Non-Program Service Forms are used to record services provided to Households/Participants or Businesses/Entities that are not tied to a Program Enrollment. Examples include general phone calls, food donations, and volunteer hours.
Types of Service Templates
There are three types of Non-Program Service Forms:
- Donation – Used only for Business Records to capture donations made to an agency.
- NP Services (Non-Program Services) – Used for Household/Participant or Business Records to record services outside of Program Enrollments.
- Volunteer Time – Used only for Business Records to track volunteer hours or board training hours.
Using a Non-Program Services Form
- Search and open the household or business record.
- Ensure the correct work template with the Non-Program Service Form is selected.
- Go to the “Enrollments, Services, Outcomes” section and select the Non-Program Services page.
Creating a New Non-Program Service
- Click the green "+" next to “Services” to open the “Manage Service Information” page.
- Fill out the Basic Information page, including selecting the appropriate Service Group Items.
- Click SAVE & CONTINUE to access additional pages.
Additional Pages
- Referrals Page – Allows internal or external referrals. Select a recipient, click the envelope icon, and send the referral via email.
- Expenditure Page – Record expenditures made outside of program enrollments (e.g., transportation or medication costs). Click the Expenditure tab, enter the amount, and save.
- Funding Page – Track expenditures against funding sources. Select the funding source, enter the amount, and save.
- Outcome Page – Record outcomes with at least the Date Achieved and Outcome fields. Save the record once completed.
Business-Only Non-Program Services
- Open the Business record, choose the correct template, and go to Non-Program Services.
- The page displays basic business details and a list of previously recorded services.
Donation Form (Business Only)
- Click the green "+" next to “Services” to open the Basic Information page.
- Choose Donation as the Non-Program Service Form Type.
- Fill out the required fields and select the appropriate Service Descriptions.
- Click SAVE or SAVE AND CLOSE.
Volunteer Time Form (Business Only)
- Click the green "+" next to “Services” to open the Basic Information page.
- Choose Volunteer Time as the Non-Program Service Form Type.
- Fill out required fields and select Service Descriptions.
- Click SAVE or SAVE AND CLOSE.