Re-refer the individual to the proper WIPA project within two business days. Referral rejected Attempt contact with beneficiary No additional action at this point. Reject the referral in ETO and – Enrolled with within 5 business days. select reason as: ‘Already ‘Already WIPA’ project Enrolled with WIPA’ Referral rejected ONLY select as a rejection Email the WIPA to confirm the reason – ‘Other’ reason if the beneficiary is active in for selecting as a rejection ‘Other’ ‘Other’ BOND. reason. Send an email explaining this to Note the iTOPSS record, or re-refer as appropriate based on reason given for rejecting as ‘Other’. Quick Reference Guide Handling Referral Issues – Table 2: Quick Reference Guide - Handling Referral Issues Handling Referral Issues WIPA Action TtW Help Line Action WIPA ETO Steps WIPA unable to connect Remove beneficiary from ETO by Update beneficiary notes in iTOPSS Remove from I&R program by with beneficiary changing last name to to reflect that WIPA has removed changing the beneficiary’s last “Fake”. multiple attempts Contact the TtW Help Line via the beneficiary by changing the last name to “Fake”. email to inform them of the name to Do NOT dismiss! “Fake”. Use email template to situation. TtW Help Line. Note: Beneficiary information included in email includes ONLY: Date of original referral WIPA project name (as in ETO) First name of beneficiary First initial of beneficiary’s last name Reason for removing referred beneficiary from ETO system (unable to contact)
Re-refer the individual to the proper WIPA project within two business days. Referral rejected – ‘Already Enrolled with WIPA’ project Attempt contact with beneficiary within 5 business days. No additional action at this point. Reject the referral in ETO and select reason as: ‘Already Enrolled with WIPA’ Referral rejected – ‘Other’ ONLY select ‘Other’ as a rejection reason if the beneficiary is active in BOND. Send an email explaining this to Email the WIPA to confirm the reason for selecting ‘Other’ as a rejection reason. Note the iTOPSS record, or re-refer as appropriate based on reason given for rejecting as ‘Other’. Quick Reference Guide – Handling Referral Issues Table 2: Quick Reference Guide - Handling Referral Issues Handling Referral Issues WIPA Action TtW Help Line Action WIPA ETO Steps WIPA unable to connect with beneficiary multiple attempts Remove beneficiary from ETO by changing last name to “Fake”. Contact the TtW Help Line via email to inform them of the situation. Use email template to TtW Help Line. Note: Beneficiary information included in email includes ONLY: Date of original referral WIPA project name (as in ETO) First name of beneficiary First initial of beneficiary’s last name Reason for removing referred beneficiary from ETO system (unable to contact) Update beneficiary notes in iTOPSS to reflect that WIPA has removed the beneficiary by changing the last name to “Fake”. Remove from I&R program by changing the beneficiary’s last name to “Fake”. Do NOT dismiss!