Add care plan participants to benefit sessions according to the participants’
availability and preferences by editing the care plan, or by using the Benefit Disbursements
component on the care plan record.
Required Editions
Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition
availability.
User Permissions Needed
To access care plans:
Care Plans Access permission set
OR
Education Cloud Full Access permission set
To access benefits, benefit types, benefit schedules, benefit sessions, and recurrence
schedules:
Advanced Program Management permission set
OR
Education Cloud Full Access permission set
Enroll a Participant by Editing a Care Plan
From the App Launcher, find and select Care Plans.
Select a care plan, and then click Edit Care Plan.
Click Next.
Review the benefits in the plan. If needed, add one or more benefits.
Click Next or Add.
Select the benefit, and make sure that the care plan participant is enrolled. To enroll a
case participant in the benefit, click Add Enrollee.
Under Disbursed Benefits, click Enroll.
Select the benefit sessions, and then click Done.
Save your work.
Enroll a Participant by Using the Benefits Disbursements Component
From the App Launcher, find and select Care Plans.
Select a care plan.
On the Benefit Disbursements tab, find the assigned benefit, and then click
Enroll.
Select the sessions, and save your work.
The sessions appear on the Planned tab in the Disbursed Benefits list.
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