Simplification of the Certification/Recertification Process with Co-op members:
If a member (or prospective member) schedules an appointment with you for assistance with certification or recertification paperwork, please use the following procedures:
1. Give the member two options:
a. The member can contact the certification department directly and they will assist the member over the phone with the paperwork. The phone number will be on their document.
b. The member can contact the certification department with you on speaker phone from the SC office and they will assist the member and the SC with the paperwork over the phone.
2. If the member chooses to work with you, they must:
a. Become an active client (ie all Intake, Assessment, ISP, Confidentiality and Release forms must be completed).
b. Sign a Consent to Release form specifically permitting you to speak with the CSI Certification Department regarding their certification paperwork. This form must be time limited to 5 days.
c. The SC must fax the Consent to Release form to the CSI Certification Department prior to the phone call.
3. If the member has literacy challenges, the SC is permitted to assist with writing the information down on the certification forms during the phone call with the certification department.
4. The SC may not help the member obtain any of the information requested in the certification process.
5. The SC should be very clear with the member that CSI is the entity that determines eligibility and rental rates.
6. Until further notice, the CSI SCs can not contact the certification department to inquire when their co-op is due for recertification. Sharon is inquiring if this can be an option in the future because she recognizes that when recertification times come due at a co-op that it adds an extra work load for the SCs and that Anne Sackrison has let the members know that the SCs will be available to assist with the recertification process.
Thank you for your assistance.