Configuring Services

A number of settings are provided that allow an administrator to configure the information that can be recorded by a case worker when creating and managing services that are based on a particular service offering. Settings are provided that dictate if the service is appropriate for multiple clients and if the automatic creation of multiple service deliveries is allowed. Individual settings also exist on the service offering that dictate if a provider/provider type is mandatory or optional when creating a service. For more information on this setting, see Configuring Service Provider Selection.

Administrators can also define if a service frequency and client participation frequency and duration can be specified on service creation. A default service frequency can also be specified and this frequency can be manually overridden by a case worker.

Additionally, a number of settings that dictate the delivery and the financial processing for the service are provided. An administrator can specify if a case worker must record the required number of units of a service that must be delivered to a client. A setting is also provided that dictates if a case worker can specify an authorized rate. If this is set, a case worker can manually override the rate to be paid to a provider for providing the service. Administrators can also define the delivery type for the service which dictates what financial processing will be used.