Before you can create an Automated Provider Report (APR) for a client service, the client must have an active care plan with goals added. When properly configured for the client, the goals on the care plan will automatically populate in the report when creating a new APR.
You can use APRs with either Care Plan 1.0 or Care Plan 2.0.
Configuring goals for APRs (Care Plan 2.0)
If your agency is using Care Plan 2.0, your agency administrators will need to ensure that goals are enabled and properly configured in System Settings.
The type of goal that appears on APRs will depend on what you select as the Goal Type Used to Populate Goals Into APRs. You can select any type in this field that you have configured as a Care Plan Goal Type.
Care plan goals will flow through to an APR as long as they are either linked to the specific service you are creating the report for or if no service is selected on the goal.
Creating and sending APRs with care plan goals (APRs 1.0)
When you add an APR for a client's service, goals added to the client's care plan will automatically appear in the Goals section of the Add Provider Report dialogue. Note that for Care Plan 2.0, any goals linked to a different service than the one you are creating a report for will not appear.
With Care Plan 2.0, the Goal Name from the care plan will populate in the Goal Description field on the APR, and the Goal Description on the care plan will populate in the Progress Update field. With Care Plan 1.0, the name of each Nursing Goal on the care plan will populate in both the Goal Description and Progress Update fields on the APR. Click the 
icon to edit the Progress Update field according to your LHIN's APR requirements.
The goals will be numbered in the order in which they appear on the client's care plan. Note that the order of the goals must remain the same for each APR submitted for a service and client.
A goal will be marked as New if it is the first time appearing on an APR for the client and service.
The Status of the goal on the APR will be In Progress as long as the goal has not been marked as complete on the care plan. Once the goal has been completed on the care plan, the Status on the APR will be Complete.
If you are using Care Plan 2.0, note that:
- Care plan goals will only flow through to an APR if they are of the type selected as the Goal Type Used to Populate Goals Into APRs in System Settings.
- Goals will only populate in APRs if they are not linked to a service or linked to the service you are creating the APR for.
Adding outcome codes for goals with APRs 2.0
To add an outcome code for a goal, click the 
button in Progress Update field. If you are submitting to Central LHIN, you must select an Outcome Code from a predefined list.
Select the correct Outcome Code from the dropdown (01 Goal Exceeded, 02 Goal Achieved, 03 Less Than 50% Achieved, 04 Greater Than 50% Achieved, 05 Goal Not Achieved, or 06 Goal Not Initiated). Note that if you select 05 Goal Not Achieved or 06 Goal Not Initiated, you will be prompted to select an Unmet Reason Code (A Deceased, B Admit to Hospital, C Transferred, D Non Adherence, E No Longer Eligible, or F Other).
If you select F Other, a text field will appear to enter the reason.
When you are finished, click 
to save your changes to the goal.
If you are submitting to Central East LHIN, you must enter your progress update in the resulting text field. You can use up to 250 characters.
Click 
to save your update.
If you wish to edit the Progress Update, click the 
icon.
To remove a goal from the report, select the Delete button.
