Special Instructions forIRIS Budget Calculation:

Helping People with a LTCFSCompleted Prior to July 14, 2008

July 17, 2008By Gail Propsom

Department of Health ServicesDivision of Long Term Care

2

Why do I have to recalculate?

• If a person has had a Long Term Care Functional Screen on or after July 14, 2008, the IRIS budget will already have been calculated—see slides 11-12.

• Persons with a most recent screen prior to July 14 must have eligibility recalculated in order for the IRIS budget to calculate.

• Begin the process by selecting “Edit.”

3

4

Editing the LTCFS - Step 1

• Select the “Screen Information” page from the left hand menu bar.

5

6

Editing the LTCFS - Step 2

• On the “Screen Information” page change the referral source to “Other.”

• In the text box that appears, enter the phrase “SDS interest.”

• The next two slides illustrate this process.

7

8

9

Editing the LTCFS - Step 3

• Choose the “Eligibility” page from the left hand menu bar and calculate eligibility.

10

11

Finding the Results

• If a person is eligible for the SDS waiver, an indicator of “yes” will appear as shown on the next slide.

• The budget amount will be generated by selecting the “SDS Budget” report found on the left hand menu bar.

• Selecting this report will create a PDF file that can easily be printed.

12

13

14

PPS

• When a person has asked for a referral to IRIS, the ADRC makes that referral in the Program Participation System.

• Access to that system in on the bottom of the “Eligibility Results” screen.

15

16

PPS

• Separate security access to PPS is needed.

• You will be asked to log in to PPS before you can work in that system.

17

Requires a new ID and Password

18

PPS

• The participant information that was entered on the LTCFS will already be in PPS.

• To add a referral, click the “add” button as shown.

• On the “SDS Participation Details” page, enter the referral date.

19

Information fills from LTCFS

20

21

PPS

• A history of referral and other participation information will be shown in the SDS Participation Information section of the “Individual Summary” page.

22

23

• For training on the Program Participation System, please view the PPS – SDS Enrollment webcast at:

http://media1.wi.gov/DHFS/Catalog/Front.aspx?cid=b9f62403-7b9c-434c-aef1-9f2c8fba6780

24

ICA Access to the LTCFS

• The Independent Consultant Agency will need read access to the LTCFS in order to assist the participant.

• Initially ADRCs should fax a paper copy of the LTCFS to the ICA at (608) 255-0898.

25

ICA Access to the LTCFS

• On August 25, ADRCs can grant read access to the LTCFS of a person requesting an IRIS referral by going to the “Screen Information” page.

• At the bottom of that page, there is an “HCB Waiver Group” drop-down box. IRIS will be added as a choice.

• Selecting IRIS will grant access to the ICA.

26

IRIS will be added