Services

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

To Add a Service

From the Client’s Dashboard:

Click the Referrals tab.
Click the Add Services button and click the appropriate service.
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)
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.)
Click the Cost of Activity field and enter the $ amount. (Note: If the service has a designed fee, this step is not needed)
Click the appropriate Activity Type(s) if displayed.
Click the Staff drop-down and click the staff who rendered the service if displayed.
Click Choose File or Click Link to Existing to attached required service documents.
Click Save.

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:

Service Name	Fee Schedule Amount	Service Rules
Professional Guardianship - face-to-face	$325.00	Can only be billed once a month per client per calendar month. Cannot be billed in the same month for the same client as “Professional Guardianship – Intensive Support Incentive” or “Professional Guardianship-Non-face-to-face/Exceptions” Rendering staff must have a National Certified Guardian and Background Check uploaded.
Professional Guardianship – Intensive Support Incentive	$650.00	Can only be billed once a month per client per calendar month. Cannot be billed in the same month for the same client as “Professional Guardianship- face-to-face” or “Professional Guardianship-Non-face-to-face/Exceptions” Rendering staff must have a a National Certified Guardian and Background Check uploaded.
Professional Guardianship-Non-face-to-face/Exceptions	$325.00	Can only be billed once a month per client per calendar month. Cannot be billed in the same month for the same client as “Professional Guardianship- face-to-face” or “Professional Guardianship – Intensive Support Incentive” Rendering staff must have a a National Certified Guardian and Background Check uploaded.
Non-Billable Client Encounter	$0.00
90 Day Court Report	$500.00	Must be billed within 90 days of Guardianship Acceptance.
Annual Court Report	$0.00
Final Client Report	$0.00	Must be billed within 7 days of Notification of Death.
Treatment Guardian face-to-face	$85.00	Can only be billed once a month per client per calendar month. Rendering staff must have a a Treatment Guardian Certificate and Background Check uploaded.
PET-Petitioning Attorney Petition	$675.00	Can only be billed once per client per case. Rendering staff must have a State Bar License and Background Check uploaded.
Extraordinary Costs	Manually entered	Can only be billed once a month per client per calendar month.
GAL-Guardian ad Litem	$650.00	Can only be billed once per client per case.
CV-Court Visitor	$325.00	Can only be billed once per client per case.
PET-Petitioning Attorney Transfer	$450.00	Rendering staff must have a State Bar License and Background Check uploaded.
PET-Petitioning Attorney Hearing	$225.00	Can only be billed once per client per case. Rendering staff must have a State Bar License and Background Check uploaded.
Court Hearing	$0.00
Guardianship Acceptance	$500.00	Can only be billed once per client per guardianship appointment. Rendering staff must have a National Certified Guardian and Background Check uploaded.
PET-Petitioning Attorney Emergency Case	$450.00	Can only be billed once per client per case. Rendering staff must have a State Bar License and Background Check uploaded.

The system will bundle all services and create invoices at 12:01am on the 1st and 16th of every month.

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:

Click the Services tab.
Click the Service Transaction ID to open the service.
Make the necessary changes and click Save.

To Delete a Service

From the Client’s Dashboard:

Click the Services tab.
Click the Trash Can Icon for the appropriate service. The service will be removed.