Add MSF Services

1. To add MSF Services, it is necessary to select the client first by searching for a client profile under Client > Client Listing on the left menu bar.

2. On the client listing, scroll down to the client’s name or search for the client.

3. Upon searching for the client’s name, click on the client’s name to view the client’s profile.

4. Select the 'Services' icon

5. Select the 'Services' tab

6. Select 'Add Service' button

7. Enter the required information and click Submit. New Service will be created and stored under Services.

1. Mandatory Fields would include:

   1. Service Name

   2. Start Date

   3. End Date

   4. Service Days

   5. Status (Ensure that it is ‘Active’ when creating new service)

While Start Date, End Date and Service Days are not mandatory on the system, there is some system logic behind it. 

Logic 1: The status of the Service will be auto-updated as 'Inactive' if the end-date has passed.

Logic 2:  If the same service (e.g. Home Medical) is newly added, the Start Date of the new ‘Home Medical’ service should be after the previous ‘Home Medical’ Services End Date. See example below.

If the End Date of the first ‘Home Medical’ service is 31-Oct.

The user will not be able to Add Services for ‘Home Medical’ before 31-Oct-2021 as shown below. But will be able to add for other services that are not ‘Home Medical’.