View a History of Workers on a Provider

From the Provider Overview screen, you can view a history of workers and supervisors currently or previously assigned to a provider.

 View a history of assigned workers from the search tool as follows:  

1. Click the Search header link, then click the Provider Search tab. The Provider Search screen appears.
   
   Or if you work in the Provider area, click the Provider tab on the home screen, then click the Directory tab. The Provider Search screen appears.

2. Enter search criteria.
   
   The quickest way to complete the search is to enter the provider ID number if you have it. If not, you can search on the provider's name, category, type, and/or agency. When you click Advanced Search, you can search by the provider's address, as well.

3. Click Search. The providers that meet your criteria appear in the Provider Profile Search Results table.

4. Click the Edit link for the provider whose record you want to view. The Provider Overview screen appears. This screen displays the worker(s) and supervisor(s) currently assigned to the provider in the Provider Assignment Information table.

5. Click the View Assignment History link. The Assignment History screen appears. It displays a history of workers' participation dates and other details.

6. Click the Supervisor(s) link to view the supervisors who have been assigned to the case.

7. Click Close. You are returned to the Provider Overview screen.

See Assign a work item or workload if you are a manager making provider assignments.