Provider information will be maintained in ESI.  There are three parts to the process, Part 1-Adding a Person, Part 2-Adding the Staff Type, and Part 3- Adding a Supervisor/Entering Caseload InformationProvider details. Parts 1 and 2 are completed by the Phoenix Administrator. Below are steps to Part 3. 

Adding a Supervisor/Entering Caseload Information

Part 3: Add Supervisor 

1. Go to Admin, Provider Maintenance (After the Phoenix Administrator has added the new provider and staff type, enter search criteria in the Search field)

2. Click Load

3. Expand No Supervisor by selecting the plus sign next to it

4. Double click provider's name

5. Enter Supervisor

6. Enter Reporting Supervisor

7. Enter School

8. Enter Specialty

9. Enter Comments, if necessary

10. Save

To Add Caseload, click the button

Image Removed

1. .

Save

Image Removed

Related articles

1. Image Added