How do I perform an ad hoc billable service as part of my Staff Action Plan
  • 14 Oct 2023
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How do I perform an ad hoc billable service as part of my Staff Action Plan

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Article summary

Within a Staff Action Plan, users have the ability to perform ad hoc billable individual or group services from the Staff Action - Work Queue screen.

Some examples billable services are
  • Discussing the individuals prevoc progress with family
  • Meeting with businesses or organizations about potential/existing community work experiences
  • Developing the individual's Staff Action Plan
  • Documenting the delivery of services
  • Traveling to and from allowable services
  • Conducting assessments of vocational skills and interests
  • OPWDD Innovations training

Process:

  • Access the Staff Action - Work Queue
  • Locate the Ad-hoc icon on the top of the screen and click that icon

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  • Select the Clients, Services, and Service Details.
  • Confirm your entries.

Example:
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  • Click Proceed with Update and then confirm

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The billable services will be captured in the Program Services and will available for billing:

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