Conduct Staff Review

This process is typically for Self-Directed Services and contains two parts. Supervisors and Administrators create Goals for the Staff Member and then use Staff Plan Notes to recorded Staff Review.

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Access Staff Manager

1. Hover over the Managers tab in the navigation bar, and select Staff Manager from the drop-down.
2. Click on the appropriate Staff Members name.

Add Staff Goal

1. Click Goals tab.
2. Click Click here to add a new Goal, and Add New Goal window will display.
   
   
    
3. Enter Goal Title and Full Description/Purpose.
4. Select Status.
5. Click on Add Goal.
   
   

Add Staff Plan Notes

1. Click Staff Plan Notes tab.
2. Click Add Staff Plan Note and Staff Plan Note screen will display.
   
   
    
3. Staff Name defaults.
4. Enter Date Implemented or Reviewed/Plan Date.
5. Select Contact Type (optional).
6. Enter Total # of Hours.
   
   
    
7. Enter Review of Staff Services.
8. Select Goal to evaluate.

   NOTE: Select Check All to select all Goals.

9. Select Clinical Skills if applicable.

1. Enter Training Needs response.
2. Enter Ongoing Development Areas response.
3. Enter Required Frequency of Supervision response.
4. Enter Supervisor's Notes/Supervision Summary response if applicable.
5. Attach Files if applicable.

Sign & Save Staff Plan Note

1. Select I Agree to the terms of the Attestation Statement checkbox.
2. Enter Signature PIN (number).
3. Select Set Signature Date as.
4. Click Save Staff Plan Note.
   
   

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