Can I access my Staff Action Plan and Monthly Report from the Client Portal

Prev Next

Users can access their Staff Action Plan and Monthly Report directly from the Client Portal.

image.png

In order for them to display in the portal...

  • The client must have a Staff Action Plan (SAP)
  • The client must have completed "supports" from the Staff Action - Work Queue
  • The Monthly report (on the Staff Action - Data Log) must be approved

If all three (3) of the above are met, the plan and report will display in the Client Portal.

Clicking on them will allow them to open and display:

image.png

image.png