BIP Caregiver Training Plans Tab

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

This tab is used to manage caregiver training goals within the BIP. It helps teams track caregiver-related learning goals, follow Short-Term Outcome (STO) and Long-Term Outcome (LTO) progress, and keep family support work organized.

For shared rules that apply across all tabs, see Supporting Notes. To return to the full set, see Index. For Teacher Training details within this same area, see Teacher Training Plans.

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

• Users with BIP edit access (manage_bips): Can create, edit, discontinue, and delete Caregiver Training plans and objectives.
• Users with BIP view access (view_bips): Can review Caregiver Training plans in read-only mode.

3. Business Rules & Enforcements

• Rule 1: A Caregiver Training plan requires a name before it can be created.
• Rule 2: Required setup includes the BIP, plan name, category, and status.
• Rule 3: If the plan is discontinued, current progress changes to Discontinued and active objectives are also discontinued.
• Rule 4: Deleting the plan also deletes its objectives.
• Rule 5: The goal does not appear in session notes until at least one STO has an initial date and is marked In Progress.
• Rule 6: The system can automatically advance from one STO to the next when the active STO meets its SMART target.
• Rule 7: When all STOs are mastered, the LTO can move to In Progress.
• Rule 8: In the current experience, this area also displays Teacher Training, but Teacher Training is documented separately in this documentation set.

4. UI Placement

1. Patient Record > BIP
2. Caregiver Training tab
3. Plan Detail View
4. Objective detail and bulk STO tools

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

Scenario A: Create a new Caregiver Training plan

1. Open the patient’s BIP.
2. Select Caregiver Training.
3. Click Add Caregiver Training.
4. Enter the required plan information.
5. Save the plan.
6. Open the plan to add Short-Term Outcomes (STOs) and the Long-Term Outcome (LTO).

Scenario B: Track caregiver goal progress

1. Open the plan.
2. Review or add Short-Term Outcomes (STOs) and the Long-Term Outcome (LTO).
3. Update progress as the caregiver moves through the goal.
4. Let the system advance the sequence as goals are mastered.

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

• Q: What happens if all STOs are mastered?
  • A: The LTO can move to In Progress and the plan continues to the next stage.
• Q: What happens if the plan is discontinued?
  • A: The plan progress changes to Discontinued and active objectives are also discontinued.
• Q: Why is Teacher Training mentioned here?
  • A: The current experience displays Teacher Training from this area, but it is documented separately in Teacher Training Plans.

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APPENDIX

Roles to consider

• Superadmin: Has all permissions, including the ability to manage other admins.
• Admin: Full access to all features and settings.
• Owner: Similar to admin, but scoped to their own locations.
• Manager: Access to administrative features but cannot manage other admins.
• RBT/Analyst: Providers who log sessions and view their own data.