Site Certifier Resources
Site Certifier Portal Training Modules and Job Aids
- Site Certifier Portal Training
Course format: Self-paced e-learning
Approximate course completion time: (TBD)
|
Register |
Module 1 – Site Certifier: Account Creation and Login Process
- Scenario 1: Successful Site Certifier Creation (End to End)
- Scenario 2: Expired Access Code
- Scenario 3: Unsuccessful Site Certifier Creation Due to Unsuccessful Verification
- Scenario 4: Resolving Common Login Challenges
Module 2 – Site Certifier: Site Certifier Dashboard
- Scenario 1: Add a Staff Account
- Scenario 2: Resend Invitation
- Scenario 3: Edit a Staff Account
- Scenario 4: Revoke Invitation
- Scenario 5: Deactivate a Staff Account
Module 3 – Site Certifier: Client Management Page
- Scenario 1: Search for Client via HAP ID
- Scenario 2: Search for Client via Client Information
- Scenario 3: Search for Client via Application #
- Scenario 4: Search with No Results Found
- Scenario 5: Select the Access Client Dashboard Button
Module 4 – Site Certifier: Enroll New Client
- Scenario 1: Enroll New Client
Module 5 – Site Certifier: Client Details Page
- Scenario 1: Report a Change for an Eligible Client
- Scenario 2: Discontinue a Client
- Scenario 3: Reapply for an Inactive Client
- Scenario 4: Continue Application for Client during Continue Intake or RAC
- Scenario 5: Cancel Application for Client during Continue Intake or RAC
Module 6 – Site Certifier: Case History Page
- Scenario 1: Case History Page Overview
Module 7 – Site Certifier: Admin Case Notes Page
- Scenario 1: Write and Submit a Case Note
Module 8 – Site Certifier: Accessing the Client Portal View from the Client Details Page
- Scenario 1: Accessing the Client Portal View from the Client Details Page