Procedures

Anchor Point: Common Outcome Plan

1. From the individual / family Common Outcome Plan Page, select the menu icon (…) on top-right
2. Select View Printable Document and a preview page opens
   
   
3. Select the Actions/Goals you want to print
4. Select the Services you want to print
5. Select the Support Network members you want to print
6. Select the Assessment analysis you want to print
7. Select View and the system will generate a pdf
   
   
   
   
8. Select the PDF from the bottom of your screen. The PDF contains the following:
   1. The OP owner name
   2. The date the OP was printed
   3. Individual Information – includes individuals first and last name, date of birth, email, phone number and primary address
   4. Pathway-will only show the pathway the Individual chose
   5. Vision – will have content only if a vision is entered
   6. Goals and Actions – has a list of actions linked to their goals. Includes who is responsible for the action and progress of both goals and actions
   7. Other Actions – lists actions that are not linked to a goal
   8. Services-including the service category and name, the provider, the start date, and a Quality of Life Domain if the Service is a PDD service
   9. Support Network – lists all support network members including agency, phone and email
   10. Assessment-type and the full analysis
       
       

10. Select the print option from the browser

Related Information

User Guide Information:

• None

Procedure Information:

• Outcome Plan Procedure
• Outcome Plan Management Procedure

Supporting Documents:

• R5 Outcome Plan Roles and Responsibilities
• R5 Guidelines for Working with a Support Network