Updating closed services

After a service is closed, you can update the closure details if needed, for example, if the service was provided for longer than was originally recorded. You can view a history of changes to closed services on the Service homepage.

About this task

If you use budgets, you cannot update the closure details while the budget is pending approval.

You can update the closure details when the most recent budget is closed. You can update the outcome or move the end date back, but you cannot extend the end date. To avoid potential budget overspend, if a service was ended before the end date of a closed budget, you cannot update the service end date to a later end date. To update the closure details while the budget is pending approval, cancel the budget approval request, change the closure date, and submit the budget again.

If you are using payments, the following applies when you update the closure details:
  • If the payments are authorized for the service and the payment authorization status is Final Payment Authorized, when you update the closure date the final payment period, final payment date, and final payment amount is recalculated and payment is made based on the updated information. If the updated end date is before the most recent payment date then no further payments are made.
  • If payments are authorized for the service and the final payment has been made, updating the service closure details will not result in additional payments to the provider.
  • If the service was closed before the first payment was made and the payment was canceled, changing the date will not trigger any payment.

Procedure

  1. Sign in to your account.
    Your home page opens.
  2. To see your clients, from the Side Navigation Menu, select Clients > My Clients, or search for other clients.
  3. Click a client name.
    Their Summary View opens.
  4. Click Plan > Services.
  5. Expand Activities > Services and complete the following steps to update the closure details for a closed service.
    You may need to change the active filter so that closed services are displayed.
  6. Select Update Closure Details from the Actions menu of a closed service.
    The Update Closure Details page opens.
  7. Enter the closure details:
    • Outcome: Select an outcome from the list of available options.
    • End Date: Enter a closing date. By default, the closure date is the current date.
  8. Click Save.

Results

The service closure details are updated with the changes that you have made. Check the Service homepage to view a history of updates to the service closure, for example, so that you can check which end date was in effect when the final payment for the service was made,