Service Item Options: Time Tracking

This article explains how Time Tracking options are set up for Service Items.

Overview

Time tracking allows users to associate a time duration with a service item. Time tracking options are only available if the Service Category is "Case Management."

Configuring Time Tracking

Toggling on Enable Time Tracking will display additional configuration options.

A default duration can be set with Default Time Tracking. Designate whether the Time Tracking Type should be recorded on the group or individual level.  If the amount of time should be adjustable from the default time, then toggle on Tracking Time Is Adjustable. 

Configuring Time Tracking for Attendance Based Case Management Service Items

For services where the Service Category is "Case Management" and the service item Delivery Type is "Daily Attendance" or "Multiple Attendance," toggling on Enable Time Tracking will display an additional configuration option.

"Tracking Time is Adjustable" and "Track Time per Attendance" cannot both be toggled on for the service item.

Time Tracking in the Client Record

Service items with time tracking enabled will display additional time tracking fields in the service item in the client record. The additional fields will allow tracking by the hour and by 15-minute increments. If Tracking Time is Adjustable is toggled on, those time options will still automatically display with the flexibility to adjust if needed. 

For services where the Service Category is "Case Management" and the service item Delivery Type is "Daily Attendance" or "Multiple Attendance," the time tracking configured at setup will automatically populate when that attendance service is provided. The user can adjust the time from the HISTORY tab in the client record or the History tab in the relevant program enrollment, if needed.

Updated: 02/13/2025