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Non-Program Service Form

 

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.