Care coordination plan template 2026

1. Click ‘Get Form’ to open the care coordination plan template in the editor.
2. Begin by selecting the 'Annual Cycle Month' from the dropdown menu. This indicates when the plan is due.
3. In the 'Client Long Term Goals' section, enter a direct quote from the client that reflects their aspirations.
4. For 'Short-term Goals / Objectives', ensure each goal is SMART: Specific, Measurable, Attainable, Realistic, and Time-bound. Link these goals to the client's documented functional impairments.
5. Fill in 'Clinical Interventions' related to each objective, specifying the type of service and duration.
6. Document client and family involvement by checking appropriate boxes and providing any necessary details.
7. Complete the 'Outcomes' section once objectives are met or prior to the next cycle month.

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