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. 

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

11. To Add Caseload, click the button

12. Open

    

    Enter caseload Plan Time, Duty Time, Advise Time, Testing Time, and Travel Time. (Instructional minutes and direct service minutes are already filled in)

13. Save

    Open

    

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