Record a Case Plan

The case plan in Ohio SACWIS is the tool used for addressing the overall needs of the family or case participants. The first part of the case plan identifies the participants of the plan and includes any additional court information. The second part of the plan describes a number of case plan topics. (See About case plans.)

The case plan can be completed for each child individually (if a court order exists) or for the siblings together if they are in the same case.

You can edit any part of a case plan that is in "In Progress" status. Once it is in "Approved" status, you cannot make any further changes.

Process

Record a 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 for which you want to add a case plan. 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. It displays any case plans recorded on this case.
   
   A case normally has only one current case plan (unless there's a court order mandating more than one). There may be any number of amended case plans.
   
   An edit link appears for a case plan that's in "In Progress" status. A case plan in "Approved" status may not be edited, but it can be amended. See Amend a case plan

5. Click the Edit link to update a case plan, click Copy to create a court-ordered second case plan, or click Add Case Plan to create a new case plan. The Identifying Information screen appears.
   
   If you start to create a new initial case plan when one already exists, the system displays a dialog box asking you if a court order exists. If so, click OK; otherwise, click Cancel. You may need to create an amendment instead. (See Amend a case plan)
   
   The specific topic links you see depend on the type of case. Complete the tasks below as they apply to your case.

6. Record case plan participants.

7. Record family strengths and concerns.

8. Record placement information (if applicable).

9. Record placement visitation details (if applicable).

10. Link caregiver services (if applicable).

11. Record exceptions information (if applicable).

12. Record permanency information (if applicable).

13. Record independent living information.

14. Validate a case plan.

15. Submit a case plan for approval.

16. Record court details and signatures.