Adding a supportive service begins with the Service Plan Screen; however, the details for the specific service will be captured on the Service Detail screen. Once services have been added to the customer's case, you will be able to view a listing of them on the Service Plan (all services, completed and current).
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Step |
Action |
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1 |
Navigate to the 'Skill Development' tab on Case Detail. Click 'Add' from the Service Plan to begin adding a service. |
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2 |
Locate a provider by entering search criteria and clicking 'Search.' |
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3 |
If the search results in locating the correct provider, click the notepad image to add a service detail record for the selected provider. If the search does not result in locating the correct provider, either click 'Change Search Criteria' to perform another search or click 'Add Provider' to begin adding that provider's information to the database. |
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4 |
After selecting the provider, begin completing the Service Detail record by selecting the service type from the drop down list. |
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5 |
Enter the anticipated start date and the anticipated end date (the actual start date will need to be entered once the customer actually begins the service). |
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6 |
Select the status of the service.
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7 |
Click 'Save.'
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8
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A pop up box will appear that reads 'Click the OK button to add the cost associated with this Service.' If you click 'OK,' you are brought to the 'Add Cost Item' entry screen. If you click 'Cancel.' you return to the Service Plan on the Skill Development tab. |
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9 |
Adding a cost item allows the user to enter a Tracking Number (e.g., the gas card number), the cost type, the associated FMTS code, the date the cost was incurred and the actual cost. |
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10 |
After completing the Cost Item information, click 'Save' to return to the Service Detail record. |
Notes:
The Service Plan summary information will default to showing all active services. To see a historical view of services provided for this customer, click 'Show All'- located on the Service Plan tab.
The ability to Add a Cost Item is useful in the case of recurring services (such as the issuance of gas cards). Instead of having to create a new service record each time a gas card is given, simply edit the existing Transportation record by accessing the record and clicking 'Add Cost Item.'