Service Plans are created for individuals in order to obtain State authorization to provide services to him/her. An individual’s Service Plan is actually a set of service requests. The set is made up of different service records. An individual typically will have a residential service, a day service, a support coordination service, and a transportation service. Some individuals will have ancillary services or other miscellaneous services.
Typically, a service plan also contains documentation to support the services needed. InfoServ DDSM allows you attach or scan in this documentation to a specific service plan record, or to all service plan records in the service plan year. The service plan year begins on the individual’s Individual Support Plan (ISP) effective Date. In order for the system to automatically attach the ISP to the service plan record to be emailed to the State, the annual ISP or ISP amendment must be entered in the system first.
“Provider agencies” provide the direct services such as residential, day, and transportation services while Independent Support Coordination or Case Management agencies provide a support coordination (administrative) service. Provider agencies see only the services they provide for the individual, while Independent Support Coordinator Agencies or government agencies see all the services for the individuals they serve.
Select an individual
Click on the ISP menu
Click on Add ISP
Click on Part B
Change the date to the ISP effective date (or
amendment date if an amendment)
Click on Finish
Click on Upload to the right of the top ISP
record listed
Click on Browse
Locate the ISP file – in My Documents
Click Open
Click OK
If this ISP was an Annual, then we’re done
for this one
If this ISP was an Amendment, then we Edit
and change the type to Amendment (click on link)
Repeat steps above for next ISP
When finished, validate that all plans are in
the system by running the ISPs Due report under Maintenance, General Reports.
Choose the correct individual from the
pull-down at the top of the screen.
Click on the “Add Service Plan” button at the
bottom left of the screen.
Choose the ISP or ISP amendment to associate
with this service plan record.
Choose the ISP type (1.Initial, 2. Annual
continuation, 3. Annual continuation with modifications,
and 4. Amendment
to current annual plan).
Choose the request type.
Enter the start date or estimated start date
for the service plan record.
Click on the “Save and Continue” button.
Choose the service.
If the service needed is not shown, choose
the “Unlisted” choice and then enter the requested rate (i.e. 10.00 – no dollar
sign). If the service is shown, choose
it and skip the requested rate.
Enter any notes you wish to communicate with
the State in the “Notes to State” text box.
This may include the “M-Code”.
Enter the units requested.
Enter the end date or estimated end date.
Choose the “Renew” link (under the “Options”
heading) on the record from last year’s plan that should be continued/renewed.
Choose the “Edit” link and change the start
or end dates and other information as necessary.
Click on the “Save” button at the bottom of
the screen.
Choose the “Edit” link (under the “Options” heading)
on the record you wish to edit.
Change the information as needed.
Click on the “Save” button at the bottom of the
screen.
Choose the “Attach” link (under the “Options”
heading) on the record you wish to attach a document or spreadsheet (or other
file type) to.
Click on the “Browse” button and locate the
file you wish to attach. (Usually this
file is stored under the “My Documents” folder on your “C:” drive.
Click on “Open”.
Click on “OK”.
Click on the “Draft” link under the
Disposition heading on the record you wish to change.
Change the pull-down entry from “Draft” to “In-House
Review”.
Choose the “Change Disposition” button to
save the change.
Click on the “Submit” link next to
the record you wish to submit.
The disposition is automatically
changed to “Pending DMRS…”.
The Service Plan Report is attached to the
email.
The ISP or ISP amendment is automatically
attached.
The attachment or scan to the Service Plan
are attached to the email.
The email is sent to the submitter for verification (and can optionally be sent directly to the State).
Click on the “Print” link (under the “Options”
heading) on the record you wish to print.
After the report appears, simply click on your
browser’s “Print” button.
You are only able to delete a service plan that has a
draft or in-house review disposition.
Click on the “Del” link (under the “Options” heading)
for the record you wish to delete.
Click on the “Yes” button if you really want to
delete the record.
The
unapproved format is just another way to present the service plan information.