Record a Recommendation for Certification

A recommendation record is created when a supervisor approves a home study. (See About home studies.)

As the home study assessor, you:

• Completes the recommendation record.

• Link any waiver or variance requests or any rule violations if necessary.

• Submits the recommendation for approval by the agency or ODJFS reviewer.

The reviewer:

• Responds to the recommendation.

• Indicates whether the provider will be certified.

• Confirms the services for which the provider will be certified.

Record a recommendation for a provider's approval or certification 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 whose recommendation you want to record. The Provider Overview screen appears.

4. Click the Approval/Certification link in the navigation bar on the left. The Maintain Approval/Certification Recommendation screen appears. It lists the transaction records associated with the provider's approval or certification.

5. Click the Edit link to complete an existing recommendation record or click Add Recommendation to record a new recommendation. The Maintain Transactions screen appears. You can update a recommendation only if it is in "Pending" status.

6. Complete the fields on the screen. You must complete at least these fields:
   
   Agency Contact Person
   Provider Type
   Transaction
   Recommendation Date

7. Click Process Approval. The record is sent to the agency or ODJFS reviewer, who makes the final certification decision.