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1 Indiana e-child Care Provider Web User Manual Updated 10/30/2017

2 Table of Contents 1 Introduction About This Guide About the Provider Web Provider Web Basics Accessing the Provider Web Login Screen Register New Account User Profile Setup Password Reset Screen Common Screen Areas Overview Common Screen Areas Home Area Information Access Sections Log-Out Area Drop-Down Boxes and Submit Buttons Navigation Buttons Hyperlinks Sorting Filtering Provider Home Screen My Payment Screens Provider Payment History (Summary by Voucher) Screen Voucher Report Benefit Information Screen (Child Voucher Details) Voucher Payment Attendance Details (When Late Attendance Paid for the Week) Screen My Vouchers Screens Active Voucher Report Screen Other Voucher Report Screen Child Voucher Details Report Screen My Attendance Screens Daily Summary Attendance Screen Page 4

3 5.2 Weekly Summary Attendance Screen Weekly Detail Attendance Screen Voucher Late Attendance Entry My Holidays Modify Provider Holidays My Inclement Weather Closure Days Modify Provider Inclement Weather Closure Days My Late Attendance Screens Late Attendance Summary Screen Late Attendance Details Screen My POS Device Service Request Status Screen POS Device Service Request Status Screen Manage Staff Users Screens Staff User Search Staff User Search Results Screen Create New Staff User Login Screen Update Staff User Login Screen Provider Profile Location Selection Select Login Profile Page 5

4 1 Introduction This Indiana Provider Web user guide provides information about the features and uses of the screens on the Indiana Provider Web website. 1.1 About This Guide Purpose This user guide provides basic descriptions of the nature and features of screens used on the Indiana Provider Web website. Throughout the remainder of this user guide, the Indiana Provider Web website will be referred to as Provider Web. Use of this Guide This user guide does not provide step-by-step instructions for site navigation however, it does provide detailed screen information and instructions for accessing various screen information which may be viewed by providers. Graphics The graphic illustrations in this guide are screen captures that show whole or partial Provider Web screens. Graphics have partial borders to clarify the boundaries between graphics and text areas. The entries seen in the illustrations in this guide are not actual Provider Web provider data. 1.2 About the Provider Web The Provider Web is an internet website for providers allowing them to view specific child care data and assist in the management of their attendance and payments through the Hoosier Works for Child Care program. All Provider Web screens use drop-down menus and point-andclick techniques to provide users with an easy-to-use method to access and view child care data. Users can retrieve and view data associated with: Provider profile information Payments Vouchers Attendance Specific Provider Web information availability: Previous 13-day attendance entries which are listed by child. Weekly attendance totals, listed by child, for the previous 3 payment periods. All CCDF payments received for the 3 most recent pay periods. Adjustments and credits made to vouchers for a given pay period. Listing of all active vouchers assigned to the child care facility as well as detailed benefit information for each voucher. Personal Day balances of all CCDF children assigned to the provider. Page 6

5 2 Provider Web Basics Section 2 describes basic information on accessing the Provider Web, logging in to the Provider Web and other common screen information. 2.1 Accessing the Provider Web To access the Provider Web, your computer must be connected to the internet. Once connected to the internet, please follow the steps below: 1. Open your internet or web browser (i.e. Internet Explorer, Chrome, Firefox, Safari, etc.) 2. Type the Provider Web website address into the Address box at the top of the screen: 3. Press the Enter key. The Provider Web opens at the Login Screen, which requires a valid User Name and Password. All User Names and initial Passwords will be assigned to the provider. For security reasons, users will be required to change their password during the first login. 2.2 Login Screen Page 7

6 State of Indiana Allows users to log into the Provider Web and to access Program Materials, Needed Documents, Program Updates and Helpful Links. Users are required to log in to access child care data. Program Materials, Needed Documents, Program News and Helpful Links do not require logging into the Provider Web. These items may be accessed from the Login Screen by clicking the desired item. Upon initial login, it is required that you change your Password. The Password can be anything that meets the Password format rules: The Password must be at least 8, but no more than 10, alphanumeric characters. The Password must contain a minimum of one lower-case alpha character, one upper-case alpha letter, and one number. The Password also must contain a minimum of one special character. Only these special characters are allowed: _, # and $ User Name and Password can NOT be the same. User Name and Password are case-sensitive, so the User Name Jsmith is NOT the same as jsmith or JSMith. Upon initial login, the user must select and answer three (3) security questions, from a list of five (5), for use if the user forgets his/her password. For security reasons, if an incorrect Password is entered three (3) times in a row, the user will be locked out for 30 minutes. Even if the user enters the correct password during the 30-minute lockout period, an error message will be displayed. After nine (9) incorrect password attempts in a row or nine (9) incorrect attempts to answer the security question in a row, account login is locked until access is reset by the Provider Help Desk. User Name Password LOGIN Forgot Password? Help? Program Materials Needed Documents IMPORTANT Used to enter the User Name. Used to enter the user s Password. Completes Login and opens the Provider Home Screen. Opens the Password Reset Screen. Opens a window with contact information for the Provider Help Desk. Opens Program Materials that may be used in the CCDF program. Opens CCDF forms commonly used by providers. CCDF program updates. Page 8

7 Helpful Links Downloaded Privacy Policy Provides additional resource information. Opens the Adobe Reader Download Page. Opens the Xerox Online Privacy Statement. State of Indiana Page 9

8 2.3 Register New Account At initial login, this screen allows a provider to use his/her facility zip code and EIN number to register a new account. This screen is displayed when a new provider logs in to Provider Web for the first time using the provider s initial User Name and password that are the same (e.g., u12345/u12345). The provider must provide his/her Facility Zip Code and Employer Identification Number (EIN) to get access to Provider Web. NOTE: This screen is not applicable for staff user login created by the provider. The Password can be anything that matches the Password format rules: The Password must be at least 8, but no more than 10, alphanumeric characters. The Password must contain a minimum of one lower-case alpha character, one upper-case alpha letter, and one number. The Password also must contain a minimum of one special character. Only these special characters are allowed: _, # and $ User Name and Password can NOT be the same and can NOT match the 3 previous passwords. User Name and Password are case-sensitive, so the User Name Jsmith is NOT the same as jsmith or JSMith. Facility Zip Code EIN Password Used to enter the Zip Code of the provider facility. Used to enter the provider s Employer Identification Number (EIN). Used to enter the new Password. Page 10

9 Confirm Password Register New User State of Indiana Used to enter the new password a second time. The entry here must exactly match the entry in the Password field. Saves the new password and registers new Provider Web user account. Page 11

10 2.4 User Profile Setup At initial login, or when requested by an existing user, this screen allows a provider to choose and answer three (3) security questions to use if the provider must recover a forgotten password in the future.. The user selects three (3) security questions from five (5) available in the drop down list. Security answer format must be the following: Alphanumeric characters (A-Z, a-z, 0-9), spaces are allowed Special characters are not allowed Leading and trailing spaces are not allowed Consecutive spaces are not allowed Must be between 3 and 30 characters long Case insensitive Security Question Security Answer Confirm Security Answer Submit This drop down list is used to select three (3) of five pre-defined security questions. This box must be used to enter the answer to the security question. This box must be used to enter the security answer a second time. The entry here must match the entry in the Security Answer box. This button saves the security questions and answers. Page 12

11 2.5 Password Reset Screen Allows users to reset their Password. This screen is accessed by clicking the Forgot Password? on the Login Screen, after the Provider Help Desk resets a user s password, and first login after 90 days without a password change. The Password can be anything that matches the Password format rules: The Password must be at least 8, but no more than 10, alphanumeric characters. The Password must contain a minimum of one lower-case alpha character, one upper-case alpha letter, and one number. The Password also must contain a minimum of one special character. Only these special characters are allowed: _, # and $ User Name and Password can NOT be the same and can NOT match the 3 previous passwords. User Name and Password are case-sensitive, so the User Name Jsmith is NOT the same as jsmith or JSMith. New Password Confirm Password Submit Cancel Used to enter the new Password. Used to enter the new password a second time. The entry here must exactly match the entry in the Password field. Saves the new password. Cancels password change action. Page 13

12 2.6 Common Screen Areas Overview Information Access Areas Drop-Down Boxes Allows a user to open page features and select data to view. The illustration above highlights common page areas. These areas are on all Provider Web screens, and are explained in the Common Screen Areas section of this guide. The lines and area names shown in the above illustration do NOT appear on the actual Provider Web. They are included here to help distinguish the areas of the screen. Page 14

13 2.7 Common Screen Areas State of Indiana Some page features appear on every screen in the Provider Web. These common features are explained in this section of this guide Home Area Clicking on Home > from any Provider Web screen returns the user directly to the Provider Home Screen Information Access Sections Each screen view will provide the user access to all information sections Log-Out Area Clicking on this part of any Provider Web screen ends the current session and returns the user to the Login Screen. After clicking this, the user will have to log in again Drop-Down Boxes and Submit Buttons Drop-Down Boxes provide the user additional options for viewing specific child care data. The Submit buttons which follow are used to retrieve the selected information. Using a Submit button should be done using a mouse click rather than pressing the Enter key on your computer keyboard. Page 15

14 2.8 Navigation Buttons Results from a search will pull up a maximum of 20 results to be displayed at one time. If more than one page of results is available, you can advance the pages by hitting the green arrows left or right. Clicking these buttons changes the screen display allowing the user to go back and forth between results screens. The user can also select the drop-down box to advance to a certain page of results as well, in addition to advancing using the arrows. Any results that are displayed in a table format, the user can also export the information into a Text File, Excel Spreadsheet, or PDF (Left to Right) choose to document. 2.9 Hyperlinks Late Attendance Entry Policy Johnson, Jessica $ Provider Web information shown in blue type are hyperlinks or links that, when clicked, will show a new page providing more detailed information about the selected item Sorting Sorting allows the user to change the order in which information is viewed. Users can sort information by clicking the desired column header, changing the order that information is displayed to either ascending or descending order. Page 16

15 2.11 Filtering State of Indiana Filtering allows the user to select a subset of information in a list by entering one or more characters into one of the fields below the appropriate column header. For instance, typing 10 into the empty field below Personal Days Balance will shorten the list provided to only those providers with a balance of ten (10) personal days. Page 17

16 2.12 Provider Home Screen Page 18

17 Displays basic provider and recent payment information, as well as allowing a user to select more specific child care data to view. This screen is accessed by logging into the Provider Web or by clicking the Home hyperlink from any screen. Users can use the Information Access Sections in order to retrieve and view data associated with: Provider profile information Payments Vouchers Attendance Holidays Inclement Weather Closure Days Late Attendance Summary 1099 Form The remaining pages of this guide describe the use of the Information Access Sections and the information that may be viewed from each screen. Recent Payment Amount and Payment Date display information for the most recent payment made to the provider. Drop-Down Boxes Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 19

18 3 My Payment Screens Section 3 describes information viewed in the My Payments section of the Provider Web. 3.1 Provider Payment History (Summary by Voucher) Screen /27/15 01/02/2016 Total Paid: $ Displays detailed provider payment history for the selected Payment Day or Payment Period. This screen is accessed by selecting a Payment Day or a Payment Period from the My Payments Drop-Down Box then clicking the Submit button. Information on this screen may include attendance payments as well as adjustment payments made to the provider for the selected payment day or period. If there are no attendance payments or adjustment payments, the section will display a notification message. Page 20

19 Information : The Attendance Payments section provides a breakdown by child for each payment week as well as providing Weekly Totals. The Adjustment Payments section provides any voucher adjustments and their amount. Attendance Total indicates the total amount paid to the provider for both Week 1 and Week 2 of services. Late Attendance Total indicates late attendance payments included in the total provider payment. Voucher Adjustment Credits indicates voucher adjustments credited to the total provider payment. Provider Adjustment Credits indicates provider adjustments credited to the total provider payment. Provider Adjustment Debits indicates provider adjustments debited to the total provider payment. Statewide Provider Adjustment Credits indicates statewide provider adjustments credited to the total provider payment. Supply Reimbursement Paid indicates the amount credited to the provider for supply reimbursement. Total Paid indicates the grand total paid to the provider. Child Name Week 1 & 2 Payment Late Attendance Payment Drop-Down Boxes Hyperlink that opens the Voucher Report Benefit Information Screen. Hyperlinks that open the Settled Attendance (Payment Details) Screen. Hyperlink that opens the Voucher Payment Attendance Details Screen. Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 21

20 3.2 Voucher Report Benefit Information Screen (Child Voucher Details) Displays detailed voucher benefit information for the selected child. This screen is accessed by clicking the Child Name link from various screens throughout the Provider Web. Drop-Down Boxes Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. See Active Vouchers and See Other Vouchers are the drop down selection items. Page 22

21 3.3 Voucher Payment Attendance Details (When Late Attendance Paid for the Week) Screen mtaylor Parent Web mtaylor Parent Web 01/10/ :00 $50.00 Page 23

22 Allows a user to view detailed settled attendance for the selected child. This screen is access by clicking the Week 1 or Week 2 Payment hyperlink on the Provider Payment History (Summary by Voucher) Screen. Information on this screen includes daily and weekly hour totals and transaction types for the selected child. Also included is a breakdown for Total Payable Hours by Attendance, Personal Day, Holiday hours, and Inclement Weather Closure Day hours. Payment Date and Late Attendance approval dates and by user, are also displayed on the Payment Details screen when there is late attendance to display. The red highlighted boxes indicate where the Late Attendance Payment information will be displayed. Status indicates the attendance transactions which have been settled for payment. Drop-Down Boxes Provides a list for choosing specific child care data. Click the Year + Select Payment Date or the Year + Select Payment Period drop down lists. Click the Submit button to access and view selected child care data. Page 24

23 4 My Vouchers Screens Section 4 describes information that can be viewed in the My Vouchers section of the Provider Web. 4.1 Active Voucher Report Screen Allows a user to view a listing of all active vouchers that can currently be swiped against. The screen lists up to 20 voucher records per page. Child Name Drop-Down Boxes This screen is accessed by selecting See Active Vouchers from the My Voucher Options Drop-Down Box then clicking the Submit button. Information on this screen includes the Personal Day Balance, Effective Date and End Date for each active voucher listed on the report. Also listing the active voucher child name, child number, and parent and voucher number. Link that opens the Child Voucher Details Screen. Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Options are See Active Vouchers and See Other Vouchers. Page 25

24 4.2 Other Voucher Report Screen Allows a user to view a listing of all inactive or expired vouchers that cannot be currently swiped against. The screen displays 20 voucher records per page. This screen is accessed by selecting See Other Vouchers from the My Vouchers Drop-Down Box then clicking the Submit button. Information on this screen includes the Personal Day Balance, Effective Date and End Date for each active voucher listed on the report. Although these vouchers cannot be currently swiped against, you may still receive payments on these vouchers. Child Name Drop-Down Boxes Link that opens the Child Voucher Details Screen. Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 26

25 4.3 Child Voucher Details Report Screen Displays detailed voucher benefit information for the selected child. The screen displays multiple voucher details for a child with multiple vouchers regardless of voucher status. This screen is accessed by selecting a Child Name hyperlink from the previous My Vouchers screen. The Child Voucher Details Report displays detailed benefit and rate information, including status, effective dates, subsidy amount, age group and rate information. Drop-Down Boxes Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. See Active Vouchers and See Other Vouchers are the drop-down selections. Page 27

26 5 My Attendance Screens Section 5 describes information that can be viewed in the My Attendance section of the Provider Web. 5.1 Daily Summary Attendance Screen Allows a user to view attendance transaction information for each child for the selected date range. The screen allows users to void transactions in the backswipe period. Page 28

27 State of Indiana This screen is accessed by selecting an Attendance Day or Attendance Week from the My Attendance Drop-Down Box then clicking the Submit button. Information on this screen includes the status of matched or unmatched transactions, total hours, duration, and transaction information for each child in attendance for the selected day or week. Transaction information for unmatched attendance will be displayed in red, indicating that a matching transaction entry is required. Once the user is viewing the selected date or week, they can continue searching attendance transactions by adjusting the date range, year, or attendance week again. Filtering can also take place at the top of each of the results columns found in the My Attendance Summary details screen. Child Name Void Drop-Down Boxes Link that opens the Child Voucher Details Report Screen. Button that allows provider to void a transaction during the backswipe period. Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 29

28 5.2 Weekly Summary Attendance Screen State of Indiana Allows a user to view attendance transaction totals for each child for the selected week. This screen is accessed by selecting an Attendance Week from the My Attendance Drop-Down Box then clicking the Submit button. Information on this screen includes the Total Hours of attendance, Personal Days Balance, the Effective Date and the End Date for the each child in attendance for the selected week. Total Hours indicates the total number of matched attendance hours for the selected attendance week. A user can select, or click on these total hours hyperlink to view attendance details and add Late Attendance. Child Name Total Hours Drop-Down Boxes Link that opens the Child Voucher Details Screen. Link that opens the Weekly Attendance Details Screen. Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 30

29 5.3 Weekly Detail Attendance Screen Allows a user to view detailed attendance information of matched and unmatched (Pending/Settled) attendance for the selected child and week. The screen also allows a user to access the Voucher Late Attendance Entry Screen. This screen is accessed by clicking the Total Hours link on the Weekly Summary Attendance Screen. Information on this screen includes daily and weekly hour totals and transaction types for the selected child. Also included is the status of matched or unmatched transactions and the user and location the transaction was performed. Transaction information for unmatched attendance will be displayed in red, indicating that a matching transaction entry is required. Attendance payments, including late attendance payments, are also displayed. Add Late Attendance Drop-Down Boxes Button that links user to Voucher Late Attendance Entry Screen. Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 31

30 5.4 Voucher Late Attendance Entry JAMES STEWART Page 32

31 Allows a user to enter late attendance for the selected voucher. Late attendance entry for a voucher is allowed for 56 days from the service period start date. This screen is accessed by clicking the Add Late Attendance button on the Voucher Weekly Attendance Details Screen. User can add late attendance for the selected voucher by entering the following information or selecting from a drop-down box: Reason for late attendance; o POS Device not installed/or not working o Card Not Working o Payment/Additional Payment o Approved Appeal o Parent No Longer Attends o Other Cardholder will display the name Description free form description to describe the reason for Late Attendance in more detail Child still attending facility (yes/no); Date when child last attended facility; Date(s) for Late Attendance entries; Personal day (yes/no); and Check In and Check Out times, Clicking on the Submit button will ask you to confirm the information and display a confirmation message. Submit (Select Date Range) Submit (Select Year/Week) Submit Drop-Down Boxes Button that submits selected dates. Button that submits selected year and week. Submit late attendance entry(ies). Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 33

32 6 My Holidays Section 6 describes information that can be viewed in the My Holidays section of the Provider Web. 6.1 Modify Provider Holidays N. Meridian Street Allows a user to view, add, edit and remove holidays observed by the selected provider for the selected year. This screen is accessed from the Home screen by selecting the desired year in the My Holidays section and clicking the Submit button. A user can add, edit, and remove holidays for future dates only. Holidays that exist for a past date cannot be updated or removed from the holiday list. Those holidays will display as grayed out text. A maximum of six holidays can be added per calendar year. Submit Holiday Field Drop-down & Text Box Remove Select desired year to view, add, edit or remove holidays. Select the drop-down box in the second column. This will display a list of all holidays. Select the holiday and the date will auto-populate for that year. NOTE: Choose Other to enter your own holiday date and name that holiday in the Other: text box on the right. This button will remove the holiday that is listed, if it is not in the past. Page 34

33 Update State of Indiana Updates the system with changes made to existing holidays, or when new holidays are added, or when existing holidays are removed. Page 35

34 7 My Inclement Weather Closure Days Section 7 describes information that can be viewed in the My Inclement Weather Closure Days section of the Provider Web. 7.1 Modify Provider Inclement Weather Closure Days N. Meridian Street Allows a user to view, add, remove and modify inclement weather days. This screen is accessed from the Home screen by selecting the desired year in the My Inclement Weather Closure Days section and clicking the Submit button. A user can add, update and remove closure days for current date or future dates. User cannot remove a closure day that falls within a settled payment period. A maximum of five weather closure days are allowed for a provider. The number of fields displayed on this screen is the number of allowed closure days. Submit Calendar Icon Remove Update Select desired year to view, add or modify inclement weather closure days. Clicking on the calendar icon will open up a calendar to choose Today or to select the date of inclement weather on the calendar. This is a checkbox that can be selected to remove an inclement weather day. Select it then select Update and it will remove this date. Updates the system with changes made to existing closure days, or when new closure days are added, or when existing closure days are removed. Page 36

35 8 My Late Attendance Screens Section 8 describes information that can be viewed in the My Late Attendance section of the Provider Web. 8.1 Late Attendance Summary Screen Displays vouchers and children for which late attendance transactions exist that are not settled (paid) and allows user to view late attendance details of a selected voucher. This screen is accessed from the Home screen. Voucher number, child name, parent name, and period start and end dates are listed for any unsettled (unpaid) late attendance transactions. The user can view details of a selected voucher by clicking the Details button next to the appropriate row. Details Child Name Link that opens the voucher Late Attendance Details Screen. Clicking on the child name link will take you to the Child Voucher Details screen Page 37

36 8.2 Late Attendance Details Screen ELIZABETH GRETCHEN Displays settled (paid) as well as unsettled (unpaid) late attendance transactions for the selected voucher and service week. This screen is accessed by clicking the Details button on the Late Attendance Summary screen. Details for all late attendance transactions for the selected voucher and service week are displayed, whether the transactions are Pending (to be approved), Approved (pending payment calculation), or Settled (have been paid). Details Drop-Down Boxes Link that opens the Late Attendance Details Screen. Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 38

37 9 My POS Device Service Request Status Screen Section 9 describes information that can be viewed in the My POS Device Service Request Status section of the Provider Web. 9.1 POS Device Service Request Status Screen Page 39

38 Displays a list of all service requests in the order of service request creation date. This screen is accessed from the Home screen by selecting the View Service Request Status option from the drop-down box in the My POS Device Services Request section. Service request details are listed, including date opened, status and date closed. Drop-Down Boxes Provides a list for choosing specific child care data. Click the Submit button to access and view selected child care data. Page 40

39 10 Manage Staff Users Screens Section 10 describes information that can be viewed in the Manage Staff Users section of the Provider Web, found under More Profile Options Staff User Search Allows provider to perform search for staff users associated to the provider s User Name or Provider Name. This screen is accessed when the provider selects the Manage Staff Users option from More Profile Options drop down box on the Home screen. Staff users are not allowed access to this screen. The Provider must enter more than one character for at least one of the search fields to search for a staff user, then click the Submit button. The New button can be selected to create a new staff user. Submit Reset New Submits user search. Resets search fields to blank values. Links user to Create New Staff User Login Screen. Page 41

40 10.2 Staff User Search Results Screen Displays search results sorted by enabled status of users (primary sort) and ascending order of their names (secondary sort). This screen is accessed by performing a staff user search. A new search may be submitted on this screen using the Submit button. Clicking the New button will take the provider to the Create New Staff User Login Screen. Staff users associated with the provider s login are displayed, sorted by enabled status and name. The sort order can be changed by clicking on any field header in the search results. When the user clicks the Details hyperlink, the Update Staff User Login Screen is displayed. Submit Reset New Details Submits a staff user search. Resets the search fields to blank values. Links provider to Create New Staff User Login Screen. Links provider to Update Staff User Login Screen. Page 42

41 10.3 Create New Staff User Login Screen Allows provider to create a new staff user login This screen is displayed when the provider selects the New button on the Staff User Search Screen or Staff User Search Results Screen. Staff users are not allowed access to this screen. To create a new Staff User Login, the provider will: Enter a Login ID, with a minimum of five (5) and a maximum of ten (10) alphanumeric characters; Enter the staff person s name; Select the appropriate Role Name from drop down field; Enter a Password, with a minimum of eight (8) and a maximum of ten (10) alphanumeric characters; Re-enter the same password; and Click the Submit button. Save Reset Role Name Drop-Down Saves New Staff User Login and links provider to Update Staff User Login Screen. Resets fields to blank values. Selecting the Role Name drop-down box will display a list of role names: Page 43

42 10.4 Update Staff User Login Screen Allows provider to update the login information for a staff user associated with the provider s User Name. This screen is displayed when the provider clicks on the Details hyperlink on the Staff User Search Results Screen. Staff users are not allowed access to this screen. On this screen, a provider can update a staff user s Login ID, Name, Role Name, Status, or Password. Once information is entered or updated, select the Update button to save the change. Update Status Radio Button Reset Submits updated staff user login information. Choosing Enable or Disable by clicking on the circle next to the name will turn on or off this user. NOTE: When staff leave the Provider, remember to disable the user account by clicking on the disable circle. Resets fields to blank values. Page 44

43 11 Provider Profile Location Selection Section 11 describes the information that may be displayed when a Provider logs in to the Provider Web system from the Home screen Select Login Profile Allows provider to choose which site, or login profile, the provider wants to access if more than one facility is associated with this provider. This screen is displayed when the provider enters their Login ID and Password on the Login Page and submits this information. This information will only appear if this Provider has multiple locations. With State Approval a provider can be associated with more than one site. If a provider is associated with more than one site, they will choose the desired Provider Login Profile to gain access to transactions and voucher information. Provider Name Clicking on the Provider Name hyperlink will take you to the main screen for that Provider Login Profile. Page 45