Record a Home Study

Through the home study process, a provider completes the necessary tasks (reflected in the steps below) to become approved or certified by the agency. You can complete these tasks in any order, as circumstances allow, before the home study is validated and approved. (See About home studies for more information.)

A home study is required for each ODJFS provider type record. To expedite the completion of these home studies, you can complete one record, then copy it and modify it for each of the other provider types. Only one home study record in "Pending" status may exist per provider type at a given time.

You can complete basic provider information, activity log records for assessment visits, a home description, or a family description before creating the home study record. If you do, the system automatically includes those records in the home study.

Process

Record a new home study record as follows:

1. From the Home screen, click the Provider tab.

2. Click the Workload tab. The Workload screen appears.

3. Click the Select link for the provider record you want to update. The Provider Overview screen appears.

4. Click the Home Study link in the navigation bar on the left. The Maintain Home Study History screen appears.

5. Open the home study record.

   The way you open the record depends on the type of home study. (See About home studies for more guidance.)

   • To create an initial home study record, click Add Initial Home Study. The Home Study Details screen appears. Select Initial in the Home Study Type field, complete the rest of  the fields on that screen, then click Save. The Maintain Home Study Information screen appears.

   • To amend a home study record, click the Copy link next to the initial home study record. The Home Study Details screen appears. Select Amend in the Home Study Type field, complete the rest of  the fields on that screen, then click Save. The Home Study Information screen appears.
     
     All of the information from the initial home study is copied to the amended record, and a link to the Amendment/Update Information screen is added. You must identify the reason for the amendment.
     
     Generally, you record an amendment when a change to information collected in the home study affects a previous certification.

   • To update a home study record, click the Copy link next to the initial home study record. The Home Study Details screen appears. Select Update in the Home Study Type field, complete the rest of  the fields on that screen, then click Save. The Home Study Information screen appears. Information from the initial home study is copied to the updated record, and a link to the Amendment/Update Information screen is added. Not all information is copied. You must record a new family description and all other narratives before the home study can be approved.
     
     An update to a home study is recorded for a recertification, generally every two years.

   • To change information in an existing home study record, click the Edit link next to it. The Home Study Details screen appears. Verify the Assessor field, then click Save. The Maintain Home Study Information Screen appears.
     
     You can only edit a home study in "Pending" status. No edits may be made to a home study in "Approved" status.

    

6. Verify basic provider information.

7. Record home study verifications.

8. Record a safety audit.

9. Record home study references.

10. Record a home description.

11. Record a family description

12. Link assessment visits to a home study.

13. Review or update acceptance criteria.

14. Record the disposition of a home study and validate it.

15. Submit a home study for approval.