Tutorial: Add a PSP Team Meeting Attendee

Use this tutorial to add an attendee to an PSP Team meeting on the PSP Team Meeting Details page.

NOTE:  Depending on the method of access and your current permissions, this tutorial may not be available.

Complete the following steps to perform this tutorial:

  1. Access the PSP Team Meeting Details page.

 

PSP Team Meeting Details page (default view) for District role

PSP Team Meeting Details page (default view) for Provider/State roles

  1. Click the Meeting Attendees button.  The page refreshes to display the Meeting Attendees table.

 

PSP Team Meeting Details page (meeting attendees view)

  1. In the Add Meeting Attendee section, enter the following details:

NOTE:  When the Enrolled radio button is selected or the icon is clicked, the PSP Team Provider Search PSP Team Provider Search page displays.  Use this page to search for and select a specific provider that is currently enrolled.  Once selected, the provider's detail information is automatically populated under Add Meeting Attendee.

When the District As Provider radio button is selected or the icon is clicked, the Exisiting Subcontractors page displays.  Use this page to search for and select a specific subcontractor by District region.  Once selected, the subcontractor's detail information is automatically populated under Add Meeting Attendee.

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.

  1. Click Add Attendee.  The page refreshes and displays the new information in the table.