Care Plans for Program and Case Management
Create personalized care plans to help individuals achieve their potential and accomplish life goals.
Asking for help isn’t easy for anyone. Many people don’t know where to turn when they experience health, housing, safety, and other life challenges, or want to accomplish goals to improve their circumstances. Yet government agencies, nonprofits, and educational institutions can help. Requests for assistance often come indirectly, from referral requests from other agencies or even from reports made by other members of the community.
When you receive requests for assistance, use care plans to support members of your community to overcome challenges and achieve their goals. Among other issues, care plans help individuals who experience:
- Poverty
- Unstable housing conditions
- Disability
- Unemployment
- Food insecurity
- Community reentry after incarceration
Care plans contain goals to help individuals achieve a milestone or outcome, and benefits and tasks that help them get there. Use a care plan to:
- Assign a child who’s in an unstable family environment to a temporary foster home.
- Provide access to free public transportation, food delivery, or home-care assistance to someone who experiences mobility issues due to an injury.
- Connect a first-generation college student with peer groups that can provide emotional support, and mentors who can help them navigate bureaucracy.
For expediency, create care plan templates that include goals and benefits for different assistance scenarios. Add tasks to keep everyone on track by connecting an action plan template to the care plan template. Then, when a caseworker or other staff member identifies an individual who needs a care plan, they can create one based on a template, personalizing it for each case and client. Or, create an individual, one-off care plan for any case as needed.
As with other features in Program and Case Management, care plans are greatly enhanced when used with Industries common features such as Timeline, Interaction Summaries, and Actionable Relationship Center.
Care Plans use these terms.
Care Plan Template
A blueprint of goals, benefits, and tasks for a specific program, assistance scenario, or planned outcome. Used as a starting point for a personalized care plan.
Care Plan
A collection of goals, benefits, and tasks for an individual to help them achieve certain milestones or outcomes related to their personal or social well-being. Often created from a care plan template and customized for the specific individual.
Goal Definition
A milestone or objective for an individual to achieve toward improved circumstances or a positive outcome.
Benefit
An activity offered as part of a program that helps individuals achieve improved circumstances or a positive outcome.
Task
A piece of work assigned to an individual or a staff member to make progress on a care plan. Create tasks for care plans by using action plans or action plan templates.
Case Participant
An individual associated with a case and a care plan.
Care Barrier
An obstacle or circumstance that prevents a person from using their benefits and achieving the goals in their care plan. Often used to track social determinants of health.
