Recording and Editing Service Items in the Client Record


Service Items represent unique units of a service that can be recorded in a client record. Service items can be recorded as a stand-alone service at the agency level (under the SERVICES tab), within a Program enrollment, or both (depending on how the service is configured).


Accessing Agency-Level Services (Stand-Alone Services)

In the client record, click the SERVICES tab. A list of service items appears. 

Accessing Service Items from an Enrollment (Program Services)

Locate the enrollment in the HISTORY tab or in the PROGRAM HISTORY section of the PROGRAMS tab. Click the Edit icon. 

Within the enrollment, click the Provide Services tab. A list of service items appears.


  • You can only access service items within an enrollment if the enrollment is active (i.e., an exit has not been recorded for the enrollment).
  • You can record service items during enrollment or after enrollment (but before exit).
  • The ability to record service items within another agency's Program enrollment depends on that Program's Cross Agency Service setting. 

Recording Service Items

To record a service item, click the arrow next to the Category of the service item. Additional service item configuration options will display. 

Service items with an "Other" category for Moving On Assistance Provided, VA SSVF Service, and HUD-VASH Voucher Tracking services will include an Other-Specify field for you to enter a description of the service item. The system will underline the field in red if you click SUBMIT without completing the field.

All service items have a date field or fields and a Service Note field.

  • Service items configured with a "Long Term" or "Daily Attendance" Delivery Type will have a Start and End Date.
  • Service items with a Delivery Type of "Multiple Attendance" or "Single Event" have just one date field, which the system will record as both the Start Date and End Date for the service item.

Note: You cannot add dates that are before January 1, 1970, or after January 1, 2038.

If Group Placement Options is enabled for the service item, you can record the service item for other household members.


Depending on a service item's configuration, the following additional fields may appear:

  • Funding
  • Time Tracking
  • Accounts
  • Employment
  • Reservation Management


Some service items will include fields for funding information, displayed according to the service item's Funding configuration:

  • Expense Amount: either an adjustable or a pre-determined amount that cannot be modified, based on the Default Amount and Adjustable settings within the service item configuration
  • Expense Date: user-selected date associated with the funding source
  • Funding Source: an adjustable or automatically set funding source, based on the Automatically Charge and Adjustable settings within the service item configuration


When you record a service item for multiple household members, the Expense Type setting determines whether the expense amount will be applied once or if it will be applied for every family member who receives the service item.

Time Tracking

If Time Tracking is enabled for service items with a Service Category of "Case Management," you will see Time Tracking fields when you record the service item. This feature allows you to track how much time you spend providing the service.

  • If Tracking Time is Adjustable has been enabled for the service item, you will be able to select the amount of time you spent providing the service by selecting options from the drop-down menus for hours and minutes.

    For example, you would record a 90-minute case management session by selecting "1 hour" and "30 minutes."
  • If Tracking Time is Adjustable has not been enabled for the service item, you will not be able to adjust the Time Tracking fields. 

Service items of any category with a "Multiple Attendance" Delivery Type will include a Time field for recording the time of day when you provided the service.


If Account Required is enabled for a service item, you will need to select a vendor from a drop-down list when recording the item. 


If Employment Placement is enabled for a service item, you will see fields for entering the client's Hourly Wage, Hours Per Week, Position, and Employer.

Reservation Options

For information about recording services with Reservation Options, see Making and Managing Reservations

Automatic Service Placement

If Auto Service Placement is enabled for a Program, the system automatically records services to a client record immediately upon Program enrollment. A pop-up lists the recorded service items.

Linking Service Items to Program Enrollments

Service items that were initially recorded as stand-alone service items can be "linked" to a Program enrollment if appropriate.

Viewing and Editing Service Items

After you record a service item in a client's record, you will be able to see it in the client record HISTORY tab. You can also see the service item in the Program-level History tab if you recorded it within an enrollment.

Note that Attendance services have special configurations that can be edited in the client record history.