screen name: ipmb screen use: the ipmb screen is used to open, re-open or close a provider record....

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Screen Name: IPMB Screen Use: The IPMB screen is used to open, re- open or close a provider record. IPMB Screen Description: Basic Provider Record Update Scenario: As a support staff person, you just received a dated and signed provider application and need to open a new provider record.

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Page 1: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Screen Name: IPMB

Screen Use: The IPMB screen is used to open, re-open or close a provider record.

IPMB Screen Description: Basic Provider Record Update

Scenario: As a support staff person, you just received a dated and signed provider application and need to open a new provider record.

Page 2: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

This section of the IIS screens training will teach you how to access the IPMB screen

to enter a new provider record.

Page 3: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Open a blank DHR screen and Type IPDA,NAM=provider last name, (space) first name,new press Enter.

IPDA,nam=dark, chocolate,new

Page 4: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

If the provider is not on the data base, Press F10 to continue.

Page 5: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

If you enter a common name such as Smith, the Potential Provider Display screen appears with a list of names. If your provider does not appear on the list, press F10 to enter the new provider record.

555-44-3333333-55-4444

P12345P12345

04/12/3012/01/32

Page 6: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

The Basic Provider Record Update screen is displayed.

Page 7: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Press the Tab key to the Date Opened field, Type the date the application was signed.

071506

Page 8: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

To continue to open a new provider in the IPMB screen, you must determine the

Provider Type code. The next slide will display these codes. After selecting the appropriate

code, enter it in the ‘TYPE’ field.

Page 9: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Provider Type codes: ‘Type’ field

AA = Adopt Home AgencyAF = Foster ParentCA = Contracted Agency DC = Day Care CenterDF = Day Care FamilyDG = Day Care GroupDI = Day care in HomeFA = Sex Abuse TreatmentFB = FC Reg/ShelterHK = HousekeeperIF = Intensive Family ServiceIH = Intensive Home BaseIL = Independent Living FacilityNP = Nonpaid ProviderPT = Parent TrainingVN = Vendor

Page 10: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Press the Tab key to the TYPE field, Type the provider type code.

fb

Page 11: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

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Press the Tab key to the WKID field, Type load code.

Page 12: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

24

Press the Tab key to the Provider Branch Location field, Type your division number.

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Page 13: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Press the Tab key to the Provider Name field, Type provider last name, first name.

Dark, Chocolate

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This step is not necessary. If you do not enter the provider name, it will automatically fill in for you.

Page 14: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

040459

Press the Tab key to the DOB field, Type provider’s date of birth.

24tg

Page 15: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

541789565

The curser will move to the SSN field, Type provider’s social security number.

24tg

Page 16: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

p

Press the Tab key to the Name Desig field, Type ‘p’.

24tg

If you have a second provider, enter the name in the 2: field.

Page 17: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

f

The curser will move to the Sex field, Type provider’s sex. F for female and M for male.

24tg

Page 18: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

a

The curser will move to the ETH field, Type the provider’s race.

ETH codes can be found on the Provider Application (form CF 1260A).

24tg

Page 19: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

u

The curser will move to the Origin field, Type the provider’s origin.

ORIGIN codes can be found on the Provider Application (form CF 1260A).

24tg

Page 20: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

sep

The curser will move to the Mar-Stat field, Type the provider’s marital status.

See form CF331 for code details.

24tg

Page 21: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

The Relig, Empl, Income and LEDS fields are not mandatory data entry fields. Refer to the provider application (CF 1260A); if the information is documented on the application enter the data into the appropriate fields.

24tg

Page 22: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

3781234

Press the Tab key to the Work Phone field, Type 7 digit provider work phone number.

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Page 23: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

2748 se milner

You must enter a physical address, a P.O. Box address is not allowed in this field.

Press the Tab key to the Street field, Type provider’s street address.

24tg

Page 24: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Press the Tab key to the City field, Type the provider’s city.

portland2748 se milner

24tg

Page 25: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

or Press the Tab key to the State field, Type the provider’s state.

24tg

Page 26: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

97232 Press the Tab key to the Zip field, Type the provider’s zip code.

24tg

Page 27: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

mult

Press the Tab key to the CNTY field, Type a 4 digit county code.

24tg

Page 28: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

503

The curser will move to the A/C field, Type the providers 3 digit area code.

24tg

Page 29: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

2342789

The curser will move to the Phone field, Type the providers 7 digit phone number.

24tg

Page 30: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Press Enter to complete the data entry.

24tg

Page 31: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

A new provider record has been created and a provider number is assigned.

24tg

Page 32: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

When all data entries have been completed in the IPMB screen, press the Pause Break key.

A blank DHR screen will appear so that you can complete work for other screens.

Page 33: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Quick Review!

T or F If the provider does not appear on the Potential Provider Display list, press F 7 to enter the new provider record.

On the Basic Provider Record Update screen in the Date Opened field you must type the date the application was received.

A physical address is needed in the Basic Provider Update screen; a P.O. Box address is not allowed in this field.

Ethnicity codes can be found on the CF 1260A.

T or F

T or F

T or F

See the next slide for the answers.

Page 34: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Check Your Answers

If the provider does not appear on the Potential Provider Display list, press F 7 to enter the new provider record.FALSE. Press F10 to enter the new provider record.

On the Basic Provider Record Update screen in the Date Opened field you must type the date the application was received.FALSE. You must type the date the application was signed.

A physical address is needed in the Basic Provider Update screen; a P.O. Box address is not allowed in this field.TRUE.

Ethnicity codes can be found on the CF 1260A.TRUE.

Page 35: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Congratulations!

Page 36: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

YOU have successfully completed the DHS IIS

Data Entry Screens Training.

Page 37: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Special thanks to Christina Latham-Brown and Leslie Burr in the CAF

Training Unit, and all the branches who participated in creating the IIS Data

Entry Screens Training.

Page 38: Screen Name: IPMB Screen Use: The IPMB screen is used to open, re-open or close a provider record. IPMB Screen Description: Basic Provider Record Update

Created By:

Training & Development Specialists:

Jenene HinsonCheryl Hamilton-Jefferson

Program System Support Unit2850 Broadway St NE

Salem, OR 97303

QUESTIONS?Contact Service Desk

Click the ‘X’ to close and return to the

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