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Standard Documentation Forms

Operational Forms

Last Updated: September 24, 2024

All documents are in PDF format. PDF 

 

ADMINISTRATIVE

POSTING DATE
Change of Information/RAU Transfer Form February 29, 2024
Change of Information/ RAU Transfer Form - INSTRUCTIONS June 2, 2022
Practitioner Confirmation Form new February 20, 2025
Practitioner Confirmation Form Instructions new February 20, 2025
Prior Approval for E-A Services PCF new March 5, 2025
   

AT/AUDIOLOGICAL

POSTING DATE

Clarification of Process for Identifying and Accessing Assistive Technology Service

Original posting date: July 1, 2017 - REVISION DATE: February 15, 2022.

May 8, 2023

AT Equipment Loan Agreement February 29, 2024
Assistive Technology, Audiological Services and Interpreter Service Authorization Request Form February 29, 2024
Assistive Technology, Audiological Services and Interpreter Service Authorization Request Form - SAMPLE June 17, 2024
Assistive Technology Assessment Form February 29, 2024
Assistive Technology Service Authorization Checklist June 17, 2024
   

COMMUNICATION LOGS

POSTING DATE
Correspondence/Phone Contact Log May 29, 2024
Missed Appointment Documentation February 29, 2024
WVBTT Prescreen for COVID-19 February 29, 2024
   

IFSP

POSTING DATE
Authorization for Team Units and Documentation of Transition Conference Form May 29, 2024
Authorization for Team Units and Documentation of Transition Conference Form - INSTRUCTIONS October 14, 2022
IFSP - Individualized Family Service Plan new February 19, 2025
Individualized Family Service Plan INSTRUCTIONS November 10, 2022
IFSP - Additional Page February 29, 2024
IFSP Child Outcome - Additional page new
IFSP Child Outcomes in Child Care Routines - Additional page new
February 18, 2025
February 18, 2025
IFSP Family Outcome - Additional Page February 29, 2024
IFSP Review new
January 21, 2025
Teaming Activity Note
February 29, 2024
Teaming Activity Note - INSTRUCTIONS  
COSF-Decision Tree For Summary Rating Discussions
March 5, 2025
2.0 Definition of Developmental Delay new
May 1, 2025
   

INTERVENTION ACTIVITY NOTES

POSTING DATE
Intervention Activity Note February 29, 2024
Intervention Activity Note - Instructions October 5, 2022
   

RECORD REQUESTS

POSTING DATE
Service Coordinator Request to Release Child Records February 29, 2024
   

REFERRAL/INTAKE

POSTING DATE
General Referral Form for WVBTT March 13, 2025
   

SERVICE COORDINATION ACTIVITY NOTES

POSTING DATE
Service Coordination Activity Note October 13, 2022
Service Coordination Activity Note - INSTRUCTIONS October 5, 2022

 

TRANSITION

POSTING DATE
EXIT- Child Outcome Summary Form (COSF) new January 28, 2025
EXIT- Child Outcome Summary Form (COSF) - INSTRUCTIONS

June 8, 2022

Transition Checklist February2 9, 2024
Transition/Exit Form February 29, 2024
Transition/Exit Form - INSTRUCTIONS June 2, 2022
Transition Plan February 29, 2024
WV Birth to Three Transition Summary Update February 29, 2024
   

OSC/ISC RESOURCES

POSTING DATE
Assistive Technology-DME Vendors Listing July 7, 2023
Audiological Service Providers Listing February 8, 2024
Daily Family Routines Handout February 29, 2024
Documentation Submission Chart August 4, 2022
Parent Letter of Request for Part B Services  
Procedural Safeguards Notice June 2, 2022
Procedural Safeguards Notice - Spanish June 2, 2022
State Complaint Brochure August 8, 2024
State Complaint Form July 17, 2024
The Components of Functional, Meaningful Child Outcomes June 2, 2022
Transition Cheat Sheet June 2, 2022
Transition Resource Information
June 2, 2022
Vision Service Providers Listing July 7, 2023
   

ADDITIONAL FORMS

POSTING DATE
Application for Over-Ride of Denied Claim June 2, 2022
WV BTT Request for Forms/Brochures December 16, 2024
SSA-DDS Contact Form Febraury 29, 2024