After the Assessment process is complete, you will need to start the Plans process. To do this, find your Case ID and click on the blue pencil icon on the right hand side of the screen.

Then click on the RMS Plan Checklist to get started with the first form in this section:


  • Once you have finished all forms, you must request review.

  • On the Plans dashboard, find your case number, and find the icons to the right of that case.

  • You will see a bright red checkmark icon. If you hover above it with your mouse, it will say Request Review.

  • Click the red icon.

  • You will then see a pop-up message like the one above.

  • Select the user you want to review your forms.

  • Then click Yes.

Once the assessment is completed and reviewed, the process will move from

Plans to Interventions.

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