the product/service was received. An example is maybe a client needs to attend a conference that is related to their vocational goal but payment is needed with the registration form. 2) Case manager obtains a pro forma invoice (an advance invoice) from the vendor which is simply a statement with their rates for the product or service. 3) Case manager authorizes the product/service based on these rates and submits the white and yellow copies of the authorization to accounting with a pro forma invoice. 4) Accounting pays the authorization before the service is delivered. 5) Case manager initials, dates, and submits the goldenrod copy of the authorization after confirming that the client received the product/service. Procedures for Purchases & Payments for Services to Groups Client Related Purchases: IV. “Service to Groups” or Donations funds Authorization to clients open in VR, ILOB, or IL Part B should all be done in the agency’s automated case management system, pulling the type of money that matches the program in which the client is being served. The automated case management system must tie authorizations and payments to specific clients with open cases. The following types of money are not done within the automated case management system. “Services to Groups” for open VR, ILOB, or IL Part B cases
the product/service was received. An example is maybe a client needs to attend a conference that is related to their vocational goal but payment is needed with the registration form. 2) Case manager obtains a pro forma invoice (an advance invoice) from the vendor which is simply a statement with their rates for the product or service. 3) Case manager authorizes the product/service based on these rates and submits the white and yellow copies of the authorization to accounting with a pro forma invoice. 4) Accounting pays the authorization before the service is delivered. 5) Case manager initials, dates, and submits the goldenrod copy of the authorization after confirming that the client received the product/service. Procedures for Purchases & Payments for Services to Groups Client Related Purchases: IV. “Service to Groups” or Donations funds Authorization to clients open in VR, ILOB, or IL Part B should all be done in the agency’s automated case management system, pulling the type of money that matches the program in which the client is being served. The automated case management system must tie authorizations and payments to specific clients with open cases. The following types of money are not done within the automated case management system. “Services to Groups” for open VR, ILOB, or IL Part B cases
VR-%20Policy%20Manual%20August%202012.docx