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DATA SYSTEM RELEASE
Sunday, June 30, 2024
We will be implementing updates to the EI Data System
6/30/2024 from 8:00 am until 6/30/2024 pm at 1:00 pm
USERS WILL BE REQUIRED TO BE OUT OF THE EI DATA SYSTEM
Users can log into the system after 1:00 pm on 6/30/2024
RELEASE SUMMARY
What is the Update? | Do I need to do anything? |
DocuSign - IFSP PR and Annual
New Functionality | Yes. IFSP Periodic Reviews and IFSP Annuals can now be sent for signature via DocuSign. User Guide |
DocuSign - Combinations English & Spanish
New Functionality | Yes. DocuSign Combinations for a variety of forms combinations have been created: Consent to Eval | ROI HIA | Telehealth Ins Decl | Telehealth HIA | Telehealth | AU Ins Decl | Telehealth | AU HIA | Telehealth | AU | ROI Ins Decl | Telehealth |AU | ROI
These combinations are available on both the EI Referral Case and the Client Case User Guide |
DocuSign - Task
Error Resolved | No. The task “Evaluation Signed” will only be sent when the EI Screening record is signed, not other DocuSign forms |
Trust Activities
Section Removed | No. Removed final section on activity record labeled “Testing Section (to be removed)” |
Provider Portal
Provider Portal - Attached Documents
Error Resolved | Yes. All providers and evaluators can view/edit/delete any documents attached to the Provider Portal regardless of “Owner” |
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