Record Agency Certification Details

An agency's certification record identifies the functions and facilities for which the agency is certified to operate.

Record agency certification details as follows:

1. Locate the agency record.

2. From the Maintain Agency Certifications table, click the Edit link next to the application type to update an existing certification record, or click Add Initial Certification to record a new agency certification. The Approval/Certification Information screen appears.

3. Complete the fields in the top portion of the screen. You must complete at least the Certification Status field.

4. Click the Edit link next to a function to update a function record, or click Add Function to add a new function. The Functions Details screen appears.

5. Complete the Functions to be Certified and License Type fields.

6. Select the check box(es) next to the level of care descriptions that apply to this function.

7. Click OK. You are returned to the Approval/Certification Information screen.

8. Repeat steps 4 - 7 for each function to be certified.

9. Click the Facilities tab. This tab displays the names and locations of the residential providers associated with this agency.

10. To add a provider, click Link Residential Provider, then locate and select the provider.

11. Click Save. You are returned to the Maintain Agency Certifications screen.