Visits/Services:

  1. The VISITS section indicates the various places the participant has gone to receive services and the dates of those visits.
  2. This screen also gives a view the services given section (summary of what is below), which indicates the different services that are being provided to the participant and by which agencies.
  3. The views can be customized to suit your preferences such as seeing a single participant or their entire household, viewing all visits or limiting one visit per provider, and showing every visit or just one per day.

Services:

Related to the screen above, Items/SERVICES is also available from the fly-out menu. (see below) Here you can assign additional resources for a participant AND view a summary of all resources given, along with the monetary values of those items. for the past 365 days.

Assigning a new resource (coat) for a participant:

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