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 Information. Parts 1 and 2 are completed by the Phoenix Administrator. Below are steps to Part 3.
Part 3: Add Supervisor
Go to Admin, Provider Maintenance (After the Phoenix Administrator has added the new provider and staff type, enter search criteria in the Search field)
Click Load
Expand No Supervisor by selecting the plus sign next to it
Double click provider's name
Enter Supervisor
Enter School
Enter Specialty
Enter Comments, if necessary
Save
To Add Caseload, click the button
Enter caseload Plan Time, Duty Time, Advise Time, Testing Time, and Travel Time. (Instructional minutes and direct service minutes are already filled in)
Save
