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 First name of beneficiary First initial of beneficiary’s last name Reason for removing referred beneficiary from ETO system (services declined) Referral accepted, Contact the beneficiary and Refer the beneficiary to the correct Remove from I&R program by discovered that beneficiary request their approval to contact WIPA project within two business changing the beneficiary’s last is out of service area TtW Help Line, so that they may be days of contact from the WIPA name to “Fake”. referred to the appropriate WIPA Contact the beneficiary to inform project them of this action. Remove beneficiary from ETO by Email the WIPA project to advise changing last name to them that a corrected referral “Fake”. Contact the TtW Help Line via action is complete. email Beneficiary information Note: to inform them of the situation included in email includes ONLY: Use email template to TtW Help Date of original referral Line First name of beneficiary Note: Beneficiary information initial of beneficiary’s last included in email includes ONLY: name Date of original referral Name of TtW Help Line WIPA project name specialist First name of beneficiary First initial of beneficiary’s last name Reason for removing referred beneficiary from ETO system
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 First name of beneficiary First initial of beneficiary’s last name Reason for removing referred beneficiary from ETO system (services declined) Referral accepted, discovered that beneficiary is out of service area Contact the beneficiary and request their approval to contact TtW Help Line, so that they may be referred to the appropriate WIPA project 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 First name of beneficiary First initial of beneficiary’s last name Reason for removing referred beneficiary from ETO system Refer the beneficiary to the correct WIPA project within two business days of contact from the WIPA Contact the beneficiary to inform them of this action. Email the WIPA project to advise them that a corrected referral action is complete. Note: Beneficiary information included in email includes ONLY: Date of original referral First name of beneficiary initial of beneficiary’s last name Name of TtW Help Line specialist Remove from I&R program by changing the beneficiary’s last name to “Fake”.
TtW%20Helpline%20-%20WIPA%20Referral%20Quick%20Reference%20Guide%202017_revised%208.2017.docx