Initial Evaluations, Reevaluations and ESI Caselog Resources
This page provides links to resources for evaluations when completing events in Phoenix, adding assessment results and completing Caselog in ESI. Quick start cards are summarized help sheets for parts of the evaluation process.
Phoenix Quick Start Cards
User Created Events Quick Start - Use for instructions for adding events that are not automatically generated in Phoenix such a Correction - Initial Eligibility or a Correction Reevaluation or a consent for Release of Information and Medicaid Reimbursement
Resetting Forms - Use when a form added in an event is no longer needed
Staff Search and Creating a Staff Favorites List - Use when changing providers for a goal, service, case management or an event. A Favorites list can be created in Staff Search for frequent staff searched
Disabilities Screen - Use when adding, removing or changing a disability
ESI Quick Start Cards
Adding Assessment Results - Use to create assessment results to save them as a pdf to add to event in Phoenix
Badge and Status Meaning - Use for assistance to understanding badges and metrics when using Caselog
Evaluation Chair Caselog Steps - Use for a summary of steps for completing Caselog
Below are Caselog steps used for an initial eligibility and a reevaluation where there is a change in eligibility
Initial Evaluations
Initial Eligibility Detailed Steps - Use when completing an initial eligibility, includes Caselog steps
Initial Eligibility Quick Steps
Reevaluations
Reevaluation with Additional Data Detailed Steps - Use when completing a reevaluation when additional data is needed, includes Caselog steps
Reevaluation with Additional Data Quick Steps
Reevaluation with No Additional Data Change in Eligibility Detailed Steps - Use when completing a reevaluation when there is a change in eligibility, includes Caselog steps
Reevaluation with No Additional Data (Change in Eligibility) Quick Steps
Corrections (There is no unlock feature in Phoenix, a correction event must be created and a correction for Caselog is required).
Please contact the Service Desk after you have created a Correction - Initial Eligibility event after a plan has been locked.
Correction Detailed Steps - Use when a correction event has been created in Phoenix on an initial or a reevaluation, includes ESI Caselog steps
The Evaluation Process Cannot be Completed (Student Drops, Parent Refuses, No Response, Parent Rescinds)
Drop Process Because Student is No Longer Available - Use when a student under evaluation is no longer is available to complete the process
Educational Decision Maker Refusal to Consent, No Response or Rescission of Consent to Evaluate - Use when a student under evaluation and the parent refused consent, did not respond or rescinded consent
Page Contents
- 1 Phoenix Quick Start Cards
- 2 ESI Quick Start Cards
- 3 Initial Evaluations
- 4 Reevaluations
- 5 Corrections (There is no unlock feature in Phoenix, a correction event must be created and a correction for Caselog is required).
- 6 The Evaluation Process Cannot be Completed (Student Drops, Parent Refuses, No Response, Parent Rescinds)