• Introduction to Services

      Overview Services provide a way to record the assistance clients receive, from one-time events like utility assistance, to daily services like meals and shelter. Services can be provided at the client and household-level or to groups of clients. Services are created in a hierarchical fashion. An initial Service is created and then a Service Item or group of Items are created for the Service, allowing Service Ite...

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  • Creating and Editing Service Items

      Once a Service has been created, at least one Service Item must be associated with it for the Service to be operational. Multiple Service Items can be associated with a single Service. To create a Service Item, click Add Item within the Service Items section of the Service (figure 1).    figure 1   In the Services: Item Detail section (figure 2), complete the associated Service Item fields.   figure 2   Item T...

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  • Service Item Options: Geolocation

      Overview The Enable Geolocation feature within service items allows users to record geographic location information in a service item in a client record. That information is then displayed in an interactive map within the service item. Geolocation can be enabled for any service category, site, site type, or status.  Service items with Enable Geolocation toggled on will display an Add Location button when the ser...

  • Creating Outreach Contact Services

    The same process applies to creating General Services and Program Assigned Services, with the only difference being different service item configuration.  Creating Outreach Services The creation of Outreach Services is required for any program with Street Outreach as the Program Type. This page is designed specifically for Outreach Services, but information about generally Creating Services can also be referenced ...

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  • Service Item Options: Time Tracking

      Time tracking allows users to associate a time duration with a service Iiem. Time tracking options are only available if the Service Category is "Case Management". Toggling on Enable Time Tracking will display additional configuration options (figure 1). A default duration can be set with Default Time Tracking. Designate whether the Time Tracking Type should be recorded on the group or individual level.  If the...

  • Service Item Options: Funding

      Funding Options allows financial information to be associated with a Service Item.  By default, Automatically Charge will be set to "Do Not Charge". To configure funding options, select either "No Funding Source" or one of the available Funding Sources from the drop-down menu (Funding Sources are created and maintained in the Funding section of Agency Management) (figure 1).    figure 1   Additional configurati...

  • Service Item Options: Accounts

      This functionality helps agencies manage third party service vendors. Toggling on Enable Accounts will trigger the Account Options section to appear (figure 4).   figure 4 Here you can select Vendor for Account Type and whether or not it is required. Toggling on Account Required will require the field to be completed when the user is recording the service item. Accounts are added and managed under the Accounts ...

  • Service Program Options

      When Service Items are recorded in a client record, they can either be recorded as stand-alone services or linked to a program enrollment. In Program Options (figure 1), you'll indicate how all Service Items associated with a Service can be recorded in a client record. To select the Program Options for a Service, navigate to the Program Options section within the Service.    figure 1   There are three Program...

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