How do I add a service record?

Overview

This article is for service providers: the agencies and staff who deliver services on a service referral. It explains how to add a service record, which is how you log a session, visit, or other service you delivered. Your referring agency uses service records to track services and to bill and pay for them.

How do I add a service record?

1. Navigate to Children & Youth on the top blue navigation bar.
2. Select Service Referrals in the dropdown.
3. Use the filters if you need to, then find the referral, click the  located under the Actions row, and select "View" from the dropdown menu. (Please note: You can only add service records to referrals that are In Progress.)
4. In the Records section, click "Add Service Record."
5. Select the person or people who took part in the service.
6. Select the Service Contract for what you delivered, such as Counseling, Mileage, or No Show.
7. Enter the date of the service and the amount to bill. What you enter depends on the contract. See What do I enter for minutes, miles, or units on a service record?
8. Add any notes the referring agency should know, then save the record.

Tip: If you're billing mileage, add the starting and ending addresses in the notes. It helps the referring agency review your record.

What if I can't add a service record?

You can only add service records to a service referral that has been accepted and is still open. If the service referral is still Pending, accept it first. If it's closed, contact your referring agency.