Newsletter Resource · Person-Centered Planning

Quarterly ISP Review - Section by Section

What to cover, who to involve, and how to make the review actually inform the next quarter's supports.

A quarterly review that's just "yeah, plan still works" is a missed opportunity AND a soft compliance finding. Use this walkthrough to run a review that surfaces real signal and produces specific updates the team will use.

The 5 Required Sections

1

Outcome Progress

For each ISP outcome, document quantitative progress. Pull data from the past 90 days of daily notes + behavior data.

"Outcome 1 (community shopping with minimal prompts): Q1 baseline 50% → current 75%. On track to meet annual target of 90%."

2

What's Working

Specific supports + strategies that produced the progress.

"Morning visual schedule + 5-minute breaks every 30 min produced highest engagement in adult day program."

3

What's Not Working

Honest assessment. Surveyors trust providers who name struggles + adjustments.

"Evening medication routine still inconsistent - switching to 7 p.m. fixed time + sensory cue starting Q3."

4

Health & Safety Updates

New diagnoses, medication changes, hospitalizations, falls, behavior incidents.

"Started new seizure medication 2026-04-12. No new seizure activity since. Continuing seizure log."

5

Plan for Next Quarter

Specific support changes, new outcomes, or upcoming milestones.

"Q3 focus: introduce community-based volunteer hours at the library, 2 hrs/week starting July."

Who Should Be at the Table

Required participants

Individual (or guardian/SDM), QIDP/program manager, primary DSP. Document attendance.

Strongly encouraged

Behavior consultant (if BSP active), nurse (if med-complex), support coordinator, family members the individual chooses to include.

Async input is OK

If a team member can't attend, get their written input via magic-link signing in advance and include in the review notes.

In CareHub: File the review at Forms → Quarterly ISP Review. Every individual due for review surfaces on the dashboard with a countdown. Outcome-progress fields auto-populate from the past 90 days of daily notes + behavior data. Magic-link signing lets each team member sign without an account.