Vision Planning
- Nikhil Balasubramanyam (Deactivated)
The Vision Planning page, along with the Goals page, is a component of the platform that facilitates a Values-Based Model of care, which was developed to increase client and provider engagement. The role of the Planning Care part of the client’s record is to help providers create a comprehensive client-profile as they begin adding data to the client record. While traditional health records and care management tools focus on a problem list, the Values-Based Model of the platform helps clients and providers first focus on what is most important to the client, and then use this information to identify and overcome barriers to care. Evidence-based principles of Cognitive Behavioral Therapy informed the design of the Client Vision and Goals sections of the client record.
To open the Vision Planning page, navigate to a client’s profile or record, and click on the Vision Planning tab from the navigation bar (VP-1).
The page is divided into three sections, which should help guide the conservation with the client to record information about their values:
Values - Who or what is important to the client?
The Values section revolves around who or what is important to the client. This is an opportunity to better understand who the client relies on for emotional support, and who relies on the client for various reasons. It also gives providers and/or care coordinators a glimpse into the client’s level of social engagement, or isolation.
To add a value for the client:
Click on the Add button (VP-1).
Enter details about who or what is important to the client in the text-box (VP-3.1).
If this value is currently relevant to the client, make sure the Active checkbox is marked (VP-3.2). This checkbox may be unchecked if this value no longer plays a major role in the client’s life.
Expand the Tag drop-down list to add an additional description for this value (VP-3.3). For example, select Family if the client’s value is related to a family-member or their family life.
Once all necessary information has been entered, click on the Insert button to add the value to the client’s record (VP-3.4). Click on Cancel to cancel adding a new value for the client (VP-3.5).
To edit or delete a value for the client:
To edit a value for the client, click on the Pencil Icon button (VP-2.2). Update any necessary information, and click on the Update button (VP-4).
To delete a value for the client, click on the X button for the desired value (VP-2.3). A confirmation message will pop up (VP-5). to proceed with deleting the value, click on OK. If not, click on Cancel.
Aspirations - What would the client like to be doing?
The Aspirations section notes what the client would like to be doing, if they were healthy, or if they were able. If these aspirations involve the people/things that are important to the client (documented in the Values section above), the aspiration can be linked to a value. An aspiration that has a value linked to it will be noted at the top of each box (VP-6).
To add an aspiration for the client:
Click on the Add button (VP-6.1).
Enter details about the client’s aspiration in the text-box (VP-7.1).
To link the aspiration to an existing value for the client, expand the Map/Unmap Value drop-down selection, and choose the related value (VP-7.2).
Indicate the barrier type: Use the radio buttons to select whether the barrier being addressed is a “System-level Barrier” or a “Personal Barrier” (VP-7.3)
Indicate the client’s readiness to change their current situation and address the aspiration- the scale for this parameter goes from 1-10, with 1 representing no readiness to change and 10 representing great readiness to change (VP-7.4).
If this value is currently relevant to the client, make sure the Active? checkbox is marked; if the barrier has been successfully addressed for the client, click Has been overcome? (VP-7.5).
Once all necessary information has been entered, click on the Insert button to add the value to the client’s record (VP-7.6). Click on Cancel to cancel adding a new value for the client (VP-7.6).
Click on the Insert button to finish adding this aspiration to the client’s profile or record (VP-7.6). Click on Cancel to cancel adding this aspiration to the client’s profile or record (VP-7.7).
To edit or delete an aspiration for the client:
To edit an aspiration for the client, click on the Edit button (VP-6.2). Update any necessary information, and click on the Update button (VP-8).
To delete an aspiration for the client, click on the Delete button for the desired aspiration (VP-6.3). A confirmation message will pop up, similar to (VP-5)- to proceed with deleting the aspiration , click on OK. If not, click on Cancel.
Barriers - What gets in the client’s way?
The Barriers section allows for the provider or care coordination, along with the client, to explore what barriers are preventing the client from achieving the values and aspirations that were examined in the previous sections. By documenting a client’s barriers, providers or care coordinators and clients can lay the ground work for developing goals for the client’s [LINK-GOALS].
To add a barrier for the client:
Click on the Add button (VP-9.1).
Enter a description of the client’s barrier in the text-box (VP-10.1).
To link the barrier to an existing aspiration for the client, expand the Map/Un-map Value drop-down selection, and choose the related aspiration (VP-10.2).
Choose whether this barrier is a System-Level Barrier or a Personal Barrier (VP-10.3). A system-level barrier would be something that is outside of the client’s control, but is worth recording to generate evidence around common system-level barriers. A personal barrier is something that the client can change themselves; for example, a barrier that requires a behavioral change.
On a scale of 1 to 10, enter the number that signifies the client’s Readiness to Change, with 1 indicating that the client is not inclined to change, and 10 indicating that the client is highly motivated to change. All barriers that are marked as a 6 with regards to readiness to change can be translated into goals (VP-10.4).
Mark the Active? checkbox if this barrier currently negatively affects the patient, or mark the Has been overcome? checkbox if the barrier is no longer an issue for the client (VP-10.5).
Click on the Insert button to finish adding this aspiration to the client’s profile or record (VP-10.6). Click on Cancel to cancel adding this aspiration to the client’s profile or record (VP-10.7).
To edit or delete a barrier for the client:
To edit an barrier for the client, click on the Pencil Icon button (VP-9.2). Update any necessary information, and click on the Update button (VP-11).
To delete an barrier for the client, click on the Delete button for the desired barrier (VP-9.3). A confirmation message will pop up, similar to (VP-5). to proceed with deleting the barrier, click on OK. If not, click on Cancel.
If a barrier had a Readiness to Change value of 6 or more, a goal can be created for the client. To do this, click on Create Goal (VP-9.4). The Client Goal window will pop-up, where the drop-down selection for This goal is to overcome the barrier is pre-populated with the current barrier (VP-12). From here, a template goal can be created, or a new goal can be created- for more information on creating goals, click here [LINK-GOAL].
