Detail Service Approval

WINDOW OVERVIEW:

The Detail Service Approval window is used to define the basic terms of a Service Approval. The window contains details about the Organization that is responsible for the Service Approval.

Details about any Organization providing services under the terms of the Service Approval are documented on the Detail Provider window.

A Service Approval must be saved before creating a new provider.

If the Service Approval type is "contract" it must be assigned to a staff person. When the Save icon is selected, Detail Service Approval Assignments window opens.

If the Service Approval type is "verbal agreement", the system will automatically assign it to the Central Office default position.

FIELD DESCRIPTIONS:

Owner Group Box:

Identification Number: This field displays the unique system assigned ID number of the owner.

Tax ID: This field displays the tax identification number of the owner. The number is either an SSN (Social Security Number) or an FID (Federal Identification Number).

Organization Name: This field displays the Organization name of the owner.

Payee Group Box:

Identification Number: This field displays the unique system assigned identification number of the payee. If there is no information in this field, the payee has not been designated.

Organization Name: This field displays the Organization name of the payee. If there is no information in this field, the payee has not been designated.

Arrow Button: Select this button to designate a payee for a new Service Approval. A pop-up window appears that asks if the payee Organization and the owner Organization are the same. If they are the same, select the "yes" radio button. The owner's name and identification number then appear in the Payee group box. When "no" is selected, the Search Organization window opens. A payee search (or add) is completed. After selecting the payee, use the Return Arrow to come back to the Detail Service Approval window.

Contract Group Box:

Number: This field displays the contract number of the Service Approval. Generally a "verbal agreement" will not have a contract number. If this is a new Service Approval and the Type field is "contract", enter the number in this field. When renewing a Service Approval, if appropriate, enter a new number.

Type: Open the drop down list and highlight either contract or verbal agreement.

Renewed/Cntrct#: These fields display the dates the Service Approval was renewed. If the Service Approval had a contract number, the number will display. This keeps a history of the Service Approval renewals.

Begin Date: This field displays the date the Service Approval began. If this is a new Service Approval, enter the date in the format MM-DD-YYYY. A date that is prior to the current date may be entered.

End Date: This field displays the date the Service Approval ends. If this is a new Service Approval, either enter the scheduled end date in this field, or leave the Service Approval open-ended.

Service Approval Detail Group Box:

Select the List Providers button to view provider details for the Service Approval. If more than one Service Type is being provided through this Service Approval, the List Provider Detail window opens. If only one Service Type is being provided, the Detail Provider window opens. An error message that says "Providers Not Found", means no provider details have been created. To add provider detail, Select the Create New Provider option in the Actions drop down menu. The Detail Provider window opens.

(07-2008)

NFO5261(17)