Adding a Service (Licensing)

  1. 1. Click Actions > New Service

    Click Actions > New Service

  2. 2. Select a service category

    Select a service category

  3. 3. Select a service

    Select a service

  4. 4. [OPTIONAL] Enter a referral date

    [OPTIONAL] Enter a referral date

  5. 5. [OPTIONAL] Enter the date the service was offered to a caregiver

    [OPTIONAL] Enter the date the service was offered to a caregiver

  6. 6. [OPTIONAL] Enter the date a caregiver accepted a service

    [OPTIONAL] Enter the date a caregiver accepted a service

  7. 7. Choose the service frequency

    Choose the service frequency

  8. 8. Enter a date of service

    Enter a date of service

  9. 9. [OPTIONAL] Enter a billable amount

    [OPTIONAL] Enter a billable amount

  10. 10. [OPTIONAL] Provide additional details

    [OPTIONAL] Provide additional details

  11. 11. Click 'Create Service'

    Click 'Create Service'

  12. 12. The service is now recorded

    The service is now recorded