Client plan builder

With Exess’ powerful client plan builder, you will no longer face the risk at audit of being caught out without quality planning for your clients. Exess enables the worker to formulate a service-specific plan with measurable goals and outcomes. It allows you to track client progress and document tasks and goals achieved. It also allows you to track Ngā Pou (for more information on this, please click here).

The plan builder creates a strong platform for client/worker collaboration in planning because you can share the client’s plan and progress with them as you journey through the intervention.

It enables you to set SMART goals in a framework that is easy to use, multi-functional and easily tracked.

When the plan is closed, you will be left with a powerful outcome summary of the intervention that will wow your auditors.