ClientPoint - Case Plans Tab

The Case Plans tab allows the user to create goals, under specific categories and types, include descriptions of the goal, and track the progress the client is making towards the goal. There are many different categories and types of goals already populated in NDHMIS, but if the user finds that there is the need for something more, please contact ICA at ndhmis@icalliances.org to talk through what is needed.

The user can include Case Notes, Action Steps, and Services Provided specifically related to the goal once it is defined. The user can also upload attachments specific to the Case Plans and Goals on the Case Plans tab.

Note: Any attachments uploaded in any section of the clients record will also appear on the Client Profile tab File Attachments section. Adding the attachments to other parts of the clients record, if adding many of them, helps to organize them for the user.