Action Required for Goal Timeframe Passed Due
Closing the Problem, Goal, and Action
Cancel the “Work on Care Plan” Task
“Member Acknowledgement”
EDIT Start Date
Comment at the Problem Level
Goal Target Date
When to Close a Care Plan?
Add a Priority to the Goal
“Restricted Search Checkbox”
When to Keep a Care Plan Open?
If the selections provide are not applicable to the “Objectives” or “Interventions,” uncheck the “Restricted Checkbox” to find the appropriate Objective and Intervention.
Enter a TARGET DATE FOR EACH GOAL The Target Date must match the goal timeframe.
If the member is moving from SHP to CC. The care plan is updated and a new PCSP is created. If the member is transferred to another care manager within the LOB.
Optional Suggestion: Care Managers can use the Comments section, however, keep in mind notes entered in this section can be edited or deleted by other users.
When closing each Element select the appropriate close reason and Document the reason in the care plan note.
Extend the Goal Target Date for the next month (Last Day of that Month) and DOCUMENT the reason for the extension in the care plan note.
Select Yes to “Member Agreed” when speaking with the member or their representative and they consent to Care Plan goals. Leave “Member Agreed” Blank when PCSP/Care Plan is developed WITHOUT the member.
To REMOVE the task, care managers must go to the Member’s Task, select “Work on Care Plan” and click “CANCEL.”
If the member is transitioning from episodic care management, LIP, Medicare, Medicaid or Commercial to LTC care management. If the member is disenrolled, loses coverage, or expires.
Based on the member’s needs, indicate which goal should be identified as “High Priority.” All Care Plans must identify 1 goal as a “High” Priority Goal.
Only when a new PCSP is created and there is already an existing Open Goal that needs to be carried over on new PCSP.
