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Mobius User Guide |
Published Date: May 15, 2013
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11 Service Plan |
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Closing a Service Plan
A Service Plan is closed once all services are completed and outcomes are recorded for Plan Items and Sub-Goals.
Note
Do not close a Service Plan when benefits have been administered through Mobius. Current functionality does not provide for a Closed Service Plan to be reopened.
Anchor Point: Service Plan Home Page
Close Plan Items
- Select Plan Content Tab.
- Toggle the applicable Sub-Goal.
- Select Plan Items Tab.
- From the List Action Menu select Edit.
- Enter Actual End Date.
- Select Plan Item outcome from drop down menu.
- Select Save.
Note
Cancelled status does not require actual end dates.
Close Sub-Goals
- Select Plan Content Tab.
- From the List Action Menu select Edit.
- Select Sub-Goal outcome from the drop down menu.
- Select Save.
Close
- From the Tab Action Menu select Edit the Service Plan.
- Select the outcome from the drop down menu.
- Select Save.
- From the Tab Action Menu select Close the Service Plan
- Select the reason from the drop down menu
- Select Save.
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