When Case Managers give out passes, MARTA Cards, or provide referrals, we need to record those service deliveries. For the ease of system engagement, Case Managers are able to record multiple service deliveries at once and view those records.
This article describes how to record multiple service deliveries at once.
Begin from the client's active Program Engagement.
1. Click Create Service Deliveries.
2. Click each service you'd like to record.
3. Click the right arrow button.
Pro Tip: If you hold down the CTRL button on your keyboard, you can click on multiple services and then click the right arrow button.
4. Click Next.
5. Fill out each following screen and click the Next button after recording each service.
6. Press Click here to view your created records.
7. Click on the Service Deliveries you created if you need to print or edit anything.
The Service Deliveries have been created and can be found on the client's Program Engagement.
All the Service Deliveries have been created.
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