I use the EI Colorado Data System

Allocations Purpose: The EI Data System was designed to follow the funding hierarchy. When creating Utilizations, the system will automatically select the funding source based on validations triggered by data entered on the client case or by the ...

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...

Purpose : After an Activity has been Invoiced, if a user realizes that the units, funding source, or rate were entered incorrectly, then a credit needs to be applied. If the status is still in Pending or Ready for Invoicing , users will be able...

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 : ...

Purpose : Approving activities billed via the Provider Portal NOTE : Data displayed is from our Staging environment, data does not represent actual child/family information Navigate to the Activities tab in the Navigation bar Sele...

Purpose : Service Coordinators must use the Service Provider Assignment function for a Service Provider to bill via the Provider Portal for services provided to a child. NOTE : Data displayed is from our Staging environment, data does...

Introduction : The responsibilities for managing the entirety of the Early Intervention Services Trust (EIST) program resides with the Colorado Department of Early Childhood Accounting Unit’s EIST Program Accountant positions (formerly Southern ...

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 d...