Editing a PPS Resource

Requests to change information about a Psychiatric Residential Treatment Facility (PRTF) or an HCBS resource in the Resource Databank (RDB) must be sent to the Clearinghouse. See Requesting a Change to a Resource in the Resource Databank for the manual, external process.

PPS Eligibility staff can make changes directly to the Foster Care RDB on manually entered resources. Resources generated through the interface with CLARIS and SMART will be read only and must be updated through the interface.

1. Click Resource Databank on the Global Navigation bar. The Resource Search page displays.

2. Click Foster Care on the Local Navigation bar. The Foster Care Resource Search page displays with Foster Care as the default Category.

3. Enter the Name or ID of the Resource to be changed then click the Search button. The Foster Care Resource Search page displays.

4. Click the Name hyperlink. The Foster Care Resource Detail page displays.

5. Click the Edit button. The Foster Care Resource Detail page displays.

6. Make changes to the appropriate fields:

   • Basic Information section – edit as needed

   • Addresses section – Remove, Edit or Add

     • Remove an existing address: Click checkbox next to the address to be removed then click the Remove button.

     • Edit an existing address: Click the Edit button for the address to be changed. The Address Detail page displays.

     • Add an additional address: Click the Add Address button.  The Address Detail page displays.

     NOTE: When editing an address, clicking the Cancel button does not navigate the user back to the Detail screen. The user can click the Foster Care Local Navigation tab to execute a resource search again.

   • Phone Information section – Remove, Edit or Add

   • • Remove an existing phone number: Click checkbox next to the Type for the number to be removed then click the Remove button.

     • Edit an existing phone information:  make changes as needed by selecting the appropriate value from the Type drop-down menu or type over the displayed phone number

     • Add an additional phone number: Enter information on the new line of blank text boxes. There is no need to click the Add button unless there is more than one new number.

   • Status section –

   • • Select the appropriate value from the Status drop-down menu.

     • Enter the Begin Date in <mm/dd/yyyy> format or use the calendar icon. Once this page is saved, the previous status will automatically be end-dated.

   • Additional Information section – edit as needed

   • Maintainer Information section

   • • Update Frequency – Select appropriate value from drop-down menu

     • Next Review Date – Enter date in <mm/dd/yyyy> format or use the calendar icon

     • Worker ID –

       • Click the Select button

       • Enter the search information and click the Search button. The Select Worker page displays with search results.

       • Click the radio button next to the appropriate worker’s name.

       • Click the Select button. The Foster Care Resource Detail page displays with the selected Worker ID.

7. Click the Save button. The Foster Care Resource Detail page displays.

8. Click the Close button. The Foster Care Resource Search page displays.