Thank You Regional Center Staff!
You play a vital role in the life of the person we mutually support. Through our work, our goal is to help create financial stability for the participants in our program and carry out the mission laid out in their IPP.
In the past, Service Coordinators often provided representative payee services at Regional Centers. Since offering our services, we’ve helped reduce the amount of phone calls and paperwork related to representative payee work on Regional Center staff from many areas. We understand that your caseloads numbers are high and you play many different roles in a client’s life. We hope our work supports you!
Our Portal
Service coordinators registered in our system can utilize our portal, which allows you to view clients under their caseload and relevant information, such as their balance, budget, and more. Common requests or updates like a change of address or disbursement request can also be submitted via the portal. If you’d like to submit a referral for our services, this is done through the portal as well.
*If you are in need of an account or forgot your username/password, please contact us!
Common Interactions Between Service Coordinators and New Leaf
- Disbursement requests and needs evaluations
- Help connecting to other providers in the support team
- Medical reports for Disability Update Reports and Continuing Disability Reviews
- Discussion and advice about the individual’s employment
- Award letter requests and conserved fund balance updates
- Referral and intake assessments
- General benefit guidance
Services Outside of Our Program Design
Unfortunately, there are some tasks that a representative payee cannot assist with, including:
- Managing employment income
- Signing documents on behalf of our clients (except Social Security/Medi-Cal Redeterminations)
- Actively managing or representing healthcare or Medi-Cal benefits (enrollment and disenrollment)
- Claims Representation – Initial benefit applications for SSI or Medi-cal