2025_03_16 Release

What is the Update?

Do I need to do anything?

Eligibility Determination & Established Conditions Cover Sheet

For Established Conditions & Out-of-State Transfers

Yes. When a child is eligible due to an established condition and the following fields are completed: 

• Primary Diagnosis 

• Hospital/Practice 

• Qualified Health Professional 

• Credentials 

The EI Referral Case will update the following fields:

• Eligible for Services = Eligible

• Date of Eligibility Determination = today’s date

• Established Condition = checkbox checked

Established Condition Cover letter is created and saved under Files “Established_ Condition_MM/DD/YYYY.pdf”

When a child is eligible due to Out of State Transfer

• Primary Diagnosis = Out of State Transfer 

The EI Referral Case will update the following fields:

• Eligible for Services = Eligible

• Date of Eligibility Determination = today’s date

Eligibility information will populate to the Client Case upon creation 

Health Information/Established Condition

Intake Questionnaire 

Mapped to EI Screening Record 

No. 

Intake Questionnaire Question to populate EI Referral Case:

• Was your child born early = yes→ EI Referral Case 

• If yes, how many weeks early? → EI Referral Case 

Intake Questionnaire to EI Screeing Record: 

• Do you have any concerns about your child's health, including medical, growth, and/or nutrition concerns? = yes/uncertain - narrative information → EI Screening Record to capture  → EI Screening Record 

• Do you have any concerns about your child's health, including medical, growth, and/or nutrition concerns? = yes/uncertain - narrative information → EI Screening Record to capture  → EI Screening Record 

• Do you have concerns about your child’s hearing and/ or is there a family history of hearing difficulties or loss? = yes | What are your concerns? → EI Screening Record 

• Do you have concerns about your child’s vision and/ or is there a family history of vision impairment or loss? = yes | If yes, What are your concerns? narrative → EI Screening Record 

Intake Questionnaire Template

Future Evaluation Appointments

Canceled when Referral Case is Closed 

No. When an EI Referral Case is closed any future evaluation appointments will be canceled 

IFSP 

Signature Requirements & Updated Logos

Yes. Statement for participation and acknowledgement has been adjusted.  Some signatures are no longer required: 

• Evaluation Team Participants has been changed to “Evaluator(s)/Assessor(s)” - signatures are no longer required 

• Consent Statement has been changed to “Participation Statement” 

• For Eligible/Not Eligible Children Consent Statement has been changed to “Acknowledgement Statement” 

• On Eligible/Not Eligible section “Signature of EI Representative” has been removed

• Signatures have been removed from the Other Services section 

Public Awareness Materials 

Available on the EI Colorado Website 

No. Removed public awareness materials that are no longer available as printed materials.  Only Family Rights and Procedural Safeguards brochures can be ordered

Emails from Referral & Intake 

EI Referral Case 

No. All emails sent by the EI Referral Case will be sent from [email protected] email address

Hospital/Practice Account

Limitation on creating new Hospital/Practice Accounts 

Yes. When an end user creates a new Hosptial/Practice account, it will be created via a new button on the Account tab “New Hosptial/Practice Account Request”.  Upon submitting the request EI Colorado staff will ensure the new Hospital/Practice account is complete, accurate, and not a duplicate.  EI Colorado staff will approve new requests

Referral Status Update

EI Referral Case 

Yes. New Field “Consent to Share” in the “How Did You Hear About Early Intervention” section on EI Referral Case. If an ROI for the Referral Source is on file this field needs to be checked.   Referral Status Updates will be generated by the EI Data Sytsem on the EI Referral Case. The Case Owner will receive a Task informing them the RSU needs to be sent.  RSU forms are saved to EI Forms on the Related tab “Referral_Status_Update_mm/dd/yyyy_In_Progress or Complete” End user will be responsible for emailing or faxing RSU to Referral Source

Referral Status Update

Display Prior Cases on Referral Case 

Visibility into prior Referral Cases 

No. There is a new section on the EI Referral Case “Case Information” that displays all prior EI Referral Cases. The following information will be displayed:

• Case ID

• Record Type

• CCB

• Created Date

• Closed Date

• Status 

• Service Coordinator  

Relationship to Child on IFSP 

Displayed as Private when Private checkbox is selected on IFSP Background tab 

No. When an individual listed in Relevant Contact Information on the IFSP background tab is marked as Private the Relationship will also be reflected as PRIVATE when the IFSP Print Preview button is selected 

What is the Update?

Do I need to do anything?

Edit/Credit Evaluation Activities 

For EIEs via Provider Portal 

Yes. Evaluation Entities/Evaluators can edit Activities that have not yet been invoiced.  Activities in a Status of Invoiced can be credited

Billing 

Visibility to IFSPs for Company Owners 

Error Resolved 

No. Company Owners can view the IFSP for providers within their Company