Service Plan Groups

A service plan group may be created within an integrated service plan to provide a rolled up view of the costs, goals, milestones, and progress of a related groups of service plans. For example, an agency may wish to monitor the costs and progress of Health Care related services being delivered to its clients to help ensure that the costs don't exceed a particular financial threshold.

Service plans may be added to a service plan group or directly to an integrated service plan. The types of service plans that may be added to a service plan group are configured as part of the Cúram Service Planning Administration component. A user may also choose to close all service plans at once within a service plan group.

The following functionality is available at the service plan group level:

• Costs - Displays a rolled up view of the costs of all service plans within the service plan group
• Tracking Gant - Displays the goals, sub-goals, plan items, and progress of all service plans within the service plan group
• Attachments - Allows a user to upload an attachment related to the group of service plans, rather than to an individual service plan
• Notes - Allows a user the ability to make notes related to the group of service plans, rather than to an individual service plan
• Milestones - Displays a list of milestones created for all service plans within the service plan group