The first step for an organization in creating a service plan is to define an organization's service plan types, for example Return to Work or Child Welfare.
Creating multiple service plan types allows an organization to differentiate between varying programs across the organization. The following information can be defined for each service plan type:
- Service Plan Approval Checks
- Approval checks can be set up for each service plan type.
This further enhances the reliability of the service plan approval
process.
- Single or Multiple Contracts
- The administration component allows either single or
multiple contract generation for each service plan type. For
example, a Return to Work service plan might allow multiple
contracts to be issued for an individual service plan; however, a
Child Welfare Plan will generally only allow a single
contract.
- Integrated Case Links
- To ensure that only suitable types of service plans are
available when delivering benefits to a client, an administrator
can create a link between a service plan type and the appropriate
Integrated Case type.
- Milestones
- Service plan milestones can be defined for each service plan
to ensure that progress is being made to achieve the service plan
goal. Only milestones that have been defined in administration can
be added to a service plan to further promote best
practice.