visit duration that is acceptable for compliancy purposes. For example, if the acceptable duration is set to 50%, and the expected duration set out in the visitation plan is 1 hour, any visits that occur for that visitation plan, that have a duration of 30 minutes or more, will be considered compliant from a duration perspective. Any visits that are less than 30 minutes will not be considered compliant and will be excluded from the compliancy calculation.
The administrator can also specify the upper and lower age limits for the clients to be visited for an outcome plan. For example, on a Child Welfare plan, where visit criteria between caregivers and children are set out on a visitation plan, the lower age limit may be set to 0 and the upper age limit may be set to 21, so that only the children aged 21 and under can be added as clients to visit on the visitation plan.