Staff Action Plans

How to create, sign, and submit a Staff Action Plan.

Staff Action Plan Training


Creating your first Staff Action Plan


Signing your first Staff Action Plan


Uploading your signed Staff Action Plan


Staff Action Plan Upload Guide


This document outlines the process for finalizing and signing a Staff Action Plan.
  1. From the Dashboard for a Participant, select the Staff Action Plan tab.
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  2. Click the Draft Plan button. 3ue2.png
  3. Finalize the plan
    1. Select an option for Care Coordination Organization.
    2. Fill in Review Date and Distribution Date.
    3. Click Finalize. 0bY3.png
    4. Add broker signature
      1. Sign or type a signature for Broker Signature
      2. Click Save Signature.HOq4.png
    5. Get Participant Signature:

      There are two options for this: an electronic signature, or print and sign.
      1. Option 1: Electronic Signature
        • If the Participant has login credentials to the portal and are present, they can enter their credentials in the form fields to validate.
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      2. Option 2: Print and Sign
          1. If the participant does not have login credentials to the portal or is not present, select Rather print and sign?
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          2. Click Print & Sign.
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          3. Click Approve.