Table: How to Build a Service Record to Document Consumer Participation.

Step

Process

Notes

1

Select Specification for Service Record

Open ReHabWorks.

Select "Case Management" from the top left corner of the menu.

Enter the case ID and select "search."

Select name of the consumer, which is hyperlinked.

Select "Case Service Records" from menu on the left side of the page.

Select "Service Record List."

Select "New" button.

Search by "Level 1-4 Description":

  • From the Level 1 Description, select the appropriate service.
  • From the Level 2 description, select the appropriate description based on the description selected in the previous step.
  • From the Level 3 description, select the appropriate description based on the description selected in the previous step.
  • From the Level 4 description, select the appropriate description based on the description selected in the previous step.

Select Search.

NOTE: Please select appropriate the Level 1–4 description according to the service documented in the consumer’s IWRP.

2

Select the appropriate service entered

Select the check box next to the service.

Select the "OK" button.

3

Enter the state fiscal year in the "Specification Description" text box

Enter only the following: "FCS 2017."

NOTE: Use English only, in the Specification Description text box. Do not enter any other language.

4

Enter the payment method

Select "Arranged."

NOTE: This is the only circumstance in which service records are identified as "Arranged' in the CRS program.

5

Search for a vendor

Select the search method.

Enter the information needed to search for a vendor.

NOTE: If you search by a vendor’s name, put an asterisk (*) at the end of the name.

6

Select a vendor

Select the desired vendor by clicking selecting the button to the left of the vendor’s name.

Select "OK."

7

Add a line item for service

Select "New Line Item."

8

Enter the dates of service

Enter the date range.

Select "OK."

NOTE: Select the date range for the entire quarter or for the remainder of a quarter. Do not create service records for more than one quarter and do not cross quarters.

9

Enter the quantity

Enter "1."

10

Enter the unit cost

Enter the calculated amount of the consumer’s participation.

11

Select the program

Select 2017 115 DRS CRS Comprehensive Rehabilitation Services.

12

Select the service category

Select the appropriate service category.

Select "OK."

13

Choose a line item

Select a line item by selecting the check box to the left of the appropriate item.

Select "OK."

14

Save the service record

Select "Save."

Select "Save" again.