No. New error message “If Exit Rating is completed ensure Entry Rating is reflected on most recent IFSP. If Exit Rating Not Completed select Reason Exit Rating Not Complete.”
Case Number to DocuSign Email
Updated Subject Line
No. The subject line for the EI Screening Record when sent from DocuSign will include the EI Referral Case # “Evaluation Results from EI Colorado for Client Case ########”
VOID DocuSign EI Screening Record/ IFSP
VOID if Sent in Error
Yes. The Service Coordinator or other EIB Staff can VOID a DocuSign envelope sent by DocuSign if needed
Yes. If additional contact or demographic information is added to the EI Referral Case for Parent/Guardian 2 the Family Member Contact will be updated when the EI Referral Case Status is changed to either Complete or Closed
Extended Part C
Validation Rule on Checkbox
No. If a child is participating in Extended Part C the “Part B Eligible - Extended Part C” checkbox cannot be unchecked if more than two weeks have elapsed from the child’s third birthday
Service Coordinator Contact
User Type Required
Yes. When creating a new Service Coordinator Contact the user must select either “Service Coordinator Access” or “Manager/Supervisor Access”
Child Find Contact
Email Fields
No. Removed email fields for “Work”, “Personal”, and “Alternative”. Remaining field is “Email” which must be accurate for DocuSign functionality
Cornerstone Training Survey
Viewed by EIB Staff
Yes. EIB staff are able to view the status of the Cornerstone Training Survey on the Service Provider Contact Related tab → Survey Invitations and Status section
Provider Portal
What is the Update?
Do I need to do anything?
Credit/Edit Activities
My Client Case Tab
Yes. From the Credit Activities hyperlink activities that have not yet been Invoiced can be edited as needed
Provider Attestation
Added Automation
No. When a new request is received by an EIB for either an independent provider or a new provider company, the EIB user updates the Status from Pending to Verified, CCB Attest Agreement checkbox will be checked. EIB Staff can prompt the Provider to Sign the Attestation.
For questions, content edits, or other inquires on this document contact the EI Data Team.
Was this article helpful?
Thank you for your feedback! Our team will get back to you
