Services

Introduction to Services

 

Overview

Services provide a way to record the assistance clients receive, from one-time events like utility assistance to daily services like meals and shelter. Services can be provided at the client and household level or to groups of clients.

Administrators set up services in a hierarchical fashion. After an initial service is created, a service item (or group of items) is then created for that service, allowing service items to be grouped categorically. This article will cover the steps involved in creating a service.

 

Creating a New Service

Navigate to the Launchpad and click MANAGE > SERVICES > ADD NEW SERVICE. 

 

There are five fields to complete in the CREATE A NEW SERVICE section.

 

Service Title: the name of the service. 

Note: Service Title can't include the < symbol (e.g. "<Test Service").

Category: provides a way of organizing service items, is used for reporting purposes, and, in some cases, determines subsequent configuration options for service items.

Category options include both general classifications (Food, Housing, Life Skills) and Federal partner programs (PATH, RHY, HOPWA). Category options are maintained by Bitfocus and not editable by system administrators. To locally categorize service items, system administrators may wish to use Service Taxonomy

There are 33 Category options. The following categories are related to Federal Partner program reporting, which requires specific service item configuration to capture HMIS Data Elements: 

    • Coordinated Entry Events: Data Element 4.20 Coordinated Entry Event non-housing events (Event values 1-9 and dependent values for values 2 and 5)

    • HOPWA Service: W1 Services Provided - HOPWA and W2 Financial Assistance - HOPWA

    • PATH Funded Service: P1 Services Provided - PATH Funded and P2 Referrals Provided - PATH

    • RHY Service: R14 RHY Service Connections

    • VA SSVF Service: V2 Services Provided - SSVF and V3 - Financial Assistance - SSVF

    • HUD-VASH Voucher Tracking: used for recording V8 HUD-VASH Voucher Tracking

    • RETIRED (Outreach and Engagement): category for retired HUD Contact services  prior to 2017 HUD Data Standards

    • RETIRED (Outreach Contact): category for retired HUD Contact Services introduced in 2017 HUD Data Standards

Case ManagementEmploymentand Housing Category selections trigger specific configuration options. All other options are not tied to Federal Partner reporting, have no special configuration options, and can be used by administrators however they see fit. 

Site: the type of location in which the service is provided.

Site Type: the setting in which the service is provided. This configuration determines subsequent service setting options. "Residential: special needs only" and "Residential: special needs and non-special needs" should be selected for Housing Services. 

Status: whether the service is active or inactive (e.g., year-round vs. seasonal services).

After completing these fields, click ADD RECORD

Editing an Existing Service

To edit an existing service, hover over the service and click either the edit or the trash can icon.

 

Note: if a service has associated service items, it cannot be deleted. The associated service items must first be deleted, following the procedures outlined in Creating and Editing Service Items

 

Next Steps

Once a service is created, there are additional required and optional steps to configuring a service:

Required:

Optional:

Note: A service must have at least one service item to be operational.