Adding Locations in CPSE Portal
Create Location
A billing admin can add a location to a child by going to Caseload Maintenance > Locations > Location Maintenance.
From this screen locations can be created by clicking ‘Add New Service Location
Once you click Add New Service Location, enter the location data and then click Add
This will add the location which should be visible for the whole agency.
You can also search for a location by entering the location type and zip code.
Assign location to Child
Once you have created locations the location can be assigned to the child on the defaults screen. Just click Add Default Service Location.
From this screen you can also add a location by clicking Add New Service Location
(If a service is being provided at a child’s home it may be more efficient for the therapist to add the location from the default’s screen)
If you already added the location you will start by searching for the location. Enter the location type and zip code then click search.
Click select on the location you want to add and it will be added as the default service location.