aesuniversity program setup page refresher

28
Adsystech, Inc. AESuniversity Program Setup Page Refresher

Upload: lydie

Post on 22-Feb-2016

52 views

Category:

Documents


0 download

DESCRIPTION

AESuniversity Program Setup Page Refresher. What is required? What comes from Web Tool Program Requirements Activity Requirements Questions & Answers. Program Setup Page. Session Outline:. Session Overview. Session Goals: - PowerPoint PPT Presentation

TRANSCRIPT

Page 1: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

AESuniversity Program Setup Page

Refresher

Page 2: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

What is required?What comes from Web ToolProgram RequirementsActivity RequirementsQuestions & Answers

Session Outline:

2

Program Setup Page

Page 3: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Session Overview

Session Goals:This session will cover the requirements for setting up Programs, Components and Activities using the Program Setup page.Importance:Many reports have requirements for Programs and Activity setup; if items are not set up correctly, the report may not produce accurate information. Some fields do not need to be filled in if the specific report is not used by that Program.

3

Page 4: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Terms and Definitions:• Program is a program within the Organization (Transitional

Housing, Emergency Assistance); it will include one or more Program Components, Milestones and Activities

• Program Component – A sub level of a Program with a more narrowly focused process; it includes unique Activities and Milestones

• Staff Activities – Staff performed services to assist clients in completing milestones (case management, assessment, home visit)

• Activity Type – Determines on which page the Activity will be recorded

• Standard Name – organize Staff Activities into Standard Categories for reporting purposes or for billing functions

• Milestone – Interim Client results or Outcomes; they are often linked to Statewide or Funder Investor Goals and Performance Measures

4

Page 5: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Program Section• Programs are created in Security Manager or

with the Program Development Tool• Both Active and De-activated Programs appear

on this page• Questions Codes are created here for questions to

appear on Entry page– Questions are created on the Question Template page– Central Intake program questions appear on Central Intake

Profile/Eligibility page• Standard Name is required for some Programs• Active checkbox will show status, but cannot be

changed here• Auto Create = Swipe Cards may enroll Client into

Program as well as record services

5

Page 6: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Program sectionProgram Setup: 1.Use checkbox to view

only Active Programs2.All Programs show in

Grid3.Buttons open popup

windows to supply additional setup details

4.Question Code determines questions that will appear on Entry page

1

23

6

4

Page 7: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Program Details • Category can be used for Rules, Reports• Auto Create Mode determines who will be entered into

Program– Individual, Household, Family

• Focus Code determines who will be counted in Snapshot and on specific Reports

• Program Start & End Date determine Program dates• Target Population can be used for Rules, Reports• Project Name & Program Description required for APR• Duration is used with Closeout Mode• Poverty Level Type determines poverty calculations• GEO Code fills in automatically• Comments for your own use

7

Page 8: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Details popup window

1

2

3

Details setup:1.Top section• Auto Create Mode • Focus Code• Start & End Dates

2.Closeout Mode & Date3.Referral Categories and

Contacts4.Use PREV or NEXT

buttons to scroll to other Programs

8

4

Page 9: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Details: Closeout Mode

• Exit = Client will be exited from Program on Closeout Date

• OnGoing = Client will continue in the Program on Closeout Date– Their application is pushed to new

Operation Year• Nightly job finds Clients; needs to

be set up by Tech Support

9

Page 10: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Closeout Mode Take 2

• Job finds Program with today’s Closeout Date• Finds Program Start & End Date

– If Closeout Date is same as End Date, job will run– If Closeout Date is earlier than End Date, job will not

run• Finds all applications tied to the Program• Uses Year of Closeout Date to determine Operation

Year of applications• Finds all applications with that Operation Year• If Exit – exits those client applications• If OnGoing – keeps client in Program, changes

Client Operation Year to new year

10

Page 11: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Details: Categories for Referrals

• Only required for internal referrals• Categories and STDNames must be

created first in System Library• Link all categories that should be used

with this Program for possible referrals–When Users select this Category for a

referral, this Program will be a choice–Multiple Categories may be linked to a

Program

11

Page 12: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Details: Contacts for Referrals

• Only required for internal referrals• Link all Contacts that should be

used with this Program for possible referrals–Multiple Contacts may be linked to a

Program• All Location/Contact combination

created on Locations page will show here

12

Page 13: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Program – Location Link window

• Locations must be linked to a Program for HMIS Programs and Head Start

• For HMIS only – a Location may be linked to only one Program

• Popup window will show all Locations created for Agency

13

Page 14: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Locations popup windowLink Locations to Program: • Use button to

open popup1.All Locations

appear in Grid2.Use Right

arrow to link Location to active Program

3.Locations linked to selected Program appear here

1

2

14

3

For HMIS Programs: • Locations may be linked to

only ONE Program• A Program may have multiple

Locations

Page 15: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

HUD Parameters window• Required for HMIS Programs doing AHAR report• Dates required only if multiple records exist

– Dates cannot overlap• Program Type Code determines Program type• Tracking Method

– Program entry & exit date comparison counts 1 stay for each night between dates

– Bed Management Model – counts bed services• Target Population A determines Family or Individual

Bed type– Will also set Focus Code

• Target Population B – DV, HIV, VET, NA• Direct Service Code - Yes

15

Page 16: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

HUD ParametersSet HUD Parameters: • Use button to open

popup window1.Dates only required if

multiple records exist2.Tracking Method

determines how bed nights are counted

3.Target Population A determines Individual or Family Bed Type

16

1

32

Page 17: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Program Components

• Each Program must have at least one Program Component

• Some Program Components have required Standard Name

• Auto Create checkbox = Component will be created automatically when Client is entered into Program

• Active = Component will appear in dropdown on Services page

• Component may be deleted only when no Activities exist

17

Page 18: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Program Components

12

Create Program Components: • Every Program must

have a Program Component

1.Use Auto Create to have Component created automatically at Entry

2.Components may be deleted only when no Activities exist

18

Program Component will not be generated for Client unless there are current Milestones

Page 19: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Activity Required Fields

4 required fields:• Activity Name is what Uses will see in Activity

dropdown• Activity Type determines on which page Activity

appears– Service, Case, Profile, Session, Bed, etc.

• Standard Name organizes Activities into categories for reporting purposes– HMIS Programs have HUD Data Standards– Head Start has specific requirements

• Funding Code determines which Contract(s) pay for Activity

19

Page 20: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Activity Types

• Service = Services page • Case = Case Notes page • Sessions = Sessions page• Profile = Profile (Activity Detail, Additional Questions)• Encounter = Encounter Entry Log page• Energy = Energy page and HPRP page• Bed= Bed Assignments page• Class, EnrollProfile, Health Screening,

HealthTreatment, HSFamilyServices, Permission, Other = Head Start pages

20

Page 21: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Activities

1 2

Creating Activities: • Blue Fields are

required1. Activity Name2.Activity Type3.Standard Name4.Funding Code

21

34

Page 22: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Activity Fields• Units = default value (User may change) and Unit Type that

appears for Activity (Unit, Minute, Day, Cost)• Unit Cost = cost for unit of Activity• Question Code = set of questions that appear for Profile Activity

– Questions are created on Question Template page, but Code must be entered or selected here first

• Billing = YES indicates it will use billing module & batch process• Estimated Time = default time when scheduling Activity in

Resource Manager• Client Daily Limit = maximum activities Client may receive when

using Swipe Card• Daily Limit = maximum activities that can be provided by the

Program in one day when using Swipe Card• Category = used for Reports (NPI); values must match Performance

Measure Index (6.2A, 6.2B, etc.)• Complete = will cause linked Milestone to change Status to

Complete when recorded for a Client

22

Page 23: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Activity Checkboxes • Active = will be available in dropdown• Auto Create = created automatically for

Client when Program Component is created• Swipe = can be used on Swipe page

– Can be turned on/off on Swipe page by User• Scan = will be included on Smart Form for

Daily Services• Show in RSM = will appear in Queue to be

scheduled in Resource Manager• Kit/Bed = this Activity should count as Bed

Activity

23

Page 24: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Activity buttons

• Add Referral Activity = creates an Activity for Referral page from existing Activity– This will appear in Activity dropdown in Service

Location window on Referral pages when referring to this Program

• Schedule Session = active only when Type = Session and Auto Create is checked– Allows an Activity to be scheduled on a recurring

basis for all new Clients in Program• Delete = Activity can be deleted only if it

has not been recorded for any Client

24

Page 25: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Setting up Referral Activity

1

Set up Referral Activity:• Select the Activity to

use For Referrals in the Activity Grid

• Click ADD REFERRAL ACTIVITY button

1.Activity Name and Standard Name appear automatically and are the same as the original Activity

2.Activity Type = Referral3.Select Funding Code

25

2

3

YES will appear in Has Referral? column after the

Activity is created

Page 26: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Setting up Auto schedule– Take 3

1

Set up Activity TypeFor any new or existing Services:1.Activity Type =

SESSION2.Check Auto Create3.Click Schedule Session

buttonIn the popup window:4. Select Frequency5.Start and End Dates

•Select Days of Week6.Click UPDATE

SCHEDULE

26

32

6

54

An overnight job must be scheduled by tech support

Page 27: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Additional Activity Requirements

• Activity appears in Encounter if– Program Component has SN = Encounter– Activity has AT = Encounter and SN = Encounter

• Activity appears in Resource Manager if– Activity has SHOW IN RSM checked– Estimated time is entered

• Activity appears on HPRP pages or Energy page if– Activity AT = Energy– If using Billing Module, Billing = Yes

• Activity appears on Referral Services Location window if– Program is linked to Category/STDName in Details– Program is linked to Location/Contact in Details with appropriate Consent– Referral Activity is created using ADD REFERRAL ACTIVITY button

• Activity with Unit Type = Cost– Adds Service End Date as a Service field– Calculates Total Cost (# Units * Unit Cost from setup)

27

Page 28: AESuniversity  Program Setup Page Refresher

Adsystech, Inc.

Questions & Answers