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Service Program Options

This article explains how to configure service items to be available as standalone services, or through a program enrollment, or both.

Table of Contents

Overview

When service items are recorded in a client record, they can be recorded as stand-alone services or linked to a program enrollment. For details on configuring service items, refer to the Creating and Editing Service Items article. Stand-alone services are recorded from the Services tab in the client record. Services linked to a program enrollment are recorded in that enrollment's Services tab. 

In the Program Options settings, you'll indicate how all service items associated with a service are recorded in a client record.

Managing Program Options

To manage existing Program Options, navigate to Manage > Services > [Service name] > Services: Detail; scroll down to Program Options. For new services, the Program Options section will appear only after the initial set of details has been saved. For details on creating a new service, refer to the Introduction to Services article.

There are three Program options:

  • Services Only: Service items can only be recorded as stand-alone services. These service items are recorded under the Services tab in the client record.
  • Services and Programs: Service items can be recorded under the Services tab in the client record (in the same manner as a Services Only service item) or within the Services tab of a client's program enrollment.
  • Programs Only: Service items can only be recorded within the Services tab of a client's program enrollment.
The program options section showing the available 3 options

 

Note: Attendance-based service items have additional settings that may help determine your choice for Program Usage. For more details, refer to the articles Creating and Editing Service Items and Setting Up Night-By-Night Emergency Shelter Programs and Services.

After selecting the appropriate Program Usage option, toggle the program(s) to which the service items will be available.

 

Note: If an attendance-based service item has more than one program toggled on in the Program Options settings, users cannot specify which program an attendance record should be linked to; the Attendance Module does not include a program selector. Using the program drop-down filter to search in the Attendance Module only narrows which services are displayed; it does not determine which program a record is linked to.

When a user creates an attendance record, the system automatically links it to the client's active, qualifying enrollment with the most recent Start Date. If two qualifying enrollments start on the same date, the system may not link the service to the intended program, and there's no way to choose which one it uses.

If unambiguous program linkage is required, configure a separate service item for each program rather than toggling multiple programs onto a single service item.

Configuration Resources

The following configuration resources were noted in this article:

 

Updated: 09/17/2026