BIP Plan and Goal Tabs

1. What does this feature do? (High-Level Overview)

This feature organizes the treatment goals inside the BIP so teams can create, update, and follow progress more clearly. It helps keep behavior goals, skill-acquisition goals, staff training goals, caregiver training goals, and teacher training goals structured in one place.

Use this index as the entry point for the full documentation set.

2. Who is this for? (Roles & Permissions)

• Users with BIP edit access (manage_bips): Can create, edit, discontinue, and delete plans and goals.
• Users with BIP view access (view_bips): Can review the plans and goals in read-only mode.
• Users with BIP export access (export_bip): Can export the BIP when export access is available.

3. Business Rules & Enforcements

• Rule 1: The feature is centered on the main plan and goal tabs: Maladaptives, Replacements, RBT Training Plans, and Caregiver Training Plans.
• Rule 2: Each tab supports plans that can contain Short-Term Outcomes (STOs) and Long-Term Outcomes (LTOs).
• Rule 3: The application uses progress and status workflows to help keep objectives in order.
• Rule 4: Some rules are shared across all plan types, while others are specific to one area, especially Maladaptives and Replacements.
• Rule 5: Teacher Training is currently shown from within the Caregiver Training experience, but it is documented separately in this documentation set.

4. UI Placement

1. Patient Record > BIP: Open the patient’s BIP.
2. Plan and Goal Tabs: Choose one of the four main tabs.
3. Plan Detail View: Open a plan to manage details, objectives, charts, and print options.

5. How-To Guide (Step-by-Step)

Scenario A: Find the right tab

1. Open the patient’s BIP.
2. Review the plan and goal tabs.
3. Choose the tab that matches the type of plan you want to manage.
4. Open an existing plan or create a new one.

Scenario B: Use this documentation set

1. Open this index.
2. Choose the document that matches the tab you want to understand.
3. Review the shared rules in the supporting notes when needed.
4. Review the business rules, common workflows, and edge cases for that tab.
5. Review BIP Chart Comment Positioning when chart comments need to be placed in a specific chart area.

6. What happens if…? (Edge Cases / FAQ)

• Q: Why is this documentation split into multiple files?
  • A: Each tab has its own business rules and workflows, so separate documents make the guidance clearer and easier to maintain.
• Q: Where do I find the confirmed system behaviors that apply across tabs?
  • A: See the supporting notes document in this same folder.
• Q: Where is BIP Checker documented?
  • A: BIP Checker will have its own separate documentation set.

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Included Documents

1. Maladaptives
2. Replacements
3. RBT Training Plans
4. Caregiver Training Plans Teacher Training within this area: Teacher Training Plans
5. Supporting Notes

Supporting Workflow Documents

1. Bulk STO Creation
2. BIP Chart Comment Positioning