Manage services & referrals Associated People Review Hint: During a review of the Support Plan, Comprehensive Assessors client’s cannot make recommendations that require delegate approval. This will require the assessor to initiate a new assessment. An assessor is to record the outcome of the Support Plan Review when selecting & finalise support plan After selecting ‘Complete review’. & finalise support plan no further changes can be ‘Complete review’ made to the Support Plan as part of the review. Hint: A client can have multiple reviews of their Support plan. Assessors should consider whether the client requires a new copy of the Support plan as a result of a review. A review history will display in the client record on the client’s ‘Plans’ tab. The previous Note that was created with the date and outcome of the Support Plan review will no longer be generated. Initiating New Assessment Where there is a significant change in a needs or circumstances which client’s affect the objectives or scope of the existing Support Plan, a new assessment may be undertaken. A new assessment can be requested by a client, or following a review by a service provider or assessor. An assessor can initiate a new assessment for the client by selecting ‘request assessment’.
Manage services & referrals Associated People Review Hint: During a review of the client’s Support Plan, Comprehensive Assessors cannot make recommendations that require delegate approval. This will require the assessor to initiate a new assessment. An assessor is to record the outcome of the Support Plan Review when selecting ‘Complete & finalise support plan review’. After selecting ‘Complete & finalise support plan review’ no further changes can be made to the Support Plan as part of the review. Hint: A client can have multiple reviews of their Support plan. Assessors should consider whether the client requires a new copy of the Support plan as a result of a review. A client’s review history will display in the client record on the ‘Plans’ tab. The previous Note that was created with the date and outcome of the Support Plan review will no longer be generated. Initiating New Assessment Where there is a significant change in a client’s needs or circumstances which affect the objectives or scope of the existing Support Plan, a new assessment may be undertaken. A new assessment can be requested by a client, or following a review by a service provider or assessor. An assessor can initiate a new assessment for the client by selecting ‘request assessment’.
35._fact_sheet_-_review_support_plan.docx