1. ServiceLink Training Video Adding Partner-Provided Services
This video will show you how to add partner-provided services. Use Partner-provided services to document services provided to a client by agencies or organizations that are one-stop partners, but do NOT use ServiceLink for case management; that is, for those partners for whom a program registration and enrollment is either not available, or not active in ServiceLink in your state. Partner-provided services extend the client’s participation period.
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2. Locate the client for whom you want to add a partner-provided service on your My Cases page or by conducting a client search. Click the client’s name. On the client’s Case Details page, scroll down and click Partner-Provided Services. Click Add.

3. Select a funding source/enrollment. Click Continue.

4. Select the type of service. Select the status of the service
Select the type of service. Select the status of the service. Enter estimated start and end dates. Enter an actual start date, unless the service is in Proposed, Scheduled or Rescheduled status. If the service is in Completed, Exited w/o Completing, Failed to Report, or Unsuccessful Completion status, enter an actual end date. When you are finished, click Save.

5. The partner-provided service you added now displays on the client’s Partner-Provided Services page. If the service was added with a status of In Progress, Proposed, Rescheduled, or Scheduled, remember to update the service status later and add actual start and end dates. This is critical for managing the client’s participation. To edit or update a service, click the link in the Service column. To add another service, click Add. When you are finished, click Return to Case Details. The client’s Case Details page now also shows the partner-provided service you added.

6. Thank You!
Now you know how to add partner-provided services to the client record. Thank you for completing this training.