Step 1: Create a Support Plan

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There are seven main steps when creating an S2S Support Plan:

  1. Search / Add Client
  2. Create Support Plan
  3. Record the reason for the Plan
  4. Invites Participants and Support Providers to the Plan
  5. Link or add documents and referrals
  6. Determine the goals you want acheived
  7. Review progress

Once you are viewing a client on your screen, click on the 'Create New Support Plan' action button at the bottom of your screen.