There may be a scenario in which a service or reservation that is linked to a program (i.e. program-based service) is provided outside of the Provide Services subtab of the Programs tab, such as when a service was provided or a reservation was made prior to the enrollment.
When this happens, the user must link this service to the program. An Agency Manager or System Administrator must enable Link from History when Setting Up A Program.
Once the controls for services are set up, the following instructions describe how to create the link for the client.
Linking a Service to a Program
To link a program-based service to its associated program, go to the Programs tab and select the Edit icon next to the Program.
Next, go to the History subtab and select the Link From History link.
Toggle the switch next to the service. Note that there may be more than one service. There may also be reservations listed here as well. This functionality also applies to reservations made outside of the Programs tab.
Select Link & Close to link the service to the program.
The service is now successfully linked to the program.