Entering Service Deliveries in Consumer Groups.

Consumers

Scroll down the list until you find the Consumer Group titled, “PSA2 – Colfax County – Aggregate Guests” and double left click on the row.

09/2014

The Service Delivery screen will appear with all pertinent in formation already entered; Provider Site (if applicable) Service Category Service Subservice

Notice that the Subservice is listed as CM – Non-Reimbursable.

The Non-Reimbursable Subservice is used for ALL services provided to Guests and Staff.

An exception to this rule would be for Services provided to Unregistered Consumers, the Subservice would be “other”.

Left click on the arrow to the right of the space labeled “Care Program”. A list of Care Programs associate with this Consumer Group will appear.

From the list single left click on the appropriate Care Program. The most common Care Program used is, “Senior Program-NAPIS Title III (B,C,D)”

The list will close leaving “Senior Program-NAPIS Title III (B,C,D)” in the space provided.

As you can see the Provider is already displayed

Follow the same procedure to identify the site (if applicable), Service Category, Service, and Subservice.

Confirm that the Service Month and year are correct.

If the Service Month and Year are incorrect you can change it by single left clicking on the Calendar icon found to the right of the Month/Year field.

A drop down box will appear with the year displayed across the bar on top.

You can change the Year by left clicking on the arrows to the left or right of the year displayed

You can change the Month by left clicking on the correct Month in the box below the Year.

The box will close leaving the Month and Year displayed.

Next enter the number of units as you learned earlier.

Once you have entered the Units you can save and close the service delivery by following the instructions for Save and Close.

That is how you enter Service Units into a Consumer Group.