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This page guides you through the creation of new and the management of existing service delivery records.

These are the topics on this page

Introduction

The support Coordination Service Delivery screen lists the records raised for the amounts being claimed by the Service Coordinator for the services delivered to a plan managed client. The records listed are created through the this module as well as through the budget utilisation section or the client's support coordination record.

Navigating the Support Coordinator Service Delivery Record

Expand
titleClick to expand a preview the fields that comprise the Service Delivery page.

The following is an outline of the fields that comprise the Service Delivery Record form:

  1. Name: This field is used to specify the name of the service delivery record, the input of data is optional.

  2. Support Coordination Service: This field is used to specify the name listed on the Support Coordination Service record.

  3. Support Coordination Service Provider: This is a drop down field that lists the names of individuals and organisations that are registered within Brevity as a provider of support coordination services.

  4. Date From: This field is used to list the start date of the service delivery.

  5. Date To: This field is used to list the end date of the service delivery.

  6. Description: This field is used to describe the service(s) being delivered.

  7. Total Hours: This field is used to define the total hours involved in the delivery of the service(s) .

  8. Expense Total: This field is used to define the total cost of expenses involved in the delivery of the service(s) .

  9. Total Claim Amount: This field is used to define the total cost of the service(s) being claimed.

  10. Internal Comments: This field is used to register ad-hoc or incremental notes.

Adding a Service Delivery record

To create a Service Delivery record observe the following steps:

  1. Select the Care Management>Service Delivery sub-menu.

  2. From the support Coordination Service Delivery screen, click the + New button to open up the New Service Delivery Record form

  3. Input the service delivery details, ensuring to observe that information is input into the mandatory fields that are denoted with the *.

  4. Once done, click on the save button to create a new service delivery record. 

Editing the Service Delivery record

To edit a Service Delivery record observe the following steps:

  1. Select the Care Management>Service Delivery sub-menu.

  2. Search for the service delivery record from within the support Coordination Service Delivery list.

  3. Highlight the service delivery record to be edited.

  4. Either click on the edit button or double click on the service delivery record to open it within the support Coordination Service Delivery form.

  5. Edit the service delivery details.

  6. Once done, click on the save button to save the revised service delivery detail.

Delete the Service Delivery record

To delete a Service Delivery record observe the following steps:

  1. Select the Care Management>Service Delivery sub-menu.

  2. Search for the service delivery record from within the support Coordination Service Delivery list.

  3. Highlight the service delivery record to be deleted.

  4. Select the "Delete Button" in the upper right portion of the window.

  5. Select the OK button from the Delete Record dialogue, to remove the selected record.

Adding a Service Delivery through support coordination record

To create a Service Delivery record against a support coordinator record observe the following steps:

  1. Select the Care Management>Support Coordinator sub-menu.

  2. Search for the support coordination record from within the support Coordination list.

  3. Highlight the support Coordination record to be edited.

  4. Either click on the edit button or double click on the support Coordination record to open it within the support Coordinator form.

  5. Scroll down to the services panel and select the + Add button to open the New Support Coordination Service record form

  6. Input the support coordinator delivery details, ensuring to observe that information is input into the mandatory fields that are denoted with the *.

  7. Select the Save button

  8. Scroll down to the budget utilisation panel and select the + Add button to open the New Support Coordination Service Delivery record form.

  9. Input the service delivery details, ensuring to observe that information is input into the mandatory fields that are denoted with the *.

  10. Once done, click on the save button to create a new service delivery record. 

  11. Exit back to the Support Coordinator record.

Activate and Deactivate a Service Delivery record

To edit the activity status of a Service Delivery record observe the following steps:

  1. Select the Care Management>Service Delivery sub-menu.

  2. Search for the service delivery record from within the support Coordination Service Delivery list.

  3. Highlight the service delivery record to be edited.

  4. Either click on the edit button or double click on the service delivery record to open it within the support Coordination Service Delivery form.

  5. To deactivate the Service Delivery record select the Deactivate button . Deactivating the record will set it to read-only.

  6. To activate the Service Delivery record select the Activate button.

  7. Once done, you can exit back to the Support Coordination Service Delivery List.