Cúram Service Planning records important events that occur during the lifetime of a service plan. These events can be viewed in a calendar or accessed from a list. A case worker can track the following major events:
- Plan Opened
- A Plan Opened event is recorded when a service plan is
created.
- Plan Submitted
- A Plan Submitted event is created when a service plan is
submitted for approval (even if the plan is automatically
approved).
- Plan Approved
- A Plan Approved event is created when a service plan is
approved.
- Plan Rejected
- A Plan Rejected event is created when a service plan
approval request is rejected.
- Plan Cloned
- A Plan Cloned event is created when a service plan is
cloned.
- Contract Printed
- A Contract Printed event is created each time a service plan
contract is printed.
- Milestone Added
- A Milestone Added event is created each time a milestone
instance is created on the service plan.
- Plan Closed
- A Plan Closed event is created when a service plan is
closed.
Note: Events have been modeled on core application functionality and as such also provides the ability to create Activities, Referrals, and Reviews. For more information these features, see the Cúram Integrated Case Management Guide.