How do I assign a Lead provider?
To assign a Lead provider:
- Click the user dropdown menu to select your program.
[Screenshot of user dropdown menu] - You will be taken to the Program Details page. Under the Children section, click on the name of the child you would like to assign a Lead provider to.
[Screenshot of Program Details page with Children section] - You will be taken to the Child Summary page. In the Providers section, click "Edit Team"
[Screenshot of Child Summary page with Providers section] - Click the ADD NEW PROVIDER button. This will open a popup window to assign a new provider.
[Screenshot of Provider section with Add New Provider outlined] - Select a provider from the Providers dropdown menu.
[Screenshot of Providers dropdown menu with list of providers showing] - Select Yes for the radio option for Make lead provider?.
[Screenshot of selected Yes radio option for Make lead provider] - Click the SAVE button.
On the Child Summary page, the Lead provider will have a star next to their name to indicate they are the lead.
[Screenshot of Child summary page with Lead provider starred]