Navigation - My Client Cases

Purpose: How to navigate the My Client Cases tab in the Provider Portal

NOTE: Data displayed is from our Staging environment, data does not represent actual child/family information.

• Navigate to My Client Cases → Active Case view

  • Other views include

    • Closed Cases - children who has exited EI

    • One Time - frequency of the IFSP service is listed as once (ex. Assistive Technology Device)

    • Evaluation/Assessment / Initial IFSP - the provider can access the child’s case details if assigned as the provider completing the Initial IFSP

    • All Cases - all Cases regardless of status or frequency

  • Search by Client Name or Case #

• The columns represent the following details

  • Client ID

    • Credit Activities - for activities that have been invoiced/paid that need to be retracted

  • Case # - searchable field

  • Client Name - searchable field

  • Document - allows a provider to upload documents to the child’s case (ex. Progress Notes)

  • Date of Birth

  • Referral Date

  • Services - hyperlink to “Add Services”

  • Status - status of the client case

    • New - no action taken by Service Coordinator

    • In Progress - Service Coordinator assigned IFSP not yet developed

    • Active - actively enrolled in EI services

    • Closed/Eligible - received IFSP services and case is now closed

  • IFSP - hyperlink to most recent IFSP

  • CCB - the Early Intervention Broker who is providing service to the child and family

  • Medicaid Enrolled

    • Yes - child has a Medicaid ID

    • No - child does not have a Medicaid ID