How to Use Service Categories in NPAWorks
This document will show you how to use Service Categories, add, and edit Services in NPAWorks.
- To begin, login to NPAWorks.
- Navigate to an Agency’s Services
- Notice the new column “Category”. By default Services have no Category. As you add Categories to Services, those Categories will appear in this column. The available Categories are pre-defined and limited to:
- ABA
- Activities/Arts/Sports
- OT
- Other
- Psych
- PT
- Respite/Supported Living
- SLP
- Social Skills
- Notice the new column “Category”. By default Services have no Category. As you add Categories to Services, those Categories will appear in this column. The available Categories are pre-defined and limited to:
- Double-click on an existing Service to open it and be able to Edit, including adding or changing its Service Category. Alternatively, you can select a service and click the Edit or Edit Category buttons in the ribbon.
- Now you are able to edit that Service’s:
- Name/Description
- Display Code/Abrv
- Tracking ID
- The options in this dropdown are the same and have not changed.
- Service Category
- If no Service Category is assigned that Service, the Service Category dropdown will display “Select Category”.
- Choose a Category, and click “Save” to save your selection. If you want to cancel and close this popup, simply click “Cancel”.
- Now you can see the updated Service Category displayed in the list of Services.
- To add a new Service, simply click on the Add New Service icon in the toolbar on the top left of the main screen.
- To update Services in Bulk, simply click the “Select All” button to select all services, and then hold Ctrl on the keyboard, to de-select any Services. Change their Service Categories in bulk by then clicking on the “Edit Category” button.