Transition Information - IFSP Home

Transition information (Transition Plan, Administrative Unit Notification and Transition Conference) is entered on the Transition tab of IFSP Home

1. From the Client Case, select the current IFSP under the Related tab.

2. Click IFSP Home in the upper right corner of the screen

3. Click on the Transition tab on the far right

4. Enter the known information related to the Transition Plan, Administrative Unit Notification and Transition Conference fields

5. Transition Plan

   1. Transition Services/ Person(s) Who Need to be Involved (Text Fields)

   2. Transition Steps/Person(s) Who Need to be Involved (Text Fields)

   3. Program Options/Person(s) Who Need to be Involved (Text Fields)

   4. Transition Plan Date (enter date using calendar)

   5. Reason Late Plan If users enter a date beyond DOB +1005 they will be prompted to enter a reason for why it is late in the Reason Late Plan field

      1. Fam - child or fam illness - Used when a meeting is scheduled and has to be cancelled and rescheduled due to the child or a member of the child’s family being ill

      2. Fam - Difficulty Contacting Transition plan was late due to difficulty getting ahold of the family to schedule transition plan

      3. Fam - Fam schedule If a family is offered several options for meeting, or the family is only available at specific times that are difficult for the rest of the participants

      4. Fam – Family Refused

      5. Fam - No show – If the meeting is scheduled and confirmed with the family and the family does not show at the scheduled time and the meeting cannot be rescheduled to meet the timeline

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

      7. Sys - AU/CCB reschedule - Used when a meeting is originally scheduled with the family and a participant representing the Administrative Unit/Lead Education Agency (AU/LEA) or the CCB had to cancel and reschedule

      8. Sys - No interpreter avail Select this if the meeting is delayed because the family requires an interpreter, and one cannot be found

      9. Sys - SC issue- Transition plan was late due to a service coordinator issue

      10. Sys – Required particip not avail

      11. Sys - National Disaster/Pandemic - Transition Plan was late due to extenuating circumstances related to COVID-19

      12. Fam – Late Referral: If Case is a Late Referral (within 90 days of child’s third birthday) Reason Late Plan will populate with “Fam - Late Referral”

   6. Transition Services: To be Completed (enter date that Transition Services are to be Completed by selecting a date via the calendar. This corresponds to the text field in upper section of Transition Information)

   7. Transition Steps: To be completed (enter date that Transition Steps are to be Completed by selecting a date via the calendar. This corresponds to the text field in upper section of Transition Information)

   8. Program Options: To be completed (Enter Date that Program Options are to be Completed by selecting a date via the calendar. This corresponds to the text field in upper section of Transition Information)

6. Administrative Unit Notification

   1. Administrative Unit Notification

      1. AU Notified

         1. Additional Information Shared?

            1. Additional Information sent to AU with parental Consent

            2. Parent did not sign consent to share additional Information

         2. Date Sent (Enter the Administrative Unit Notification date via the calendar)

      2. Parent Opted Out of Notification

         Note: If the family opts out of LEA Notification, record the information on the Client Case under Child Find Information

   2. Reason Late Notification If the Administrative Unit Notification date is greater than DOB + 1005, a Reason Late Notification must be entered.

      1. Family - Previous Opt Out-Family had originally opted out of having their information sent to the LEA, but changed their minds later which resulted in the LEA being notified after transition age

      2. LEA Not Notified – System LEA was not notified due to a system reason

      3. Not Potentially Eligible- The child was found not potentially eligible, and the LEA was not notified

      4. Sys – SC Issue- LEA was notified late due to a service coordinator Issue

      5. Sys – National Disaster /Pandemic – LEA was notified late due to extenuating circumstances related to COVID-19

      6. Fam – Late Referral: If Case is a Late Referral (within 90 days of child’s third birthday) Reason Late Notification will populate with “Fam - Late Referral”

7. Transition Conference

   1. Date Transition Conference was Held (Enter date via the calendar)

   2. Reason Late Conference If the Administrative Unit Notification date is greater than DOB + 1005, a Reason Late Notification must be entered.  e

      1. Sys - AU/CCB reschedule: Used when a meeting is originally scheduled with the family and a participant representing the Administrative Unit/Lead Education Agency (AU/LEA) or the CCB had to cancel and reschedule

      2. Sys – Required particip not avail

      3. Sys - No interpreter avail: Select this if the meeting is delayed because the family requires an interpreter, and one cannot be found

      4. Fam - Child or fam illness: Used when a meeting is scheduled and has to be cancelled and rescheduled due to the child or a member of the child’s family being ill

      5. Fam - Fam schedule: Family requested transition plan date after transition age

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

      7. Fam - No show: If the meeting is scheduled and confirmed with the family and the family does not show at the scheduled time and the meeting cannot be rescheduled to meet the timeline

      8. Fam - Difficulty Contacting: Transition conference was late due to difficulty getting ahold of the family to schedule transition conference

      9. Fam – Previous opt out: Family had originally opted out of having their information sent on to the LEA, but changed their minds at a later date, which resulted in the transition conference held after transition age

      10. Sys – SC issue: Transition conference was late due to a service coordinator issue

      11. Fam – Family declined: Family declined having a transition conference

      12. Sys – National Disaster/ Pandemic – Transition Conference was late due to extenuating circumstances related to COVID-19

      13. Fam – Late Referral: If Case is a Late Referral (within 90 days of child’s third birthday) Reason Late Conference will populate with “Fam - Late Referral” Late Reason.

          Note: The CCB is required to invite the AU to the transition conference. If the AU cannot attend, the CCB needs to proceed with the conference prior to the child’s transition age

8. To add a Transition Conference Team Member

   1. Select the + Add Team Member icon

   2. Search and select contact to be entered in the Transition Conference Team Member field

      Note: Contacts must already have been created in the data system to search and select. Please reference the Contacts knowledge article.

   3. Select Role from the drop-down menu

   4. Select Discipline, when applicable, from the drop-down menu

   5. Digital Signature should be entered when conducting a virtual IFSP meeting/activity and with verbal consent of parent/guardian

   6. Click Save

      Note: Information entered in the Signature field will display in the IFSP Print PDF

9. If the Late Referral checkbox on the client case is checked, users do not need to enter late reasons for transition plan, LEA notification or transition conference.  The activities still need to occur, but users do not need to enter late reasons.

   Note: For a brief video demonstration of entering Transition information in IFSP Home Visual Force, please click HERE