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Mobius User Guide

Published Date: November 24, 2017
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09 Integrated Case

Add a Case Member

There are two ways to add a Case Member. The first way is shorter (especially id adding multiple members), if the family members have been added to the Primary Client's Person Record in the Background Tab.

Anchor Point: Integrated Case
Prerequisite: Applicable individuals have been added to the Relationships section of the Primary Client's Person Record.

  1. Select the Home Tab.
  2. Select the Add Family link from the Details section of the page.
  3. Edit the Start Date, if applicable
  4. Select all related individuals to be added to the Integrated Case.
  5. Select Save.

Anchor Point: Integrated Case

  1. Select New Member from the Page Action Menu.
  2. Select the magnifying glass.
  3. Enter the search criteria.
  4. Select Search.
  5. Click Select next to the applicable individual.
  6. Edit the Start Date, if applicable.
  7. Select Save.