Behavioral Health

Enterprise Information System (EIS) - Instructions for Adults With Cognitive and Physical Disability Services

Intake Steps for Regional Supervisors

Intake Steps for Regional Supervisors

1. Anchor on client
2. Go to Processes.
3. Click on client Intake Process
4. Go to step #12.
5. Scroll down the page. Under assessments, click on the MR Eligibility Determination Assessment.

  1. Go to the Questionnaire on the Show menu (Upper right hand corner)
  2. Review top half. You will need to input data starting at :
  3. Supervisor Decision: Does the person meet eligibility requirements for adult services? Yes
     No

     

  4. Once you have completed, Save & Close. (this will take you back to the Assessment General Page.
  5. At the Assessment General Page, click the locked checkbox (this will lock the assessment) and then click Save, and then Close.
  6. Now you are back at Step 12 in the Process. Fill in the Completed Date & Time, then click on Save. (This will automatically change the status of this step to Closed)

6. Choose Step 14 on the Process Steps drop down list and click on “GO”.    

  1. Click on the Assigned to up arrow. You will need to fill your name in this space. Click Save.
  2. Scroll down to Activities. Click on the number to the Activity marked Update People Enrollment. This activity asks if you have changed the People Enrollment Status. In order to close this activity, type in the End Date & time, click on the up error to put your name in, and change the status to Closed. Click OK. (I wouldn’t jump out of the process at this point to change the People Enrollment  Status. You can wait until you are finished with the process and do this along with the People Relationships/Associations.)
  3. Fill in the Completed Date & Time, then click on Save. (This will automatically change the status of this step to Closed)

7. Choose Step #3 on the Process Steps drop down list and click on “GO”.

  1. Scroll down to Assessments. Click on the MR Case Status Assessment. Click on Create New Version. Fill in the Start Date (this will be the date that you made the eligibility determination). Once your screen refreshes, go to the Show menu, click on Questionnaire.
  2. Change the Status to reflect the Eligibility Determination:
  3. Current Department Case Management Status Is:  
    Active - ISC Assigned (See People Relationships for ISC Assigned.)
    Intake - Waiting Eligibility Determination 
    Inactive - No Assigned ISC Refer to Regional  Supervisor
    Closed - Refer to Regional Supervisor 
    No Status

  4. Click Save and then click Close.
  5. At the Assessment General Page, click the ‘locked’ checkbox (this will lock the assessment) and then click then Close.
  6. Now you are back at Step #3 in the Process. Fill in the Completed Date & Time, then click on Save. (This will automatically change the status of this step to Closed)

8. Choose Step #15 on the Process Steps drop down list and click on “GO”.

  1. Click on the Assigned to up arrow. You will need to fill your name in this space. Click Save.
  2. Scroll down to Activities. Click on the number to the Activity marked Update Case Status Assessment. This activity asks if you have Versioned the current Case Status Assessment on Step #3. In order to close this activity, type in the End Date & time, click on the up error to put your name in, and change the status to Closed. Click OK.
  3. Fill in the Completed Date & Time (at the top), then click on Save. (This will automatically change the status of this step to Closed)

9. Close completely out of the Intake Process . When you get back to the Process list page, the Intake should now contain a Date Completed. If it doesn’t go back into the Process and make sure each step contains a completed date.

10. Make sure that you go back to People Enrollment Status to change the status to reflect your eligibility determination. Also, if the client is being assigned an ISC go to People Relationships/Associations to assign. If the client has been deemed ineligible, end the relationship to the person that filled out the Intake.

 

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