Setting Up a Service Group

Overview

Service Groups help human services professionals organize and manage connected programs more efficiently. Instead of enrolling clients into each service separately, you can group related offerings together and manage them as a single set.

For example, a Parenting Support group might include parenting classes, family counseling, and home visits. By linking these services, you can streamline client enrollment, strengthen coordination between programs, and ensure families receive consistent, wraparound support.

This feature is designed for agencies that deliver integrated care and need a clear view of how services work together to meet client goals.

Note: Reporting does not currently include Service Groups. You’ll still be able to view services individually in reports, but group-based reporting will be added in a future update.

Step-by-Step Instructions

1. Access the Admin Section

From the Home screen, select Admin.
Under the Provider section, open Fields.
Scroll to Services and click Service Groups.

2. Create a New Service Group

In the Service Groups tab, click the plus (+) icon in the upper right corner.
Select Create service group.
Enter a name for your group, such as Parenting Support.
Click Save.

💡 Tip: Use simple, descriptive names (like Youth Development or Housing Assistance) so staff can easily find and manage your services later.

3. Create or Edit a Service

Go to the Track module.
Click the Services tab.
To create a new service:
- Click the plus (+) icon in the lower right corner.
- Select Create service.
Complete the service details:
- Provider Name
- Service Name
- Service Type
- Under Service Group, select the group you just created (for example, Parenting Support).
Click Save.

To edit an existing service:

From the Services tab, double-click on the service name you want to edit.
Make your updates.
Click Save.

4. Add Existing Services to a Group

If you already have services that should be part of a group:

From the Services list, double-click on the service record you wish to edit.
Under Service Group, select the desired group (for example, Parenting Support).
Click Save to update.

5. Enroll a Client in a Service Group

Open the client’s Case or Intake.
Navigate to the Service Plan section.
Select Add service enrollment using the plus (+) icon to the far right of the Service Plan title.
In the Add service recipients field, type the client’s name and select them from the dropdown list.
- Repeat this step to add additional recipients if needed.
In the Add services field, type the name of the service group (for example, Parenting Support) and select it from the dropdown list.
- The list will display both individual service names and service group names.
Selecting a service group automatically adds each service in that group.
- For example, if Parenting Support includes two services, you’ll see separate cards for Service #1 and Service #2.
Click Save in the Add service enrollment dialog.
- This enrolls the selected recipients in all services within the group.
Confirm enrollment by reviewing the Service Plan section of each recipient’s record.

📎 Note: You can still add individual services outside of a group by selecting Add Service.

Best Practices

✅ Use consistent names: Helps avoid duplicates and confusion.
🔄 Review groups quarterly: Ensure they reflect your agency’s current service offerings.
🧾 Check data accuracy: Before saving, confirm provider names and service types are correct.

Common Use Cases

Grouping Family Strengthening Services (e.g., parenting classes, counseling, home visits).
Creating a Job Readiness group (e.g., résumé workshops, skills training, employer referrals).
Combining Youth Programs (e.g., mentoring, tutoring, after-school support).