Services

Service Program Options

 

When service items are recorded in a client record, they can either be recorded as stand-alone services or linked to a Program enrollment. Stand-alone services are recorded from the Services tab in the client record. Services linked to a Program enrollment, or Program services, are recorded within a Program enrollment (for more information on recording services, see Recording Service Items).

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

Navigate to the Program Options section within the service.

 

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 same manner as a "Services Only" service item. Additionally, service items can be recorded within a program enrollment. 
  • Programs Only: Service items can only be recorded within a program enrollment. 

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