An outcome plan can be configured to enable workers to record and evaluate visits between clients and specified visitors as part of a plan. If visits have been configured for the outcome plan, some additional configuration options should be set. Visits are evaluated as part of the plan review process, and the system calculates visit compliance to assist workers in performing this evaluation. The compliance calculation considers visit records which overlap with the review period for the clients and their visitors, and is based on the visit duration, method of contact and whether the visit was scheduled, rescheduled or unscheduled.
In order to calculate compliance for visits, the organization must configure the compliance levels and the acceptable reasons for rescheduling.
Note: The acceptable percentage duration used in the compliance calculation is set when configuring the outcome plan. See
Are Visitation Plans Required? above.
- The compliance calculation produces a percentage. To map the percentage to a compliance level, the levels must be configured for relevant ranges. For example, a compliance percentage that falls between 0 and 25 percent may be assigned a value of Rarely.
- In order that rescheduled visits are considered for a compliance calculation, the reason for a rescheduled visit must be acceptable. The acceptable reasons must be configured. For example, a reschedule reason of Chronic Illness may be considered acceptable, whereas a reschedule reason of Overslept may not be acceptable to the organization. Visits that have unacceptable reschedule reasons are not considered to be compliant.