I use the EI Colorado Data System

UTILIZATION: A Utilization is created to contain all Activities or Services that occurred for a client in one day. Only one Utilization can be created per day. However, there is no limit to the number of Activities that can be logged within the...

Prior to creating Utilizations and Activities , an Actual Start Date is required on the Service Plan Element and a Service Provider must be entered. Follow steps under ENTERING A SERVICE PLAN ELEMENT knowledge article. From the Clie...

From the Utilization Details screen, select the Direct Service button from the upper right corner The session service screen will appear with the Service field pre-populated. The Service Provider name will also pre-populate if the name ...

Purpose: Transaction Service Activity(ies) are billed for activities conducted within the Client Case not documented on the IFSP record: To log a Transaction from the Client Case , select New Transaction from the drop-down in the top righ...

Warning for Negative Units Purpose : A warning message will now pop up if an Activity is created that would result in the total number of units billed on a Service Plan Element as greater than the units available and agreed to by the family and IF...

12/11/2024 Matt, Danielle, Kelly, Erika Meeting To prepare for January 2025 TA Call Proposed Slides: Slide on What Doc 360 Training Team Slide on Why the change is being made Training Team Slide on Who ...

Purpose: Cloning a Utilization allows users to create one Utilization for another date without having to go through the steps to create a Utilization. Locate the Utilization Click on the Utilization number Select Clone Session from...

Purpose: This applies only to EI: Speech Language Pathology, EI: Occupational Therapy and EI: Physical Therapy services for children indicated as Medicaid Enrolled. If a child is Medicaid Enrolled (indicated on the Client Case under Insurance...

Purpose: “EI: SLP Stipend” can be billed by subcontracted SLP providers billing Medicaid for one outpatient SLP encounter code for a speech and language session supporting IFSP outcomes. Payment is $30 per date of service. Utilization and Ac...

Purpose : When an Activity is created, the default status is Pending . All Pending Activities must be moved to a status of Ready for invoicing to be included in the Invoice pull. The available Status options for Activities are : ...