Progress Notes - 5/21/10
Type of Change Pages /Reports Applied User Affected Comments
1 Advanced Search - This function is available for State administrator users Ad Hoc State
2 Advanced Search - add date range for LEA Transition Planning Conferences; Add data range for child's birthday; Ad Hoc State and POE
3 Advanced Search - When search on providers or agencies, would like advanced search to pull from current IFSP information only and not information from previous IFSP's. For example, if I wanted to see what children a therapist is serving, the search pulls all children the therapist has ever served, not the ones just currently being served. SC Ad Hoc State and POE
4 Demographic screen - if the service coordinator is inactive, then do not show on the coordinator list Demographic POE
5 Demographic Screen - Delete Incoming Coordinator, Change "Designated Coordinator" to "Service Coordinator". Delete #11 LEA on this screen due to it is on the Transition screen. Demographic All
6 Notification Referral Screen - User will be able to save a re-referral into history if the re-referred child did not have an IFSP yet. Notification POE
7 Notification Referral Screen - Public Awareness/Child Find. TEIDS has "text box" to capture information from referrals for how a parent first heard about TEIS. Remove text box field and add drop down list for collecting data (ex. physician, friend, brochure, billboard, PSA, all etc.). This information will help track the effectiveness of our PA/CF State Plan and for determining over time the best vehicles for PA. Notification All
8 Notification/Referral Screen - Add Fax number to referral page. Also break down Name/Agency field into 2 fields, one for Agency and one for Name. Delete #11, TCM Parental Consent Date. Notification All
9 Evaluation Screen - Add Diagnosis Codes on the Health Section of Evaluation page as a drop down list for selection. State Admin user should be able to add diagnosis code from home page. Evaluation All
10 Parent Screen - Add "Print Envelope" function where envelope can be printed with Parent 1 address on it. Parent All
11 Eligibility Screen - Projected diagnosis code will prepopulate from evaluation screen from health section. Delete "Informed Clinical Opinion" which will impact the Eligibility Report. Eligibility All
12 IFSP Screen - Delete TIPS and DMRS from Participants. Change TDH to DOH in participants. IFSP Screen - If IFSP is late, it would flag you to select delay reason. Options of Family or System. Have note under selection to explain in IFSP meeting notes. Do not let save if reason is not selected. IFSP All
13 IFSP Print - Change "Transition Dates" to "Upcoming Meeting Dates". Delete "Notification of Local Education Agency (LEA) by age two". Change "Planning Conference with Parent/s, Lead Agency, LEA and other Service Providers as appropriate. (At least 90 days, or up to 6 months prior to child's third birthday)" to "At least 90 days, or up to 9 months prior to child's third birthday". Change date on "Transition to LEA, as appropriate" to be the day before the child's 3rd birthday. Add in what is now called "Transition Dates (which we want to change) box, "6 month IFSP due date" and "Annual IFSP Due date" that would be the most current upcoming due dates. IFSP Document All
14 Contact Log screen - Add a date entered column Contact Log All
15 Planned service screen - save the frequency as Weekly, Monthly or Annually instead of only Weekly Planned Service All
16 Planned Service screen - If we have TEIS Approved Vendor checked in TEIDS, there will be a label as "TEIS Approved" behind agency name Planned Service POE
17 Transition screen - if Transition conference is late, list reasons in a dropdown list Transition POE
18 Account Payable screen - Improve account payable function, so user do not have to choose service one by one Account Payable All
19 Accounts Payable Screen - would like setting rate reflected for specific setting. For instance if the setting is "other", the rate shown would be $60 instead of the $72 natural environment rate. Account Payable All
20 Accounts Payable Screen - On the service log information listed for accounts payable, add a column that shows the setting that was selected when the service log was entered. Account Payable All
21 Service Log screen - Parent access through service coordinators - One report where POE can print out service logs and give to families. Service Log Coordinator
22 Early Childhood Outcomes - 1. Add page in child's record for Early Childhood Outcomes (ECO) data (Indicator 3). 2. Also create a report to capture this data. 3. Include Exit outcome in the Part B crosswalk file. (1) TEIS Exit Outcome 1 - Positive Social Emotional Skills (2) TEIS Exit Outcome 2 - Acquiring Knowledge and Skills (3) TEIS Exit Outcome 3 - Taking Action to Meet Needs " ECO POE
23 Transition Screen - Add/delete Exit reasons. Update dropdown list. (CG) Transition POE
24 Child's Record - On every screen show the Service Coordinator's name and POE. All Screens All
25 Timely Devlivery of Service report  - We also need the Timely Devlivery of Service report to include services that have EIRA listed as the payor Timely Devlivery of Service Report POE and State
26 Primary Setting Report (618 Data) for SEA and POE - Modify report to also include settings data by race/ethnicity and age goups and also list children that compile the number in order to provide Pam with data broken down by district (POE Settings Report) and county level within a POE- requirments of report.County level data is used to populate our Rank Order data used for PA/CF. (CG) Primary Setting Report POE and State
27 Child Count Report (618 Data) (CG) - SEA and POE - Modify report to also include list of children that compile the number with detail information. Child Count Report POE and State
28 Transition Report - Monitoring Indicator 8C. Timely transition planning conferences. When conferences are untimely, list out children. (CG) Transition Report POE and State
29 Timely Service Delivery Report - Add another box that list "Summary by Provider" that list untimely services by provider. Add a column called "Agency" to Child List for Untimely Delivery of Services with the children whose services have NOT been delivered TIMELY. (CG) Timely Service Delivery Report POE and State
30 Caseload Summary - Change report to show total # of children with in all phases for each SC. Match homepage with all phases, then total in the top box. Add a column to the report at bottom that shows the "start date" for the planned service. Caseload Summary Report POE & SP
31 Contact Report POE - be expanded to include "Parent 1 Address" Contact Report POE & SP
32 On the invoice report, add a column that includes the note section from Accounts payable; Show EIRA payor beside TEIS and PI; Add disapproved item at bottom. Invoice Report All
33 Validation - If no diagnosis and user chooses eligibility for diagnosis (health) on Eligibility page, then popup message and force user to enter diagnosis Eligibility POE
34 Validation - (CRO): All new planned service's start date should be after its IFSP date. Planned Service POE
35 Validation - For planned services detail, a validation that does not allow planned period (start date/end date) to exceed 365 days; End date can not be before the start date. Planned Service POE
36 Validation - On transition screen, LEA must be entered before a transition conference date can be entered. - Pam Transition POE
37 Validation - For transition planning conference screen - If TPC was refused and then the TPC was held then service coordinator must enter a TPC reconsidered date. Transition POE
38 Validation - Put a validation in place that would popup a message and let user select "in person" when the TCM box is checked in the contact logs. Contact Log POE
39 Help, User Guide and FAQ - Make more visible (like Kentucky) and also on Home page. Update support email to robin.crutch@tn.gov Help POE