Adsystech, Inc.

AESuniversityNPI Reporting

Adsystech, Inc.

Session OverviewTerms and DefinitionsWhere It Fits Within MISSetup ProcessUser ProcessQuestions & Answers

NPI Reporting for Local Agencies

Session Outline:

Adsystech, Inc.

Session Overview

Session Goals:This session will cover the basics of setting up your Contracts, Programs, Services and Milestones in order to create a correct NPI Report.Importance:Since the NPI report is generated by Contract, the links between items are critical in order to see the correct data. There is a link between your Milestones, the NPI indicators and the Contract. There is also a link between the Services and the Contract, through the Funding Code. The session will walk attendees through the Set up process and also the User process.

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Terms and Definitions:• Results Oriented Management and Assessment – Mandated

indicators of performance organized by the six national CSBG goals covering programs and activities of CSBG funded agencies

• Six broad anti-poverty goals have been developed as the framework for ROMA:

• Goal 1: Low-income people become more self-sufficient.• Goal 2: The conditions in which low-income people live are improved.• Goal 3: Low-income people own a stake in their community.• Goal 4: Partnerships among supporters and providers of service to

low- income people are achieved.• Goal 5: Agencies increase their capacity to achieve results.• Goal 6: Low-income people, especially vulnerable populations,

achieve their potential by strengthening family and other supportive systems.

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Terms and Definitions:• National Performance Indicator NPI – Mandated indicators of performance organized by the six national

CSBG goals covering programs and activities of CSBG funded agencies

• Performance Measures – Accepted indicators (including NPIs) that can be used to measure service delivery, achievement of outcomes, and success as measured in the three components of Community Action, family, agency and community

• State Office – Designated state office that receives the federal CSBG grant which in turn funds eligible entities

 • Program – A set of services intended to meet a public need (Transitional Housing, Emergency Assistance) • Program Component – A sub-level of a program designated to a narrowly focused service which will result

in achieving one or more outcomes • Activities – Services or interventions provided directly by staff or referral to assist clients in completing

milestones • Milestones – A noteworthy client achievement signifying the completion of a major event or

accomplishment • Outcome Scales – Measurement of progress on a continuum usually associated with progress towards

becoming more self-sufficient 

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Where It Fits Within MIS NPI Report Overview

System Administrator

Investor Goals

Performance Measures

Agency Administrator

Contract & Details

Performance Measure Link and Projection

Funding Code with link to Contract

Services with Funding Code link

Milestone link to Contracted Target Area

Users

Enroll Client in Program

Generate Program Component

Record Service (attached to Milestone)

Record Completion of Milestone

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NPI Report Setup & Linkages

Investor Goal

PerformanceMeasure

Contract Program

- Details ContractNumber

Contracted TargetArea

Funding code

Service Milestone

PerformanceNumber

Program Component

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How the Report is populated

Investor Goals page

Performance Measure page

Contracts page

Service linked to Milestone linked to Performance MeasureMilestone marked Complete

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1. User selects Milestone2. User records Service Client will be counted for

the Performance Measure linked to that Milestone

Milestone Status can be blank or any selection

• Client counts for “Number of Participants Enrolled in Program(s)” or “Number of Individuals Seeking Assistance”

Milestone Status = Complete

• Client is ALSO counted for ”Number of Participants Achieving Outcome in Reporting Period” or “Number of Individuals Receiving Assistance”

Service Date must be within Report Parameter Date Range to be counted

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Investor GoalsSystem Administrator

All NPI Indicators are created here

1.Consent – determines who will have access to this Investor Goal

2.Goal – Report looks for Numbers entered in this field like “1.1”

3.Objective # - Report looks for a Number entered here like “Goal 1”• all associated Performance

Measures will be displayed on report

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Performance MeasuresSystem Administrator

All Performance Measures of selected Investor Goal are created here

1. Index matches NPI indicators, this will appear in popup on Contracts page

2. Performance Measure text will appear on Report and in popup on Contracts page

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Contract – Details & Target LinkAgency Administrator

Contract is active and has current record in Details section

1. Contract Number will be Report Parameter

2. FY Start and End date determine Report Dates

Performance Measure:3. Select a Measure to link4. Enter Title – Use Index

Number5. Enter Performance Projection

• Projection = Number of Participants Expected to Achieve Outcome

• No number = no number on report!

Each Link will have a Target Area # that will help identify it on the Program Targets page• The number is located in the

4th column of the Target Area Grid

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Funding CodeAgency Administrator

1. Funding Code is created for each Contract

2. Select Contract to link in Grid• Each Contract has a

Contract Key# that will be displayed on Agency Listing page

3. Link using down arrow button• Use up arrow to remove

link

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Program Component and ServicesAgency Administrator

1. Program Component is created and active

Service is created for each item to be recorded and is active

2. Activity Type can be Service, Case, Profile, Session or Energy

3. Funding Code links to correct Contract

4. If using automatic Milestone Status updating, enter Complete in complete field• Complete only works

with Activity Type = Service

5. If using Service for 6.2 & 6.5, enter Measure number in Category field

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MilestonesAgency Administrator

1. Correct and current dates are set for Program Component

2. Milestone(s) is created for Program Component and is checked InService

3. Select Contracted Target Area to link in Grid upper right• These are all the links created

on the Contracts page• Description = Contract

Description• Title = Title from Contract

page for Performance Measure• Performance = Measure

wording• Each item also has Target Key#

4. Link using down arrow button5. Grid shows all Contracted

Target Areas linked to selected Milestone

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User Process

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Services Page ProcessUser

1. Client must be entered into Program and Program Component

2. If using multiple milestones, select Milestone before recording Service

3. Record Service• Client counted as Enrolled in

Program • Service Date must be within

Report Parameter Date Range to be counted

• Certain services will have Complete checkbox; User has option of checking box

Check = Milestone Complete; no check = Milestone In Progress

4. Record Milestone Status• This can happen automatically!• Complete = counted as

Achieving Outcome• Must also have Service

recorded and linked to Milestone

• Client with no Service = not counted

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No Check = Milestone Status blank = counted as Enrolled in Program or Seeking Assistance

Check = Milestone Complete = counted as Achieving Outcome or Seeking & Receiving Assistance

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Case Notes Page ProcessUser

Client must be entered into Program and Program Component first

1. Record must be linked to Milestone after SAVE in order for Client to be counted• Multiple Milestones may be

selected, Client will count toward Performance Measure linked to each Milestone selected

• Client will count only for “Number Enrolled”

• To count as Achieved, Milestone must be marked Complete on Services page

Service Date must be within Report Parameter Date Range to be counted

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Profile Page ProcessUser

Client must be entered into Program and Program Component first

1. Record will be counted for Milestone selected• Client will count for “Number

Enrolled”• To count as Achieved,

Milestone must be marked Complete on Services page

Service Date must be within Report Parameter Date Range to be counted

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Sessions Page ProcessUser

Client must be entered into Program and Program Component first

1. After recording Session Activity, Milestone must be selected or Client(s) will not count on NPI• Make sure all Clients are

selected first before updating Milestone

2. Milestone Status can be changed here, too• Status does NOT have to be

selected Service Date must be within

Report Parameter Date Range to be counted

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Energy Page ProcessUser

Client must be entered into Program first

1. Client will be entered into Program Component

2. Milestone and Service are selected

After Client payment is approved, batched and paid, a job will run that will automatically count the Milestone as COMPLETE

Client will then be counted on report as both Enrolled in Program and Achieving Outcome or both Seeking Assistance and Receiving Assistance

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Agency NPI Page ProcessUser/Program Director

Top area is for searching1. Create a Project

• Link to Contract• Link to NPI

2. Enter Target• This will be added to any

amount on Contract page3. Enter Quarterly figures Figures will be added

together and will count as both Enrolled in Program and Achieving Outcome or both Seeking Assistance and Receiving Assistance

Target must already be linked to Contract in order to appear here

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Questions & Answers