Register a Customer for Services Chapter 6. Register a Customer for Services 6-2 Objectives Adding...

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Register a Customer for Register a Customer for Services Services Chapter 6 Chapter 6

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Transcript of Register a Customer for Services Chapter 6. Register a Customer for Services 6-2 Objectives Adding...

Page 1: Register a Customer for Services Chapter 6. Register a Customer for Services 6-2 Objectives Adding customer services to a single customer depicting a.

Register a Customer for Register a Customer for ServicesServices

Chapter 6Chapter 6

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Register a Customer for Services 6-2

ObjectivesObjectives

Adding customer services to a single customer depicting a logical flow: Adding core services Adding intensive services Adding ITA information Adding training services

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Register a Customer for ServicesRegister a Customer for Services

Name search

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List CustomersList Customers

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Customer MenuCustomer Menu

Customer

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Register a Customer for Services 6-6

List ApplicationsList Applications

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Application MenuApplication Menu

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ServicesServices

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Select TitleSelect Title

Select Title

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Register a Customer for Services 6-10

Select Service Level and Start DateSelect Service Level and Start Date

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Select ActivitySelect Activity

Select Activity

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Add Required Activity InformationAdd Required Activity Information

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Search Provider RelationshipsSearch Provider Relationships

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List Provider RelationshipsList Provider Relationships

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Add Required Activity InformationAdd Required Activity Information

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Custom Service DataCustom Service Data

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Register a Customer for Services 6-17

Add Required Activity InformationAdd Required Activity Information

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Add All Service Related InformationAdd All Service Related Information

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ServicesServices

Return to Application Menu

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Register a Customer for Services 6-20

Application MenuApplication Menu

WIA Additional Criteria

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WIA Additional CriteriaWIA Additional Criteria

Intensive Services

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Case NoteCase Note

Add Case Note

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Case NoteCase Note

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Case NoteCase Note

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Application MenuApplication Menu

Determine Eligibility

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Register a Customer for Services 6-26

Eligibility Determination (1 of 2)Eligibility Determination (1 of 2)

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Register a Customer for Services 6-27

Eligibility Determination (2 of 2)Eligibility Determination (2 of 2)

New Title/Program

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Eligibility DocumentationEligibility Documentation

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Eligibility DeterminationEligibility Determination

Check Certify box

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CertificationCertification

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ServicesServices

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Select TitleSelect Title

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Select Service Level and Start DateSelect Service Level and Start Date

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Select ActivitySelect Activity

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Add Required Activity InformationAdd Required Activity Information

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Search Provider RelationshipsSearch Provider Relationships

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List Provider RelationshipsList Provider Relationships

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Add Required Activity InformationAdd Required Activity Information

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ServicesServices

Application Menu

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Application MenuApplication Menu

WIA Additional Criteria

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WIA Additional CriteriaWIA Additional Criteria

Training Services

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Application MenuApplication Menu

Determine Eligibility

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Register a Customer for Services 6-43

Eligibility Determination (1 of 2)Eligibility Determination (1 of 2)

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Register a Customer for Services 6-44

Eligibility Determination (2 of 2)Eligibility Determination (2 of 2)

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Eligibility DocumentationEligibility Documentation

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Eligibility DeterminationEligibility Determination

Check Certify box

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CertificationCertification

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Missing DataMissing Data

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Application MenuApplication Menu

Click on Tests

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TestsTests

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Add Test (1 of 4)Add Test (1 of 4)

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Add Test (2 of 4)Add Test (2 of 4)

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Add Test (3 of 4)Add Test (3 of 4)

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Add Test (4 of 4)Add Test (4 of 4)

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Application MenuApplication Menu

Continue Eligibility

Determination

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Eligibility Determination (1 of 2)Eligibility Determination (1 of 2)

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Eligibility Determination (2 of 2)Eligibility Determination (2 of 2)

Check box

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CertificationCertification

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Enrolled ServicesEnrolled Services

Health Care – 1A

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Register a Customer for ServicesRegister a Customer for Services

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Eligibility DeterminationEligibility Determination

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Add ITAAdd ITA

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Add ITAAdd ITA

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Add ITAAdd ITA

Click on

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Add Training ServiceAdd Training Service

Click on

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Add ITAAdd ITA

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Add Training ServiceAdd Training Service

Click on

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Add Training ServiceAdd Training Service

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Add Training ServiceAdd Training Service

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Add Training ServiceAdd Training Service

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Add Training ServiceAdd Training Service

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Add Training ServiceAdd Training Service

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Add Training ServiceAdd Training Service

Click on

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Add Training ServiceAdd Training Service

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Add Training ServiceAdd Training Service

Click on

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Add Training ServiceAdd Training Service

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Add Training ServiceAdd Training Service

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Add Training ServiceAdd Training Service

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SummarySummary

This chapter has taken us through the process of enrolling a customer in services

A customer was shown moving from core to intensive and then to training services

The following functions were included: Adding and certifying a core service Adding and certifying intensive service Adding math and reading tests Adding and certifying training service Adding ITA information

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LabLab

Register Adult and Youth Customers for Services


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