Helpsite > Case Management > IBMP & ISTP

• ​Once logged in to Extended Reach>Click on the Client from your My Workspace
• Add report>“ IBMP & ISTP”
  • Confirm Due Date is today’s date
  • Confirm Submit To is the correct supervisor
  • If you need to view old report or goals, click on Past Versions, select the most current IBMP & ISTP
  • Enter in the relevant information
  • Follow the directions in the report, the Save button will allow you to pause even if you haven’t filled in all required fields
  • Use the Draft button if you aren’t ready to finish the report
  • Once finished click Submit for Approval
    • If rejected: you will receive an email, correct IBMP & ISTP and resubmit for approval
    • If approved by the supervisor, you will receive an email, the form is now internally signed and the Next Due Date is updated. Follow below instructions for external signatures
  • Open the IBMP & ISTP
    • Click on Collect External Signatures
      • Confirm email addresses, if any addresses are inaccurate or missing follow below
        • For foster parent contact the licensor
        • For Social Worker, Therapist, or Attorney contact someone with the fiscal department
      • If email addresses are correct click on Send
    • The IBMP & ISTP will be sent by email for signature. Once they sign the document they lose access
      • To view outstanding external signatures and remind them to sign
        • Open the IBMP & ISTP
        • Scroll to the Collect External Signatures
        • Click on Send Reminder / Edit
        • Confirm Email and click Send
      • If a needed signature can not be collected by email follow below
        • Print the IBMP & ISTP. There are two signature boxes on the last page
        • Once signed
          • Rename document to match policy