US English (US)
ES Spanish

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Contact Us
English (US)
US English (US)
ES Spanish
  • Home
  • Managing Your Account
  • User Management

How do I assign a Lead provider?

Written by Monica Belle

Updated at November 29th, 2023

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Getting Started
    Transition to AEPSi Technical Requirements
  • Assessments
    AEPS-3 Ready-Set Assessment Activities Groups Family Resources
  • Reports
    Child Reports Class/Provider Reports Program Reports OSEP Accountability Eligibility
  • Online Tutorials
  • How-to Videos
  • Child Profiles
    Child Summary Child Team Caregivers
  • Managing Your Account
    Administrative Functions Import Account types Billing and Account Management User Management
  • Curriculum
  • Training
+ More

To assign a Lead provider:

  1. Click the user dropdown menu to select your program.
    [Screenshot of user dropdown menu]
  2. 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]
  3. You will be taken to the Child Summary page. In the Providers section, click "Edit Team"
    [Screenshot of Child Summary page with Providers section]
  4. 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]
  5. Select a provider from the Providers dropdown menu.
    [Screenshot of Providers dropdown menu with list of providers showing]
  6. Select Yes for the radio option for Make lead provider?.
    [Screenshot of selected Yes radio option for Make lead provider]
  7. 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]

child profiles adding providers & reviewers

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • What is a Program Administrator?
  • How do I change my password?
  • How do I delete a user profile?
  • What is an Account Administrator?

Copyright 2025 – AEPSi3.

Knowledge Base Software by Helpjuice

Definition by Author

0
0
Expand