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Service Plan

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The service plan is the blueprint of how the platform understands to work with the client.

This section is only available for providers with Level 2 or higher. But we still recommend for providers with Level 1 to get familiar with the configuration because this will decide how they work with the client.


You can create 1 service plan for each service offered by the Agency.

For this, you must click the “New service plan” button and select the appropriate service.


Each service plan will contain categories that will within contain Items. Depending on the type of service will depend on the categories to be created. This is the sole decision of the provider creating the Service Plan.

The examples categories displayed above are taken from an ABA Therapy service plan.

There is no limit to the number of categories you can create for a Service Plan.

You can add categories by editing the service plan itself.


Items are elements that belong to a specific category in the service plan.

There are several tabs when creating a new service plan item, here is a summary of them.

GeneralAll the basic information required such as Name, Position, Category, Start/End Date, Active, and description.
Data collectionConfiguration required for data collection. Depends on the type of data collection selected.
ChartConfiguration required for charts. Includes the Datasets and X/Y Axes details.
ObjectivesList of objectives for this service plan item and its current progress and monitoring rules.
BaselinesList of all baselines collected for this service plan item.
RecommendationsAll the recommendations given for this service plan item, that will later be passed on to the rest of the providers associated with the case.
Imported DataRaw data to be imported into the system. Useful when bringing data from another source other than the platform.

General Tab

The actual name of the element of the service plan.
Position of the element inside the service plan.
Category this service plan belongs to, useful if it needs to be changed.
Start date
The initial date associated with this element is useful to determine the first day data will be collected or displayed inside a document.
End date
The last date associated with this element is useful to determine the last day data will be collected or displayed inside a document.

If this element is active or not. Useful also to prevent the element to appear in other places.
Longer definition of the element, typically a full narrative description.

Data Collection Tab

We have implemented more than 15 data collection methods, please refer to the following table for more details.

Event RecordingThe number of occurrences by a unit of time. Ex: hour, day, week, interval.Frequency, Count, Rate
Time SamplingCollect data at periodic points in time or time periods rather than on a consistent basis.Whole Interval, Partial Interval, Momentary Time Sampling
TimingLength of time the behavior, or event occurred.Duration, Response Latency, Interresponse Time
TrialSeveral ways to easily record whether a response has been Correct, Incorrect, or there was no response to the test applied.Discrete Trial Teaching, Incident Teaching, Percentage of Opportunities
Task analysisTask analysis is used to break complex tasks into a sequence of smaller steps or actions.Forward Chaining, Backward Chaining, Total Task Chaining, Backward Chaining with Leaps Ahead

Suggested number of recordings

Expected number of recordings for this element of the service plan. It is a suggestion, so they could go over this number.

Daily Value

Value calculated for the day, possible choices are: Total or Average.

Weekly Value

Value calculated for the week, possible choices are: Total or Average.


These instructions notes are given for the user collecting the data, this will be displayed in the datasheet.

Unit of time

Determines the unit of time of the recording

Interval Length

Used for interval base collection methods to determine the interval length (in the unit of time)


If you would like to personalize the levels of data, you can do so by adding different Labels that will become the legend used.

Chart Tab

List of all the datasets to be displayed in the chart.

BaselineExpected behavior of data, used for comparative purposes
AverageAverage of values through a day, week, month, or year
TotalThe total value of data during a day, week, month, or year
RateOccurrence of an event during a unit of time
CountThe total value of data collected
Session countCount of sessions during a day, week, month, or year

Other features available such as:

  • Show multiple datasets at the set time on the same chart
  • Customize X and Y axis (title, color, max value, min value, etc.)
  • Customize each dataset (title, color, associated axis, type, etc.)
  • Add tags, solid, dashed, and dotted lines
  • Show the data in daily, weekly, monthly, or yearly intervals


This will set up and track the progress of this element based on the data available in the system. Each objective has a specific configuration that determines how the system will track the objective.

Smart Objective


The name of the objective.

Start Date

The start date from which this objective will be monitored.

End Date

The end date for this objective, after which the next objective in the list will be monitored.

Smart Criteria

This is the logic representation of the objective, you need to explain in mathematical terms how the objective will be monitored.

Valid End Dates

If all fields above are completed and there is data collected, Valid End Date will list all dates considered to be valid. This is used to determine the End Date automatically.

Data Analysis

This table will represent the data for each interval defined in the Smart Criteria, with different color codes to determine completion.

Baselines Tab

You can add all the baselines available by clicking “Add Baseline Button”.


The date associated with this baseline.


The value for this baseline.


The period this baseline represents, available options are Day and Week.

Imported Data

If you have existing data collected outside of Office Puzzle, you can import the data for each element in the service plan by simply converting your data to the format “DATE;VALUE”.


You can put the DATE value in any of the following formats:

  • MM/DD/YYYY (Ex: 10/01/2021)
  • YYYY-MM-DD (Ex: 2021-10-01)
  • YYYY/MM/DD (Ex: 2021/10/01)


The value that will be associated with this DATE, this value is expected to be a NUMBER and shouldn’t contain any letters or sign. For example, if your value is 10% the input should be “10”.