Editing and Updating a Service Plan Element

Purpose:  The Actual Start Date and Reason Late are entered on the Service Plan Element Details. The Service Provider field is populated via the Service Provider Assignment

NOTE: If a child exited EI or transferred to another local EI Broker (formerly CCB) before the service could be provided, an Actual Start Date should NOT be entered; however, the appropriate “Not Provided” Late Reason, either choice a) or b) listed below, MUST be entered.

To update a Service Plan Element:

1. From the Client Case, click on the Related tab and locate the IFSP

2. Click the IFSP Number link

1. Click on the Related Tab and locate the Service Plan Elements section

2. Click on the Service Plan Element link

1. The Service Provider field on the Service Plan Element is populated via the Service Provider Assignment

1. From Service Plan Element Details, scroll down to the Service Information section

2. Enter the date that services began in the Actual Start Date field

3. Click Save

1. If the Actual Start Date is greater than Projected Start Date, the data system will automatically check the Late Service Received checkbox

2. If the actual start date is greater than 28 days from the consent date, enter the Reason Late:  

   1. Not Provided – Family: If a service is identified on the IFSP, entered into the EI DATA SYSTEM IFSP record, and the family determines that they do not wish to receive the service for their child OR if the child exits EI OR transfers to another CCB and the service could be provided as a result of the move.

   2. Not Provided – System: If a service is identified on the IFSP and entered into the EI DATA SYSTEM IFSP record and is not provided due to a reason related to system issues.

   3. Sys – Provider not avail: If the service is not initiated within the 28-day timeline due to difficulty finding a provider or the provider’s schedule does not allow for the service to begin timely

   4. Sys – No interpreter avail:  Used when a service is not initiated within the 28-day timeline due to the family needing an interpreter and one cannot be arranged in time.

   5. Sys – CCB/Provider reschedule: Used when a service is scheduled prior to the required 28 day timeline and is cancelled and rescheduled by CCB staff or EI

   6. Fam – Child or fam illness: Used when an initial service is scheduled and has to be cancelled and rescheduled due to the child or a member of the child’s family being ill

   7. Fam – Family schedule: If a family is offered several options for service dates, or the family is only available at specific times that are difficult for the CCB or provider to schedule the service to begin within the 28-day timeline

   8. Fam – Request date: >28 – If the family specifically requests the service to begin on a date later than the 28-day required timeline

   9. Fam – Severe weather: Circumstances in which severe, documented, adverse weather conditions exist which makes travel dangerous for any or all participants

   10. Fam – No Show: If the first EI service visit is scheduled and confirmed with the family and the family does not show at the scheduled time and the service cannot be rescheduled to meet the timeline

   11. Not Provided: Family Withdrew

   12. Sys – Communication error

   13. Sys – Provider schedule

   14. Sys – SC issue

   15. Parent Declined: If a parent declines one or more services (this should also be selected when parents are opting to receive service coordination ONLY).

   16. Sys – National Disaster/Pandemic: Select this if services late due to extenuating circumstances as a result of COVID-19

3. Follow the steps above if users need to enter the start date for other services.