Services

Linking Service Items and Reservations to Program Enrollments

 

Service items, including reservations, recorded from the agency-level SERVICES tab can later be "linked" to a Program enrollment.

In order for services to be linked to program enrollment, several criteria must first be met:

1. Link from History must be toggled on in the setup of the program to which a service will be linked.

 

2. Only service items recorded at the same agency can be linked to program enrollments. Ensure that you are switched into the correct agency and that the service item(s) and enrollment are both provided by the same agency.

3. The enrollment must be active (no End Date).

To link a service item to a Program enrollment, navigate to either the HISTORY or PROGRAMS tab and click the Edit icon next to the program enrollment you would like to link to.

 

Within the enrollment, navigate to the History tab and click LINK FROM HISTORY.


Toggle the switch next to the service item(s) you would like to link to the enrollment and click LINK & CLOSE.

 

The service item(s) are now linked to the Program enrollment and will display both within the Services tab of the enrollment and as program-based service items in the client HISTORY tab.

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