Table Description
Plan Item: Plan items are the benefits, services and activities that are linked to a plan sub-goal ensuring that this activity is available for delivery with a service plan containing this sub-goal.

This entity is focused on the administration of a plan item within the Service Planning Administration component. A plan item can be associated with one or more sub-goals which in turn are associated with one or more service plan goals. An administrator can specify a plan item cost, whether it requires approval and can indicate whether it will integrate with another Curam object, e.g. a product delivery.

Example

A case worker creates a Return to Work service plan for participant Linda Smith as she has recently become unemployed. A goal of Sustainable Employment is selected for this service plan.

Linda Smith is unable to pay for transport to get to work, therefore a Transportation sub-goal is added to the service plan. A Mileage Reimbursement plan item is added to the service plan to allow Linda to overcome the barrier that's currently preventing her from gaining Sustainable Employment.

The following has been set up in the Administration component to achieve to this:

  • An administrator creates a Return to Work service plan.
  • A Sustainable Employment goal is then added.
  • A Transportation sub-goal is linked to the goal, and a Mileage Reimbursement plan item to the Transportation sub-goal.
  • The configuration of the properties of a plan item is specific to the behavior of each individual plan item. The Curam client is responsible for defining this behavior.
This setup ensures that the Mileage Reimbursement plan item is available for selection when delivering a Transportation sub-goal.

Relationship Diagram
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Model Details
Location in Model: Logical View::MetaModel::Curam::ServicePlans::Administration::PlanItem::Entity::PlanItem
Controlling File: ServicePlans\model\Packages\Service Layer\Administration\PlanItem\Entity\Entity_cat.efx
Table Options
ALLOW_OPTIMISTIC_LOCKINGyes
Attributes (28)
AttributeStereotypeNullableDescriptionDomain DefinitionCodetableDDL Type
planItemIDkeynoUnique reference number assigned by the system to a plan item record.PLAN_ITEM_ID SVR_INT64
planItemReferencedetails User entered reference number to represent this type of plan item. This can be used to reference this type of plan item from other areas of the system, e.g. the rules engine.REFERENCE_NUMBER SVR_STRING<20>
namedetailsnoName of the plan item which must be unique among active plan items. For translation purposes this is a code table value.PLAN_ITEM_NAME_CODEPlanItemNameSVR_STRING<10>
descriptiondetails Textual description of the plan item.DESCRIPTION SVR_STRING<300>
createPageNamedetailsnoA reference to the Java Server Page (JSP) used to create a plan item of this type.PAGE_NAME SVR_STRING<200>
createPagePlanItemIDParamNamedetailsnoThe create page requires both a PlanItem ID parameter and a Sub-Goal ID parameter to be specified. This is the name used to specify the PlanItem ID parameter within the Java Server Page (JSP). PARAMETER_NAME SVR_STRING<75>
createPageSubGoalIDParamNamedetails Name used to specify the Sub-Goal ID parameter within the Java Server Page (JSP).PARAMETER_NAME SVR_STRING<75>
viewPageNamedetailsnoName of the Curam JSP to view the planned action.PAGE_NAME SVR_STRING<200>
viewPagePlanItemParamNamedetails The view page requires a PlannedItem ID parameter to be specified. This is the name used to specify the PlannedItem ID parameter within the Java Server Page (JSP). PARAMETER_NAME SVR_STRING<75>
modifyPageNamedetails A reference to the Java Server Page (JSP) used to modify a plan item of this type.PARAMETER_NAME SVR_STRING<75>
modifyPagePlanItemParamNamedetails The modify page requires a PlannedItem ID parameter to be specified. This is the name used to specify the PlannedItem ID parameter within the Java Server Page (JSP). PARAMETER_NAME SVR_STRING<75>
typeCodedetails Codetable field which allows us to categorize plan items.PLAN_ITEM_TYPE_CODEPlanItemTypeSVR_STRING<10>
recordStatusdetails Status of the plan item record. The values are 'Active' or 'Canceled'. Logical deletion is supported.RECORD_STATUS_CODERecordStatusSVR_STRING<10>
dateCreateddetails Date on which the plan item definition was created.CURAM_DATE SVR_DATE
requiresApprovaldetailsnoUsed to determine if the plan item requires approval or not. If this field is set when a plan item is created, the plan item status will be set to Unapproved. If this field is not set when a plan item is created then the plan item status will be set to Not Started. PLAN_ITEM_REQUIRES_APPROVAL_IND SVR_BOOLEAN
approvalSIDdetailsyesIf approve rights are defined for the plan item, then the user must have the specified SID as part of their security profile to approve the plan item.SERVICE_PLAN_SECURITY_IDENTIFIER SVR_STRING<100>
costdetails Cost associated with the plan item. Depending on the type of plan item, this may be the actual cost or an estimated cost.PLAN_ITEM_COST SVR_MONEY
associatedTypedetailsyesType of item associated with plan items of this type. e.g. Product Delivery.PLAN_ITEM_ASSOCIATED_TYPE_CODEAssociatedTypeSVR_STRING<10>
sensitivityCodedetails Sensitivity code associated with this plan item. A user must have at least an equivalent sensitivity code value to view, add, or modify the plan item.SENSITIVITY_CODESensitivitySVR_STRING<10>
authorizedUnitsdetailsyesIndicates the authorized number of units for the plan item e.g. 6 physiotherapy visits.AUTHORIZED_UNITS SVR_INT32
maximumUnitsdetailsyesIndicates the maximum number of units allowed for the plan item e.g. 9 physiotherapy visits.MAXIMUM_UNITS SVR_INT32
modifyAuthorizedSIDdetailsyesThe user must have the specified SID as part of their security profile to change the authorized unit amount.SERVICE_PLAN_SECURITY_IDENTIFIER SVR_STRING<100>
unitTypedetailsyesIndicates the type of unit to which the plan refers. Sample values include visits, tablets.UNIT_TYPEPlanItemUnitTypeSVR_STRING<10>
associatedIDdetails Unique reference number of a Service Offering associated with a plan item of type 'Service' or 'CustomService'.ASSOCIATED_ITEM_ID SVR_INT64
guidanceURLdetails URL offering more information relating to the plan item.PLAN_ITEM_GUIDANCE_URL SVR_STRING<150>
taskConfigIDdetails Unique reference number of a Task Configuration associated with a plan item.PLAN_ITEM_TASK_CONFIGURATION_ID SVR_INT64
descriptionTextIDdetailsyesUnique Identifier corresponding to localized description of PlanItem.LOCALIZABLE_TEXT_ID SVR_INT64
nameNotEditableInddetailsyesThe indicator to denote if the plan item name is editable or non-editable. This indicator is used for retrieving the name of the plan item. If the plan item name is editable then the name is read from the name attribute of the PlannedItem entity otherwise the name is read from the plan item code table.CURAM_INDICATOR SVR_BOOLEAN
Foreign Keys (8)
ChildParent
PlanItem.descriptionTextIDLocalizableText.localizableTextID
PlanItemApprovalCriteriaLink.planItemIDPlanItem.planItemID
PlanItemContractText.planItemIDPlanItem.planItemID
PlanItemGoodCauseLink.planItemIDPlanItem.planItemID
PlanItemOutcomeLink.planItemIDPlanItem.planItemID
PlanTemplatePlanItem.planItemIDPlanItem.planItemID
PlannedItem.planItemIDPlanItem.planItemID
SubGoalPlanItemLink.planItemIDPlanItem.planItemID
Indices (5)
Index NameAttributes
PlanItemIDStatusIndexplanItemID, recordStatus
PlanItemDescriptionIDindexdescriptionTextID
PlanItemStatusNameIndexrecordStatus, name
PlanItemReferenceIndexplanItemReference
IND__495031835taskConfigID
Operations (37)
OperationStereotypeOptionsDescriptionSQL
cancelnsmodifyPRE_DATA_ACCESS: yes
Cancels a plan item. 
countByNameAndStatusns Counts the number of planItems with a specified name.SQL
countByReferencens Counts the number of planItems with a specified reference number.SQL
insertinsertAUTO_ID: planItemID
AUTO_ID_KEY: SERCPLANBO
PRE_DATA_ACCESS: yes
Standard Operation 
listnsmulti Lists all planItems.SQL
modifymodifyOPTIMISTIC_LOCKING: yes
PRE_DATA_ACCESS: yes
Standard Operation 
readread Standard Operation 
readNamensread Reads the plan item name. 
readNameAndReferencensread Reads a plan item's name and reference number details 
readRecordStatusnsread Reads the status of the planItem. 
searchActivePINamesnsmulti Return a list of active plan items based on the status argument providedSQL
searchByTaskConfigIDreadmulti This method is used to fetch all the plan item by the task configuration id. 
searchContractTextsnsmulti Searches for contract texts related to this planItem.SQL
searchOutcomesnsmulti Searches for outcomes related to this planItem.SQL
searchUnassociatedApprovalCriteriaByStatusnsmulti Operation for obtaining a list of approval criteria not associated to a particular plan item.SQL
searchUnassociatedOutcomesByStatusnsmulti Searches for outcomes unrelated to this planItem.SQL
validateCancel  Validates that an plan item can be canceled. 
validateDetails  Validates the details of a plan item. 
validateInsert  Validates that an plan item can be created. 
validateModify  Validates that an plan item can be modified. 
searchGoodCausesnsmulti Searches for good causes related to this planItem.SQL
searchUnassociatedGoodCausesByStatusnsmulti Searches for good causes unrelated to this planItem.SQL
countGoodCausesByGoodCauseIDns Checks if an plan item is associated with a good cause.SQL
countSubGoalsByPlanItemAndStatusns Counts sub goals that the plan item is associated with.SQL
countPlanTemplatePlanItemsByPlanItemAndStatusns Counts plan template planItems created for the planItem.SQL
readApprovalRequirednsread Reads the approval required attribute. 
readCreatePageNameByPlanItemIDnsread Reads the create page name details. 
readModifyPageDetailsByPlanItemIDnsread Reads the modify page details and the related parameters. 
readViewPageDetailsByPlanItemIDnsread Reads the view page details and the related parameters. 
readCreatePlanItemParameterByPlanItemIDnsread Reads back the plan item page parameter name for the specified planItem. 
readCreateSubGoalParameterByPlanItemIDnsread Reads back the sub goal page parameter name for the specified planItem. 
readAssociatedTypeAndApprovalRequirednsread Reads associated type and approval required indicator. 
readPlanItemServiceUnitDeliveryDetailsnsread Reads the service unit delivery details for a plan item. 
insertPlanIteminsert <p class="MsoNormal"> <span style="COLOR: #002060">Inserts plan item record. This method expects the planItemID to be set. It is preferred to call <font color="#000000">insertPlanItem</font> method only in scenarios where calling method wants to set the value of primary key by itself.</span> </p> 
modifyDescriptionTextIDnsmodifyOPTIMISTIC_LOCKING: yes
Modifies descriptionTextID. 
readNameNotEditableIndDetailsnsread Reads the values of name and nameNotEditableInd attributes by plan item ID. 
modifyPlanItemmodifyOPTIMISTIC_LOCKING: yes
This modify operation will be called while re-applying a change set in the target system. Entity level validations that will happen during a standard modify operation will not be applicable in this case. This modify operation will update all the attributes defined for this entity. 
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New Recurring Activity (Activity_createRecurringActivityForUser)
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New Employment Expense Evidence (EVD_createEmploymentExpenseEvidence_wzSelAllCreEmpOnly)
New General Insurance Evidence (EVD_createGeneralInsuranceEvidence_sa)
New Household Member Evidence (EVD_createHouseholdMemberEvidence_sa)
New Household Relationship Evidence (EVD_createHouseholdRelationshipEvidence_sa)
New Household Relationship Evidence (EVD_createHouseholdRelationshipEvidence_wzSelAllCre)
New Spend Down Medical Expense Evidence Details (EVD_createISPSpendDownMedicalExpenseEvidence_fromCreateMedicalExpense)
New Spend Down Medical Expense Evidence Details (EVD_createISPSpendDownMedicalExpenseProductEvidence)
New Legal Guardian Expense Evidence (EVD_createLegalGuardianEvidence_sa)
New Level Of Care Evidence (EVD_createLevelOfCareEvidence_sa)
New Life Insurance Evidence (EVD_createLifeInsuranceEvidence_sa)
New Liquid Resources Evidence (EVD_createLiquidResourcesEvidence_sa)
New Living Arrangement Evidence (EVD_createLivingArrangeEvidence_sa)
New Loan Evidence (EVD_createLoanEvidence_sa)
New Medical Expense Evidence Details: (EVD_createMedicalExpenseEvidence)
New Medical Expense Evidence (EVD_createMedicalExpenseEvidence_sa)
New Medical Institution Evidence (EVD_createMedicalInstitutionEvidence_sa)
New Medical Insurance Evidence (EVD_createMedicalInsuranceEvidence_sa)
New Ownership Evidence (EVD_createOwnershipEvidence_sa)
New Ownership Evidence (EVD_createOwnershipEvidence_wzSelAllCre)
New Paid Employment Evidence (EVD_createPaidEmploymentEvidence_wzSelAllCreEmpOnly)
New Pregnancy Evidence (EVD_createPregnancyEvidence_sa)
New Resource Transfer Evidence (EVD_createResourceTransferEvidence_sa)
New Self Employment Evidence (EVD_createSelfEmploymentEvidence_wzSelAllCreEmpOnly)
New Shelter Expense Evidence (EVD_createShelterExpenseEvidence_sa)
New Spousal Cooperation Evidence (EVD_createSpousalCooperationEvidence_sa)
New Student Evidence (EVD_createStudentEvidence_sa)
New Transfer To Individual Evidence (EVD_createTransferToIndividualEvidence_sa)
New Transfer To Individual Evidence (EVD_createTransferToIndividualEvidence_wzSelAllCre)
New Trustee Evidence (EVD_createTrusteeEvidence_sa)
New Trustee Evidence (EVD_createTrusteeEvidence_wzSelAllCre)
New Trust Evidence (EVD_createTrustEvidence_sa)
New Unborn Child Evidence (EVD_createUnbornChildEvidence_sa)
New Unborn Child Evidence (EVD_createUnbornChildEvidence_wzSelAllCre)
New Unpaid Employment Evidence (EVD_createUnpaidEmploymentEvidence_wzSelAllCreEmpOnly)
New Utility Expense Evidence (EVD_createUtilityExpenseEvidence_sa)
New Veteran Military Service Evidence (EVD_createVetMilitaryServEvidence_sa)
New Voluntary Quit Evidence (EVD_createVoluntaryQuitEvidence_wzSelAllCreEmpOnly)
Edit Absent Parent Evidence (EVD_incomingModifyAbsentParentEvidence)
Edit Household Relationship Evidence (EVD_incomingModifyHouseholdRelationshipEvidence)
Edit Absent Parent Evidence (EVD_modifyAbsentParentEvidence)
Edit Alien Sponsor Evidence (EVD_modifyAlienSponsorEvidence)
Edit Annuity Evidence (EVD_modifyAnnuityEvidence)
Edit Household Relationship Evidence (EVD_modifyHouseholdRelationshipEvidence)
Modify Spend Down Medical Expense Evidence Details (EVD_modifyISPSpendDownMedicalExpenseProductEvidence)
Edit Liquid Resources Evidence (EVD_modifyLiquidResourcesEvidence)
Edit Living Arrangement Evidence (EVD_modifyLivingArrangeEvidence)
Edit Loan Evidence (EVD_modifyLoanEvidence)
Edit Medical Expense Evidence (EVD_modifyMedicalExpenseEvidence)
Edit Medical Insurance Evidence (EVD_modifyMedicalInsuranceEvidence)
Edit Pregnancy Evidence (EVD_modifyPregnancyEvidence)
Edit Shelter Expense Evidence (EVD_modifyShelterExpenseEvidence)
Edit Student Evidence (EVD_modifyStudentEvidence)
Edit Utility Expense Evidence (EVD_modifyUtilityExpenseEvidence)
Transfer Evidence: (Evidence_listEvidenceForTransfer)
Issues (Evidence_listIssuesForPDC)
Delete Active Evidence (Evidence_removeActive)
Confirm Evidence Transfer (Evidence_transferEvidenceConfirmation)
Delete External Party Address (ExternalParty_cancelAddress)
Delete External Party Alternative Identifier (ExternalParty_cancelAlternateID)
Delete External Party Bank Account (ExternalParty_cancelBankAccount)
Delete External Party Email Address (ExternalParty_cancelEmailAddress)
Delete External Party Office (ExternalParty_cancelExternalPartyOffice)
Delete Office Member (ExternalParty_cancelOfficeMember)
Delete Office Member Email Address (ExternalParty_cancelOfficeMemberEmailAddress)
Delete External Party Phone Number (ExternalParty_cancelPhoneNumber)
New Office Member (ExternalParty_createOfficeMember)
New Bank Account (ExternalParty_createPaymentBankAccount)
New External Party Contact (ExternalParty_createUnregisteredCompanyContact)
Edit Address (ExternalParty_modifyAddressFromList)
Edit Address (ExternalParty_modifyAddressFromView)
Edit Alternative Identifier (ExternalParty_modifyAlternateIDFromList)
Edit Alternative Identifier (ExternalParty_modifyAlternateIDFromView)
Edit Bank Account (ExternalParty_modifyBankAccountFromList)
Edit Bank Account (ExternalParty_modifyBankAccountFromView)
Edit Email Address (ExternalParty_modifyEmailAddressFromList)
Edit Email Address (ExternalParty_modifyEmailAddressFromView)
Edit External Party (ExternalParty_modifyExternalParty)
Edit Email Address (ExternalParty_modifyOfficeMemberEmailAddressFromList)
Edit Email Address (ExternalParty_modifyOfficeMemberEmailAddressFromView)
Edit Phone Number (ExternalParty_modifyPhoneNumberFromList)
Edit Phone Number (ExternalParty_modifyPhoneNumberFromView)
Edit Recorded Communication (ExternalParty_modifyRecordedCommunicationFromView1)
Edit User (ExternalParty_modifyUserFromHome)
Register External Party (ExternalParty_register)
Cancel Payment (Financial_cancelPayment)
Cancel Payment (Financial_cancelPayment1)
Cancel Issued Payment (Financial_cancelPaymentInstrument)
Reverse Instruction (Financial_createInstructionReversal)
Reverse Details (Financial_createLineItemReversal)
Invalidate Payment (Financial_invalidatePayment)
Delete Fund Association (FundPM_deleteFundLink)
- (FundPM_modifyFundLink)
Enable Employee Shopping (HCR_enableAndLogEmployeeCoCShopping)
Enable Special Enrollment Shopping Experience (HCR_enableAndLogSpecialEnrollmentShopping)
Enable Special Enrollment Shopping Experience (HCR_enableSpecialEnrollmentShopping)
Add Member (HCRAddMemberWizard_income)
Add Member (HCRAddMemberWizard_relationship)
Add Member (HCRAddMemberWizard_start)
Add Member (HCRAddMemberWizard_summary)
Add Member (HCRAddMemberWizard_taxInfo)
Check Retroactive Medicaid Eligibility (HCRRetroactiveMedicaid_confirmCheckEligibilty)
Enable Shopping Experience (HealthCare_enableCaseMotivation)
New Attendee (HomeStudy_createParticipantForAttendee)
New Investigation (ICInvestigationSample_create)
New Member Activity (ICMember_createMemberActivity)
New Case (ICMember_createProductDelivery)
New Recurring Member Activity (ICMember_createRecurringMemberActivity)
New Participant Activity (ICParticipant_createParticipantActivity)
New Recurring Participant Activity (ICParticipant_createRecurringParticipantActivity)
Close Case (ICProductSample_close)
New Activity (ICProductSample_createActivity)
New Recurring Activity (ICProductSample_createRecurringActivity)
Edit Case (ICProductSample_modifyHeader)
Create Delivery (ICSample_createProductDelivery)
Register Person (ICSample_registerPerson)
New Case (ICSample_selectIntegratedCaseType)
Attribute Existing Evidence (ICSportingGrantSample_attributeExistingEvidence)
Close Case (ICSportingGrantSample_close)
New Activity (ICSportingGrantSample_createActivity)
New Recurring Activity (ICSportingGrantSample_createRecurringActivity)
Edit Case (ICSportingGrantSample_modifyHeader)
New Incident (Incident_createIncidentForParticipant)
New Incident (Incident_createIncidentForParticipant1)
Edit Incident: (Incident_maintainIncident)
Edit Incident (Incident_modifyIncident)
Edit Incident (Incident_modifyIncident1)
Add Contact Participant (IncidentContactLog_addContactLogContact)
New Contact Log: (IncidentContactLog_createContactLog)
New Contact (IncidentContactLog_createContactLog1)
New Contact (IncidentContactLogWizard_addAttachments)
New Contact (IncidentContactLogWizard_addNarrative)
New Contact Participant (IncidentContactLogWizard_addParticipants)
Add Incident Participant: (IncidentParticipant_createIncidentParticipant)
Add Incident Participant (IncidentParticipant_createIncidentParticipant1)
Confirm Appointment: (IncomeScreening_confirmAppointment)
Capture Head of Household Details: (IncomeScreening_createCase)
Register Person (IncomeScreening_registerHouseholdMember)
Register Prospect Person (IncomeScreening_registerHouseholdProspect)
Register Person (IncomeScreening_registerPerson)
Register Prospect Person (IncomeScreening_registerProspect)
Close Case: (IncomeSupportScreening_close)
Transfer Evidence: (IncomeSupportScreening_confirmTransferEvidence)
Capture Head of Household Details: (IncomeSupportScreening_createCase)
New Home Phone Number: (IncomeSupportScreening_createHomePhoneNumber)
New Mailing Address: (IncomeSupportScreening_createMailingAddress)
New Primary Residence: (IncomeSupportScreening_createPrimaryResidence)
New Work Phone Number: (IncomeSupportScreening_createWorkPhoneNumber)
Register Person (IncomeSupportScreening_registerPerson)
Register Person (IncomeSupportScreening_registerPersonForHouseholdEvidence)
Register Prospect (IncomeSupportScreening_registerProspect)
Register Prospect (IncomeSupportScreening_registerProspectForHouseholdEvidence)
Select the Head of the Household (IncomeSupportScreening_transferEvidence)
Register Prospect Person as Person (Individual_registerProspectAsPerson)
Register Information Provider (InformationProvider_register)
Related Persons (Intake_listRelatedPerson)
Client Merge Wizard (Intake_MergeProspecrToPersonWizard)
Merge Duplicate (Intake_mergeProspectToPersonSummary)
Register Person (Intake_personFullRegistration)
Person Search Results (Intake_personSearchResult)
Register Prospect Person as Person (Intake_registerProspectAsPerson)
Register Client for Intake (Intake_registerProspectPerson)
Register Prospect Person as Person (Intake_registerProspectPersonAsPerson)
Register Prospect Person (Intake_registerProspectPersons)
Register Prospect Person (Intake_registerProspectPersons_Reset)
Register Prospect Person (Intake_registerProspectPersons_Reset1)
Register Prospect Person (Intake_registerProspectPersons1)
New Program Appeal (IntakeAppealWizard_createAppeal)
Register Person (IntakeShortCuts_registerPerson)
Add Prospect Person (IntakeShortCuts_registerProspectPerson)
Close Case (IntegratedCase_close)
New Activity (IntegratedCase_createActivity)
New Assessment (IntegratedCase_createAssessment)
New Outcome Plan (IntegratedCase_createOutcomePlan)
New Recurring Activity (IntegratedCase_createRecurringActivity)
New Referral (IntegratedCase_createReferral)
Edit Case Details (IntegratedCase_modifyHeader)
Edit Referral (IntegratedCase_modifyReferralFromList)
Edit Referral (IntegratedCase_modifyReferralFromView)
Reopen Case (IntegratedCase_reopen)
Cost (IntegratedServicePlan_cost)
Tracking Gantt (IntegratedServicePlan_trackingGantt)
Approve Investigation Case (InvestigationDelivery_approve)
Close Investigation (InvestigationDelivery_close)
New Allegation (InvestigationDelivery_createAllegation)
Add Participant (InvestigationDelivery_createAllegationRole)
New Assessment (InvestigationDelivery_createAssessment)
Edit Allegation (InvestigationDelivery_modifyAllegationFromList)
Edit Allegation (InvestigationDelivery_modifyAllegationFromView)
Edit Allegation Participant (InvestigationDelivery_modifyAllegationRole)
Change Closure Details (InvestigationDelivery_modifyClose)
Edit Investigation (InvestigationDelivery_modifyHeader)
Reject Request For Approval (InvestigationDelivery_reject)
Reopen Investigation (InvestigationDelivery_reopen)
Submit For Approval (InvestigationDelivery_submit)
Register Person (InvestigationSample_registerPerson)
Register Person (InvestigationSample_registerPersonForPDC)
New Investigation (InvestigationSample_selectType)
New Investigation (InvestigationSample_selectTypeForPerson)
New Investigation (InvestigationSample_selectTypeFromNonRegisteredPerson)
Add Household Member (ISAddMemberWizard_summaryDetails)
New Spend Down Medical Expense Evidence (ISP_addToCaseISPSpendDownMedicalExpenseProductEvidence_sa)
New Spend Down Medical Expense Evidence (ISP_addToCaseISPSpendDownMedicalExpenseProductEvidence_wzSelAllCre)
Assign New Expense (ISP_applyFromNewMedicalExpense)
Apply To Period (ISP_ApplyToPeriod)
Cancel Sanction (ISP_cancelSanctionEvidence)
Cancel Disregard (ISP_cancelSanctionOverride)
Renew Program (ISP_confirmProgramRenewal)
New Household Member Evidence Details (ISP_createCase)
New Receipt (ISP_createCoPaymentReceiptEvidence)
New Home Phone Number (ISP_createHomePhoneNumber)
New Spend Down Medical Expense Evidence (ISP_createISPSpendDownMedicalExpenseProductEvidence_sa)
New Spend Down Medical Expense Evidence (ISP_createISPSpendDownMedicalExpenseProductEvidence_wzSelAllCre)
New Mailing Address (ISP_createMailingAddress)
New Primary Residence (ISP_createPrimaryResidence)
Retroactive Program Summary (ISP_createRetroactiveProgram)
New Sanction (ISP_createSanctionEvidence)
New Disregard (ISP_createSanctionOverride)
New Work Phone Number (ISP_createWorkPhoneNumber)
Edit Spend Down Medical Expense Evidence (ISP_modifyISPSpendDownMedicalExpenseProductEvidence)
Edit Sanction (ISP_modifySanctionEvidence_fromList)
Edit Sanction (ISP_modifySanctionEvidence_fromView)
Edit Disregard (ISP_modifySanctionOverride_fromList)
Modify Sanction Override Details: (ISP_modifySanctionOverride_fromView)
Deny Spend Down Period (ISP_reasonSpendDownNotMet)
Register Person (ISP_registerPerson)
Renew Program (ISP_renewProductDeliveryConfirmation)
Basic Intake Information (ISPIntakeInformation_createFromScreening)
Delete Certification (ISPProduct_cancelCertification)
Create Integrated Case Product Activity (ISPProduct_createActivity)
New Certification (ISPProduct_createCertification)
Create Integrated Case Product Recurring Activity (ISPProduct_createRecurringActivity)
Edit Certification (ISPProduct_modifyCertificationFromList)
Edit Certification (ISPProduct_modifyCertificationFromView)
Close Case (ISPSpendDown_closeProgram)
Medical Assistance with Spend Down Program Summary (ISPSpendDown_createProgram)
Create Program (ISPSpendDown_createRetroactiveProgram)
Reuse Program (ISPSpendDown_reuseProgram)
Reuse Program (ISPSpendDown_reuseRetroactiveProgram)
Re-add a Member (ISReAddMemberWizard_submit)
Add Evidence (IssueDelivery_addEvidence)
Add Evidence (IssueDelivery_addEvidenceForIC)
Add Evidence (IssueDelivery_addEvidenceForProductDelivery)
Approve Resolution (IssueDelivery_approveResolution)
Close Issue (IssueDelivery_close)
Create Issue (IssueDelivery_createIssue)
New Issue Case (IssueDelivery_createIssueForICWizard)
New Issue Case (IssueDelivery_createIssueForPDWizard)
Submit Resolution for Approval (IssueDelivery_submitResolutionForApproval)
Close Case (LegalAction_close)
New Hearing (LegalAction_createHearing)
New Legal Action (LegalAction_createLegalAction)
New Legal Order (LegalAction_createOrder)
New Petition (LegalAction_createPetition)
Edit Legal Order (LegalAction_modifyOrder)
Schedule Hearing (LegalAction_scheduleHearing)
Activate Evidence (LiabilitySample_activateEffectiveDatedEvidence)
Cancel Evidence (LiabilitySample_cancelEditableEffectiveDatedEvidence)
Cancel Evidence (LiabilitySample_cancelEffectiveDatedEvidence)
Create Case (LiabilitySample_createCase)
Edit Delivery Pattern (LiabilitySample_modifyBillingPattern)
Register Person (LiabilitySample_registerPerson)
New Attendees (Meeting_inviteAttendee)
New Attendees (Meeting_inviteAttendeeFromSEF)
Attendance (MeetingAttendence_modify)
New Invitation (MeetingDetails_addAttendee)
Meeting Actions (MeetingMinutesWizard_actions)
Meeting Files (MeetingMinutesWizard_attachments)
Meeting Attendance (MeetingMinutesWizard_attendance)
Meeting Decisions (MeetingMinutesWizard_decisions)
Meeting Details (MeetingMinutesWizard_meetingDetails)
Meeting Notes (MeetingMinutesWizard_notes)
Meeting Minutes Summary (MeetingMinutesWizard_summary)
Edit Multidisciplinary Team Member (MultidisciplinaryTeamMember_modifyFromAdministrationList)
Edit Multidisciplinary Team Member (MultidisciplinaryTeamMember_modifyFromList)
Edit Multidisciplinary Team Member (MultidisciplinaryTeamMember_modifyFromView)
New Outcome Plan (NewOutcomePlanWizard_planDetails)
New Plan Item Approval Check (Organization_createPIApprovalCheck)
Edit Bank Branch (Organization_modifyBankBranchFromList)
Edit Bank Branch (Organization_modifyBankBranchFromView)
Edit Location (Organization_modifyLocationFromList)
Edit Location (Organization_modifyLocationFromView)
Edit Organization (Organization_modifyOrganization)
Edit Plan Item Approval Check (Organization_modifyPIApprovalCheck)
Edit User (Organization_modifyUserFromHome)
Edit User (Organization_modifyUserFromLeadUserList)
Edit User (Organization_modifyUserFromList)
Edit User (Organization_modifyUserFromOrgStructureList)
Edit User (Organization_modifyUserFromOrgUnitList)
Edit User (Organization_modifyUserFromSubUserForPositionList)
Edit User (Organization_modifyUserFromSupervisorUserForPositionList)
Plan Item Name Search (Organization_planitemTypeSearchPopup)
New Outcome Plan (OutcomePlan_accessibleCreateFromParentCase)
New Outcome Plan (OutcomePlan_accessibleCreateFromPerson)
New Evidence (OutcomePlan_addActivityEvidence)
Close Outcome Plan (OutcomePlan_close)
New Outcome Plan (OutcomePlan_createForSingleClient)
New Outcome Plan (OutcomePlan_enhancedCreate)
New Outcome Plan (OutcomePlan_enhancedCreate1)
Evidence (OutcomePlan_listActivityEvidence)
New Assessment (OutcomePlan_selectAssessmentDefinition)
New Assessment (OutcomePlan_selectPlanReviewAssessmentDefinition)
Edit Outcome Plan (OutcomePlan_update)
Issues (OutcomePlanAction_listIssues)
New Referral (OutcomePlanCollaborationPreselectedReferralWizard_details)
New Referral: (OutcomePlanCollaborationPreselectedReferralWizard_factors)
New Referral (OutcomePlanCollaborationPreselectedReferralWizard_notification)
OutcomePlanCollaborationPreselectedReferralWizard_provider
OutcomePlanCollaborationPreselectedReferralWizard_sharing
New Referral (OutcomePlanCollaborationReferralWizard_details)
New Referral (OutcomePlanCollaborationReferralWizard_factors)
New Referral (OutcomePlanCollaborationReferralWizard_notification)
OutcomePlanCollaborationReferralWizard_provider
New Referral (OutcomePlanCollaborationReferralWizard_service)
OutcomePlanCollaborationReferralWizard_sharing
New Referral (OutcomePlanPreselectedReferralWizard_details)
New Referral: (OutcomePlanPreselectedReferralWizard_factors)
New Referral (OutcomePlanPreselectedReferralWizard_notification)
OutcomePlanPreselectedReferralWizard_provider
New Referral (OutcomePlanReferralWizard_details)
New Referral (OutcomePlanReferralWizard_factors)
New Referral (OutcomePlanReferralWizard_notification)
OutcomePlanReferralWizard_provider
New Referral (OutcomePlanReferralWizard_service)
Delete Address (Participant_cancelAddress)
Delete Alternative Identifier (Participant_cancelAlternateID)
Delete Bank Account (Participant_cancelBankAccount)
Delete Email Address (Participant_cancelEmailAddress)
Delete Phone Number (Participant_cancelPhoneNumber)
New Address (Participant_createAddress)
New Alternative Identifier (Participant_createAlternateID)
New Bank Account (Participant_createBankAccount)
New Email Address (Participant_createEmailAddress)
New Email Communication (Participant_createEmailCommunication)
New Email Communication (Participant_createEmailCommunicationNoCaseID)
New Free Form Communication (Participant_createFreeFormCommunication)
New Home Phone Number (Participant_createHomePhoneNumber)
Reverse Line Item (Participant_createLineItemReversal)
New Mailing Address (Participant_createMailingAddress)
New Microsoft Word Communication (Participant_createMSWordCommunication)
New Microsoft Word Communication (Participant_createMSWordCommunicationWithNoMandatoryAddress)
New Bank Account (Participant_createPaymentBankAccount)
New Phone Number (Participant_createPhoneNumber)
New Primary Residence (Participant_createPrimaryResidence)
New Pro Forma Communication (Participant_createProFormaCommunication1)
New Contact (Participant_createUnregisteredCompanyContact)
New Contact (Participant_createUnregisteredContact)
New Work Phone Number (Participant_createWorkPhoneNumber)
End Deduction (Participant_endDeduction)
New Email Communication (Participant_getEmailCorrespondent)
New Microsoft Word Communication (Participant_getMSWordCorrespondent)
New Pro Forma Communication (Participant_getProFormaCorrespondent)
Record Communication (Participant_getRecordCommCorrespondent)
Merge Duplicate (Participant_mergeAddresses)
Merge Duplicate (Participant_mergeAddressEvidence)
Merge Duplicate (Participant_mergeAlternateIDEvidence)
Merge Duplicate (Participant_mergeAlternateNameEvidence)
Merge Duplicate (Participant_mergeAlternativeIDs)
Merge Duplicate (Participant_mergeAlternativeNames)
Merge Duplicate (Participant_mergeBankAccountEvidence)
Merge Duplicate (Participant_mergeBankAccounts)
Merge Duplicate (Participant_mergeEmailAddresses)
Merge Duplicate (Participant_mergeEmailAddressEvidence)
Merge Duplicate (Participant_mergePhoneNumberEvidence)
Merge Duplicate (Participant_mergePhoneNumbers)
Merge Duplicate (Participant_mergeRelationshipEvidence)
Merge Duplicate (Participant_mergeRelationships)
Client Merge Wizard (Participant_mergeWizard)
Client Merge Wizard (Participant_mergeWizardForViewDuplicate)
Edit Address (Participant_modifyAddress)
Edit Address (Participant_modifyAddressFromList)
Edit Address (Participant_modifyAddressFromView)
Edit Alternative Identifier (Participant_modifyAlternateID)
Edit Alternative Identifier (Participant_modifyAlternateIDFromList)
Edit Alternative Identifier (Participant_modifyAlternateIDFromView)
Edit Bank Account (Participant_modifyBankAccount)
Edit Bank Account (Participant_modifyBankAccountFromList)
Edit Bank Account (Participant_modifyBankAccountFromView)
Edit Email Address (Participant_modifyEmailAddressFromList)
Edit Email Address (Participant_modifyEmailAddressFromView)
Edit Phone Number (Participant_modifyPhoneNumberFromList)
Edit Phone Number (Participant_modifyPhoneNumberFromView)
Edit Recorded Communication (Participant_modifyRecordedCommunicationFromList1)
Edit Recorded Communication (Participant_modifyRecordedCommunicationFromView1)
Record Communication (Participant_recordCommunication)
Issue Financials (PaymentCorrection_issueFinancial)
New Evidence (PDCEvidence_addNewEvidence)
Evidence (PDCEvidence_listEvidence)
Delete Alternative Name (Person_cancelAlternateName)
Delete Relationship (Person_cancelRelationship)
Delete Utility Payment (Person_cancelUtilityPayment)
New Alternative Name (Person_createAlternateName)
New Universal Access Account (Person_createCitizenAccount)
New Relationship (Person_createRelationship)
Edit Person (Person_evidenceModify)
Edit Client Details (Person_evidenceModifyClient)
Edit Alternative Name (Person_modifyAlternateName)
Edit Alternative Name (Person_modifyAlternateNameFromList)
Edit Alternative Name (Person_modifyAlternateNameFromView)
Edit Person (Person_modifyPerson)
Edit Relationship (Person_modifyRelationship)
Edit Relationship (Person_modifyRelationshipFromList)
Edit Relationship (Person_modifyRelationshipFromView)
Edit Utility Payment (Person_modifyUtilityPaymentFromList)
Edit Utility Payment (Person_modifyUtilityPaymentFromView)
Register Person (Person_register)
Register Person (Person_registerForPDC)
Activate Case (ProductDelivery_activate)
Activate Deduction (ProductDelivery_activateDeduction)
Approve Case (ProductDelivery_approve)
Assign Component (ProductDelivery_assignComponent)
Assign Component (ProductDelivery_assignComponent1)
Assign Component (ProductDelivery_assignComponentFromCreate)
Assign Component (ProductDelivery_assignComponentFromCreate1)
Assign Component (ProductDelivery_assignObjectiveToNominee)
Assign Component (ProductDelivery_assignObjectiveToNominee1)
Delete Certification (ProductDelivery_cancelCertification)
Delete Certification (ProductDelivery_cancelCertification1)
Delete Deduction (ProductDelivery_cancelDeduction)
Delete Deduction (ProductDelivery_cancelDeduction1)
Close Case (ProductDelivery_close)
New Applied Fixed Deduction (ProductDelivery_createAppliedFixedDeduction1)
New Applied Fixed Deduction (ProductDelivery_createAppliedFixedDeductionWizard)
New Applied Variable Deduction (ProductDelivery_createAppliedVariableDeduction1)
New Applied Variable Deduction (ProductDelivery_createAppliedVariableDeductionWizard)
New Assessment (ProductDelivery_createAssessment)
New Case Nominee (ProductDelivery_createCaseNominee1)
New Certification (ProductDelivery_createCertification)
New Address (ProductDelivery_createNomineeAddress)
New Bank Account (ProductDelivery_createNomineeBankAccount)
New Third Party Fixed Deduction (ProductDelivery_createThirdPartyFixedDeduction1)
New Third Party Variable Deduction (ProductDelivery_createThirdPartyVariableDeduction1)
New Un-applied Fixed Deduction (ProductDelivery_createUnappliedFixedDeduction1)
New Un-applied Variable Deduction (ProductDelivery_createUnappliedVariableDeduction1)
New Utility Payment (ProductDelivery_createUtilityPayment)
Deactivate Deduction (ProductDelivery_deactivateDeduction)
Issue Liability (ProductDelivery_generateLiability)
Issue Payment (ProductDelivery_generatePayment)
Edit Applied Deduction (ProductDelivery_modifyAppliedDeductionDetailsFromList)
Edit Applied Deduction (ProductDelivery_modifyAppliedDeductionDetailsFromView)
Edit Certification (ProductDelivery_modifyCertificationFromList)
Edit Certification (ProductDelivery_modifyCertificationFromView)
Edit Case Closure (ProductDelivery_modifyClose)
Edit Deduction Details (ProductDelivery_modifyDeductionDetailsFromList)
Edit Deduction Details (ProductDelivery_modifyDeductionDetailsFromView)
Edit Delivery Pattern (ProductDelivery_modifyDeliveryPattern)
Edit Delivery Pattern (ProductDelivery_modifyDeliveryPatternForCaseNominee)
Edit Case Details (ProductDelivery_modifyHeader)
Edit Case (ProductDelivery_modifyHeader1)
Change Nominee Address (ProductDelivery_modifyNomineeAddress1)
Change Nominee Bank Account (ProductDelivery_modifyNomineeBankAccount1)
Edit Nominee Delivery Pattern (ProductDelivery_modifyNomineeDeliveryPattern)
Edit Nominee Delivery Pattern (ProductDelivery_modifyNomineeDeliveryPattern1)
Edit Third Party Deduction Details (ProductDelivery_modifyThirdPartyDeductionFromList)
Edit Third Party Deduction Details (ProductDelivery_modifyThirdPartyDeductionFromList1)
Edit Third Party Deduction Details (ProductDelivery_modifyThirdPartyDeductionFromView)
Edit Third Party Deduction Details (ProductDelivery_modifyThirdPartyDeductionFromView1)
Edit Un-applied Deduction Details (ProductDelivery_modifyUnappliedDeductionDetailsFromList)
Edit Un-applied Deduction Details (ProductDelivery_modifyUnappliedDeductionDetailsFromView)
Reactivate Case (ProductDelivery_reactivate)
Register Representative (ProductDelivery_registerRepresentative)
Reject Request For Approval (ProductDelivery_reject)
Set Default Nominee (ProductDelivery_setDefaultNominee)
Set Default Nominee (ProductDelivery_setDefaultNominee1)
Submit Case For Approval (ProductDelivery_submit)
Suspend Case (ProductDelivery_suspend)
Unsuspend Case (ProductDelivery_unsuspend)
Register Product Provider (ProductProvider_register)
Authorize (ProgramRecommendation_confirmAuthorize)
Authorize (ProgramRecommendation_listHouseholdMembersForMA)
Authorize (ProgramRecommendation_PremiumCoPaymentDetails)
Delete Alternative Name (Prospect_cancelAlternateName)
New Alternative Name (Prospect_createAlternateName)
Edit Alternative Name (Prospect_modifyAlternateNameFromList)
Edit Alternative Name (Prospect_modifyAlternateNameFromView)
Edit Prospect (Prospect_modifyProspect)
Register Prospect (Prospect_register)
Confirm Registration (Prospect_registerPersonFromProspect)
Delete Company Relationship (ProspectEmployer_cancelRelatedCompany)
New Company Relationship (ProspectEmployer_createRelatedCompany)
Register Employer (ProspectEmployer_duplicateCheckWizard)
Edit Company Relationship (ProspectEmployer_modifyRelatedCompany)
Register Prospect Employer (ProspectEmployer_register)
Register Prospect Employer as Employer (ProspectEmployer_registerAsEmployer)
Register Prospect Employer as Employer (ProspectEmployer_registerAsEmployerWizard)
Delete Alternative Name (ProspectPerson_cancelAlternateName)
Delete Relationship (ProspectPerson_cancelRelationship)
New Alternative Name (ProspectPerson_createAlternateName)
New Relationship (ProspectPerson_createRelationship)
Edit Alternative Name (ProspectPerson_modifyAlternateNameFromList)
Edit Alternative Name (ProspectPerson_modifyAlternateNameFromView)
Edit Prospect Person (ProspectPerson_modifyProspectPerson)
Edit Relationship (ProspectPerson_modifyRelationshipFromList)
Edit Relationship (ProspectPerson_modifyRelationshipFromView)
Register Prospect Person (ProspectPerson_register)
Register Prospect Person as Person (ProspectPerson_registerAsPerson)
Register Prospect Person as Person (ProspectPerson_registerAsPersonForPDCWizard)
Register Prospect Person as Person (ProspectPerson_registerAsPersonWizard)
Activate Contract (ProviderManagement_activateContract)
Activate Deduction (ProviderManagement_activateProviderDeduction)
New Client (ProviderManagement_addClientToPRLI)
Add Client (ProviderManagement_addClientToPRLICorrection)
New Line Item (ProviderManagement_addClientToRoster)
Add Contact Participant (ProviderManagement_addContactLogContact)
New Text Translation (ProviderManagement_addDescriptionTranslationToServiceOffering)
New Incident Participant (ProviderManagement_addIncidentParticipant)
New Text Translation (ProviderManagement_addNameTranslationToServiceOffering)
Add Service Authorization Line Item: (ProviderManagement_addSampleServiceAuthorizationLineItem)
New Service (ProviderManagement_addServicesToProviderContract)
Add Services to Contract (ProviderManagement_addServicesToProviderGroupContract)
New Service (ProviderManagement_addServicesToProviderGroupContract_fromView)
Update to Training (ProviderManagement_addTrainingForServiceOffering)
Submit Service Invoice Line Item for Processing (ProviderManagement_allowSILIForProcessingAsDuplicate)
Amend Utilization Contract (ProviderManagement_amendProviderGroupUtilizationContract)
Amend Contract (ProviderManagement_amendUtilizationContract)
Approve Line Item (ProviderManagement_approveLineItemCorrections)
Approve Line Item (ProviderManagement_approvePendingSILI)
Approve Line Item (ProviderManagement_approvePendingSILICorrections)
Approve Line Item (ProviderManagement_approvePRLICorrectionFromView)
Approve Provider Roster Line Item Correction (ProviderManagement_approvePRLICorrections)
Approve Line Item (ProviderManagement_approveServiceInvoiceLineItem)
Approve Service Invoice Line Items (ProviderManagement_approveServiceInvoiceLineItems)
Approve Line Item (ProviderManagement_approveSILI)
Approve Service Invoice Line Item as Duplicate (ProviderManagement_approveSILIAsDuplicate)
Approve Line Item (ProviderManagement_approveSILICorrections)
Approve Line Items (ProviderManagement_approveSubmittedSILI)
Delete Deduction (ProviderManagement_cancelProviderDeduction)
Approve Line Items (ProviderManagement_confirmApproveServiceInvoiceLineItems)
Confirm cancel overlapping reservations (ProviderManagement_confirmCancelOverlappingActiveResForAnyClient)
Confirm delete rows from daily attendance roster (ProviderManagement_confirmDeleteDARosterRows)
Confirm delete rows from daily attendance roster (ProviderManagement_confirmDeleteDARosterRowsFrmET)
Confirm delete rows from daily attendance roster (ProviderManagement_confirmDeleteRowsForDARoster)
Confirm Modify Overlapping Placements (ProviderManagement_confirmModifyOverlappingPlacementPrd)
Confirm modify overlapping placements (ProviderManagement_confirmModifyPlacementPrdForWL)
Submit Line Items (ProviderManagement_confirmSubmitServiceInvoiceLineItems)
Confirm Suspend Provider (ProviderManagement_confirmSuspendProvider)
Confirm Transfer of Placement to Reservation (ProviderManagement_confirmTransferToReservation)
New Applied Deduction (ProviderManagement_createAppliedVariableDeduction)
New Contact Log (ProviderManagement_createIncidentContactLog)
New Investigation Case (ProviderManagement_createInvestigation)
New Member (ProviderManagement_createMemberForProvider)
New Member (ProviderManagement_createMemberForProviderForFacilityManager)
New Service (ProviderManagement_createNewServiceOffering)
New Service (ProviderManagement_createNewTrainingServiceOffering)
New Participant (ProviderManagement_createParticipantForProvider)
New Participant (ProviderManagement_createParticipantForProviderGroup)
New Member (ProviderManagement_createProviderGroupMember)
New Service Rate (ProviderManagement_createProviderGroupUtilizationContractProviderOfferingRate)
New Payment Options (ProviderManagement_createProviderPaymentOption)
New Rate (ProviderManagement_createProviderServiceOfferingRate)
Create Emergency Placement (ProviderManagement_createSampleEmergencyPlacement)
Create Service Authorization Line Items (ProviderManagement_createSampleSAWithSALI)
New Service (ProviderManagement_createServiceOffering)
New Payment Options (ProviderManagement_createServicePaymentOption)
New Service Rate (ProviderManagement_createServiceRate)
New Third Party Deduction (ProviderManagement_createThirdPartyVariableDeduction)
New Training Service (ProviderManagement_createTrainingServiceOffering)
New Un-Applied Deduction (ProviderManagement_createUnappliedVariableDeduction)
New Unassigned Provider Member (ProviderManagement_createUnassignedProviderMember)
New Utilization Contract (ProviderManagement_createUtilizationContractForProvider)
New Rate (ProviderManagement_createUtilizationContractProviderOfferingRate)
Deactivate Deduction (ProviderManagement_deactivateProviderDeduction)
Step 5: Register Person (ProviderManagement_duplicateRegisterPersonAsProvider)
Edit Payment Option (ProviderManagement_editProviderPaymentOption)
Edit Service (ProviderManagement_editServiceOffering)
Edit Service (ProviderManagement_editServiceOfferingFrmView)
Edit Payment Options (ProviderManagement_editServicePaymentOption)
Edit Service Rate (ProviderManagement_editServiceRate)
Edit Training Service (ProviderManagement_editTrainingServiceOffering)
Edit Training Service (ProviderManagement_editTrainingServiceOfferingFrmView)
Enroll Provider (ProviderManagement_enrollAsProvider)
Enroll Provider Group (ProviderManagement_enrollAsProviderGroup)
Enroll Provider (ProviderManagement_enrollProvider)
Transfer to Provider (ProviderManagement_enrollProviderFromEnquiry)
Enroll Provider Group (ProviderManagement_enrollProviderGroup)
Select Unassigned Provider Member (ProviderManagement_findPerson)
Edit Applied Deduction (ProviderManagement_modifyAppliedDeductionDetails)
Edit Client (ProviderManagement_modifyClientInPRLI)
Modify Client (ProviderManagement_modifyClientInPRLICorrection)
Edit Provider Incident (ProviderManagement_modifyIncident)
Edit Text Translation (ProviderManagement_modifyLocalizableSODescriptionTextTranslation)
Edit Text Translation (ProviderManagement_modifyLocalizableSONameTextTranslation)
Select Provider Payment Type (ProviderManagement_modifyPaymentType)
Confirm Placement (ProviderManagement_modifyPlaceDuringConfirmation)
Edit Placement (ProviderManagement_modifyPlacementDetails)
Modify Placement Information (ProviderManagement_modifyPlacementInformation)
Confirm Cancel Reservation (ProviderManagement_modifyPlacementInformationConfirmCancelReservation)
Edit Placement Payment Frequency (ProviderManagement_modifyPlacementPaymentFrequency)
Allocate Place (ProviderManagement_modifyPlaceProviderOfferingAllocate)
Update Roster Line Item (ProviderManagement_modifyPRLIFromExceptionTask)
Edit Service Rate (ProviderManagement_modifyProviderGroupUtilizationContractProviderOfferingRate)
Edit Rate (ProviderManagement_modifyProviderServiceOfferingRate)
Confirm Placement: (ProviderManagement_modifySamplePlaceDuringConfirmation)
Modify Service Authorization Line Item: (ProviderManagement_modifySampleServiceAuthorizationLineItem)
Edit Delivery Configuration (ProviderManagement_modifySecurityRightsAndServiceDeliveryConfiguration)
Edit Third Party Deduction (ProviderManagement_modifyThirdPartyDeduction)
Edit Un-Applied Deduction (ProviderManagement_modifyUnappliedDeductionDetails)
Edit Utilization Contract (ProviderManagement_modifyUtilizationContractForProviderGroup)
Edit Rate (ProviderManagement_modifyUtilizationContractProviderOfferingRate)
Place Client (ProviderManagement_placeSampleClient)
New Provider Incident (ProviderManagement_recordIncidentForProvider)
New Referral (ProviderManagement_referralWizardAddDetails)
New Referral (ProviderManagement_referralWizardAddNotification)
ProviderManagement_referralWizardAddProvider
New Referral (ProviderManagement_referralWizardAddService)
ProviderManagement_referralWizardLinkAddProvider
Step 5: Register Person (ProviderManagement_registerPersonAsProvider)
Register As Person (ProviderManagement_registerProviderAsPersonFrmProviderHome)
Renew Contract (ProviderManagement_renewContract)
Renew Contract (ProviderManagement_renewProviderGroupContract)
Step 2: Enroll Provider (ProviderManagement_sampleEnrollProvider)
ProviderManagement_specifyReferralProviderCPMService
ProviderManagement_specifyReferralProviderCPMServiceLink
Specify Provider (ProviderManagement_specifyReferralProviderUnregisteredService)
Submit Line Item (ProviderManagement_submitOpenSILIForProcessing)
Submit Line Item (ProviderManagement_submitServiceInvoiceLineItemForProcessing)
Submit Line Items (ProviderManagement_submitServiceInvoiceLineItems)
Submit Line Item (ProviderManagement_submitSILI)
Submit Service Invoice Line Item for Processing (ProviderManagement_submitSILIForProcessingFromTask)
Submit Service Invoice (ProviderManagement_submittServiceInvoiceForProcessing)
Suspend Provider (ProviderManagement_suspendProvider)
Terminate Contract (ProviderManagement_terminateContract)
Transfer Client (ProviderManagement_transferClient)
Transfer Placement to Another Case (ProviderManagement_transferSamplePlacementToAnotherCase)
Reassessment Details (ProviderManagement_triggerReassessment)
Edit Line Item (ProviderManagement_updateAttendancePRLICorrection)
Edit Line Item (ProviderManagement_updateAttendanceRosterLineItem)
Edit Line Item (ProviderManagement_updatePRLICorrection)
Edit Line Item (ProviderManagement_updateRLIClientInfo)
Update Roster Line Item (ProviderManagement_updateRLIClientInfoFrmET)
Edit Line Item (ProviderManagement_updateRosterLineItem)
Update Roster Line Item (ProviderManagement_updateRosterLineItemFrmET)
Update Placement Period (ProviderManagement_updateSamplePlacementPeriod)
New Contact (ProviderManagementContactLogWizard_addAttachments)
New Contact (ProviderManagementContactLogWizard_addNarrative)
New Contact (ProviderManagementContactLogWizard_addParticipants)
Quick Registration (Quick_register)
Register Educational Institute (RegisterEducationalInstitute_registerWizard)
Register Employer (RegisterEmployer_registerWizard)
Register External Party (RegisterExternalParty_registerWizard)
Register Information Provider (RegisterInformationProvider_registerWizard)
Register Person (RegisterPerson_registerForPDCWizard)
Register Person (RegisterPerson_registerWizard)
Register Product Provider (RegisterProductProvider_registerWizard)
Register Service Supplier (RegisterServiceSupplier_registerWizard)
Register Utility (RegisterUtility_registerWizard)
Remove Member (removeGroupMember)
Application (RightsAndResponsibilitiesForCase)
Application (RightsAndResponsibilitiesForCaseSubmit)
New Disregard (SanctionAssessment_createDisregard_CREOLE)
New Sanction (SanctionAssessment_createSanction_CREOLE)
Edit Sanction (SanctionAssessment_modifySanction)
Edit Recommendation Disregard (SanctionAssessment_modifySanctionOverride)
Close Case (Screening_closeCase)
New Evidence (ServiceDelivery_addActivityEvidence)
Evidence (ServiceDelivery_listActivityEvidence)
Add Existing Approval Criteria to Plan Item (ServicePlanAdmin_addApprovalCriteriaToPlanItem)
Add Existing Good Causes to Plan Item (ServicePlanAdmin_addGoodCausesToPlanItem)
Add Existing Expected Outcomes to Plan Item (ServicePlanAdmin_addOutcomesToPlanItem)
New Text Translation (ServicePlanAdmin_addPlanItemDescriptionTextTranslation)
Add Existing Plan Items (ServicePlanAdmin_addPlanItemsToSubGoal)
Add Plan Item (ServicePlanAdmin_addTemplatePlanItem)
Delete Plan Item (ServicePlanAdmin_cancelPlanItem)
Add Plan Item to Service Plan Template Sub Goal (ServicePlanAdmin_confirmAddTemplatePlanItem)
View Plan Item Contract Text (ServicePlanAdmin_contractTextForPlanItemHome)
New Contract Text for Plan Item (ServicePlanAdmin_createContractTextForPlanItem)
New Good Cause for Plan Item (ServicePlanAdmin_createGoodCauseForPlanItem)
New Expected Outcome for Plan Item (ServicePlanAdmin_createOutcomeForPlanItem)
New Plan Item (ServicePlanAdmin_createPlanItem)
New Plan Item (ServicePlanAdmin_createPlanItemForSubGoal)
Approval Criteria for Plan Item (ServicePlanAdmin_listApprovalCriteriaForPlanItem)
Contract Text for Plan Item (ServicePlanAdmin_listContractTextsForPlanItem)
Good Causes for Plan Item (ServicePlanAdmin_listGoodCausesForPlanItem)
View Localizable Text (ServicePlanAdmin_listLocalizablePlanItemDescriptionText)
Expected Outcomes for Plan Item (ServicePlanAdmin_listOutcomesForPlanItem)
Plan Items (ServicePlanAdmin_listPlanItems)
Edit Contract Text for Plan Item (ServicePlanAdmin_modifyContractTextForPlanItem)
Edit Text Translation (ServicePlanAdmin_modifyLocalizablePlanItemDescriptionTextTranslation)
Edit Plan Item (ServicePlanAdmin_modifyPlanItem)
Edit Plan Item (ServicePlanAdmin_modifyTemplatePlanItem)
Plan Item Home: (ServicePlanAdmin_planItemHome)
Delete Contract Text for Plan Item (ServicePlanAdmin_removeContractTextFromPlanItem)
Remove Good Cause from Plan Item (ServicePlanAdmin_removeGoodCauseFromPlanItem)
Remove Expected Outcome from Plan Item (ServicePlanAdmin_removeOutcomeFromPlanItem)
Delete Task Configuration (ServicePlanAdmin_removeTaskConfig)
Add Plan Item (ServicePlanDelivery_addBasicPlanItemToSubGoal)
Record Client Participation (ServicePlanDelivery_addClientParticipationDefaultPlanItem)
Record Client Participation (ServicePlanDelivery_addClientParticipationServicePlanItem)
Add Plan Item (ServicePlanDelivery_addCustomPlanItemToSubGoal)
Add Plan Item (ServicePlanDelivery_addCustomServicePlanItem)
Add Plan Item (ServicePlanDelivery_addPlanItem_NameEditable)
Add Plan Item (ServicePlanDelivery_addServicePlanItem)
Add Plan Item (ServicePlanDelivery_addServiceUnitPlanItem)
Approve Service Plan (ServicePlanDelivery_approve)
Approve Plan Item (ServicePlanDelivery_approveServicePlanPlanItem)
Change Plan Owner (ServicePlanDelivery_changePlanOwner)
Clone Service Plan (ServicePlanDelivery_clone)
Close Service Plan (ServicePlanDelivery_close)
Costs (ServicePlanDelivery_cost)
Create Service Plan: (ServicePlanDelivery_create)
New Baseline (ServicePlanDelivery_createBaseline)
New Nominated Representative (ServicePlanDelivery_createNominatedRepresentative)
New Recurring Activity (ServicePlanDelivery_createRecurringActivity)
Weekly Client Participation (ServicePlanDelivery_customPlanItemClientParticipationWeeklyList)
Weekly Participation (ServicePlanDelivery_customServicePlanItemClientParticipationWeeklyList)
Expected Outcome Search (ServicePlanDelivery_expectedOutcomeSearchPopup)
Good Cause Search (ServicePlanDelivery_goodCauseSearchPopup)
Service Plan Home: (ServicePlanDelivery_home)
Home (ServicePlanDelivery_home1)
Service Plan Home (ServicePlanDelivery_homeTransaction)
Add Service Plan (ServicePlanDelivery_ICCreate)
Add Service Plan (ServicePlanDelivery_ICCreateNoTabs)
Client Participation (ServicePlanDelivery_listClientParticipationForCustomPlanItem)
Participation (ServicePlanDelivery_listClientParticipationForCustomServicePlanItem)
Participation (ServicePlanDelivery_listClientParticipationForPlanItem)
Participation (ServicePlanDelivery_listClientParticipationForServicePlanItem)
Client Participation (ServicePlanDelivery_listClientParticipationForServiceUnitPlanItem)
Approval Requests (ServicePlanDelivery_listCustomPlanItemApprovalRequest)
Attachments (ServicePlanDelivery_listCustomPlannedItemAttachments)
Approval Requests (ServicePlanDelivery_listCustomServicePlanItemApprovalRequest)
Attachments (ServicePlanDelivery_listCustomServicePlannedItemAttachments)
View Sub-Goal Milestones (ServicePlanDelivery_listMilestones)
Plan Content (ServicePlanDelivery_listPlanContentForSP)
View Sub-Goal Plan Items (ServicePlanDelivery_listPlanItems)
Attachments (ServicePlanDelivery_listPlannedItemAttachments)
Approval Requests (ServicePlanDelivery_listPlanPlanItemApprovalRequest)
Approval Requests (ServicePlanDelivery_listServicePlanItemApprovalRequest)
Attachments (ServicePlanDelivery_listServicePlannedItemAttachments)
Approval Requests (ServicePlanDelivery_listServiceUnitPlanItemApprovalRequest)
Attachments (ServicePlanDelivery_listServiceUnitPlannedItemAttachments)
Manage Plan Participants (ServicePlanDelivery_managePlanParticipant)
Edit Authorized Units (ServicePlanDelivery_modifyAuthorizedUnits)
Edit Plan Item (ServicePlanDelivery_modifyCustomPlanItem)
Edit Plan Item (ServicePlanDelivery_modifyCustomServicePlanItemProviderEditable)
Edit Plan Item (ServicePlanDelivery_modifyCustomServicePlanItemProviderNonEditable)
Edit Plan Item (ServicePlanDelivery_modifyPlanItem_NameEditable)
Set Plan Owner (ServicePlanDelivery_modifyPlanOwner)
Edit Plan Item (ServicePlanDelivery_modifyServicePlanBasicPlanItem)
Edit Plan Item (ServicePlanDelivery_modifyServicePlanItemProviderEditable)
Edit Plan Item (ServicePlanDelivery_modifyServicePlanItemProviderNonEditable)
Edit Service Unit (ServicePlanDelivery_modifyServiceUnitDelivery)
Edit Plan Item (ServicePlanDelivery_modifyServiceUnitPlanItem)
Weekly Participation (ServicePlanDelivery_planItemClientParticipationWeeklyList)
- (ServicePlanDelivery_planItemTabDetails)
Record Service Unit (ServicePlanDelivery_recordServiceUnitDelivery)
Reject Plan Item (ServicePlanDelivery_rejectServicePlanPlanItem)
Delete Plan Item : (ServicePlanDelivery_removePlanItem)
Delete Plan Item (ServicePlanDelivery_removeServicePlanPlanItem)
Weekly Participation (ServicePlanDelivery_servicePlanItemClientParticipationWeeklyList)
- (ServicePlanDelivery_servicePlanTabDetails)
Weekly Client Participation (ServicePlanDelivery_serviceUnitPlanItemClientParticipationWeeklyList)
Submit Service Plan (ServicePlanDelivery_submit)
Submit Plan Item For Approval (ServicePlanDelivery_submitServicePlanPlanItem)
Tracking Gantt (ServicePlanDelivery_trackingGantt)
Use Service Plan Template (ServicePlanDelivery_useTemplate)
Home (ServicePlanDelivery_viewCustomPlanItem)
Home (ServicePlanDelivery_viewCustomPlanItem_fromGantt)
Home (ServicePlanDelivery_viewCustomServicePlanItem)
View Custom Service Plan Item Details: (ServicePlanDelivery_viewCustomServicePlanItem_fromGantt)
View Sub-Goal Details (ServicePlanDelivery_viewPlannedSubGoal)
Sub-Goal Details (ServicePlanDelivery_viewPlannedSubGoal_fromGantt)
Home (ServicePlanDelivery_viewServicePlanBasicPlanItem)
Home (ServicePlanDelivery_viewServicePlanBasicPlanItem_fromGantt)
Home (ServicePlanDelivery_viewServicePlanItem)
View Service Plan Item Details: (ServicePlanDelivery_viewServicePlanItem_fromGantt)
View Delivery of Service Unit (ServicePlanDelivery_viewServiceUnitDelivery)
View Delivery of Service Unit (ServicePlanDelivery_viewServiceUnitDeliveryFromList)
Home (ServicePlanDelivery_viewServiceUnitPlanItem)
Home (ServicePlanDelivery_viewServiceUnitPlanItem_fromGantt)
Service Plan Home: (ServicePlanDeliveryDetails_home)
Add Service Plan (ServicePlanGroupDelivery_addServicePlanDelivery)
Close Service Plans (ServicePlanGroupDelivery_close)
Cost (ServicePlanGroupDelivery_cost)
Service Plan Group Home (ServicePlanGroupDelivery_home)
Service Plan Group Home (ServicePlanGroupDelivery_homeActiveOnly)
- (ServicePlanGroupDelivery_tabDetails)
Tracking Gantt (ServicePlanGroupDelivery_trackingGantt)
Register Service Supplier (ServiceSupplier_register)
Change Reporter (SocialEnterpriseFolder_changeIncidentReporter)
New Social Enterprise Folder (SocialEnterpriseFolder_create)
New Email Communication (SocialEnterpriseFolder_createEmailCommunication)
New Incident (SocialEnterpriseFolder_createIncident)
New MS Word Communication (SocialEnterpriseFolder_createMSWordCommunication)
Create Witness: (SocialEnterpriseFolder_createWitness)
New Social Enterprise Folder (SocialEnterpriseFolder_enhancedCreate)
New Email Communication (SocialEnterpriseFolder_getEmailCorrespondent)
New MS Word Communication (SocialEnterpriseFolder_getMSWordCorrespondent)
New Pro Forma Communication (SocialEnterpriseFolder_getProFormaCorrespondent)
Record Communication (SocialEnterpriseFolder_getRecordCommCorrespondent)
New Owner (SocialEnterpriseFolder_modifyCaseOwner)
Update Reporter (SocialEnterpriseFolder_modifyIncidentReporter)
Edit Recorded Communication (SocialEnterpriseFolder_modifyRecordedCommunication)
Modify Recorded Communication: (SocialEnterpriseFolder_modifyRecordedCommunicationFromView)
Modify Witness: (SocialEnterpriseFolder_modifyWitness)
Record Communication (SocialEnterpriseFolder_recordCommunication)
Reassign Case (Supervisor_reassignCase)
Reassign Issues (Supervisor_reassignCaseIssuesByAge)
Reassign Case Issues By Type (Supervisor_reassignCaseIssuesByType)
Reassign Appeals (SupervisorAppeals_reassignCaseAppealsByDeadline)
Reassign Case Appeals By Type (SupervisorAppeals_reassignCaseAppealsByType)
Reassign Cases (SupervisorAppeals_reassignCasesWithAppeals)
Activate Case (TBBCCProductDelivery_activate)
Close Case (TBBCCProductDelivery_close)
Modify Case Closure (TBBCCProductDelivery_modifyClose)
Modify Case Details (TBBCCProductDelivery_modifyHeader)
Reactivate Case (TBBCCProductDelivery_reactivate)
Reassess (TBBCCProductDelivery_reassessBenefit)
Submit Case For Approval (TBBCCProductDelivery_submit)
Suspend Case (TBBCCProductDelivery_suspend)
Unsuspend Case (TBBCCProductDelivery_unsuspend)
Register Utility (Utility_register)
Verify Evidence (VerificationApplication_associateOutstandingEvd)
Verify Evidence (VerificationApplication_associateOutstandingEvdForPDC)
Add Proof (VerificationApplication_createParticipantVerificationItemProvision)
Add Proof (VerificationApplication_createVerificationItemProvision)
Add Unregistered Visitor (VisitationLog_addUnregisteredVisitor)
Unregistered Person Details (VisitationLog_modifyUnregisteredVisitor)
Add Unregistered Visitor (VisitationPlan_addUnregisteredVisitor)
Unregistered Person Details (VisitationPlan_modifyUnregisteredVisitor)