Making Changes after Approval

If a case worker needs to subsequently change a plan item after it has been approved due to a change in the circumstances of the participant, these changes will then be reflected in the service authorization line items associated with the plan item.

For a plan item for which a frequency has not been specified, a change to the expected start date, expected end date, units authorized, or rate authorized will result in an update to the service authorization line item.

For a plan item for which frequency has been specified, a change to the units authorized or rate authorized will result in an update to each service authorization line item associated with the plan item. The expected start date and expected end date cannot be modified on an approved plan item for which a frequency has been specified.

If a case worker needs to cancel a plan item due to a situation in which the participant no longer needs to avail of the service, the outcome of the plan can be set to canceled or the plan item can be deleted. The cancellation of the service plan item will result in the automatic cancellation of all related service authorization line items.