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 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.