When adding a service plan item or a custom service plan item to a sub-goal, the case worker may optionally specify either a provider type or a provider for the plan item to indicate either a specific provider or type of provider from which the participant is authorized to receive the service.
The case worker must specify the number of units authorized for the plan item, and may also optionally specify an authorized rate for the plan item, as well as the frequency at which delivery of the service offering associated with the plan item must occur. The case worker can also choose to rename the plan item.
When creating the plan item, the case worker can also record referral details, along with a referral attachment, if it exists. The case worker can also choose to add a nominee for the plan item, which will be used to specify the designated payee for any payments made resulting from the delivery of the service to the participant.
When a service plan contains service plan items or custom service plan items, the following information, if it is available, will be contained in the service plan contract: provider or provider type, units authorized, total units authorized, rate authorized, and frequency.