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Adding services to a family
David Tisdale |
0 step |
2 minutes
Data-Keeper
In this tutorial, we'll walk through how to add an additional service to the family like Doula services.
First, go to "Families".
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Before selecting a family, let's configure the family drop-down list. Click on the drop-down setting button next to the search icon.
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In the configuration list, you can choose which families you want to show in the the drop-down menu based on the services they are receiving.
In this tutorial, we're wanting to access the Bunnymen family who is currently on the Waiting List.
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Click the "Waiting List" field.
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But let's go ahead and turn all services on so we can see all families.
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Click "Save"
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Now we can select the Bunnymen family.
Notice how in the family list, those with services other than home visiting have the service listed to the right of their name.
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This family is currently on the "Waiting List"
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Click "Service Management"
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Click the "+" button at the top right to add a service.
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Let's add doula services to the family.
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Select the start date for doula services.
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Under Family Members, choose which members are to be included in the doula services.
Note, the primary guardian will always be included in any services the family is receiving.
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Click "Create"
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Click "Close"
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From the Service Management page, we can now see that the family is receiving "Doula Services". The family is also still waiting to be enrolled in home visiting.
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Navigate back to the family home.
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On "Family Home", we see what services the family is currently receiving.
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