Service Categories

Part of Case Management Standalone Suite

A service category is a classification of services that the person is eligible for given their funding model for Case Management. Each Case Management agency can set their own Service Categories under Admin Tools -> Manage Service Category. These then are available to select from the person supported’s profile.

Here's How:

1. Login
2. Go to the individual list and search for the individual by last name. 
3. Click on the Profile button. 
4. Once in the profile, go to the Program tab. 
5. Click on the program where you want to add the service category. 
6. Go to the Service Categories tab. 
7. Click the green Attach Sub Category button.  
8. Select the service sub-category, start date, and effective date.  
9. Click the green Update button.  

Video:

Click here for a 5 minute video, passcode below.

Passcode: 

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