CaseWorthy – Using Service Plans
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Table of Contents
Overview
How to locate and add service plans to CaseWorthy clients.
Instructions
Adding a Service Plan
- Use find client to search for the client in your program who will need a service plan
- Click on Case Management on the left hand menu, choose Program Enrollment
- Click the Action Gear next to the enrollment where you would like to link the Service Plan
- Select ‘Service Plan’ from the list
- From the Service Plan summary view, select Add New in the upper right corner of the screen.