Logs

The feature allows Case Managers to log the services provided by them to participants.

Login with your credentials.
Click the Transactions menu option
It will expand to display - Logs and Payments
Click the Logs menu option
Click Add button on Transaction Logs screen
Search for the Client: start typing the name : first name followed by last name. The list of matched names will display, choose the appropriate participant’s name from the drop down. The blue indicator next to the box indicates search in progress.
Select Case Manager
Enter Date: defaults to current date but can be changed.
Select Transaction Code: Search for code or description of the code, choose from the matched list of codes
Select Transaction Mode: from the available list
Enter Hours Spent: Time spent on this service. If the Transaction code is set to pre-populate hours, this will default to value specified on the code.
Program : If the Transaction code is linked to a Program it will automatically display in the box.
Transaction Type: Automatically displays the type of transaction the code belongs to.
Fund Source: If the Transaction code is linked to a Fund Source it will automatically display in the box. Search for fund source code or name , choose from the matched list of fund sources
Click Save and Continue button to add more transaction log entries without leaving the screen. OR
Click Save and Exit button to go back to Transactions