View or Edit Agency Services

The services offered through an agency are established in the Financial area for selection on case records. These include no-cost and standardized services.

View the services an agency provides or administers as follows:

1. Click the Financial tab at the top of the screen.

2. Click the Services tab.

3. Click the Maintain Service link on the left navigation bar. The Agency Services Search Criteria screen appears automatically populating your agency name and ID.

4. Select Service Category.

5. Select Service Type.

6. Click Search. The Agency Services Search Results table appears displaying services associated with service category and type.  

7. Click Edit to edit the service description or cost. The Agency Services Details screen appears.

8. Click Maintain Service Costs. The Standardized Cost Details screen appears.

9. Enter Date in Effective Date field. Select Unit of Measure.  Enter costs in the Standardized Cost field.

10. Click Add Cost Factor. The Cost Factors Details screen appears. Enter additional cost factors. Click Calculate. Click Save. You are returned to the Standardized Cost Details screen.

11. Click Save. You are returned to the Agency Services Details screen. The service and additional cost factored populate in the Maintain Service Costs table.

12. Click Save. You are returned to the Agency Services Search Criteria screen.