---
title: Using the Service Plans Application
description: "Service plans are an add-on to YouthCenter designed to allow you to set up a schedule of how often a plan for service is required for a given client. The system will prompt users to create a service plan and add updates…"
url: "https://docs.youthcenter.net/docs/service-plans-application/"
updated: "2026-10-01"
category: Case Manager / Service Plans
tags:
  - Service Plans
---

# Using the Service Plans Application

Service plans are an add-on to YouthCenter designed to allow you to set up a schedule of how often a plan for service is required for a given client. The system will prompt users to create a service plan and add updates to that plan on a scheduled basis. YouthCenter reporting can export the data for a particular service or client. 

Service plans can be used when a client is in detention or out of detention. 

During an initial intake for detention, you will be asked to choose a service plan on the Intake form. 

Service Plans can be found by selecting a client and selecting service plans as shown. 

![Case Manager navigation sidebar for a client, with a red arrow graphic pointing to the "Service Plans" menu item.](https://docs.youthcenter.net/wp-content/uploads/2022/08/image-44.png)

If a service plan has been added to a client, the service plan notification flag will be added to the client’s display as a reminder when a service plan is due. The colors yellow(warning)/red(alert) are set in the administration of the Service Plan Types. Yellow starts X days before it's due. Red starts Y days before it's due. Administrators set the X and Y dates.

![Service Plans page for a client, showing an "An Initial Service Plan is due on 3/21/2019" alert and a "Short Term" service plan schedule entry, with a red arrow graphic pointing from the due-date alert toward the schedule entry.](https://docs.youthcenter.net/wp-content/uploads/2022/08/Services-Plan-02-1024x383.png)

If a service plan has not been added to a client, you may add a Service Plan by using the green + Create a New Service Plan Schedule button which will open the Service Plan Schedule editor as shown below: 

![Service Plan Schedule edit form with Schedule Details fields (Start Date, End Date, Is Active, Service Plan Type, Schedule Notes) on the left and Discharge Plan fields (Services Provided, Remaining Needs, Release Notes) on the right, plus Advanced Options for Tags and Flag, and Save/Cancel buttons at the bottom.](https://docs.youthcenter.net/wp-content/uploads/2022/08/Service-Plan-03-1024x742.png)

Fill out the Service Plan Schedule Details; however, do not add an end date. The end date will be entered when you are ready to close out the Service Plan. You will enter Discharge Plan notes along the end date. Once a Service Plan Schedule has been saved, you will be brought to the Service Plan. 

![Service Plan Schedule detail page showing Schedule Details and Discharge Plan information, an Initial Service Plan section with a "New Response" button and no responses yet, an Updated Service Plans section with its own "New Response" button, and Tags, Attachments, and Flag sections below.](https://docs.youthcenter.net/wp-content/uploads/2022/08/Service-Plan-04-1024x905.png)

To add a response for the initial service plan, use the green + New Response button and select a form. Your forms may be different than shown here, your administrators may set up their own form names. 

![Service Plan Schedule detail page with a red arrow graphic pointing to the "New Response" dropdown button in the Initial Service Plan section, showing the "Initial Service Plan (Short Term)" option in the expanded dropdown.](https://docs.youthcenter.net/wp-content/uploads/2022/08/Service-Plan-05-1024x593.png)

The initial service plan form will be shown. Your form may be different depending on how your administrator has set up the form. Fill in your responses and select the save button to save the response. 

![New Form Response page for an Initial Service Plan (Short Term), with text fields for "Identify the reason for care," "Assess the resident's immediate and specific needs," "List the specific services to be provided by the facility," "List any other resources to meet the resident's needs," and an additional form field, each filled in with example text, and Save/Cancel buttons at the bottom.](https://docs.youthcenter.net/wp-content/uploads/2022/08/Service-Plan-05a-1024x782.png)

Once saved you will see the Service Plan with the Initial Service Plan response. Depending on your access, you may see buttons for the response including view, pdf, edit, and delete. 

With the initial service plan recorded the Updated Service Plans section will show when an updated service plan is due. A flag will appear on the top of a client page as the date gets nearer to remind you when a service plan is due. 

![Service Plan Schedule detail page with red arrow graphics pointing to the completed Initial Service Plan response row (with its View, PDF, Edit, and Delete icons) and to a "Next Update due on April 13, 2019" badge in the Updated Service Plans section.](https://docs.youthcenter.net/wp-content/uploads/2022/08/service-plan-06-1024x601.png)

Adding an Updated Service Plan response is done by using the Green + New Response button and selecting a form from the drop down. Dates for the next Updated Service Plan response will be updated after the response is entered. 

### **Closing out a Service Plan **

To complete a service plan, edit the plan using the edit button as shown below.

![Service Plan Schedule detail page with a red arrow graphic pointing to the edit (pencil) icon in the top right of the page, next to the PDF and delete icons.](https://docs.youthcenter.net/wp-content/uploads/2022/08/closed-edit-1024x446.png)

Add an end date, uncheck the “Is Active” box, add services provided and remaining needs, then save the Service Plan Schedule - the Service Plan Schedule will be closed and you will no longer receive notifications about it.

![Service Plan Schedule edit form with red arrow graphics pointing to the Start Date and End Date fields, the unchecked "Is Active" checkbox, the Service Plan Type dropdown, the Services Provided and Remaining Needs fields (filled in with "Residential Treatment" and "Continue Probation Compliance"), and the Save button, illustrating how to close out a service plan.](https://docs.youthcenter.net/wp-content/uploads/2022/08/closed-1024x624.png)

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