Provider Portal Billing for Initial IFSP Development

Purpose: Billing for Initial IFSP Development / EI: Assessment Initial

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

• Navigate to My Client Cases → Evaluation/Assessment / Initial IFSP view

  • Search by Client Name or Case #

• The Intake Questionnaire can be accessed from the View Files hyperlink form the Files column

• Select “Add Services” hyperlink from the Services column

• New screen for Activity will pop-up

  • Select New

• Complete Activity

  • Enter Date: Date of Initial IFSP

  • Type: EI: Assessment-Initial

  • Units/Miles: number of units (15-minute increments)

  • Rate: enter hourly rate for selected services

  • Activity Description (Optional): Optional

  • Select Save

• The EI: Assessment-Initial activity can be edited or deleted by the Provider prior to invoicing if needed → My Client Cases → Evaluation/Assessment / Initial IFSP view -- Add Service hyperlink

  • Edit with the Pencil icon

  • Delete with the Trash icon

    • Invoicing occurs twice monthly on the third (3th) and eighteenth (18th)

• All Activities entered for a child can be viewed from the My Client Cases tab using the Credit Activities hyperlink in the Client ID column

  • Activities in Pending Status can be edited by using the blue Edit Activity button in the final column

  • Activities in Invoice/Paid status can be credited by using the blue Credit Activity button in the final column