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Step 1
To begin filling out a Plan of Care, click the + button at the bottom-right of the screen.
Step 2
Fill out all sections of the Plan of Care.
Tips & Tricks
To return to the home screen, click “Return to NM Healthy Families” at the top
As you fill out the Plan of Care details, you can move sequentially through questions with the Previous & Next buttons or jump between questions using the navigation bar on the left.
Notice the There will be checkmarks indicating completed questions, and the counters indicating how much of each section and the entire document you’ve completed as you proceed.
Tips & Tricks
You can collapse or expand sections to quickly navigate through the Plan of Care.
Warning indicators, looking like appearing as Stop signs will appear if your answers to any questions are incomplete or incorrectly formatted.
These indicators will appear beside the question, and at the top of any section containing questions needing attention.
Based on your answers to some questions, you will see additional questions appear, for example, based on the number of key household members indicated, you will be asked to fill out additional questions for each.
Save and Exit and an Exit Icons will be displayed in the lower right so that a Plan of Care can be begun and saved, and then re-accessed later for completion.
More Information Needed
Sometimes the Plan of Care will require additional information, based on an answer you provide. For example, in the Support Services section, you’ll need to provide details about any services marked “Yes” as shown below:
Step 3
When all the fields have been filled out correctly, your form will be saved, and the “Finish It!” “Complete” option will appear at the bottom right of the question card. Click “Finish It!” “Complete” to complete the Plan of Care.
Step 4
The system will return you to the Plans of Care screen and generate a PDF of the completed Plan of Care and automatically begin a download of the finished PDF. To view and print the Plan of Care, navigate to your browser’s downloads folder and open the PDF in your document reader of choice.locate the Plan of Care you just created and click the Download Icon.
Step 5
When you have reviewed the Plan of Care and are ready to submit, click the Submit Icon. Select the MCO, enter any free text Additional Comments, and click Submit.
