Policy and Procedure: When an individual’s request entails services and/or programs from the CIL, then a CSR will be completed and that individual will become a consumer. Before an individual can move from I&R to Consumer status, the CSR must be complete, and that consumer must have a goal in CIL Suite. Even if a consumer chooses to sign a waiver instead of developing an ILP, the CSR must contain a goal prior to the delivery of services. Staff will need to explain the difference between having an ILP and waiving that right to the consumer.
Definition: An active consumer is an individual who has a complete CSR on file and is currently receiving IL services. “Currently receiving services” means that the consumer made contact with the center during the reporting period for the purpose of a service related to a goal or goals in the CSR; therefore, each active consumer must have a goal or goals documented in the consumer’s service record.
Step-by-Step:
Click the I&R button on the top of the page.
Find the individual you want to transfer and click on their name.
Click the “Change to Consumer” button on the top, right hand side of the demographic data screen.
Policy and Procedure: Individuals that are entered into CIL Suite as I&R’s should be converted to consumers when the CSR is complete. Staff may enter an individual as a consumer only if the CSR is completed at the time of the initial appointment. According to the regulations, a CSR must contain the following items, which are all included in each CIL’s intake packet:
Information on the Client Assistance Program (CAP) must be given to the consumer.
Definition: An active consumer is an individual who has a complete CSR on file and is currently receiving IL services. “Currently receiving services” means that the consumer made contact with the center during the reporting period for the purpose of a service related to a goal or goals in the CSR; therefore, each active consumer must have a goal or goals documented in the consumer’s service record.
Step-by-Step:
Check to make sure the person is not already in the system.
Click the Consumer button on the top of the page.
Click the Add Consumer button on the top right hand side of the page.
Make sure the 704 button is checked.
The vast majority of the time, staff will enter “Consumer” as the Contact Type.
CILs that provide services to children may enter other Contact Types as necessary.
The Start Date is the date the ILP was signed or waived.
Staff must ensure that this date is accurate.
Enter contact instructions, if necessary.
Contact instructions may include times the consumer may be called, whether the consumer prefers text messages to phone calls, etc.
Enter a unique consumer number (may not be required by all CILs).
Check the Exclude from Mailing Lists box if the consumer does not wish to receive correspondence from the CIL.
Check Head of Household if applicable.
Check Editable by All Staff (may not be required by all CILs).
Click the Step 2 button on the bottom right hand part of the screen.
Enter as much information as possible on the second page.
Two or more races may be selected by holding down the Control key while selecting the race.
Select the contact method preferred by the consumer from the drop down list.
Click on the Step 3 button on the bottom right hand part of the screen.
Select a referral source.
Check either the Relocated or Continued boxes only if the consumer was able to move out of a nursing home or institution or continue to live in the community after being relocated from a nursing home or institution. Leave both boxes unchecked if neither of these situations apply.
Click done.
Click on the “Disabilities” tab and select “Add” on the left side of the screen.
Enter the requested information. Make sure to enter the right onset date. The default date is the consumer’s birth date.
Click “Save.”
ILP Development
Step-By-Step:
Verify the ILP section of the intake packet is signed and all other CIL Suite entries are accurate.
From the consumer’s demographic page, click on the “Goals” tab toward the bottom of the screen.
Enter the goal type from the drop down list that best reflects the consumer’s stated goal.
Enter the sub-type (may not be used by all CILs).
Enter the Set Date as the date the consumer signed the ILP form.
Enter the Target Date; the date the goal will be completed.
Enter a Follow-up Date to set a reminder in CIL Suite, or enter the follow up reminder in another reliable program that will prompt staff to contact the consumer about progress made.
In the Goal Notes section, briefly state the consumer’s goal, and describe the services that will need to be in place in order to accomplish that goal.
In the Staff Tasks section, briefly state what tasks the staff member will accomplish according to each of the services listed.
In the Consumer Tasks section, briefly state what tasks the consumer will accomplish according to each of the services listed.
From the Services tab on the consumer demographic screen, enter each service as it is provided, making sure to indicate that the service was “received.”
From the “Allow Time Tracking” drop down list, select the option the CIL uses.
Note: to be counted on the 704 report, each consumer must have a Goal and a Service.
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Click the “Services” tab toward the bottom of the consumer demographic screen.
Click the “Add” link toward the bottom, left hand side of the screen.
Enter the “request date” as the date the ILP was signed.
Select “In Progress” on the drop down Status.
Do not enter a status date.
From the “Allow Time Tracking” drop down list, select the option the CIL uses.
Select the appropriate service type as listed in the Goal Notes.
Copy and paste the service note directly from the document the original goal notes were saved in.
If more than one service was identified, click “Add Service and Copy to New.” This will prepopulate the next service entry with the data entered on the previous screen. Repeat steps --- for each service type listed in the goal notes.
Click “Add Service” for the last service entered.
Click “Back” at the bottom of the screen to return to the consumer demographic page.
