After program enrollment, services can begin, including monetary benefits, counseling, or group events. empowOR provides customizable service forms to ensure comprehensive data entry. This template is designed for individual services within a household-based program.
Steps to Add and Use a Service Form
- Administrator Setup:
- Navigate to Admin > Program Info > Manage Programs
- Add a Service Group and Services to the program
- Save the service to enable form customization
- Basic Information Entry:
- Fill in Basic Information fields and click SAVE
- Select Service Form and enter:
- Date of Service
- Participants Receiving Service
- Amount/Units (if applicable)
- # People Served
- Follow-Up Date
- Staff Assignment
Funding Tracking
- Track funding sources by clicking FUNDING in the ribbon
- Click SAVE AND ADD NEW to record funding use
- Enter:
- Funding Source (from Admin setup)
- Allotments (from Admin setup)
- Amount of expenditure
Outcome Tracking
- Click OUTCOME tab in the Service Delivery form
- Click SAVE to add an outcome
- Enter:
- Date Achieved (Required)
- #Unit/Amount (Optional)
- Outcome (Drop-down from Admin setup)
- Notes (Optional)
- Multiple outcomes can be recorded per service
Note: Outcomes and their dates are required for funder reporting, especially CSBG. Fields marked with * are required.