This lesson is intended as a guide to adding students to a personal care provider's case load.
Adding students can be done by either the personal care provider or a supervisor with the appropriate permissions..
Where to Start
1. Select Medicaid Module.
2. Select Provider Caseload.
NOTE: You may also use Search to navigate to Provider Caseload.
1. Utilize filter options to narrow search. Enter a few letters up to an entire Last Name, First Name, Role, and/or Site.
2. Click the Search button.
Note: Depending on the search specificity more than one Provider may appear.
Unless you are an administrator or have special permissions, you may only have access to your own Case Load.
1. Select the desired Personal Care Provider by clicking on their name.
Note: Clicking the provider's name will automatically redirect you to the Provider Case Load screen where you can view all of the Active and Inactive students on their/your Case Load.
Add a Personal Care Student
Click the Add Personal Care Student link.
Searching for Student
1. Input all or some of the student's first and last name.
2. Click the Search button.
Click on the Student Name of the student you would like to add.
1. Choose the appropriate Site for which the student is receiving services.
2. Input the date on which the Personal Care services will begin.
3. Click the Submit button.
Next Steps
You have now successfully added the selected student to a Peronsal Care Provider's Caseload.
You are now ready to log encounters for Personal Care Providers.