NOTE: Authorizations are only editable when they are in a draft status during an ongoing meeting. Otherwise, the information is view only.
Use this tutorial to view or update the details of authorizations for IFSP meetings on the IFSP Meetings page.
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NOTE: Authorizations are only editable when they are in a draft status during an ongoing meeting. Otherwise, the information is view only. |
Complete the following steps to perform this tutorial:
Display the IFSP Meetings page.
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NOTE: This page contains collapsible data. Sections can be collapsed by clicking the [-] beside the section heading. Click the [+] to expand the section. Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable. |
Double-click on a meeting in the IFSP Meetings table. The page refreshes and displays detailed information below the table.
View the selected meeting date and status in the IFSP Meetings section heading.
Use the function buttons to manage the IFSP meeting:
Click Cancel Meeting to cancel a scheduled IFSP team meeting.
Click Reschedule Meeting to reschedule a scheduled IFSP team meeting.
Click Household Worksheet to display the Household Date Worksheet in PDF format.
Click Print IFSP to display the Individualized Family Service Plan in PDF format for finalized meetings.
Click Finalize IFSP to finalize an on-going IFSP team meeting.
Click Print List to print a list of authorizations in PDF format.
Click Delete Meeting to delete a scheduled IFSP team meeting.
Click Schedule Meeting to schedule a tentative IFSP team meeting.
Click Amend IFSP to modify IFSP meeting attendance within 60 days of the meeting date. All meeting types can be amended by case administrators only. For more information about amending meetings, see the Amendment Information topic.
Click Cancel Amendment to cancel the amendment to the IFSP meeting.
Click the Authorizations link. The page refreshes and displays an Authorizations table.
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NOTE: Depending on the status of the selected meeting, the data displayed on the page may be read-only or unavailable. Meetings with a status of On-going or Scheduled can be updated; however, some information populated from previous meetings is view-only. Meetings with a status of Finalized are read-only and cannot be updated. For meetings with a status of Tentative, Cancelled, or Rescheduled, this page is not available. |
Double-click on an authorization in the Authorizations table. The page refreshes and displays detailed information below the table.
View or update the authorization details:
Authorization # displays the identification number for the authorization.
Authorization Type displays the category of activity to which the authorization applies.
Service Type displays the type of service provided.
Compensatory Service indicates that the service is being performed as a compensatory service.
Authorization Status displays the current status of the authorization.
Start Date displays the date on which the activity begins.
End Date displays the date on which the activity is or was completed.
Cancel Date displays the date on which the activity was discontinued or canceled.
Click Cancel Authorization to cancel/discontinue the authorization. A Date field is displayed. Enter the cancellation/discontinuation date for the authorization. For more information about entering dates, see the Calendar Controls topic.
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NOTE: Depending on the options selected in Auth Type and Service Type, some data may be disabled or unavailable and different sections may be displayed. |
View the Related Outcomes section for the IFSP meeting:
Related Outcomes displays a list of outcomes defined for the IFSP, and indicates which were associated to the authorization.
View the Service Information section for the IFSP meeting:
If Assistive Technology was selected in Service Type, the following controls appear:
HCPCS Code displays the selected HCPCS code for the service.
Description displays additional descriptive information.
Type displays the service type.
User Description displays additional descriptive information.
Quantity displays the numeric quantity for Purchase or Repair service types.
Price displays the dollar amount for the purchase or repair.
Total Amount displays the total of the Quantity multiplied by the Price.
If Occupational Therapy, Service Coordination, Special Instruction, Speech Language Pathology, or Trans. & Related Cost was selected in Service Type, the following controls appear:
Method/Location displays the selected method and location of the service or meeting.
EI Code displays the EI identification number and description.
Frequency displays the frequency of the activity.
Per defines the frequency of the activity.
Intensity displays the intensity of the activity.
Max Miles displays the maximum number of miles for the transportation authorization.
Comments displays additional notes or details.
Based on the selection in Method/Location, if the authorized service cannot be performed in a natural environment, the following controls appears The selection in Reason then determines which additional controls will appear.
In Reason, select the reason for the activity from the drop-down list.
In Describe How the Intervention will be Generalized into the Child's and Family's Daily Activities, enter detailed information.
In Identify Steps for a Plan to Move Intervention into a Natural Environment, enter detailed information.
In Describe IFSP decision, enter detailed information.
View or update the Related Domains section for an Evaluation/Assessment authorization as follows:
Select the Thinking/Learning check box to indicate that a person's thinking or learning ability is related to the activity.
Select the Communication check box to indicate that a person's communication skills are related to the activity.
Select the Self-Help check box to indicate that a person's ability for self-help is related to the activity.
Select the Movement check box to indicate that a person's mobility is related to the activity.
Select the Social/Behaviors check box to indicate that a person's social skills or behavior is related to the activity.
Select the Vision check box to indicate that a person's vision is related to the activity.
Select the Hearing check box to indicate that a person's hearing is related to the activity.
View or update the Evaluation & Assessment Information section for an Evaluation/Assessment authorization as follows:
In Reason, the appropriate radio button is pre-selected based on whether eligibility is being determined or the person is in IFSP.
In Method/Location, select the method and location of the service or meeting from the drop-down list.
EI Code displays the EI identification number and description.
In Frequency, enter the frequency of the activity.
In Per, select from the drop-down list to further define the frequency of the activity.
In Intensity, enter the intensity of the activity.
In Max Miles, enter the maximum number of miles for the transportation authorization. This field is used only for Transportation & Related Cost authorizations (as selected in Service Type).
In Comments, enter additional notes or details. At least 1 character must be entered, and up to 1000 characters can be entered as necessary.
View or update the provider details in the Provider Information section as follows:
For Provider/No Provider Available, select the correct radio button based on whether a provider is available to perform the service. Additional fields displayed will vary based on the selection.
The following fields are displayed when the Provider radio button is selected:
Provider Name displays the name of the service provider.
Specialty displays the individual's specialty.
Phone displays the telephone numbers at which the person (or primary contact) can be contacted.
Payee Name displays the name of the person or group to which payment is made.
Effective Date displays the date on which the provider was Activated.
The following fields are displayed when the No Provider Available radio button is selected:
In Specialty, select the specialty needed for the service from the drop-down list.
In Reason, select the reason a provider was not available to perform the service from the drop-down list.
To change the provider currently assigned, click Replace Provider. The data in the Provider Information section will be removed.
Click the Provider link to search for and select the specific provider to add. The Provider Search page displays when clicked.
Complete information in one or more of the following fields to perform a search:
In First Name, enter the first name of the person on which to search. You can enter partial information to widen your search. This is an optional field. You can enter up to 25 characters as necessary.
In Last Name, enter the last name of the person on which to search. You can enter partial information to widen your search. At least two characters must be entered, and you can enter up to 40 characters as necessary. The Last Name is required when searching by name.
In ZIP, enter the ZIP code on which to search. You can enter partial information to widen your search.
In Payee, enter the name of the payee on which to search. You can enter partial information to widen your search. At least two characters must be entered.
In Specialty, select the specialty of the person on which to search from the drop-down list.
Click Search. The page refreshes and results found to match the search criteria display in the results table.
When Search is clicked, results found to match the search criteria specified are displayed in the following column(s) of the table:
Last Name displays the person's last name.
First Name displays the person's first name.
Specialty displays the individual's specialty.
County displays the name of the county in which the person resides (or practices).
Phone displays the telephone numbers at which the person (or primary contact) can be contacted.
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NOTE: If no results are found, the table displays a single row containing the text: "No Records Found". For more information about tables, see the Tables topic. |
Double-click on a provider in the results table to select the provider. The IFSP Meetings page refreshes and displays the selected provider's details as described above in the Provider Information section.
Click the Provider History link to view all providers previously associated with the authorization. The page refreshes and displays a table with provider details.
The table contains a list of all providers for a child. Detailed information about the providers displays in the following columns of the table:
Provider Name displays the name of the service provider.
Start Date displays the date on which the person (or group) becomes (or became) active or assigned.
End Date displays the date on which the person (or group) becomes (or became) inactive or unassigned.
The data in these columns of the table is read-only.
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NOTE: If no results are found, the table displays a single row containing the text: "No Records Found". For more information about tables, see the Tables topic. |
Double-click on a provider in the table to view the provider's details. The IFSP Meetings page refreshes and displays the selected provider's details as described above in the Provider Information section.
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NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data. |
Click the Save button. The page refreshes and displays the new information in the Authorizations table.
Version 1.6