Child Summary

Overview

This section reviews the business functions that can be performed for the Child Summary business process

Upon completion of this exercise, the user will have knowledge to:

 

Exercise 1:  Navigate via left side menu tabs

The user will test the various methods to navigate via the left side menu.

Quick Steps

Result / Additional Information

    1.        Select Child Detail.

System displays the Child Detail Web page.

    2.        Select Family.

System displays the Family list.

    3.        Select EI Dates.

System displays the Early Intervention date records. The list will hold Referral records, Intake record, IFSP period records, Termination records.

    4.        Select Authorizations.

System displays the Authorization list.

    5.        Select Physician.

System displays the Physician list.

    6.        Select RAU Transfer.

System displays the RAU Transfer History list.

    7.        Select Child Library.

System displays the Child document list.

    8.        Select COSF.

System displays the Childhood Outcome Summary Form (COSF) list.

    9.        Select Team Note.

System displays the Team Note list.

 

 

Exercise 2:  Navigate via hyperlinks

The user will test the various methods to navigate via the embedded hyperlinks on the Child Summary Web page.

Quick Steps

Result / Additional Information

    1.        Select Born hyperlink.

System displays the Child Detail Web page.

    2.        Select Referred hyperlink.

System displays the EI Dates list.

    3.        Select Intake or No Intake hyperlink.

System displays the EI Dates list.

    4.        Select Eligibility or No Eligibility hyperlink.

System displays the EI Dates list.

    5.        Select Primary Contact hyperlink.

System displays the Family list.

 

 

Exercise 3:  Add Interim Service Coordinator

The user will test the ability to assign an Interim Service Coordinator to a child.

The child must be in Referral or Intake status to assign an Interim Service Coordinator.

 

Quick Steps

Result / Additional Information

    1.        Select the Interim Service Coordinator hyperlink.

System displays the Coordinator Search functionality.

    2.        Search for a Coordinator by Last Name or Agency.  Select Search.

System displays Service Coordinators that match the search criteria.

    3.        Select the Service Coordinator.

System closes the Service Coordinator search functionality and displays the Interim Service Coordinator.

 

Exercise 4:  Add Ongoing Service Coordinator

The user will test the ability to assign an Ongoing Service Coordinator to a child.

The child must be in Intake or IFSP status to manually add an Ongoing Service Coordinator.

 

 Quick Steps

Result / Additional Information

    1.        Select the Ongoing Service Coordinator hyperlink.

System displays the Coordinator Search functionality.

    2.        Search for a Coordinator by Last Name or Agency. Select Search.

System displays Service Coordinators that match the search criteria.

    3.        Select the Service Coordinator.

System closes the Service Coordinator search functionality and displays the Ongoing Service Coordinator.

 

 

Exercise 5:  View previous enrollment periods

The user will test the ability to view previous enrollment periods.

Quick Steps

Result / Additional Information

    1.        Select the date range for the enrollment period.

System displays the Child Summary for the selected Enrollment Period.

Notice how the Web page headings change based on a different enrollment period.