This page guides you through the creation and management of Support Coordination service records.
These are the topics on this page
Introduction
Service records are a component of the Support Coordination record profile which list both the service requirement and the quotation for supports and service with service providers that will assist the participant in reaching their goals.
Navigating the Support Coordination Service page
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The following is an outline of the fields that comprise the Service form:
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Creating a Support Coordination Service record
Service records can either be created at the same time that the Support Coordination record is created, or they can be created when the record is updated. To create a service record observe the following steps which are based upon an update to the Support Coordination record:
Select the Care Management>Support Coordination sub-menu to open the Support Coordination List page.
Search for the Support Coordination record from within the Support Coordination List page.
Highlight the Support Coordination record to be edited.
Either click on the edit button or double click on the Support Coordination record to open it within the Support Coordination page.
Select the
Add new record icon to open the New Support Coordination Service record page within the browser.
Within the name field input the particulars of the service or support that's required by the client.
Within the comments field input a narrative of the support and/or services required.
Within the support item field, either input the service type or click the drop down list to select the required value.
Within the Date From field specify the service start date. The date can be specified as free text or by using the calendar picker.
Within the Date To field specify the service end date. The date can be specified as free text or by using the calendar picker as shown in the preceding step.
Within the Approved budget field input the budget amount allocated for the support and/or service.
Select the Save button to create the record and update the Service data-grid with the details of the new record.
Select the Close button to exit back to the Support Coordination page.
Additional Information
For additional information on creating Support Coordination Service Provider records and Support Coordination Service Delivery records refer to the following topics:
Edit a Support Coordination Service record
To edit a Service record observe the following steps:
Refer to steps 1 - 4 as outlined in the topic above; Creating a Support Coordination service record.
Highlight the service record within the data-grid that is to updated.
Double-click the service record to open Edit Support Coordination Service record within the browser.
Apply the required edits to the service record.
From the Service record you can select the :+: Add record icon to assign Support Coordination Service Provider and Support Coordination Service Delivery recordsSelect the Save button to update the changes made.
Select the Close button to exit back to the Support Coordination page.
Delete a Support Coordination Service record
Although not recommended, and you are referred to the notes on record deactivation, to delete a Service record observe the following steps, off which there are two approaches available. Please observe that deleting the service record will also remove any Service Provider and Service Delivery records that have been assigned against the service record.
Deleting from the Service data-grid
Refer to steps 1 - 4 as outlined in the topic above; Creating a Support Coordination service record.
Highlight the Service record listed within the Service data-grid that is to be deleted.
Select the Delete icon located to the right of the record to present a pop-up screen
Select OK to confirm the deletion. The Service data-grid will automatically refresh.
Deleting from the Service record
Refer to steps 1 - 5 as listed above.
From the Service data-grid, highlight and double click on the service record to open the Edit Support Coordination Service record page within the browser.
Select the DELETE button from the ribbon bar
Select OK to confirm the deletion.
Select the CLOSE button to exit the page
Activate and Deactivate a Support Coordination Service record
To edit the activity status of an existing Service record observe the following steps:
Select the Care Management>Support Coordination sub-menu to open the Support Coordination List page.
Search for the Support Coordination record from within the Support Coordination List page.
Highlight the Support Coordination record to be edited.
Either click on the edit button or double click on the Support Coordination record to open it within the Support Coordination page within the browser.
Highlight and double click on the service record to open it within the Edit Support Coordination Service record page within the browser.
To deactivate the Service Record select the Deactivate button. Please note that the record will remain listed within the data-grid
To activate the Service Record select the Activate button.
Once done, you can exit back to the Support Coordination List.