4.6.3  Transferring Formal Assessments

When an individual applies for W-2, the W-2 agency should confirm if the individual received W-2 in the past. If the individual received W-2 in the past, the W-2 agency must check the WWP 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 the following information from the previously assigned W-2 agency:

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

2.             Any copies of additional information and assessments greater than 1 year that were used to determine how the participant was last served by the previously assigned W-2 agency.

If the information is scanned into ECF, the W-2 agency must obtain the information from ECF.

If the information is not scanned into ECF, the W-2 agency must contact the previously assigned W-2 agency and request formal assessments and treatment notes from the prior W-2 Agency.  

The previously assigned W-2 agency is required to provide all copies of requested documentation to the W-2 agency so that it is received within 7 working days. The requested documentation must be scanned into ECF using the WPM code or sent by US mail or other delivery services with tracking or through a courier.  Copies of confidential documents cannot be faxed or emailed.

Any case that is transferred within Milwaukee or reapplies for W-2 in the balance of state may only satisfy the formal assessment requirement for a W-2 T placement if the formal assessment for the stated barrier/disability was completed in the 12 months prior to the agency transfer or new application.  If it was not 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 19-02; Release 18-04.