Provider Upload JCBA Plan Final Draft

The user must be logged in as a Lead Provider or the Lead Issue Provider on the JCBA plan final draft.

 If a JCBA plan needs to be deleted, contact the CTS Coordinator.

The CTS dashboard.

Note: Unapproved JCBA Plans can be edited by the Lead Provider or the Lead Issue Provider.

1. Place the mouse pointer over the CBA Plans Information menu and click the Jurisdictional CBA Plan link.
2. The CBA Plan Information paged displays.

Narrow Display Results

• To narrow the display of jurisdictional CBA plans on the page, select a JCBA Plan Announcement from the drop-down list.  To further narrow the results, select a JCBA Plan Year from the drop-down list.
• Or click the checkbox Select JCBA Plan where I am the Lead Provider or Lead Issue Provider.

3. Locate the JCBA plan in the list; verify the status is Not Received and click the Add JCBA Plan link in the Actions column.
4. The Add New JCBA Plan dialog box displays.

5. Under the CBA Plan Input Type header, click the Upload unapproved JCBA Plan radio button.
6. The JCBA Plan Meeting Date calendar displays.

7. Enter the date that you met with the health department contact (HDC).
8. Click the Proceed button.
9. The Jurisdictional CBA Plan Upload page displays.

Note: The instructions for importing a jurisdictional CBA plan from Excel displays at the top of the page. Click the Show/Hide Instructions button to hide the instructions.

10. The information from the jurisdictional CBA plan auto-populates the fields on the page, as does the JCBA Plan Meeting Date that was entered in the dialog box.
11. Click the Choose File button.

Note: If you are in Internet Explorer the button will see a Browse button and if you are in Microsoft Edge, you will see a Choose File button.

12. The Choose File to Upload window displays.

13. Select a JCBA Plan Excel file and click the Open button.
14. Click the Load Excel file button.
15. The JCBA Plan Details page displays in the background. The CBA Plan Issues message displays in the foreground.
    1. The issues display in the JCBA Plan Issues list.
    2. If Yes is selected, the CBA Plan Documents dialog box displays.
    3. If No is selected, the New JCBA Issue for Announcement #: 18-1802 page displays.

16. Click the Yes button.
17. The CBA Plan Documents message displays. Click the No button.
    1. If Yes is selected, the JCBA Plan Supporting Documents dialog box displays so that supporting documents can be uploaded.
    2. If No is selected, the Confirm dialog box displays.

18. The Confirm message displays.

19. Click the Yes button and then click the OK button.
20. The Confirm dialog box displays.

21. Click the JCBA Plan Dashboard button.
22. The Jurisdictional CBA Plan Information page displays.
23. Click the checkbox for Select JCBA Plan where I am the Lead Provider or Lead Issue Provider to view the JCBA Plan that was just uploaded.  

24. The status is Pending Approval HDC. The link in the Actions column is updated to View/Close Out Issue/Add Activity.