Tutorial: Add a Primary Service Provider for a Child

Use this tutorial to add Primary Service Provider information to the Primary Service Provider section of the Child Detail page.

Complete the following steps to perform this tutorial:

Display the Child Detail page.

Child Detail page (primary service providers default view)

Child Detail page (primary service providers default view) for Coordinator/District roles

Child Detail page (primary service providers default view) for Provider/State roles

NOTE: This page contains collapsible data. Sections can be collapsed by clicking the [-] beside the section heading. Click the [+] to expand the section.

Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

In the Primary Service Provider section, click Add. The page refreshes and displays a radio button group below the Primary Service Providers table.

Child Detail page (add primary service providers view)

The radio button group below the table provides access to various functions on the page. The radio button group consists of the following radio buttons:

Select the Child is Served by a PSP Team radio button to indicate that the child is served by the PSP Team, and then select a provider.
Select the Child is Not Served by a PSP Team radio button to indicate that the child is not served by the PSP Team, and then enter a start date to indicate the effective date of the child's status.

When adding providers or effective dates, the page displays differently and some information may be disabled or unavailable.

Select the Child is Served by a PSP Team radio button. The page refreshes and displays detailed information below the table.

Child Detail page (served by a primary service provider view)

Click the Provider link to search for and select the specific provider to add. The Provider Search page displays when clicked.

Provider Search page (default view)

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.

Provider Search page (results found)

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.

Payee displays the name of the person or group to which payment is made.

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.

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 Child Detail page refreshes and displays the selected provider's name.

Child Detail page (served by a primary service provider with provider selected)

Complete the following information 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.

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 Primary Service Providers table.

Version 1.6