The system does not accept two records for the same provider. That is, a provider may not be certified by more than one agency.
Once the decision of "Screen In - Application Received" has been recorded and the inquiry record is completed, you link the inquiry to a new or existing provider record.
The system does not accept two records for the same provider. That is,
a provider may not be certified by more than one agency.
Process:
Record
a provider inquiry
Link an inquiry as follows:
From the Inquiry Search tab; the Inquiry Search Criteria screen, click the Completed Inquiries tab. The Assignment screen appears. It displays a list of completed inquiry records, which are ready to be linked to a provider record. This list displays inquiries on which a decision of "Screened In - Application Received" was recorded.
Click the Link link to associate the new, completed inquiry to a provider record. The Link Provider Information screen appears. The system matches the person in the Inquirer 1 role to any provider record, if any, in which that person is a member.
If an existing provider record is listed for the inquirer,
click the Link link. The inquiry is now associated with the provider
and the Basic tab; the Provider Name Information screen
appears..
If there is no existing provider record, click Add
New Provider to create
a new provider record. The system transfers information from the
inquiry record to the provider record.
Click Save. To verify the linked inquiries, see View inquiries linked to a provider.
Once the new inquiry has been linked to a new or existing provider record, you can begin the home study process.
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