2024_06_16 Release

What is the Update?

Do I need to do anything?

Closed/Eligible Exit 

Caution Message 

No. When a Client Case is closed and the child is over 30 months of age a caution message will pop-up reminding users “Ensure Actual Start Date or Not Provided Late Reason(s), Initial IFSP Date/Late Reason(s) & Transition Activities/late Reason(s) have been documented on the EI Case or IFSP” 

QIO

Helper Text Removed

No. Nonessential helper text has been removed on the Missing Required Info on the Family Assessment tab & Missing Required Info on the Global Outcomes sections

Cornerstone Provider Training Retention Survey

Survey for Workforce

Yes. EI Colorado has developed the Cornerstone Provider Training Retention Survey. This survey will be sent to Providers six (6) months after the date EI: Initial Provider Training is billed.  Once the Survey is complete the provider may bill for EI: Follow-up EI Provider Training.  In July the Survey will be sent to all Providers who billed EI: Initial Provider Training in the last 6 months or more

CCB to CCB Transfer

Allowable when IFSP is not yet developed

Yes. New Closed/Not Enrolled Exit Reason, Moved within State.  The Transfer Case button may be used for children with a Closed/Not Enrolled Exit Reason prior to IFSP development.  The EI Screening record will be included for the receiving local program 

Edit IFSP Method

Error Resolved 

No. Service Method can be updated when IFSP service has a Continued -Revised status

DocuSign - Task

New Functionality 

No.  When EI Screening Record is completed via DocuSign the Owner of the EI Referral Case will receive a Task “Evaluation Signed” 

DocuSign - Family Contact Email

Updates Field

No. When Duplicate Contact button is used the Parent/Guardian 1 email is saved to the Family Member Contact under Email.  This contact is populated to the EI Referral Case DocuSign Recipient #1 field

DocuSign - Evaluation/IFSP Consent Statement 

New Field

Yes. In the event DocuSign signature cannot be obtained the evaluator or Service Coordinator can all a “consent statement” in the signature line on the Evaluation Team Participants or IFSP Participants tables.  This will allow both a Consent Statement and DocuSign signature on the EI Screening Record and IFSP document 

Online Referral Form - Child’s Middle Name 

New Field

No. Child’s Middle Name is now available on the Online Referral Form. This field is not required  

EI Referral - Reminder Letter Central Location 

Information Added

No. When the reminder letter is sent for an evaluation and the location is Central, the location address will be displayed on the letter 

EI Referral Case - Anticipated CCB

New Functionality 

No. When an EI Referral Case status is Complete the program in the Anticipated CCB field will update the CCB and Owner fields on the EI Referral Case and SC will be set to blank     

EI Referral Case - Required Evaluator Discipline 

Categories Updated 

No. The options for Required Evaluator Discipline has been changed to reflect: Adaptive, Communication, Cognitive, Physical Speech, and Social Emotional.  Sensory has been removed.  Physical is now indicated if an EI Referral Case had fine or gross motor selected 

EI Referral Case - Established Condition Letter

Visibility from EI Referral Case 

Yes. The Established Condition letter is visible on EI Referral Case in Related tab under Files 

EI Referral Case - Date of Referral Closure

Auto-populates  

Yes. When an EI Referral Status is updated to Complete or Closed, Date of Referral Closure auto-populates to the date the Status is changed 

Family Rights and Procedural Safeguards Brochure

Update with Current EI Colorado Branding 

No. The Family Rights and Procedural Safeguards brochure with the most recent EI Colorado branding is attached to all letters and forms generated by the EI Data System 

EI Referral Case - Updates to Household Account, Child Contact and Family Member Contact

When EI Referral Case is Complete/Closed 

No. Upon updating the EI Referral Case Status to Closed/Complete any demographic changes made for the Child or Parent/Guardian 1 (name, DOB, address, phone number, etc) will update on the Household Account, Child Contact and/or Family Member Contact

EI Referral - Duplicate Contact

Error Resolved

No. If a child contact already exists user can save the existing contact to the EI Referral Case 

EI Referral - Duplicate Contact 

Middle Name 

No.  When Duplicate Contact button is used the EI Data System will search for existing contacts with and without a matching middle name.  If the middle name is completed on EI Referral Case the Client Contact will be created including the Child’s middle name 

Provider Portal Exit Reason

Additional Options added to Picklist 

Yes. New Exit Reasons: Moved out of state, Never provided EI services, and Administrative requirements outside of direct service provision have been added 

Evaluation Discipline

Categories Updated 

No. The options for Evaluator Discipline have been changed to reflect: Adaptive, Communication, Cognitive, Physical Speech, and Social Emotional.  Sensory has been removed.  If an Evaluator had fine or gross motor selected, physical is now indicated 

Cloning Evaluations

New Functionality 

Yes. Company Owners can clone a full date of evaluations from the Provider Portal - My Eval Availability tab.  The clone function works for any day regardless of the scheduled status 

DocuSign - EI Screening Record Refresh

Improved Functionality 

No.  When evaluator refreshes the EI Screening Record to view the Send with DocuSign button they remain on the EI Screening screen 

DocuSign - Parent Signature 

Error Resolved

No. When EI Screening Record is sent to Parent only one signature is required under the Not Eligible or Eligible statement