Service Plan Process
This document is saved from the Service Plan Submission App to the Client Folder in Quality by a Case Management Specialist.
Signature Pages
Where is the ADL information from the 100.2 entered in the Bridge?
Inventory of Needs
How many days do Case Management Specialists have to process Standard Priority SPs?
4 business days
What Data Entry Status should be used to indicate the Service Plan has been fully processed?
Bridge data entry complete.
Name two of the documents that is saved for Electronic Service Plan Authorization Notification Delivery (ESPAND)
SPCS Cover Sheet
BUS SP
Bridge Cover Sheet
100.2 Assessment (for Initials and Annuals)
Signature Pages
What must occur before a PM Review Service Plan is submitted to Admin for processing?
The PM reviews it and sends it to the CM, then the CM makes corrections.
What do you click in the Bridge to create a new PAR for an Initial or Annual?
Client Information Tab
What is the latest an LOR can be received for an Initial or Annual before a Revision is required to add a service?
Two Weeks prior to the Start Date
Who is responsible for completing ESPAND
The CMS who completed data entry
True or False: CMSes will check the emails on the Mail Out Sheet to ensure they're all correct
True
Once a Service Plan has been submitted to the Bridge, where is the SPCS saved so the information can be shared with the Finance Department?
SPCS to Scan folder in Quality.
Who should you contact first if you are not able to end or decrease a service to match the SPCS?
The CM, but feel free to include the Billing Team. They are always happy to help with tricky situations.
Name two factors which would cause an SP to be marked as High Priority in the Service Plan Submission App.
Initials, Annuals with a start date <30 days from the current date, Revisions with an end date less than 30 days away, Revisions with an end date that has already passed, or any SP marked as CDASS
Notes tab
Safe Splash is providing swim lessons to Minnie. What documentation are they sent?
Service Authorization Form (SAF)
A CM targets meting with a family for their annual SP meeting this many months before the Service Plan Start Date of the next SP year
3 months before the SP start date.
Upon seeing that a PAR is accepted in the Bridge, this document should be saved to the Client Folder
Bridge Cover Sheet
This type of Service Plan is most urgent and should be prioritized before all others
What are two steps you must take to submit a correction to a CM?
Enter a correction comment and hit return
The CMS is notified that a SP Authorization was delivered to a provider that does not provide services to that individual. True or False: This is not a HIPAA violation.
False
Name the two types of Service Plans that are processed without Bridge Data Entry
Who resolves Bridge errors needing approval (B021, B022, B087, B088)
an Admin PM
You should finalize a service plan and 100.2 in the BUS before this significant date in an individual's yearly calendar.
Service Plan Start Date
Name two of the three pieces of information to include in the notes section if you receive a Bridge Error requiring PM approval (B021, B022, B087, B088)
PPA or MMISPA #
Line Number
Units Requested
Units Needing HCPF Approval
Why are PASAs, families, and other individuals in the IDT Blind Carbon Copied (BCC) when completing ESPAND?
Blind-copying is essential for protecting a person's email address from being shared with others