When adding a service plan item or custom service plan item to a sub-goal, the case worker must specify the number of units authorized for the plan item and may optionally specify a rate authorized. The units authorized represents the number of units of the service that the participant is authorized to receive. The rate authorized is the amount of money that will be paid for each unit of the service associated to the plan item when it is delivered.
The total number of units to be delivered per plan item is also calculated and displayed. Each time a unit of the service associated with the plan item is delivered in CPM through invoice processing or attendance tracking, the number of units delivered is automatically updated on the plan item. This information cannot be updated by the case worker.
The number of units delivered, unit of measure of the service, and date of service delivery for each service or custom service plan item are displayed on the Tracking Gantt chart.