A case manager wants to assign a group of services to a client.

To ensure a case manager can assign a group of services to a client using the Case Plan Wizard, the following configuration is required:

Program with Goals and Action Item Templates:

A program in Salesforce should be configured with defined goals and action item templates.

Goals represent the objectives for the client, and action item templates provide the specific tasks or services that need to be delivered.

Steps to Configure:

Navigate to the Program Management Module in Salesforce.

Create or update the program to include the relevant goals that outline the objectives for the clients.

Define action item templates that detail the services or tasks that will help achieve these goals.

Using the Case Plan Wizard:

The Case Plan Wizard utilizes these predefined goals and action item templates to create a structured case plan for the client.

The case manager can select the appropriate goals and action items from the templates during the case plan creation process.

By having a program with goals and action item templates configured, the nonprofit ensures that case managers can efficiently assign and manage services for their clients.