Navigating the Service Schedule Client form

The Service Schedule client form is comprised of the following fields and objects: Status: This is a drop down field that lists the status of the service schedule. Status values listed include Active, Cancelled, Unmet Need, Part Change, Cancelled with Charge and Override Details. Service Schedule: This is a drop down field that lists the client name and a description of the service type. Activity: This field lists a brief narration of the tasks associated with the delivered service. Client: This is a drop down field that lists the name of the participant. Invoice To: This is a drop down field that list the particulars of a third party that will be invoiced for the supports and services provided to the participant, for example a plan manager. Information will be sourced from participants funding record. Funding Source: This is a drop down field that lists the funding sources retained with Brevity. The funding source will default to value retained on the clients funding record. Client Funding: This is a drop down field that lists the client funding record associated with the service. Information listed includes Client name, funding source and description of the service type. Pricelist: This is a drop down field that lists the pricelist retained with Brevity. The pricelist will default to the values retained on the clients funding record. Calculated Cost: This field will lists a value that was calculated based upon the rate of the service item for under the nominated price list within the participants funding * number of hours within the service. Expense Total: This field lists a value that was calculated based upon the expense lines raised against the service schedule. Total Amount: This field lists the total of Calculated Cost and Expense Total. Comments: This feature is not applicable. Hourly Rate: This fields lists the hourly rate as per the price guide assigned to the clients funding record. Qty: This field lists the number of hours assigned to the service. Invoice: This is a drop down field that lists either the invoice batch or funding claim that the service was invoiced or claimed under. Override Hours: This field will identify that the scheduled start time, end time or both has been varied. Service Type: This is a drop down field that lists the service type. Override Start Time: This field would reflect a revised start time, set from the client service, which will coincide with the status being set as override. Override End Time: This field would reflect a revised end time, set from the client service, which will coincide with the status being set as override. Override Total Hours: This field would reflect a revised override hours. Cancellation Policy: This feature is not applicable. Cancellation Reason: This feature is not applicable. Expense Data grid: This feature is not applicable. Schedule name: This label lists the clients name.