Request for Services Data Entry Process

The information describes the workflow / steps needed to successfully enter and submit a Request for Services.  Each step is meant to facilitate the data entry process and help the worker ultimately build a robust, well thought out Request.

Step 1 - Describe the Person's Needs:   This step is used to explain the nature of the person's new need.

Step 2 - Select Service Codes:  This step is used to load services codes in the Request and setup the data entry both of its criteria and budget sections.

Step 3 - Attach Documents to the Request:  This step is used to load documents (e.g. log notes, incident reports and imaged docs) into the Request.

Step 4 - Respond to Criteria with Documentation:  This step is used to enter the justification for each criterion and attach the documents that justify it.

Step 5 - Review the Active PCSP Budget:  This step is used to review and evaluate the current services on the Active PCSP Budget.  It includes reviewing an analysis of the person's spending trends and utilization of their services.

Step 6 - Enter the Budget Data:  This step is used to enter the budget data for each service code in the Request (i.e. new services, increases to existing services, decreases to existing services and the elimination of services from the plan).

Step 7 - Finalize the Budget:  This step is used to review the impact of how the requested services would affect the Active PCSP Budget, the next Plan Cycle and the Pro Forma Budget if they were approved.

Step 8 - Submit the Request: This step is used to validate the data in the request and ultimately submit it to the Committee for review.