Amend a Case Plan

An open case has only one initial case plan (unless a court has ordered another case plan). This plan may be edited if it is in "In Progress" status. A case plan in "Approved" status cannot be edited. Once an initial case plan has been completed and approved, every other case plan within the same case episode must be an amended case plan. (See About case plans.)

You amend a case plan to account for these changes:

• A change in the services, placement, or visitation

• Case closure

• Another significant change

Create an amended case plan as follows:

1. From the Home screen, click the Case tab.

2. Click the Workload tab. The Case Workload screen appears.

3. Click the ID Number link of the case you want to update. The Case Overview screen appears.

4. Click the Case Plan link in the navigation bar on the left. The Case Plan Filter Criteria screen appears. The table lists each case plan that has been recorded on this case.

5. Click the Amend Plan link in the Case Plan field, Type column for the plan you want to amend. The Amendment Information screen appears.

6. Complete the fields on this screen. These fields are required:

   Add> Selected Reason
   Changes
   Reasons
   Is this an Emergency?
   
   If you select Case Closure as a change reason, the system changes the status of the case plan to "Closed." Skip the following steps.
   
   The system copies the information from the original case plan to this amended case plan record and changes the case plan type to "Amended." The plan number is an incremental decimal based on the original plan number. The system, however, does not copy placement, visitation, or caregiver services information when a change in the placement setting was recorded for a child in the case plan since its approval.

7. Click Save. The Case Plan Topics screen appears.

8. Validate the plan, then submit it for approval.