Creating a Periodic or Annual Review

1. From the Client Case, click the ▼ symbol drop-down to the right of New IFSP

2. Select Create Review

3. Select either Annual Review or Periodic Review

4. Click Create

1. Periodic and Annual reviews will open in IFSP Home visual force automatically and will be pre-populated with appropriate information from the previous IFSP

2. The Meeting Date of the Annual or Periodic will auto-populate with the IFSP creation date.  Users will need to change this to reflect the actual meeting date.

1. Services carrying over from previous IFSPs will default to EI Service Type Continued

2. Reference ENTERING A SERVICE PLAN ELEMENT INTO EI DATA SYSTEM for details regarding adding or updating services on an IFSP

Note: There should only be one Active and Approved IFSP per client case. Please see instructions or Closing an IFSP.

For additional annual IFSP guidance reference the linked interactive document.