Individual service plans
Keep each member’s service plan current, reviewable, and close to the daily work that is supposed to follow it.
What it does
Built for the work on the floor.
ISPs hold the individual service plans that describe how the home supports each member. The dashboard already flags plans that need review, because an expired or stale plan is an operational risk, not a filing problem. Staff open the service-plan workspace to check currency, update the plan, and keep the written supports aligned with what caregivers actually do on a shift. Export lives in administration for survey or records requests; the daily ISP list is for keeping plans alive.
- Member service plans in one workspace
- Review cues when a plan is no longer current
- Connection from dashboard attention items into the ISP list
- Administrative export for packets and reviews
See which plans need attention
The dashboard calls out service plans that need review so managers do not wait until a surveyor asks.
Work the plan in one place
The ISP workspace is where staff open a member’s plan, check that it is current, and keep the supports documented.
Export when someone asks for the packet
Service-plan export is a separate administrative tool for producing a copy without turning the daily list into a print dialog.
Related workspace
Nearby tools in the same portal.
Start of the day
Shift dashboard
See remaining doses, overdue work, exceptions, and the next three actions before anyone opens a member chart.
Daily administration
Medication pass
See every member’s standing for the day, then open a person and record the dose, route, time, and outcome.
Resident information
Member profiles
Keep safety context, allergies, diagnoses, orders, incidents, and monthly reporting around the person, not scattered across binders.