Managing Family Services | Scribe

Managing Family Services

  • David Tisdale |
  • 0 step |
  • 8 minutes
  • Data-KeeperData-Keeper
In this tutorial, we'll review how to manage family services.
Starting from the "Family Home", review the current services the family is receiving.
On the right side of the current services table, you can choose to edit the service by clicking on the pencil button, or exit / end the service by clicking on the red exit arrow.
Let's end the Doula service.
Select the End Date.
And "Save"
The End Service pop-up window will close. You are still on the Family Home page. Now let's review the Family's Services. Click "Service Management"
The complete history will be shown on this page. Let's update the family's current home visiting service period.
When updating a home visiting service, you have 3 choices. 1, Edit the Enroll Date if it's incorrect. 2, exit the family from home visiting. Or 3, place the family on hold.
Let's place the family on hold by clicking the "Add Inactive / On Hold Period" button.
Choose the start date for the hold period.
Select the Hold Reason.
Click "Save"
Close the home visiting service period.
Return to "Family Home"
You can see here that the family's home visiting service is indicated as "Inactive / On hold".
Let's update Silver with birth information. Click on "enter birth info"
Complete Silver's birth information.
Click "Save"
Return to the "Family Home" page.
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