Type of Change Pages /Reports Applied User Affected Change Description New Service Log Service Provider KEDS verification from TOTS service log page for 5AA/PLE: If users select 5AA or PLE service, and enter service date, then after clicking on [Service Delivered], TOTS will call KEDS to get verification code and display it next to “Add Service Log” label as “KEDS Verification Code is xxxxxxxxxxxx. It is ready for billing on Account Payable screen.”. If you have not enter evaluation/assessment in KEDS at time when you try to enter a service log for 5AA/PLE, it will generate a warning message like "Looks like you have not entered evaluation data on KEDS ...". In this case, your billing on account payable will not be automatically approved and it has to be approved by the State lead agency. New Planned Service Service Coordinator Add checkbox of "Primary Service Provider?". Validation by TOTS is implemented to prevent the finalization of a plan by the service coordinator without a PSP identified. PSP designation should be printed on the IFSP form for family/team to see. Users will not be able to [Save Draft] on IFSP screen without an PSP except for initial IFSP. Users will not be able to [Save Final] without an PSP. Improvement IFSP Service Coordinator Before the SC can save an IFSP, the minimum required information (family income and family size) on the Financial Support Screen need to be included. New Financial Support All There should be a check box in the income section that states "Family refuses income verification--Max family share applies" And if that box where checked and the family size entered it would be considered validated.   Improvement Family Share State Admin Family Share: Disable payment section if (1) there is no family share billing for last month; (2) there is already family share payment for last month (User can still use EDIT to update family share payment). Improvement Family Share State Admin Family Share: Clear family share payment section after searching next child Change Support Email All Users Change support email from nan.slaughter@wku.edu to chfs.firststeps@ky.gov New Evaluation/Assessment Report All Users Chronological age and adjusted age will be shown on Eval/Assessment report Chronological age (in months and days) = eval_date - DOB Adjusted Age: If gestational age on HEALTH page > = 37 weeks or empty, then adjusted age = NA If child's chronological age (assessment date - DOB ) is 24 months or older at time of eval/assessment, then adjusted age = NA ElseIf gestational age < 37 weeks and Chronological age <24 months, then adjusted age will be calculated using following formula: Adj. Age = Chronological age - Prematurity = (DOB - Eval_Date) - (40 weeks - Gestational Age in weeks)x 7 days This adjusted age needs to be converted to months and days Bug Fix Announcement State Admin and POE Admin Annoucement: If expired or disabled, then make it drop down to history log. Currently it stays at Current Announcement Log.

Type of Change Pages /Reports Applied User Affected Change Description New Evaluation/Assessment All 5AA/PLE data entry and report changes. New Screening Report State, POE Admin List count and percentage of screening within a date range. New Account Payable State Add columns to the account payable history to accomodate adjustments to previous payments. If there is a need to add to or take away from a payment you've already received, we will be able to do this without affecting your original payment record. Adjustments will appear on the agency invoice report for the payment period in which the adjustment was approved. This will not require any change of the part of providers in your account payable process. New Family Share State State office needs to let Yahasoft know when they want to use family share in TOTS. Data might need to be cleaned before production use. Improvement Ad Hoc Search State and POE Admin 1. Add Mailing Label button; 2. Add DOB range, service date range, screening date, and inquiry date to search criteria Improvement Financial Support Coordinator On financial support page, add [Delete] Buttons for primary insurance, secondary insurance, so you can remove them if they are entered wrong. Improvement Timely Delivery of Services Report POE and State Admin Timely Delivery of Services report - change 21 days to 30 days on description

Type of Change Pages /Reports Applied User Affected Change Description New Add One New Service All Adding Licensed Professional Clinical Counselor (LPCC) as a discipline New Service Units/Rate Changes All Reducing the total number of units that can be billed for discipline specific assessments from up to 10 to up to 8.  New Timely Delivery of Service Report All Timely Delivery of Service is changed from 21 days to 30 days.   Following are changes made on 7/12/10 Improvement Evaluation All E/R Diagnosis code box needs to be long enough that user can read the entire choice, including ICD=9 codes Improvement Annoucement All Announcement: BG manager entered one annoucement last week and everybody statewide could see it Bug Fix Aggregate Child Count Report All Aggregate Child Count Report number is too low for the current fiscal year (2011) Improvement Service Log SC Remove SC ability to enter service note for providers and keep that function for DA and SA Improvement Home SC, SP IFSP coming due are set to remind at 60 days instead of 30 days Improvement Demographic SC Block SC to enter another child with the same name & DOB. But allow it for POE Manager Improvement Search User DA, SA Add Discipline in the user search result list Bug Fix Screening SC On the screening page, if I choose "Screening Passed, but referred based on prof judgement", I get automatically sent to the referral page, but it does not save the check in that box. Bug Fix Home, Agency List SA, DA For some user, Home and [Manage Agency List] screens are not fully visible

Type of Change Pages /Reports Applied Reported By User Affected Change Description New Home SA Budget management reports New Referral All Referral page has been changed to Inquiry/Referral New Some Reports All Summary reports can be exported to Excel New Update User SA Agency/user management ad hoc search New IFSP page All Add "Other Services" field on IFSP page Improvement Service Log All Add a correction note field on service log page. SP User should be able to edit this correction note, but not the serivce note or any other fields. This correction note should be able to show on the AP page. New Letters All Add "Export to Word" functions for Transition Meeting, Transition Planning Conference, LEA Notification Letter on transition page and Eligibility Letter on Eligibility page New Letters All Add "Initial Screening Intro Letter-2.doc" to Referral page Add "Family Letter for Screen Passed-2.doc" & "Screening Refer to PLE letter-2.doc" to Screening page Improvement Screening All Design a function so SC, DA, SA users can delete a screening record. Modify history section to include ASQIII and ASQ SE; Remove Agency1, agency 2, professional name, tool1 and tool2 Improvement Evaluation All  % of Delay will error out when developmental age =0, it shows no delay. This has been corrected. Improvement Home SC If the child is in Notification or Screening phase, the child will show on service coordinator's home page as "Referral Received & Awaiting Evaluation" instead of "Pending". This bug has been fixed Improvement Demographic SA Block user deleting a child record if there is account payable data Modification Timely Delivery of Service NS State and POE Remove PSC, ISC, Collateral Service, Evaluation/Assessment, Transportation and Respite from the report New User Help and User Guide RS All If you are on a specific page such as Eligibility, the Help (? icon) will give you specific help on that page instead of displaying the whole manual. But on the HOME page, if you click on [User Guide], you will be able to see the whole manual. Modification Forms/Doc NS All Make all the document/forms available to all users instead of just poe users Modification Transition Report NS State & POE POE Transition Report: add ability to choose date range and list children without Transition plan by 2 years 9 months. POE and State users. 1. Exclude children who are referred after 2Y9M (to be exact, 90 days before 3rd birthday). Do not count them as either timely or untimely. 2. Exclude children who exited before 2Y9M (Transition due date). Do not count them as either timely or untimely. 3. Exclude children who did not or do not have an IFSP developed. Do not count them as either timely or untimely. 4. All the settings will be treated as Home for service coordination Modification Single Timeline Report NS State & POE Single Timeline Report: add ability to choose date range and list children whose Initial IFSP was held 46 days or greater from referral date. Modification CMS 1500 NS Provider (1) Use 2-digit year instead of 4 (2) field 2 (Child Name) and 4 (Insurance holder name) should be last name first, then first name, then middle initial