How to Change Service Providers This process works for service providers listed in the Service Provider list. This process does not change case managers - that is a different process. Step 1 – Open Home Page or My Page in O/SS and select the student that needs a service provider changed. Step 2 – Click on the student’s name to view the student profile. Step 3 – VERY IMPORTANT! After finding a single student, OPEN ANY EVENT in the list before trying to change the Service Provider’s name. This ‘resets’ the Service Providers name if a previous change has taken place. Step 4 – Return to the Student Profile Page, and then click on Update Service Provider. Step 5 – TO CHANGE THE SERVICE PROVIDER: The student’s current services are listed with the current primary service provider. To change a service provider, click on the yellow search box under NEW primary service provider. Step 6 – Use the provider search box to locate the new provider. Remember, teachers are assigned to specific schools, but staff who may be assigned to multiple schools (SLP, OT, PT, DHOH, Vision, Transition, Psychologist) may be listed under ‘All Schools’. Step 7 – Select the name of the new service provider by clicking on the name. In this example, we’ll assign this student to Gregory M Bruening. (Users may see this name often in O/SS. Gregory was a summer worker in Special Education who has returned to college, but we’re using his name as a temporary case manager for unassigned students). Step 8 – Now that the new primary service provider is entered, click on SAVE at the bottom of the window to change the service provider to Gregory M Bruening. This student now appears automatically on Gregory’s list(s), and is automatically removed from the previous service provider’s list(s). Be careful to click on SAVE if you wish to make the change Step 9 – To update the service providers for other services this student receives, enter those service provider names next to the appropriate service. Users may update any names individually, or may change all service providers at one time, then click on SAVE.