The second review screen, Service Type, deals with updating the Service Type of all the client cases.
At first, you will be able to see this screen upon clicking DEX Service Type Review on the toolbar, which does not consist of any results.
You need to go to “Select Funding Sources” and click on the checkbox besides NDAP. In addition, you can click on the checkbox besides “Show file notes for all staff” on the extreme right. Then, you will be able to see the cases in which Service Type has not been actioned off.
For example, from the screenshot above, the advocate Kyla Pratt has 4 cases in which she has not selected the Service Type as we can see the checkbox besides the Service Type option in the results, i.e. the checkbox below the column “OK” has not been actioned off.
Hence, we can fill in the respective Service Type such that we can get the data updated. Once we select on a Service Type, the “OK” checkbox also gets ticked off ensuring that we have actioned off that field.
Likewise, if you click on Show completed file notes on the extreme right, you will be able to see all the previously completed file notes.
Also, there is a button “Set All as Default Service Type” in the Options part on the Results screen.
If we click on that, then all the cases will have “Advocacy/Support” as the service type. However, this option should only be clicked if that is the case.
Once we are done with this screen, we can move on to the final review function i.e. NDAP Topic Review.