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Published Date: March 11, 2019
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Mobius ICM User Guide

Team Collaboration

7.1 Notes - Create

Purpose

Collaboration is an important part of being person centered. All the supports involved in an Individual’s life create a network that plays a part in supporting the Individual. As such meetings (Multi-Disciplinary Team-MDT) are often needed to discuss the support of a common individual. These MDT meetings need to be recorded in the file of the Individual. Meeting Notes are to record ‘meeting’ minutes from a MDT conversation. It can also be used as a discussion board for multiple Mobius users to discuss a topic (like a discussion board)

Procedure

Anchor Point: Support network tab of the Common Outcome Plan

  1. Select Support Network tab
  2. Select Team Collaboration on the left hand menu
  3. Select New



    Note: The meeting notes can be used in place of an email communication back and forth if all participants have Mobius access or as a record of the meeting; what was discussed, who was involved and what decisions were made.
  4. A Modal opens
  5. Create a subject that clearly identifies what the meeting/conversation is in regards to
  6. Enter text pertaining to the subject in the body
  7. Select the Support Network Members to notify of the new note (see View Meeting Note History)
  8. Select Save
  9. The note saves to the Team Collaboration list page

  10. The Support Network Members who were checked off under Sharing will receive an email notification to inform them a team collaboration note was added


Related Information

User Guide:


Procedure:

  • 6.0 How to Work with a Support Network

 

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