Adding a Service Unit to the Cart

Service Units are the core statistical and billing unit in Penelope and are used to track the services you are providing (e.g. Counselling Session, Phone Call, Home Visit, Group Session etc).

Service Units can also be used to track mileage, food stamps etc and are added to the Cart in Service Events by the Workers involved in delivering the service (or any other worker with access to the event). Service Units are created by the System Administrator (or other workers with appropriate security permissions).

Service Units are sometimes referred to as Cart Items in Penelope.

It is possible to add a Service Unit to a Service Event:

• When booking the Service Event

• After the Service Event has been booked

Add a Service Unit to the Cart

To add a Service Unit after it has been booked follow the steps below. These instructions apply to both Service Events (appointments) and member’s group events.

1. Navigate to the applicable Service File.

   

2. In the Service Event section click the event you would like to add the Service Unit to.

   

3. On the Service Event page (Service Details section) click Cart.

   

4. From the drop-down (or suggested lookup field) select the Service Unit you would like to add.

   

5. Adjust the number of units accordingly (decimal places can be used).

   

6. Click Add.

   

7. Repeat steps 1-6 for each Service Unit you would like to add.

Add a Service Unit when Booking a Service Event

For instruction on how to book a Service Event and add Service Units at the time of booking click here.

Removing a Service Unit from the Cart

If a Service Unit has not been invoiced it is possible to remove it from the Cart (subject to security permissions). To remove a Service Unit from the Cart, click the remove link as highlighted below.