VIDEO: Agency Admin - Services tab

Agency Admin - Services tab

Agency Admins, learn how to create new and edit existing services and service groups, add sites to services, set services to trigger a quick assessment, and more. Reference the time-stamped table of contents below to jump to each topic.

Please note:

➺ A service cannot be assigned within the date range of an active service of the same kind. For example,

if your Agency provides a client service X for a month, the client cannot be assigned service X until the previous service has expired.

Topics covered in this video: 

• 0:32 - Service Navigation  
• 2:33 - Add Agency Service 
• 8:32 - Quickly jump to another service 
• 8:53 - Create Quick Agency Service  
• 9:41 - Assign Quick Service in client profile 
• 12:02 - Set Service to Trigger a Quick Assessment 
• 12:58 - View Service triggering a quick assessment in client profile 
• 14:38 - Add Referral Service  
• 16:17 - View Family service assignment in client profiles 
• 17:25 - Add Referral Service 
• 18:29 - Add Site to Service 
• 19:03 - Add Service site to client profile 
• 20:03 - Service Groups