Person-Centered Service Plan Template
The Person-Centered Service Plan Template is designed to help individuals outline their preferences, strengths, goals, and needs while identifying available services. It is used in accordance with Person-Centered Service Planning Guidelines. The template allows users to document necessary details, unmet service needs, and informal supports.
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How do I fill this out?
In this section, we will guide you through the steps to complete the Person-Centered Service Plan Template. Providing accurate information is crucial to ensure the best possible outcomes for the individual. Simply follow the instructions for each section and refer to the detailed guidelines as needed.

How to fill out the Person-Centered Service Plan Template?
1
Start by filling in the individual's basic information including name, address, phone number, and email address.
2
Document their preferences and strengths based on their input and known information.
3
Identify their goals and desired outcomes, and list the services they are currently receiving.
4
Note any unmet service needs and justify why these services are required.
5
Identify informal supports and their relationship to the person.
Who needs the Person-Centered Service Plan Template?
1
Individuals seeking to document their personal preferences and strengths for their own records.
2
Care managers who need to create personalized service plans for their clients.
3
Healthcare providers helping patients set and achieve health and social goals.
4
Social workers identifying unmet service needs and planning follow-up actions.
5
Family members or informal supports aiding the individual in completing their service plan.
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4
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What are the instructions for submitting this form?
Submit the completed Person-Centered Service Plan Template to the relevant care manager or service provider as directed. The submission can typically be done via email, fax, or an online submission form. Always ensure that contact details and submission instructions are followed accurately to avoid delays.
What are the important dates for this form in 2024 and 2025?
This template should be reviewed and updated periodically, especially during the annual reassessment of the service plan, or any time there are significant changes in the individual's condition or circumstances.

What is the purpose of this form?
The purpose of the Person-Centered Service Plan Template is to provide a structured and organized format for documenting an individual's preferences, strengths, and goals. This enables care managers, healthcare providers, and social workers to create effective and personalized service plans that meet the individual's unique needs. In addition, the template helps identify any unmet service needs and justify why they are necessary, ensuring that all aspects of the person's well-being are addressed adequately. By maintaining an up-to-date and accurate service plan, the template supports the holistic care approach and continuity of care for the individual's overall well-being.

Tell me about this form and its components and fields line-by-line.

- 1. Authorization Period: The timeframe during which the service plan is valid.
- 2. Date Issued: The date when the service plan was issued.
- 3. Personal Information: Includes the individual's name, address, phone number, email address, date of birth, and preferred language.
- 4. Care/Case Manager Info: Details about the care/case manager, including name and contact information.
- 5. Preferences and Strengths: Information about the individual's preferences and strengths based on their input and known details.
- 6. Goals/Desired Outcomes: Identification of the individual's health care and social goals, along with strategies to achieve them.
- 7. Description of Services: Details of the services the individual is currently receiving, including scope, unit and frequency, duration, and provider information.
- 8. Unmet Service Needs: Identification of any services the person needs but does not have, along with justifications and plans to address these needs.
- 9. Informal Supports: Details about unpaid supports and their relationship to the individual, including contact information, role, and frequency of service.
What happens if I fail to submit this form?
Failing to submit the Person-Centered Service Plan may result in gaps in service provision and unmet needs. It is crucial to submit this form on time to ensure continuity of care and support for the individual.
- Service Interruption: Failure to submit may lead to a disruption in services provided to the individual.
- Unmet Needs: The individual's needs may not be adequately addressed without a completed service plan.
- Lack of Documentation: Important information about the individual's preferences, strengths, and goals may not be properly documented.
How do I know when to use this form?

- 1. Initial Assessment: Use the form during the initial evaluation of the individual's needs and preferences.
- 2. Annual Reassessment: Update the form annually to reflect any changes in the individual's circumstances or goals.
- 3. Significant Life Changes: Revise the form whenever there are major changes in the individual's health or living situation.
- 4. Care Plan Reviews: Utilize the form during regular reviews of the individual's care plan to ensure it remains relevant and effective.
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What kind of information do I need to fill out in the Person-Centered Service Plan Template?
You will need to provide the individual's personal information, preferences, strengths, goals, services received, unmet service needs, and informal supports.
Can I duplicate sections of the template if needed?
Yes, the template provides options to duplicate sections for additional goals, services, needs, and supports as necessary.
How can I ensure the accuracy of the information entered?
Carefully review each section and verify details with the individual or relevant stakeholders before finalizing the document.
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