Staff Action Plan Upload Guide

This document outlines the process for finalizing and signing a Staff Action Plan. 

 
 From the Dashboard for a Participant, select the Staff Action Plan tab. 
 

 Click the  Draft Plan button. 
 

 Finalize the plan

 
 Select an option for Care Coordination Organization . 
 

 Fill in Review Date and Distribution Date. 

 Click  Finalize. 
 

 Add broker signature

 
 Sign or type a signature for Broker Signature 

 Click  Save Signature . 
 

 
 

 Get Participant Signature: There are two options for this: an electronic signature, or print and sign. 
 
 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. 
 

 
 

 
 Option 2: Print and Sign 

 
 

 
 If the participant does not have login credentials to the portal or is not present, select Rather print and sign? 
 

 Click  Print & Sign. 
 

 Click Approve. 
 

 Click Download PDF to Sign. 
 

 Print the PDF. 

 Have the Participant or Advocate sign the printed plan. 
 

 
 

 
 

 
 

 Upload the Signed Plan

 
 Scan the singed plan. 

 From the Current Staff Action Plan page in the portal, click  Upload Signed Plan. 
 

 Drag and drop or click to select the scanned document. 
 

 
 

 Download Signed Plan

 
 To download the signed plan that was uploaded, click  Download Signed Plan.