Service agreement navigation

Page posted: 8/3/26

You can press F4 and F5 on different fields in the service agreement to navigate to other areas of MMIS. These function keys allow you to continue working in a service agreement while seeking additional information in MMIS.

Use the F4 key

In a service agreement, F4 allows you to navigate and find information about the person, case manager, reason codes, procedure codes, provider and exception code text.

You can press F4 with the cursor on different fields in the service agreement to navigate to other areas of MMIS while using any action code (i.e., inquiry, add or change).

Go to a screening document

To view a person’s screening document history:

1. Move the cursor to the NEXT text field in the upper left corner.
Note: The cursor must be on the NEXT text field, not in the field that names the “next” screen.

2. Press the F4 key. The selection screen will appear if the person has more than one saved screening document.

3. Type X in front of the line to select the screening document you want to view.

4. Press the transmit key to open a copy of the screening document.

5. Press the transmit key to move from one screen to the next in sequence or enter the name of the screen you wish to view in the NEXT field in the upper left corner.

6. Review the case mix amount field on the ALT4 screen for the monthly dollar amount available for people on Alternative Care (AC), Essential Community Supports (ECS) or Elderly Waiver (EW). MMIS multiples this amount by the number of months included in the service agreement header begin and end dates to establish the total budget or CAP AMT for that service agreement, as shown on the ASA1 screen of the service agreement.

7. Review the CDCS field on the screening document. If the CDCS field is a Y on the screening document, then the amount in the CDCS amount field will be used for the CAP AMT shown on the service agreement on the ASA1 screen for AC and EW.

8. Press F3 (save and exit) or F6 (exit without saving) to go back to the service agreement when you are done.

Go to the recipient subsystem

You can press F4 anywhere on the service agreement to go to the recipient subsystem for the person on the document if you have access to that subsystem in MMIS. To view eligibility information in the recipient subsystem:

1. Press F4 while the cursor is anywhere on any screen to go to the RSUM (recipient summary) screen.

2. Press the transmit key to advance to the next screen in the recipient subsystem or type the name of the screen in NEXT field in the upper left corner and press the transmit key to go directly to that screen.

3. Press F3 (save and exit) or F6 (exit without saving) to go back to the service agreement when you are done.

Go to the provider subsystem

Look up a case manager

To look up a case manager in the provider subsystem from the ASA1 screen:

1. Move the cursor to the provider number following the CM NBR/NAME on the ASA1 screen.

2. Press F4.

3. Press the transmit key to open the PADD screen and identify the lead agency or other agency with which the case manager is associated, as well as their address and phone information.
Note: Pay attention to the telephone number. The case manager’s name and telephone number are on all service agreement letters as method for the person and provider(s) to contact the case manager with questions or concerns.

4. Press F3 (save and exit) or F6 (exit without saving) to go back to the service agreement when you are done.

The provider number and name fields on the line items on the ASA3 screen identify the provider who will receive payment when an authorization is complete and approved.

Look up a provider

To look up a service provider in the provider subsystem:

1. Move the cursor to the provider ID number on the line item(s) on the ASA3 screen.

2. Press F4 to open the provider record in the provider subsystem.

3. Press F3 (save and exit) or F6 (exit without saving) to go back to the service agreement when you are done.

View reason code text

Reason codes add messages to letters for the case manager, provider and/or person receiving services. You can find reason code fields on the ASA2 and ASA3 screens.

The STAT RSN code field is on the ASA2 screen. Messages associated with the reason codes listed in this field are on all service agreement letters to explain the action taken that generated the letter.

There is also a RSN CD field on each line item on the ASA3 screen. Messages associated with the reason codes listed in this field appear only on the letter sent to the specific provider indicated on the line item and to the person.

To view reason code text for either STAT RSN or RSN CD:

1. Move the cursor to the reason code.

2. Press F4 to view the message.

2. Press F3 (save and exit) or F6 (exit without saving) to go back to the service agreement when you are done.

Look up procedure codes

To view information about the service:

1. Move the cursor to the procedure code field.

2. Press F4 to view information and press the transmit key to move to the next screen to find the applicable information:

· First screen: Modifiers, provider types and living arrangements that may be included or excluded. You can find a list of provider types in MMIS LTSS Manual – Work with provider data.

· Second screen: Age range associated with the service. For example, if the line item is child foster care and the person is older than age 18, MMIS will post an exception code.

· Third screen: Programs and begin date that can use this procedure code. You can find the list of service agreement codes for the HCBS programs in MMIS LTSS Manual – Access the service agreement.

3. Press F3 (save and exit) or F6 (exit without saving) to go back to the service agreement when you are done.

Use the F5 key

In a service agreement, you can use the F5 key to open a provider search at the top of the screen or a recipient search at the bottom of the screen. This function can be helpful if you need to review information about another provider or person without leaving the current service agreement. It also can be helpful to look up a provider you are considering for service delivery to verify qualifications and other information. Only county and Tribal Nation staff can use the F5 key.

Look up a provider

To look up a provider:

1. Press F5 with the cursor anywhere on the service agreement to open a screen with a provider search on the top half of the screen.

2. Type the provider’s name.

3. Press F4 to open the provider list screen.

4. Press F7 and F8 to scroll through the list.

5. Type X on the line to select the provider.

6. Press the transmit key to view all screens for that provider.

7. Press F3 (save and exit) or F6 (exit without saving) to go back to the service agreement when you are done.

Look up a person

To look up a person:

1. Press F5 with the cursor anywhere on the service agreement to open a screen with a recipient search on the bottom half of the screen.

2. Type the person’s name.

3. Press F4 to open the recipient selection screen.

4. Press F7 and F8 to scroll through the list.

5. Type X on the line to select the person.

6. Press the transmit key to view all screens for that person.

7. Press F3 (save and exit) or F6 (exit without saving) to go back to the service agreement when you are done.

Additional resources

MMIS LTSS Manual – Access the service agreement
MMIS LTSS Manual – Function keys
MMIS LTSS Manual – Use inquiry in a service agreement
MMIS LTSS Manual – Work with provider data