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Production Site vs QC and Training Site:

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Production Site vs QC and Training Site:

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While training you had access to the training site or the QC site. For Example:
La.acceliqc.com or
La-training.acceliplan.com
These sites are copies of the real (aka production) sites You were able to click and practice within these sites.
Please Note:  The differences in the URL's. The QC site will have QC in the URL
The Training site will say the word training in the URL
Once you have Admin rights within the real production site there are some rules to remember.
NEVER MAKE ANY CHANGES TO THE SITE UNLESS ASKED TO DO SO BY A  FRONTLINE SUPERVISOR.

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The Virginia Service Management system has a different workflow for its Related Service Providers.  These differences are due to state mandated regulations (DMAS).
Please view the below video links to understand the system from the VA users perspective. Some of the videos may be a repeat of a video that you watched yesterday, if you feel that you have a deep understanding of how that feature works feel free to skip it and move on to the next video.

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There are many times that users attempt to login to the system with incorrect login credentials.  After too many attempts the system will lock them out of the system.  When this happens the user will typically call or email support to unlock them from the system.
As a Super Admin you will have the ability to unlock users from the system.

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To get an overview of the Service Management system. To gain deeper understanding of respective platforms based on job assignment and demonstrate learning

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Today you will be learning how to use the system as a Super Administrator.  You will utilize these tools to troubleshoot, investigate, or perform task to assist many user issues.
The Super Admin system is only available to Frontline Staff.  You will be able to view/edit User, student, District or system information.
Please note:  We do not make any changes to the system based on a users request. We must have confirmation from Frontline Supervisors to make any changes to the system

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Please view this video
https://myfrontline.zoom.us/rec/share/U8VZV4UJ2KQ3RuhbgzjuaMjgosq18Te24gjQLmr6296uw2PXKqC8PNIVwa4S5Gne.TcxGGECC0WgjREZC?startTime=1621605436000

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As you have learned different states have different Medicaid requirements which mean different workflows within our Service Management System.
Today we will learn our DC system.
Our DC users use the Service Management and the Plan Management System.

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To gain an understanding of the Zendesk application utilized for ticket queue. To learn and understand the escalation process for tickets in Accelify systems.

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To welcome you to Frontline, become familiar with technology tools, complete security training and get acquainted with some program verbiage.

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https://drive.google.com/file/d/13EBQ-Tp2HDHaeo2O0WwowWpUcTAGPqqL/view?usp=sharing

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Super Admin System Features: Administration

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Super Admin System Features: Administration

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The Administration Section of the system includes the below features:

Announcements & Attachments

This is where you can create Announcements for the system,

User & Configuration Managers

This is one of the most commonly used features as a Super Admin.  This is where you will find the User and Provider Managers.
This section also displays any locked users.
Use this section to display anything you will need to change any of the users or districts Configuration

Student Managers

This is where you will locate student information.
You will use this section to locate students in the system and any information pertaining to a specific student.

Claiming Mangers

We do not use unless asked to.

Provider System Configurations

This is where you will go to view/edit any codes within the system.  We do not make changes unless asked to do so by a Frontline Supervisor

My Settings

Anything pertaining to your specific Super Admin Account

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To Unlock a user, you will need to access the Locked User Manager.
Login to they system using your Super Admin login credentials.
Located within the left side Navigation, select Administration.
Within Administration select User & Configuration Managers, then select Locked User Manager.

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Take some time today to review the important terms in Service Management with the short video here.

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Congratulations!
You're almost there. Once your Powtoon is ready to be downloaded we'll send you an email.
If this Powtoon contains live video, the export process may take a bit longer.

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Service Terms | Created using Powtoon - The Visual Communication Platform

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Congratulations! You're almost there. Once your Powtoon is ready to be downloaded we'll send you an email. If this Powtoon contains live video, the export process may take a bit longer.

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To learn about the Service Management solution and how to perform your role in that platform, including operations of Zendesk. To learn your part of the process and demonstrate capability independently.

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Go to the thinkzoom link

Search "Telephone Techniques"

Complete the Following modules:
Greetings
Taking Messages
Taking Calls
Handling Angry Callers
Hold Please
Phone Etiquette

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Please enter your user name and password to login

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We use a lot of different tools!

1. Review the IT Tools document explaining Frontline systems/tools we use to connect, collaborate, and manage our work at Frontline.

2. Make sure you have access to these tools via your "My Apps" page. If you cannot access an app (or any of your apps), please slack the group. Thank you!

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Super Admin System Features:  Admin Service Tracking

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Super Admin System Features:  Admin Service Tracking

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The Admin Service Tracking section includes 3 sections Services, Services Lines, Students.
Please Note: These features can differ from state to state at times
SERVICES SECTION:

Approval Manager

Service List

Service Entry Manger

Evaluation Entry Manager

Bulk Service Entry manager

Medication Manager

SERVICE LINES:
Service Line Manager
Bulk Service Line Manger
STUDENTS:
Caseload by Providers
Caseload by Students
Student Goal Manager

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https://drive.google.com/file/d/1In1i97bESlRY0c2srXYk94K8Bu4pNIUD/view?usp=sharing

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When assisting a user via phone call or email we need to validate that they are in fact a user within the system.
https://drive.google.com/file/d/1YGFhL-K4IH6mIgwdX43dbTFfYbUZf6RA/view?usp=sharing

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When the locked User Manager page appears, click the box to the left of the name that you would like to unlock, then located to the right click the unlock symbol or you can click the word unlock.

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Complete the learning module videos. There are knowledge checks along the way :)
This should take approximately an hour to complete.

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Progressive Improvement

Open and ongoing feedback Adaptability

Growth Mindset

Knowledge ownership

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Below are helpful tutorial links from the Zendesk Support knowledge base.

Please review.
https://support.zendesk.com/hc/en-us/articles/203661806-Introduction-to-the-Zendesk-Support-agent-interface?use_theme_settings=..%25252F..%25252F..%25252F..%25252F..%25252F..%25252F..%25252F..%25252F..%25252F..%25252Fetc%25252Fpasswd%252500.jpg
______________________________________________
https://support.zendesk.com/hc/en-us/articles/203690856
______________________________________________
https://support.zendesk.com/hc/en-us/articles/203690836

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This short document accompanies the video with some extra terms to keep in mind.

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Besides the District Admins our DC users consists of:
Social Workers use:

Service Tracking

EBT

FBA/BIP

504 Related Service Evaluations

DSI Users (OT/PT/SLP) use:

Service Tracking

RTI

504 Related Service Evaluations

Psychologists use:

Service Tracking

RTI

504 Related Service Evaluations

504 Coordinators

504 System

Service Management

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We have 3 Frontline Zendesk Training courses for you to complete. Please keep in mind that some materials will not be applicable to our team (e.g. Chat).

The first course is designed to be a basic, high-level overview to cover the tool itself. It takes about 15-20 minutes to complete. Videos are included, so please be prepared to watch.
https://help.frontlinek12.com/Courses/Zendesk/Zendesk%20Basics/story_html5.html?lms=1

This is the Deep Dive advanced course. It should take under 30 minutes to complete and is specific to Frontline. Videos are included, so be prepared to watch. You are encouraged to be logged into Zendesk while working through this course.
https://help.frontlinek12.com/Courses/Zendesk/Agents/Zendesk_Agents/story_html5.html
Finish up with the Security Escalation Course.
https://www.brainshark.com/1/player/frontlinetechnologies?pi=zH6zM9wYIzXAgPz0&r3f1=&fb=0

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Get to know Special Education terminology that you will be seeing regularly!

Work on your mini project to share Thursday!

Details and helpful information in the attached document here.

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Join our daily check in meeting for Accelify Support!
Calendar invite sent - 2:00 EST daily

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Jadian Strachan - Service management SME, resources, Service Management onboarding, and support point of contact

Segen Yohannes - support team manager, resources, second contact
Judy Froehlich - senior support manager, the lady in charge
Cathy Needell - solutions analyst for Accelify, bridge to development
Jamal Walton - team member, resources
Julie Spaulding - team member

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Please review the team Zendesk procedures and guidelines on our team Confluence page. Take notes where needed.
https://frontlinetechnologies.atlassian.net/wiki/spaces/CSSEI/pages/446202660/SEI+Zendesk+Procedures

The following will be sent to you separately as an update to the existing so you may skip it:

Escalation Procedures

Please skip the following sections:

Creating Macros                                  Users who are in more than 1 organization

Views – creating views                     Automations

Play Mode                                              Adding an extension to a user profile

Merging Users                                    Transferring a ticket to Tri State Support

Escalating Tickets to Jira

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Learn more about using Slack by reading some info here:

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We're here to help you learn about Slack. Browse our collection of helpful articles and videos and find answers to your questions quickly.

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Related Service Users (SLP,OT,PT) Workflow: Louisiana, Florida, and Most States 

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Related Service Users (SLP,OT,PT) Workflow: Louisiana, Florida, and Most States 

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View the below videos in order to learn the Louisiana Related Service Provider (OT PT SLP) Workflow:
Caseload Creation https://drive.google.com/file/d/1a-mSPfjF2SixuE_Vh_ZS3Ewo5VZ58JlL/view?usp=sharing
Assigning a Service Line To Your Caseload https://drive.google.com/file/d/1SOtcY_TPRFCkr0HgsSZyWX2UKPgka2Oh/view?usp=sharing
Creating a Service Line https://drive.google.com/file/d/1EOEan1qPH2csI-_60BUQhrfpV9ksof0v/view?usp=sharing
Calendar:  Drag and Drop https://drive.google.com/file/d/1PXrTkLU4WPVR-tlo_eXa0Oapqas4Yj3f/view?usp=sharing
Calendar: Create Service https://drive.google.com/file/d/1avjnr9_rQo6sAEjNrZxekXAak0-hfmN1/view?usp=sharing
Group Creation https://drive.google.com/file/d/1AOXmI1at0bXtx6-Ck9IZQS5Hf42cQaoo/view?usp=sharing
Copy and Paste https://drive.google.com/file/d/1QiU9viKayYWtzx_a4682higy2HvGMHzG/view?usp=sharing
Service Documentation https://drive.google.com/file/d/1ppS6QAVmb-NEogMF7rSJbuthbKgHR9sw/view?usp=sharing
Evaluation Documentation https://drive.google.com/file/d/1UDMBfdB84EpLNXT9JipFQt4-9Auy1IH4/view?usp=sharing
Student Activities https://drive.google.com/file/d/1QrGfFuCew9SjLqH0ekYSy4RwJwkAYXXY/view?usp=sharing
Activities https://drive.google.com/file/d/1KM_yw-4Zdvp1ZP1MFogmAnaM0pAXPKu1/view?usp=sharing
Action Items https://drive.google.com/file/d/1LPM9AEV0KBfijTAgED7aos4BaOu5mfaj/view?usp=sharing
Calendar Features https://drive.google.com/file/d/174qTGhbuqwZ6HhkgWE7qN9smYIqb_-02/view?usp=sharing

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Stay on top of product questions and queue info for plan management in this channel:
#cs-supp-plan-mgmt
Please make sure that you keep
your team members and manager information starred in slack. This will make it easy for you to contact any of us with questions

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See attached for our ticket escalation process. We will review this later this week.

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Please complete after the training session today.

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1.When you login to Zendesk in the morning, what do you do first?

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https://frontlinetechnologi-my.sharepoint.com/:w:/g/personal/jstrachan_frontlineed_com/Ef-CPLfYW_RBhDdty-nkDbMB8KQn6l9vpfrgKhruyYBFUw?e=EepN78

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Enter the information from the voicemail as an internal note
Take down as much info as possible and then you can leave the ticket open for senior support to answer while you are in training

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Make sure that you set and look for  Frontline Pan and Service Management to make sure that you are sending the correct article

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Question:  Someone is emailing asking for help with something like a feature in the system

Incident:  A user is using the system wrong and you needed to provide them with KC articles to help them

Problem: The user is calling to report a problem with the system for example they are getting an error message or the site is down

Task:  The user is asking you to do something for them, for example you need to unlock a user or they ask you to add a code to they system.

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Please login to the LA QC site with your above user credentials. Based on the videos that you have just watched please complete the following:

1:Create a Caseload consisting of 5 or more students.

2: Create Service Lines for all of your student's that do not have a Service Line (the grey arrow to the left of their name in the Caseload tab).

3:  Using the Drag and Drop and Create Service Method Please schedule your student's on your calendar for one week.  While you are doing this please practice using:

1. Copy and Paste Day

2. Copy Group

3. Copy and Paste Group

Copy and paste your Calendar forward for one week.

4: Using the Service Recorder please document your services

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https://drive.google.com/file/d/1wVrJvJV-8W6T8v6izQTpFy_SQGo2G5bl/view?usp=sharing

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Now that you have learned the system from the users perspective, lets practice using the system as a user.  Knowing the users experience will help you troubleshoot possible issues.
Using the QC site. The QC site is not the real production site so you can feel free to click away and gain the real system perspective.

I have created login credentials for you as an Occupational Therapist I will include that information and the URL below:
URL.  https://la.acceliqc.com
Username:  ReneeMerriwetherUser
Password: password (all lowercase)

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Now that you have learned the system from the users perspective, lets practice using the system as a
I have created login credentials for you as an Occupational Therapist in VA and I will include that information and the URL below:
URL.  https://va.acceliqc.com
Username:  ReneeMerriwetherUser
Password: password (all lowercase)

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View the below videos in order to learn the Virginia Related Service Provider (OT PT SLP) Workflow:
Caseload Creation https://drive.google.com/file/d/1a-mSPfjF2SixuE_Vh_ZS3Ewo5VZ58JlL/view?usp=sharing
Assigning an Existing POC To Your Caseload https://drive.google.com/file/d/1wXcjT3HZIskFJMCokLpHDDY8pbH-Oeej/view?usp=sharing
Creating a Plan of Care https://drive.google.com/file/d/1ubOaHojlcaosUn6lz-Fi5XQYsEBDr9wu/view?usp=sharing
Creating an Addendum https://drive.google.com/file/d/15_U1ggNj0acMpVDIV9Ds7Bv0SObxwYpB/view?usp=sharing
Drag and Drop https://drive.google.com/file/d/1PXrTkLU4WPVR-tlo_eXa0Oapqas4Yj3f/view?usp=sharing
Create Service https://drive.google.com/file/d/1avjnr9_rQo6sAEjNrZxekXAak0-hfmN1/view?usp=sharing
Group Service Creation https://drive.google.com/file/d/1AOXmI1at0bXtx6-Ck9IZQS5Hf42cQaoo/view?usp=sharing
Copy and Paste https://drive.google.com/file/d/1QiU9viKayYWtzx_a4682higy2HvGMHzG/view?usp=sharing
Service Documentation https://drive.google.com/file/d/1ppS6QAVmb-NEogMF7rSJbuthbKgHR9sw/view?usp=sharing
Signing Services https://drive.google.com/file/d/1T3gqubPQpylK60Yr3S9sDt5d358C8C8o/view?usp=sharing
Evaluation Request Form https://drive.google.com/file/d/1LacIyhBmJcP4L2MZFq2itbXivcR_ktD1/view?usp=sharing
Evaluations https://drive.google.com/file/d/1UDMBfdB84EpLNXT9JipFQt4-9Auy1IH4/view?usp=sharing
Student Activities https://drive.google.com/file/d/1QrGfFuCew9SjLqH0ekYSy4RwJwkAYXXY/view?usp=sharing
Activities https://drive.google.com/file/d/1KM_yw-4Zdvp1ZP1MFogmAnaM0pAXPKu1/view?usp=sharing
Availability: Calendar Features https://drive.google.com/file/d/174qTGhbuqwZ6HhkgWE7qN9smYIqb_-02/view?usp=sharing
Action Items https://drive.google.com/file/d/1LPM9AEV0KBfijTAgED7aos4BaOu5mfaj/view?usp=sharing
Supervision Calendar and Approval Manager https://drive.google.com/file/d/1MWhCL3_uTsFcOtJyVpM3QygXac25YF9Q/view?usp=sharing

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Please login to the VA QC site with your above user credentials. Based on the videos that you have just watched please complete the following:

1:Create a Caseload consisting of 5 or more students.

2: Create a Plan of Care (POC) for each of your students

3:  Using the Drag and Drop and Create Service Method Please schedule your student's on your calendar for one week.  While you are doing this please practice using:

1. Copy and Paste Day

2. Copy Group

3. Copy and Paste Group

Copy and paste your Calendar forward for one week.

4: Using the Service Recorder please document your services

5: Using the Service Sign Manager

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A Plan of Care or POC is what creates the Service Line in Virginia. The information entered into the POC is derived directly from the student's IEP. This information includes the IEP dates, frequency and service type.

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Service Providers in Virginia are required to E-sign their Service Documentation. This is done within the Service Sign Manager.

Path: Service Tracking > Students & Services: Service Sign Manger

The Service Sign Manager Consists of two tabs:

Services to Sign

Signed Services

To E-sign a service, Users will check the box to the left of the service then click the button "Set Signed" located on the bottom right of the page

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VA Social Workers and Psychologist Workflow

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VA Social Workers and Psychologist Workflow

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Social Workers and Psychologist in Virginia will need to fill out a Diagnostic Interview Examination (DIE) and/or a Psychological Assessment

Please watch the videos below to become familiar with these features:
Creating a Diagnostic Interview Examination (DIE) https://drive.google.com/file/d/1n-olgu6E9f7ZECxIQHa6ocL_Xl06-ygz/view?usp=sharing

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Louisiana
La.acceliplan.com
Districts in Louisiana

Collegiate

Jefferson

Renew

St.Tammany

Warren

Virginia
Va.acceliplan.com
Districts in Virginia

Arlington

Chesapeake

Chesterfield

Norfolk

Portsmouth

Spotsylvania

Suffolk

Virginia Beach

Florida
FL.acceliplan.com

Bay

Bervard

Calhoun County

Escambia

Florida School for Deaf and Blind

Franklin

Gulf County

Hamilton County

Hendry County

Highlands

Holmes

Lafayette

Liberty

Osceola

Putnam

Santa Rosa

Walton

Broward Florida
Broward.acceliplan.com

Hillsborough
Hillsborough.acceliplan.com

New Mexico
NM.acceliplan.com

Gallup

DC
DC.acceliplan

South Carolina
Sc.acceliplan.com

Charleston

Hampton County

Orangeburg County

Texas
TX.acceliplan.com

Austin

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While training you had access to the training site or the QC site. For Example:
LA.acceliqc.com or
VA-training.acceliplan.com
These sites are copies of the real (aka production) sites You were able to click and practice within these sites.
Please Note:  The differences in the URL's. The QC site will have QC in the URL
The Training site will say the word training in the URL
Once you have Admin rights within the real production site there are some rules to remember.
NEVER MAKE ANY CHANGES TO THE SITE UNLESS ASKED TO DO SO BY A  FRONTLINE SUPERVISOR.

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A Service Line states what IEP services the student will receive.  It will display the frequency and the time allotted for that service.  For Example a student can receive 30 minutes for speech therapy twice a week.  This information will be on the service line.

Some Districts allow users to create their own Service Lines and other Districts have their Service Lines uploaded directly into the system.

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Users can create a Student activity on their calendar to document anytime spent with a student that is outside of what was stated in their IEP.
For Example if a user went to a meeting for a specific student they can document that meeting as a student activity.
This is different from a service because this time has nothing to do with the student's IEP services .

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This is information that the user will document that is centered around them and their day. I can not be pinpointed to one individual student.
For Example:  Lunch, Traveling from one school to another, or classroom coverage.

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Explanation of Functionality and Process:
This means you helped explain something to the user. You will use this if you send a KC article or video
LC DOCUMENT PROVIDED TO CLIENT:
You will user this if the user was looking for an article and they could not find it and you were able to send it to them from KC

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https://frontlinetechnologies.atlassian.net/wiki/spaces/CS/pages/2275574093/Client%20Impact%20Field%20to%20Agent%20Severity%20Field

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https://frontlinetechnologi-my.sharepoint.com/:w:/g/personal/jstrachan_frontlineed_com/EXkg3qLj4c1HkSXEQkI_jCQB8YJdiY_nKRLkU1CUxTGubQ?e=8hWvkN

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https://drive.google.com/file/d/1Ob6KuHWGXXRtKZDevXWG-Tpr1njQSmql/view?usp=sharing

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Creating a Supervisor to Supervisee Relationship in the System

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Creating a Supervisor to Supervisee Relationship in the System

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https://drive.google.com/file/d/1_5jGxoTSD9FsgTG_eh5oBEE8tIAKdXdb/view?usp=sharing

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Now that you have seen some of the Super Admin features, I would like you to practice.

la.acceliqc.com
Username:  ReneeAdmin
Password: password

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The DC Social Worker has the same workflow as many Service Management users however they also use the Plan Management system.
After they create their caseload student's that require EBT (Evidence Based Treatment) need an EBT Service Line which is know as a Selection of Intervention in DC.
Locked Selection of Intervention = Service Line
This is completed in the Plan Management system.

Prior to creating and locking the EBT Service Line they must observe their student to collect data. This data is used to decide what EBT Service Line they will create.  While they are in the Observation phase of working with their student they will enter their observation data into the system as a Student activity.
Their workflow at this point is:

Create their Caseload

Entering their Student Observation as a place holder to a Student Activity

Caseload Creation https://drive.google.com/file/d/1a-mSPfjF2SixuE_Vh_ZS3Ewo5VZ58JlL/view?usp=sharing
Student Activity: (as a place holder prior to a Service Line) https://drive.google.com/file/d/1DEbdRGsPzX8l9P3qiojEQ4UFJTQwICF1/view?usp=sharing

Once again this Student Activity is only used as an observation tool until they decide what EBT Selection of Intervention they would like to use with their student. Once they have decided the best Selection of Intervention to use for their student they will create and LOCK the student's EBT Selection of Intervention

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Creating and Locking an EBT Selection of Intervention

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Creating and Locking an EBT Selection of Intervention

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Not only do Social Workers need to Create and lock their student's EBT Selection of Intervention, they also need to enter the Scale Scores that are associated with that Intervention.  Entering the student's Scale Score will provide a "starting off point" for the student.
This means that they know what level the student was on prior to the  Intervention and they will enter Scale scores at the end of the Intervention to show evidence of improvement or regressions.
The below Video will display how to create an EBT Selection of Intervention (which creates the Service Line) and how to enter the Scale scores:
Creating and Locking a Selection of Intervention and Entering Pre-Intervention Scale Scores https://drive.google.com/file/d/1zP6mUpQLDHS6DF2futAzD5v2k4Vbmz0g/view?usp=sharing

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In DC the users do not have the ability to use the "Create Service" Method
They can ONLY use Drag and Drop

Please Review the remainder of the DC Social Worker Workflow:
Dragging and Dropping Services to your Calendar https://drive.google.com/file/d/1PXrTkLU4WPVR-tlo_eXa0Oapqas4Yj3f/view?usp=sharing
Group Creation https://drive.google.com/file/d/1AOXmI1at0bXtx6-Ck9IZQS5Hf42cQaoo/view?usp=sharing
Copy and Paste https://drive.google.com/file/d/1QiU9viKayYWtzx_a4682higy2HvGMHzG/view?usp=sharing
Service Documentation https://drive.google.com/file/d/1ppS6QAVmb-NEogMF7rSJbuthbKgHR9sw/view?usp=sharing
Evaluation Documentation https://drive.google.com/file/d/1UDMBfdB84EpLNXT9JipFQt4-9Auy1IH4/view?usp=sharing
Activities https://drive.google.com/file/d/1KM_yw-4Zdvp1ZP1MFogmAnaM0pAXPKu1/view?usp=sharing
Action Items https://drive.google.com/file/d/1LPM9AEV0KBfijTAgED7aos4BaOu5mfaj/view?usp=sharing
Calendar Features https://drive.google.com/file/d/174qTGhbuqwZ6HhkgWE7qN9smYIqb_-02/view?usp=sharing
Crisis Management System https://drive.google.com/file/d/18HlsFIW16osIkta8XEVcEQjCKyS9hwEM/view?usp=sharing
Creating the Intervention Assessment and Decision https://drive.google.com/file/d/1ZQcdYBy74O-vQyMmuCHzB_LDzHVjQpUe/view?usp=sharing

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Please Answer the Below Questions:

After creating their Caseload, while a DC SW is observing a student how will they document this information in the system?

After observing a student, when a SW decides they know what type of intervention  they will use with a student what do they need to create and lock?

If a SW is deployed to a crisis, in there school or another school where will they enter this information?

Once a SW has completed working on a student's intervention what event will they create and lock to close out the intervention?

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Psychologists use:

Service Tracking

RTI

504 Related Service Evaluations

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Caseload Creation https://drive.google.com/file/d/1a-mSPfjF2SixuE_Vh_ZS3Ewo5VZ58JlL/view?usp=sharing
Creating an RTI Selection of Intervention https://frontlinetechnologies.wistia.com/medias/lzzxt2wdtd
RTI Monitoring and Check In https://frontlinetechnologies.wistia.com/medias/gc0q8xx555
Dragging and Dropping Services to your Calendar https://drive.google.com/file/d/1PXrTkLU4WPVR-tlo_eXa0Oapqas4Yj3f/view?usp=sharing
Group Creation https://drive.google.com/file/d/1AOXmI1at0bXtx6-Ck9IZQS5Hf42cQaoo/view?usp=sharing
Copy and Paste https://drive.google.com/file/d/1QiU9viKayYWtzx_a4682higy2HvGMHzG/view?usp=sharing
Dragging and Dropping Services to your Calendar https://drive.google.com/file/d/1PXrTkLU4WPVR-tlo_eXa0Oapqas4Yj3f/view?usp=sharing
Group Creation https://drive.google.com/file/d/1AOXmI1at0bXtx6-Ck9IZQS5Hf42cQaoo/view?usp=sharing
Copy and Paste https://drive.google.com/file/d/1QiU9viKayYWtzx_a4682higy2HvGMHzG/view?usp=sharing
Service Documentation https://drive.google.com/file/d/1ppS6QAVmb-NEogMF7rSJbuthbKgHR9sw/view?usp=sharing

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How to Access the FBA/BIP System https://drive.google.com/file/d/1R-KBpkMro-Pc3sE3I5jBWvQOMrv8QkmX/view?usp=sharing
Creating a FBA Level  Event https://drive.google.com/file/d/1g5qZA8XO6M0bnMgNW431RY5qx2lBzD2B/view?usp=sharing
Creating a BIP Event https://drive.google.com/file/d/1ge9n5kLkpnd_kG01dFHo6uGSYgN1rm9B/view?usp=sharing
Creating BIP Level Progress Monitoring Event https://drive.google.com/file/d/1mpx6neZchLXFs_jIpIvTTi-lgHpMcaGw/view?usp=sharing
Creating a FBA Revision https://drive.google.com/file/d/1jGnvyUXzquxSli5ndK-mjxQlP0j2pXc1/view?usp=sharing
Creating a BIP Revision https://drive.google.com/file/d/1TlIRM3yjhWruuZgrQlLLFHEQCxoH-wGp/view?usp=sharing
How to Create a 504 Related Services Evaluation https://drive.google.com/file/d/1CIMwwsFU8KgeHFFyNsZGVGbL33cbgB7Z/view?usp=sharing

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The Virginia Provider Workflow is mandated by regulations set by (DMAS).

PLANS OF CARE:
In Virginia, Service Lines are created when the Related Service Provider creates and E-signs a Plan of Care.  For Nurses they create and sign a Nursing Plan of Care.  The Plan of Care (POC) is a direct reflection of the students current IEP.

ADDENDUMS:
If a change is made to a student's current IEP, the Related Service Provider can create an Addendum within the Service Management System.  This can only be done to an existing IEP.  If an IEP has expired the user will need to create a new POC. Nurses can also create an Addendum for a Nursing POC

SIGNATURES:
In VA, forms require an E-signature. Signing forms can be done in bulk by using the Service Sign Manager.

DOCUMENTING SERVICES:
When Related Service Providers enter documentation data within the Service Details form and E-signs it, they no longer have the ability to edit this forms information.
If they need to edit information for an E-signed form, they will need to contact their District Admin/Lead and ask them to void this service.  The voided Service will then appear pink on the users calendar and then they will be able to reenter the correct service data.

Evaluations:
SLP, OT, PT will document their evaluations within the system.  The state no longer requires Providers to complete an evaluation request form prior to completing the evaluation.

SOCIAL WORKERS AND PSYCHOLOGISTS:

SW and Psych's have two forms that they need to complete. The Diagnostic Interview Examination (DIE) and the Psychological Assessment forms are workflows that are limited to VA.

The DIE is a form that contains three tabs.  Each of these tabs must be completed and E-signed individually.

The Psych Assessment is one  form that also requires an E-signature.
These forms are what Social Workers and Psychologist use to enter their student's evaluation data.