Mobius User Guide

Published Date: May 15, 2013
Bookmark this page

05 Integrated Case

Search for an Integrated Case

Anchor Point: Workspace
  1. Select Person from the Searches section of the Shortcuts Panel.
  2. Enter the Search Criteria and select Search.
  3. Select the Name of the individual.
  4. The Person Home page will display.
  5. Select the Cases Tab. If an Open Integrated Case exists for the Primary Client, modify as required.