Services represent the kind of care you are providing for a Client or Facility.
Services are created with a Service Code attached. The Bill Code and Pay Code configurations on the Service Code will determine how the Service is paid or billed, once you have selected a Funder - that is, the entity who will be charged for the Service.
Services can have all kinds of entities attached to them, such as Forms or Required Skills. Generally, any attachments or configurations of the Service will be carried down to any Recurrences or single Visits created for the Service.
Create Service Codes
Service Codes are required for all payable and billable items, such as Visits and Premiums. The Bill Code and Pay Code configurations on the Service Code will determine how the item is paid or billed. Learn more here about how all these codes fit together.
Create or Edit a Service
Create a Service for a Client or Facility.
Service Status and Service Workflow Status
The status of a Client's Services can be updated independently of each other and the Client's overall status, according to the needs of your organization.
Workflow Statuses are assigned to Services in order to prioritize scheduling or coordination needs.
You can search and filter by Service Workflow Status and Service Status in the Services List.
Funding for Services
Funding Blocks indicate what quantity of a Service is payable by the Funder according to their ordinary guidelines. Funding Blocks are entirely optional.
When a Service has Funding Blocks and unfunded scheduled Visits, they cannot be approved in the Visit Approval page with any of the Batch Actions. However, they can be manually approved by the user. (Services without Funding Blocks are not subject to this logic.)
Beginning of a Service
When a new Service is created, there are three types of dates used to specify when a first Visit should take place.
These dates will auto-populate from Referrals that have been used to create a new Service or update an existing Service. They can also be manually entered and edited from the Service profile.
Once you have created and enabled at least one Reason Code, you will be prompted to enter a Reason Code whenever you override a first Visit date.
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