Lumary AH - This article explains how to add recommendations to an allied health client's goal attainment plan (GAP).
During an end of plan review, you can add recommendations about support that will help a participant achieve their goals. This could include recommendations for additional support and/or their future goals.
To add recommendations to a goal attainment plan, you'll need to have started an end of plan review.
To add a recommendation:
- Go to the client's record.
- Click on the Goals tab.
- Click on the Goal Plans tab. This will show the client's current goal attainment plan (GAP) plan period and the number of days left on the plan.
- Click on the plan number link to open the plan.
- Click on the Add Recommendation button at the top of the record. If this button doesn't appear, you may need to start the end of plan review.
- This will launch an Add Recommendation form. The following table explains the use and purpose of each of the form's fields. Mandatory fields are marked with an asterisk.
| Field | Purpose and use |
| Discipline * | The discipline or modality that relates to the recommendation. |
| Recommendation Type * | Select whether the recommendation relates to a future goal or a request for additional support. |
| Recommendation Details * | A free text field where you can add details of the recommendation. |
| The Estimated Funding Required section enables you to include a recommendation about how much support may be required. | |
| Recommended Hours | The number of hours helps calculate the funding estimate. |
| Related Service | Use the drop-down list to recommend a service. If you make a selection in this field, you'll also need to select a rate. |
- Click on the Next button.
If you didn't add a service, the popup will close and automatically save the recommendation.
If you added a service, another screen will appear to capture the rate:
- Click in the Rate drop-down list and select a rate.
- Click on the Save button.
The new recommendation will be displayed in the Next Plan Recommendations section.
To edit or delete a recommendation:
- Click on the arrow at the end of a row.
- Select Edit or Delete from the drop-down list.
You can also add end of plan goal reviews to individual goals.