4_E2C2 Section4_Prog..
Contents
1. Cost Total per Unit Cost Unit Deem Total Deem Lbl Deem Saving 1 87 1 87 35 KWH 0 29 0 KWH 1 85 0 KWH 1 25 KWH 1 25 KWH 5 00 KWH 2 00 KWH 37 00 KWH 5 15 KWH 18 60 37 20 KWH 5 00 KWH 8 00 KWH 5 00 KWH 3 99 KWH 4 00 KWH 0 20 KWH 3 99 KWH 1 69 KWH 2 29 24 00 0 50 6 25 3 00 1 00 0 75 1 50 0 25 0 38 65 00 100 00 100 00 12 36 27 50 14 15 0 98 13 40 16 60 36 30 1 00 36 00 2 94 14 00 51 00 Total 57 35 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 3 The Household Transactions Summary screen will re appear with the WX Kit Components displayed Using this screen the intake worker user should confirm the information prior to proceeding reference figure 4 11C Household Transactions Summary Program Name LCHHS E2C2 LAN EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Client Enrolled click client to view enrollment summary STEVE ESTES 03 01 2008 ELIZABETH ESTES 03 01 2008 I amp R Transactions click category to edit Start Received Category Date mm dd yyyy Case Management 8 Add TBR Transaction Kit Components click component name to edit Received Units Installed Units Total Total Component Name Date Recvd Date Instld Cost Deem AERATOR 03 01 2008 1 1 872. Program Enrollment Summary Program Name LCHHS E2Cz LAN EECC Enrollment Date 03 01 2008 Client s name Client Transaction Summary Screen Enrolled Date Program Enrollment Edit Screen End Date Program Exit Edit Screen Program Program Client Enrolled Date End Date STEVE ESTES 03 01 2008 ELIZABETH ESTES 03 01 2008 Case Plans ase Flan Plan View Screen Case Plan Num Status Open Date Close Date New Case Plan Figure 4 13A Program Enrollment Summary Case Plans screen 74 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 3 The Case Plan New screen will appear Complete all required information Select the appropriate client s to be enrolled in the case plan and enter the entry date Leaving the Case Plan blank will allow the database to create an auto generated case plan number reference figure 4 14 Items with a red asterisk are required fields Case Plan New APC Caseworker SBOWSER Case Plan Leaving this blank will use auto generated Case Plan Open Date 03 01 2008 ie MM DD YYYY Projected Close Date 03 01 2009 ie MM DD YYYY Clients fts At least one client must be selected to create a new Case Plan Entry Date 03 01 2008 03 01 2008 Caseworker s Name Agency Added Date Privilege ANN BROWN OHCS BRANDON STONIER OHCS Li BRENT HOLMES OHCS Normal Figure 4 14 Case Plan New screen 4 Additional ag
3. 12 00 37 20 Units Component Name Instld AERATOR AERATOR KITCHEN CFL 20W DOOR SWEEPS REFRIGERATOR THERMOMETER 03 01 2008 3 99 57 35 Mew Transactian Service Transactions click service name to edit Service Name Intake Worker M HOME VISIT OM SB Wen Transachon Start Date 03 10 2008 Figure 4 12C Household Transactions Summary with services screen 4 Ifa Service Transaction has been previously activated enter the amount to be allocated to any of the grant s that are associated with the service at the bottom of the screen The dollar value needs to be allocated to the grants available and a zero balance needs to be displayed before the information can be saved This function has not been activated at time of rollout of this module T2 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Service Transaction Edit 1 Using the Household Transactions Summary click on the desired Service Name that needs to be edited reference figure 5 12C above The Service Transaction Edit screen will open This screen allows dates number of units and the intake worker initials to be edited Service Transactions can also be Deleted in this screen reference figure 4 12D Enrollment i E E Service ransaction Edit APC Service Case Management IN HOME VISIT CM Applicant STEVE ESTES Service Details start Date 03 10 2008 End Date of Units
4. Lieap DEA Energy Payments Name Amount Chk No Chk Date Auth x Tvpe Status Client Vendor Vendors in red are expired Household Summary E R Vendor Type Pri Acctz Name Acct Total Income Mew Vendor _ Address T U Address Total of Persons M 396 M FREE SPIRIT AVE EUGENE OR 97401 HH Type Phones Household Subsidized T U Number Client Name H S41 773 1234 STEVE ESTES H S41 779 1234 ELIZABETH ESTES 95 nf Poverty Residence Subsidized Make any changes to HH Summary Save Changes Figure 4 9A Household View Programs Enrolled to add I amp R Transactions Categories 65 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 5 Using the Household Transaction Summary screen under I amp R Transactions use the drop down menu to select the appropriate category for the HH Enter the Start Received date Click on Add I amp R Transaction button reference section New Enrollment Steps 1 and 2 Ensure all household members are enrolled in each category Reference figure 4 9 Note When the category and start received date is filled in the Add I amp R Transaction button will become active Household Transactions Summary Program Name ACCESS E2C02 EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Client Enrolled click client to view enrollment summary STEVE ESTES 03 01 2008 ELIZABETH ESTES 03 01 2008 I amp R Transactions click category to edit I amp R Transa
5. Projected Close Closed Date Limited basic or marketable skills Received training program certificate or diploma Client s Entry Date Exit Date 03 15 2008 Action Step s OPEN 1 PRIVATE 0 Figure 4 16C Action Plan View screen Action Steps 03 15 2008 08 01 2008 Status ENROLLED Status Completion Add View Add Case Notes 1 Action Steps support case plans Using the Case Plan View click on the selected Category link under the Action Plan reference figure 4 17 Case Plan View Case Plan Open Date Projected Close Date Closed Date Case Plan Status Name LCHHS E2C2 LAN EECC Clients ELIZABETH ESTES STEVE ESTES Name SHARON BOWSER Category Employment Skills 4443 03 01 2008 03 01 2009 Program Enrollment s Added Date 03 01 2008 Client s Entry Date Exit Date 03 01 2008 03 01 2008 Caseworker s Agency Privilege OHCS OWNER Action Plan s Title Added Date 03 01 2008 Edit Case Plan Close Case Plan Expired Date Status ACTIVE Status ENROLLED ENROLLED Expired Date Status ACTIVE Add Status OPEN RESUME INTERVIEW SKILLS JOB L E Figure 4 17 Case Plan View Action Plan Action Category screen 88 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Action Step New 2 The Action Plan View screen will appear In the Action Step s category click the
6. eg MMDDYTYY Figure 4 15D Status Assessment View screen 6 Atthe bottom of the Status Assessment View screen are two buttons 1 Status Assessment History Report which will provide a printable report that shows the selected assessment indicators including any changes made since the initial assessment 2 Status Assessment Snapshot Report which allows the intake worker to enter a specific date The report will show the status of the client s assessment as of the specific selected date reference figure 4 15D 7 Before exiting a client from case management the Comprehensive Assessment must be updated to reflect the status in each sub category at the point of exiting 84 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 8 Using the Left Nav Bar under Enrollment click the Program Summary link to return to Program Enrollment Summary Case Plan reference figure 5 15D previous page Under Case Plans the intake worker can select a previously created case plan or select a new case plan reference figure 4 16 Program Enrollment Summary Program Name LCHHS E2Cz2 LAM EECC Enrallment Date 03 01 2008 Client s name Client Transaction Summary Screen Enrolled Date Program Enrollment Edit Screen End Date Program Exit Edit Screen Program Program Client Enrolled Date End Date STEVE ESTES 03 01 2008 ELIZABETH ESTES 03 01 2008 Case Plans Case Plan Num Case
7. AERATOR KITCHEN 03 01 2008 2 29 CFL 20W 03 01 2008 12 00 1 6 DOOR SWEEPS 03 01 2008 2 37 20 1 1 REFRIGERATOR THERMOMETER 03 01 2008 3 99 57 35 New Transaction Figure 4 11C Household Transaction Summary w Kit Components screen Service Transactions Service transactions are used to document how services were provided whether the service was in home visit by the case manager office visit via telephone etc 1 Using the Housing Transactions Summary screen under the Service Transactions section using the drop down menu select the Service Name and click the New Transaction button reference figure 4 12 Program Name LCHHS E2C2 L4N EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Level 3 Case ee cere to view enrollment summary Management is not STEVE ESTES 03 01 2008 always identified in the ELIZABETH ESTES 03 01 2008 Service Name which I amp R Transactions click category to edit SEAE is connected to the Categor Date mm dd APOE 03 01 2008 If this IS not H COCO i ENWEEBBSSRHIEDEEHBN available contact your Kit Components click component name to edit _ OPUS Administrator Component Name ied me em who works with the AERATOR 03 01 2008 1 87 HF o d specific program and module IN HOME VISIT CM oA vts Reference figure 4 12 IM HOME VISIT EE O1 E IN OFFICE VISIT drop down menu IM OFFICE
8. Add button reference figure 4 17A Action Plan View Goal Category Employment Skills Open Date 03 15 2008 RESUME INTERVIEW Projected SKILLS JOB SEEKING Close 08 01 2008 Action Plan Title Status OPEN Closed Date Entry Level Limited basic or marketable skills Target Goal Received training program certificate or diploma Edit Action Plan Close Action Plan Client s Clients Entry Date Exit Date Status STEVE ESTES 03 15 2008 ENROLLED Add Action Step s Action Step Title Status Completion Case Notes OPEN 1 PRIVATE 0 View Add Case Notes Figure 4 17 Action Plan View screen 3 The Action Step New screen will appear On the Action Step New screen fill in all pertinent fields reference figure 4 17A All fields marked with a red are required Action Step New Case Plan 4443 Action Plan Title RESUME INTERVIEW SKILLS JOB SEEKING Action Step Title RESUME WRITING CLASS INTERVIEW SKILLS CLASS Start Date 03 15 2008 MM DD TrYY Projected End Date 03 24 2008 ie MM DD vr M Create Tickler Follow up Date 04 14 2006 ie MM DD Pnnmrr M Create Tickle Roles learn how to write resumes and to be interviewed Responsibility having a good resume ready for interviews Support Services job services trainng Referral local college Comments 03 15 08 client agrees to attend job services training and the writing class followed by class time for how i
9. Projected End Date and Follow up Date There is a check box to Create Projected Completion Date Tickler for a case worker to select if a reminder is desired reference figure 4 17A page 92 At the bottom of the screen Case Notes can be added explaining specific instructions agreement to the action step by clicking the View Add Case Notes button reference figure 4 17B The Case Notes Summary View will appear Case Worker Tickler System Case worker ticklers can be created and reviewed unchecked to be deactivated or deleted To create ticklers reference the sections Action Plans and Step Plans previously covered reference figure 4 18 Case Worker Tickler View Flag Case Plan x Trigger Date Message Projected End Date far Action Step RESUME WRITING M CLASS INTERVIEW SKILLS CLASS is 03 24 2008 04 14 2008 Follow Up Date for Action Step RESUME WRITING CLASS INTERVIEW SKILLS CLASS is 04 14 2008 08 01 2008 Projected Close Date for Action Plan RESUME INTERVIEW SKILLS JOB SEEKING is 08 01 2008 Figure 4 18 Action Step New screen Create Tickler screen When the tickler has been implemented and a case worker logs into the OPUS System a message alert box will popup on the Message of the Day screen to remind them of items in the tickler list that need to be reviewed reference figure 4 19 Message of the Day WELCOME To start OPUS Click Search Client System I
10. button and the Action Step View screen will appear reference figure 4 17B Case Plan A Action Plan Action Step Action Step View Case Plan Action Plan Title Action Step Title Start Date Projected Close Date Follow up Date Roles Responsibility Support Services Referral Comments Action Step Status Action Step Completion Case Notes 4443 RESUME INTERVIEW SKILLS JOB SEEKING RESUME WRITING CLASS INTERVIEW SKILLS CLASS 03 15 2008 03 24 2008 04 14 2006 learn how to write resumes and to be interviewed having 4 good resume ready for interviews job services trainng DHS local college 03 15 08 client agrees to attend job services training and the writing class followed by class time for how interviews could be conducted and learning how to have a positive interview Intake Worker s intials PLANNED Edit Action Step Close Action Step OPEN 1 PRIVATE 0 View Add Case Notes Figure 4 17B Action Step View screen If more than one step is needed for the action plan click the Add button again on the Action Plan View screen and repeat the steps listed above Note Each step should have its own unique title 90 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 5 The Action Step New screen will appear Enter all the pertinent information All fields with the red asterisk are required There is a check box for
11. 1 IN HOME VISIT Intake Worker se Valueunit 0 00 Dollar Value Grant Amount Save Delete 2 Figure 4 12D Service Transaction Edit screen 2 Click on the Save button when done making changes The Household Transactions Summary screen will reappear Case Plan The following steps will cover case management features of a program enrollment which include a case plan action plans action steps case notes and a tickler alert reminder system for assisting an agency to manage their client s progress through the case management process IMPORTANT NOTICE During the construction of this module there was a very clear aspect on the design which 1s the case management component holds a different security classification than other modules Case workers who create Case Plans are the owners of each Case Plan These intake workers have control of who can access and to what level of access for each case plan implemented Case workers can create co owners and they can pass the ownership to another person The agency management directors or OPUS administrators do not have access unless they are designated to be co owners OHCS staff can not view Case Plans at any level unless the case Worker grants such access Therefore hotlinks can not be created to Case Plans from the Household Transaction Summary A case plan can have several components within it s self and is the main source of h
12. 4A Program Enrollment New Fields marked with are required Clients Enrolled Prorm LOHHS E2C2 L4N EECC STEVE ESTES Client ELIZABETH ESTES e mad Enrallment Date 03 01 2006 5 MMDEPnPrnT The Enrollment date must occur between Program Start 07 01 2006 and Program End 06 30 2010 Figure 4 4B Program Enrollment New Save after each client screen 61 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Household Transactions Summary The Household Transactions Summary screen will appear The intake worker should review the HH information to ensure accuracy for the program s and reconfirm accuracy in the Household View screen reference figure 4 5 The Household Transaction Summary screen provides an overview of Information and Referral I amp R Transactions consisting of but not limited to kit components energy education and weatherization services the household may be enrolled in New enrollments begin by enrolling the household or clients into services and transactions that they qualify for Household Transactions Summary Program Name LCHHS EZC2 LAN EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Client Enrolled felick client ta view enrollment summary STEVE ESTES 03 01 2008 ELIZABETH ESTES 03 01 2008 Delete HH Enrollment I amp R Transactions click category to edit Start Received Category Date mm dd yyyy Tra
13. ESTES Click LOAD to refresh client information Figure 4 2A Program Enrollment New Load screen 3 The window will flash and the Enrollment Date will appear Fill in the Enrollment Date and click the Enroll All button Then click the Save button reference figure 4 25 Program Enrollment New Fields marked with are required Prgrm LCHHS E2C2 LAN EECC Client TEVE ESTES el Enrollment Date 03 01 2008 J mMDDvYYY The Enrollment date must occur between Program Start 07 01 2006 and Program End 06 30 2010 Enroll All This will enroll all client Enroll All in the household with the same enrollment date and all income sources selected Figure 4 2B Program Enrollment New Save screen 59 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 The Household Transactions Summary screen will appear with a complete enrollment of the household members reference figure 4 3C Household Transactions Summary Program Name LCHHS Ezi2 LAMN EECC HH Enrollment Date 03 01 2008 Program Enrallment Summary Client Enrolled click client to view enrollment summary 5 ESTES 03 01 2008 ELIZABETH ESTES 03 01 2008 I amp R Transactions click category ta edit Start Received Category Date mm dd v yvy Case Management 03 01 2008 Add I amp R Transaction Kit Components click component name to edit Received Units Installed Units Total
14. Plan View Screen Case Plan Num Status Open Date Close Date 4443 03 01 2006 03 01 2008 New Case Plan Figure 4 16 Program Enrolment Summary Case Plan screen 85 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Action Plan Once the Case plan has been started an action plan is created An Action Plan may include action steps that outline the expectations that a client and case manager would set to help a client or household achieve their goal s in the respective categories Multiple action plans may be created 1 Using the Case Plan View screen at the bottom 1s the Action Plan section Select the appropriate category then click the Add button to begin a new action plan reference figure 4 16A Case B Notes Summary Case Plan Status Edit Case Plan Housing Situation rs Nutrition Nutrition Knowledge Name a Food Preparation Transportation LCHHS E2C2 LAM EECC 01 qdDrivers License Car Insurance Program Enrollment 5s Energy Energy Payment History Client s Energy Assistance History Energy Usage Clients Entry Date Exit Date Energy Impact on Household Energy Education Employment STEVE ESTES 03 01 2008 Enprymet skis Job Retention Income Money Management Planning amp Savings Taxes Credit Name Agency Privilege AddeiAdult Education Fluency in English SHARON BOWSER OAS OWNER 3 U1 1Health Insurance Health Care Provider Medical Services D
15. VISIT EE LIFELINE BUDGET ED MAIL OUT TELEPHONE CALL WORKSHOP LARGE GROUP WORKSHOP SMALL GROUP w AUDIT Intake Worker Date 70 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Figure 4 12 Service Transaction section services selection drop down menu Program Name LOHHS E2C2 L4N EECC HH Enrollment Date 03 01 2008 Program Enrallment Summary Client Enrolled click client to view enrollment summary SIEVE ESTES 03 01 2008 ELIZABETH ESTES 03 01 2008 I amp R Transactions click category to edit Start Received Category Date mm dd yyy y Case Management 3 01 z 8 OO dd I amp R Transaction Kit Components iclick component name to edit Received Units Installed Units Total Total Component Name Date Recvd Date Instld Cost Deem AERATOR 03 01 2008 1 87 AERATOR EKITCHEM 03 01 2008 2 29 CFL 20w 03 01 2008 12 00 DOGR SWEEPS 03 01 2008 37 20 REFRIGERATOR THERMOMETER Ua eee Dich 57 35 New Transaction Service Transactions click service name to edit IN HOME VISIT CM New Transaction Figure 4 12A Services Transactions services selected New Transaction screen 2 The Services Transaction New screen will appear Service Transaction New 1 Using the Service Transaction New screen select the clients that will be participating in the service provided The Applicant is identified with the round radio button App and other household me
16. then go to Enrollment then scroll down to and click on Summary Another route to get to the assessments is using the Left Nav Bar under Enrollment click on Program Summary The Program Enrollment Summary screen will appear In the Left Nav Bar under Status Assessments click on New Update reference figure 4 15 A gency OHS Log Gut Client Program Case Mgmt Fiscal Management Reports Help Enrollment H Search Version 2 7 07 Go To Hae _ M Household Transactions summer Program Name LOHHS E2C2 L4N EECC HH Enrollment Date 03 01 2008 m Client Enrolled 55 ts click client to view enrollment summary St EVE ESTES 03 01 7008 ELIZABETH ESTES 03 01 2008 Figure 4 15 Navigation Menus Main Menu or Left Nav Bar screen The Quick assessment is a condensed version of the Comprehensive assessment and is good to use as a Screening tool to help decide whether a client s needs can be served by either Level 2 or Level 3 case management services To decide which level a client s belongs to refer to the E2C2 Stability Services and Data Entry Standards reference figure 4 15A next page 80 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 PAPPAL SHOLATOS In amoy 5511514 ei HL aq POs LITE Trp ese Agua wep soa qnm Os eumiispsp 01 sro0 EXIpo JE ISI P
17. to better the client tsi household End with case worker s initials Figure 4 20 Case Notes Summary View screen Case Notes New 1 On the Case Notes New screen complete all pertinent fields The field Set Notes Security is for Open or Closed security as determined If case notes are marked closed only the intake worker who created the case notes will be able to view that record If Case Notes are marked Open all users with privilege access to the client s case plan will have access to read the case notes Note consider the sensitivity of the client s case information when determining to select Open or Closed reference figure 4 20A 2 Click the Save button Case Notes New Case Plan 4443 Case Worker SHARON BOWSER Notes Date 03 20 2008 jie MM DD vrrrr Notes Annotate actions communications taken with the client s about their case plan and progress actions taken to better the clientis hausehoald End with case Worker s initials 1825 characters lett spaces count Security Open E Figure 4 20A Case Notes New screen 93 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Case Notes Summary View 3 The Case Notes Summary View screen will appear reference figure 4 20B To add another note click the Add button and repeat the above steps Case Notes Summary View OZP Owner Date OPEN SHARON BOWSER 05 20 2008 An
18. 8 M M M N Y 5 N M N N Y SELIZE121055 ELIZABETH ESTES F 52 N M M N T NHE N N M N N NM To remove a client Choose from R column scroll down to click button Program Enrolled Name Entry Date Exit Date E2c 03 01 2008 ENEDO 03 10 2008 Mew Enral Ime nt Figure 4 10 Household View with two Programs Kit Components 1 Select the appropriate Program Enrolled from the Household View screen reference figure 4 11 Household View Household Click SSN SYSID will open the Client View Screen Benefits Get Code Key TEA PENNE e E Members i ces and R SSN S SID Name Sex Age AA 45 AI NH WH ET LG ED FW FS DS HB HI YT SSTEVE0O43049 STEVE ESTES M so NM M N M Y NHE S N N N M N Y SELIZE121055 ELIZABETH ESTES F M M N N Y MHE 5 N N N M N OW To remove a client Choose from column scroll down to click button Programs BPnrolled Name Entry Date Exit Date E2CZ 03 01 2008 2007 03 10 2008 New Enrallment Lieap DEA Energy Payments Name Amount Chk No Chk Date Auth Type Status Client endor Vendors in red are expired Household Summary E R Vendor Type Pri Acct Acct Total Income New Vendor Address T U Address Total of Persons B 396 M FREE SPIRIT AVE EUGENE OR 97401 HH Type Phones Household Subsidized T U Humber Client Name H S41 779 1234 STEVE ESTES H S41 779 1234 ELIZABETH ESTES of Poverty Residence Subsidized Make any changes to H
19. AT E2C2 COL EECC CAT E2C2 EECC CAT EZCZ TIE EEGC CCM E2C2 BAK EECC CCM E2C2 EECC CCM E2C2 GRA EECC E CCN E2C2 UNI EECC CCM E2C2 WAL EECC CCSSD E2C2 CLA EECC EC EPCPZ BEN EEGC CSC E2C2 EECC CSC E2C2 LIN EECC CSC EZGZ LMC EECC HCSC E2C2 EECC KLCAS E2C2 EECC KLCAS E2C2 kLA EECC LCHHS E2C2 LAM EECC Timeout 10 06 Figure 4 6A Program Enrollment Search with APC chosen screen 3 Click in an empty cell the Search button will become active figure 4 6B Note A maximum of 100 results will be returned This is not recommended to be used for reporting purposes Program Enrollment Search To search at least one field needs to be entered If From is entered To must also be entered praa LCHHS E2C2 LAN EECC Fram First Name Enrollment Date Last Mama Exit Date Search Results In results below click First Mame to access Household Transactions Summary maximum of 100 Results will be returned Figure 4 6B Program Enrollment Search with APC selected screen 63 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 I amp R Transactions 1 Using the Household Transaction Summary screen under I amp R Transactions use the drop down menu to select the appropriate category for the HH Enter the Start Received date Click on Add I amp Transaction button reference figure 4 7 Household Transactions Summary Program Name LCHHS E
20. Adult Education Status Health Status Mental Health Prescription Medical Condition Substance Abuse Child Care zi Child Care Status Figure 4 15C Status Assessment New Edit Comprehensive screen 83 E2C2 User Manual Section 4 Program Enrollment This screen shot indicates every thing included on a comprehensive assessment All screen shots were captured to Show the save button at the bottom as well Created 05 23 2008 Status Assessment View 5 The Status Assessment View screen will appear after completion of each assessment reference figure 4 15D Status Assessment View Program Client STEVE ESTES Housing Status Housing Situation 03 01 2008 Eviction Notice Evicted Nutrition Status Nutrition 03 01 2008 Frequently runs out of food and must seek emergency assistance Transportation Status Transportation 03 01 2008 Mat Applicable Energy 5tatus Energy 03 01 2008 Energy service is stable bills are up to date Employment Status Employment 03 01 2008 Part time partial benefits Income Status Income 03 01 2008 Income is not always sufficient for basic needs Adult Education Status Adult Education 03 01 2008 High School Health Status Health Insurance 03 01 2008 Has partial health insurance coverage Child Care Status Child Care 03 01 2008 Not Applicable Status Assessment History Report Status Assessment Snapshot Report
21. Close x Figure 4 14D Case Plan Close screen Using the Case Plan View screen to add case notes reference figure 4 14E click the View Add Case Notes button The Case Notes New screen will appear Enter the date and appropriate comments pertaining to the client s and what progress if any towards the goal set Action Plan s Category Title Status Housing Situation Add Case Notes OPEN 1 PRIVATE 0 iew Add Case Notes Figure 4 14E Case Plan View View Add Case Notes partial screen NOTE It is recommended to add the intake workers initials at the end of each comment s annotated This would help another case worker by knowing who created the comments for current intake workers or previous intake workers having contact with the client s reference figure 4 14F Case Notes New Case Plan 4443 Case Worker SHARON BOWSER Notes Date 03 20 2008 ie MM DDAYYYY Notes Annotate actions communications taken with the client s about their case plan and progress actions taken to better the client s household End with case worker s initials Enter comments actions communications taken Closed by intake worker s initials 1825 characters left spaces count Set Notes open E Security Open Figure 4 14F Case Notes New screen 78 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 The Case Plan View screen will re appear It is recommended the inta
22. H Summary Save Changes Figure 4 11 Household View Programs Enrolled screen 67 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 2 Using the Household Transactions Summary screen click on the New Transaction button figure 4 11A The WX Kit New screen will appear Household Transactions Summary Program Name LOHHS E202 L4AN EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Client Enrolled iclick client to view enrollment summary STEVE ESTES 03 01 2008 ELIZABETH ESTES 03 01 2006 I amp R Transactions click category to edit Start Received Category Date mm dd yyyy ase Management 03 01 2008 Kit Components click component name to edit Received Units Installed Units Total Total Component Name Date Recvd Date Instld Lost Deem 0 0 0 0 New Transaction Service Transactions click service name to edit Start Service Name Intake Worker Date Mew transaction Figure 4 11A Household Transactions Summary New Transaction screen 3 The WX Kit New screen allows the intake worker user to enter the number of units of each kit component number of units installed and date received by the client When complete issuing the kit components click the Save button The Household Transaction Summary screen will re appear reference figure 4 11B Note Every New Transaction WX Kit provided to a household should be entered into t
23. Household Summary E R Vendor Type Pri Acctz Hame Acct Taka lucum New vendor of Poverty Total of Persons OR 97401 HH Type Hausehald Subsidized T U Number Client Name H S41 779 1234 Sew Eo ee H 541 779 1234 ELIZABETH ESTES Residence Subsidized Make any changes to HH Summary Save Changes Figure 4 1 Household View Left Nav Bar with Residence links 57 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 2 Click on the New link and the Residence New screen will appear Complete all required and pertinent information then click the Save button reference figure 4 1B Residence New Physical Address Fields marked with are required Choose a Physical Address from menu OR enter a new one below 396 M FREE SPIRIT AVE EUGENE OR 97401 Direction Street Name Type Direction Unit L r NL CECE O City 21 oo fs Residence Type Residence Status House Rent Heat not incl 1 Subsidized Residence Client Heat Sources Electric Primary Source NATURAL GAS Natural Gas ol Liquid Gas Figure 4 1B Residence New screen Program Enrollment New Setup Using the Household View screen 1 In the section titled Programs Enrolled click the New Enrollment button In this example the E2C2 program is already completed to indicate where it would be located reference figure 4 2 Household V
24. IE SEION SEQUI LISCENEUI BSED SIO Epo At pepireunuo22el Ti mp sep aunurmqnpu Jo yo q zsdougriom Empa BUE muro samba 504 ST S O WOO AO Fang aE waso a pros BOT pas pi Ar pup amha S 11 waada 2 Res taana TT Beery ysnong sed Amy se onu PaRa oq pptews seni 9551 Dy AML SLOT poe UI LO op mq gempa rara AEDA SAO paranra aq oppaat WI AL MFI appour Soy spo sm paris 0 SOLATOS Emp 1 FAJI Wag ay RAS op srsprogs SEIU Toy cured STE oy mG MYI dp MOTO spa Amrg mig rmn apap sade mbum qua AHU cage AEU people 3 OOD pal aLo AE 198 0 POE MAA PAA zzs pp o IE d 100277 Tawe tEn Aye lF SUJUOW 9 ud re dI LaL ped ue panies Woddng Jo t lana rausbe Eg ae ul ap TI 313 MODE spo 313 N g JLRWUSSESSe yong Benes qroddng Wwe
25. Section Four E2C2 Program Enrollments The E2C2 module of OPUS allows an intake worker to enroll clients into agency level programs that provide energy education and case management services Specific services can be allotted to a household to measure energy efficiencies and case plans goals and expectations can be recorded tracked and used for measurements and federal reporting requirements Program Enrollment 56 Program Enrollment New 57 Household Transaction Summary 61 Program Enrollment Search 62 I amp R Transaction 63 Kit Components New Transaction 66 Service Transactions 69 Service Transaction New 70 Services Transaction Edit 72 Case Plan 12 Case Plan New 73 Case Plan View 75 Status Assessment 79 E2C2 Stability Services and Data Entry Standards Table 80 Status Assessment New Edit 81 Status Assessment View 83 Action Plan 85 Action Plan New 85 Action Plan View 85 Action Step 87 Action Step New 88 Action Step View 89 Case Worker Tickler System 90 Case Worker Tickler View 91 Case Notes Summary View 92 Case Notes New 92 Case Notes Summary View 93 56 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Program Enrollment Once a household has been entered into the OPUS database the HH 1s ready to receive services in the E2C2 module The E2C2 module is customized with various services consisting of but not limited to energy kit components case management education depending on an agency s level of se
26. Total Component Name Date Recvd Date Instld Cost Deem New Transaction Service Transactions click service name to edit Start Service Name Intake Worker Date Hew Transaction Figure 4 3C Household Transactions Summary 4 If the household members are enrolled one at a time the Program Enrollment New will appear again Use the Client dropdown arrow and select the household applicant name Enter the Enrollment Date and click on Load reference figure 4 4 Note A new Program can be selected from the Prgrm field Program Enrollment New Fields marked with are required Prgrm ECHHS EZC2 LAN EECC Client STEVE ESTES Click LOAD to refresh client information Figure 4 4 Program Enrollment New individual client As each client is enrolled the client s name will appear to the right under Client Enrolled reference figure 4 4A Program Enrollment New Fields marked with are required Clients Enrolled Prorm LOHHS E2C2 L4N EECC STEVE ESTES Client m zs Figure 4 4A Program Enrollment New Clients Enrolled screen 60 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Note To complete the enrollment for each individual client the intake worker must click the Save button after selecting each client individually After the enrollments are done click the Cancel button which will end the selection reference figure 4
27. action Figure 4 8 Household Transactions Summary with I amp R Category Date menu 64 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 3 The Edit screen allows the intake worker to make the appropriate changes Changes can include the type of services by using the drop down menu and the date can be manually changed Click the Save button If needed the program can be deleted from the HH information by clicking on the Delete button reference figure 4 9 Program Enrollment IR Edit I amp R Transaction Details IR Service Case Management Drop down menu IR Date p3 01 2 02 01 2009 mm dd yyyy 5 Delete Figure 4 9 Program Enrollment IR Edit screen 4 Use the Household View screen to add other transactions to an open enrollment Click on the Programs Enrolled link to access Household Transactions Summary Click on the Category drop down menu reference figure 4 9A Household View Active Y Household Click SSN SYSID will open the Client View Screen Benefits Get Code Key Darp uou aen Race PPYICES c R SSN S SID Sex Age AA AS AI NH WH ET LG ED FW FS DS HB HI VT SSTEVE043049 STEVE ESTES M 58 M N N M Y 5 M N N N N Y SELIZE121055 ELIZABETH ESTES F 52 M M N N Y S N N N N N M o remove a client Choose from R column scroll dawn to click button Programs Enrolled Name Exit Date Bete New Enrollment
28. ction Start Re eived imponent name to edit Received Units Installed Units Total Total Date Recvd Date Instld Lost Deem 0 0 0 0 lick Service name to edit HIV AIDS related Start of Health Care Intake Worker Date Units Housing Shelter Material Goods Timeout Mental Health Care 19 51 Other Outreach Personal Enrichment Oregon Housing and Substance Abuse All Rights Reserved Site Housing pe portation Figure 4 9B Household Transactions Summary I amp R Transactions Category add 2 enrollment lorer 5 5 5 2 or higher Note I amp R Transactions can be deleted if needed Click on the specific I amp R category to be deleted the Program Enrollment IR Edit screen will appear reference figure 4 9C Program Enrollment IR Edit I amp R Transaction Details IR Service Case Management IR Date 03 01 2008 03 01 2008 mm dd yyyy Figure 4 9C Program Enrollment IR Edit screen 66 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 To enroll a HH in another program return to Program Enrollment New and repeat the required steps The Household Transaction Summary screen displays multiple Programs Enrolled reference figure 4 10 Household View active Household Click SSM SYSID will open the Client View Screen a Pomhnherc R SSN SYSID Name Sex Age AA AS AI NH WH ET SSTEVE043049 STEVE ESTES M g
29. ency case workers that are involved with the client can be added to a client s case plan by choosing the appropriate name s in the Caseworker s Case workers can be issued Normal or View only permissions to the file by selecting the appropriate privilege reference figure 4 14 75 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Case Plan View The Case Plan View screen provides an overview of all the clients enrolled in the case plan the case workers assigned to work on it and their privilege level such as owner normal or view only access Case plans can be edited closed or items added To edit a case plan click on Edit Case Plan button reference figure 4 14 Case Plan View Case Plan Open Date Projected Close Date Closed Date Case Plan Status Name LCHHS E2C2 LAN EECC Clients ELIZABETH ESTES STEVE ESTES Name SHARON BOWSER Category Case Notes 4443 03 01 2008 03 01 2009 Program Enrollment s Added Date 03 01 2008 Client s Entry Date Exit Date 03 01 2008 03 01 2008 Caseworker s Agency Privilege OHCS OWNER Action Plan s Added Date 03 01 2008 Expired Date Status ACTIVE Status ENROLLED ENROLLED Expired Date Status ACTIVE Add Status Housing Situation Add OPEN 0 PRIVATE 0 Figure 4 14A Case Plan View screen View Add Case Notes The Case Plan Edit screen will appear C
30. ental Services Action Plan s Mental Health Prescription Medical Condition Housing Situation ELIZABETH ESTES 03 01 2008 Caseworker s Category Case Notes OPEN 0 PRIVATE 0 view Add Case Notes Figure 4 16A Case Plan View screen Note Action Plan Category items can be used more than once Action Plan New 1 Reference figure 4 16B using the Action Plan New screen the Entry Level is the assessment indicator selected at the point of entry into case management The Target Goal must be higher than the Entry Level and represents the target for achievement for this action plan 2 The Open Date is when the action plan was started The Projected Close Date is the target date the intake worker and client sets to achieve the target goal A Date Tickler 1s selected if the intake worker would like to be reminded by OPUS when the Projected Close Date is approaching 86 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 3 Select the client s who will be associated with the action plan then click the Save button All fields marked with a red asterisk are required 4 The intake worker would enter all the pertinent information If the intake worker wants to create a reminder click on the box Create Projected Completion Date Tickler Click on the Save button when the information is completed Action Plan New Goal Category Employment S
31. essment New Edit screen By clicking on Change to Comprehensive link there is a Status Assessment New Edit long version which captures more information 3 The second assessment is a Comprehensive assessment Either assessment is good to use as a screening tool to help decide whether a household s needs can be served by either level two or level three case management services reference figure 4 15B Click the Save button when completed reference figure 4 15C next page 82 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Status Assessment New Edit Program Client Assessed By STEVE ESTES Assessment Type Change to Quick f COMPREHENSIVE Assessment Date 1 Household Members Apply Assessment To All HH Members New Assessments Only Housing Situation Nutrition Nutrition Knowledge Food Preparation Housing Status Nutrition Status Transportation Status Transportation E d v Drivers License Car Insurance x Energy Energy Payment History Energy Assistance History Energy Status Energy Usage ml Energy Impact on Household Energy Education Employment Employment Skills Employment Status Job Retention x Income Money Management Planning amp Savings Taxes Credit Adult Education Fluency in English Health Insurance Health Care Provider Medical Services Dental Services Income Status
32. hange or correct the appropriate information and click Save Changes button reference figure 4 14B Case Plan Edit Case Plan Open Date Projected Close Date Closed Date Status has 0 03 01 2008 ie MM DD Yyvy 03 01 2009 ie MM DD Yvvv sd ie MM DD YYYY open 1 Figure 4 14 Case Plan Edit screen 76 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Action plans are a part of case plans Action plans are steps in developing a plan that works towards a specific goal for a household such as assisting the client s with classes finding employment transportation etc Before an Action Plan is developed it is important to know where or what the household status is A status assessment is needed and is an important part of analyzing where to start with a client and where the goal completion would end giving a client or household a goal to work towards Action Plan s are located at the bottom of the Case Plan View Using the drop down menu an intake worker would choose the category appropriate for the client and or household composition When the category is chosen the case plan notes would build off the specific category The intake worker would document the plan and steps desired for a client and or household to complete their goal reference figure 4 14C Developing an Action Plan will be discussed later in this chapter Case Plan View Case Plan 4443 Ope
33. he database for tracking purposes Do to the size of the WX Kit New screen it is on the following page by itself to demonstrate all the components and the Save button 68 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 WX Kit New Material Component AERATOR 4C BARRIER STRIKER PLATES ADIUSTABLE AIR FILTER ALARMS AIR FILTERS CAULK GUN CFL 20W CO DETECTORS DIGITAL TEMP DISPLAY DOOR SWEEPS DOOR THRESHOLDS FIREPLACE PLUG FLUSH VALVE REPAIR KIT REFRIGERATOR THERMOMETER HANDI FOAM CANISTERS HARP EXTENDERS CFLS HOT WATER THERMOMETER HOUSE TEMPERATURE MAGNET 4ERATOR KITCHEN LATEX SILICONE SEALANT LEAK DYE DETECTION SHOWERHEAD LOW FLOW MIGHT LIGHT LUM MOBILE HOME WINDOW CRANK OUTLET CAPS OUTLET SWITCH SEALS PIPE WRAP HALF INCH PIPE WRAP 3 4 INCH STORM WINDOWS 40x50 STORM WINDOWS 50 80 STORM WINDOWS 72X82 PLASTIC TIES PULLEY PLUGS SASH LOCK SHIMS SHOWER BUDDY TIMER SWAMP COOLER COVER 1 SWAMP COOLER COVER 2 SWAMP COOLER COVER 3 TOILET TUMMY WATER REDU MASTIC WEATHERSTRIP VFLEX VINYL WATER HEATER WRAP WEATHERSTRIPPING Figure 4 11B WX Kit New 69 Received Received Date 03 01 2008 Units Installed Installed Date 1l LJ 1 f
34. iew active Y tf Click SSM SYSID will open the Client View screen Benefits Get Code Kev HH Memb ers rvic eS and Bene efits R eT Name Sex Age AA AS AI MH WH ET LG ED FW FS DS HI SSTEVEO43049 STEVE ESTES M 58 N M M M Y 5 M M M Y SELIZE121055 ELIZABETH ESTES F 52 N N N N Y 5 M M M M New Client To remove a client Choose fram R column scroll dawn to click button Programs Enrolled Entry Date Exit Date 03 01 2008 New Enrellment Lieap DEA Energy Payments Name Amount Chk No Chk Date Auth Type Status Client Vendor Vendors in red are expired Household Summary E R Vendor Type Pri Acct Name fAcct Total Income New Vendor Address T U Address of Poverty Total of Persons B 396 M FREE SPIRIT AVE EUGENE OR 97401 HH Type Phones Household Subsidized T U Number Client Name H S41 779 1234 STEVE ESTES H 541 779 1234 ELIZABETH ESTES Residence Subsidized Make any changes to HH Summary Save Changes Figure 4 2 Household View 58 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 2 In the Household View screen under Program Enrolled click on Program Enrollment New screen Using the drop down arrow select the appropriate Program and Client name then click Load reference figure 4 2A Program Enrollment New Fields marked with are required Prarm LCHHS E2C2 LAN EECC Client STEVE
35. ke worker would confirm the accuracy of the client s information active clients programs enrolled caseworker action plan and the number of case notes reference figure 4 14G Case Plan View Case Plan Open Date Projected Close Date Closed Date Case Plan Status Name LCHHS E2C2 LAN EECC Clients ELIZABETH ESTES STEVE ESTES Name SHARON BOWSER Category Case Notes 4443 03 01 2008 03 01 2009 Program Enrollment s Added Date 03 01 2008 Client s Entry Date Exit Date 03 01 2008 03 01 2008 Caseworker s Agency Privilege OHCS OWNER Action Plan s Added Date 03 01 2008 Edit Case Plan ose Case Plan cl Expired Date Status ACTIVE Status ENROLLED ENROLLED Expired Date Status ACTIVE Add Status Housing Situation Add OPEN 1 PRIVATE 0 Figure 4 14G Case Plan View screen 79 Note Case Plans Assessments and Action Plans can not be deleted only edited or closed E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Status Assessment Clients are given an initial assessment as a part of a case plan to indicate their needs and to develop a case plan Clients are assessed by using a number of indicators from housing and food access energy etc 1 Using the Household Transactions Summary or Program Enrollment Summary screen go to the Top Nav Bar and scroll the mouse over Program
36. kills a RESUME AND INTERVIEW SKILLS BETTER JOB Entry Level Limited basic or marketable skills z Target Goal Received training program certificate or diploma Open Date 03 15 2008 ie MM DD YvYYY Projected 08 01 2008 Close Date 08 01 2008 ie MM DD Pn nhr Create Projected Com etion Date Tickler Iv Add Client Entry Date Last Assessment Level ELIZABETH ESTES MO PREVIOUS ASSESSMENTS Iv STEVE ESTES 03 15 2008 MO PREVIOUS ASSESSMENTS Uncheck Check All Cancel Figure 4 16B Action Plan New screen Note Case workers can set an alert tickler for Action Plans The Action Plan New screen has a check box to select if the case worker wants to be reminded about the Projected Close Date 87 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Action Plan View The Action Plan View screen will appear next The Action Plan View screen provides several areas to work from In this screen the plan can be edited built upon with action steps case notes viewed or created and then eventually closed upon completion The next section will provide procedures to create action steps to support an action plan reference figure 4 16C Action Plan View Goal Category Action Plan Title Status Entry Level Target Goal Clients SIEVE ESTES Action Step Title Case Notes Employment Skills RESUME INTERVIEW SKILLS JOB SEEKING OPEN Open Date
37. mbers clients who participate in the service are identified with the box checked in the C column reference figure 4 12B Service Transaction New APC Service Case Management IN HOME VISIT CM Service Details Start Date 1 End Date of Units Intake Worker se Dollar value 0 00 Amount Figure 4 12B Services Transaction New screen 2 Enter the start date end date and number of units provided The of Units should normally be 1 to represent one activity In this case the HH received on unit of service with WX Kit components Click the Save button reference figure 4 12B 71 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 3 The Household Transactions Summary screen will re appear showing Kit Components and Service Transactions information reference figure 4 12C Household Transactions Summary Program Name LOHHS E2C2 L4N EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Client iclick client to view enrollment summary Enrolled STEVE ESTES ELIZABETH ESTES 03 01 2008 03 01 2008 I amp Transactions iclick category to edit Start Received Date mm dd yyyy Case Management 03 01 2008 Kit Components clic component name to edit Units Received Installed Date Recvd Date 03 01 2008 1 03 01 2009 03 01 2009 03 01 2009 Category Add I amp R Transaction Total Deem Total Cost 1 87 2 29
38. n Date 03 01 2008 Projected Close Date 03 01 2009 Closed Date Case Plan Status Housing Situation Program Enrollment 5 Nutrition Nutrition Knowledge Name a Food Preparation Transportation LCHHS E2C2 LAM EEC 01 Orivers License Car Insurance Energy Energy Payment History Client 5 Energy Assistance History Energy Usage Clients Entry Date Exit Date Energy Impact on Household l Energy Education ELIZABETH ESTES 03 01 2008 Employment STEVE ESTES 03 01 2009 Employment Skills Job Retention Income Money Management Planning amp Savings Taxes Credit Name Agency Privilege Adde Adult Education Fluency in English SHARON BOWSER OHS OWNER O3 O1 d Health Insurance Health Care Provider Medical Services i Dental Services Action Plan s Mental Health Prescription Category Title Medical Condition Caseworker s Housing Situation Figure 4 14C Case Plan View Action Plan screen 77 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 To close a case plan click on the Close Case Plan button reference figure 4 14C The Case Plan Close screen will appear Complete the close date and click the Close button reference figure 4 14D Case Plan Close Case Plan 4443 Action Steps Number of Planned Action Steps Number of Open Action Steps Action Plans Number of Open Action Plans Case Plan Case Plan Close Date ie MM DD YYYY Case Plan Status
39. notate actions cammunications taken with the client s about their case plan and progress actions taken to better the client isi household End with case worker s initials Figure 4 20B Case Notes Summary View screen 94 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008
40. nsaction Kit Components click component name to edit Received Units Installed Units Total Total Component Name Date Recvd Date Instld Cost Deem 0 0 0 0 New Transaction Service Transactions click service name to edit Start Service Name Intake Worker Date Hew Transaction Figure 4 5 Program Enrollment New additional HH client 62 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Program Enrollment Search Case managers intake workers can locate a list of clients enrolled in a specific program 1 Using the Main Menu scroll the mouse over Program to Enrollment to Search and click on Search reference figure 4 6 The Program Enrollment Search screen will appear HOME Log Qut Agency OHCS Client Program Case Mgmt Fiscal Management Reports Help Voc WEE Wersian Z 7 8T 2 Using the Program drop down menu select the appropriate Program reference figure 4 6A At least one field needs to be completed Program Enrollment Search To search at least one field needs to be entered If From is entered To must also be entered AUCCESS E2C2 EECC ACCESS ENED OF J4C ENED 2007 First Name L CAO E2C2 EECC CAPECO E2C2 EECC Last Mame CAPECO E2C2 GIL EECC CAPECO E2C2 MOR EECC CAPECO E2C2 LIMA EECC Search Results In C4PECO E2C2 WHE EECC 9 Transactions Summary maximum of 100 CAPECO EMED 07 EMED CM 07 08 CAT E2C2 CLT EECC C
41. nterviews could be conducted and learning how to have a positive interview Intake worker s intials 1789 characters left spaces count Action Step Status Select status gf Select Status Figure 4 17A Action Step New screen 89 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 4 Inthe Action Step New screen the following explains the purpose of each field a Roles further define what the action step is b Responsibility defines what the client has agreed to do to complete the action step c Support Services lists any services the agency may provide to assist the client in achieving this action step d Referral lists any referrals made to assist the client related to this action step e Comments can be used to further explain the above information or to record information that may be important to help the client be successful in this action f The Action Step Status is used to identify this step as Open meaning the client is actively working on this step or Planned which means the step is planned for the future Case workers can set an alert tickler for Action Steps The Action Step New screen has two check boxes to select so that a case worker can be reminded to follow up on the Projected End Date and or Follow up Date Action View These steps are helpful if when there are a series of steps that need to be completed sequentially Click the Save
42. ojected Close Date for RESUME INTERVIEW 03 24 2009 Case Notes Summary Figure 4 19B Case Worker Tickler View Case plan number screen Each tickler is a Flag column followed by Case Plan The case worker would select the Case Plan link highlighted in a different color and underlined to view the specific plan If the boxes are un checked the reminders are deactivated 4 Case Plans may deactivated individually or click the UnCheck button To Save the changes the intake worker would need to click on the Update Flag s button To remove a tickler permanently make sure the tickler is not checked and click on the Delete Disabled Ticklers An intake worker could start a new tickler using this screen by clicking the New Tickler button reference figure 4 19B 02 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Case Notes Summary View If a case plan is new not active or there may not be current case notes displayed When there are case notes they will be listed by owner and date with links to them so the case worker can read them based on their access privilege Click the Add button and the Case Notes New screen will appear reference figure 4 20 Case Notes Summary View OFP Owner Date OPEM SHARON BOWSER 03 20 2004 Annotate actions communications taken with the client s about their case plan and progress actions taken
43. olding a client s program information known as the gate keeper A case plan can consist of but not limited to action plans action steps case notes and tickler alerts Each agency can decide how much of a case plan should be included and it could depend on the goals set forth for each household an agency works with 73 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 Case Plan New Setup 1 Using the Household Transaction Summary screen click the Program Enrollment Summary button reference figure 4 13 Household Transactions Summary Program Name LCHHS EzCz LAM EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Client Enrolled click client to view enrollment summary STEVE ESTES 03 01 2006 ELIZABETH ESTES 03 01 2008 I amp R Transactions click category to edit Start Received Category Date mm dd yyyy Case Management 03 01 7008 Kit Components click component name to edit Received Units Installed Units Total Total Component Name Date Recvd Date Instld Cost Deem 0 0 0 0 New Transaction Service Transactions click service name to edit Start Service Name Intake Worker Date Hew Transaction Figure 4 13 Household Transactions Summary Program Enrollment Summary screen 2 The Program Enrollment Summary screen will appear To initiate a case plan click on the New Case Plan button reference figure 4 13A
44. os I0 peas Nu Ina TEE WOE Jo sous I2 9 JO spesH 315119 L ans SPILPUYIS vje T pue Angrquas 4 4 Figure 4 15A E2C2 Stability Services and Data Entry Standards E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 81 Status Assessment New Edit 2 The household is analyzed for an initial assessment that can be reviewed later for a comparison of when the clients came into the program versus the assessment when clients exit the program The Status Assessment New Edit screen will appear Complete all the pertinent information either by manual entry or by using the drop down menus Figure 4 15B 15 a Quick assessment which is a condensed version of the Comprehensive assessment Click the Save button when completed reference figure 4 15B Status Assessment New Edit Program Client VESTES Assessment Ty ourer hange to Comprehensive Assessment Date 05 01 2008 Assessed By se Household Members Apply Assessment To All HH Members New Assessments Only a Housing Status Housing Situation Nutrition Status Nutrition Transportation Status Transportation Energy Status Energy Employment Status Employment Income Status Income Adult Education Status Adult Education Health Status Health Insurance Child Care Status Child Care Figure 4 15B Status Ass
45. rvices and funding opportunities Note The household must have a Residence address in the database before I amp R Transactions kit components can be designated In the Household View under Address reference figure 4 1 if the address is designated a the address is mailing and physical address If the address is designated as M it s a mailing address only and components can not be assigned to the HH Setup Using the Household View screen 1 To ensure a household has an active physical residence once the household is enrolled into OPUS click on the Residence View in the Left Nav Bar If the household is not in a physical residence under Residence the New link in the Left Nav Bar will be an active link in blue reference figure 4 1 Household View active Y ff Household Click SSN SYSID will open the Client View Screen Benefits Get Code Key HH Members Race Services and Benefits R SSN STSID Name Sex Age 45 AI NH WH ET LG ED FW FS 05 HB HI YT ssTEVED43049 STEVE ESTES M 55 M M M M Y 5 M M Y SELIZE121055 ELIZABETH ESTES F S2 N M M M Y NHE 5 N N N N N M New Client To remove a client Choose fram R column scrall down to click button Programs Enrolled Name Entry Date Exit Date E22 03 01 2008 Mew Enrollment Lieap OEA Energy Payments Name Amount Chk No Chk Date Auth Type Status Client Vendor Vendors in red are expired
46. ssue Contact us opushelp hes state orus or by phone 1 800 453 5511 option 6 TE i ae ale dows Internet Explorer Down 13 690 01 the Opus helpdesk This is a gt 4 ES and we will help you fix it Figure 4 19 Message of the day with message alert Case worker tickler alert screen 9 E2C2 User Manual Section 4 Program Enrollment Created 05 23 2008 1 The intake worker case worker would click the OK button to close the screen and proceed to the Case Worker Tickler View screen for review On the Main Menu scroll the mouse over the Case Mgmt over Case Worker down to and click on View Ticklers The Case Worker Tickler View screen will appear reference figure 4 19A Lag Out Agency Client Program Case Mgmt Fiscal Management Reports Hel Case Plan k Case Worker F View Tickles Figure 4 19A Main Menu View Tickler screen 2 The Case Worker Tickler View screen will appear Click on the Case Plan that you want to review reference figure 4 19B Case Worker Tickler View Flag Case Plan Trigger Date Message Projected End Date for Action Step RESUME WRITING GR RE CLASS INTERVIEW SKILLS CLASS is 05 24 2008 CW Ticklers Miew l 7 04 14 2008 Follow Up Date for Action Step RESUME WRITING CLASS INTERVIEW SKILLS CLASS is 04 14 2008 08 01 2008 Pr
47. zCcz LAM EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Client Enrolled felick client ta view enrollment summary STEVE ESTES 03 01 2008 03 01 2008 Consumer Assistance Received Units Installed Units Total Total Criminal Justice Date Recvd Date Instld Cost Deem 0 0 0 0 Employment Food HIV A1DS related r Health Care lick service name to edit Housing Shelter Material Goods Intake Worker Mental Health Care E New Transaction Timeout Personal Enrichment Substance Abuse 2 The Household Transaction Summary screen will appear The intake worker should verify the information is correct with this screen If the I amp R Transaction requires correction or editing click on the Category title reference figure 4 8 Household Transactions Summary Program Name LCHHS EzCz LAM EECC HH Enrollment Date 03 01 2008 Program Enrollment Summary Client Enrolled click client to view enrollment summary STEVE ESTES 03 01 2008 ELIZABETH ESTES 03 01 2008 I amp R Transactions click category to edit Start Received Category Date mm dd yyyy Case Management 03 01 7008 Kit Components click component name to edit Received Units Installed Units Total Total Component Name Date Recvd Date Instld Cost Deem 0 Mew Transaction Service Transactions click service name to edit Start Service Name Intake Worker Date Mew Trans
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