Helpful Tips
Helpful Tips for September
Choosing the Correct Authorizations in iConnect
When documenting a service rendered, the worker will need to utilize the correct authorization for the service that they provided. It is imperative that the worker knows what service is being rendered. That will come from the agency owner, supervisor, or designee and as identified within the authorization as outlined with the Individual Budgeting Waiver Services Coverage and Limitations (iBudget) Handbook.
Please refer to the iBudget Handbook for further information on the proper documentation type for the service being provided.
TIP: When pulling the authorization through the ellipsis (…), click on the plus (+) sign, to bring up all services for the consumer that the provider has an authorization for. Once the service name has been selected, the system will automatically fill in the service code.
Verify that the Associated Service matches the Service listed in the Activities Services section of the provider documentation. Verify that Documentation Type is the correct provider documentation type for the service rendered.
Under the Documentation row, the worker will select the correct Provider Documentation Type from the selection box, utilizing the arrows to move that documentation type(s) to the right side of the empty box.
IMPORTANT: If the incorrect Service was selected under the Activity Service, capture the data inputted on the provider documentation record, delete that record and enter a new provider documentation entry with the data captured along with the correct service.
The provider documentation below is an example of a provider documentation that would need to be reentered. The Secondary Code matches the code for Life Skills Development 1; however, the Service listed is Personal Supports Day. This occurred due to the incorrect Service being selected originally and then updated within the same provider documentation. To remediate, the user will need to capture the data in the provider documentation, delete that provider documentation and then add a new provider documentation with the correct information.
September Helpful Tip – WSC Edition
Opening Plans from the Consumer Budgets tab
WSCs are responsible for keeping their client’s Planned Services up to date along with the corresponding authorizations. Making updates to the Planned Services require linking and unlinking of the budget to the Plan with those Planned Services. After the budget has been relinked to the Plan, the WSC will need to navigate back to the Plan to complete the necessary tasks for validation and approval. This helpful tip will save the WSC a click or two in getting back to the client’s Plan after the Budget was unlinked.
- The WSC is in the Consumer Budgets tab and the Linked Plan bookmark.
- Navigate to File and select Link to Plan.
- Navigate to the appropriate plan from the list view grid and utilize the caret click Link.
- Press OK to acknowledge that the Plan was linked.
- Go to File and select Close Link to Plan.
- The plan that was linked will be displayed. Click on the plan from that list view grid.
- The Plan Information will display, and additional edits can be made for the approval and Plan Validation process.
