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Going back in the Client Information below the Client Funding information, You'll see the Service Templates Information. Select the "Plus Icon" add a Service Template for the client.


The Service Template Information Window will come-up, Select the type of service information to be created and then Select the "Save Button" in the upper left portion of the window


The Items tab will now be available in the Service Template window, 


Fill-out all the necessary information being asked in the Items information page and then select the "Save Button" to save changes. Then select the "Close Button" located next to the "Save Button" to go back to the Service Template window.




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