EIST Service Coordination

Purpose: If a child is eligible for funding through the Early Intervention Services Trust (EIST), this must be indicated on the Client Case. If a child is EI Trust Eligible, users will be required to bill for Service Coordination through the data system.

1. The user will need to navigate to the Client Case, then to the Active IFSP that corresponds to the Service Coordination billing date range

2. From the IFSP, navigate to the Related tab and locate the Service Plan Elements

   Select one of the Service Plan Elements by selecting the link (named by corresponding letter and number combination)

   Note: Service coordination does not show as a Service Plan Element because it is not recorded on the IFSP

3. Select the Service Plan Element of an actual direct service (even though this will not be billed). Once on the Service Plan Element Details page, click on New Session in the upper right corner of the screen

4. Enter the date as the first day of the month  

5. Service Coordination billing dates must be within the start and end dates of the active Trust Program

6. Once the Utilization is created, from the Details page, click on Direct Service in the upper right corner of the screen

7. Enter the Service field as EI: Service Coordination EIST

8. Enter 0 in the Time (15-minute units) field

9. Enter 0 in the Rate (Hourly) field

10. Service Provider will be the be the CCB name

11. Category will auto-populate to Session Service

12. Select Save

Note: The system will automatically calculate the Service Coordination Fee