Yes.  Using the Fiscal module Cost of Services feature users with the proper authority can, on an individual program basis, enter unit rate amounts for specific services.  When such an amount is entered for a particular service, it drop into the services delivery report if no other cost value has been entered on the checklist record for that service.

No, electronic signing is not available for the supportive services checklist; however, progress notes added to supportive services checklist records can be signed if needed.

By default the services list includes the following:

However, this list can be modified as needed by contacting the Help Desk.  Please keep in mind when requesting changes that all modifications are made by program type and cannot be implemented for individual programs.

No, unit values must be whole numbers and cannot contain decimals.

The "Total # Served" and "Total # Unduplicated Served" show the number of Primary Clients receiving services as well as the total number of Persons in all of the households being counted.  If a Primary Client received more than one service then each service will be counted separately in the "Total # Served," but they would only be counted once in the "Total # Unduplicated Served."  The number in parentheses represents the total number of Individuals plus the total number of household members.  This number counts each household member regardless of whether they received that particular service or were designated as "Living in Household" at the time.  The household member will be counted as long as they had an active household record at the time of service.  Each household member is counted only one time in the "Total # Unduplicated Served" calculation; however, the number of household members is multiplied by the number of services that the Primary Client received in order to calculate the "Total # Served."

If a client has more than one history within a program that is set to use the Supportive Services Checklist in the Contacts Log feature, users will have the ability to edit checklists entered for a previous stay.  As long as the date of the checklist falls within the editing index window of the user, the content of the previous stay's checklist can be updated without affecting the client's current stay.  When accessing checklists from a previous stay, the date of the contact will remain in read-only mode, but the remaining content will be editable.

In order to backdate checklist entries that contain notes users must have both the "Backdated Contacts Log/Group Notes Data Entry" and "Backdated Progress Notes Data Entry" permissions.  Unless a user has both of those permissions, the backdated checklist entries will remain locked.

If you have the necessary permissions and the checklist record/note is still locked, it may need to be manually unlocked before it can be edited.  For more information on unlocking, please refer to the "How do I unlock a locked supportive services checklist record?" frequently asked question below.

If a supportive services checklist record has been locked as the result of an associated progress note being locked, both can be unlocked if the user has the "Unlock Contact Log" exception override permission (assigned using System Setup > Permissions Maintenance).

The Record ID data variable available for inclusion in services-related ReportBuilders includes a unique ID for each record.  As part of that ID there is a preceding letter code that also identifies the type of each services record; specifically:

P = Progress Note
C = Contacts Log Record
S = Supportive Services Checklist
G = Group Note
A = Group Attendance Record

While the surrogate data entry permission gives a user the ability to access/edit supportive services checklist records as another worker, the user does not take on that worker's permissions.  The user will be limited by his/her own permissions, even though working with the record as someone else.

If a client has more than one history within a program that is set to use the Supportive Services Checklist in the Contacts Log feature, users will have the ability to edit checklists entered for a previous stay.  When accessing checklists from a previous stay, the date of the contact will remain in read-only mode, but the remaining content will be editable.  If the date needs to be edited, please send this request to the Help Desk.