This article explains how to add a new service to Webcare.
A service is listed on your clients profile page under the Services tab. This shows what services you are providing them. Each client can have multiple services added to their service referrals as shown below.
The arrows below show the information that we will add for a new service.
Select Administration from the Menu bar.
Next select Services from the Service Entities box.
The Manage Services box will open with 6 Tabs along the top. You can see they are the same as in the clients profile page example above.
To add a new Service, start from the first Tab - Funding Provider ( 1 ). Select Add ( 2 ).
Enter the Funding Providers Name ( 1 ) and the Provider ID ( 2 ), click Save ( 3 ).
The new Funding Provider has now been added to the Funding Providers list.
Next select the Funding Type Tab ( 1 ).
Then select Add ( 2 ).
Enter the New Funding Type ( 1 ) and select Save ( 2 ).
You can see the Funding Type is now added to the Funding Type list.
Next you need to add the Service Type associated with your new Funding Provider. Click on the Service Type tab ( 1 ). From the drop down menu, select your new Funding Provider ( 2 ).
Then select Add ( 3 ).
Enter the name of the Service Type ( 1 ) to be associated with your Funding Provider. Click on Save ( 2 ).
The new Service Type has now been added.
Next we move along to the Service tab ( 1 ). This will add a service to your new Funding Provider under the new Service Type.
From the drop down menu, you will need to select the new Funding Provider and Service Type ( 2 ).
Select Add ( 3 ).
Enter the new Service Name ( 1 ), then click Save ( 2 ).
The new Service is now listed under the Funding Provider - Service Type.
Now we can enter the Service Codes ( 1 ) that will be used for the service.
From the drop down menus, select your new Funding Provider, Service Type and Service ( 2 ).
Select Add ( 3 ).
Enter the Service Code for the Service ( 1 ), then click on Save ( 2 ).
Your new Service Code has now been added and the Service is ready to be used in Webcare.
If there is an Agency for this Service that has not been previously added, you add it here in the Agency tab. Enter the Agency Name ( 1 ), then click Save ( 2 ).
On the Clients Profile page you can see we have added the newly created service.
Organisations can have multiple Service Types and Services listed under the same Funding Provider. This helps to define different services from the same provider.
For example, below we have selected Ministry of Health as the Funding Provider on the Service Type tab, you can see they have Homecare and Supported Living as the Service Types.
Next on the Service tab, we have selected Ministry of Health again as the Funding Provider with the Service Type Supported Living. They have Homecare, Review, Set up and Supported Living all listed as services.
You can see below how the Funding Provider > Service Type > Service > Service Code relate in the Fee Chart. (Find out how to set up the Fee Chart here.)