IV-E Foster Care Initial Determinations Needed Step Action ...€¦ · • The IV-E Initial Determinations Needed page displays only the Foster Care clients who need an Initial IV-E

IV-E Foster Care – Initial Determinations Needed Step Action Table

TM IV-E Foster Care - Initial Determinations Needed Step Action Page 1 of 29 © 2018 Proprietary and Confidential

User IV-E Worker. Process These step action tables describe the actions needed to initiate an Initial Determination for a specific client and complete the required sections for the Initial Determination page. Introduction

• A Save button is available at both the top and bottom of the Determination page. To complete the Determination, you must click Save. At a minimum, the Citizenship Verification in the Demographics section and the Date Last Lived with Specified Relative in the Household section must be entered to save the Determination page. Required fields will be highlighted if you Save before they have been entered.

• The IV-E Initial Determinations Needed page displays only the Foster Care clients who need an Initial IV-E Eligibility Determination completed but one has not yet been started. If one has been started and saved, but not accepted, it will be listed under the Pending Determinations option.

• The icons next to the options in the left navigation panel will show colors to indicate progress in the Determination:

o Gray indicates that this section is not started or started but not completed. o Green indicates that this section is completed, and that the child may meet IV-E

Eligibility requirements within that section, but final determination may depend on answers in other sections.

o Red indicates that this section is completed and indicates that the child does not meet IV-E Eligibility requirements based on answers within this section.

• Columns in the table can be sorted or filtered using the icons to the left of each column heading.

• The County/Agency filters default to the primary county or agency associated with the worker who opens the page. The picklists contain all the counties and/or agencies associated to the worker.

Table of Contents Initiate Initial Determination ........................................................................................................................ 3

Removal & Child Demographics ................................................................................................................... 4

Household/Specified Relative ....................................................................................................................... 5

Removal Manner – Court Ordered ............................................................................................................... 9

Removal Manner – Voluntary ..................................................................................................................... 12

Income/Deductions .................................................................................................................................... 14



Assets .......................................................................................................................................................... 19

Deprivation ................................................................................................................................................. 21

Claimability ................................................................................................................................................. 23

Eligibility and Claimability Summary ........................................................................................................... 24

Notes ........................................................................................................................................................... 26

Entitlements ................................................................................................................................................ 28



Initiate Initial Determination:

• The County/Agency filter defaults to the primary county or agency associated with the worker who opens the page. The picklist contains all the counties and/or agencies associated to the worker.

Initiate Initial Determination

Step Action

1 In the Left Navigation panel.

• Click IV-E Foster Care.

• Click Initial Needed.

2 In the IV-E Initial Determinations Needed table.

• Click the County/Agency drop-down arrow.

• Select the appropriate County/Agency option.

3 From the filtered list in the IV-E Initial Determinations Needed table.

• Click the date link under Due Date to open the desired IV-E Determination page.

4 This opens the IV-E Determination page for the selected client.

• Navigate through the IV-E Determination page using either the options in the left Navigation panel or the scroll bars.

5 In the header for Removal & Child Demographics.

• Click Actions.

• Select Initiate Determination. This will Initiate the Determination.



Removal & Child Demographics:

• The name displayed in the Child/Youth Name column contains a link to open the Client Details record for the child.

• If Citizenship has not been entered in the Client Details record, the words “Not Entered” will be displayed in the Citizenship field and the field will contain a link to open the Client Details record to enter the Citizenship.

• If Citizenship does not equal “U.S. Citizen”, “Naturalized Citizen”, "Lawful Permanent Resident”, or “Qualified Immigrant”, “Special Immigrant Juvenile Status”, or “Unaccompanied Refuge Minor”, the icon next to the Demographics/Removal option will be Red and the IV-E Determination will default to “Not Eligible”. The reason displayed in the Eligibility and Claimability Summary will be “Child is not a United States Citizen or Qualified Alien”.

• The names displayed for both Caretaker A and Caretaker B are links that will open the Client Details page for the client identified as a caretaker.

Removal & Child Demographics

Step Action

1 In the Removal & Child Demographics section.

• If required, click in the Determination Assigned To field to edit the name of the worker assigned to this Determination.

• Select the desired name from the list.

2 In the Child/Youth Name section.

• Click Citizenship Verification.

• Select the appropriate option from the list.

• Click in the Comments text box (optional).

• Enter appropriate comments for this client. Note: If the Citizenship Verification value selected is Citizenship could not be verified, the Comments field becomes required.

3 Use the links in the left navigation panel or the scroll bar to continue to the Household/Specified Relative section.



Household/Specified Relative

• A selection must be made for the Yes/No toggles for each row in the IV-E HH and Specified Relative columns.

• The demographic and relationship information for Clients and Collaterals added to the Household section of the IV-E Determination should be the same as their Client or Collateral record information in Assessment or Case. The Household/Specified Relative section will show as incomplete if:

o No family members other than IV-E child have been added as Household Members.

o No specified relative has been identified. o All three toggles (IV-E HH, Specified Relative, and SSI) are not filled out for each

Household Member. o All visible questions in the panel are not answered.

• The Add/Remove Clients pop-up window displays a table with a list of all clients ever added to the Case, regardless of whether the clients are currently active in the case.

• If a Client needs to be removed from the Household Members table after the Add/ Remove Client information has been saved and closed, reopen the Add/Remove Clients pop-up window, deselect the Client and click Save.

• Deselecting a client will only remove them from the Household Members table; it does not remove them from the IV-E client’s Case.

• The Household Composition Summary section shows a list that summarizes how many adults and children are in the IV-E Household. All values in the Household Composition Summary list count only individuals who have IV-E HH set to Yes.

Household/Specified Relative

Step Action

1 Add or remove Clients, Collaterals, and Deceased Parent information by clicking the Actions drop-down arrow in the Household/Specified Relative header. Add a Client:

• Click Actions.

• Select Add/Remove Clients.



2 In the Add/Remove Clients pop-up window.

• Click the Select checkbox for the required client(s). At a minimum, the checkbox for the client (Self) must be selected. Select is a multi-select field, so more than one choice can be made.

• Click Save. This returns you to the Household/Specified Relative section. Note: Deselect a client by unchecking the Select checkbox.

3 Add Collaterals.

• Click Actions.

• Select Add/Remove Collaterals.

4 In the Add/Remove Collaterals pop-up window.

• Click the Select checkbox for the required collateral(s). Select is a multi-select field, so more than one choice can be made.

• Click Save. This returns you to the Household/Specified Relative section. To add a collateral that is not included in the list.

• Click Add Collateral. The Add Relative/Kin Collateral pop-up window opens.

• Enter information in required fields.

• Click Add.

• Click the Select checkbox for the required collateral. Note: Deselect a collateral by unchecking the Select checkbox.

5 Add Deceased Parent/Guardian.

• Click Actions.

• Select Add Deceased Parent/Guardian.

6 In the Add Deceased Parent/Guardian pop-up window.

• Enter information in required fields.

• Click Add. A new Deceased Parent/Guardian row is added. Note: The system will set the end of involvement to the Date of Death. The Add Deceased Parent/Guardian pop-up window contains an Approximate Date of Death checkbox. Check this box if the exact date of death is not known.

7 If a Household member is added with no relationship defined, the field displays an exclamation/alert icon with “Not Entered” as the link. To add a relationship:

• Click the link in the Relationship column.



8 In the Add Relationship pop-up window.

• Click the is field drop-down window.

• Select the appropriate relationship option from the list.

• Click Add.

9 In the Household Members table.

• Click Y or N (Yes or No) toggle for each entry in the IV-E HH column.

• Click Y or N toggle for each entry in the Specified Relative column.

• If a change needs to be made for an entry in the SSI column, click the Y or N toggle.

Note: Once a selection has been made, the toggle can be changed by clicking the alternate toggle.

10 In the Household Information section.

• Click in the Date last lived with specified relative field.

• Type the date with a MM/DD/YYYY format or enter the date using the calendar option.

• Click a Yes or No toggle for Is the person named above the child’s parent(s) or the other relative(s) within the 5th Degree of Relationship?

• Click a Yes or No toggle for The child continues to reside with the adult “specified relative” in foster care.

• Click a Yes or No toggle for The child is placed in the same foster care setting with his/her minor parent and the county has custody of the child (or has a VPA).

11 If one of the specified relative(s) is not a Biological parent, the field Proof of custody or guardianship was verified on is displayed and is required.

• Click in the Proof of custody… field.




12 The Step-Parent Household Information section is conditionally visible and required if “Step” or “Half” relationships are defined for Clients / Collaterals in the Household member list AND IV-E HH is marked as Yes for that (or those) individuals. If this section is visible, responses to the questions are required.

• Click a Yes or No toggle for Is the relationship by marriage?

• Click a Yes or No toggle for Do the individuals listed below have a child in common?

If the response is No, then the Biological/Legal Parent* and Step-Parent/Significant Other* fields become visible and are required.

• Click Biological/Legal Parent*.


• Click Step-Parent/Significant Other*.


• In the Identify the children in the Step Parent household* table, click a Yes or No toggle for each entry in the Step-Parent HH column.

13 Click Save at the top or bottom of the page to save your information and continue.

14 Use the links in the left navigation panel or the scroll bar to continue to the Removal Manner - Court Ordered or Voluntary section.



Removal Manner - Court Ordered

• The Transcript section will only appear if 1) the response to either of the first two questions in the Authority for Care and Placement (Custody) & Best Interests section is No, OR 2) any of the Nunc Pro Tunc questions are answered Yes.

• If the Transcript section displays, the additional questions are required.

Removal Manner – Court Ordered

Step Action

1 In the Authority for Care and Placement (Custody) & Best Interests section.

• Click a Yes or No toggle for Does the court order award custody to the county department?

• Click in the Date Judicial Determination field.

• Type the date with a MM/DD/YYYY format or enter the date using the calendar option. Date cannot be prior to the removal date.

• Click in the Date Order Signed field.


• Click a Yes or No toggle for Does the initial court order include a finding to the effect that the removal from the home is in the child's best interest?

• Click a Yes or No toggle for Is the order nunc pro tunc?



2 In the Reasonable Efforts section.

• Click a Yes or No toggle for Was there a single finding of 'reasonable efforts' within 60 days of the child's placement?

• Click in the drop-down field for Which 'reasonable efforts finding' was specified?

• Select the appropriate option from the list. If the option “Rsnble efforts were not required because:” is selected, the following question is visible and required.

o Click in the drop-down field for Reasonable efforts were not required because*

o Select the appropriate option from the list.

• Click a Yes or No toggle for Is the order a ‘nunc pro tunc’ order?

• Click in the Date Judicial Determination field.


• Click in the Date Order Signed field.


3 If the Transcript section displays, the additional questions are required.

• Click in the Date Requested field.


• Click a Yes or No toggle for Transcript Received? If response is Yes, then Date Received becomes required; if No, the client is not IV-E Eligible.

o Click in the Date Received field. o Type the date with a MM/DD/YYYY format or enter the date using the

calendar option.

• Click a Yes or No toggle for Orders custody to the local department?

• Click a Yes or No toggle for Contains a finding to the effect that removal is in the best interests of the child?

An additional question will display and be required if the answer to “Does the initial court order include a finding … is set to No.

• Click a Yes or No toggle for Contains a finding to the effect that ‘reasonable efforts’ were made, not possible, or not necessary?




5 Use the links in the left navigation panel or the scroll bar to continue to the Income/Deductions section.



Removal Manner - Voluntary

• A VPA is only good for 90 consecutive days if a court hearing was not held before that. After that the child would become ineligible. If it goes beyond the 90 days, the worker must search for the Initial Determination on the All Determinations screen, open the Initial Determination and Unlock it. The Manual button becomes visible in the Voluntary Placement panel Actions Dropdown. The worker will select this to end this Initial Determination and create a new one.

• The VPA Date Signed field is auto-populated. This date is the Rmvl Begin date in the Removal & Child Demographics section.

Removal Manner – Voluntary

Step Action

1 In the Voluntary Removal section.

• Click in the VPA Start Date field.


• Click in the VPA Expiration Date field.


• Click a Yes or No toggle for Was the voluntary placement agreement (CWS-3) signed by the parent(s) or legal guardian and a representative of the county department?

• Click a Yes or No toggle for Did the court find that placement is in the child’s best interests? If response is Yes, then Date of Court Finding becomes required.

• Click in the Date of Court Finding* field.




2 In the Voluntary Removal section (cont.)

• Click a Yes or No toggle for Was the county department given legal authority for placement and care? If response is Yes, then Date of Court Finding becomes required.

• Click in the Date of Court Finding* field.


• Click a Yes or No toggle for Is the order a ‘nunc pro tunc’ order? If response is Yes, then Date Requested becomes required.

• Click in the Date Requested* field.


3 In the Transcript section.

• Click a Yes or No toggle for Transcript Received? If response is Yes, then Date Received becomes required.

• Click in the Date Received field.


• Click a Yes or No toggle for Contains a finding that removal is in the best interests of the child?

• Click a Yes or No toggle for Authorizes Authority for placement and care to the local department?


5 Use the links in the left navigation panel or the scroll bar to continue to the Income/Deductions section.



Income/Deductions

• The Income/Deductions section allows the addition of income and deductions for members of the IV-E Household.

• All members of the household must have Income added to the record.

• Only one Income Type may be selected for each HH Member. o The option of Colorado Works - TANF Benefits will display an alert to the user

with the following message "TANF must be notified that child has been removed from the home".

o The option of None can be chosen only if there is not another income record for the same individual for this removal.

• The Status field shows the status of the income (Exempt, Countable) as soon as the Income Type is selected. The value auto-populates based on the income type selected.

• When an Income record is added in the IV-E module, the system will automatically add the income information to the Client.

• The system will check to ensure that the Income record does not already exist in the Income table for the same client and with the same Income Type, and that it is not end-dated prior to the removal month. If an active income record already exists with the same client and same Income Type, the Income Match pop-up window will open.

o Multiple income records can exist for one individual as long as the Income type and start date do not already exist.

o The Start Date will be set to the Removal Start Date on the Client Income table. The Start Date does NOT appear on the Add/Edit Income pop-up window, it is added behind the scenes.

Income/Deductions

Step Action

1 Add Income to an individual HH Member. In the Income/Deductions section header.

• Click Actions.

• Select Add Income to a HH Member.



2 In the Add Income to a HH Member pop-up window.

• Click the Household Member* drop-down arrow.

• Select the appropriate name from the list.

• Click the Income Type* drop-down arrow.

• Select the appropriate option from the list. Note: The Income Type of Other enables the Income Type Other field.

o Click the Income Type Other drop-down arrow. o Select the appropriate option from the list.

• Click in the Monthly Amount text box.

• Enter the amount in the field. The Monthly Amount is a currency field and the “$” is auto-applied.

• Click the Basis of Income drop-down arrow.


• Click in the Comments text box (optional).

• Enter appropriate comments for this client. Note: If the Income Type is set to None, Food Stamps, Diversion Assistance, or Colorado Works - TANF Benefits, the Comments field is required.

• Click Add when finished or Cancel to close without saving. Note: If the Income Type is set to None, the field defaults to $0 and cannot be changed unless the Income Type is changed.

3 Income Match Pop-Up Window The Income Match pop-up window will open if the system finds an Income record already existing in the Client > Income table for the same client with the same Income Type, and where it is not end-dated prior to the removal month. If one is found, an alert message is displayed stating "There is an existing record on the Client Income table that may be a match. Do you want to use it or add a new record?" You can choose Use Existing Record, Add New, or Cancel.

• If Use Existing Record is chosen, the Income Match pop-up window will close, and you are returned to the Income page.

• If Add New is chosen, a prompt is displayed "Do you wish to end the existing Income record?" Yes/No.

o If Yes, the existing record will be ended using the day prior to the first day of the removal month.

o If No, the new record will be added to the Client Income table, but the existing record will not be changed.

• If Cancel is chosen, no updates will be made, and the Income Match pop-up window will close.



4 Edit Income for an individual HH Member. In the Household Member Income section.

• Click the Expand ( > ) icon to the left of the Household Member you wish to edit.

• Click on the Income Type link.

5 In the Edit Income to a HH Member pop-up window.

• Make edits as needed.

• Select Add to add the changes or Cancel to exit without saving. Note: The pop-up window also contains a Delete button that will delete the Income record. A record can only be deleted prior to the Determination being approved or accepted. This will not delete the record from the Client Income table.

6 Add Income to a Multiple HH Members. In the Income/Deductions section header.

• Click Actions.

• Select Add Income to Multiple HH Members.

7 In the Add Income to Multiple HH Members pop-up window.

• Click the Household Member* drop-down arrow.

• Click the Select checkbox for the required Household Member(s). Select is a multi-select field, so more than one choice can be made.

• Complete the required fields. (See the field descriptions in Add Income to a HH Member pop-up window above for more information).

• Click Add when finished or Cancel to close without saving.

8 Copy Existing Income. In the Income/Deductions section header.

• Click Actions.

• Select Copy Existing Income Info.



9 In the Copy Existing Income(s) pop-up window.

• Click the Client Name drop-down arrow.

• Click the Select checkbox for the required Household Member(s). Select is a multi-select field, so more than one choice can be made.

• Click Add when finished or Cancel to close without saving. Note: The Client Name picklist will contain the name of each IV-E HH member who is a client AND who has income recorded on their Client record. This is a multi-select list, so you can specify one or several individuals to see listed on the screen. It also has a value for "All" which causes all IV-E HH members who are a client AND who have income recorded on their client record to display.

10 Add Child Care Deductions. In the Income/Deductions section header.

• Click Actions.

• Select Add Child Care Deduction.

11 In the Add Child Care Deduction pop-up window.

• Click the Child* drop-down arrow.


• Click in the Monthly Amount* text box.

• Enter the amount in the field. The Monthly Amount is a currency field and the “$” is auto-applied.

• Click Add when finished or Cancel to close without saving. Note: The Child picklist shows all children under age 12 at time of determination, who are added in the HH Members list and have IV-E HH set to Yes.

12 Edit Child Care Deduction. In the Deductions section.

• Click the name link under the Name heading. This opens the Add Child Care Deduction pop-up window.


• Select Add to add the changes or Cancel to exit without saving.

13 In the Income Verification section.

• Click the Income Verification Sources drop-down arrow.

• Click the Select checkbox for the required options. Select is a multi-select field, so more than one choice can be made.

• Click in the Verification Comments text box.

• Enter appropriate comments.



14 The Step-Parent Income link is viewable when a Step-Parent is included in the HH. In the Income Summary section below the Total Countable Income field.

• Click the Step-Parent Income link.

• Review the information contained in the Step-Parent Income Calculation pop-up window.

• Click Close.


16 Use the links in the left navigation panel or the scroll bar to continue to the Assets section.



Assets

• At least one asset must be added before this section will be marked as complete.

Assets

Step Action

1 In the Assets section.

• Click a Yes or No toggle for Does Household have Assets? o If No, assets cannot be added, and the section is marked as complete.

The message "No assets have been added" appears under the toggle. o If Yes, the Add Assets link is enabled in the Actions list and assets can

be added.

2 In the Assets section header.

• Click Actions.

• Select Add Asset.

3 In the Add Asset pop-up window.

• Click the Asset Type* drop-down arrow.

• Select the appropriate asset from the list. Only one Asset Type may be chosen.

If the Asset Type selected is Other, this will enable the Asset Type Other field.

• Click the Asset Type Other* drop-down arrow.

• Select the appropriate asset from the list. Only one Asset Type may be chosen.

• Click in the Asset Amount* text box.

• Enter the amount in the field. The Asset Amount is a currency field and the “$” is auto-applied.

• Click the HH Member* drop-down arrow.


• Click the Verification Source drop-down arrow.


• Click in the Comments text box.


• Select Add to add the changes or Cancel to exit without saving



4 Edit Asset. In the Assets section.

• Click on the Asset Type link.

5 In the Edit Asset pop-up window.


• Select Save to add the changes or Cancel to exit without saving.

6 Delete Asset. In the Assets section.

• Click on the Asset Type link.

• Click Delete.

• Click Yes, Delete in the Confirm Delete confirmation. Note: An asset can only be deleted prior to the Determination being approved or accepted.


8 Use the links in the left navigation panel or the scroll bar to continue to the Deprivation section.



Deprivation

• If the Income panel fails because income exceeds AFDC standard, the toggle for Is there a Deprivation for this Household? will default to No and the child will be ineligible.

• There must be at least one Deprivation record with a start date at least 30 days or more PRIOR to the Removal Date for the Deprivation to pass (Green/eligible).

Deprivation

Step Action

1 In the Deprivation section.

• Click a Yes or No toggle for Is there a Deprivation for this Household? o If No, then the child is ineligible, and the deprivation panel is marked

as No deprivation of parental support. o If Yes, Deprivation information can be added.

2 In the Deprivation section header.

• Click Actions.

• Select Add Deprivation.

3 In the Add Deprivation pop-up window.

• Click the Parent* drop-down arrow.


• If Unknown Parent is selected, the Parent picklist is disables and Unknown Parent becomes required.

• Click the Deprivation Type drop-down arrow.

• Select the appropriate option from the list. If the option selected is Death, the Date of Death field is enabled and required. If the exact Date of Death is not known, enter a checkmark into the Approximate Date of Death checkbox.

• Click in the Start Date* field.


• Click in the Comments text box. Comments are required if the Deprivation Type is “unemployment or Under Employment”. Otherwise it is optional.


• Select Add to add the changes or Cancel to exit without saving.



4 Edit Deprivation. In the Deprivation section.

• Click the name link under the Parent Name heading. This opens the Edit Deprivation pop-up window.


• Select Save to save the changes or Cancel to exit without saving. There is also a Delete available if the Deprivation record was added in error.


6 Use the links in the left navigation panel or the scroll bar to continue to the Claimability section.



Claimability

• The Claimability section displays Placement Records that could affect IV-E claimability for a child.

• Service authorizations with a Service Category of “Out-of-Home” with a Start Date equal to or after the Removal Date.

• Placement Type contains a link if the type is “Kinship Care”.

Claimability

Step Action

1 In the Placements List section.

• If the Placement Type is “Kinship Claimability”, the text is a link.

2 In the Placement Type.

• Click the Kinship Claimability link. This will open the Kinship Claimability pop-up window.

• Click a Yes or No toggle for Is the provider a relative within the 5th degree of the household relationship?

• Click a Yes or No toggle for Is the relative foster care provider pursuing full certification?

• Select Save to save the changes or Cancel to exit without saving.


4 Use the links in the left navigation panel or the scroll bar to continue to the Eligibility and Claimability Summary section.



Eligibility and Claimability Summary

• The Accept and Lock Determination cannot be executed until all determination factors have been completed. If any determination factors are not complete, a message will display stating: “One or more Determination Factors are incomplete”.

• The Eligibility and Claimability History displays the Eligibility Status and the Claimability History from all accepted determinations since the beginning of this removal episode.

• The IV-E Edit Log displays the eligibility and claimability for the current removal episode.

• If the Claimability Determination Override checkbox is checked, then Override Status, Override Date and Override reason become enabled and required.

Eligibility and Claimability Summary

Step Action

1 Accept and Lock Determination. In the Eligibility and Claimability section header.

• Click Actions.

• Select Accept and Lock Determination. If all requirements for the Determination are met, a pop-up window will display.

• Click Lock for Do you want to continue? or click Cancel to close the pop-up window and not lock the record.

2 Unlock Determination. If the record is locked, selecting Unlock Determination will unlock the record, and return it to Pending Determinations.

• Click Actions.

• Select Unlock Determination.

• Click Unlock or Cancel to close and not unlock the record.

3 View Eligibility and Claimability History.

• Click Actions.

• Select View Eligibility and Claimability History.

• Click Done when review is complete or Cancel to close.

4 View IV-E Edit Log.

• Click Actions.

• Select View IV-E Edit Log.

• Click Done when review is complete or Cancel to close.



5 Claimability Determination.

• Click Override checkbox.

• Click the Override Status drop-down arrow.


• Click in the Override Date field.


• Click in the Override Reason field. A Reason is required if the Override Checkbox is checked.


7 Use the links in the left navigation panel or the scroll bar to continue to the Notes section.



Notes

• In the Note Summary section, the Created Date, Created By, Updated Date, and Updated By are auto-filled and cannot be edited. The Date Occurred, Time Occurred, Completed By, and County/Agency are auto-populated but can be changed if required.

Notes

Step Action

1 In the Notes section header.

• Click Actions.

• Select Add Note. This opens the Note Summary page.

2 Add a Note. In the Note Summary section.

• Click in the Date Occurred field.


• Click in the Time Occurred field.

• Use the up and/or down time spinners to change the time.

• Click in the Completed By field and scroll-over the name displayed.

• Type the name in the field.

• Click the County/Agency drop-down arrow.


• Click the Purpose drop-down arrow.


• Click the Method drop-down arrow.


• Click the Location drop-down arrow.


• Click the Status drop-down arrow.


• Click in the Comments/Summary text box. Comments are required.


• When all Notes are completed, select Save and Return to IV-E Eligibility to save the changes or Cancel to exit without saving.



3 Edit a Note. In the Note Summary section.

• Click the link for the Entered Date. This will open the Note Summary section.


• Select Save & Return to IV-E Eligibility to add the changes or Cancel to exit without saving.

4 Delete a Note. In the Note Summary section.

• Click the link for the Entered Date. This will open the Note Summary section.

• Select Delete to delete the Note.

• In the Warning pop-up window, click Yes to delete the Note or No to cancel without deleting.


6 Use the links in the left navigation panel or the scroll bar to continue to the Entitlements section.



Entitlements

• The Entitlements page can also be accessed from the Client Details page.

Entitlements

Step Action

1 In the Entitlements section.

• Click the Filter By: drop-down arrow.

• Select the appropriate filter option. This will display the filtered Entitlements in the table.

2 Edit an Entitlement. In the Entitlements section.

• Click the link for the Start Date. This will open the Edit Entitlement pop-up window.


• Select Save to add the changes or Cancel to exit without saving.

3 Delete an Entitlement. In the Entitlements section.

• Click the link for the Start Date. This will open the Edit Entitlement pop-up window.

• Select Delete to delete the Entitlement.

• In the Warning pop-up window, click Yes, Delete to delete the Note or Cancel to cancel without deleting.



4 Add an Entitlement. In the Entitlement section header.

• Click Actions.

• Select Add Entitlement. This opens the Add Entitlement pop-up window.

• Click in the Start Date field.


• If applicable, click in the End Date field.


• Click the Entitlement drop-down arrow.


• Click the County/Agency* drop-down arrow.


• Click the Status* drop-down arrow.


• Click in the Comments text box.


• Click Add when finished or Cancel to close without saving.


Documents

IV-E Foster Care Initial Determinations Needed Step Action ...€¦ · • The IV-E Initial Determinations Needed page displays only the Foster Care clients who need an Initial IV-E