Changing professional verification requirement for a Paratransit Eligibility Case

Professional Verification (PV) helps validate whether a client's stated condition qualify them for ADA Paratransit Services. In GetGoing Cloud, the PV process is designed to maintain integrity by preventing determinations or case completion until either a PV is properly processed or explicitly marked as not required.

Setting up Professional Verification requirements

You can make a PV required in two ways:

Method 1: During the Interview

At the final step of the interview process, you can indicate that a PV is required:

Method 2: Using Case Notes

1. Create a new Note
2. Select the "PV status change" workflow
3. Choose "required" status

Once set, you'll see:

1. A banner at the top of the case view
2. Updated status in the "Case summary" box

Processing Cases with required PV

When a PV is required, you must complete two steps before creating a determination:

Step 1: Add the Professional Verification:

1. Click the "Actions" button
2. Select "Add Professional Verification"

Step 2: Mark the PV as Received

1. Create a new note with "PV status change" workflow
2. Select "received" status

After completing these steps:

1. The PV info banner will disappear
2. The case's PV status will update
3. The "Add determination" option will become available

Canceling PV requirements

If you determine that a previously required PV is no longer needed:

1. Create a new Note
2. Select the "PV status change" workflow
3. Choose "cancelled" status

This action removes the PV requirement from the case, allowing you to proceed with the determination process.