lling and Reporting System)
Notes:
This document is a training document that references and summarizes Section 4
of the SDI manual. Similar functionality, non-primary functionality and
comprehensive explanations have been omitted. Refer to Section 4 of the
manual for a complete description.
Section numbers in the training document refer to the FY07 SDI Policies and
User Manual.
There are many existing client records in the training data that are available for
training purposes. You may select and alter any of these client records at any
time.
Access to the Training Provider is available to all SIEBRS users. Select
Maintenance | Training Provider to access the training area and Maintenance
| Exit Training Provider to return to the production area.
Status and error messages appear at the top of the page immediately below the
page header. Check for an error message if you encounter an unexpected
result.

For training purposes, most tasks in this document begin and end from the
SIEBRS Main Menu. There are many hyperlinked shortcuts in the page headers
that will make navigation more efficient.
SIEBRS commands execute functions rather than load static pages. Use of the
browsers back button is efficient and recommended, but may result in
unexpected error messages associated with the re-execution of a previously
executed command. These messages can generally be disregarded.
Accessing SIEBRS
(Section 4.6 Accessing SIEBRS)
1. Open the web browser
2. Enter https://siebrs.tdh.state.tx.us in the URL address line
3. Accept the SSL certificate
4. Select
5. Enter the assigned user identifier and password User identifiers and passwords are case sensitive
1 Screening a Household
(Section 4.7 Screening)
1. Select
from the SIEBRS Main Menu
2. Select
(4.7.2) A comprehensive view of the Household page is available as an
attachment to this document
3. Select
(4.7.4)
4. Create a new client and save using Client names must be entered in LAST,FIRST MIDDLE format The Patient Identifier is an optional field for contractor use Dates may be entered with or without forward slashes or dashes
08102005 or 08/10/2005 or 08-01-2005 The year must be entered with 4 digits 2005 The SSN must be requested, but is not required (3.4.9) Currency values must be entered in currency format with two
decimal places - 0.00
5. Select
to return to the Household page
6. Select
(4.7.6)
7. Enter part or all of the clients name and select Clients cannot have eligibility in two households. Any current
eligibility must be terminated prior to adding the client.
8. Click on the hyperlinked
to add the client
9. Select
(4.7.8)
10. Set the relationships and save using
11. Select
to return to the Household page
12. Locate the Contact Information section using
(4.7.9)
13. Enter the contact information and save using
The telephone number is not a required entry The mailing address is not required unless it is different than the
home address The Method of Contact is a required entry and is used to create the
recertification list and letters
14. Locate the Household Questions section using
(4.7.10)
15. Enter a response to the questions and select Check all of the associated check boxes except Citizenship to view
all of the available options
16. Associate the clients and responses and save using
17. Select
to return to the Household page
18. Locate the
hyperlink in the page header or the
Screen Household button using
(4.7.11)
2
The Screen Household button is at the bottom of the Household
page
19. Select
or The Screening Referral Information page must be printed and
provided to the client If no clients are potentially eligible for SDI services, the
button will be displayed The Notice of Ineligibility page must be printed, signed and
provided to the client
20. Select
(4.7.14)
21. Mark the DocID, DocIncome and Residence fields, verify the eligibility
effective date and then select

(4.7.15) A comprehensive view of the Documentation page is available as
an attachment to this document See sections 3.4.4, 3.4.5 and 3.4.6 of the SDI manual for
information regarding documentation requirements
22. Select
(4.7.17) The Rights and Responsibilities form must be printed, signed and
retained by the contractor (3.3.2)
23. Select the
link on the Rights and Responsibilities page to
make the clients SDI eligible The Letter of Eligibility and/or Notice of Ineligibility page must be
printed, signed and provided to the client You may also use the browsers back button
to return to the
Documentation page and select
to make the clients SDI
eligible (4.7.18)
24. Use the browsers back button
to return to the Documentation page
25. Select
to return to the main menu
Adding Other Eligibility
(Section 4.8 - Eligibility)
1. Select
from the main menu
2. Select
from the eligibility menu (4.8.1)
3. Select
4. Create a new client and save using
5. Select
or
from the page header The Presumptive Eligibility Letter must be printed, signed and
copied. One copy must be provided to the client and the other
retained by the contractor.
3 6. Select
at the top left corner of the page to exit the
letter page
7. Select
to return to the main menu
Terminating Eligibility
(Section 4.8 Eligibility)
1. Select
from the main menu
2. Select
from the eligibility menu (4.8.4)
3. Enter part or all of the clients name and select
4. Click on the hyperlinked
5. Enter the termination reason, termination date and select

6. Select
to return to the main menu Eligibility may also be terminated in the individual client screens
available from the Household Page
Removing a Client from a Household
(Section 4.7 Screening)
1. Access the individual Client screen by selecting the hyperlinked
in the Household Page
2. Terminate any current eligibility for the applicable client in the old
household using the
function at the bottom of the
Client screen
3. Select
at the bottom of the Client screen to
remove the client from the household
4. Create a new household using the
function in the
Household Selection screen
5. Use the
function to move the client into the
new household When a client is deleted from the system or removed from a
household, the old and new households must be re-screened for
continuing SDI eligibility A household includes all persons who occupy a housing unit
regardless of their relationship. Removing a client from a
household will remove any existing address information for that
client
Adding Service and Diagnosis Codes
(Section 4.9 & 4.10 Service & Diagnosis Codes)
(The Service and Diagnosis Codes functions are used to create the
selection menus used in the automated billing entry screens)
4 1. Select
from the main menu (4.9)
2. Enter a search parameter and select The search parameter may be alpha or numeric and must include
at least three characters
3. Click on the hyperlinked service code
4. Enter the customary charge for the service and select SIEBRS reimburses at the lesser of the customary charge or the
maximum Medicaid rate. Customary charge is the fee that a
contractor charges for a specific service to a private pay patient.
5. Select
to return to the main menu
6. Select
from the main menu (4.10)
7. Enter a search parameter and select The search parameter may be alpha or numeric and must include
at least three characters
8. Click on the hyperlinked diagnosis code
9. Select
to return to the main menu
Entering Services Menu Selection
(Section 4.11 Service Entry)
1. Select
from the main menu
2. Enter part or all of the clients name and select
3. Click on the hyperlinked
4. Select
(4.11.2)
5. Enter the date (mm/dd/yyyy) and select a service type The service types available will depend on the contractors funding
sources and the clients eligibility type
6. Hold down the Ctrl key and select two diagnosis entries To select items from a multi-select list box, hold down the Control
key and select each item to be included by clicking on it with the
mouse. Clicking on the same item a second time will deselect that
item. Use the mouse to move the scroll tab up or down to view
other items for selection.
7. Select
8. Select a Contraceptive Method and Level of Practitioner and then select The Contraceptive Method and Level of Practitioner are only
applicable and available to Title X contractors who are billing for
Family Planning services. This information is used to produce the
SDI part of the FPAR report.
9. Hold down the Ctrl key and select three or four services
10. Select
11. Enter a Diag number that corresponds to one of the codes selected
earlier
5 12. Enter a Copayment amount in the copay field
13. Select Editing the entries does not store the services
14. Correct any errors and select Any combination of payable and rejected services may be
submitted
15. Select
to return to the service entry function screen
Entering Services - Manually
(Section 4.11 Service Entry)
1. Select
(4.11.3)
2. Enter the date (mm/dd/yyyy) and select a service type Use Prenatal for this exercise
3. Select a Contraceptive Method and Level of Practitioner
4. Enter a diagnosis code and one or more service codes Use V221 (normal pregnancy) as the diagnosis and 99213 (office
visit) and 81025 (pregnancy test) as the services delivered for this
exercise
5. Enter a copayment amount in the copay field
6. Select
7. Correct any errors and select
8. Select
to return to the serv