How to Complete a Service Plan

When you complete a Service Plan in ALIS, this is the second piece of a three-part process.

The three parts are: the Evaluation, the Service Plan (the topic of this article!), and the Care Plan which creates the schedule for Care Tracking.

Completing this process for all residents results in a standardized review of all your residents' needs, and a clear plan to provide for their needs in ALIS Care Tracking.

All three parts of the process can be generated as PDFs if you need to print them or or sign them on paper.

The Evaluation and Service Plan details are highly customizable, and must be implemented with ALIS Onboarding. We have template options you can choose from, or we can add a fully custom evaluation.

Completing an Service Plan is two main steps:

1. Review details and intervention schedule for each Need triggered from the Evaluation

2. Review the Care Level and Fees

Once you have completed the evaluation, you are prompted to sign the evaluation or go to the Service Plan. Most likely you want to go to the Service Plan, and later you can sign both the Evaluation and the Service Plan at the same time. 

For more information about completing an Evaluation, read this article: How to Complete an Evaluation

If you finished the Evaluation but did not go to the Service Plan immediately after, you can find the button to Continue the Service Plan in the In Progress section of the Evaluation center or on the Resident's profile.

Review Service Plan

Before you go on to add information for the Needs, Goals, and Interventions, notice on the left the View Evaluation button where you can reference the PDF of the Evaluation. You also have a View Service Plan button on the right, where you can review a preview of the document you are completing including the schedules. Use this to preview the document at any time during the process.

On the right above the list of Needs are a few status indicators:

• The status bar containing a percentage shows how many of the total required Needs are completed.
• The red box will show you the number of required Needs remaining before the Complete Service Plan button is clickable.
• The care points total and resulting care level will display in the box below the percentage of completed Needs.
  • Resident Care Levels are calculated by the number of points accrued in the evaluation.
  • Points values are associated with answer choices, and can be overridden by administrators.
  • To edit points details for specific Needs, you will need to go back and edit the Evaluation.
  • You can edit the overall points total in the Review Care Level step if you have administrator permissions. Click here to jump to Review Care Level information.

Edit Needs

If one of the sections is red, you will find at least one Need within the section that requires attention.

Most likely you need to click the Edit button to set the details of the need. This will be the case if there is more than one Goal or Intervention possible for this Need. 

When you click Edit, a pane slides from the right of your screen with a few options.

• Review if there are any notes from the evaluation, and add more if needed.
• The Use as Care Item Instructions is checked by default, and if this Need triggers a task on the Care Plan, these will flow into the Instructions box for the task.
• The Triggered By area has a button you can click to Show Answers. This will show you the question and answer choice you selected in the Evaluation that triggered this specific Need.
• Goals and Interventions will be automatically selected if there is only one of each that has been configured in ALIS Settings for this Need. If you need more options or if you want to change this language, contact your Onboarding Manager or ALIS Support to update this.

You are not required to Edit the details of the Need if there is only one Goal and one Intervention available. In that case, only the Set Schedule may be required for the Need.

Set Schedule

Once a Goal and Intervention are selected for a Need, it may still be showing red. If this is the case, you need to click Set Schedule for each intervention. This schedule will be required especially if the intervention will trigger a Care Item on the resident's Care Plan.

When you click Set Schedule, a pane slides from the right of your screen with a few details and options:

• The Current Care Plan Schedule is helpful to read if this Need is linked to a Care Item that already exists on the resident's Care Plan. You can review this to prevent any surprise schedule changes on the resident's Care Plan. If this is not linked to a current Care Item for the resident, you won't see this section.
• The Delivered By section requires that you select a Role and Location combination for who will provide the care described in the Intervention for the resident and where. If there is only one Role and Location option, it will be automatically checked. 
  • If you need to add more options here, contact your Onboarding Manager or ALIS Support to update this.
  • You can select more than one of these options! If there is a different schedule for different roles, this may be exactly what you need the Service Plan to say. For instance, if your community staff provide the care during the day, but a third party provider handles the task at night, you should select both roles and set the appropriate schedules for each.
• For each Role/Location selected, you will need to set a Frequency and a Shift/Care List. If this Intervention triggers an item on the resident's Care Plan, the schedule you set here will flow to the Review Care Plan step.
• Times are never required, but if you do not select a time, the Review Care Plan step will show the tasks at the first time of the shift. For example, if you set the Intervention to take place on Shift 1, and your Shift 1 is scheduled between 6a-2p, the Care Item will be scheduled at 6a. 
  • If you have turned on the setting to Hide Care Times, the Times menu here won't be available at all. For more information about hiding care times, read this article: How to Set Up Hidden Care Times

Review Care Level

This screen will be available after you complete the Service Plan. The Service Plan will stay in the In Progress status until this step is finished.

• The Current Care Level and Evaluated Care Level both display clearly to show if there are any Care Level or associated Fee changes.
• Anyone with administrator permissions will have the Override Care Level button available. When you click this, a pane slides from the right side of the screen with options to update the Care Level, Care Points, and/or Fee.
• View All Care Levels: This button will show all Care Levels and associated points ranges set up within the community in ALIS. If you need to update any of these Care Levels or points ranges, contact your Onboarding Manager or ALIS Support.
• Care Packages are services associated with fees that can be triggered in the Evaluation regardless of accumulated points. If you have administrator permissions, you can Override these as well. For more information about Care Packages, read this article: Care Packages
• The bottom of the page allows you to add text to two more sections:
  • Comments (shows on Service Plan): exactly as described! Use this for any additional details you need to capture on the Service Plan PDF.
  • Internal Notes for Billing: These show in the Billing Center. These comments are very helpful if your invoicing team uses the Billing Center and tracks potential changes to resident Levels of Care.

Click the green Complete Review button in order to complete the Service Plan!

Signatures

As mentioned above, it likely makes sense to collect the signatures after you have completed the Service Plan. The number of signatures required for either or both documents is customizable for your organization. 

After you complete the Evaluation, you can then access the Evaluation & Service Plan Details page. This is where you can collect signatures for both the Evaluation and Service Plan once each is completed.

For more information about the Evaluation & Service Plan Details page and signing documents, check out these articles:

Evaluation Center Reference Guide

E-Sign Evaluations and Service Plans