Plan Item

A sub-goal will typically consist of one or more scheduled activities or plan items. The successful completion of some or all plan items is required to successfully attain a sub-goal.

An administrator can link one or more plan items to each sub-goal. Each of these plan items will then be available to a case worker when creating a service plan which contains these sub-goal(s).

As discussed earlier, Cúram Service Planning allows organizations to meet diverse plan item requirements by enabling them to define their own plan items. In addition to customizing plan items, the following information can be configured for each individual plan item: the concerning participant, the responsible participant or user, the plan item cost, plan item approval options, the expected outcome of the plan item, whether the name of the plan item may be modified once the plan item has been added to a service plan, and any good causes for not meeting the expected outcome. Individual plan items can also have attachments maintained.

When adding a custom basic plan item to a sub-goal, the case worker can also choose to modify the plan item name. This enables the case worker to more easily see what the individual plan item addresses.