If an ISP Plan has been imported for a client, there is an optional feature that requires DSPs to read the ISP Plan prior to being able to document the goals and outcomes. To activate this feature, go to the Setup screen under 'Company Information' and check this box:
After an ISP Plan has been imported, the first time any DSPs click on the client on the Goals screen, the ISP Plan will automatically be displayed:
Once DSPs have read the ISP Plan, they will click the 'Agree' button that is essentially signing that they have read and understand the information in the ISP Plan. Once signed, the ISP plan will no longer be automatically displayed. However, the 'View ISP Plan' button will be available.
Note: any new versions of the ISP Plan for each client will require the same process.
Until the 'Agree' button has been submitted by the DSP, the goals and outcomes for that client will not be displayed for that DSP.