The Provider Overview screen leads you to a list of the clients who are currently receiving services from a provider to whom you are assigned. This list includes the client's name, person ID, age, status, and other details.
View this list as follows:
From the Home screen, click the Provider tab.
Click the Workload tab. The Workload screen appears.
Click the Select link for the provider whose record you want to view. The Provider Overview screen appears.
Click Placements / Services in the navigation bar on the left. The system defaults to the Placements tab; Placements Filter Criteria screen appears.
This screen displays only completed placement and provided case services records.
Click Close to return to the Provider Overview screen.
See also Match a provider service with a client. If you are caseworker, see Record case services for individuals or Record case services for case member groups for instructions on selecting services and providers.