Schedule a Service

Creation date: 9/7/2021 12:25 PM    Updated: 5/10/2024 9:39 AM   credible schedule schedule a service workflow

Overview

This procedure is how to schedule a service for a client in Credible.  It is designed to be done by all direct staff, admin staff, and finance.  Prior to using this procedure the Request for Service procedure has been completed.  At the conclusion of this, a scheduled service will exist in the client and employee’s schedule.