Individual Services

Individual Services refer to offering services to individuals on a one-on-one basis, such as counseling, or individual tutoring.

Individual Services Main Page

Click on the Individual Services tab on the Main Menu. This will bring you to the Individual Services Main Page, where you can view services, or add a new service.

Creating a New Individual Service

The Creating a New Individual Service function is how you can schedule individual visits between staff and participants.

1. Click on the Add Service tab at the top right corner of the Individual Services page.
2. Select the counselor from the pull-down menus. Click on the down arrows to access the pull-down menus.
3. Enter the date for the visit, in the format MM/DD/YY.
4. Choose a participant for the service. Participants may be chosen by name or by individual ID number. You may find the participant either by the View By Initial option, or enter the first and last names of the participant and click on Find Person.
5. A list of participants will be generated. Click on the radio button to choose the participant.
6. Click on Create New Record. This will bring you to the Individual Visit page.
7. Fill in the time spent (or will be spent) for each procedure in minutes.
8. Choose whether a referral is necessary. If so, select the reason for the referral as well.
9. Enter any additional notes in the box at the bottom of the page.
10. Click on Save and Proceed. You will then be brought to the updated Individual Visits page, which will display this visit.

Viewing Individual Services

There are several ways to view individual services. Click on the View by Name tab at the top of the Individual Services Main Page.

• View by Type: This allows you to either view Participants or Staff and the individual services they are involved in.
  1. By clicking on View Participants, you will be brought to a page that lists all participants. Click on a name to view the staff assigned to this individual, and the begin and end dates for which the staff will work with the participant. This page will be called the Participant page.
  2. By clicking on View Staff, you will be brought to a page that lists all staff. Click on a staff name to view which participants they are offering individual services to. This page will be called the Staff page.
• View by Last Initial: You can search for participants or staff by clicking on a letter of the alphabet. This will generate a list of participants whose last names begin with this letter. Click on a name to view the Individual Visits page.

Editing an Individual Service

You may edit an individual service. For example, you may want to change the number of minutes for procedures. To do so, select Individual Services from the Main Menu:

1. Go to the Individual Visits page. Remember, this can be done one of two ways:
   • click on a particpant's name, then on the staff member associated with the participant
   • click on a staff's name, then on the name of the participant associated with the staff member
2. Once at the Individual Visits page, you will see a list of Meeting Dates. Click the Edit button next to a date to edit this visit. You can then change information as necessary. Notice that you cannot change the participant or staff name, so there is no accidental switching of visits.
3. Click on Save and Proceed to save the changes.

To delete a visit:

1. Follow steps 1 and 2 as for editing a service.
2. Click on Delete next to the visit.

To add another meeting date:

1. At the Individual Visits page, enter in the new meeting date.
2. Click on Add Date.
3. Fill out the Individual Visit page, such as minutes for services and whether a referral is necessary.
4. Click on Save and Proceed. You will then be brought back to the Individual Visits page, and your new meeting date will be displayed.