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ISSNY Reporting and Investigations: Guidance for Participants and Families

Participant and Circle Resources

Ask Kelly! Your Portal AI Assistant

Portal Basics

ISS' Portal AI Assistant Kelly went live in April 2026.  Kelly is ISS' chat bot and she is available 24/7 to answer your questions on the Portal. Who has access to Kelly? All Portal users have access to Kelly once they are logged in. How do you access Kelly...

Self-Directed Service Termination/Transfer Form

Broker Resources

Accessing and Submitting Portal Forms

Forms

Accessing Portal Forms Via the Portal Forms are available on the Portal and located on the homepage upon login. They are accessible from the Forms widget. Click on the form you would like to submit, and it will open the form in a new window. Once the form is...

Submitting Monthly Summary Notes with ISS' AI Summary Helper

Participant and Circle Resources Monthly Summary Notes

Monthly Summary Notes act as progress indicators of the work being done as part of a participant's Staff Action Plan. The MSN widget on the Portal home page shows any Monthly Summary Notes that are ready to be completed.  The new MSN process brings the month'...

CAS and CANS Assessment Information

Participant and Circle Resources

CAS (Coordinated Assessment System) and CANS (Child and Adolescent Needs and Strengths) are functional needs assessment tools used by the Office for People With Developmental Disabilities (OPWDD) to evaluate service eligibility, plan care, and determine approp...