Service Transaction

The Service Transaction component of ServicePoint allows you to add new service items, update statuses, send and receive referrals, and view a client's service history. The result is a rapid and thorough understanding of a client's situation, which provides that client with quicker access to appropriate services.

Features

		Add/update service transactions
		Add/update referrals
		Capture referral source
		Enter cost of service
		Track source of funds
		Apply service to related clients
		Enter status of service
		Flag for follow up
		E-mail notification for referrals

Benefits

		Quick service item entry
		Standardized service item selection for accurate reporting
		Easy referral tracking
		Detailed client history viewing
		Maintain proper record confidentiality
		Manage services provided and referrals made.
		Catalogue data needed for outcome tracking.

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Features