Home

4_LIHEAP_OPUS_Sectio..

1. Client Search Client Search View New Edit Search Parameters at least one field required Residence SSN SYSID Address Unit ie Apt B View First Name KURN City How Last Name SON OF MOGH Zip I Show Residence Info only Household When you Click in Search Results Search View Client s SSN Household Screen Mail Ph Update ET i Advanced Search NCB Update Client s Name Client Screen Residence Address Residence Screen Move i Client to HH A maximum of 100 results will be returned HH to Residence Merge HH Search Results Energy Education First Name Last Name Address View Kit Component New Sxurnos s5 KURN SON OF MOGH 1995 The link has been left in for an example SYSID which in not real Gate Cineciiication Oregon Housing and Community Services Figure 3 33 Client Search Screen Existing Client Search 113 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 9 21 IS Agency OHCS User TESTUSER Client KURN SON OF MOGH Timeout 19 39 Energy Assistance Log Out Client Program Y Fiscal v Management Reports v Help v Housing and Community Version 3 0 4T Client Search Household View View a Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence 1 nents indicat quality Vi New R ssmsvsp name Age Gen Educ vet Dis
2. Figure 3 58 Payment Edit Agency Screen Requalify Household 140 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Payment Void A Payment can only be voided if it is in a Pending Status for the current household In a similar way a user can edit a payment or deny it as long as the payment is in Pending status for the current household In general it will be a rare occasion to void payments in OPUS unless there is a specific reason such as a depletion of grant funds or some other reason Therefore the Payment View and Payment Edit screens may be used frequently to change a pending payment s information Setup 1 On the Household View screen locate the Programs section located under the household information section reference figure 3 59 0 2 J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 54 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Housing and Community Services Client v Program Y Fiscal v ManagementY Reports v Help v Client e Eon Household View View New Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version Version 3 0 4T Residence View New Edit Household View Mail Ph Update NCB Update feer Move HH to Residence Energy Education KURN SON OF MOGH View Kit Component New To Remove a Client one at a time
3. Client Version 3 0 4T Search Client Vendor New View New Edit l Vendor Information Fields marked with are required Residence Client KANG SON OF AROK ji View Name on Acct KANG SON OF AROK may may not be same as Client oa Account G456789 2013 Vendor Heat Type NORTHWEST NATURAL Natural Gas z Household View Mail Ph Update r Verification NCB Update PRE Intake Worker NU Date 11 07 2013 Ekmm dd yyyy Type Called Utility x Client to HH HH to Residence a Merge HH Comments omments concerning vendor to be placed here Energy Education View Kit Component New 1955 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 52 Client Vendor New Screen 134 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 9 21 J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 55 Energy Assistance Residence ENTERPRISE OR 97828 E Or Chi DN P 7 E BARS as services Client v Program Y Fiscal Y Managementv Reports v Help v Version 3 0 4T Client Search Household View view N Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence j n r indicate pc ta qui New ssm svs name fe ssw srsio ge cen eave vet ob ernn nace nco income eat E meme rcrsoworamen fat w rs fr w or wr v Hou
4. Housing and Community hs Client v Program Y Fiscal v Managementv Reports v Help v Version 3 0 4T Client Search Household View View New Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence H it ers en SSN SYSID View NCB Update Move EA HH to Residence Energy Education View Kit Component New New Client To Remove a Client one at a time i Remove Client s from Household Select client under the R column above then Click this button old to Unknown To Remove Househo Payments This Household Sorted by Name then Auth click header to change secondary sort 16112659 Standard Payments Previous Household Sorted by Name then Auth click header to change secondary sort 11 07 2012 C16112660 Agency Paid Figure 3 55A HH View Program Payments 2 Click the Payment link you want to edit blue and underlined link The Payment View screen will appear reference figure 3 56 When a link has been used previous within a short period of time the link can be a different color dark pink This can be used as a quickly located tool to find a link previously reviewed NOTE If you select a payment from a previous household a warning will display You are about to leave this household and go to another household that originally received this payment
5. Agency OHCS User TESTUSER Residence ENTERPRISE OR 97828 Timeout 19 51 Log Out Help v Client v Program Fiscal Y Managementv Reports Y Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Version 3 0 4T Residence Edit r Physical Address Do not edit the address unless the building has physically moved to a new location or the address is incorrect as moved create a new residence Mi Edit Residence Address PO Box is not a valid residence address HOMELESS is not a valid address If no permanent address enter physical location where they sleep under street name e g Oak St Bridge at 3rd St Super Center Parking Lot on Main 34 miles past mile post marker 35 on Hwy 166 No Direction Street Name Type Direction Unit DR gt 565 IF AGH z APT v St Zip Code 4 OR 97828 ENTERPRISE z Ci County l ENTERPRISE 97828 E tg Residence Type Multi Unit 2 4 Residence Status Rent Heat not hd WALLOWA Residence Info Energy Sources At least one source of energy must be selected Primary Source Electric I wood ELECTRIC z Vv M natural Gas C Pellet I oi I solar O Liquid Gas I Other Data Classification 2 Oregon Housing and Community Services Figure 3 10 Residence Edit Scr
6. Intake Date 10 25 2073 Ekmm dd yyyy HH Income 4 200 00 Intake Worker TN Current HH Income 1 200 00 Subsidized N Household Count 2 Current Household gt Count Referral for Weatherization M Energy Type ELECTRIC vi ig Non Energy Services nergy Related Advocacy O Overide Children I Requalify household this will update all client household and residence Blocking information including household count income subsidized status and heat type Payment Eligibility Status ACCEPTED Void Payment Deny Payment Hold Payment Payment Information Payment Type Standard Min 480 Max 480 gt Auth C16112659 Name on Acct Nendor Amount Account Status Primary NORTHWEST NATURAL 0 00 Acct CURRENT Ej KURN SON OF MOGH an G98765 2011 CURRENT ly KANG SON OF AROK we INORTHWEST NATURAL po G456789 2013 in PORTLAND GENERAL foo YES KOR SON OF RYNAR ELECTRIC i ARE a I999 KOR 97828 Direct Pay po CURRENT hy 00 gency fo CURRENT a Total 0 00 Balance 480 00 en payments are placed on Hold Comments need to be added As standard operating procedure start with Date enter comments end with intake orks initials 1838 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 69 Payment Edit Agency to Void Payment Screen 5 Clic
7. User TESTUSER Timeout 19 54 Log Out Agency OHCS Client KURN SON OF MOGH Residence ENTERPRISE OR 97828 OPUS ee Energy Assistance ret K di Housing aad Community rvices Reports v Help v Client v Program v Fiscal v Management Y Version 3 0 4T Client Search Move Client View New To Move Edit Enter into search fields for client s to move to a different household From the results below Make selections under the M column on left and right sides z then click button at end of page to Move Client s to Household Residence view NOTE One or more clients can be moved ard but only ONE household can be selected to move client s into I Client s FROM Enter at least one TO Household Enter at least one Household View SSN1 SKURNO61595 SSN SKOROS21 12 Mail Ph Update A aie SSN2 First KOR a SSN3 inet SON OF RYNAR ove i Ku Client to HH First pr HH to Residence tast SON OF MOGH Merge HH Energy Education Select M column to move select one or more Select M column to move select only one more view SSN First Last M SSN First Last Kit Component New KURNO61595 KURN SON OF MOGH 2xor092112 KOR SON OF RYNAR Move Client s to Household Household View Screen will appear next Data Classification 3 Oregon Housing and Community Services Figure 3 31B Move Client Screen 110 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classific
8. City JENTERPRISE New EET aa oO r Edit Last Name Zip I Show Residence Info only Household When you Click in Search Results Search View Client s SSN Household Screen Mail Ph Update EF Advanced Search NCB Update Client s Name Client Screen Residence Address Residence Screen E A maxi f Its will b d Client to HH maximum of 100 results will be returned HH to Residence Merge HH Energy Education View Kit Component New Data Classification 3 Oregon Housing and Community Services Figure 3 5 Client Search Residence Search When a residence is found in the database the address and city will be displayed in the Search Results reference figure 3 6 If this residence isn t correct update the residence information in the following order Create a New Residence Move a Household to New Residence OPUS Energy Assistance Agency OHCS User TESTUSER Timeout 19 57 Log Out Client v Program Y Fiscal Y Managementv Reports v Help v Client Version 3 0 4T Search Client Search View New Edit Search Parameters at least one field required em 5 A eskdence SSN E Address PAGH Unit ie Apt 8 View First Name City ENTERPRISE ar Last Name Zip I Show Residence Info only Household When you Click in Search Results Mail Ph Up ate Client s SSN Household Screen advanced Search NCB Update Client s Name Client Screen Residence Address Residence Screen m
9. rae Gen ean ver C ron sororanan fi ee cc ee roicrisonoromue fe fn fmfvfrfmfeft vorrsovornoer fe fufmefrfufmfefe een fufrfafufuf fs n fm fro fv fu ffs for EEE 18 M GED N NH sS N KURN SON OF MOGH New Client To Remove a Client one at a time Select client under the R column above then Click this button Remove Client s from Household Move Entire Household to Unknown To Remove Household Click this button l Payments This Household Sorted by Name then Auth click header to change secondary sort LP14 0 00 C16112659 Standard Deny l Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired Income Summary KANG SON OF AROK 1 200 00 Household Summary Total Income 1 200 00 vendor rvoe pn acar _ name acct_ PORTLAND y 999 K0R xor SON OF 97828 RYNAR GENERAL ELECTRIC Ne Vendor gt ms Figure 3 51 Household View Screen New Vendor Button 133 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 21 J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 18 24 OA Energy Assistance Residence ENTERPRISE OR 97828 Log Out n EL ON Housing nd Community Se Client v Program Y Fiscal v Management Reports Y v
10. ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 QI J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 49 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Client v Program Y Fiscal Y Managementv Reports Y Help v Version 3 0 4T Payment Search Payment Edit Agency View ar Fields Marked are required i Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 ki Y N KANG SON OF AROK 99 1 200 00 Y Y N APC CCN LP14 WAL LIHEAP 2014 gl gt User Information Select Applicant KOR SON OF RYNAR Intake Date 10 25 2073 lmm dd yyyy HH Income 4 200 00 Intake Worker TN Current HH Income 1 200 00 Subsidized N Household Count 2 Current Household gt Count Referral for Weatherization M Energy Type ELECTRIC 7 Non Energy Services I Energy Related Advocacy O Overide Children 7 I Requalify household this will update all client household and residence Blocking information including household count income subsidized status and heat type Payment Eligibjli PTER Void Payment Deny Payment Hold Payment Payment Info Q Payment Type Standard Min 480 Max 480 Auth 016112659 lt Name on Acct Vendor Amount Account Status Primary Acct NORTHWEST NATURAL 000 CURRENT me KURN SON OF MOGH G98765 2011 CURRENT mp KANG SON OF AROK INORTHWEST NATUR
11. i Remove Client s from Household Select client under the R column above then Click this button To Remove Household Click this button Move Entire Household to Unknown r Payments This Household Sorted by Name then Auth click header to change secondary sort TM em I I es eaaa pera EE gs Payments Previous Household Sorted by Name then Auth click header to change secondary sort LPSP14 350 00 9999 12 11 07 2012 C16112660 Combo Agency Paid L Client Vendor Vendors in red are expired ed Income Summary Figure 3 59 Household View Screen Program Links 2 Under Payments click the payment link that is in the Pending status needing to be voided The Payment View screen will appear 3 Click on the Edit Payment button or the Edit link under Payment on the Left Nav Bar reference figure 3 60 141 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Agency OHCS Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 OPUS Energy Assistance User TESTUSER Timeout 19 46 Log Out Housing gng Communi Client v Program Y Fiscal v Managementv Reports v Help v p Version 3 0 4T rer Payment View APC CCN LP14 WAL LIHEAP 2014 Edit Payment EE PAYMENT REPORTS Intake Report inta
12. Housing Community TVices Client v Program Y Fiscal v Managementv Reports Vv Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Version 3 0 4T Household View r Household Click SSN SYSID will open the Client View Screen Hover over code for full version n ssw svsi meme m SRED090990 MISS RED FIVE m SRED100110 RED SIX New Client rae cen eave ver ie Eam T a e so fw oe ps pe fm pw n om Remove Client s from Household Move Entire Household to Unknown r Payments This Household Sorted by Name then Auth click header to change secondary sort r Payments Previous Household Sorted by Name then Auth click header to change secondary sort To Remove a Client one at a time Select client under the R column above then Click this button To Remove Household Click this button l Household Summary Make any changes Save Changes r Client Vendor Vendors in red are expired vendor rvoe ea acas namera New Vendor Address r address o 1701 E FEDERATION WAY ENTERPRISE OR 97828 ADDRESS UNKNOWN PORTLAND OR 97232 r Phones t Number Jcuentmame HH Comments E 2000 characters left spaces count Data Classification 3 Oregon Housing
13. Merge HH Search Results Ny Energy Education No Results Found View Birth Kit Component New First Name Last Name Year Address Unit City Data Classification 3 Oregon Housing and Community Services Figure 3 37 Client Search Screen Residence Search 5 Ifthe search results displays a match STOP YOU CAN NOT USE THIS PROCESS Go to the beginning of Moves Section to determine correct type of move process to utilize 6 Ifthe residence is not in the result list you ll see No Results Found A new household and new residence can be created Click the New link under Residence on the Left Nav Bar reference figure 3 37 118 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OVEN Agency OHCS User TESTUSER Timeout 19 18 0 iy Energy Assistance Log Out reon NE Housing nd Community Services Client v Program Y Fiscal v ManagementY Reports v Help v Version 3 0 4T Client Search Residence New View New Edit Physical Address Kasino PO Box is not a valid residence address View HOMELESS is not a valid address If no permanent address enter physical location where they sleep under street name e g sri Oak St Bridge at 3rd St Super Center Parking Lot on Main 34 miles past mile post marker 35 on Hwy 166 No Direction Street Name Type Direction Unit Household 1701 E z FEDERATION ig way z v z be OR i Ci St Zip
14. Oregon Housing and Community Services Figure 3 65 Payment Edit Agency Screen Deny Payment Button 5 Click the Deny Payment button at top reference figure 3 65 The Payment View screen will re appear with the payment labeled Deny in the Payment Detail Section in the lower part of the Payment View screen reference figure 3 66 147 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 0 21 S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 52 Energy Assistance Residence ENTERPRISE OR 97828 Log Out reon SF Housing ang Community ervices Client v Program Y Fiscal v Managementv Reports v Help v Version 3 0 4T Pi t Search Payment View S New APC CCN LP14 WAL LIHEAP 2014 Edit Payment Edit PAYMENT REPORTS Intake Report intake Disclaimer Notice of Action Noincome Note Click on the blue diamond to view the report definitions Many report definitions reference Attachment A Click to view attachment Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 Y N KANG SON OF AROK 99 1 200 00 Y N Applicant Information Name KOR SON OF RYNAR Intake Date 10 29 2013 HH Income 4 200 00 Intake Worker TNU Eligible in HH 2 Weatherization Referral Y Subsidized N Energy Type ELECTRIC Override Children Blocking Payments N Non Energy Services N Energy Related Advocacy N
15. Payment Information Payment Type standard uth C16112659 Insert Date 10 29 2013 Insert By TNU Vendor Amount Primary Account Status Status Name on Acct ace NORTHWEST NATURAL 00 N CURRENT pen kurn SON OF MOGH 98755 2011 Total 0 00 g Comments on Payment When payments are placed on Hold Comments need to be added As standard operating procedure start with Date enter comments end with intake works initials ayment Details by Vendor NORTHWEST NATURAL ra re p 11 07 2013 Agency Paid peaa Batch rea Date Data Classification 3 Oregon Housing and Community Services Figure 3 66 Payment View Denied Screen 148 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Payment Hold A Payment can only be place in Hold if it is in a Pending Status for the current household In a similar way a user can edit a payment deny or void it as long as the payment is in Pending status for the current household In general it will be a rare occasion to place payments in a Hold status unless there is a specific reason such as a depletion of grant funds or some other reason Therefore the Payment View and Payment Edit screens may be used frequently to change a pending payment s information Setup 1 On the Household View screen locate the Payments section locate
16. click header to change secondary sort 0 00 C16112659 Standard Name Amount Chk No Chk Date Auth Type Status Client Vendor Vendors in red are expired Income Summary Figure 3 63 Household View Payment Links 2 Under Payments click the payment link that is in the Pending status needing to be voided The Payment View screen will appear 145 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 3 Click on the Edit Payment button reference figure 3 64 OREN Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 46 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Client v Program Y Fiscal Y Managementv Reports v Help v Payment Search Payment View view APC CCN LP14 WAL LIHEAP 2014 q PAYMENT REPORTS Intake Report intake Disciaimer Notice ofAction Nolncome Payment Receipt Note Click on the blue diamond to view the report definitions Many report definitions reference Attachment A Click to view attachment Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 Y N KANG SON OF AROK 99 1 200 00 Y Y N Applicant Information Name KOR SON OF RYNAR Intake Date 10 29 2013 HH Income 4 200 00 Intake Worker TNU Eligible in HH 2 Weatheriza
17. figure 3 27 4 The database will require the user to confirm they want to move the HH to unknown Click the OK button to complete the move to unknown When the HH has been moved out of the residence the HH address will appear as unknown reference figure 3 28 2 S Agency OHCS User TESTUSER U Client KOR SON OF RYNAR Timeout 19 57 3 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Nn Ch One wes Client y Program Y Fiscal Y ManagementY Reports Y Help v Version 3 0 4T Client Search Household View View New Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence View New El ssn svsID SASS Torso tin nace ne eat Fr ronsovroraman fost wf v wr or od ee View Maen dte m oror sonoroa efn fmlfr rfmlfelfv NCB Update Move Client to HH To Remove a Client one at a time Remove Client s from Household HH to Residence Select client under the R column above then Click this button Merge HH Energy Education To Remove Household Click this button Move Entire Household to Unknown View Kit Component New Payments This Household Sorted by Name then Auth click header to change secondary sort Payments Previous Household Sorted by Name then Auth click header to change secondary sort Client Vendor Vendors in red are expired Income Summary ve
18. Are you sure you want to leave this household reference figure 3 55B select OK to proceed or CANCEL to return to current HH screen x 2 You are about to leave this household and go to another household that originally received this payment Are you sure you want to leave this household OK Cancel Figure 3 55B HH View Program Payments Warning 137 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 0 21 J S Agency OHCS User TESTUSER CER Client KOR SON OF RYNAR Timeout 19 49 fe A Energy Assistance Residence ENTERPRISE OR 97828 Log Out Housing ang Community Services Client v Program Fiscal v Managementv Reports v Help v Payment Version 3 0 4T Search Payment View View APC CCN LP14 WAL LIHEAP 2014 Edit Payment Edit PAYMENT REPORTS Intake Report intake Disclaimer Notice ofAction Nolncome Payment Receipt Note Click on the blue diamond to view the report definitions Many report definitions reference Attachment A Click to view attachment Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 Y T N KANG SON OF AROK 99 1 200 00 Y Y N Applicant Information Name KOR SON OF RYNAR Intake Date 10 29 2013 HH Income 4 200 00 Intake Worker TNU Eligible in HH 2 Weatherization Referral Y Subsidized N Energy Type ELECTRIC Override Children Blocking Payments N Non Energy Services
19. Code 4 County aes ENTERPRISE 97828 OR 97828 ENTERPRISE zj WALLOWA Move Residence Info Client to HH R z m HH to Residence Residence Type MFD Mobile z Residence Status Rent Heatinc z Merge HH Energy Sources At least one source of energy must be selected Energy Education View Mi electric wood Primary Source ELECTRIC zj Kit Component New Natural Gas I Pellet O oi I solar I Liquid Gas I Other en Data Classification 2 Oregon Housing and Community Services amp Figure 3 38 Residence New Screen 7 Enter the residence information Item marked by are required entries Select Save to add the new residence to OPUS 8 From the Household View Screen click the HH to Residence link under Move on the Left Nav Bar reference figure 3 39 119 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 op J S Agency OHCS User TESTUSER Client MISS RED FIVE Timeout 19 48 Energy Assistance Log Out Client Program Y Fiscal Y Management Reports Help Y Housing and Comm Version 3 0 4T Client Search Household View View New Edit r Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence iH P ments indica View ven ae cen ete vet ob tin race nco income 3 F N DK sS N N Household SRED1
20. Data Classification 2 10 The Household View screen will appear with the household moved to the new residence reference figure 3 41 OPUS Agency OHCS User TESTUSER Client MISS RED FIVE Timeout 19 47 Energy Assistance Residence ENTERPRISE OR 97828 Out Or Chi DN EN KAR bas 4 Client v Program Y Fiscal v Managementv Reports v Help v Version 3 0 4T Client Search Household View View New Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence me F View New ef seere tome Aon Gan te vee as tim eae nce mee eat seomome fmssneome Seo a e e ax Household SRED100110 RED SIX 3 F No N N DK 5 N N View Mail Ph Update New Client NCB Update To Remove a Client one at a time Remove Client s from Household Move Select client under the R column above then Click this button er lt A To Remove Household Click this button Move Entire Household to Unknown Merge HH Energy Education l Payments This Household Sorted by Name then Auth click header to change secondary sort mw View l Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired Household Summary vendor rvoe on accte namerna New Vendor f Address m Address HH Type 1701 E FEDERATION WAY 55 ENTERPRISE OR 97828 Household Subsidized ADDRE
21. Fields marked with are required wildcards will be removed Residence First Name JKURN DOB 05 03 1965 EEkmm dd yyyy View New Last Name SON OF MOGH gt Create ID Edit SSN Sys SKURNO50365 ia Gear Household View i i fa F Mail Ph Update OPUS will search the database to find this client before creating a new record NCB Update Move l Possible Pre Existing Client Matches Client to HH z HH to Residence SSN First Name Last Name DOB Merge HH f Ekurnos sos J KURN SON OF MOGH 06 15 1995 Energy Education View New Kit Component New Add Member The link has been left in for an example SYSID which in not real Oregon Housing and Community Services amp Data Classification 3 Figure 3 29 Client Search New Screen 108 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 2 The Client View Screen will appear Click on the Client to HH link on the left nav bar under Move reference figure 3 30 S Agency OHCS User TESTUSER Client KURN SON OF MOGH Timeout 19 57 ots Energy Assistance Residence ENTERPRISE OR 97828 Log Out Nn ETON Eg Housing nd Community vices Client v Program Y Fiscal v Managementv Reports v Help v Client 5 Version 3 0 4T Search Client View View New Select Another Client in HH WORF SON OF MOGH z Go Edit r Client Informat
22. Fiscal v Managementv Reports v So ty Services Client Version 3 0 4T Search Move Household to Residence View New To Move Household _ ae Edit Enter in search fields for an existing household to move to an existing residence Choose HH and Residence in results then click button at end of this page Residence to Move Household to Residence view NOTE Only ONE household can be move to ONE residence Edit FROM Household TO Residence rn SSN e g 000 00 0000 Address F2FEDERATION I Mail Ph Update p x NCB Update First RED e g John City ENTERPRISE Move Last FIVE g Smith Zip 27828 Client to HH HH to Residence Search Merge HH Select ONLY one HH under the M column elect ONLY one Residence under the M column SN First Last M Address Energy Education RED090930 IRED FIVE 12893 FEDERATION WAY View ENTERPRISE OR 97828 Kit Component New 1701D FEDERATION BLVD STE 10F ENTERPRISE OR 97828 e J 1701 E FEDERATION WAY NTERPRISE OR 97828 Move Household to Residence Household View Screen will appear next Data Classification 3 Oregon Housing and Community Services Figure 3 43A Move Household to Residence Screen OPUS Agency OHCS User TESTUSER 6 Timeout 18 41 HRN Energy Assistance Log Out Oreton Housing ang Commun y Client v Program Y Fiscal Y Managementv Reports v Help v ervices Cli
23. Household Subsidized 666 PAGH DR APT 1 ENTERPRISE OR 97828 HH Comments r Phones Number Client Name HEr m esso feen _ 2000 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 47 HH View Screen Merge Completed 128 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 4 Update mailing address for Household reference figure 3 48 In Household View in the Left Nav Bar 1 click Mail Ph Update link Selected the appropriate mailing address from the dropdown 2 then 3 click Update Mailing Changes Windows Internet Explorer will request confirmation Are you sure you want to Update Household information Click 4 OK The clients in the HH will be updated at the same time with the same address reference figure 3 48 22 S Agency OHCS User TESTUSER EN l I Client KOR SON OF RYNAR Timeout 19 39 amp A 3 5m Energy Assistance Residence ENTERPRISE OR 97828 Log Out n CLO NE jj Housing ang Community vices Client v Program v Fiscal v Managementv Reports v Help v Household Mail and Phone Update View New Edit r Update Mailing Address for Household Choose an address from menu OR enter a new one below Version 3 0 4T Residence View New 999 PAGH ST ENTERPRISE
24. NCB Update Comments Move Client to HH HH to Residence Merge HH vi Energy Education 2000 characters left spaces count View Kit Component New Mailing Address Choose an address from the list add a new address or edit the current mailing address below Edit Current Mailing Address gt HOMELESS is not a valid address If no permanent address enter physical location where they sleep under street name e g Oak St Bridge at 3rd St Super Center Parking Lot on Main 34 miles past mile post marker 35 on Hwy 166 Direction Street Name No Type Direction Unit p39 v AGH ST gt gt Cii ST Zip Code 4 County ENTERPRISE 97828 z 97828 ENTERPRISE WALLOWA Client Characteristics Gender MALE Disabled NO z Ethnicity REFUSED gi Veteran YES Education POST SECONDARY NO DEGREE gt Language MAYAN GROUP z Homebound 7 Transport NO z Race Check all that apply I African American Don t Know I American Indian Alaska Native Refused I Asian I Native Hawaiian or Pacific Islander Oregon Tribes IT white Non Cash Benefits Check all that apply SNAP Oregon Health Plan M MEDICARE none wc Mva Med Serv TANF Child Care Don t Know TANF Trans Other TANF Public Rental Assist refused IV Other Health Ins Other Source I Temp Rental Assist Save Changes Data Classification 3 Oregon Housing and Communit
25. Name then Auth click header to change secondary sort view Kit Component New Name Amount Chk No Chk Date Auth Type Status LP14 0 00 C16112659 Standard Deny Payments Previous Household Sorted by Name then Auth click header to change secondary sort Client Vendor Vendors in red are expired Income Summary Vendor Type Pri Acct Name Acct KOR SON OF RYNAR 3 000 00 PORTLAND 999 KOR KOR SON OF KANG SON OF AROK 1 200 00 GENERAL E Y 97828 RYNAR ELECTRIC New Vendor Household Summary Total Income 4 200 00 Address of OMI 1701 VORCHA AVE SPC 3 P ENTERPRISE OR 97828 TG Household Subsidized Make any changes Save Changes w 503 988 8888 KOR SON OF RYNAR El 2000 characters left spaces count Data Classification 3 Oregon Housing and Community Services 81 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Figure 3 3 HH view screen The Household View screen will appear reference figure 3 3 On Son of Rynar s HH View screen it displays the following 1 Son of Rynar s household includes other members 2 The Son of Rynar s address If the address on the application is different from what is displayed on the HH view screen the address will need to be updated To update the address and or phone number click on Residence View
26. Screen will appear next Data Classification 3 Oregon Housing and Community Services Figure 3 31C Client Move Verification 111 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPT S Agency OHCS User TESTUSER Client KURN SON OF MOGH Timeout 19 10 Energy Assistance Out reti On R Housing an ZOU Services Client s Program Y _ Fiscal v Management Reports v Help v Version 3 0 4T Client Search I Household View View a _ Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence I GU New r ssn svs age Gen Educ vet nisb ethn Race nce income ca IE oss eorsoworamae for fm fs fr fu farfar fr v ao E ne ee View NCB Update SKURNO61595 KURN SON OF MOGH Move Client to HH New Client HH to Residence Merge HH To Remove a Client one at a time Remove Client s from Household Select client under the R column above then Click this button Sartid Education To Remove Household Click this button Move Entire Household to Unknown Kit Component New Payments This Household Sorted by Name then Auth click header to change secondary sort _ Payments Previous Household Sorted by Name then Auth click header to change secondary sort Client Vendor Vendors in red are expired Income Summary vendor
27. be at the Move Client Screen Enter the Clients FROM information and the TO household information and click the Search Button reference figure 3 31A User TESTUSER Timeout 19 02 Log Out Reports v Help v Agency OHCS Client KURN SON OF MOGH Residence ENTERPRISE OR 97828 OPUS Energy Assistance Client v Program Y Fiscal v Management Y Client 3 Version 3 0 4T Search Move Client View New To Move Edit Enter into search fields for client s to move to a different household From the results below Make selections under the M column on left and right sides 5 then click button at end of page to Move Client s to Household Residence view NOTE One or more clients can be moved ae but only ONE household can be selected to move client s into i Client s FROM Enter at least one TO Household Enter at least one Household View SSNi JSKURNO6 1595 SSN SKOR092112 ene pone SSN2 First KOR i SSN3 Last SON OF RYNAR love i kurn oo Client to HH First URN HH to Residence Last SON OF MOGH Merge HH Sean Energy Education View Kit Component New Data Classification 3 Oregon Housing and Community Services Figure 3 31A Move Client Screen Search 4 Select the radio button corresponding to the client to be moved and then select the corresponding radio button for the client household to be moved to The click the Move Client s to Household button reference figure 3 31B
28. benefits household is receiving and select Apply to Household button reference figure 3 21 Warning This will override any previously entered NCB s for individuals reference figure 3 22 OJ 2 S Agency OHCS User TESTUSER BA Nf me U Client KOR SON OF RYNAR Timeout 18 59 FOSS Energy Assistance Residence ENTERPRISE OR 97828 Log Out n CLON j oS Housing ang Community Services Client v Program Y Fiscal Y Managementv Reports v Help Y Version 3 0 4T Client Search Household Non Cash Benefits Update View New KOR SON OF RYNAR Edit Non Cash Benefits Check all that apply Residence snar Oregon Health Plan M MEDICARE None View wc MVA Med Serv TANF Child Care Don t Know New TANF Trans Other TANF Sartre afar Edit IV Other Health Ins other Source Household View Mail Ph Update KOLOTH SON OF DAMAR NCB Update Non Cash Benefits Check all that apply Move SNAP MV Oregon Health Plan IM MEDICARE None Client to HH Cwic MVA Med Serv TANF Child Care Don t Know HH to Residence TANF Trans Other TANF Public Rental Assist Refused Merge HH Other Health Ins other Source I Temp Rental Assist Energy Education oe Apply to Household Kit Component New KANG SON OF AROK Non Cash Benefits Che SNAP IV Oregon Health Plan MEDICARE none 7 TANF Child Care wc Don t Know TANF Trans Other TANF Public Rental Assist Refused Other Health Ins other Source Temp
29. from the Left Nav Bar The Residence View will appear reference figure 3 4 Agency OHCS User TESTUSER lt LN AN Client KOR SON OF RYNAR Timeout 19 58 R A Residence ENTERPRISE OR 97828 Log Out reton KS IA Housing and Community Services Client v Program Y Fiscal Y Managementv Reports v Help v Client pA m Version 3 0 4T Search Residence View View New Physical Address Edit 1701 VORCHA AVE SPC 3 ENTERPRISE OR 97828 Residence View Residence Info New Edit Status Rent Heat not Type MFD Mobile County WALLOWA Household View ka Energy Sources Mail Ph Update Y Electric N Wood Primary Source ELECTRIC NCB Update N Natural Gas N Pellet Move N oil N Solar Client to HH HH to Residence N Liquid Gas N Other Edit Residence Merge HH Energy Education View Kit Component New Data Classification 2 Oregon Housing and Community Services Figure 3 4 Residence View and Edit 3 The HH includes a second person who meets the definition of a HH member If anew application was to include a third person not yet in the system the HH information would require an update to add another person A review of the Household View screen from the initial client search makes it easy and quick to discover any information that would require to be updated When updating residence information always search for the new address first From a residence search you can determine how to proceed from one of the
30. of Rynar s address and click the Search button The Search Results indicates Kor Son of Rynar Kang Son of Arok and Koloth Son of Damar affiliated with the address Click on Kor s SSN to get to the Household View screen reference figure 3 26 21 IS Agency OHCS User TESTUSER Timeout 19 49 Energy Assistance Log Out Client v Program Y Fiscal v Managementv Reports v Help v NS J Housing ang Community Services Version 3 0 4T Client Search Client Search View New Edit l Search Parameters at least one field required Residence SSN SYSID Address 1701 VORCHA AVE Unit Pc E ie Apt 8 View First Name City ENTERPRISE ri Last Name Zip I Show Residence Info only Household When you Click in Search Results View Client s SSN Household Screen Mail Ph Update eee Advanced Search NCB Update Client s Name Client Screen Residence Address Residence Screen Hwe i f Its will b d Client to HH A maximum of 100 results will be returned HH to Residence Merge HH Search Results Energy Education First Name Last Name ver Address Unit City View oar Kit Component New 5xoros2112 SON OF RYNAR 1701 VORCHA AVE ENTERPRISE SKANG121213 I ANG SON OF AROK 1701 VORCHA AVE SPC 3 ENTERPRISE SKOLOTH052430 r COLOTH SON OF DAMAR 1701 VORCHA AVE SPC 3 ENTERPRISE 1701 VORCHA AVE SPC 3 ENTERPRISE The link has been left in for an example SYSID whi
31. then Auth click header to change secondary sort To Remove Household Click this button Name Amount Chk No Chk Date Auth Type Status Payments Previous Household Sorted by Name then Auth click header to change secondary sort Client Vendor Vendors in red are expired Household Summary Vendor Type Pri Acct Name Acct New Vendor Address X Address M ADDRESS UNKNOWN PORTLAND OR 97232 Phones HH Comments 2000 characters left spaces count T I Number Client Name Data Classification 3 Oregon Housing and Community Services Figure 3 42 Household View Screen 2 Enter the Client s FROM SSN and or name and enter TO Residence information click Search reference figure 3 43A 3 The HH to be moved FROM Household and the TO Residence information will appear Check the appropriate box es to complete the move Click on Move Household to Household button reference figure 3 43A Windows Internet Explorer comment will appear asking for a confirmation of the move Are you sure you want to move the selected household reference figure 3 43B 123 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Agency OHCS User TESTUSER Timeout 19 38 Energy Assistance Log Out reon Help v Housing and Communi Client Program Y
32. 0 00 PORTLAND N d pop l Household Summary BL Figure 3 49 Household View Screen Client Vendor Client Vendor Edit The Client Vendor screen will appear The Client Vendor screen allows client household information to be updated The Client drop down box will allow different names to be chosen within the specific household From this screen you can make changes and then select the Save Changes button reference figure 3 50A 130 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Client Vendor Remove You can remove the vendor by selecting the Remove This button initiates a double check asking Are you sure you want to Remove Vendor Select OK to proceed with the removal or CANCEL reference figure 3 50B QI J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 34 f Energy Assistance Residence ENTERPRISE OR 97828 Log Out 0 n Housing ging Community vices Client v Program Y Fiscal v Management Reports v Help Version 3 0 4T Client Per Search Client Vendor Edit View New Edit l Vendor Information Fields marked with are required Residence Client KOR SON OF RYNAR z View Name on Acct KOR SON OF RYNAR may may not be same as Client oa Account 899 KOR 97828 Vendor Heat Type PORTLAND GENERAL ELECTRIC Electric Househo
33. 00 Comments on Payment When payments are placed on Hold Comments need to be added As standard operating procedure start with Date enter comments end with intake works initials Payment Details by Vendor NORTHWEST NATURAL Pending Batched Check 11 07 2013 gency Paid Pre pr pr Date Data Classification 3 Oregon Housing and Community Services Figure 3 70 Payment View Hold Screen 152 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2
34. 00110 RED SIX NO N View Mail Ph Update New Client NCB Update To Remove a Client one at a time Remove Client s from Household Move Select client under the R column above then Click this button H to Residence To Remove Household Click this button Move Entire Household to Unknown Energy Education l Payments This Household Sorted by Name then Auth click header to change secondary sort view l Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired Household Summary vendor rvoe em neste Name aca New Vendor m men I ADDRESS UNKNOWN PORTLAND OR 97232 Household Subsidized r Phones Make any changes Save Changes HH Comments i Ei 2000 characters left spaces count T Number Client Name Data Classification 3 Oregon Housing and Community Services amp Figure 3 39 Household View Screen Enter the Client s FROM SSN and or name and enter TO Residence information click Search reference figure 3 40 9 The HH to be moved FROM Household and the TO Residence information will appear Check the appropriate box es to complete the move Click on Move Household to Household button reference figure 3 40 Windows Internet Explorer comment will appear asking for a confirmation of the move Are you sure yo
35. AL IG456789 2013 fo 00 PORTLAND GENERAL 00 CURRENT Bl YES KOR SON OF RYNAR fo 00 D 00 ELECTRIC 999 KOR 97828 Direct Pay CURRENT El ty agency 5 CURRENT Er Totall 0 00 Balance 480 00 hen payments are voided Comments need to be added As standard operating procedure start with Date enter comments end with intake orks initials 1846 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 61 Payment Edit Agency to Void Payment Screen 5 Click the Void Payment button at top reference figure 3 61 The Payment View screen will re appear with the payment labeled Voided in the Payment Detail Section in the lower part of the Payment View screen 143 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 0121 S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 52 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Client v Program Y Fiscal Y Management Reports v Help v Version 3 0 4T Payment Search Payment View View New APC CCN LP14 WAL LIHEAP 2014 Edit Payment Edit PAYMENT REPORTS Note Click on the blue diamond to view the report definitions Many report definitions reference Attachment A Click to view attachment Client Name Age Income SSN Verified Adult ID Payment Other H
36. B Update Client s Name Client Screen Residence Address Residence Screen Move Client to HH A maximum of 100 results will be returned HH to Residence Merge HH Search Results Energy Education No Results Found View Birth Kit Component New First Name Last Name Year Address Unit City Data Classification 3 Oregon Housing and Community Services Figure 3 7 Client Search for residence To complete the Move a Household to New Residence follow the steps in the Moves section titled Move household to a New Residence On the Left Nav Bar click the Residence New link The Residence New screen will appear reference figure 3 8 Reference Section Two Client Intake Residence New for additional information to create new residences 85 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Agency OHCS User TESTUSER BE Timeout 19 54 m US Services Client v Program Y Fiscal v Management Y Reports v Help v Client Version 3 0 4T Search Residence New View New Edit Physical Address Rasidence PO Box is not a valid residence address View HOMELESS is not a valid address If no permanent address enter physical location where they sleep under street name e g ar Oak St Bridge at 3rd St Super Center Parking Lot on Main 34 miles past mile post marker 35 on Hwy 166 No Direction Street Name Type Direction Unit Household J
37. Client Edit Save Changes 98 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Household Non Cash Benefits Update Setup On the Household View Screen 1 Click the NCB Update link on the Left Nav Bar under Household reference reference figure 3 20 Note You must have either a household and or client in active memory reference figure 2 18 2 S Agency OHCS User TESTUSER K SRN ESTAS Client KOR SON OF RYNAR Timeout 19 33 amp Energy Assistance Residence ENTERPRISE OR 97828 Log Out CEON Housing ng Communi es Client v Program Y Fiscal v Management Reports v Help Y Version 3 0 4T Client Search Household View View New Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence iH ol ments indicate poor data quali View New ssm svsmp name Age Gen sauc vet nisb ethn race nce income Ede korsonoramar mf es v w r jer v v Household KANG SON OF AROK desrenjas v View y E EPE NCB Update Move Client to HH To Remove a Client one at a time Remove Client s from Household HH to Residence Select client under the R column above then Click this button Merge HH To Remove Household Click this button Move Entire Household to Unknown Energy Education View Kit Component New Payments This Household S
38. Client to HH A maximum of 100 results will be returned HH to Residence Merge HH Energy Education View Kit Component New Data Classification 3 Oregon Housing and Community Services Figure 3 11 Client Search Screen 2 In the results click the client s SSN number link to access Household View screen reference figure 3 12 88 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Agency OHCS User TESTUSER Timeout 19 54 Energy Assistance Log Out Orero HU Housing ging Community ervices Client v Program Y Fiscal Y Managementv Reports v Help Client Version 3 0 4T Search Client Search View New Edit r Search Parameters at least one field required Residence SSN SYSID I Address Unit ie Apt B View First Name KOR City a Last Name SON OF RYNAR Zip I Show Residence Info only Household When you Click in Search Results View lient s SSN hold Screen Mail Ph Update cl lent s SS jp old Scree Advanced Search NCB Update Client s Name Client Screen Residence Address Residence Screen Move A maximum of 100 results will be returned Client to HH HH to Residence Merge HH Search Results Year View Kit Component New skoros2112 gpr SON OF RYNAR 1912 1701 VORCHA AVE SPC3 ENTERPRISE The link has been left in for an example SYSID which in not real Data Classification 3
39. Component New oe ma Address 1 Address 2 City State Zip Save Data Classification 3 Oregon Housing and Community Services Figure 3 25 Income amp Employer Edit Screen Delete Confirmation 4 Ifa new income needs to be added click the New Income button Note Complete all required information using the same steps used to edit client information Click the Save button when complete reference figure 3 24 104 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Moves There are six different ways to process moves in OPUS 1 Move Client s Household to Unknown Move Client s to Household Move Adding Client s to Existing Residence Move Household to New Residence Move Household to Existing Residence Merge Household with another Household An RWN The following examples demonstrate move scenarios Move Client s Household to Unknown Jean Luc Picard submitted his application for assistance Searching the database using the client s SSN Jean Luc Picard was not in the database A search for the client s current address 1701 Federation Way Enterprise OR 97828 was completed and found the address in the database with a different client identified as Lisa and Steven Adams NOTE Absolutely never edit a residence address to move a household to a new address Setup 1 On the Client Search screen enter Kor Son
40. H KOR SON OF RYNAR 101 3 000 00 h N KANG SON OF AROK 99 1 200 00 Y Y N Applicant Information Name KOR SON OF RYNAR Intake Date 10 29 2013 HH Income 4 200 00 Intake Worker TNU Eligible in HH 2 Weatherization Referral Y Subsidized N Energy Type ELECTRIC Override Children Blocking Payments N Non Energy Services N Energy Related Advocacy N Payment Information Payment Type Istandard lauth c1s112659 Insert Date 10 29 2013 Insert By NU Vendor Amount Primary Account Status Status Name on Acct Acct NORTHWEST NATURAL 00 N CURRENT Coa Y kurn SON OF MOGH s98765 2011 Total 0 00 Comments on Payment When payments are placed on Hold Comments need to be added As standard operating procedure start with Date enter comments end with intake works initials ayment Details by Vendor INORTHWEST NATURAL frr pee Check 11 07 2013 jasy Paid eee Fe Check Date Data Classification 3 Oregon Housing and Community Services amp Figure 3 62 Payment View Voided Screen 144 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Payment Deny A Payment can only be Denied if it is in a Pending Status for the current household In a similar way a user can edit a payment or void it as long as the payment is in Pending status for the current household In general on the occasion that a payment is denied t
41. Mail Ph Update lt NCB Update Move Client to HH E HH to Residence Merge HH Phone 503 988 8888 Type WORK Edit Energy Education Phon F Ext Type CELL pg View Kit Component New r Mailing Address 999 PAGH ST ENTERPRISE OR 97828 County WALLOWA Client Characteristics Gender MALE Disability NO Ethnicity REFUSED Veteran YES Education POST SECONDARY NO Language MAYAN GROUP DEGREE Homebound UNKNOWN Race REFUSED Oregon Tribe Edit Client View Household Non Cash Benefits IN SNAP v Oregon Health Plan fy_ MEDICARE N wic Ir VA Med Serv N_ TANF Child Care IN TANF Trans N Other TANF N Public Rental Assist fy Other Health Ins N Other Source ly femp Rental Assist l Payments This Household Sorted by Name then Auth click header to change secondary sort l Payments Previous Household Sorted by Name then Auth click header to change secondary sort Income Employer Setting to None None Zero Income Don t Know or Refused will delete all income Does this client have any income YES La CTL UNEMPLOYMENT SP STATE OF OREGON 250 00 s3 000 00 09 28 2002 fv n FS 2 Data Classification 3 Oregon Housing and Community Services Figure 3 23 Client View Screen Edit Income Employer 102 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 2 To edit inc
42. N Energy Related Advocacy N Payment Information Payment Type Standard Auth C16112659 Insert Date 10 29 2013 Insert By TNU Vendor Amount Primary Account Status Status Name on Acct Acct PORTLAND GENERAL ELECTRIC 00 Y CURRENT Deny KOR SON OF RYNAR lo99 Kor 97828 Total 0 00 Comments on Payment Client did not return signed application Payment Details by Vendor PORTLAND GENERAL ELECTRIC Pending Batched Check 11 06 2013 Agency Paid a Batch Check Date Data Classification 3 Oregon Housing and Community Services Figure 3 56 Payment View 3 The Payment View screen provides details about a specific payment At the bottom of the screen is a section called Payment Details by vendor This section provides a tracking system by vendor for each stage of a payment cycle from Pending to Agency Paid 4 Click the Payment Edit button reference figure 3 56 The Payment Edit screen will appear reference figure 3 57 Note Payments in Pending status and the current household can be edited 5 A different APC may be chosen from the drop down menu then click the Load button This re qualifies the household under the new APC fund type Once Accepted reference Payment Eligibility Status section middle of screen then proceed and fill out the rest of the information then cl
43. OR 97828 ADDRESS UNKNOWN ENTERPRISE OR 97828 miles past mile post marker 35 on Hwy 166 Type Direction Unit M BC 4 County Mail Ph Update NCB Update Client to HH HH to Residence Modify Phones for Household Add HH will add the phone to all clients in the household Delete HH will delete all phone for all Merge HH clients in the household Energy Education f KOR SON OF RYNAR View Kit Component New Phone 503 988 8888 Type WORK Edit Delete Phone Lo Ext S Type f r i cL ME Add HH Delete HH Message from webpage x KOLOTH SON OF I Phone Cr LoD KANG SON OF AROK Phone Ext Type CELL v HH Delete l WORF SON OF MOGH Phone 503 999 0000 Type CELL Edit Delete Phone 800 555 9422 Type HOME Edit Delete Phone Ext Type CELL z Add HH Delete HH ALEXANDER ROZHENKO Phone 800 555 9422 Type HOME Edit Delete Phone Ext Type CELL z Add HH Delete HH Data Classification 3 Oregon Housing and Community Services Figure 3 48 Household Mail and Phone Update Screen Update Household Mailing Address 129 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Client Vendor Edit Remove New Vendor Periodically client vendor records need to be updated with new account numbers or a household may be serviced through a different vendor Setup On the Househ
44. Oregon Housing and Community Services Figure 3 40 Move Household to Residence Screen OPUS Energy Assistance Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Agency OHCS User TESTUSER Timeout 18 41 aoa Ore UKEN ervices Client v Program Y Fiscal v Managementv Reports Y Version 3 0 4T Move Household to Residence To Move Household Enter in search fields for an existing household to move to an existing residence Choose HH and Residence in results then click button at end of this page to Move Household to Residence NOTE Only ONE household can be move to ONE residence FROM Household TO Residence FEDERATION SSN e g 000 00 0000 Address First RED e g John City ENTERPRISE Last x FIVE Message from webpage x Select ONLY one HH un YD Are you sure you want to move the selected household r Gane m SSN SRED090990 ence under the M column e r DN BLVD STE 10F NTERPRISE OR 97828 2 Ee E FEDERATION WAY NTERPRISE OR 97828 Household View Screen will appear et Data Classification 3 Oregon Housing and Community Services Figure 3 40A Confirmation to move to HH to Residence 121 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients
45. Oregon Housing and Community Services Figure 3 12 Client Search Screen with results 89 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 3 Under the HH Members section click the New Client button reference figure 3 13 The Client Search New screen will appear next Agency OHCS User TESTUSER K SRN EN DE Client KOR SON OF RYNAR Timeout 19 57 Residence ENTERPRISE OR 97828 Log Out Oret One RE Housing CUS Services Client Program Y Fiscal v Managementv Reports v Help v Search Household View ee new r Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence HH Membe Bold Red elements indicate poor data quality l New e ssw svsi mame age Gen eave vet piso enn nace nen income cae MM lt ossomoramar sor m es v on ore oer vy v Household pp HE ine son or arok 99 M PS Y N H s N Y View Mail Ph Update r NCB Update To Remove a Client one at a time q Remove Client s from Household Move Select client under the R column above then Click this button ent SA oe To Remove Household Click this button Move Entire Household to Unknown Merge HH Energy Education r Payments This Household Sorted by Name then Auth click header to change secondary sort View LP14 0 00 C16112659 Standard Deny l Payments Previous Household Sort
46. Rental Assist Save Chang iy to Household gt Data Classification 2 Oregon Housing and Community Services Figure 3 21 Household Non Cash Benefits Update Screen The next screen shows the results for the Apply to Household button selection 100 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Energy Assistance Agency OHCS Client KOR SON OF RYNAR Client v Program Y Residence ENTERPRISE OR 97828 Fiscal v Management User TESTUSER Timeout 19 53 Log Out Reports v Help v Orern Housing ng Community vices Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Household Non Cash Benefits Update Version 3 0 4T KOR SON OF RYNAR Non Cash Benefits Check all that apply snap IV Oregon Health Plan Ewic IM va Med Serv TANF Trans Other TANF Mother Health Ins Other Source Z MEDICARE None TANF Child Care Don t Know I Public Rental Assist Refused Temp Rental Assist KOLOTH SON OF DAMAR Non Cash Benefits Check all that apply snap V Oregon Health Plan IM MEDICARE None Ewic MVA Med Serv TANF Child Care Don t Know TANF Trans Other TANF Public Rental Assist Refused I Other Health Ins
47. SS UNKNOWN PORTLAND OR 97232 Make any changes HH Comments Phones T Number Client Name 2000 characters left spaces count Oregon Housing and Community Services Figure 3 41 Household View Screen after move to New Residence 122 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Move Household to Existing Residence 1 From the Household View Screen click the HH to Residence link under Move on the Left Nav Bar reference figure 3 42 OPUS Energy Assistance Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move HH to Residence Energy Education View Kit Component New Household Click SSN SYSID will open the Client View Screen Hover over code for full version User TESTUSER Timeout 19 48 Log Out Help v Agency OHCS Client MISS RED FIVE Oreton Housing ang Community Reports v Client v Fiscal v Household View Program v Management Version 3 0 4T HH Member e s v mme SRED090990 MISS RED FIVE 23 m SRED100110 RED SIX 3 F New Client To Remove a Client one at a time Select client under the R column above then Click this button Remove Client s from Household Move Entire Household to Unknown Payments This Household Sorted by Name
48. Section Three Client Intake Existing The user will learn how to update and edit existing household records in the OPUS database in this section These records include client residence income employer and household summary Using data entry screens all records updated and edited prepare the database to assimilate required information to qualify a household for program assistance Client Search 79 Household View screen 81 Residence Search 83 Verifying Data on Views 86 Residence Edit 86 Add Client s to Existing Household 88 Client s Edit 96 Household Non Cash Benefits Update 99 Income Edit Employer or Delete Income Employer 102 Moves 105 Move Client s Household to Unknown 105 Move Client to Household 108 Move Adding Existing Client s to Existing Household 113 Move Household to New Residence 118 Move Household to Existing Residence 123 Merge Household with Another Household 126 Client Vendor Edit Remove New Vendor 130 Client Vendor Edit 130 Client Vendor Remove 131 Client Vendor New 133 Payment Edit Void or Deny 136 Payment Edit 137 Requalify Household 140 Payment Void 141 Payment Deny 145 Payment Hold 149 Energy Education See Section 4 Kit Components See Section 4 77 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 All SSNs throughout this manual have be covered for confidentiality purposes even though
49. To Remove a Client one at a time Remove Client s from Household Select client under the R column above then Click this button rei Education To Remove Household Click this button Move Entire Household to Unknown Kit Component New Payments This Household Sorted by Name then Auth click header to change secondary sort LP14 0 00 C16112659 Standard Deny l Payments Previous Household Sorted by Name then Auth click header to change secondary sort Client Vendor Vendors in red are expired Income Summary vendor wee Pri accte_ wame ace_ lane soxoranox mme path y 999 KOR KOR SON OF ELECTRIC 97828 RYNAR r Household Summary Total Income 1 200 00 p of Poverty Total of Persons 999 PAGH ST HH Type Co Habitans E genom 666 PAGH DR APT 1 ENTERPRISE OR 97828 Make any changes HH Comments Ei 2000 characters left spaces count th 503 988 8888 KOLOTH SON OF DAMAR Iw lt 503 988 8888 KOR SON OF RYNAR 503 000 9999 KURN SON OF MOGH Data Classification 3 Oregon Housing and Community Services Figure 3 36 Household View Screen Clients Merged 117 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Move Household to New Residence Create New Residence Searching to ensure that the residence does not already exis
50. a Classification 3 Oregon Housing and Community Services Figure 3 34 HH View Screen Move existing client to existing residence 114 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 0 21 IS Agency OHCS User TESTUSER E Client KURN SON OF MOGH Timeout ET 24 s Energy Assistance n CLO p N KU CUS ervices Client v Program Y Fiscal v Managementv Reports v Help v Client T p Version 3 0 4T Search Move Household to Residence vr To Move Household Edit Enter in search fields for an existing household to move to an existing residence Choose HH and Residence in results then click button at end of this page to Move Household to Residence Residence nee NOTE Only ONE household can be move to ONE residence Edit FROM Household TO Residence Household ssn TT we e ooo 00 0000 Address 666 PAGHDR PPTI Mail Ph Update NCB Update First KOR e g John City ENTERPRISe Move Last ISON OF RYNAR e g Smith Zip 07828 Client to HH HH to Residence Merge HH Energy Education View Kit Component New Data Classification 3 Oregon Housing and Community Services Figure 3 35A Move Household to Residence Enter the Client s FROM SSN and or name and enter TO Residence information click Search reference figure 3 35A 2 The client s to be moved FROM Household and the TO Residence information will appe
51. abase to find this client before creating a new record View Kit Component New Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 48 Residence ENTERPRISE OR 97828 Log Out Client v Program Fiscal v Management Y Reports v Help v Possible Pre Existing Client Matches SSN First Name Last Name DOB INo Results Found Add New Member Data Classification 3 Oregon Housing and Community Services Figure 3 14 Client Search New Screen Add New HH Member Search On the Client Search New screen under Possible Matches clients will appear if the name and or SSN SYSID number is close to the search criteria entered If the Possible Matches do not match the client in question click on the Add New Member button The Client New screen will appear Fields marked with require responses to be selected 4 Type or select the following Title salutation if necessary Legal first name middle name last name Review social security number or system identification number for accuracy SSN Verification This is to describe if the SSN is full or don t know don t have or refuse for system identification Client Comments Box One phone number extension and type Mailing Address The first client created for a household type their mailing address in provided boxes For subsequent clients the select from drop d
52. and Community Services Figure 3 44 Household View Screen after move to New Residence 125 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Merge Household with Another Household 1 In Household View locate the household you want to merge with another household On the Left Nav Bar click Merge HH link reference figure 3 45 9 2 IS Agency OHCS User TESTUSER or Client KOR SON OF RYNAR Timeout 19 55 Energy Assistance Residence ENTERPRISE OR 97828 Log Out ni MONKS Wy Housing an GUS Services Client v Program Y Fiscal Y Managementv Reports v Help v Version 3 0 4T Client e Search Household View view New Edit Housebald click SEN SYSID will open the Client View Screen Hover over code for full version Residence H bers old r z r dat New ssm svsp name eie e ssn svs Age Gen Educ vet Disb ethn Race nce income Housel vanes ranssororasoe fm fulfmlfvfufafe fv f NCB Update Move Client to HH New Client kl on ce Merge HH To Remove a Client one at a time Remove Client s from Household Select client under the R column above then Click this button Energy Education View To Remove Household Click this button Move Entire Household to Unknown Kit Component New l Payments This Household Sorted by Name then Auth click header to change secondary sort Name Amount Chk No Chk D
53. ar Check the appropriate box es to complete the move Click on Move Client s to Household button reference figure 3 35B Windows Internet Explorer comment will appear asking for a confirmation of the move Are you sure you want to move the selected household 0121 J S Agency OHCS User TESTUSER Client KURN SON OF MOGH un 19 52 Energy Assistance ret 0 p Q KU GUS vices Client v Program Y Fiscal v Managementv Reports v Help v Client is Version 3 0 4T Search Move Household to Residence View New To Move Household An Edit Enter in search fields for an existing household to move to an existing residence Choose HH and Residence in results then click button at end of this page to Move Household to Residence Residence NOTE Only ONE household can be move to ONE residence Edit FROM Household TO Residence so SSN e g 000 00 0000 Address fse PAGH DR p PT 1 Mail Ph Update NCB Update First KOR e g John City ENTERPRISE Move Last SON OF RYNAR e g Smith Zip 07828 Client to HH HH to Residence Merge HH Select ONLY one HH under the M column Select ONLY one Residence under the M column i SSN First Last M Address Energy Education KORO92112 kor _ SON OF RYNAR Oe PAGH DR APT 1 View ENTERPRISE OR 97828 Kit Component New Move Household to Residence Household View Screen will appear next Oregon Housing and Community Services Data Classif
54. ate Auth Type Status l Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired Income Summary vendor wwe pn acas namera kanesew oranox f ra ark 999 KOR KOR SON OF page Y 97828 RYNAR A hold ELECTRIC Household Summary Total Income 1 200 00 of Poverty of OMI Total of Persons HH Type Household Subsidized Make any changes Save Changes 999 PAGH ST Cerams I ENTERPRISE OR 97828 Co Habitants v 666 PAGH DR APT 1 ENTERPRISE OR 97828 HH Comments Ei 2000 characters left spaces count Client Name ry 503 988 8888 KOLOTH SON OF DAMAR w 503 988 8888 KOR SON OF RYNAR 503 000 9999 KURN SON OF MOGH Data Classification 3 Oregon Housing and Community Services Figure 3 45 HH View Screen after merge 126 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 2 1 fill in the Move FROM Merge TO then 2 click Search Check the appropriate circle s to be updated 3 click Merge Households Windows Internet Explorer will request confirmation Are you sure you want to Update Household information 4 click OK The clients in the from HH will be updated at the same time OPUS Client Energy Education Vi
55. ation 2 5 The database will require the user to confirm they want to move the selected client s Click the OK button to complete the move reference figure 3 31C The client s have been moved to the new HH the Household View screen will appear reflecting the new household configuration reference figure 3 32 op J S Agency OHCS User TESTUSER Client KURN SON OF MOGH Timeout 18 40 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Or CLON yj Housing ang Community y Client v Program Y Fiscal v Management Y Reports v Help v Client 7 Version 3 0 4T Search Move Client View New re Pove N Edit Enter into search fields for client s to move to a different household From the results below Make selections under the M column on left and right sides then click button at end of page to Move Client s to Household Residence View NOTE One or more clients can be moved ey but only ONE household can be selected to move client s into Client s FROM Enter at least one TO Household Enter at least one Household n ISKURNO61595 ssu SKOR092112 Et sse e E SSN3 sonn RYNAR jii O n EE Client to HH First KURN ilan idence Last SON OFM Y re you sure you want to move the selected clients Search a Education Select M column to move Gress move select only one more Kit Component New pa SS Ga Enst Last SKURNO61595 KI KOR SON OF RYNAR Household View
56. ave to HH A maximum of 100 results will be returned HH to Residence Merge HH Search Results Energy Education First Name Last Name et ire aa View sal Kit Component New 666 PAGH DR APT 1 er Data Classification 3 Oregon Housing and Community Services Figure 3 6 84 Client Search Residence Search with results ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Ifthe residence is not in the result list you ll see No Results Found You can begin creating a new household and a new residence reference figure 3 7 When household members have not been found in the database click the New link under Client on the Left Nav Bar The goal is to find any records from the client s application first and find out which household members already exist in the database before creating new records OQ 21 J S Agency OHCS User TESTUSER Timeout 17 31 Energy Assistance Log Out 7 BAMAN Services Client Program Y Fiscal v ManagementY Reports v Help Y Client Version 3 0 4T Search Client Search View New Edit Search Parameters at least one field required SSN SYSID Address E PAGH Unit ie Apt B First Name City Last Name I Show Residence Info only Household When you Click in Search Results Search gt View Client s SSN Household Screen Advanced Search Mail Ph Update F k NC
57. ch in not real Data Classification 3 Oregon Housing and Community Services Figure 3 26 Client Search by address 105 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 2 This HH needs to be moved from the existing address which is being occupied by Kor Son of Rynar To move the family from the residence click on Move Entire Household to Unknown reference figure 3 27 0 21 S Agency OHCS User TESTUSER BAR Client KOR SON OF RYNAR Timeout 19 57 Ki fa Energy Assistance Residence ENTERPRISE OR 97828 Log Out A ETON q Housing nd Community Client v Program Y Fiscal v Managementv Reports v Help v Version 3 0 4T Client Search Household View View New Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence HH Member pr mi lg 1 Danes lata quality New frY ssmsvsp name New ry ssn svsp Ase Gen Educ vet Disb ethn race nce income sa LS Jessen ffufelfifufefefv gt soa MAES mesoner S o e e S e e vt Mail Ph Update j Mmmm KOLOTH SON OF DAMAR ea m MA Y Y NH s Y Y NCB Update ew Client Move z n Client to HH To Remove a Client one at a time GJ Remove Client s from Household L gt HH to Residence Select client under the R column above then Click this button Merge HH To Remove Household Click this button lt Move Entire Household t
58. d status and heat type toad Deny Payment Hold Payment Auth 016112659 he Name on Acct Vendor Amount Account Status Primary Acct NORTHWEST NATURAL 000 CURRENT z al SON OF MOGH G98765 2011 NORTHWEST NATURAL 000 CURRENT me fare SON OF AROK IG456789 2013 PORTLAND GENERAL YES KOR SON OF RYNAR Forman foo CURRENT 7 999 KOR 97828 Direct Pay fo CURRENT E 00 gency po CURRENT Ej Total 0 00 Balance 480 00 Comments Client did not return signed application 1959 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 57 Payment Edit Agency Screen 139 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Requalify Household If any changes are made to the household configuration you must requalifiy the household by selecting the Requalify Household check box and selecting the Load button reference figure 3 58 If you do not requalify the household the changes will not be displayed 21 S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 55 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Or CLO EG I Housing nd Community Services Client v Program Y Fiscal Y Managementv Reports v Hel i 7 Version 3 0 4T Payment Search Payment Edit Agency View me Fields Marked a
59. d to be voided or denied due to program limitations or depleted program funds On the Household View screen find the Programs section under the client information section Programs that a household has received assistance from will be listed as a link blue and underlined text to the associated payment view screen reference figure 3 49 If the link has been used within a short period of time the color would be a dark pink The household view screen offers a quick view of information about a payment such as the amount check number date authorization number payment type and payment status Only a payment in Pending Status can be edited if needed Once the payment has been authorized by a manager and labeled Authorized under the Payment Status column the payment cannot be edited r Payments This Household Sorted by Name then Auth click header to change secondary sort l Payments Previous Household Sorted by Name then Auth click header to change secondary sort Figure 3 54 HH view Program Payment View Screen 136 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Payment Edit Setup On the Household View screen 1 Find the Programs section under the household information section 22 IS Agency OHCS User TESTUSER Client KURN SON OF MOGH Timeout 17 03 Energy Assistance Residence ENTERPRISE OR 97828 Log Out
60. d under the household information section reference figure 3 67 OPUS Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Energy Assistance ii LP14 Agency OHCS Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 User TESTUSER Timeout 19 54 Client v Program Y Household View Household Click SSN SYSID will open the Client View Screen Hover over code for full version mm forsor ei ec Fiscal v Managementv Reports v Version 3 0 4T vowrsoncrnom m re y m o oe cc cc F ee am o y m or ee es Le foofy mw To Remove a Client one at a time Select client under the R column above then Click this button Remove Client s from Household Move Entire Household to Unknown l Payments This Household Sorted by Name then Auth click header to change secondary sort To Remove Household Click this button Amount 0 00 16112659 Standard Payments Previous Household Sorted by Name then Auth click header to change secondary sort LPSP14 350 00 9999 12 11 07 2012 C16112660 Combo Agency Paid Client Vendor Vendors in red are expired I Income Summary Figure 3 67 Household View Screen Program Links 3 Under Paym
61. e If you do need to edit the physical address you will need to select the Edit Residence Address checkbox reference figure 3 10 Everything else stays the same as detailed on the client s application NOTE Changes to residential address are logged and substantial changes will trigger an audit review 86 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Agency OHCS User TESTUSER Residence ENTERPRISE OR 97828 Timeout 19 40 0 Client Energy Assistance Log Out Yi b K Search 3 Housing ang Commui y view Client Program Y Fiscal v ManagementY Reports v Help New Client Version 3 0 4T Edit Search Residence View View New Physical Address Hesidesce Edit 666 PAGH DR APT 1 View Household View County WALLOWA Mail Ph Update E nergy Sources NCB Update ne Y Electric N Wood Primary Source ELECTRIC Move Y Natural Gas N Pellet Client to HH Move N oil N Solar Client to HH HH to Residence h HH to Residence iqui Merge HH Merge HH N Liquid Gas N Other Edit Residence Energy Education Energy Education View View Kit Component New ENTERPRISE OR 97828 Residence Info Status Rent Heat not Type Multi Unit 2 4 Kit Component New Data Classification 2 Oregon Housing and Community Services Figure 3 9 in the Client View Figure 3 9A Residence View Edit Link and Button OPUS Energy Assistance
62. ed by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired Income Summary vendor tvpe pri acct _ wame acet kor sonoramar 3000 00 PORTLAND ee ee KANG SON OF AROK 1 200 00 CONTEN Y 97828 RYNAR ELECTRIC New Vendor Household Summary Total Income 4 200 00 Address of Poverty 27 F Address of OMI 9 M 999 PAGH ST Total of Persons 2 ENTERPRISE OR 97828 egies _ d Household Subsidized O Phones Make any changes Save Changes T Client Name HH Comments KOR SON OF RYNAR E 2000 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 13 HH view New Client button 90 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Client 7 Version 3 0 4T Search Client Search New View New Edit Current Household Members 7 4 Residence SSN SYSID Name Gender Age View N KOR SON OF RYNAR M 101 New EEE KANG SON OF AROK M 99 Edit Household View New Client Information Fields marked with are required wildcards will be removed gt Mail Ph Update NCB Update First Name KUN pos 05 24 1930 CElmm dd yyyy Move Last Name ISON OF DAMAR a Create ID Client to HH HH to Residence SSN Sys SKOLOTHO52430 Search Merge HH Energy Education OPUS will search the dat
63. een 87 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Add Client s to Existing Household Adding clients to an existing household is easiest when at least one client and the residence have been initially created Setup On the Search Client screen as mentioned in the previous topics searching for a client who needs to be added to an existing household prevents creating duplicate records If a search locates clients living in a different household follow steps in topic Merge Household with another Household Search Household to Add Client s to 1 Search for the household member that needs to be added to the HH On the Search Client screen type in the client s name or SSN SYSID Click Search button 21 IS Agency OHCS User TESTUSER Timeout 19 43 Energy Assistance Log Out 7 Housing n Commit oe Client Program Y Fiscal v Management Reports Help v Version 3 0 4T Client Search Client Search View New Edit Search Parameters at least one field required Residence SSN SYSID Address Unit ie Apt B View First Name KOR City a Last Name SON OF RYNAR Zip I Show Residence Info only Household When you Click in Search Results View Client s SSN Household Screen Samet earch Mail Ph Update NCB Update Client s Name Client Screen Residence Address Residence Screen e imum of Its will b d
64. en you Click in Search Results Search View Client s SSN Household Screen Ahanon Search Mail Ph Update an NCB Update Client s Name Client Screen Residence Address Residence Screen pic i f Its will b d Client to HH A maximum of 100 results will be returned HH to Residence Merge HH Energy Education View Kit Component New Data Classification 3 Oregon Housing and Community Services amp Figure 3 1 Client Search Screen When the search is successful the client s information will show in the Search Results section reference figure 3 2 Repeat a search for each client in household In the Search Results SSN Client s System ID first name last name Birth Year address unit and city will display 79 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 User TESTUSER Timeout 18 39 Log Out Help v Agency OHCS Client Program Y Fiscal v ManagementY Reports Y Housing and Community Services Version 3 0 4T The link has been left in for an example SYSID which in not real Oregon Housing and Community Services Client Search Client Search View New Edit Search Parameters at least one field required Residence SSN SYSID I Address Unit ie Apt B View First Name KOR City Last Name SON OF RYNAR Zip I Show Residence Info only Household When you Click in Search Results View Clien
65. ent A Version 3 0 4T Search Move Household to Residence view New To Move Household ER OR Edit Enter in search fields for an existing household to move to an existing residence Choose HH and Residence in results then click button at end of this page to Move Household to Residence Residence br NOTE Only ONE household can be move to ONE residence Edit FROM Household TO Residence vei SSN e g 000 00 0000 Address F2FEDERATION l Mail Ph Update P ENTERPRISE on ue First RED e g John City ENTERPRISE Move ut EVE xi Client to HH HH to Residence p Merge HH Select ONLY one HH un D Are you sure you want to move the selected household lence under the M column M ISSN Energy Education seD090990 WAY View Lamae Kit Component New vroemer DN BLVD STE 10F NTERPRISE OR 97828 1701 E FEDERATION WAY NTERPRISE OR 97828 Household View Screen will appear next Data Classification 3 Oregon Housing and Community Services Figure 3 43B Confirmation to move to HH to Residence 4 The Household View screen will appear with the household moved to the new residence reference figure 3 44 124 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Energy Assistance User TESTUSER Timeout 19 47 Log Out epi Agency OHCS Client MISS RED FIVE Residence ENTERPRISE OR 97828
66. ents click the payment link that is in the Pending status needing to be voided The Payment View screen will appear 3 Click on the Edit Payment button or the Edit link under Payment on the Left Nav Bar reference figure 3 68 149 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Agency OHCS Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 OPUS Energy Assistance User TESTUSER Timeout 19 46 Log Out Housing gng Communi Client v Program Y Fiscal v Managementv Reports v Help v p Version 3 0 4T rer Payment View APC CCN LP14 WAL LIHEAP 2014 Edit Payment EE PAYMENT REPORTS Intake Report intake Disclaimer Notice ofAction Nolncome Payment Receipt Note Click on the blue diamond to view the report definitions Many report definitions reference Attachment A Click to view attachment Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 Y N KANG SON OF AROK 99 1 200 00 Y Y N Applicant Information Name KOR SON OF RYNAR Intake Date 10 29 2013 HH Income 4 200 00 Intake Worker TNU Eligible in HH 2 Weatherization Referral Y Subsidized N Energy Type ELECTRIC Override Children Blocking Payments N Non Energy Services N Energy Related Advocacy N Payment Information Payment Type Standard Auth 15112559 In
67. er Oregon Tribes M white 7 Non Cash Benefits Check all that apply T snap M Oregon Health Plan IM MEDICARE None wc MVA Med Serv TANF Child Care Don t Know I TANF Trans I Other TANF Public Rental Assist Refused I Other Health Ins I Other Source I Temp Rental Assist Income Does this client have any income YES z Data Classification 3 Oregon Housing and Community Services Figure 3 15 Client New Screen Click the Save button 93 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 21 S Agency OHCS User TESTUSER Client KOLOTH SON OF DAMAR Timeout 19 23 3 Energy Assistance Residence ENTERPRISE OR 97828 Log Out A CLO n Housing nd Community el Client Program Y Fiscal v Management Reports v Help v ge Version 3 0 47 Search Client View View New Select Another Client in HH KOR SON OF RYNAR v Go Edit P Client Information Residence ned Name KOLOTH SON OF DAMAR SSN SYS 1D M ew Edit DOB 05 24 1930 Age 83 SSN Verification YES Adult ID Verified YES Household PAN View Mail Ph Update NCB Update Move Client to HH gl HH to Residence Merge HH Phone 503 988 8888 Type WORK Edit Delete Energy Education Phone Ext Type CELL w View Kit Component New Mailing Address 999 PAGH ST ENTERPRISE OR 97828 County WALLOWA C
68. ethn Race nce income ns m corsonorrmar zor m es v on ine ee vy v en mmm icansson orarox os im es v in s v v mayen Update mmm coor son or oamar es m wa vy vy im s v v NCB Update D sm mM GED y N NH S as KURN SON OF MOGH 18 Move New Client To Remove a Client one at a time Remove Client s from Household Select client under the R column above then Click this button Energy Education View To Remove Household Click this button Move Entire Household to Unknown Kit Component New Payments This Household Sorted by Name then Auth click header to change secondary sort Name Amount Chk No Chk Date Auth Type Status Payments Previous Household Sorted by Name then Auth click header to change secondary sort Client Vendor Vendors in red are expired Income Summary vendor Type pancas name aca kane sonoran SENT PORTLAND GENERAL ELECTRIC 999 KOR KOR SON OF 97828 RYNAR Household Summary Total Income 1 200 00 Co Habitants z Make any changes Save Changes of Poverty Total of Persons r address i 999 PAGH ST ENTERPRISE OR 97828 Al DDRESS UNKNOWN ENTERPRISE OR 97828 HH Comments A 2000 characters left spaces count 503 988 8888 KOLOTH SON OF DAMAR 503 988 8888 KOR SON OF RYNAR Dat
69. ew Kit Component New Energy Assistance Agency OHCS Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 Client v Program Y Fiscal v Management Y Version 3 0 4T Search Merge Households x View fice To Merge YD Are you sure you mark to merge the selected households Edit Enter into fields to search Households to merge From search Results choose HHs on left and right sides ox coma Release then click button at end of page Move Client s to Household Hs Enter HH to Move FROM Edit SSN i MOGH View Last OF Mail Ph Update AND NCB Update Search Move Client to HH FROM select only one TO select only one dd M SSN First Last M SSN First Last 9 WORF040365 WORF SON OF MOGH ol eT KOR SON OF RYNAR User TESTUSER Timeout 19 45 Log Out Se Ore PD rvices Housing ang Community Reports v Help v Merge Households 3 Household View Screen will appear next Oregon Housing and Community Services Figure 3 46 HH View processing merge Data Classification 3 3 The Household View screen appears The merge is completed reference figure 3 47 127 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 21 IN Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 58 Energy Assistance Residence ENTERPRISE OR 97828 es OF G Nne E IN Services Client v Program Y Fiscal v Managementv Reports
70. following scenarios If the residence address is found in the database without a household living in it the address can be used for the household Use guidelines in topic Move Household to Residence Ifthe address is found in the database with a household in it and the HH is not active in a program then the old HH can be moved into Unknown and the new HH can use the 82 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 address Use the guidelines in topic Move Household to Unknown and Move Household to Residence Ifa HH is in the system with an old address and the new residence does not exist it can be added then moved to the HH from the old residence to the new one using steps in topic Move Household to a new Residence Remember to complete a Residence Search before adding a new one Residence Search A residence may exist in the database but may be linked to an old household record If a client is located at an old address or linked to another household go to Section 3 Move Client s to Unknown and follow the steps This process moves clients from an old residence record in order for you to use it for processing a new intake Note Ifa client is Active in another program enrollment possibly in another OPUS module for services the client cannot be moved from the HH without being exited from the other open enrollment The OPUS user can search other modu
71. here is will be a specific reason such as a over income or some other reason Therefore the Payment View and Payment Edit screens may be used frequently to change a pending payment s information Setup 1 On the Household View screen locate the Payments section located under the household information section reference figure 3 63 Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH View OPUS Energy Assistance Agency OHCS Client Program Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 Fiscal v Management User TESTUSER Timeout 19 54 Reports v Log Out Help v Ore Housing and Community Services Energy Education Kit Component New ss LP14 Version 3 0 4T Household View Household Click SSN SYSID will open the Client View Screen Hover over code for full version mn K EHLYR WORF ALEXANDER ROZHENKO 19 To Remove a Client one at a time Select client under the R column above then Click this button Remove Client s from Household Move Entire Household to Unknown To Remove Household Click this button l Payments This Household Sorted by Name then Auth click header to change secondary sort Amount Status m O r Payments Previous Household Sorted by Name then Auth
72. hite z Non Cash Benefits Check all that apply snap Oregon Health Plan IM MEDICARE none wc MVA Med Serv TANF Child Care Don t Know TANF Trans Other TANF Public Rental Assist refused IV Other Health Ins I Other Source I Temp Rental Assist Changes Data Classification 3 Oregon Housing and Community Services Figure 3 17 Client View Screen to Edit Client Information 1 The Client View screen will appear next On the Left Nav Bar click the Client Edit link or click the Edit Client button under the Client Information section reference figure 3 17 The Client Edit screen will appear next reference figure 3 18 96 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 22 S Agency OHCS User TESTUSER U Client KOR SON OF RYNAR Timeout 19 49 AEA Energy Assistance Residence ENTERPRISE OR 97828 Log Out Nn CEON to Housing gig Community ervices Client v Program Y Fiscal Y Managementv Reports v Help Y Version 3 0 4T Client Search Client Edit View New Edit Client Information Fields marked with are required Residence Title gt View FirstName KOR gt midde CS a Last Name SON OFRYNAR suffix z DOB 9 21 1912 TElmm dd SSN Sys SKOR092112 Hasa mm dd yyyy Sy Create ID view Adult Id Verified M SSN Verification YES z Mail Ph Update
73. ication 3 Figure 3 35B Move Household to Residence Screen 115 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Message from webpage 3 Click OK if the client s are correct to complete the move reference figure 3 35C YD Are you sure you want to move the selected household cm Figure 3 35C Confirmation to move to HH to Residence 4 The Household View screen will appear with the client moved reference figure 3 36 116 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 21 S Agency OHCS User TESTUSER Client KURN SON OF MOGH 19 48 Energy Assistance Residence ENTERPRISE OR 97828 ii G PLOKK Me Community Services Client v Program Y Fiscal v Managementv Reports v Version 3 0 4T Client P Search Household View View New Edit Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence ae 5 in ssm svsm meme Pe _ssn systo Age Gen Educ vet piso ethn race nce income a E m con sonoraman iof m es vy v oer er v v mn canssonoraroc 99 mf es fvfnfu sfv v lew malen Update mmm koroma son or oamar 03 fm wa y y va sfr v NCB Update T m fivanson ornoch e m ceo vy ufi s x v Move Client to HH New Client HH to Residence Merge HH
74. ick Save Changes button The Payment View screen will re appear with the changes made and with the new APC qualification assigned to the payment reference figure 3 57 138 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Agency OHCS OPUS Energy Assistance Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 User TESTUSER Timeout 19 55 Log Out Help Housing and Community Fiscal v Managementv Reports v Client v Program Y sea Payment Edit Agency View New Fields Marked are required Edit Client Name KOR SON OF RYNAR KANG SON OF AROK APC User Information Select Applicant HH Income 4 200 00 Current HH Income 1 200 00 Household Count 2 Current Household 7 Count ELECTRIC 9 Energy Type Overide Children Blocking Age Income 101 3 000 00 99 1 200 00 CCN LP14 WAL LIHEAP 2014 KOR SON OF RYNAR Intake Date O Requalify household this will update all client Payment Information Payment Eligibility Statu ACCEPTED Voia Pay ayment Payment Type Standard Min 480 Max 480 z Version 3 0 4T SSN Verified Adult ID Payment Other HH Y ba N Y N fio 29 2013 Ekmm dd vyyy Intake Worker TN Subsidized N Referral for Weatherization M INon Energy Services O nergy Related Advocacy m household and residence information including household count income subsidize
75. ion Residence brest Name KURN SON OF MOGH SSN SYS ID M e Edit DOB 06 15 1995 Age 18 SSN Verification YES Adult ID Verified YES Househol View Comments Mail Ph Update a NCB Update Merge HH Phone 503 000 9999 Type HOME Edit Delete Energy Education Phone Ext Type CELL v View Kit Component New r Mailing Address 1701 E FEDERATION WAY ENTERPRISE OR 97828 County WALLOWA r Client Characteristics Gender MALE Disability NO Ethnicity NON HISPANIC NON LATINO Veteran YES Education GED Language RUSSIAN Homebound UNKNOWN Race SINGLE Oregon Tribe Edit Client View Household l Non Cash Benefits N SNAP IN Oregon Health Plan N MEDICARE IN wic IN VA Med Serv IN_ TANF Child Care IN TANF Trans N Other TANF N Public Rental Assist IN Other Health Ins N Other Source IN Temp Rental Assist l Payments This Household Sorted by Name then Auth 2 click header to change secondary sort du mme meme een enone ane ree sous l Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Income Employer Setting to None None Zero Income Don t Know or Refused will delete all income Does this client have any income ves z New Income Data Classification 3 Oregon Housing and Community Services Figure 3 30 Client View Screen 109 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 3 You should now
76. it view New Edit Client Information Fields marked with are required Residence Title View First Name KOR Middle sr Last Name SON OF RYNAR Suffix poe 09 21 197 Tlmm da SSN Sys SKOR092112 SS 9 21 1912 Kmm dd yyyy Sys Create ID View Adult Id Verified M SSN Verification YES z Mail Ph Update NCB Update Comments Move Client to HH HH to Residence Merge HH z Energy Education 2000 characters left spaces count View Kit Component New Mailing Address Choose an address from the list add a new address or edit the current mailing address below Edit Current Mailing Address gt HOMELESS is not a valid address If no permanent address enter physical location where they sleep under street name e g Oak St Bridge at 3rd St Super Center Parking Lot on Main 34 miles past mile post marker 35 on Hwy 166 Direction Street Name No Type Direction Unit 299 ai AGH ST Cii ST Zip Code 4 County JENTERPRISE 97828 v 97828 ENTERPRISE WALLOWA Client Characteristics Gender MALE z Disabled NO z Ethnicity REFUSED z Veteran YES v Education POST SECONDARY NO DEGREE gt Language MAYAN GROUP v Homebound gt Transport NO X Race Check all that apply I African American Don t Know I american Indian Alaska Native Refused I Asian I native Hawaiian or Pacific Islander Oregon Tribes IT w
77. k the Hold Payment button at top reference figure 3 69 The Payment View screen will re appear with the payment labeled Hold in the Payment Detail Section in the lower part of the Payment View screen 151 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 52 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Client Program Y Fiscal v Management Reports Help v Version 3 0 4T P t Search Payment View View APC CCN LP14 WAL LIHEAP 2014 Payment PAYMENT REPORTS Note Click on the blue diamond to view the report definitions Many report definitions reference Attachment A Click to view attachment Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 Y Y N KANG SON OF AROK 99 1 200 00 Y Y N Applicant Information Name KOR SON OF RYNAR Intake Date 10 29 2013 HH Income 4 200 00 Intake Worker TNU Eligible in HH 2 Weatherization Referral Y Subsidized N Energy Type ELECTRIC Override Children Blocking Payments N Non Energy Services N Energy Related Advocacy N Payment Information Payment Type standard fauth C16112659 Insert Date 10 29 2013 Insert By NU Name on Acct Acct KURN SON OF MOGH l598765 2011 Vendor Amount Primary Account Status CURRENT NORTHWEST NATURAL 00 N Total 0
78. ke Disclaimer Notice ofAction Nolncome Payment Receipt Note Click on the blue diamond to view the report definitions Many report definitions reference Attachment A Click to view attachment Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 Y N KANG SON OF AROK 99 1 200 00 Y Y N Applicant Information Name KOR SON OF RYNAR Intake Date 10 29 2013 HH Income 4 200 00 Intake Worker TNU Eligible in HH 2 Weatherization Referral Y Subsidized N Energy Type ELECTRIC Override Children Blocking Payments N Non Energy Services N Energy Related Advocacy N Payment Information Payment Type Standard Auth 15112559 Insert Date 10 29 2013 Insert By fru Vendor Amount Primary Account Status Status Name on Acct Acct PORTLAND GENERAL ELECTRIC 00 CURRENT Pending KOR SON OF RYNAR 999 KOR 97828 Total 0 00 Comments on Payment Client did not return signed application Payment Details by Vendor PORTLAND GENERAL ELECTRIC Ferd Batched Check 11 06 2013 lagency Paid ned p Check Date Data Classification 3 Oreaon Housina and Community Services Figure 3 60 Payment View Screen to Edit Payment Screen 4 The Payment Edit Agency screen will appear In the comments box enter the reason why the payment is being voided It should be a standard operating procedure to enter Date Comment s and the intake worker s initials reference figure 3 61 142
79. ld View Mail Ph Update r Verification NCB Update Intake Worker TNU Date fi1 11 2013 EElmm dd yyyy Type Copy of Bill z Move Client to HH HH to Residence r Comments Merge HH Comments for vendors if needed Energy Education View Kit Component New 1969 characters left spaces count Save Changes Data Classification 3 Oregon Housing and Community Services Figure 3 50A Client Vendor Edit Screen Save Changes 131 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 21 S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 18 10 ARY Energy Assistance Residence ENTERPRISE OR 97828 Log Out iA CLO Se Housing ging Community vices Client v Program Y Fiscal v Managementv Reports v Help v Client Version 3 0 4T Search Client Vendor Edit view New Edit Vendor Information Fields marked with are required Residence Client KOR SON OF RYNAR v View Name on Acct KOR SON OF RYNAR may may not be same as Client ae Account 999 KOR 97828 Vendor Heat Type PORTLAND GENERAL ELECTRIC Electric Household View Mail Ph Update l Verification NCB Update Intake Worker TNU Date 17 17 2013 Eltmm dd vvvy Type Copy of Bill p kompet EE Message from webpage x HH to Residence r Comments Merge HH YD re you sure you want to Remove Vendor Comments for vendors Energ
80. les he she has access to or contact their agency s OPUS Administrator for assistance If the agency does not have access to another module and receives the message that the client cannot be moved due to another open enrollment contact OPUS Helpdesk opushelp hes state or us Setup On the Client Search screen 1 In the address box type a street number and street name with spaces between as needed If you don t have a street number use a in front of the street name such as Stevens St 2 If there is an apartment or unit number use one of these formats Apt Unit or Space 3 Type a city and zip code to narrow the results to this region of the state Note At any time searching for a client by address the percent symbol is considered a wild card Enter the percent sign followed by the street name then click Search the system will search for any addresses close to matching what you entered reference figure 3 5 83 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 User TESTUSER Timeout 19 45 Log Out Help v Agency OHCS OPUS Energy Assistance Ore Housing aq Community TVICES Client v Program Y Fiscal Y Managementv Reports v Version 3 0 4T Client Search Client Search View New Edit Search Parameters at least one field required EE PRERA SSN SYSID Address PAGH Unit ie Apt 8 View First Name
81. lient Characteristics Gender MALE Disability YES Ethnicity NON HISPANIC NON LATINO Veteran YES Education PS MASTERS DEGREE Language ENGLISH Homebound YES Race SINGLE Transportation YES Oregon Tribe Edit Client View Household Non Cash Benefits N SNAP v_ Oregon Health Plan fy_ MEDICARE IN WIC ly VA Med Serv IN TANF Child Care IN TANF Trans N Other TANF N Public Rental Assist N Other Health Ins IN Other Source N Temp Rental Assist Payments This Household Sorted by Name then Auth click header to change secondary sort Name Amount Chk No Chk Date Auth Type Status Payments Previous Household Sorted by Name then Auth 2 click header to change secondary sort r Income Employer Setting to None None Zero Income Don t Know or Refused will delete all income Does this client have any income ves 7 Source Emp Monthly Annual Verified Date Last 30 Days Exclude New Income Total 0 00 0 00 Data Classification 3 Oregon Housing and Community Services Figure 3 16 Client View Screen Select Another Client in HH Dropdown Double check the information to ensure it is correct On the Client View screen a user can select another household member from the top right drop down menu called Select Another Client in HH This is an easy way to get to another HH member Client View screen if infor
82. mation requires to be updated reference figure 3 16 The figure below shows in detail the HH selection reference figure 3 16A 94 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Op J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 50 Energy Assistance Residence ENTERPRISE OR 97828 Log Out ETON Housing nd Community Services Client v Program v Fiscal Y Management v Reports v Help v Version 3 0 4T Client p Search Client View View New Select Another Client in HH KOR SON OF RYNAR v Go Edit KOR SON OF RYNAR Racdinsine KANG SON OF AROK View Client Information KOLOTH SON OF DAMAR ge Name KOR SON OF RYNAR SSN SYS ID D DOB 09 21 1912 Age 101 Figure 3 16A HH member view selection 95 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Client Edit Setup On the Client View screen working with the dropdown box Select Another Client in HH reference figure 3 16A Once the correct name is selected click the Go button 2 J S Agency OHCS i e User TESTUSER Client KOR SON OF RYNAR 4666317162324 Timeout 19 54 Energy Assistance Residence ENTERPRISE OR 97828 Log Out l ETON Housing ani Community Client v Program v Fiscal Y Managementv Reports v Help v ervices Version 3 0 4T Client Search Client Ed
83. mployer Edit Screen Data Classification 3 Click the Save button when complete 3 To delete an income click on the Delete button A Windows Internet Explorer confirmation will appear with the question Are you sure you want to delete the selected income If the income is to be deleted click the OK button If the income is not to be deleted click Cancel reference figure 3 25 deleting income 103 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 22 Energy Assistance Residence ENTERPRISE OR 97828 Log Out n CLO Hel Housing and Communi 5 Bang ty Services Client v Program Y Fiscal v Managementv Reports v Client Version 3 0 4T Search Income amp Employer Edit View New Edit r Income Fields marked with are required Residence Source STATE OF OREGON View Type UNEMPLOYMENT gt as Amount po gt Frequency Monthly a eee Verified How Check Pay Stub Verified By TNU Verified Date 09 28 2012 __ mm dd yyyy eae is Income received in past 30 days Don t use this record when creating Payments PM Mail Ph Update NCB Update Comments x Move zi Client to HH A 2000 characters left sp nder see EE Y Are you sure you want to delete the selected income Ene Education Employer Informatic mg due or cancel Kit
84. ndor Type Pri Acct Name Acct KANG SON OF AROK 1 200 00 PORTLAND Message from webpage x GENERAL ELECTRIC Y re you sure you want to Move Entire Household to Unknown 1 200 00 Save Changes 999 PAGH ST ENTERPRISE OR 97828 1701 VORCHA AVE SPC 3 ENTERPRISE OR 97828 Make any changes HH Comments Client Name KOLOTH SON OF DAMAR 503 988 8888 KOR SON OF RYNAR 2000 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 28 HH View Screen Move HH to unknown confirmation 107 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Move Client to Household 1 To move a new client to a household use Client Search New Enter the required client information and click on Search button reference figure 3 29 Click on the SSN link for the corresponding client reference figure 3 29 NOTE Absolutely never edit a residence address to move a household to a new address Agency OHCS OPUS Energy Assistance Client v Program Y Fiscal v Management Y Reports v User TESTUSER Timeout 19 41 Log Out Help v Drem Housing nd Community Services Version 3 0 4T Client Search Client Search New View New Edit New Client Information
85. o Unknown gt Energy Education View Kit Component New Payments This Household Sorted by Name then Auth click header to change secondary sort Name Amount Chk No Chk Date Auth Type Status Payments Previous Household Sorted by Name then Auth 2 click header to change secondary sort r Client Vendor Vendors in red are expired ry Income Summary vendor 1vpe pr accte namermer iancsoworance me PORTLAND 999 KOR KOR SON OF GENERAL Y 1 97828 RYNAR TH hold S ELECTRIC PEE A Total Income of Poverty Address of OMI 999 PAGH ST ENTERPRISE OR 97828 P Total of Persons HH Type Co Habitants mi ENTERPRISE OR 97828 Make any changes Save Changes Phones HH Comments T Number Client Name 503 988 8888 KOLOTH SON OF DAMAR w 503 988 8888 KOR SON OF RYNAR 2000 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 27 HH View Screen Move Entire Household to Unknown The HH view screen stands alone to show where the Move buttons are located 106 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 3 To remove individual client s from HH select the clients corresponding radio button reference figure 3 27 and click on Remove Client s from Household button reference
86. old View screen Find the Client Vendor section under the Programs section To edit or remove the Vendor click on the Vendor name link reference figure 3 49 GI J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 37 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Housing an Communi S Client v Program Y Fiscal v Management Reports v Help v Version 3 0 4T Client e Search Household View View New Edit l Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence HH suis none J View Mail Ph Update KOLOTH SON OF DAMAR NCB Update WORF SON OF MOGH Move Client to HH HH to Residence Merge HH ALEXANDER ROZHENKO Energy Education View Kit Component New New Client To Remove a Client one at a time Remove Client s from Household Select client under the R column above then Click this button To Remove Household Click this button Move Entire Household to Unknown l Payments This Household Sorted by Name then Auth click header to change secondary sort Name Amount Chk No Chk Date Auth Type Status LP14 0 00 C16112659 Standard Deny Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired gt Income Summary vender twee pri acct _ wame acct kanc sonoran s120
87. ome or an employer click the link for the type of income on the Client View screen The Income amp Employer Edit screen will appear Some cells require manual input and some cells have drop down boxes to choose information from Make appropriate changes or updates as needed Click the Save button reference figure 3 24 The Client View screen will re appear Note Fields marked with are required for an income source to be saved OPT IS Agency OHCS User TESTUSER a Client KOR SON OF RYNAR Timeout 0 03 K AG Energy Assistance Residence ENTERPRISE OR 97828 Log Out n CEON K p NE Housing ang Community Services Client Program Y Fiscal v Managementv Reports Help v Client Version 3 0 4T Search Income amp Employer Edit View New Edit Income Fields marked with are required Residence Source STATE OF OREGON View Type UNEMPLOYMENT v 4 Amount 250 be Frequency Monthly 7 fi kai Verified How Check Pay Stub v Verified By TNU Verified Date 11 01 2013 EEkmm dd yyyy oa j Income received in past 30 days M Don t use this record when creating Payments O Mail Ph Update NCB Update Comments Move hal Prope AR 2000 characters left spaces count Merge HH Energy Education Employer Information View n Kit Component New Phone be Address 1 Address 2 City State Zip Oregon Housing and Community Services amp Figure 3 24 Income amp E
88. orted by Name then Auth click header to change secondary sort Name Amount Chk No Chk Date Auth Type Status LP14 0 00 C16112659 Standard Deny Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired r Income Summary vendor rvpe Pri acas _ Name acct Kon son oramar 5 000 00 PORTLAND 999 KOR KOR SON OF KANG SON OF AROK 1 200 00 og seb Y 97828 RYNAR ELECTRIC Household Summary Total Income 4 200 00 of OMI 7 Household Subsidized 1701 VORCHA AVE SPC 3 ENTERPRISE OR 97828 503 988 8888 KOLOTH SON OF DAMAR 503 988 8888 KOR SON OF RYNAR 2000 characters left spaces count Data Classification 3 Oregon Housing and Community Services amp Figure 3 20 Household View Screen 99 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 2 The Household Non Cash Benefits Update screen will appear From this screen you can update non cash benefits by individual or by entire household A To make changes to a single individual select or deselect the NCB s that the client is currently receiving and select Save Changed button for the client you are updating reference figure 3 21 B To make changes to the entire household choose a member of the household select or deselect non cash
89. other Source I Temp Rental Assist Save Changes Apply to Household KANG SON OF AROK Non Cash Benefits Check all that apply snap V Oregon Health Plan MEDICARE None Ewic va Med Serv TANF Child Care Don t Know TANF Trans Other TANF Public Rental Assist Refused I Other Health Ins Other Source I Temp Rental Assist Apply to Househo Save All Cha Oregon Housing and Community Services amp g Data Classification 2 Figure 3 22 Household Non Cash Benefits Update Screen After changes 101 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Income Edit Employer or Delete Income Employer Setup 1 On the Client View screen use Select Another Client in HH to select the required HH member whose information requires to be updated The Client View screen will appear next reference figure 3 23 2a J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 54 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Housing gig Community Tvices Client v Program Fiscal v Managementv Reports v Help v ane Client Vi Version 3 0 4T View New Select Another Client in HH KOR SON OF RYNAR vi Go Edit Resi PER Client Information vew Name KOR SON OF RYNAR SSN SYS ID SKOR092112 ew Edit DOB 09 21 1912 Age 101 SSN Verification YES Adult ID Verified YES Household Gna View
90. own menu will display previous mailing addresses Street number Street direction S N NE NW etc Street name Street type Ave Lane etc Unit type Apt Unit PO Box etc Enter an apt number or PO Box number City or Zip Code Gender 91 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Disabled Ethnicity Veteran Education Language Homebound Transportation if Homebound set to YES Race Oregon Tribe Option if Native American has been selected Non Cash benefits client receives Does this client have any income None Yes None Zero Income Statement Don t Know Refused If None Zero Income Statement is selected a required Zero Income Comment block appears otherwise it is hidden Click the Save Button to save the client information reference figure 3 15 The Client New screen is on the next page alone to capture all the details 92 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Energy Assistance Agency OHCS Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 Client v Program Y Fiscal v Management User TESTUSER Timeout 18 16 Log Out Reports Help Version 3 0 4T Housing ang Community vices Client Search Client New view New Edit r Client Information Fields marked
91. r HH KOR SON OF RYNAR 101 3 000 00 ki Y N KANG SON OF AROK 99 1 200 00 Y Y N APC CCN LP14 WAL LIHEAP 2014 gl gt User Information Select Applicant KOR SON OF RYNAR Intake Date 10 25 2073 Eskmm dd yyvyy HH Income 4 200 00 Intake Worker TN Current HH Income 1 200 00 Subsidized N Household Count 2 Current Household gt Count Referral for Weatherization M Energy Type ELECTRIC 7 Non Energy Services I Energy Related Advocacy O Overide Children 7 I Requalify household this will update all client household and residence Blocking information including household count income subsidized status and heat type Payment Eligibility Status ACCEPTED Hold Payment eaten Payment Information Payment Type Standard Min 480 Max 480 x Auth 06112659 Name on Acct Nendor Amount Account Status Primary Acct NORTHWEST NATURAL 0 00 CURRENT me KURN SON OF MOGH IG9876S 2011 NORTHWEST NATURAL 0 00 CURRENT Eg KANG SON OF AROK IG456789 2013 PORTLAND GENERAL 00 YES KOR SON OF RYNAR Apati I CURRENT E 999 KOR 97828 Direct Pay po CURRENT El ty 00 agency pos CURRENT i Totall 0 00 Balance 480 00 hen payments are Denied Comments need to be added As standard operating procedure start with Date enter comments end with intake orks initials 1846 characters left spaces count Data Classification 3
92. re required i Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 Y Y N KANG SON OF AROK 99 1 200 00 Y Y N APC CCN LP14 WAL LIHEAP 2014 User Information Select Applicant KOR SON OF RYNAR 7 Intake Date 10 25 2073 F kmm dd yyyy HH Income 4 200 00 Intake Worker TN gt Current HH Income 1 200 00 Subsidized N Household Count 2 Current Household gt Count Energy Type ELECTRIC 7 Overide Children Blocking Referral for Weatherization M Non Energy Services O eggy Related Advocacy PM 2 SAis will update all client household and residence Efiold count income subsidized status and heat type Ca Payment Eligibility Status ACCEPTED Deny Payment Hold Payment Payment Information Payment Type Standard Min 480 Max 480 gt Auth 161 12659 ja Name on Acct Vendor Amount Account Status Primary Acct NORTHWEST NATURAL CURRENT wir KURN SON OF MOGH G98765 2011 NORTHWEST NATURAL I CURRENT v KANG SON OF AROK G456789 2013 a E a PORTLAND GENERAL YES KOR SON OF RYNAR ELECTRIC CURRENT 999 KOR 97828 Direct Pay CURRENT bg Agency CURRENT i Total s0 00 Balance 480 00 Comments Client did not return signed application a l 1959 characters left spaces count Save Changes Data Classification 3 Oregon Housing and Community Services
93. rvoefenfacas mamorae _ kane soncoranoe samoa ig 999 KOR KOR SON OF ELECTRIC 97828 RYNAR l Household Summary Total Income 1 200 00 of Poverty of OMI Total of Persons Household Subsidized Make any changes 999 PAGH ST ENTERPRISE OR 97828 ADDRESS UNKNOWN ENTERPRISE OR 97828 HH Comments v eon sees enomamorcoun Iw fc 503 988 8888 KOR SON OF RYNAR 503 000 9999 KURN SON OF MOGH E 2000 characters left spaces count Data Classification 3 Oregon Housing and Community Services Figure 3 32 Household View Screen Move Completed 112 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Moving Adding Existing Client s to Existing Residence 1 To move an existing client to an existing residence locate the designated client who is being moved reference figure 3 33 and Click on SSN link open up Household View reference figure 3 34 Click on HH to Residence link in the Left Nav Bar The Move Household to Residence screen will appear reference figure 3 35A NOTE Absolutely never edit a residence address to move a household to a new address OPUS Agency OHCS User TESTUSER ER Timeout 19 59 0 Ki A Energy Assistance Log Out ret On NG 2 Ly Housing ang Community Services Client v Program Y Fiscal Y Managementv Reports v Help v Version 3 0 4T
94. sehold F ems eane sonorae ef S e e e S View NCB Update TF mes vosrsorormoen e acty m s o Move Client to HH E ceive vor EEOAE HH to Residence Haaah S E eee ar o f eo f S m for energy Education I mmm coen sonoros ef n feo e e S s View To Remove a Client one at a time Remove Client s from Household Kit Component New Select client under the R column above then Click this button To Remove Household Click this button Move Entire Household to Unknown Payments This Household Sorted by Name then Auth click header to change secondary sort LP14 0 00 C16112659 Standard Deny Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired Income Summary Vendor Type Pri Acct Name Acct KANG SON OF AROK 1 200 00 NORTHWEST IN dw G456789 KANG SON OF NATURAL 2013 ROK ERT ER en aa 999 KOR KOR SON OF En Y 197828 RYNAR ELECTRIC Figure 3 53 Household View Screen Vendor Added Total Income 1 200 00 of OMI al nf Persons 135 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Payment Edit Void and Deny At times a client s payment assistance record needs to be edited to change something about a payment At other times a payment may nee
95. sert Date 10 29 2013 Insert By fru Vendor Amount Primary Account Status Status Name on Acct Acct PORTLAND GENERAL ELECTRIC 00 CURRENT Pending KOR SON OF RYNAR 999 KOR 97828 Total 0 00 Comments on Payment Client did not return signed application Payment Details by Vendor PORTLAND GENERAL ELECTRIC Ferd Batched Check 11 06 2013 lagency Paid ned p Check Date Data Classification 3 Oreaon Housina and Community Services Figure 3 68 Payment View Screen to Edit Payment Screen 4 The Payment Edit Agency screen will appear In the comments box enter the reason why the payment is being voided It should be a standard operating procedure to enter Date Comment s and the intake worker s initials reference figure 3 69 150 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 49 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Nn CLO X Client v Program Y Fiscal v Management Reports v Help v Housing ag Community Tvices Version 3 0 4T Payment Search Payment Edit Agency View ae Fields Marked are required i Client Name Age Income SSN Verified Adult ID Payment Other HH KOR SON OF RYNAR 101 3 000 00 Y N KANG SON OF AROK 99 1 200 00 v Y N AG CCN LP14 WAL LIHEAP 2014 E User Information Select Applicant KOR SON OF RYNAR
96. t in OPUS is critical to this process Duplicate residences can cause errors in reporting and calculations Absolutely never edit a residence address to move a household to a new address Setup While in the Client Search screen 1 In the address box type a street number and street name with spaces between as needed If a street number isn t available use a in front of the street name such as Stevens St 2 If there is an apartment or unit number use one of these formats Apt Unit or Spc ft 3 Type a city and zip code to narrow the results to this region of the state 4 Select Search Button reference figure 3 37 OPUS Agency OHCS User TESTUSER GER Timeout 19 57 0 AG Energy Assistance togon UIGENT ES Housing an Community Services Client v Program Y Fiscal v Managementv Reports v Help v ZA gt wo Version 3 0 4T Search Client Search View New Edit Search Parameters at least one field required facidonce SSN SYSID Address FEDERATION Unit ie Apt 8 View First Name City ENTERPRISE New C TERA O Edit Last Name Zip 07828 Show Residence Info only _ Household When you Click in Search Results Search View Client s SSN Household Screen av Mail Ph Update Advanced Search NCB Update Client s Name Client Screen Residence Address Residence Screen move A maximum of 100 results will be returned Client to HH i J HH to Residence
97. t s SSN Household Screen Mail Ph Update Jr f Advanced Search NCB Update Client s Name Client Screen Residence Address Residence Screen Move A maximum of 100 results will be returned Client to HH id i HH to Residence Merge HH Search Results Energy Education First Name Last Name Bet Address Unit View net Data Classification 3 Figure 3 2 Client search with results When a search is unsuccessful a message No Results Found will display under the Search Results Be sure to repeat a search for each client in the household before adding a client to a household Note Searching by other fields on the search screen such as first name or last name can be attempted Be sure to remove the SYSID SSN when searching by first and last name This allows the system to find a person if they have a different ID number 4 Kor Son of Rynar was found in the database The blue and underlined links in the columns signify links to other screens After a link has been used it turns to a dark pink color for a period of time reference figure 3 2 The following linked columns take you to respective view screens Click on SSN SYSID to view Household View screen Click on the first or last name links to view the Client View screen Click on the address unit or city to view the Residence View screen 80 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 The Ho
98. the test database was used 78 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Client Search Search the OPUS database for existing client information before creating new records and to prevent duplicate records Setup On the Message of the Day Screen 1 Click the Search Client link on the Left Nav Bar or from the Main Menu under Client 2 For each client in the household and with one search at a time type a person s first last name OR SSN SYSID without dashes reference figure 3 1 Note The search results will display only 100 records results at random that match the criteria you entered It s important to provide as much search criteria as possible so that your results will narrow down to a reasonable number returned records Or the search results will indicate No Results Found 3 Click the Search Button The search button becomes activated when information is typed into any of the boxes Agency OHCS User TESTUSER Timeout 19 46 Log Out Oreronfe y Housing an Community Services Client v Program Y Fiscal v Managementv Reports v Help v Version 3 0 4T Client Search Client Search View New Edit Search Parameters at least one field required Rastiente SSN SYSID Address Unit ie Apt B View First Name KOR City a Last Name SON OF RYNAR Zip I Show Residence Info only Household Wh
99. tion Referral Y Subsidized N Energy Type ELECTRIC Override Children Blocking Payments N Non Energy Services N Energy Related Advocacy N Payment Information Payment Type Standard Auth C16112659 Insert Date 10 29 2013 Insert By TNU Vendor Amount Primary Account Status Status Name on Acct Acct PORTLAND GENERAL ELECTRIC 00 CURRENT Pending KOR SON OF RYNAR 999 KOR 97828 Total 0 00 Comments on Payment Client did not return signed application Payment Details by Vendor PORTLAND GENERAL ELECTRIC Pending Batched Check 11 06 2013 fase Paid Authorized Batch lt Date Data Classification 3 Oreaon Housina and Community Services Figure 3 64 Payment Edit Agency to Void Screen 4 The Payment Edit Agency screen will appear In the comments box enter the reason why the payment is being voided It should be a standard operating procedure to enter Date Comment s and the intake worker s initials reference figure 3 64 146 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 QI J S Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 49 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Client v Program Y Fiscal v Managementv Reports v Help v Version 3 0 4T Payment Search Payment Edit Agency View ar Fields Marked are required i Client Name Age Income SSN Verified Adult ID Payment Othe
100. u want to move the selected household reference figure 3 40A 120 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 OPUS Energy Assistance Agency OHCS User TESTUSER Timeout 19 38 Log Out Management v Reports Y Help Y Housing n UNS Tvices Client v Program Y Fiscal Y Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Version 3 0 4T Move Household to Residence To Move Household Enter in search fields for an existing household to move to an existing residence Choose HH and Residence in results then click button at end of this page to Move Household to Residence NOTE Only ONE household can be move to ONE residence FROM Household TO Residence FEDERATION SSN g 000 00 0000 Address First RED e g John City ENTERPRISE Last FIVE e g Smith Zip 07828 Select ONLY one Residence under the M column M address 2893 FEDERATION WAY ENTERPRISE OR 97828 1701D FEDERATION BLVD STE 10F ENTERPRISE OR 97828 J1701 E FEDERATION WAY ENTERPRISE OR 97828 Select ONLY one HH under the M column ISSN First RED090990 RED Last Five Move Household to Residence Household View Screen will appear next Data Classification 3
101. usehold View Screen The Most Useful Screen Following a client search to view a client s Household View screen by clicking the client s social security number or system ID number is recommended From the Household View screen the user will be able to see if there are other client s associated with the household HH If a user finds household members in a specific HH the user won t have to search each client individually since the client was found within the HH and the user will know they have a record in the database Click Son of Rynar s SSN SYSID to bring up the HH view 9 2 IS Agency OHCS User TESTUSER Client KOR SON OF RYNAR Timeout 19 53 Energy Assistance Residence ENTERPRISE OR 97828 Log Out n ct ane RE wa UN Client v Program Y Fiscal v Managementv Reports v Help v Client p Search Household View View New Edit Version 3 0 4T Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence HH Member ST nme os New SSN SYSID Edit T SKOR092112 KOR SON OF RYNAR eld I SKANG121213 KANG SON OF AROK lew Mail Ph Update New Client NCB Update To Remove a Client one at a time Remove Client s from Household Move Select client under the R column above then Click this button beaks To Remove Household Click this button Move Entire Household to Unknown Merge HH Energy Education Payments This Household Sorted by
102. v Help v Client l Version3 0 4T Search Household View View New Edit l Household Click SSN SYSID will open the Client View Screen Hover over code for full version Residence iH Memb SE 7 New r sswsvsio name Age cen Educ vet o corsonoramar sox m es fy Income Pn ier ir v housed mm eons soworanox tel vf View NCB Update mes ncarsovornocr ac y m s fe Move Client to HH E mmm centre woer pete fafnfnfufs n HH to Residence Merge ee Energy Education KURN SON OF MOGH View Kit Component New New Client To Remove a Client one at a time Remove Client s from Household Select client under the R column above then Click this button To Remove Household Click this button Move Entire Household to Unknown r Payments This Household Sorted by Name then Auth click header to change secondary sort _f Payments Previous Household Sorted by Name then Auth click header to change secondary sort r Client Vendor Vendors in red are expired Income Summary Name Acct KANG SON OF AROK 1 200 00 GeneraL 4 999 KoR kor son or ECNE aroa RYNAR r Household Summary Total Income 1 200 00 Total of Persons 7 Co Habitants z Make any changes Save Changes r Address 999 PAGH ST ENTERPRISE OR 97828 ADDRESS UNKNOWN no ENTERPRISE OR 97828
103. with are required Residence Title z view First Name KOLOTH Midde SCS reg Last Name SON OFDAMAR suffix z DOB 05 24 1930 T8hmm dd og SSN Sys SKOLOTH052430 Create Household mm dd yyyy syse Create ID View Adult Id Verified M SSN Verification ves a Mail Ph Update NCB Update Comments Move Client to HH HH to Residence Merge HH d Energy Education 2000 characters left spaces count View Kit Component New Phone WORK 503 988 8888 gt OR enter new number below 1503 555 1212 er Primary Phone HOME Type Primary Phone Mailing Address Choose an address from the list add a new address or edit the current mailing address below 999 PAGH ST ENTERPRISE OR 97828 HOMELESS is not a valid address If no permanent address enter physical location where they sleep under street name e g Oak St Bridge at 3rd St Super Center Parking Lot on Main miles past mile post marker 35 on Hwy 166 Direction Street Name Type Direction Unit Cii ST Zip Code 4 County l gt OR gt Client Characteristics Gender MALE pg Ethnicity NON HISPANIC NON LATINO x Education Ps MASTERS DEGREE gt Homebound ves gt Race Check all that apply Disabled Yess Veteran Yess Language ENGUSH Transport ves I African American Don t Know I American Indian Alaska Native Refused I Asian I native Hawaiian or Pacific Island
104. y Education View Cancel Kit Component New 1969 characters left spaces count Save Changes Data Classification 3 Oregon Housing and Community Services Figure 3 50B Client Vendor Edit Screen Remove Confirmation 132 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 Client Vendor New To add a new vendor click the New Vendor button reference figure 3 51 and the Client Vendor New screen will appear The Client Vendor New screen allows a new vendor to be used for a specific client enter the required information into the appropriate fields and click the Save button reference figure 3 52 The Household view screen will appear with the new vendor added reference figure 3 53 OPUS Client Search View New Edit Residence View New Edit Household View Mail Ph Update NCB Update Move Client to HH HH to Residence Merge HH Energy Education View Kit Component New Energy Assistance r Household Click SSN SYSID will open the Client View Screen Hover over code for full version User TESTUSER Timeout 19 37 Log Out Help v Agency OHCS Client KOR SON OF RYNAR Residence ENTERPRISE OR 97828 Oruni S NN Housing and Community Services Client v Fiscal v Managementv Reports Y Household View Program vY Version 3 0 4T 1 E 3 jol elements indicate poc sp vane
105. y Services Figure 3 18 Client Edit Screen fi i fi fi fi rar 2 On the Client Edit screen all fields will be in edit mode for information to be corrected or changed Certain drop down boxes contain information that was entered for the other HH members If this information is correct it can be chosen or the information can be manually added reference figure 3 18 When the information has been verified and correct click the Save Changes button at the bottom of the screen reference figure 3 19 The Client View screen will appear with the most current changes 97 ENERGY ASSISTANCE OPUS User Manual Section 3 Existing Clients Data Classification 2 User TESTUSER op J S Agency OHCS Client KOR SON OF RYNAR Timeout 19 54 Energy Assistance Residence ENTERPRISE OR 97828 Log Out Client v Program Y Fiscal v Managementv Reports v Help v Client Edit r Client Information Fields marked with are required Title 7 FirstName KOR Version 3 0 4T Client Search View New Edit Non Cash Benefits Check all that apply snap Oregon Health Plan MM MEDICARE None wc MVA Med Serv TANF Child Care Don t Know TANF Trans Other TANF Public Rental Assist Refused IV Other Health Ins other Source I Temp Rental Assist Data Classification 3 Oregon Housing and Community Services Figure 3 19
106. z z z l x View Mail Ph Update Ci St Zip Code 4 County NCB Update Select One 7 OR Select One zj Move Client to HH Residence Info HH to Residence 3 M ve Merge HH Residence Type E Residence Status v Energy Education Energy Sources At least one source of energy must be selected pe New Electric I wood Primary Source I natural Gas Pellet C oi I solar I Liquid Gas I Other Data Classification 2 Oregon Housing and Community Services Figure 3 8 Residence New Verifying Data on Views In general for all view screens you should review to verify data entered If information requires updating or revision the Edit link or button is available to update or correct information Most View Screens are for viewing purposes the exceptions are the Household View and Client View screens Residence Edit Setup On the Client View screen 1 On the Left Nav Bar click the Residence View link reference figure 3 9 and the Residence View screen will appear next On the Left Nav bar under Residence click the Edit link or the Edit Residence button reference figure 3 9A The Residence Edit screen will open Do not edit the physical address unless the building has physically moved to a new location or the physical address contains typos If the household has moved create a new residence Edit the required information then click Sav

4_LIHEAP_OPUS_Sectio..

Contents

Download Pdf Manuals

Related Search

Related Contents