Helpful Tips
Helpful Tips for October
Reviewing Provider Documentation
The Service Provider Documentation Report can assist agency owners and their delegatees in reviewing provider documentation that has been submitted through iConnect for services that were rendered by their agency. Utilizing the Service Provider role allows the user to view the provider documentation for all workers from their agency. The Service Provider Worker role will allow the user to pull a report to show the documentation which the user submitted through iConnect.
The Service Provider Documentation Report contains the following information:
(Please review the Service Provider Documentation Report Job Aid for any updates to the report.)
- Region of the consumer
- Consumer’s iConnect ID
- Consumer’s name
- Primary Worker’s name (the name of the Waiver Support Coordinator (WSC))
- WSC QO’s name (the Qualified Organization that employs the WSC)
- PA Number
- Service Code
- Service Name
- Activity Time Entries (number of entries for that service on the same provider documentation)
- Activity ID (unique code for that activity entry)
- Provider Documentation Worker Name
- Start Date/Time
- End Date/Time
- Total Minutes
- Units Approved (total units approved from the authorization)
- Units used This Activity
- Total Unites Used (includes total units used for that current authorization)
- Balance Units (number of units that remain, in order from the entry date of the provider documentation, not the rendered date)
- Unit Type
- Provider Documentation Type
- Provider Documentation Notes
- Follow-Up (For WSC Progress Notes)
- EVV Delivery Type (Manual Entry or Mobile App Upload will be indicated here)
- Delivered Via EVV
- To begin, log into iConnect and set Role = Service Provider or Service Provider Worker, as applicable. Click Go.
- On My Dashboard, navigate to the Reports menu and select Service Provider Documentation.
- Fill out the search screen with the information needed for the report. It is crucial that the information is filled out left to right, top to bottom. Click View Report to execute the search.
- A report will be generated on the screen. View the report in this window or export the report. To export the report, click the caret next to the save icon. Select Excel.
- For more details on how to pull the Service Provider Documentation Report, please review the Service Provider Documentation Report Job Aid and for instructions on how to sort and filter an iConnect Excel Report please review How to Add Filters to iConnect Reports Job Aid.
Reminder: Personal Health Information (PHI) will be pulled when exporting the Service Provider Documentation Report. It is the responsibility of all iConnect users to ensure that their systems follow all HIPAA requirements.