Set up Family Case Services for a Program

Overview

Events available for Family Case service entry are those defined as being a service with the option Has Service Form Group? selected. Once services are entered, they will be available to Family Cases in the Service Entry area in the Family Cases module. In addition, these services are available when setting up a Billing Scheme, allowing them to be billable.

Setup Family Case Services for a Program 

1. Navigate to the following path: Agency Setup > Services Setup > By Program > Family Case Services.
2. Select a program and click Edit Form.
3. Select the Service Event. The name of the service that will be provided to Family Cases. These are defined in the Family Case Activities event category.
4. Select the Service Facility Type. This requires you to choose the type of facility enrollment. The facility type is typically the same type you entered for the placement/enrollment service entered for the program.
5. Select the Service Facility. Choosing a facility here will limit those available to the staff entering in this service. For example, if your agency has four offices, but only your main office administers this program on site, you would select your main office here. If all four offices administer this program, you would leave this empty. If your agency has four offices, but two of them administer this program, you would have to enter two Service lines in this form.
6. Select the Default Location. Default Location is used to identify the program location of the service provided.  

Notes: 

• The value you enter here is used by default in those situations where one is not entered/selected during a service entry.  
• The list of values for this field comes from the Location table in Table Maintenance.
• This location can then be used to link to a Place of Service Code in Finance that could be sent with claims for a service.

7. Select any of the following items:

• Can Submit? - Allows the service to be submitted to a supervisor for approval.
• Electronically Signed? - The service is electronically signed by the user or supervisor.
• Auto-Submit? - The service is automatically submitted when it is saved.
• Note Required to Submit? - Requires a staff note be entered before submitting to a supervisor.

6. Click Save.