How should actions be documented in relation to a Needs Met Rating?

• A. Actions should be recorded only if needs are unmet, with no follow-up plan.
• B. Each unmet or partially met need should have a specific action plan, responsible party, target completion date, and follow-up; update rating after actions.
• C. Actions should be documented but do not affect the rating.
• D. Actions should be recorded but only after the client signs off.

Answer: (B)

When documenting actions tied to a Needs Met Rating, the emphasis is on outlining what will be done to address each unmet or partially met need and how progress will be tracked. For every such need, you should specify a concrete action plan, assign a responsible party, set a target completion date, and include a plan for follow-up to verify both completion and impact. After those actions are carried out, the rating should be updated to reflect the current status. This creates accountability, a clear path to resolution, and an auditable record of progress over time.

Recording actions only when a need is unmet and with no follow-up plan leaves gaps in accountability. Documenting actions without tying them to a rating misses the opportunity to reflect progress in a meaningful way. Requiring client sign-off before documenting actions can delay necessary follow-up and undermine timely progress.