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Mobius User Guide |
Published Date: May 15, 2013
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05 Integrated Case |
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Search for an Integrated Case
Anchor Point: Workspace
- Select Person from the Searches section of the Shortcuts Panel.
- Enter the Search Criteria and select Search.
- Select the Name of the individual.
- The Person Home page will display.
- Select the Cases Tab. If an Open Integrated Case exists for the Primary Client, modify as required.
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