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 checkmarks indicating completed questions, and the counters indicating how much of each section and the entire document you’ve completed
Tips & Tricks
You can collapse or expand sections to quickly navigate through the Plan of Care
Warning indicators, looking like 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
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!” option will appear at the bottom right of the question card. Click “Finish It!” to complete the Plan of Care.
Step 4
The system will 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.