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HomeServicePointIn Depth: Service TransactionsHow to Enter Service Transactions (Step 6 of Services Workflow)

8.2. How to Enter Service Transactions (Step 6 of Services Workflow)

Service Transactions - June 2019

Service Transactions

It is very important that before you follow these steps and that you have already entered the household’s Entry into the program by this point. For services to count in your reporting, the Start and End dates/times of your services must fall between your Entry and Exit dates/times. By following the entire workflow this will happen naturally and no adjustments should need to be made.

  1. Click on Add Multiple Services from the Services dashlet on the Summary tab. (Whether you are only adding one Service or multiple Services in one sitting it’s important that you always use the Add Multiple Services button)

  2. Don’t checkmark any additional household members.

  3. Record the service Start Date. The End Date will automatically populate with the same date.

  4. Select a Service from the Service Type list. (SSVF providers may also need to select the SSVF Service or Financial Assistance Type that matches what was selected in the Service Type list and also enter SSVF Financial Assistance Amount).

    If the Service is a financial service:

    1. Click Add Funding Source:

    2. Click the icon next to correct funding source to add it (e.g. HCRP, VA, YHDP)

    3. Enter the Amount.

    4. Click Calculate.

  5. Select Status of Need and answer Fully Met.

  6. Select Outcome of Need and answer Closed.

  7. To record additional Services, click Add Another.

  8. When you are done with services, click Save & Exit.

  9. Click the Client Information tab to return to Summary.

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Which Service Transactions to Enter