View a specific plan from a wellness plans report

Modified on Fri, Jan 23, 2015 at 1:13 PM

An administrator can view information for a specific plan within a wellness plans report.

    1.    Within a wellness plans report, click the View Plan link to the right of a client. The Client Summary Page displays the selected plan in a new tab on the browser.

    2.    Close the tab to return to the wellness plans report.

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