Enrolling into home visiting services
- David Tisdale |
- 19 steps |
- 2 minutes
Data-Keeper
1
In this tutorial, we'll enroll a family into home visiting services.
2
On "Family Home", we see what services the family is currently receiving. They are on the Waiting List and also receiving Doula services.
3
Now, let's enroll this family into home visiting.
Click "Service Management"
4
Click the "+" button to add a service.
5
Click "Home Visiting".
Notice that any services the family is currently receiving is not offered in the list when adding another service.
6
Enter the family's enroll date.
7
Indicate which family members are being enrolled in this home visiting service period.
If there are additional family members to add to this service, add those members from the Family Home page. Then edit the service to add the new family members.
8
Click "Create"
9
Click "Close"
10
In the Family Service Management page, we can see "Home Visiting Services" has been added.
11
Now that the family is enrolled into home visiting, let's end their time in the Waiting List.
12
There are 2 options. Either click the pencil to edit the service period, or just click on the "End Waiting List Service" button next to it.
13
Let's click the "End Waiting List Service" button.
14
Enter the End Date.
15
Click "Save"
16
Services have been updated.
This family is now currently in home visiting and doula services.
17
18
Click "Family Home"
19
Here we see "Family Current Services".
