This update to QSP enhances and modifies how service types are used throughout QSP. Read the in-depth details of how it can work for you.

Application Settings: Custom Service Types

Whether you are vendored for SLS, ILS, Residential, CIT, ABA, FHA, PA or anything in between, creating and configuring your agency’s applicable service types begins in QSP’s application settings. These instructions will teach you how to setup your vendored services in QSP so they serve you properly.

Begin by going to Utilities -> Application Settings and select “Custom Service Types”. This is where you can configure the attributes for current and additional service types. Here’s a breakdown of each configurable option per service type.
Use – This turns on/off the use of this service type and it’s functionality
Billable – When enabled, the service type becomes an available option in the client profile where it can be further configured with a POS, etc
Payable – When enabled for a service type, the service type becomes an available option in the employee profile where it can be further configured with a Rate of Pay, etc. It also enables shifts that use this service type to be assigned to an employee.
Sub Code – This is an editable text field. Sub Codes can be assigned to a primary service type, and are then further configurable in a client’s profile. In the scheduler, sub codes behave like sub-service types, available when their primary service type is chosen.
Multi-Client – When this is enabled, the service type in the scheduler will allow for multiple clients to be attached to it
Mutli-Staff – When this is enabled, the service type in the scheduler will allow for multiple employees to be attached to it (currently disabled)
Rest Period – When enabled, adding a rest period becomes an option within the shift for the specific service type
Mileage – When enabled, adding mileage details becomes an option within the shift for the specific service type
OT exempt – When enabled, and if OT settings are configured properly, the service type will follow OT exempt rules
Obj Notes – When enabled, there’s an option within the service type-specific shift to add ISP objective service notes. The ISP objectives must first be configured in the client profile.
Serv Notes – When enabled, the Service Notes field is made available within the service type-specific shifts
Sched Notes – When enabled, the Schedule Notes field is made available within the service type-specific shifts
Serv Type Back Color – Choose the background color of the service type when it is used in the scheduler.
Serv Type Font Color – Choose the font color that will be applied over the chosen background color. It’s recommended that these contrast, so the font stands out apart from the background.
Exceptions – These default shift color scenarios will override the applicable service type color configurations: When a shift is unassigned (to either an employee or client) the shift color will be red. When a shift contains linked clients, the shift color will be gray.
Unchangeable – You cannot modify the names of these default service types in QSP: SLS, IHDP, ILS or PS. You can disable “Use” for any of these that are not applicable to your company

DDS programs_qsp app settings

How to Setup Services In a Client’s Profile

Service Types, Rates and POS Details

To add or update a service for a client, visit their POS tab in the client profile and notice the ‘Client Service Types, Rates and POS Details” grid. To create a new service select “Add”, and the Service Type Details will open up. From here, all service types that have been labeled as “Billable” in the Custom Service Type application settings will display. Select the appropriate service type from the Service Type drop down menu, and input any other applicable data as necessary. Select “Can Schedule” if this service type is to be an active and available service type in the Client View of their schedule.  This will also activate it for display in the POS dashboard in the Client View of their schedule.

client POS

IHSS Service Type

If a client receives IHSS services, simply add the IHSS NOA amount and it will activate the IHSS dashboard and the IHSS service type in the Client View of their schedule.

How to Setup Client ISPs

There are 2 types of ISP templates: Standard ISP Template and Objective Only Template. This explains the difference between the two, and how to get the most out of each one depending on the outcome you want to achieve.

Objective Only Template – This ISP template and it’s features can be used with any service type that has been configured in the Customer Service Type Application Settings with the “Obj Notes” option enabled. One of the primary outcomes of this template is for service notes to be written per ISP objective within the specific shifts that use the proper service type. The details below outline setting this up:

  • Creating a new Objective Only Template: To set this up select “Add Objective Only Template” and a new template is created.
  • Service Type drop down: Select the applicable service type. Only service types that have been configured for “Obj Notes” will be be available.
  • Start and End Date: The dates that are entered here activate the Objectives to display in the Scheduler within that time frame. If a shift is created after the ISP end date, the ISP objectives will not be available when adding ISP objective service notes to the shift.
  • Objectives: There are a default list of objective options in the Objective drop down list.  If you need to add a custom Objective to the drop down, select the Edit box to the right of the drop down field. This is a global tool, and adding or editing objectives here will add/edit for any other client records that use these.
  • Hours per week/Hours per month: Hours entered here will not show up anywhere else. They are for reference and planning only. Each hour entered in the Hours per week field is then multiplied automatically by 4.33 to calculate the total Hour per month. These are then totaled at the bottom, and are displayed next to the client’s actual POS for the service type selected.

ISP objective template_qsp scheduling software

Standard ISP Template – This ISP template is not dependent on any service type configuration. It can be created as needed per ISP component. It can also be printed as an ISP Progress Report per Service Component. There is also the option to “Show Medications” and “Show Doctor Visits” on the printed ISP Progress Report” too.

Standard ISP Objective tempate_client data management

How to Setup Employee Services

Employee Service Types & ROP Details

With this update, this step is required if you don’t already have this date entered. To add or update an employee’s base rate of pay and/or service details, visit their employee’s profile, and under the Employment Details tab, near the bottom, will be a grid section called “Employee Service Types and Rate of Pay Details”. To edit details of an existing entry, select the appropriate row and its Service Type Details will display below the grid. To add a new Service Type and/or Rate of Pay, select “Add” and Service Type Details will open up below. From you here, all service types that have been labeled as “Payable” in the Custom Service Type application settings will display. Select the appropriate service type from the drop down menu, and, if desired, add the Rate of Pay and its Last Changed date. Select “Can Schedule” if this service type is to be an active and available service type in the Employee View of their schedule. It’s important to note that assigning service rates to an employee’s profile impacts if the shifts displays in QSMobile and QSClock, if scheduled from the client view.

employee rate of pay

Activating IHSS

To activate “IHSS” as a service type that’s available from the Employee View of their schedule, select the “IHSS Worker” check box located under the Employment Details tab. This checkbox also controls the display of the employee IHSS Weekly Cap dashboard, if there is a weekly IHSS cap set for the employee.

IHSS worker rate of pay


If you have any questions about this update or these features, please let us know:

Some Regional Centers authorize SLP (or Sleep) Hours. Within the client profile’s of those who utilize that authorization there are two point of data entry required in order to have the Management report used for billing display correctly. First, the Max Daily SLP field needs to have the appropriate hour entered, and there needs to be a SLP POS value as well. Its also assumed that the client Individual and Shared Staffing Hours are appropriately filled out under the Schedule tab as well since the Standard hours determine when sleep time would occur.

A beautiful feature within QSP is the ability to manage the utilization of a client’s POS from their Schedule! The POS Dashboard toggle allows you to manage multiple authorizations at once! It takes the POS (or IHSS NOA) value(s) from the Client Profile, in-conjunction with  the service types the client receives (as you indicate under their Client Info 2 tab), and displays that information in their POS dashboard. You can use the POS dashboard to toggle between multiple authorizations to see how you are doing at scheduling these services and maximizing their budgeted hours. Watch the tutorial to see this in action.

Don’t let an ISP or POS expire unknowingly ever again. Use QSP’s automatic notifications to alert you and your team of the upcoming expiration. This tutorial details how these are setup, and can even include multiple alerts at any frequency you choose (ie 60, 30, 15… days before). The important thing to remember is that for each person you want to be alerted of these notifications, they must be added as a contact the appropriate client contact list. Just like HR notifications, these email notifications can be maintained within Utilities. Get alerted!

Writing a great ISP is a skill that takes time and a great deal of understanding of our client’s and what it looks like for them to live as independently as possible and achieve their goals and dreams. Once those ISP objectives are in place, you can put them into QSP under a client’s ISP tab. The ILS ISP tab has been specifically and simply constructed to document just the Objectives. There are  standard 13 objectives available, which can be added to within Utilities, if necessary. Watch the full tutorial to learn more!

It’s a beautiful thing when you are an ILS instructor and serving your consumers out in the community. It’s an even more beautiful thing when you can document the time you’ve worked on the go! However, as we know, there are times when you may have a proposed appointment set up and it has to be cancelled for a myriad of reasons. This tutorial will instruct you as a QSP user how to do these things well, wherever you are.