EI Dates - Child in Referral Status

Overview

This section reviews the business functions that can be performed for the EI Dates while the child is in the Referral status.

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

 

Exercise 1:  View EI Dates list

The user will test the ability to view the EI Dates list.

Quick Steps

Result / Additional Information

    1.        From the Child Summary Web page select the EI Dates left side menu tab.

System displays the EI Dates list for the child.

 

 

Exercise 2:  View a specific Referral record

Quick Steps

Result / Additional Information

    1.        From the Child Summary Web page select the EI Dates left side menu tab.

System displays the EI Dates list associated with the child.

    2.        Select the View hyperlink of the Referral record to be viewed.

System displays the Referral record in read only mode.

 

 

Exercise 3:  Add additional Referral record

The user will test the ability to add a new Referral record for the child.

Quick Steps

Result / Additional Information

    1.        From the Child Summary Web page select the EI Dates left side menu tab.

System displays the EI Dates list associated with the child.

    2.        Select the Add Referral hyperlink from the upper right corner.

System displays the Referral record Web page in add mode.

    3.        Enter the required data fields. Select Save.

System performs data edits. If data errors exist the system will display an error message. The system remains on the Referral record Web page in add mode.

If no data errors exist the system will write the data to the database and display the EI Dates Web page in read only mode. The newly added Referral is listed in the EI Dates list.

 

 

Exercise 4:  Edit existing Referral record

The user will test the ability to edit the data associated with an existing Referral record.

Quick Steps

Result / Additional Information

    1.        From the Child Summary Web page select the EI Dates left side menu tab.

System displays the EI Dates list associated with the child.

    2.        Select the View hyperlink from EI Dates list of the Referral record to be viewed.

System displays the Referral Web page in read only mode.

    3.        Select the Edit function from the upper right corner of the Referral record Web page.

System displays the Referral record Web page in edit mode.

    4.        Add or revise existing data for the Referral record. Select Save.

System performs data edits. If data errors exist the system will display an error message. The system remains on the Referral record Web page in edit mode.

If no data errors exist the system will write the new/revised data to the database and display the Referral record Web page in read only mode.

 

 

Exercise 5:  Add an Intake record

The user will test the ability to add an Intake record for the child.

 By adding an Intake record, the child moves to a status of Intake.

 

Quick Steps

Result / Additional Information

    1.        From the Child Summary Web page select the EI Dates left side menu tab.

System displays the EI Dates list associated with the child.

    2.        Select the Add Intake hyperlink from the upper right corner.

System displays the Intake record Web page in add mode.

    3.        Enter the required data fields. Select Save.

System performs data edits. If data errors exist the system will display an error message. The system remains on the Intake record Web page in add mode.

If no data errors exist the system will write the data to the database and display the Intake Web page in read only mode. The newly added Intake record is listed in the EI Dates list.

 

 

Exercise 6:  Terminate a child

The user will test the ability to terminate a child from the Early Intervention Program.

By adding a Termination record, the child moves to a status of Terminated.

 

Quick Steps

Result / Additional Information

    1.        From the Child Summary Web page select the EI Dates left side menu tab.

System displays the EI Dates list associated with the child.

    2.        Select the Terminate hyperlink from the upper right corner.

System displays the Termination record Web page in add mode.

    3.        Enter the required data fields. Select Save.

System performs data edits. If data errors exist the system will display an error message. The system remains on the Termination record Web page in add mode.

If no data errors exist the system will write the data to the database and display the Termination Web page in read only mode. The newly added Termination record is listed in the EI Dates list.