Content Comparison

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1. Click the Home Life button in the Member Info section.

2. Type in a response for ‘How many people live in your home, including you?’

3. Select a response(s) for ‘Who lives in your home with you?’. Select all that apply, as there are many choices.

4. Select a response for ‘What is your current living arrangement?’ from the drop-down list.

5. Select Yes or No for ‘Have you been homeless unhoused at any time in the last 6 months?’. Select ‘Prefer not to answer’ if appropriate.

6. Select a response(s) for ‘Are you having any problems at home? (check all that apply)’. Select all that apply, as there are many choices.

   1. If the ‘Do not have any of these problems' is not selected, then select Yes or No for ‘Would you like to discuss this with someone?’. Select ‘Prefer not to answer’ if appropriate.

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1. Click the Service Plan button in the Member Info section.

2. Type in a response for Member Goals.

3. Type in a response for Future Opportunities / Deferred Goals.

4. Click the teal +Add button under Short-term Goals; 0-3 Months.

   1. Type in a response for Goal (box 1). Select a date from the calendar picker for the Initiated Date (box 5).

   2. Type in a response for Intervention (box 2). Select a date from the calendar picker for the Targeted Date (box 6).

   3. If there is progress to record, type in a response for Progress (box 3). If progress is recorded, select a date from the calendar picker for Updated Date (box 7).

   4. If there is an outcome to record, type in a response for Outcome (box 4). If an outcome is recorded, select a date from the calendar picker for Achieved (box 8).

   5. If there are any more short-term goals to add, repeat Step 2.

   6. If there are any short-term goals to be removed, click Remove next to that set of goals & datesDiscontinued, click select a date from the calendar picker for Discontinued.

5. Click the teal +Add button under Long-term Goals; 3-12 Months.

   1. Type in a response for Goal (box 1). Select a date from the calendar picker for the Initiated Date (box 5).

   2. Type in a response for Intervention (box 2). Select a date from the calendar picker for the Targeted Date (box 6).

   3. If there is progress to record, type in a response for Progress (box 3). If progress is recorded, select a date from the calendar picker for the Updated Date (box 7).

   4. If there is an outcome to record, type in a response for Outcome (box 4). If an outcome is recorded, select a date from the calendar picker for Achieved (box 8).

   5. If there are any more long-term goals to add, repeat Step 3.

   6. If there are any longshort-term goals to be removed, click Remove next to that set of goals & datesDiscontinued, click select a date from the calendar picker for Discontinued.

6. Click the teal +Add button under Self Management Goals.

   1. Type in a response for Goal (box 1). Select a date from the calendar picker for the Initiated Date (box 5).

   2. Type in a response for Intervention (box 2). Select a date from the calendar picker for the Targeted Date (box 6).

   3. If there is progress to record, type in a response for Progress (box 3). If progress is recorded, select a date from the calendar picker for the Updated date (box 7).

   4. If there is an outcome to record, type in a response for Outcome (box 4). If an outcome is recorded, select a date from the calendar-picker for Achieved (box 8).

   5. If there are any more Self Management goals to add, repeat Step 4.

   6. If there are any selfshort-managed term goals to be removed, click Remove next to that set of goals & datesDiscontinued, click select a date from the calendar picker for Discontinued.

7. Click Save.

   1. All goals and corresponding dates will not be retained if you do not click Save.

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