|
|
Mobius User Guide |
Published Date: May 15, 2013
Bookmark this page |
11 Service Plan |
|
Create a Service Plan from a Template
Anchor Point: Integrated Case Home Page
- Select the Service Plan Tab from the Navigation Bar of the Individual’s Integrated Case Home Page.
- Select New.
- Complete the mandatory and required fields.
- Select Save and Use Template.
- Select the Service Plan Template from the drop down menu.
- Select Save.
Note
A Template can only be used to create a new Service Plan and cannot be added to an existing Service Plan.
|