Navigating a Service File

Click on the picture to see a bigger version.

• Click “edit” to change, add, or delete any information in the gray sections including the Service File start date. (Note: It is important that this date accurately reflects the client’s PCAP start date for biannual alerts).
• You may associate more workers with the service file by clicking “Add” in the “Workers” box (light blue). Here, you can also change the client’s Primary Worker.
• Biannuals will be stored in the “Documents” box on the right-hand side of the page.

• To view a client’s individual profile from the service file page, click on their name under the “Participants” list (dark blue box). Ex. “Jane Doe”
• To view a case file from the service file page, click on the case file underneath the name of the case (in the gray section). Ex. “Doe Case”.