Tutorial: Add Effective Dates of the Child's Status While Not Being Served by a Primary Service Provider

Use this tutorial to indicate that the child is not served by an PSP Team, and to add effective dates 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 Not Served by a PSP Team radio button. The page refreshes and displays detailed information below the table.

Child Detail page (not served by a primary service provider view)

Complete the following information as necessary:

In Start Date, enter the date on which the activity begins. 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 activity is completed. 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