Provider match

Service Category

Select the category of services the client requires. You must select a category to complete a match. When you open this screen from the placement information on the case record, the system automatically fills in this field.

Service Type

Select the type of service the client requires. You must select a service type to complete a match.  When you open this screen from the placement information on the case record, the system automatically fills in this field.

Agency Type

Select the type of agency if you want to search providers within a certain type of agency.

Agency

Select the agency if you want to search providers within a specific agency. This field is enabled when you select an agency type. It lists the agencies within the type you selected.

By Available Capacity

Select this checkbox to search providers who have space available in their homes or facilities.

Available Counties

Select the county(ies) you want to include in your search, then click Add>>.  You can include either counties or a school district in a search.

Selected and Nearby Counties

This list box displays the county(ies) you selected in the Available Counties, as well as any immediately surrounding counties. To remove a county from the list, select it and click <<Remove.

School District

Enter the school district ID to search by school district instead of by county.

Provider ID

Enter the provider ID number to search for client  matches for a specific provider. If you use the provider ID, the only other criteria you may include are the service category and service type.

Provider Name

Enter the provider's name to search for client matches for this provider. You can enter up to 100 characters. You use this field or enter a member name, but not both.

Member First Name

Enter the first name of a provider's household or staff member to search for client matches for this member. You can enter up to 70 characters. You use this field or enter a provider name, but not both.

Member Last Name

Enter the first name of a provider's household or staff member to search for client matches for this member. You can enter up to 70 characters. You use this field or enter a provider name, but not both.

Sounds Like

Select this check box if you want the system to find names that sound like the last name you entered.

Available Skills

Select the provider skills you want to include in your search, then click Add>>.

Selected Skills

This field displays the skills you selected in the list box on the left. To remove a skill, select it and click <<Remove.

Gender

Select the child's gender to include it in your matching criteria. This is used in matching home providers.

From Age

To include the child's age range in your matching criteria, enter the youngest age the provider will accept. This is used in matching home providers.

To Age

To include the child's age range in your matching criteria, enter the oldest age the provider will accept. This is used in matching home providers.

Language

Select the child's primary language to include it in your matching criteria. This is used in matching home providers..

Race (check boxes)

Select the check box(es) next to child's ethnic origins. You can check more than one. This is used in matching home providers.

Available Characteristics

Select the characteristics the provider is willing to accept, then click Add>>. This is used in matching home providers.

Characteristics to be Used in Match

This list box displays the characteristics selected in the list box on the left. To remove a characteristic, select it, then click <<Remove.

Sort Results By

Select the method by which you want the system to display the search results.