Notes will only display the Services Delivered that are entered in this list. If the Service Delivered is not sufficient for your Note, or you call it something else at your agency, you can add or edit them accordingly so your Staff knows which terminology to use.
- Hover over the Managers tab in the navigation bar and select Lists Manager from the drop-down.
- Click the Service Delivered tab.
- Enter the Service Delivered, then click Add to List.
- Click the Pencil icon to edit an existing Service Delivered.
- Click the Trash icon to delete.