Human Service Providers and Referrals

1. Human Service Providers and Referrals Chapter 5

2. Objectives • Demonstrate the process for entering a Human Service • Demonstrate the procedure for attaining a Username and Password for a Human Service Provider • Add a Referral • Demonstrate the process for a Provider to revise their information • Demonstrate the process for a Consumer to find Human Service Providers

3. General Information • Examples for this Chapter Entity Goddard Institute Add Human Services Location Goddard Institute Contact Patty Smith John James

4. Adding an Entity Add all required information New Entity will provide Day Care Services Find the Standard Industry Classification Codes

5. Add Location and Human Services Add all required information Entity has been added successfully Public comment Business Function must be chosen

6. Selecting Human Services (1 of 5) Make appropriate choices

7. Selecting Human Services (2 of 5)

8. Selecting Human Services (3 of 5) Select View List

9. Selecting Human Services (4 of 5) Review and Edit if necessary

10. Selecting Human Services (5 of 5) Listing is provided after choices are made

11. Add Contact (1 of 2)

12. Add Contact (2 of 2) Add all required fields

13. Human Service Providers • Identifying a Contact as a Human Service Provider or Training Provider will allow the Provider to maintain their own information • By checking either Human Service Provider or ITA Training Provider the application will generate a Username • LWA staff with the proper Role can Reset the password • The Provider could then be given the URL and Password which will allow them to enter the system and maintain Location, Contact, or Human Service Provider Information

14. Human Service Provider (1 of 5) Select Search Contacts

15. Human Service Provider (2 of 5) Enter Entity Name

16. Human Service Provider (3 of 5) Patty Smith will be Selected

17. Human Service Provider (4 of 5) Select Search Contacts Patty Smith’s Username

18. Human Service Provider (5 of 5) Patty Smith’s Username and Password must be communicated to her Select Search Contacts Patty Smith’s Username

19. Provider Updates (1 of 10) Providers select this upon initial entry into the system

20. Provider Updates (2 of 10)

21. Provider Updates (3 of 10)

22. Provider Updates (4 of 10)

23. Provider Updates (5 of 10)

24. Provider Updates (6 of 10)

25. Provider Updates (7 of 10)

26. Provider Updates (8 of 10) Goddard Institute

27. Provider Updates (9 of 10)

28. Provider Updates (10 of 10) Goddard Institute

29. Referrals (1 of 6)

30. Referrals (2 of 6)

31. Referrals (3 of 6)

32. Referrals (4 of 6)

33. Referrals (5 of 6)

34. Referrals (6 of 6)

35. Consumer Search (1 of 8)

36. Consumer Search (2 of 8)

37. Consumer Search (3 of 8)

38. Consumer Search (4 of 8)

39. Consumer Search (5 of 8)

40. Consumer Search (6 of 8)

41. Consumer Search (7 of 8)

42. Consumer Search (8 of 8)

43. Summary • We described the process for adding a Human Service Provider • We designated a Contact as a Human Service Provider and generated a Password for entering the system so they could maintain their own information • We demonstrated how the customer referrals will be entered • We demonstrated the process for a Provider to revise their information • We demonstrated the process for a Consumer to find Human Service Providers