Allocating Plan Units

Allocating Plan Units

After a plan is Final an administrator can reallocate units for the services. To do that:

  1. View the client's current plan. The easiest way to do that is to select an authorization line at the bottom of the client's chart and click View Plan.
  2. Select the Plan Goals tab of the plan to view the client's goals and objectives.
  3. Scroll down to the bottom of the form and select the dates and services that you want to update. You can hold down the CTRL key to select more than one line at a time.
  4. At the very bottom of the form enter a dollar amount and then click the Update Usage button.