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DDC Coordinators and Vendors can add services for clients and view services that have been conducted/rendered.

To Add a Client Service

Note: A referral must be made by DDC and accepted by a Vendor before client services can be entered.

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1. Click the 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 the Staff drop-down and click the staff who rendered the service if displayed.

8. Click Choose File or Click Link to Existing to attached required service documents.

9. Click Save.

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To Add a Non-Client Service

Note: A referral must be made by DDC and accepted by a Vendor before services can be entered.

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1. Click the Guardianship Program on the left navigation.

2. Click the Professional Guardians project.

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

4. 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)

5. 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.)

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

7. Click the Staff drop-down and click the staff who rendered the service if displayed.

8. Click the Vendor drop-down and click vendor.

9. Click Choose File or Click Link to Existing to attached required service documents.

10. Click Save.

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Service Rules

The below service rules apply and the system will not allow a service to be saved if it does not meet the acceptable criteria below:

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Tip: Manually entered services can be deleted or edited until they are bundled into an invoice.

To Edit a Service

From the Client’s Dashboard:

1. Click the Services tab.

2. Click the Service Transaction ID to open the service.

3. Make the necessary changes and click Save.

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To Delete a Service

From the Client’s Dashboard:

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