BETP Crash Course

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CWDS
BETP Crash Course
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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)

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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).

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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

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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

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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)

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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)

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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

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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

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Terminate a Participant

• Select a Reason for Closure
• Save and Finish

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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.

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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

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Service Application (Providers)

• Select appropriate Service Type
• Edit
• Approve
• Submit

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CWDS Crash Course

• Questions?