5.11: Service Agreement Information
Service Agreement Information Screen
---- insert Service agreement info screen ---
The above screen appears after Client Data has been selected from the Menu bar and the Service Agreements option is selected.
This screen is used for entering service agreement information. To enter service agreements, two things must first be in place: (1) the individual must be entered into the OBRA PC Reporting System, and (2) the provider information screen(s) must be completed for each provider serving the individual. Enter all information and click on PROCESS. NOTE: The FY field will automatically appear with the current fiscal year but may be changed to add/inquire on other fiscal years. The user may enter an asterisk in the Ck field to propagate information from the previous line (Serv Prov ID and Effective Date).
On an inquiry, if MONTH is entered, no changes may be made to service agreements. The user may view the active service agreements for an individual for a specific month. If MONTH is not entered, all service agreements are displayed and may be updated by placing a C in the Ck field, if necessary, You can also add service agreements by placing an A in the Ck field.
NOTE: The system will default the termination date to June 30th of the fiscal year if the field is not entered. It is not necessary to enter the slashes in the date fields; the system will display them once you tab out of the field.
If the transaction has an error(s), a message explaining the reason for the error condition will be displayed. Make the necessary correction(s) then click PROCESS again.
NOTE: Detailed descriptions of the Service Agreement information fields and corresponding codes are on the following page.
