Home > Program Administrator User Manual > 11 Family Access > 11.9 Assigning Pending Screenings to a Provider

11.9 Assigning Pending Screenings to a Provider

Family Access gives you the ability to accept questionnaires that have come in, without immediately assigning these questionnaires to a Provider. This allows you to review the screening in its entirety before deciding which Provider in your program should be in charge of this child. If you chose “Accept as a new child profile without assigning a provider” when accepting this screening, it will be in a pending status until you have assigned it.

To view pending unassigned screenings and assign them to a Provider:

  1. Select Family Access from the top navigation menu.
  2. Click the link “You have [#] family access screenings to assign.”
  3. You will be taken to a list of pending screenings. This list includes the child’s name, the questionnaire, the screening date, and the name of the caregiver who completed the screening.
  4. You can view the full contents of the screening in a new browser window by clicking the screening interval under the “Questionnaire” column.
  5. To assign the screening to a Provider, select the Provider from the drop-down menu, and click the Assign button. 

See also

11.1 Family Access Landing Page
11.2 A Caregiver's View of a Family Access Landing Page
11.3 Creating a Family Access Landing Page
11.4 Previewing, Editing, & Deleting a Family Access Landing Page
11.5 Copying & Pasting the Family Access URL
11.6 The Invitation Letter with URL
11.7 Child List
11.8 Accepting/Rejecting Screenings Submitted via Family Access