Creating a New Service Ticket

Click “New” on the menu bar and select a Staff member’s name and the date, and click Save before entering any more information.
- Note: The employee number field should be automatically populated with the ID number assigned in Staff information.
- See Adding/Removing Staff Members for staff member configuration.

Once the header information has been saved, you can now begin filling out the fields below. After all fields have been filled in as necessary, click the “Add Item” button to add the record to this Service Ticket.
- Note: You must select a program to add the record, otherwise an error will occur.
After you have added all the records to the Service Ticket, make sure to click “Save” on the menu bar once again before closing the Service Ticket to ensure that all the information is saved.

Selecting and Viewing an Existing Service Ticket

At the top of the Service Ticket form, use the “Select Service Ticket” drop down list to view previously created Service Tickets.

You can print or save a Service Ticket to your computer by clicking the “Print Report” button in the top right-hand corner of the Service Ticket page.

If necessary, you can add additional Programs, Services, and their corresponding billing codes to the FlexAMS System so that they can be used in Service Tickets.
Click the “Corporate Information” tab on the Main Menu. Under “Organization Information”, select your organization and then click “Provided Services & Programs”.
Programs versus Services
- Programs use the 3-4 letter Program Codes such as PRES, EAP, and PSYC as their accounting codes. These are used to document how many hours each staff member spent on each of the programs each month.
- Services, marked as “Other Service” in the example below, use 3-digit Billing Codes such as 601, 602, and 603 as their accounting codes. These are used in deciphering between services that are billable by the State of Illinois and those that are not.
To add a new program or service, click “New” on the top menu bar. Select the class type, name, and specify an Accounting Code to be used with this program or service. Click “Save” at the top of the menu bar to save your new program or service.

Using the information from completed Service Tickets, you can output the information in a report for saving or printing.
See View/Print/Save Reports for more information.