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Personal Plans

Personal Plans allow you to create and manage a client’s overall wellness plan for each episode of care.

Overview

A Personal Plan is the overarching plan that outlines the intended outcomes and priorities for a client during a specific episode of care. It provides the foundation for the more detailed Goal Plans, which track measurable progress toward those outcomes.
 
Personal plans can be linked to a referral, allowing you to create multiple plans for the same client if they are receiving support through different services or at different times.