Document Services in Service Log

FOR SERVICE PROVIDERS: After you render services to a student, you can access the Service Log through Student Profile > Supports > Services.

NOTE: This instruction is specifically for documenting services given to an individual student (rather than multiple students) who received any one of these four services: School Consultation, Medication Management, Education Team Planning and Participation and Supplementary Aids and Services. Those with access to the Service Log link from the Navigation Bar might find that screen more convenient for documenting multiple students or documenting services other than the four mentioned on this page.

You can document services after the service is provisioned to the student, and you were added as a provider. Learn more.

To document services

1. Search for a student
2. Select the Supports tab.
3. Expand Services.
4. Expand the appropriate service (i.e., School Consultation, Medication Management, Education Team Planning and Participation and Supplementary Aids and Services).
5. Highlight your name. The Actions menu will change.
6. Select Open Service Log. The Service Record modal is displayed. Note that the fields in this window are the same as the Service Log. Get background and more detailed instructions about the Service Log.
7. Enter the appropriate information. Please note the following about Billable Services:
• If the service is billable, checking Billable will add new fields or make existing fields required:
• Service Length (mins) - This field becomes required.
• LOC - LOC is the acronym for Level of Care.
• Start Time - The time you started your service.
• RFP ID - This read-only field displays the RFP that is linked to the record. It will be blank before the record is saved.
• Location - The location of your service.
• Documentation of Service - Your description of the service you provided at this particular time, date and location.
8. When you are done, click OK or, if you need to enter multiple records, OK & Next.
9. You are now back on the main screen of the Service Log, and your record is displayed in the list.

10. To complete the process for making your services billable, you must link the record to an RFP. In the list, highlight the record you want to link.

11. Click Link RFP (you must Save first). The Link RFP window is displayed with a list of RFPs. (NOTE: If the list is blank, please learn why and how to resolve the issue.)

12. Highlight the appropriate RFP and click OK.
    
     

13. Now that the record is linked to an RFP, the service can be processed for payment. Those with access can view the RFP by highlighting the record, then clicking Open RFP.