Service Note Settings and Generating

The Service Note is a report that documents all of the services provided on a specific date in order to justify your billing for a particular service. The Service Note pulls information from other parts in the system, so your staff do not need to take long narratives or do any additional report to generate it. On the service note, information staff has entered in the following places will be displayed:

• Attendance marked for a date/funding stream
• CareTracker items marked off that are connected to that program & funding stream

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Service Note Settings

What appears on the Service Note can be configured in Admin Tools->iCM-Settings->CareTracker Settings.

• System Admins and those Role's with access to Admin Tools can toggle the Service Note features noted below.

Service Note Generation

• To generate a Service Note from CareTracker

1. Go to the CareTracker module
2. Go the top right where it says Service Manager. Click the little drop down arrow and select Service Note.  Hint: You can also generate the monthly service report and the service note report from here.
3. Enter the info for the person and service you want to generate a service note for. (Consider if you only want to show tasks that have been completed and if so, Check the Show Provided Service Only box.
4. Click Generate and then you can print.

• To generate a Service Note from Attendance

1. First, your System Admin or other Roles with access to the Admin Tools must use the Attendance Setting tab and turn on the Compliance Meter.
2. From the Attendance module, Staff can click on the meter for that particular day and the Service Note will be generated.