Service Provider Assignment - for Billing

Purpose: Service Coordinators must use the Service Provider Assignment function for a Service Provider to bill via the Provider Portal for services provided to a child.

NOTE: Data displayed is from our Staging environment, data does not represent actual child/family information.

Assigning Provider for Initial IFSP

1. Client Case → Related → Service Provider Assignments (Initial IFSP Case) → New

2. Select Provider that will participate in Initial IFSP development, Start Date and End Date will be left blank

Updating Service Provider

1. From the Service Plan Element, select Service Provider Assignment button

2. Select a new Service Provider

   1. Enter Start Date

   2. Click Save

      Note: The prior service provider/assignment will be end dated

Service Provider Assignment Demo