Manage Service Providers

Purpose: EI Evaluation Entity managers/administrators can manage individual evaluators profiles, schedule appointments, view scheduled appointments and complete billing on behalf of evaluators

1. On the Home screen you will now see all evaluators associated with your evaluation entity

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2. From the edit pencil icon you can edit evaluators Certificates, Insurance & Training information

3. Click the down carrot on the More tab and select Manage Service Providers

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4. Manage Evaluator’s Information tab displays all evaluators associated with your evaluation entity

   1. You can use the down arrow on the far right to edit the evaluator's information such as discipline, language, county and zip codes

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5. Manage Evaluation’s Availability tab display a calendar in on which evaluation slots can be scheduled and viewed the My Eval Availability section of the Evaluator User Guide

   1. Any two evaluators within your EI Evaluation Entity can be paired together to create an evaluation

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   2. New field “Evaluation Entity” is a required field on each Evaluation Appointment. The available Evaluation Entities are dependent on which companies an individual provider is associated with in the data system

      1. NOTE: EI Colorado staff need to be informed when new evaluators join an evaluation entity ([email protected])

6. Manage Evaluator’s EI Referral Cases tab displays all scheduled an canceled evaluations and the client details associated with each scheduled or canceled appointment

   

   1. The Client Name search can be used to look-up a child’s name in the list by either first or last name. Additional details can be found in the My Client Cases for Evaluation section of this user guide

   2. Company Owner can Add Services (see: Billing)

   3. View Transactions - see what activities have been billed for each child

7. Manage Scheduled Appointment’s tab displays all scheduled evaluation and allows the company owner to edit Evaluators on scheduled evaluation appointments as needed

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