Before You begin
To switch services, you must:
Be clocked in as a caregiver/DSP
Have already started a service
Ensure the client has the new service code in their budget (with units available and valid dates)
Step 1: open your active shift
From the Home Screen, tap Go to Shift
Tap the client’s name
You’ll see a green indicator showing your current service is active
Step 2: switch services
Tap Service Management
Tap Manage Services
Choose the new service code (e.g., “Support: Community Connections Level 4”)
Make sure the correct client is selected
Tap Confirm
Tap Start Services to begin billing for the new service
📌 You’re still clocked in—only the service you’re billing for is switching.
Troubleshooting: no services showing?
If you don’t see a service code listed:
The client may not have that service in their budget
The budget may have expired
The units may be depleted
Contact your admin team if services are missing or you need help updating budgets.
If you're unable to switch services or see the correct options:
Contact your supervisor or agency manager
Or email: [email protected]