I use the EI Colorado Data System

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 Trust program...

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 Editing and Updating a Service Plan Element knowledge article. F...

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 wa...

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...

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 IFSP team. (e.g. if billing ag...

Purpose : Policy Recommendation: Compensation to new subcontracted providers for completing the required 15-hour Early Intervention Provider Training. Effective Date: July 1, 2023. Two new services available to bill: • EI: Initial EI Provider Tra...

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 t...

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 Se...

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...

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...

Purpose : List Views and Reports in the EI Data System that can be used to manage Provider Portal billing for EI Broker Staff Reports: EI_PP_Activities All Status - All Activities created via the Provider Portal that are in Pending, Approved,...

The Reports tab will display all available REPORTS and FOLDERS in the left column on the screen. Every EI Broker will have access to their EI Broker folder as well as a Created by Me (Private) folders and Shared with Me folders that contain...

Purpose : Users can create their own personal reports or Save As an existing report and Edit the filters and columns to capture needed data. When creating reports, users will need to be aware of where information is located throughout the data ...

Purpose: There are two invoicing processes that run concurrently at midnight on the 3^rd of the month for each EI Broker. The invoicing process pulls in all Activities marked as Ready for Invoicing and associates th...

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 t...

Purpose: EI Data System Users can access the EI – Monthly Invoice Batch Exceptions report to view activities that are “kicked out” of the monthly invoice batch that runs midnight on the 3^rd of each ...

Purpose : Service Coordinators must use the  Service Provider Assignment  function to assigned a service provider to the Service Plan Element. Navigate to the Service Provider assignment: Client Case> IFSP >Service Plan Element&g...

Note : EI Broker staff will need to complete this step for Providers to bill via the portal for an Initial IFSP The process for assigning a Service Provider to a Service Plan Element of an IFSP: Navigate to the Service Provider assign...

Purpose: When entering billing for a Service Provider who is an EI Broker Employee: The CCB Employee checkbox is checked on the associated EI CCB Staff Object, found under Related tab of that Service Provider’s contact Date of Session ...

Purpose: If you are experiencing an issue with the EI data system and need to log an error, potential bug, or suggestion, please use the EI Data System Bug and Suggestion form This link can also be found on the EI Colorado we...

Purpose: Billing process for children participating in Extended Part C option who are also enrolled in the EIST (Trust Fund). All dates of service prior to a child’s third birthday must be entered into the EI Data System and allocated to th...