BETP Crash Course - PowerPoint PPT Presentation

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Title:

BETP Crash Course

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Enter FEIN # (or SSN) Locate Business Folder. Service Application ... Search for Provider (via FEIN, SSN or name) Select Provider. Create Service Application ... – PowerPoint PPT presentation

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Slides: 25
Provided by: DPW84
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Tags: betp | course | crash | fein

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Title: BETP Crash Course


1

CWDS
BETP Crash Course
2
CWDS Login
  • www.cwdsinfo.dli.state.pa.us
  • Training environment
  • Logins have specific permissions
  • (i.e. Staff from one location can only see their
    own information)

3
CWDS Hierarchy
  • Hierarchy
  • Participant
  • Participant ID refers to the individual
  • Case
  • Case ID refers to the program (s) with which the
    individual is associated.
  • Service
  • Service Authorization refers to the services
    provided to the client (i.e. activities,
    subprojects special allowances).

4
Accept/Reject a Referral
  • Homepage
  • Note the Office
  • Ex South Central WIA
  • Steps
  • Search
  • Participant
  • Program Referral
  • Can narrow search by Referral Status,
    Participant ID, and Social Security Number

5
Accept/Reject a Referral
  • Select the participant
  • Edit
  • Scroll down the page to Taking Action on a New
    Referral section.
  • Enter program begin date
  • Or
  • To Reject a referral Select the appropriate
    Referral Rejection Code

6
Accept/Reject a Referral
  • Save and Finish
  • Or
  • Save and Assign
  • Save and Assign allows the assignment of a case
    manager, however this can be done later.
  • On Program Referral page, select individual,
    Assign (instead of Edit)

7
Refer to a Sub-Contractor
  • Search
  • Participant
  • Program Referral
  • Select the participant
  • In Quicklinks Select View Case List, GO
  • Select the case id
  • (click on the number itself)

8
Refer to a Sub-Contractor
  • View Sub-Contractor Program Referrals
  • (Will show previous referrals or will be blank)
  • Create Sub-Contractor Program Referral
  • Enter appropriate information
  • Save and Finish or Save and Assign

9
Terminate a Participant
  • Must know Participant ID number
  • Search Participants
  • Enter Participant ID, Search
  • Select Participant
  • In Quicklinks View Case List, GO
  • Select Participant
  • Edit

10
Terminate a Participant
  • Select a Reason for Closure
  • Save and Finish

11
Create Service Authorization
  • ACTIVITIES, SUBPROJECTS, SPALS
  • On Home Page Search Participants
  • Enter Participants SSN or Participant ID
    Search
  • Select Participant
  • In Quicklinks View Service Record, GO
  • Search for previous Service Authorizations or
    Create Service Authorization

12
Create Service Authorization
  • Select Participant
  • Program Eligibility, Get Funding Stream
  • Funding Stream
  • Program, Get Service Category
  • Activity, Special Allowance or Sub Project
  • Select a Service Category Activity
  • Search
  • Select Service Code
  • Include Services in Authorization

13
Create Service Authorization
  • In Services Included In Authorization section
    select all that apply.
  • Continue
  • Enter appropriate information
  • Note Provider for Activities Select Provider
  • Continue
  • Save and Finish

14
Enter Attendance Hours
  • From Home Page Search Participants
  • Select Participant
  • In Quicklinks View Service Record
  • In Service Authorization Search Results Section
    Select the Service Authorization (Activity)
  • Attendance
  • Create Form

15
Enter Attendance Hours
  • Verify the Week Ending Date is correct
  • Enter Daily Hours
  • Put hours in the Actual Hours
  • Enter Total Hours Attended Per Week
  • Note CWDS does not sum the daily hours
  • Select Weekly Hours Verified method
  • Check The information provided is correct to the
    best of my knowledge
  • Submit or Submit and Add Another Week

16
Enter Job Placement
  • From Home Page Search Participants
  • Select Participant
  • In Quicklinks View Service Record
  • In Service Authorization Search Results Section
    Select the Service Authorization
  • Placement Report
  • Create Form
  • Enter Job information, Save and Finish

17
Edit/End Service Authorization
  • From Home Page Search Participants
  • Enter Participant ID, Search
  • Select Participant
  • In Quicklinks View Service Record
  • Select Service Authorization
  • Edit the Service Authorization
  • To END enter information in the End Date field
  • Save and Finish

18
Service Application (Providers)
  • Does Provider exist in the system?
  • If yes Skip to Create Service Application (next
    slide)
  • If no Must create Provider in the system.
  • To Create Provider
  • From Home Page Search Providers
  • Create Provider Business Folder
  • Enter FEIN (or SSN)
  • Locate Business Folder

19
Service Application (Providers)
  • Save and Continue
  • (When creating a Provider, do not use Save and
    Finish until it is your only option)
  • Note the Access Code
  • Submit
  • Go to Home Page
  • Search Providers
  • Search for Provider (via FEIN, SSN or name)
  • Select Provider
  • Create Service Application

20
Service Application (Providers)
  • Select DPW Programs
  • Save and Continue
  • Select Activity or Sub-Project accordingly
  • Get Service Type
  • Select Service Type
  • Get Office
  • Select Office
  • Save and Continue

21
Service Application (Providers)
  • Select counties served and contact
  • (Can create contact here also.)
  • Save and Continue
  • Fill out Provider Profile as appropriate.
  • Save and Continue
  • Fill out Service Training Details as appropriate.
  • Save and Finish
  • Submit Application
  • Look for verification that request has been
    successfully submitted.

22
Service Application (Providers)
  • Go to Home Page
  • Search Providers
  • Search for Provider (via FEIN, SSN or name)
  • Select Provider
  • View Services
  • Select DPW Programs
  • Search

23
Service Application (Providers)
  • Select appropriate Service Type
  • Edit
  • Approve
  • Submit

24
CWDS Crash Course
  • Questions?
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