Step 1: Confirm that you have made all service or general recommendations, and are satisfied with the clients goals and concerns, as the support plan cannot be edited after completing. Step 2: Select, support plan and continue to match and from any ‘Complete refer’ tab in the support plan. client’s Step 3: If you have not answered all the mandatory questions in the assessment, a pop up box will be displayed. You will be required to provide a reason for not completing all the mandatory questions before you can ‘Complete assessment’. Step 4: You will be taken to the services & tab to match and refer ‘Manage referrals’ for services. The option to support plan and continue to match and is available at ‘Complete refer’ the bottom of any tab within the support plan. Once you select support plan and continue to match and you will ‘Complete refer’, not be able to make any changes to the assessment or support plan. Finalising the support plan When you have completed the assessment and the support plan, you will need to arrange referrals for any service(s), before finalising the support plan. Refer to for detailed information on this process. To finalise the support plan, follow the steps below. Step 1: From any tab in the support plan you will have the option to client’s ‘Finalise support at the bottom of the page. plan’
Step 1: Confirm that you have made all service or general recommendations, and are satisfied with the clients goals and concerns, as the support plan cannot be edited after completing. Step 2: Select, ‘Complete support plan and continue to match and refer’ from any tab in the client’s support plan. Step 3: If you have not answered all the mandatory questions in the assessment, a pop up box will be displayed. You will be required to provide a reason for not completing all the mandatory questions before you can ‘Complete assessment’. Step 4: You will be taken to the ‘Manage services & referrals’ tab to match and refer for services. The option to ‘Complete support plan and continue to match and refer’ is available at the bottom of any tab within the support plan. Once you select ‘Complete support plan and continue to match and refer’, you will not be able to make any changes to the assessment or support plan. Finalising the support plan When you have completed the assessment and the support plan, you will need to arrange referrals for any service(s), before finalising the support plan. Refer to for detailed information on this process. To finalise the support plan, follow the steps below. Step 1: From any tab in the client’s support plan you will have the option to ‘Finalise support plan’ at the bottom of the page.
qrg_7_-_completing_a_support_plan_ras.docx