This article explains how to create service delivered (SD) records for provider travel and/or activity based transport from the Service Delivery Entry screen.
If you're not using Sessions or need to claim for a service that doesn't have a session, you can use the Service Delivery Entry screen. Both provider travel and activity based transport can be claimed this way.
If you're using separate service agreement items to track some travel and transport costs, you'll still need to claim using the primary service. These items will not appear on the Service drop-down list. The primary service is required to identify the correct rates and support items to generate for associated travel and transport costs.
Before you begin...
You'll need:
- a current service agreement that allows provider travel and/or activity based transport claiming, and
- a category and service that allows travel and/or transport claiming.
To create an SD record through the Service Delivery Entry screen:
- Click on the Service Delivery Entry tab. If this is not visible on your nav bar, you may need to -
- click on the More drop-down list, or
- click on the App Launcher nine ball grid
and search for service delivery.
- Scroll down to the Services Delivered section.
- Click on the Add Service Delivered button.
- This will launch the Add Service Delivered popup.
- To link the SD records to a worker, click in the optional Worker field and search for the worker.
- Click in the Client Name field and search for your client.
SD records can only be made for one client at a time through the Service Delivery Entry screen. If multiple clients were involved in an activity, you'll need to create separate entries for each one. If your organisation uses Sessions, we recommend you use the Sessions Calendar to create group sessions with planned services. Completing group sessions will generate SD records for activities with multiple clients more efficiently.
- Fill in the details of the primary service, including the Support Category, Service, Site, Service Agreement Item and the Rate. The fields that appear may be different depending on how the service and service agreement have been set up.
- Leave the Claim Type field empty.
- Fill in the Quantity/Amount field with the total time (in hours) taken to deliver the primary service. This time should include any time spent transporting a client, but not travelling to or from the appointment.
If provider travel and activity based transport can be claimed for the primary service, additional fields will appear. Find out how to: