4.6.2  Transferring Formal Assessments

When processing a newly transferred case, the receiving W-2 agency must check the WWPWisconsin Work Programs Participant Barriers page to see if any formal assessments were completed during a prior W-2 episode. If so, the W-2 agency must obtain copies of the following information from the previously assigned W-2 agency:

1.             All formal assessments and treatment notes from the past 12 calendar months; and

2.             Any additional information and assessments, regardless of age, that were used to determine how the participant was last served by the previously assigned W-2 agency.

The previously assigned W-2 agency is required to provide all copies of requested documentation to the requesting W-2 agency so that it is received within seven working days.

Copies of confidential documents cannot be faxed or emailed. The requested documentation must be:

·        Scanned into ECF using the WPM code;

·        Sent by US mail or other delivery services with tracking; or

·        Sent through a courier service.

A formal assessment from a transferred case may only satisfy the formal assessment requirement for a W-2 TW-2 Transition placement if the formal assessment for the stated barrier/disability was completed within the 12 months prior to the agency transfer.

If the formal assessment for the stated barrier/disability was not completed within the 12 months prior, the new W-2 agency will need to request that a new formal assessment be completed within 30 days of making a new W-2 T placement. (See 5.5.1.1)

History: Release 25-01; Release 24-13; Release 19-02; Release 18-04.