Specifying an Appropriate Service for a Client

During service creation, a case worker specifies an appropriate service to meet the needs of the client. The case worker can search for a service using a taxonomy search. For information on the services taxonomy, see the Cúram Provider Management Guide. The case worker then specifies the appropriate service from the list of services returned. For example, a case worker may select a counselling service to help a client who is in need of counselling sessions.

At least one client must be specified to be the recipient of the service. If there is only one client on the integrated case, the system automatically creates the service for that client by default. Services can be appropriate for one client or for multiple clients. If a service is appropriate for multiple clients, multiple clients can avail of the same service. For example, a case worker may wish to send a married couple on a marriage guidance course.

Agencies may wish to track each service for each client separately instead of using the one service for all clients. For example, a case worker may wish to track counselling sessions for individual members of the same family separately. To allow for this, a service can be configured to be automatically created by the system for each client specified for the service. For example, if four members of a family are to receive 10 counselling sessions each, the service can be created once, and the system will automatically create four identical services, one for each client. This allows the counselling sessions for each client to be managed separately.