Only area staff can add approved services for a consumer.
In order for a cost plan to be built in the iBudget application, a consumer needs to have approved services. These are pre-approved services necessary for the health and safety needs of the consumer to be met.
1. Click Consumers in the Workplace menu on the left side of the page
2. Double click on a consumer from the list
3. The consumer information below will be displayed
4. Click Approved Services under Details
5. Click New Approved Service
6. Click the Search icon to the right of the Service Code field to select the new service
7. This will bring up a Look Up box. Highlight the appropriate service and click OK
8. In the Begin Date field enter the start date for the service
9. Click Save and Close