This page guides you through the process of transitioning service type records.
Introduction
Managing the change of service types is undertaken through the Change Service Type interface which is accessed through the Administration > Change Service Type sub-menu. For additional information on this feature refer to Bulk Change Service Types topic.
Navigating the Change Service Type
The Change Service Type feature is comprised of two screens.
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From Service Type: This field provides a listing of existing service types within the Brevity product. Select or typed in the applicable service type that is to be changed. To Service Type: This field provides a listing of existing service types within the Brevity product. Select or type in the applicable service type that you are transitioning the from service type to. Effective Date: This field is used to specify the effective date of the service type change. Date can either by typed in or set through the date picker. Next Button: This object will move your through to the second page, that lists the existing client funding records that are to be transitioned to the new service type. |
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Back Button: This object will move you back to the first page. Search: This field is used to filter the client funding records presented within the funding list. Client Funding List: A listing of the client funding records that hold the service type that is to be change. Change Service Type Button: This object will update the service type for the individual client funding records selected within the funding list. |
Changing a Service type
To switch over a service type observe the following steps:
Select the Administration> Change Service Type menu option to open the Change Service Type page within the browser.
Within the From Service Type field select the service types that is to be changed.
Within the To Service Type field select the service types that is being changed to.
Within the effective date field input the date of service type change.
Click the Next button
Select from the funding records listed the records that are to updated.
Click the Change Service Type button.