Services Tracking (Licensing)

This article is about service tracking for caregivers

If you are looking for information about tracking services for children and youth, please refer to the Services (Case Management) article.

What are services for caregivers?

Services are forms of direct and indirect support provided to caregivers before, during, or after the licensing process. Binti enables tracking of services provided both by your agency and external agencies. Below are some examples from our current customers, but keep in mind that services are completely customizable to the needs of your individual agency. 

Examples:

  • Supportive - support groups, referrals to other service agencies, etc.
  • Tangible - safety equipment, school supplies, cribs, etc.
  • Financial - billing rate adjustments, incentives, stipends, etc.

How do I enable service tracking?

If you would like enable Services for your agency, please contact your Customer Success Manager. They will provide a template which will collect the following information: 

  • Service categories
  • Service names grouped by category
  • Service description (optional)
  • Service code (optional for billing/reporting)
  • Funding sources (optional for billing/reporting)

Once you have returned the completed template, your Customer Success Manager will follow-up with next steps.

How do I record a service for a caregiver?

The following step-by-step tutorial will show you how to record a service for a caregiver in the Licensing module.

 

How do I view service history for a caregiver?

Screenshot of Services page in Binti

To view the history of services provided to a caregiver, complete the following steps: 

  1. Locate the desired caregiver on the Caregiver Applications page
  2. Click Actions > View Services
  3. You will be redirected to a service overview page

How do I modify a service for a caregiver?

The following step-by-step tutorial will show you how to modify a service that was previously recorded for a caregiver in the Licensing module.

 

How do I track all of my provided services?

All logged services are compiled into a Services Report. To learn more about this report, refer to the Services Report article

 

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