p.

1 of 2

Foothold Service Plan Review (SPR) Tutorial

MHANC CLP Community Residences

1. Go to: Foothold (Charts) > Services > Service Plans

2. Select the Consumer

3. Click CONTINUE (to start or edit the upcoming SPR)

Clicking on the weblink made of the SPR’s date will bring you to the incomplete SPR to print,
not to edit

There are 3 webpages on which you can edit/enter data

On Page 1:

1. Complete the FUNCTIONAL ASSESSMENT

2. Edit/Update STRENGTHS, LIMITATIONS, STAFF RESPONSIBLE… and CRITERIA

FOR DISCHARGE NARRATIVE

a. Criteria for Discharge must include:

 Hold his/her medications for at least 1-week periods [which requires basic
knowledge of the prescription’s pertinent details (i.e., name, strength,
dosage, frequency)]
 Comply with prescriptions
 Comply with appointments
 Being able to coordinate the basics of his/her health care by scheduling
appointments and transportation
 Order refills of medications from prescribers and pharmacies
 Respond appropriately to emergencies (i.e., ability to self-preserve in fires,
contact a provider in medical or psychiatric crises, etc.)
 Some consumer-specific limitations or goals (e.g., control his/her temper,
learn coping skills, not elope or wander away, etc.)
 At the end: “Tentative date for discharge to an ATP, July, 2019.” [6
months from the present (month and year)]

3. Click UPDATE & CONTINUE

On Page 2:

1. Review the GOAL (3+ sentences; summarize progress toward the GOAL, summarize
ASSESSMENT STATEMENT/RATIONALE FOR GOAL; “This goal will be
continued/discontinued”)
 p. 2 of 2

2. Select a GOAL OUTCOME from the drop-down menu

3. Review the OBJECTIVE (Consumer attained how much of the objective; Copy and paste
the SERVICE then put it in past tense; “This objective will be continued/discontinued”)
4. Select an OBJECTIVE OUTCOME from the drop-down menu

Click UPDATE frequently to not lose your work; Every UPDATE button on the page does the
same thing; The page will not update unless there is an OUTCOME selected for every GOAL or
OBJECTIVE that has words/characters in its review text-box

Page 2 must be complete before Page 3 can be opened, otherwise clicking UPDATE will lead
you back to the beginning

On Page 3:

1. GOAL OUTCOME:
a. Select a status regarding the progress
b. Select to CONTINUE or DISCONTINUE or REVISE (slightly change the goal or
correct for wording, typos, etc.) the goal
i. If continued, change the TARGET DATE in the OBJECTIVE section to
the date of the next SPR (90 days from the present date)
1. If REVISED is selected, revise it in the REVISED GOAL text
field, add text to the ASSESSMENT/RATOIONALE text field and
to the COLLATERAL text field
ii. If discontinued, the OBJECTIVE must be discontinued too and a new set
of a goal, objective and service must be made at the bottom of Page 3
2. OBJECTIVE OUTCOME:
a. Select a status regarding the progress
b. Select to CONTINUE, DISCONTINUE or REVISE (slightly change the objective
or correct for wording, typos, etc.) the objective
i. If continued, change the TARGET DATE (same as the TARGET DATE
from the GOAL OUTCOME instructions above) to the date of the next
SPR (90 days from the present date)
ii. If REVISED is selected, revise it in the REVISED OBJECTIVE text field
and add a TARGET DATE (to the date field below the REVISED
OBJECTIVE text field) to the date of the next SPR (90 days from the
present date), select a SERVICE (below the section label “Revised
Objective”) and add text to the SERVICE text field
iii. If discontinued, the OBJECTIVE must be discontinued too and a new set
of a goal, objective and service must be made at the bottom of Page 3