Create a service delivered record for a single client with DEX-reported funding

This article explains how to create a service delivered (SD) record for a service for a single client with DEX-reported funding.

You can create service delivered records manually from the Service Delivery Entry tab. For a client with DEX-reported funding, there is an additional field for the client contribution that need to be completed.

To create a service delivered record for DEX-reported funding:

1. Click on the Service Delivery Entry tab.
2. Scroll past the Search section to the Services Delivered section and click on the Add Service Delivered button.

3. Enter the Client Name. Your client should already be on the system, so you should be able to select them from the drop-down list once you start typing their name.

To be included in a DEX extract, clients must have a Personal Identifier record of the type DEX Client ID. Find out how to add a DEX Client ID.

4. Select a Support Category from the picklist.
5. Select a Service.

6. If required, tick the checkbox under Use negotiated rate and add the rate amount and details.
7. Add the quantity or amount of the service.

8. Add Comments or Case Notes as required.

If you add a case note title, you'll also need to add text to the Case Note field to create a case note. If you add text to the Case Note field and leave the Case Note Title blank, the SD record number will be used for the title.

9. Tick the Client Accepted checkbox if the client has agreed to be charged for these services.
10. Add an amount to the Client Contribution field.

11. Click on the Save button.

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