HomeMy WebLinkAboutEI-116 Fiscal Procedure1
FRANKLIN/FULTON COUNTY
MENTAL HEALTH/INTELLECTUAL & DEVELOPMENTAL
DISABILITIES/EARLY INTERVENTION
425 Franklin Farm Lane
Chambersburg, PA 17202
(717) 264-5387
MH/IDD/EI PROCEDURE STATEMENT
PROCEDURE SUBJECT: Fiscal Procedure
PROCEDURE NUMBER: EI-116
Effective Date: September 22, 2008
Date Revised: September 27, 2023
References:
- IDEA 34 CFR §303.510 and §303.520
- Title 55 PA Code §4226.11, §4226.13-15, §4300 and §4600
- Medical Assistance 837 Handbook
- Announcement: EI-08 #10 Eligibility for the Infants, Toddlers and Families Medicaid
Waiver
- Announcement: EI-07 #04-. Infants, Toddlers and Families Medicaid Waiver
- Operating Agreement
- County/Provider Contract
POLICY:
Franklin/Fulton Early Intervention program maximizes the use of funds through discussions with
families about the system of payment and available sources of funding by:
Discussing funding sources during the intake/initial meeting with the family.
Reviewing the Insurance Verification Form with the family to confirm if the family has
private insurance, Medical Assistance (MA), or no insurance.
If the family confirms that the child has MA health benefits, permission from the family
to bill MA will be confirmed on the Insurance Verification Form.
If the family confirms that they have private insurance or no insurance and they do not
have MA health benefits for the child, the service coordinator (SC) will inform the
family about MA and provide an application for MA. The SC will assist the family with
the application process as needed.
Applications for Medical Assistance are voluntary; a family may choose not to enroll the
infant/toddler in Medical Assistance. Families are informed that enrollment in Medical
Assistances is required for infants/toddlers to be eligible to receive waiver funding for Individual
Family Support Plan (IFSP). Families are also informed that there is other non-medical
2
assistance funding sources for IFSP services that can still be utilized. Termination of the
toddler’s Medical Assistance benefits cannot affect the infant/toddler’s receipt of services
authorized on the IFSP; however, another source of funding needs to be applied.
Franklin/Fulton Early Intervention Program has the following procedures for obtaining medical
necessity:
1. Medical necessity will be obtained for all children whose families participate in at least
an intake/initial meeting.
2. A release of information for a child’s pediatrician or primary care physician will be
obtained during the initial meeting with the family. The Service Coordinator will explain
the reason for the request and the type of information that will be obtained from the
physician.
3. After obtaining the release of information, the Service Coordinator will submit the
information needed to the Service Coordinator Supervisor who will mail the request for
medical necessity to the physician. The physician will be requested to complete and sign
the letter of medical necessity and return to Service Access and Management Inc.,
Attention: Service Coordination Supervisor along with a copy of the child’s most recent
medical records.
4. At or before the child’s Annual IFSP review and Re-Evaluation, the Service Coordinator
will request an updated release of information for the child’s pediatrician or primary care
physician. The Service Coordinator Supervisor will send an updated medical necessity
request to the physician for them to sign and return along with current medical records.
Franklin/Fulton Early Intervention Program has strategies in place for identification of
infants/toddlers eligible for the Infants, Toddlers, Families, Medicaid Waiver. The first step in
the process is the determination of the infant or toddler's eligibility for Medical Assistance. This
needs to precede eligibility for waiver-funded IFSP services, although applications for both
Waiver and Medical Assistance can be submitted to the County Assistance Office (CAO)
simultaneously.
The infant or toddler is also required to satisfy financial and level of care eligibility requirements
before waiver-funded IFSP services. Level of care eligibility is based on the infant/toddler being
determined eligible to receive Early Intervention services by the independent evaluation team.
Financial eligibility is based on the infant or toddler’s eligibility for Medical Assistance that is
determined by the CAO.
Franklin/Fulton Early Intervention also utilizes the data on the ITF Waiver Eligibility Report
found in HCSIS/PELICAN web-based system to check waiver numbers.
If the child’s eligibility meets any of the following criteria, the Service Coordinator will review
the Infant/Toddlers/Family (ITF) Waiver eligibility information with the family:
a. Diagnosis with a high probability of resulting in a developmental delay
3
b. A minimum of 33% delay or 2.0 standard deviation below the mean (-2.0 SD) in at least
two areas of development
c. A minimum of 50% delay or 3.0 standard deviation below the mean (-3.0 SD) in at least
one area of development
If a child is determined to be eligible for Early Intervention services during the Initial
Multidisciplinary Evaluation (MDE), the Service Coordinator will once again review funding
sources with the family. If the child’s eligibility meets criteria for the ITF Waiver and the family
has MA, the Service Coordinator will offer the family the choice of enrolling their child in the
ITF Waiver and will complete the appropriate waiver paperwork.
If the child’s eligibility meets criteria for ITF Waiver and the family does not have MA, the
Service Coordinator will review the MA application process with the family. The Service
Coordinator staff will confirm funding sources on a regular basis with families and during
reviews of the IFSP. This would include:
1. The Service Coordinator will review the Insurance Verification Form with the family
during quarterly IFSP reviews as well as the Annual IFSP/Re-Evaluation meeting to
confirm if the family’s insurance information collected initially is still correct.
2. If there are no changes to insurance information, the Service Coordinator will note this on
the original Insurance Verification Form with the date of the meeting with the family.
3. If insurance information has changed, the Service Coordinator will complete a new
Insurance Verification Form with the family to document the new information and
confirm the family’s permission to bill MA if applicable.
4. Alerts from the Pelican system will be reviewed for information when children start to
receive MA benefits. If there is notification of any changes, management staff will notify
the Service Coordinator in order to review this change with the family and discuss
funding sources with the family.
5. Service Coordination staff will meet with families when notified that a child is now
receiving MA benefits in order to obtain parent permission for billing MA and to offer
ITF Waiver choice when applicable. Service Coordination staff will complete the
Insurance Verification Form and Waiver paperwork as appropriate.
Franklin/Fulton Early Intervention Services has the following procedures in place for monitoring
local contracted providers for timely billing:
Per the county contract, all billings must be submitted by the 15th of the following month, unless
otherwise specified. Early Intervention contracted Providers must submit billing through
PROMISe. Providers may bill weekly but must bill at least monthly. PROMISe billing will be
downloaded from SeGov weekly and imported into the Early Intervention Tracker (the county
billing software). Infants/toddlers who are funded by County Maintenance funds are entered into
the Early Intervention Tracker. The infants/toddler’s Individual Family Support Plan (IFSP) is
reviewed to ensure Pelican and Early Intervention Tracker reflects the same service provisions.
Once this has been completed, a Remittance Advice (RA) is generated from Early Intervention
4
Tracker, printed and authorized for payment. The Early Intervention Fiscal Officer & Early
Intervention Program Specialist review RAs on a weekly basis and enters the billing into
provider billing verification spreadsheet. If the provider has not billed for services by the 15th of
the following month they will be notified by email or phone call.
Franklin/Fulton Early Intervention Services has the following procedures in place for distribution
of funds to local contracted providers:
PROMISe billings are downloaded from SeGov and imported into the Early Intervention
Tracker. A Remittance Advice (RA) will be printed and authorized by the Program Specialist
and coded by the Fiscal Officer for payment. The RA information is entered into a provider
verification spreadsheet. The provider verification spreadsheet summarizes the payments on a
monthly basis. This spreadsheet allows the Early Intervention Fiscal Officer to track how much
has been paid to the Provider and the amount of funds remaining in the fiscal year contract. Once
it has been determined there are sufficient funds within the contract to pay the Provider for
services rendered, the RA is sent to Accounts Payable (A/P) for payment processing.
Notification of any billing issues or discrepancies should be sent to the Early Intervention Fiscal
Officer and Program Specialist. A copy of the RA is securely emailed to the Provider for
payment verification. For any Early Intervention services not billable through PROMISe, a
Services Rendered Report will need to be completed.
Franklin/Fulton Early Intervention program uses PELICAN data and additional fiscal reports to
analyze encumbered funds and review overall utilization percentage to manage Early
Intervention funds. The program uses PELICAN status reports and child enrollment reports to
ensure that Medical Assistance billing is occurring. Data analysis is used to manage the program
and improve program performance.
All Early Intervention staff and providers will review the information included in this policy and
procedure regarding the Fiscal Policy Procedure checklist. Training resources related to the
Fiscal Policy Procedure Checklist can be found on the HCSIS Learning Management System
(https://www.hcsis.state.pa.us/hcsis-ssd). Trainings will occur for all staff including
administrative, Service Coordination and fiscal staff as needed. Any change or update to any
policy or procedure statement will be sent immediately upon receipt to the provider agencies and
all changes will be reviewed at the next scheduled Early Intervention provider meetings for
further review and discussion. The Fiscal staff will also contact the Office of Child
Development and Early Learning with questions regarding fiscal issues.