Page Comparison

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From the Client’s Dashboard:

1. Click the Services Referrals tab.

2. Click the Add Services button and click the appropriate service.

3. Click the Funding drop-down and click the appropriate fund. (Note: If only 1 Fund Source exists, you can skip this step and the system will auto-select)

4. Click the Date of Activity field and enter the date the service was rendered. Date Format mm/dd/yyyy. (Services must be entered no more than 30 days after they were rendered and within the Referral period.)

5. Click the Cost of Activity field and enter the $ amount. (Note: If the service has a designed fee, this step is not needed)

6. Click the appropriate Activity Type(s) if displayed.

7. Click Save.

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