For Career Planning services, you must document for several days of services before you may actually bill for the service. Then, when it's time to bill, you must send a report for all those days you provided the services.
When creating an attendance event on the attendance screen, use the service called "CP - Career Planning - Doc Only" for every attendance day when you are not going to bill. This is used for documentation purposes only.
Then when you are ready to bill, you would use "CP - Career Discovery", or "CP - Career Exploration", etc. You would only use one of these services on one day, and that will create a billing record for you. This is what will be included in your invoice flat file. Here is an example:
For documentation, you need to create a report that gets sent to DODD for approval of the service. We recommend using reporting '026. Attendance' and select the relevant date span, client, and Program as the filters.