Tag Archives: Services

How to Use MAACLink’s Indirect Services

Some agencies using our social service software provide services to clients en masse without capturing all of the universal data elements, including name, social security number, date of birth, and much more, that would be required to create a client profile in MAACLink.  These services could be meals (as in a soup kitchen), support group meetings, health screenings, or many other types of services.

MAACLink provides a way to track these services; it’s under the Home tab (orange arrow in the screenshot below) on the Indirect Services (yellow arrow) screen.  This screen displays an agency’s most recent indirect services in reverse chronological order, and can be navigated with the pagination links at the bottom of the list (purple arrow).

To create an indirect service, first click the Add Services button (green arrow) at the bottom of the Indirect Services screen.

MAACLink social service software - Indirect Services screenshot 1

Indirect Services screenshot 1

Complete the setup screen with the date the service was provided, the provider agency, the fund the service was provided through, the type of service, the units provided (usually the number of clients served), and the value per unit, if desired (if a value is entered, MAACLink will calculate the total value of the indirect service.  Value is an optional data field).  Then click the Save button (pink arrow in the screenshot below).

MAACLink human services software - Indirect Services screenshot 2

Indirect Services screenshot 2

The new service will appear at the top of the list on the Indirect Services screen.

Services added under Indirect Services will show up on one report, the Service Summary report.  Indirect services do not appear on other reports because they are not connected to client profiles.

What services does your agency track under Indirect Services?

How to see more than 10 pages of client services in MAACLink

Several MAACLink users have asked me recently how they can see more than the default 10 pages of client services on the client profile screen.  Some of them were trying to document chronic homelessness, while another just wanted more background on the client to inform her case management.

If you aren’t currently using our MAACLink social service software:

  • The “client profile” contains a person’s identifying, demographic, and housing status information (the HUD-defined universal data elements)
  • “Services” can be added to a profile to document all types of social services, from shelter bed nights to food pantry visits to case management and more

The Client Services screen automatically displays a client’s most recent 500 services, 50 services per page, up to 10 pages.  If a client has received more than 500 services, here’s a step-by-step process for accessing the entire service history:

  1. Search for the client profile under the Client Case Manager tab (yellow arrow in the screenshot below), Search for a Client screen (gray arrow).  Double-click the client profile you want from the search results
  2. Click on the Client Services screen (pink arrow)
  3. Search the service history by entering a start date (red arrow), end date (green arrow), and clicking the search button (purple arrow, bottom right corner).  It is usually OK to enter a long search period, even up to four years or more
MAACLink social service human services software screenshot

Click thumbnail to enlarge screenshot

This search will return more than 10 pages of results if the client has that many services; there may be 15, 20, or more pages.  You can sort the search results by clicking the column headers (I recommend sorting by date).  You can also export the services list to a spreadsheet using the green export icon at the bottom right corner of the list.

That’s it!  Any questions?