Tutorial: View a List of Primary Service Providers for a Child
Use this tutorial to view a list of Primary Service Providers for a child and/or to filter the list of providers displayed in the Primary Service Provider section of the Child Detail page.
Complete the following steps to perform this tutorial:
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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
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NOTE: This page contains collapsible data. Sections can be collapsed by clicking the [-] beside the section heading. Click the [+] to expand the section. |
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View the most current Primary Service Provider's first and last name in the section heading.
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View the list of all Primary Service Providers in the Primary Service Providers table.
The table contains a list of all providers currently associated with the child. Detailed information about the providers displays in the following columns of the table:
Primary Service Provider displays the first and last name of the provider, or if there is no PSP Team serving the child, the text "Child Not Being Served".
Agency displays the name of the agency with which the person is associated (if applicable).
Phone displays the telephone numbers at which the person (or primary contact) can be contacted.
Specialty displays the individual's specialty.
Start Date displays the date on which the person (or group) becomes (or became) active or assigned.
End Date displays the date on which the person (or group) becomes (or became) inactive or unassigned.
The data in these columns of the table is read-only.
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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. |
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Filter the results in the Primary Service Providers table by clicking the following buttons:
Click All to display all results available.
Click Active to only display results that are currently active.
Click Inactive to only display results that are currently inactive.
Version 1.6