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Visit assessment and plan

To be effective, the plan should be representative of a shared-decision making process that reflects input from the family. It should:

  • Prioritize family interests/concerns
  • Consider family strengths/protective factors.
  • Validate concerns.
  • Partner with the family to find resources/referrals that meet the family’s needs (be culturally appropriate, meet the family’s schedule, consider transportation, etc).
  • Use Z codes for secondary diagnosis/identified concerns.