Service Delivery - Quick Entry

SUMMARY:

The Service Delivery – Quick Entry feature allows users to quickly assign Regular Service Items to multiple Participants at once. Cascading Service Items are not supported.

Steps to Use:

1. Navigate to Participants > Service Delivery – Quick Entry
2. Select a Program, Instance, and Date Range
3. The system checks for enrolled Participants in that Program/Instance within the selected date range
   • If no one is enrolled, a red warning message will appear
4. Service Delivery can only be assigned if the Participant is enrolled

Prerequisites:

Only Regular Service Items can be assigned
Staff Permissions Required

• Navigate to Staff > Manage Staff
• Select a Staff Person
• Under the Program Assignments Tab, ensure the staff person has access to the necessary programs