Overview

Services allow you to track short or long term stays in addition to or outside of Housing Contracts. Although they are often medical related, services can be used for a variety options offered by your community. Some examples include transitional levels of care, respite stays, rehabilitation, and even gym memberships.

Note: If services are missing from your CRM, please reach out to your admin.

Adding/Editing Services

Services will display as a new item on the left hand menu. This is where you will add, edit, and view services.

Add a Service

Step 1: Click Service on the left hand bar

Step 2: In the upper right of the page, click the blue New Service button.

Step 3: Choose a Community, Service Group, enter a Name, and Base Fees and Admissions Fee if needed. Click Save.

Edit a Service

Step 1: Click Service on the left hand bar.

Step 2: From the list of available services, click the small blue gear icon to the right of the service you would like to edit, and click Edit.

Step 3: Update the service as needed then click Save.