Participant Services

Coordinators and Providers can add services for participants and see services that have been conducted/rendered.

To Add a Service

From the Participant’s Dashboard

1. Click the Services 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.

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6. Click Save. The system will bundle all services and create invoices every Sunday night.

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

To Edit a Service

From the Participant’s Dashboard

1. Click the Services tab.

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

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3. Make the necessary changes and click Save.

To Delete a Service

From the Participant’s Dashboard

1. Click the Services tab.

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

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