Installations are performed by technicians to install program-distributed equipment for consumers. After adding the installation, you will need to add costs related to the installation.

Eligible Expenses for Costs related to Installations can be found in the Reimbursement Request Filing Instructions or in Eligible Expenses for the Centralized Database.

Search for an Installation

  1. In the navigation panel, select Services, then Installation.

  2. Enter search criteria into one or more of the fields. The list of installations will filter based on your criteria.

Add an Installation

  1. In the navigation panel, select Services, then Installation.

  2. Select + New to add a new installation.

    Blue button that reads plus new
  3. In the New Installation pop-up window:

    1. Select the name of an existing consumer or select + New Consumer from the drop-down box to create a new consumer. See Consumers for more information on creating a new consumer. The State Program field will automatically populate.

    2. Select the name of an existing technician or select + New Technician from the drop-down box to create a new technician. See Technicians for more information on creating a new technician.

    3. Enter the the date the installation was requested.

    4. Enter the date the installation was performed.

    5. If needed, check Update equipment(s) date received. This is for equipment that was previously submitted on a reimbursement claim. An equipment item is not editable after it has been submitted and approved on a reimbursement claim. Using this toggle is the only way to edit the date received so that the promptness of service calculation in the semi-annual report is more accurate.

    6. To add costs when finished, select Add cost after saving. See Costs for more information on how to add costs.

      New installation pop-up with consumer name drop-down on the top left and state program drop-down in the top right.  Technician drop down is below consumer name.  Date requested is below technician and date performed is to the right of date requested.  Below date requested is a toggle for update equipment date received. to the right of that is a toggle for add cost after saving.  In the bottom left are the Back and Next buttons. In the bottom right are the Save and Cancel buttons.
    7. Select Next, and then select one or more equipment items or select +New Equipment from the drop-down box to create a new equipment item. See Equipment for more information on creating a new equipment item.

      New Installation pop-up with an equipment drop-down box.  Buttons for back and Next are on the bottom left and buttons for Save and Cancel are on the bottom right.
  4. Select Save.

Edit an Installation

  1. In the navigation panel, select Services, then Installation.

  2. Select the Edit icon (green pencil and paper) next to the installation you want to modify.

  3. In the Edit Installation pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.

    Edit installation pop-up with consumer name drop-down on the top left and state program drop-down in the top right.  Technician drop down is below consumer name.  Date requested is below technician and date performed is to the right of date requested..  In the bottom left are the Back and Next buttons. In the bottom right are the Save and Cancel buttons
  4. Select Save.

OR

  1. In the navigation panel, select Services, then Installation.

  2. Select the View icon (blue eye) next to the installation you want to edit.

    View icon (blue eye)
  3. On the Details tab, select Edit.

    Installation details page with details tab highlighted and costs, consumer, equipment, technician, notes and attachment tabs in top left.  Status, consumer, technician, date requested, date performed, and state program on left.  Edit button is on bottom right and highlighted in a red box.
  4. In the Edit Installation pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.

    Edit installation pop-up with consumer name drop-down on the top left and state program drop-down in the top right.  Technician drop down is below consumer name.  Date requested is below technician and date performed is to the right of date requested.  Below date requested is a toggle for update equipment date received. In the bottom left are the Back and Next buttons. In the bottom right are the Save and Cancel buttons
  5. Select Save.

  6. On the Costs tab, select the Edit icon (green pencil and paper) next to the line item you want to modify. See Costs for more information on how to edit costs.

    Installation costs screen with installation labor, instructional material, auxiliary aid, and other expenses.  Line items are listed across the bottom with description, category, time, cost, page number and icons to attach, edit and delete.  The edit icon is highlighted with a red box.
  7. In the Edit Costs pop-up window, edit the information in the fields as applicable.

    Edit cost pop-up with time in hours at the top, to the left activity type id locked as installation, to the right there is a drop-down box for category, below activity type is documentation page number, to the right of documentation page number is cost Below cost id description.  In the bottom right are the Save and cancel buttons. .
  8. Select Save.

  9. On the Consumer tab, select Edit.

    Installation consumer page with consumer tab highlighted in the top left.   Consumer fill name, date of birth, email, phone, custom ID, program status, current status, state program, details, and address are on the left.  On the bottom right are buttons for Transfer and Edit.  The edit button is highlighted with a red box.
  10. In the Edit Consumer pop-up window, edit the information in the fields as applicable. Use the Next and Back buttons to navigate between fields.

    Edit consumer pop-up with basic info for the consumer including first name, to the right of that middle name, to the right is last name, below first name is date of birth, to the right of date of birth is phone, below phone is a box to check if the consumer has no phone, to the right of phone is email, below date of birth is program status, below program status are fields for full address. In the bottom left are buttons for Back and Next. Next is red. On the bottom right are buttons for Save and Cancel.
  11. Select Save.

  12. On the Equipment tab, select the Edit icon (green pencil and paper) next to the equipment you want to modify.

    Installation equipment page, with equipment tab highlighted at the top.  Equipment name, date requested, date received, consumer, state program, total cost, and icons to view, edit, return and delete are across the middle.  The edit icon is highlighted in a red box.
  13. In the Edit Equipment pop-up window, edit the information in the fields as applicable.

    Edit equipment pop-up with equipment name drop-down in the upper left, serial number to the right, brand below equipment name, function drop-down below serial number, equipment is inventory checkbox below brand, equipment is a device checkbox below function, drop-down for consumer name below inventory, state program below device, date of need assessment below consumer, date received below state program, add cost after savings toggle below date of need, button for Save and Cancel in bottom right
  14. Select Save.

  15. On the Technician tab, select Edit.

    Installation technicians page with technician tab highlighted, Technician name, company, entity name, and details to the right.  Large green edit button which is highlighted with a red box in the bottom right.
  16. In the Edit Technician pop-up window, edit the information in the fields as applicable.

    Edit technician pop-up with first name on top right, middle name to the right of first name, and last name to the right of middle name.  Company is underneath first name and entity is to the right of company.  On the bottom right are the buttons for Save and Cancel.
  17. Select Save.

  18. On the Notes tab, select Edit next to the note you want to modify.

    Installation notes page with notes tab highlighted in upper left.  Across the top is a notes search bar and a plus new button in the top right.  Below the search bar to the left is the body of a note with the date, time and who created the notes.  Below the search bar to the left are the words edit and delete.  The word edit is highlighted in a red box.
  19. In the Edit Installation Note pop-up window, edit the information in the fields as applicable. See Notes for more information on how to edit notes.

    Edit installation note pop-up.  Label text field on top and below that note content text field.  Save and Cancel buttons on the bottom right.
  20. Select Save.

Delete an Installation

  1. In the navigation panel, select Services, then Installation.

  2. Select the Delete icon (red trash can) next to the installation you want to delete.

    Delete icon (red trash can)
  3. On the delete prompt, select Yes.

You may also want to add a Note, Attachment, or Cost to your data.