The home study is to be entered in FACTS by the homefinder. Only the homefinder has security to enter provider information. If workers are assigned to complete the home study as requested by the ICPC 100A form requesting the opening of an ICPC provider, the worker must supply the homefinder with the necessary information.
PATH: Workload - Potential Provider - Show - Intake - Prov Svcs
Outcome Screen
Click on the Find button. The last name of the potential provider will populate to the Find Provider box. Click on the Find button again. If there are matches, look at the results to see if the provider found is the same one in the intake. If no matches are found, click in the Close Date check box, enter dates in the From: and To: fields, and click on the Find button again. If no matches are found, then click on the New button.
This will take you to the provider focus in FACTS and you can begin entering a new provider.
General Information Screen
Provider Information TAB -
Provider Category: Non-Payment Providers (Non-Vendors)
Provider Type: ICPC
Check IV-E Reimbursable Provider if applicable.
Do not check medicaid provider.
Provider Name: this is populated from the Intake but can be changed if the name is incorrect.
Provider Address TAB -
Provider Address: this is populated from the Intake but can be changed if needed
Comments: directions to home can be entered here
Payment Address: this defaults to tax address.
Phone: this is populated from the Intake but can be changed if needed.
Click on ADD. If the assign/transfer screen appears- just click on Cancel unless you need to change the worker assignment at this time
Approved Number of Clients TAB
Complete this tab section of the Provider Information screen only after the home study has been completed and approved.
Next go to the Homes/Member Info Screen
PATH: Homes - Member Info
When you click on Member Info you will get an error message, AThere are no household members for this provider to display.@
Click on OK Then click on the Copy button.
You will get a box with the household member names that were entered in the intake. Click on OK. You will then get a message, AAll clients shown will be copied as household members. Continue?@ Click on Yes.
Click on a household member and click on Show to begin entering information about that person.
Note: If the provider record was not opened from the intake, the Copy button will not appear;
or if any household member did not have the AIn Household@ box checked on the Intake/Provide Services/Demo/Client tab, that individuals=s name and information will not appear in the box. You will need to click on the New command button and re-enter the information.
Member Screen
Start Date: enter the date that this person became a member of this household. For example, for a husband or wife, it would be the date the couple got married.
End Date: enter only if that person dies, moves out of home, divorces, etc.
Note: On the Member Info screen be sure to check one member as Head of Household so that you will be able to complete the Household Composition Screen later.
This screen is also used to document the results of record checks and CIB check on each person. Complete the entire screen and click on Change. You will get a message about changing the Head of Household. Click OK.
Next complete the Employers Screen, Income Screen, and Extended Family Screen.
Note: Be sure to show each household member and complete all the household member screens on each person in the household.
PATH: Homes - Composition
Complete the Composition Screen (if there is more than one person in the household), and then complete the Specific Children Screen.
Specific Children Screen
Click on Find to find the child or children named on the original ICPC-100A from the sending state.
You will get a Client Search box. Enter the name of the child and click on Find. When you find the name of the child, click on OK. This puts the name on the screen and in the Specific Children inset grid at the top of the screen. You can Add, Clear and Find additional children.
Note: You will not be able to find the children until a case has been opened in FACTS.
Check the radio button whether this is an inquiry or a placement and check the check box Relative Placement if it applies. Add the screen.
Complete the Details Screen.
Complete the Services Provided to Provider Screen if this provider completed pre-service training or if the provider is receiving any other services.
Next document the W-9 information.
PATH: Directory - Other - Doc Trkg
Document category: ICPC (interstate compact)
Check the radio button Standard and select AW-9 Federal Income Tax Information Form@ from the picklist.
Hard Copy Location: document that the original was mailed to OFS.
Enter the Date Signed and Date Received
Comments: document a copy in filed in the ______ county Financial Clerk=s files.
Document Signed By: select the provider
Add the screen.
PATH: Directory - Tax/Pmnt Info
TAX/Payment Screen
Enter the first and last name of the provider exactly as it appears on the W-9.
Enter the social security number for the provider. Do not enter a FEIN number.
Business Designation: Should be Individual
Tax Address: Enter the address exactly as it appears on the W-9.
Add the screen.
This brings up the Approval/Request box. Click in the Request and then click on OK.
Note: You do not have to wait for OSS to approve this screen before continuing with the provider information.
PATH: Checklist - FC Checklist
Creation Date: Date that you are entering data.
Assessment Results: Approved or Denied.
Type of Report: New
Personal Information section and Family=s availability for adopting are not required for ICPC.
Complete the Checklist section/
Enter any comments in the Home Finder comments text box.
Add the screen.
PATH: Director - Persons
Complete the Persons Screen.
Note: Complete the Services/Admission Criteria Screen and the Status Screen only if the home is approved. If the home is not approved, go back to the general info screen and click on close.
Services/Admission Criteria Screen
Select ICPC from the Service picklist.
Start Date: enter date provider is approved
Counties of Services Provided select box: select the county that the provider lives in
Add the screen.
Status Screen
Provider Status Type: Defaults to Availability.
Start Date: enter the date you approved the home
Add the screen.
Note: The availability is all that you can do with ICPC providers.