H2H Release 2.5 – Consented Services
Release 2.5 introduces the consented services function (previously referred to as ‘ad-hoc services’). This
function allows a non-lead agency, with a current consent, to add services or tasks to a client record. This will
allow agencies to more accurately capture scenarios where clients are being assisted by more than one
Specialist Homelessness or Domestic Violence agency at the same time. The addition of this function will
save time for lead and consented agencies, and facilitate more accurate capture of service/task information
for consented agencies.
1. Adding a Consented Service
Consented Agencies will now find an ‘add service’ button on the intake services screen (as long as a current
consent is in place).
Note:
Consented agencies will only be able to record a provided service. This
function will not allow for a consented agency to complete any other
service type (external or internal service referral, or required service)
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Once a consented service has been added, the lead agency receives a notification, prompting them to action
the consented service through the referrals menu.
2. Adding a consented task:
For clients who are in case plan, the lead agency needs to first complete a task referral to the non-lead
agency, from the relevant case plan issue before any consented tasks can be added. Once the internal task
referral has been accepted, the consented agency worker can then add additional tasks via the ‘add task’
button;
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Pending consented services and tasks that have not yet been accepted by the lead agency, can be viewed by
the consented agency from the home page inbox or the outgoing services screen in the referrals menu.
3. Accepting or Rejecting a Consented Service or Task
Once a consented service or task has been sent, the lead agency will receive an email notification. The lead
agency manager must then accept or reject the consented service via the referrals screen. For the lead
agency, the consented service will appear in the ‘incoming services’ screen.
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Once the service/task has been accepted it will be added to the services list (or relevant case plan issue)
4. Email notifications
The following automated email notifications have been added for the new function;
•
Email to the lead agency referral email address when a consented agency adds a service
•
Email to the consented agency user to advise when the service has been accepted/rejected
•
Where client is in case plan: Email to the lead agency assigned case manager to advise that a
consented task has been added to their client’s case plan
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