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NOTE: Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable. |
Use this tutorial to add an Activated team member to a child's IFSP team on the IFSP Team Members page.
Complete the following steps to perform this tutorial:
Display the IFSP Team Members page.
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NOTE: Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable. |
Click Add. The page refreshes and displays all family members, providers, physicians, and coordinators currently associated with the child in a table.
The radio button group above the table provides access to various functions on the page. The radio button group consists of the following radio buttons:
The Associated radio button displays a list of people Associated with the child in a table when selected, and is initially selected as the default. You can double-click on an associate in the table to view or update detailed information.
The Activated radio button allows you to add Activated team members to the IFSP team for the child when selected.
The Deactivated radio button allows you to add Deactivated team members to the IFSP team for the child when selected.
When adding or updating an Associated, Activated, or Deactivated team member, the page displays differently and some information may be disabled or unavailable.
The table contains a list of all family members, providers, physicians, and coordinators currently associated with the child. Detailed information about the associates displays in the following columns of the table:
Name displays the person's first and last name.
Activated indicates whether the person is currently is Activated.
Association displays the person's current association with the child.
Agency displays the name of the agency with which the person is associated (if applicable).
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NOTE: If no results are found, the table displays a single row containing the text: "No Records Found". For more information about tables, see the Tables topic. |
Select the Activated radio button. The page refreshes and displays detailed information below the table.
Click the Provider link to search for and select the specific provider to add. The Provider Search page displays when clicked.
Complete information in one or more of the following fields to perform a search:
In First Name, enter the first name of the person on which to search. You can enter partial information to widen your search. This is an optional field. You can enter up to 25 characters as necessary.
In Last Name, enter the last name of the person on which to search. You can enter partial information to widen your search. At least two characters must be entered, and you can enter up to 40 characters as necessary. The Last Name is required when searching by name.
In ZIP, enter the ZIP code on which to search. You can enter partial information to widen your search.
In Payee, enter the name of the payee on which to search. You can enter partial information to widen your search. At least two characters must be entered.
In Specialty, select the specialty of the person on which to search from the drop-down list.
Click Search. The page refreshes and results found to match the search criteria display in the results table.
When Search is clicked, results found to match the search criteria specified are displayed in the following column(s) of the table:
Last Name displays the person's last name.
First Name displays the person's first name.
Specialty displays the individual's specialty.
County displays the name of the county in which the person resides (or practices).
Phone displays the telephone numbers at which the person (or primary contact) can be contacted.
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NOTE: If no results are found, the table displays a single row containing the text: "No Records Found". For more information about tables, see the Tables topic. |
Double-click on a provider in the results table to select the provider. The IFSP Team Members page refreshes and displays the selected provider's name, address, agency, and specialty.
IFSP Team Members page (activated details view with provider selected) for Coordinator/District roles
Complete the following information as necessary:
In Phone, enter one or more telephone numbers at which the person can be contacted. For more information about entering telephone numbers, see the Telephone Numbers topic.
In Role, select the specific role to assign to the person from the drop-down list.
In Other Role, enter any additional roles to assign to the person. You can enter up to 40 characters as necessary.
In Start Date, enter the date on which the person becomes active. When updating detailed information, the start date may be disabled. For more information about entering dates, see the Calendar Controls topic.
In End Date, enter the date on which the person becomes inactive as necessary. For more information about entering dates, see the Calendar Controls topic.
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NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data. |
Click the Save button. The page refreshes and displays the new information in the IFSP Team Members table.
Version 1.6
