Introduction

You can use the Quick Services – Multiple Clients feature when you are recording a service with the following criteria:

• One services
• Provided to multiple clients
• Who are enrolled in your program
• On the same date

Recording Multiple Quick Services

1. Navigate to your Home Workspace

2. In the menu, select Quick Services – Multiple Clients.

3. Complete the required fields:

• Service Screen: Direct Services
• Service: select the service you provided
• Service Date: enter the date the service was provided
• Program Enrollment: select the program these clients are enrolled in

4. Scroll down and check the box next to each client who received the service on this service date.

Note: If you do not see a client here, they do not have an active enrollment in your program. A service must be attached to an enrollment in HMIS, so you will need to enroll your client before recording this service for them.

5. Click Save and Close. You may want to go spot-check 1 or 2 client records to confirm the service was correctly recorded.

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