EST
Common Assessment
Action Plan
100

What does EST stand for ?

Employment Services Transformation

100

What does the Common Assessment Tool replace ?

AMS Database

100

Can you schedule an AP review at the same time as a regular Checkpoint?

Yes 

200

The Outcome Plan will be replaced with ?

Action Plan

200

When should the CA Tool be completed?

During OWVI

200

When will be able to click the refer button in SAMS CAT to refer to EO?

March 1, 2025

300

How many Modules does the CA Tool consist of?

2

•Social Assistance – Module 1

•Employment Ontario – Module 2

300

CA module 1 questions include the following ?

Skills and supports and service needs

300

List 2 circumstances that may result in deferral?

•Sole-support parent and publicly funded education is not available

•Caregiver responsibilities

•65+ years of age

•Experiencing exceptional circumstances: Temporary illness or injury, other

400

What approach will be used when speaking with clients regarding services and supports available?

Person-centered approach

400

What is the Common Assessment Tool

Digital questionnaire tool used to facilitate conversation between case manager and client

Used by both EO and SA to determine an individual’s needs and goals

400

List 2 Action Plan features found on the Action Plan Workspace?

•Goals & Support Needs

•Referral

•Deferral

•Reviews

•Compliance

•Benefit Coordination (Issue participation benefits from here)

•Admin

500

Name the 4 areas of service support ? 

(EST Framework)

•  Basic Needs

•  Health

•  Life Skills

•  Community Supports

500

List the CA Checkpoint Frequency

3 month after initial CA

12 month after Checkpoint 1 

12 months after last Checkpoint 


500
Where will you locate the Action Plan in SAMS 

Navigate to the Integrated Case and select the Outcome Plan tab

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