Wx_OPUS_Section_2_CI.. - Oregon DHS Applications home
Contents
1. Client Edit link in the left Nav Bar or the Edit Client button Make the necessary changes and click Save Changes button More clients can be added to the household as necessary by repeating the same steps If all the clients have been added to the household proceed to the Household View screen to finish the client intake process see next section for this process 42 WEATHERIZATION OPUS User Manual Section 2 Client Intake New What are the RED ICONS for There are two red icons that are displayed at the top of client screens reference figure 2 18 The red person icon represents an active client record added and the red house icon represents an active physical residence created for this household Scrolling the mouse over the red person icon shows the name of the client that is being worked on and the red house icon will display the physical address for the current household HOME Log Out 4 OPI IS Agency OHCS a PA i Weatheri Lz zation Client Programm Historical Management Reports Help Version 2 10 23T Household View tie it Click SSN SYSID will open the Client view Screen Hover over iie i full H ahn old m d ae ine i te ere lie 7 R ETET Name Age Gen Educ Vet Eia Race NCB eae D JAMES KIRK 49 M DK DK N RF RF RF Y D DR DAWID WILLIS MARCUS 23 M PHD N Y MNH 5 Y Y New Client To remove a client Choose from R column scroll down to click button E Figure 2 18 Household v2. 97828 ENTERPRISE 4 WALLOWA Client Characteristics cen der pme S MALE Disa bled mMm M o E veteran DONT KNOW E DON T KNOW DONT KNOW Be REFUSED s s lt C CiaCS REFUSED Language Ed ucation CoS H Homebou nd Transportation Race Check all that apply l African American Don t Know l American Indian Alaska Native Refused l Asian L Native Hawaiian or Pacific Islander Oregon Tribes L White Non Cash Benefits Fheck all that apply Jw SNAP Oregon Health Plan EDICARE None p wic m VA Med Serv TANF Child Care Don t Know 7 TANF Trans 7 Other TANF 7 Public Rental Assist Refused m Other Health Ins C Other Source O Temp Rental Assist C seve cranes D n Timeout 14 29 Data Classification 3 roamunity Services HeME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 9B Client Edit Screen 33 WEATHERIZATION OPUS User Manual Section 2 Client Intake New OPI IS Agency OHCS We i ither UZ a fie MT Client Program Historical Management Reports Help 7 L eee ESSEE E aa E Version 2 11 0T Client View acive Select Another Client in HH JEAN LUC PICARD Go Client Information Name JAMES KIRK SSN SYS ID SJIAMESO33063 SSN DOC DK DOB 03 30 1963 Age 49 Phone 503 999 8422 Type HOME Edt Delete ee ne Phone 600 555 9422 Type CELL Edit
3. Oregon Housing and Community Services HOME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 11 Income amp Employer Click the Save button reference figure 2 11 and the Client View screen will appear next with the income added and displayed in the Income section reference figure 2 12 36 WEATHERIZATION OPUS User Manual Section 2 Client Intake New es ia gt HOME Log Out a yy Agency OHCS l td ae Wea th eriza tion Client f Frogram Historical Management Reports Help Version 2 10 23T Client View Active Select Another Client in HH JAMES KIRK Go Client Information Name JAMES KIRK SSN SYS ID SSN DOC DE DOB 03 30 1963 Age 49 Phone C ee we a Mailing Address 1701 FEDERATION WAY STE 10F ENTERPRISE OR 97826 County WALLOWA Client Characteristics Gender MALE Language UNKNOWN Education UNKNOWN AEE Veteran DON T KNOW Disability NO Homebound UNKNOWN Ethnicity REFUSED Race REFUSED Oregon Tribe Edit Client View Househald Non Cash Benefits IN SNAP IN Oregon Health Plan IN MEDICARE IN WIE IN WA Med Serv IN TANF Child Care IN TANF Trans IN Other TANF IN Public Rental Assist IN Other Health Ins IN Other Source IN emp Rental Assist Jobs Agency Number Type Status Cost Completion Date Income Employer Setting to No No Zero Income Don t Know or Refused will delete all income Does
4. link located on the Left Nav Bar reference figure 2 SA HOME Log Out 0 S Agency OHCS Weatheri a tion Client Program Historical Management Reports Help Version 2 11 0T Client View acive tt Select Another Client in HH JEAN LUC PICARD Go Client Information Name JAMES KIRK SSN SYS ID SJAMES033063 SSN DQC DK DOB 03 30 1965 Age 49 Phone 503 999 6422 Type HOME Edt Delete Phone h Ext Type ce Ado Mailing Address 1701 FEDERATION WAY STE 10F ENTERPRISE OR 97826 County WALLOWA Client Characteristics oer Tas Gender MALE Language UNKNOWN Education UNKNOWN Veteran DON T KNOW Disability NO Homebound UNKNOWN Ethnicity REFUSED Race REFUSED Oregon Tribe Non Cash Benefits Figure 2 8A Client View Screen 29 WEATHERIZATION OPUS User Manual Section 2 Client Intake New The Household Mail and Phone Update Screen will now appear reference figure 2 8B You can select a new mailing address from the drop down or enter and new mailing address HOME Log Out OPI S Agency OHCS Wei I the T 7A fie MW Client Program Historical Man agement Reports Help i Household Mail and Phone Update active ff Update Mai address from menu OR enter a new one below 1701 FEDERATION WAYSTE 10F frecton Ee ES 1701 FEDERA pepee Ie SES ne y J A ar i E County Ce o e af Modify Phones for Household Add HH will add the phone to all clients in the hou
5. 7 Other TANF Public Rental Assist Refused C Other Health Ins C Other Source O Temp Rental Assist Does this client have any a Son income E Timeout 11 06 Data Classification 3 Oregon Housing and Community Services HOME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 16 HH member new 2 For each household member enter or select from the following Salutation if needed First Name and Last Name Date of birth and SSN or click the Create System ID button As stated in creating a new client a System ID is created by OPUS OPUS creates a SYSID as follows S first 5 letters of the clients first name month day and two digit year of client s birth date 41 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Phone number PH Extension Select PH Type Mailing Address Select an address from the drop down menu if the mailing address has been entered previously for another member in household or enter a new address Select gender veteran status language homebound disabled ethnicity education level transportation and race Select Non Cash Benefits received by this person Does Client have any income drop down Click Save Button TO DOK z EEE HOME Log Out gency OHCS Wi eU itheri Iza fie MH Client Program Historical Management Reports Help Version 2 10 23T Client View Active a Select Another Clien
6. M DK DK N RF RF RF Y E DR DAVID WILLIS MARCUS 23 M PHD W Y MH 5 Y To remove a client Choose from R column scroll down to click button Jobs Agency Number Type Status Cost Completion Date Address Income Summary T U Address JAMES KIRK 3 000 00 M 1701 FEDERATION WAY STE 10F DR DAWID WILLIS 1 200 00 ENTERPRISE OR 97828 MARCUS i P 1701 FEDERATION WAY STE 10F Household Summary ENTERPRISE OR 97828 Total Income 4 200 00 Phones of Poverty 29 T U Number Client Name o4 of OMI ge H 503 999 8423 JAMES KIRK Tol ey ee 3 C 971 000 1111 a HH Type D e Household Subsidized E Make any changes Save Changes HH Comments To Remove a Client one at a time Select client under the R column above then Click this button Remove Client s fram Household To Remove Household Click this button 2000 characters left spaces count Timeout 6 30 Data Classification 3 ces y H CMe l ri t All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 19 HH View Jobs Summary screen In the Jobs section under HH Members program assistance records the household received are listed by year This screen is mainly a view only screen except for the section in the middle of the screen Household Summary section This section needs to be completed to qualify household for assistance 44 WEATHERIZATION OPUS User Manual Section 2 Client Intake New
7. the New link The Client New screen will appear If the client s HH member is not listed click Add New Member reference figure 2 15 Some household information will be previously entered due to the first client enrolled such as address home phone number Drop down menus are available to select from for subsequent household member s entered or you can manually enter new mailing addresses or phone numbers for each individual 39 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Add Clients to Household cont HOME Log Out 6 u S Agency OHCS Wee i th El Iza fie MW Client Programm Historical Management Reports Help Version 2 10 23T Client Search New tT Current Household Members SSN SYSID Name Gender Age JAMES KIRK i 49 New Client Information Fields marked with are required wildcards will be removed First Name DAVID pos 0430 1989 F8lt mm dd yyyy Last Name MARCUS Create ID SSN Sys 3 _Search Client to HH OPUS will search the database to find this client before creating a new record HH to Residence Merge HH Possible Matches ESN First Name Last Name boB DAVID J MARC 04 11 1952 DAVID MORSE JR 05 12 1993 pavi D MARQUEZ 10 25 2001 pavi D MARQ UEZ 01 25 2003 pavi D MARQUEZ 05 09 1998 pavi D MARQUEZ 03 04 1976 pavi D MARQUEZ ps 20 2001 Timeout 15 00 Data Classification 3 Oregon H
8. this cle gipa rails ype Source Emp Monthly Annual Verified Date Last 30 Days EXC UNEMPLOYMENT STATE OF OREGON 250 00 3 000 00 07 03 2012 N New Income Total 250 00 3 000 00 Figure 2 12 Income amp Employer screen 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 modules 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 an error message The client cannot be moved due to another open enrollment contact OPUS Helpdesk opushelp hes state or us Residence New 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 If there is an apartment or unit number use one of these formats Apt Unit or Spc 2 3 T
9. ANF Trans IN Other TANF IN Public Rental Assist IN lot her Health Ins In lot her Source N Temp Rental Assist Jobs Agency Number Type Status Cost Completion Date Income Employer Setting to No Mg z ged will delete all income Does thic client have any ind yme YES Source Emp FIr heal Hte Last 30 Days Exclude Timeout 16 18 Data Classification 3 Oregon Housing and Community Services All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 6 Client View with Income Employer info screen 27 WEATHERIZATION OPUS User Manual Section 2 Client Intake New HOME Log Out aT a at S Agency OHCS As Weather Iz a tle il Client Program Historical Management Reports Help 1h ay IA ae Ta j Version 2 10 23T Client View active Select Another Client in HH JAMES KIRK La Go Client Information Name JAMES KIRK SSN SY 33063 SSN DQC DK DOB 03 30 1963 Age 49 Phone Ext Type CELL Add Mailing Address 1701 FEDERATION WAY STE 10F ENTERPRISE OR 97828 County WALLOWA Client Characteristics Gender MALE Language UNKNOWN Education UNKNOWN Veteran DON T KNOW Disability NO Homebound UNKNOWN Ethnicity REFUSED Race REFUSED Oregon Tribe Non Cash Benefits IN SNAP IN Oregen Health Plan IN MEDICARE IN WIC IN VA Med Serv IN TANF Child Care IN TANF Trans IN Other TANF IN Public Rental Assist IN Other Health Ins IN ot her Source N
10. Delete ii 2h Update Phone Ext Type CELL Ada NCB Update Mailing Address 1701 FEDERATION WAY STE 10F Client ta HH ENTERPRISE OR 97828 County WALLOWA esidence Client Characteristics Gender MALE Language UNKNOWN Education UNKNOWN Veteran DON T KNOW Disability NO Homebound UNKNOWN Ethnicity REFUSED Race REFUSED Oregon Tribe Non Cash Benefits ly ISNAP W Oregon Health Plan IN Wie IN WA Med Serv IN TANF Child Care ae IN Other TANF IN Public Rental Assist ly Other Health Ins kloe Source IN Temp Rental Assist Jobs Agency Number Type Status Cost Completion Date CCN TESTIOBS BOTH PENDING 3 850 00 07 25 2020 Income Employer Setting to No No Zero Income Don t Know or Refused will delete all income Does this client have any income YES Save Type Source Emp Monthly Annual Verified Date Last 30 Days Exclude UNEMPLOYMENT STATE OF OREGON 250 00 3 000 00 07 03 2012 N New Income Total 250 00 3 000 00 Timeout 19 45 Data Classification 3 Oregon Housing and Community Services HOME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 9C Client View Screen Reflecting Non Cash Benefits changes 34 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Income amp Employer Setup Using the Client View click on the individual household member SSN SYSID to open Client View screen 1 Click the button New
11. Income Employer reference figure 2 10 The Income amp Employer New screen will appear next OPUS HOME Log Out Agency OHCS Weatherization Client Program Historical Management Reports Help Version 2 10 23T Client View active Select Another Client in HH JAMES KIRK I Go Client Information Name JAMES KIRK SSN SYS ID SSN DQC DK DOB 03 30 1963 Age 49 Phone Ext Type CELL g Add Mailing Address 1701 FEDERATION WAY STE 10F ENTERPRISE OR 97828 County WALLOWA Client Characteristics Gender MALE Language UNKNOWN Education UNKNOWN Veteran DON T KNOW Disability NO Homebound UNKNOWN Ethnicity REFUSED Race REFUSED Oregon Tribe _ Edt Cient_ View Household _ Non Cash Benefits IN SNAP IN Oregon Health Plan IN MEDICARE In WIC IN VA Med Serv IN TANF Child Care IN TANF Trans IN Other TANF IN Public Rental Assist IN Other Health Ins IN Other Source IN Temp Rental Assist Jobs Agency Number Type Status Cost Completion Date Income Employer Setting to No No Zero Income Don t Know or Refused will delete all income Does this client have any income YES Save Source Emp Monthly Annual Verified Date Last 30 Days Exclude ED Total 0 00 0 00 Timeout 19 55 Data Classification 3 Oregon Housing and Community Services HOME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 10 Income Employer 2 On the Inc
12. R enter a new one below Fal D Direction Street Name Type Direction n CE L o l COCO M E ST Zip County es o Pl Modify Phones for Household Add HH will add the phone to all clients in the household Delete HH will delete all phone for all clients in the household c i ste JAMES KIRK eea Phone 503 999 8422 Type HOME Ect Delete Phone 800 555 9422 Type CELL Edit Delete Phone 200 555 9422 Ext Type CELL E Add Add T Delete HH 9 IDR DAVID WILLIS MARCUS Phone 971 000 1111 Type CELL Edit Delete Phone 800 555 9422 Type CELL Edit Delete Phone Ext Type CELL B Ada Add HH Delete HH CAROLE MARCUS 555 9422 pres Edit Delete Phone eozase zeee epe prve cet Tei de eas Tete JEAN LUC PICARD Phone 503 555 1212 Type HOME Edi Delete Phone 800 555 9422 ype CELL IPhone 503 999 9999 Type CELL Phone 502 999 9999 Ext Type CELL L Add Add HA Delete HH il Timeout 12 12 Data Classification 3 Oregon Housing and Community Services HME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 8C Household Mail and Phone Update Screen Update HH Mailing Address 31 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Non Cash Benefits Update To update the non cash benefits from the Client View screen click the Edit link located
13. S Household Screen Client s Name Client Screen Residence Address Residence Screen A maximum of 100 results will be returned Advanced Search Client to HH HH to Residence Merge HH Search Results ISSN First Name No Results Found TUU U U Figure 2 13 Client Search Residence New Search no results found La st Name Birth Year Addre z5 Unit City 4 When a residence is found in the database the address city and zip code will be displayed in the Search Results 5 Ifthe residence is not in the result list you ll see No Results Found A new household and new residence can be created reference figure 2 12 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 reference figure 2 7 Verifying Data on Views In general for all view screens you should review to verify data entered If information needs to be edited the Edit links or buttons are available to update or correct information Most View Screens are for viewing purposes the one exception 1s the Household View screen 38 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Add Clients to Household Adding clients to an existing household is easie
14. Section Two Client Intake New New household records are created in this section From there a household HH can be enrolled in agency programs services and household transactions Client Search 20 Advanced Client Search 21 Client Search New 23 Client New 24 Client View 2I Household Mail and Phone Update 29 Non Cash Benefits Update 32 Income amp Employer 35 Residence Search 37 Residence New 37 Verifying Data on Views 38 Add Clients to Household 39 What are the red Icons for 43 Household View Jobs Summary 43 All SSNs throughout this manual have be covered for confidentiality purposes even though the test database was used 19 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Client Search There are two types of client search screens Client Search and Client Search New When to use each specific Search Screen Client Search Use the Client Search screen to find current records in the OPUS database Client Search New Use the Client Search New screen during a client intake session Setup Log in and start from Message of the Day Screen 1 Click the Client Search link on the left nav bar or pass your cursor over Client on the main menu and select Search from the dropdown list The Client Search screen will appear next reference figure 2 1 2 An individual search needs to be conducted for each new client and or each client in the household Searc
15. emp Rental Assist Jobs Agency Number Type Status Cost Completion Date Income Employer Setting to No No Zero Income Don t Know or Refused will delete all income NONE ZERO INCOME STATEMENT ATEMEN TIRA Does this client have any income Zero Income Comments Test the comment field aj E 2000 characters left spaces count Save Type Source Emp Monthly Annual Verified Date Last 30 Days Exclude Total 0 00 0 00 Timeout 14 55 Data Classification 3 Oregon Housing and Community Services HEME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 6A Client View with Zero Income Comments Box screen 28 WEATHERIZATION OPUS User Manual Section 2 Client Intake New E HOME Log Out s 4 6 u IS Agency OHCS ar em Weathe riza ali IFI Client Program Historical Management Reports Help Version 2 10 23T Client Search New a New Client Information Fields marked with are required wildcards will be removed First Name JAMES DOB 03 20 1963 Efimm dd yyyy Last Name KIRK Create ID SSN Sys l 63 OPUS will search the this client before creating a new record PS Fossible Matches Client to HH ESN First Name Last Name pos HH te Residence No Resulte Found Figure 2 7 Client Search New add new member Household Mail and Phone Update To update the mailing address from the household click on the Mail Ph Update
16. enerated Fields marked are required 22 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Client Search New The Client Search New screen finds possible matches using the required search fields reference figure 2 4 Setup On the Client Search New screen 1 Enter required fields without wild cards with legal first name last name SSN SID and date of birth DOB reference figure 2 4 The Create ID button will automatically create an SID to search for a client who may be assigned a system ID versus aSSN System ID is created by OPUS or can be manually done SYSID sequence is as follows S first 5 letters of the client s first name month day year MMDDYY of client s birth date 2 Click the Search button The search button becomes activated when information is typed into any of the boxes If No Results found 1s displayed the client can be added as a new client to the OPUS database reference figure 2 4A i y amp Weatheriza tion Client Program Historical Management Reports Help are I a F JA k P Agency OHC Version 2 10 23T Client Search New New Client Information Fields marked with are required wildcards will be removed First Name s pos 03 20 1963 CEtmm dd yyyy Last Name Create ID SSN Sys _Search OPUS will search the database to find this client before creating a new record Active Figure 2 4 Client Search New
17. h for clients by name or SSN System ID SID or SYSID without dashes 3 Click the Search button 4 ST iij HOME Log Out aoa a 6 IS Agency OHCS td ik j Weath E riza flon Client Program Historical Management Reports Help Version 2 10 23T Client Search Type Apt Unit etc with ssw sysip sd Addess f JAME ciy o Zip C Show Residence Info only Cl Show Residences With Jobs only When you Click in Search Results C Search Client s SSN SYS Household Screen Client s Name Client Screen Residence Address Residence Screen A maximum of 100 results will be returned Advanced Search FQ Figure 2 1 Client Search Screen When a search is unsuccessful a message No Results Found will display under the Search Results section Repeat the search for each new client or client in the household HH before adding a client to a household When a search is successful a client s information will display in the Search Results reference figure 2 2 If a person does not exist in the OPUS system a client search will indicate No Results Found The client can then be entered as a New Client Search Results ISSN First Name Last Name Birth Year Address Unit city No Results Found Figure 2 2 No Results Found 20 WEATHERIZATION OPUS User Manual Section 2 Client Intake New A search can be completed by any of the fields provided SSN fi
18. iew Red Icons Household View Household view provides an overview of the household view screen and instructions for completing the final steps for a household to receive program assistance Setup On the Client View screen Use the Left Nav bar click the Household View Link the Household View screen will appear or scroll over Client in the top navigational bar and HH view will appear reference figure 2 19 This screen is organized as follows HH Members information top section Jobs below client section Income Summary right side under jobs section Household Summary right side under income summary section Addresses left side under jobs section Phone numbers left side under address section HH Comments right side under household summary section 43 WEATHERIZATION OPUS User Manual Section 2 Client Intake New L7 H it a iag Lif i ae pE ie i d 4 po i ae j Ma lt 2 Fi sa Client to HH HH te Residence Merge HH Oregon Housing and Community Service Weath El iZi 1 ali al Client Pragram Historical Management HOME Log Out 0 S Agency OHCS Reports Help Version 2 10 23T Household View Household Click SSN SY YSID will open the Client View Screen HH Members 0 000 Active Hover over code for full version R SSN SYSID Name Age Gen Educ Vet Disb Ethn Race NCB Income E JAMES KIKK 49
19. if necessary m Legal first name middle name last name m Review social security number or system identification number for accuracy SSN Quality Code This is to describe if the SSN is full or don t know don t have or refuse for system identification m One phone number extension and type m Mailing Address The first client created for a household type their mailing address in provided boxes For subsequent clients the select from drop down 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 24 WEATHERIZATION OPUS User Manual Section 2 Client Intake New City or Zip Code Gender Disabled Veteran Ethnicity Language Education 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 Items marked with required responses to be selected Other items are optional and can be left blank 25 WEATHERIZATION OPUS User Manual Section 2 Client Intake New HOME Log O
20. ified Date Last 30 Days Exclude UNEMPLOYMENT STATE OF OREGON 250 00 3 000 00 07 03 2012 Y N New Income Total 2750 00 3 000 00 Timeout 19 57 Data Classification 3 Oregon Housing and Community Services HEME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 9A Client View Screen 32 WEATHERIZATION OPUS User Manual Section 2 Client Intake New The Client Edit screen reference figure 2 9B should now appear Go to the bottom of the screen were you will find the Non Cash Benefits section Select and or deselect the appropriate check boxes and select Save Changes button reference figure 2 9B Frey erty Client to HH HH to Residence Merge HH Oregon Housing and Co HOME Log Out i OPI S Agency OHCS Wee ithe I7 a ite MH Client Program Historical Management Reports Help Version 2 11 0T Client Edit active tf Client Information Fields marked with are required Title FirstName AMES Middle OE Last Name KK o s Suffix Ol DOB 3301363 amp limm dd yyyy SSN Sys SJAMESO32063 Create ID SSN Quality Code DONT KNOW OR DONT HAVE E Mailing Address Choose an address from the list add a new address or edit the current mailing address below Edit Current Mailing Address T Homeless No Direction Street Name Type Direction Unit z 1701 FEDERATION war E STE E i OF ST Zip County Sones 97828 OR
21. n Housing and Community Services HME Logout All Rights Reserved Site best viewed with Internet Explorer 3 5 SP2 or higher Figure 2 5 Client New screen 26 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Client View The Client View screen will appear after a new client record is created or edited reference figure 2 6 Use this screen to review the accuracy of information entered from the New or Edit screens Note When you change the Does this Client have any income response to YES and save The New income button appears and the Zero Income Comment box disappears Viewing the HH View screen to verify information will be covered several times throughout this manual HOME Log Out Agency OHC Client Program Historical Management Reports Help Version 2 10 23T Client View active a Select Another Client in HH JAMES KIRK Go Client Information Name JAMES KIRK SSN SY 3063 SSN DOC DK DOB 03 30 1963 Age 49 Phone Ext Type CELL g Add Mailing Address 1701 FEDERATION WAY STE 10F re ENTERPRISE OR 97626 County WALLOWA Jo update Client Characteristics Clie E ta HH Gender MALE Language UNKNOWN Education UNKNOWN TER badiu cE Veteran DON T KNOW Disability NO Homebound UNKNOWN E i Ethnicity REFUSED Race REFUSED Oregon Tribe Non Cash Benefits N SNAP IN Oregon Health Plan IN MEDICARE In wre IN WA Med Serv IN TANF Child Care IN T
22. no match NOTE OPUS utilizes several different matching algorithms to find potential duplicate clients Please review the list first prior to entering new clients into the database 23 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Client New This step is only used after determining the client is not in the system and all search attempts have been exhausted Setup On the Client Search New screen 1 Click the Add New Member button reference figure 2 4A The Client New screen appears reference figure 2 5 y ko Wea th E riza tion Client Program Historical Management Reports Help By E EN HOME Log Out oe E JA Agency OHCS Os PS oe Version 2 10 237 Client Search New New Client Information Fields marked with are required wildcards will be removed Active First Name AMES DOB 03 20 1963 Fel mm dd yyyy Last Name KIRK Create ID SSN Sys Search OPUS will search the this client before creating a new record Possible Matches ISSN First Name Last Name DOB No Results Found Add New Member Figure 2 4A Client Search New 2 Client name birth date SYSID SSN is already filled in from being entered on the Client Search New screen Complete the rest of the new client information Fields marked with require responses to be selected There are several buttons with dropdown arrows for different choices m Title salutation
23. number only no When you Click in Search Results Client s SSN SYS Household Screen Client s Name or Phone Number Client Screen A maximum of 100 results will be returned ient to HH to Residence Merge HH Figure 2 3B Advanced Client Search Screen 21 WEATHERIZATION OPUS User Manual Section 2 Client Intake New 0 IS Agency OHCS Weathe Iza fle MY Client Program Historical Management Reports Help Version 2 11 0T Advanced Client Search SSN SYSID First Name Last Name Fhone 5039998422 a portion of phone number number only no When you Click in Search Results _Search Client s SSN SYS Household Screen Client s Name or Phone Number Client Screen A maximum of 100 results will be returned Client to HH Search Results aie salah at SSN First Name Last Name Phone Number aan JAMES KIRK 503 999 8422 Timeout 19 55 Data Classification 3 Oregon Housing and Community Services HOME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 3C Advanced Client Search Screen Results Note Search Results are displayed for the first 100 records randomly matching the criteria you enter in a given search A list resulting of up to 100 individual result records are generated randomly If specific search criteria entered will result in a more than 100 matches utilize a redefined search result and narrow down the list g
24. ome and Employer screen reference figure 2 11 Type or Select Source such as employer s name Verified Date Type of the income 1 e SSI Income received in past 30 days Amount Don t Use This record Creating Payments Frequency Enter Comments as needed Verified How i Employer Information amp address Verified By who follow steps as required 35 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Click the Save button the Client View screen will re appear with the income displayed If the client has an employer you can enter this information by following the same steps done for income reference figure 2 11 q HOME Log Out a gt 6 IS Agency OHCS Sx Weath erize 1 fion Client Program Historical Management Reports Help Version 2 10 23T Income Employer New PTT Income Fields marked with are required for an income source to be saved Source Employer Name Type Amount X Frequency Verified How Verified By Verified Date E mm dd yyyy Income received in past 30 days D Don t Use This Record When Creating Payments D View Comments MAX 2000 characters y m j 7 a 7 Mail Ph Update NCB Update w Client to HH 2000 characters left spaces count HH te Residence Merge HH Employer Information Phone Ext Address Address 1 Address 2 City State Zip Weout 12 28 Data Classification 3
25. on the Left Nav Bar under Client or the Edit Client button located in the Client Characteristics section of the Client View screen reference figure 2 9A HOME Log Out S Agency OHCS Weathe Iza tli i Client Program Historical Management Reports Help Version 2 11 0T Client View Active Select Another Client in HH JEAN LUC PICARD Go Client Information Name JAMES KIRK SSN SYS ID SJAMESO33063 SSN DQC DK DOB 03 30 1963 Age 49 Phone 503 999 8422 Type HOME Edit Delete Phone 600 555 9422 Type CELL Edit Delete ea Co ext tyne CELL Ea Mailing Address 1701 FEDERATION WAY STE 10F Client ta HH ENTERPRISE OR 97828 County WALLOWA k Fi pel pe pet HH te Residence Merge HH Client Characteristics Gender MALE Language UNKNOWN Education UNKNOWN Veteran DON T KNOW Disability NO Homebound UNKNOWN Ethnicity REFUSED Race REFUSED Oregon Tribe C Edt Cont J Vew Household _ Non Cash Benefits ly ENAP ly Oregon Health Plan IN MEDICARE IN WIC IN VA Med Serv IN TANF Child Care IN TANF Trans IN Other TANF IN Public Rental Assist fy lot her Health Ins IN Other Source IN Temp Rental Assist Jobs Agency Number Type Status Cost Completion Date CCN TESTIOBS BOTH PENDING 3 850 00 07 23 2020 Income Employer Setting to No No Zero Income Don t Know or Refused will delete all income Does this client have any income YES Save Type Source Emp Monthly Annual Ver
26. ousing and Community Services HOME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 15 Add new HH member search 40 WEATHERIZATION OPUS User Manual Section 2 Client Intake New Add Clients to Household cont HOME Log Out 0 S Agency OHCS Wa Ci theri Iza ali a Client Program Historical Management Reports Help ec T o n i ee 7 VETNI 2 10 23T Client New Active a Client Information Fields marked with are required Title oR E FirstName DAVID F Middle Wus Last Name MARCUS e Suffix H DOB pess CEkmm dd yyyy SSN Sys e Cete SSN Quality code F Phone Primary Phone 503 555 1212 EXT Type HOME Mailing Address Client to HH HH to Residence Merge HH Choose an address from menu OR enter a new one below El O Direction Street Name Type Direction Unit COCE COo O COCHO B E ST Zip County C oao Bal Client Characteristics Gender FO Disabled 0 Veteran Os Ethnicity Doo Language OS Education TO Homebound C E Transportation E Race Check all that apply L African American Don t Know American Indian Alaska Native Refused l Asian L Native Hawaiian or Pacific Islander Oregon Tribes White l Non Cash Benefits Check all that apply C SNAP E Oregon Health Flan E MEDICARE O None m wic m VA Med Serv 7 TANF Child Care Don t Know TANF Trans
27. rst name last name physical address system ID city or zip When a client has a system Identification S YSID different from their social security number it might be beneficial to remove the S YSID from the search box and search only by the first and last name Advanced Search Additionally you can access Advanced Search features by clicking on the Advanced Search link reference figure 2 3A An advanced search can be completed utilizing system Identification S YSID First Name Last Name and or Telephone Number Ref reference figure 2 3B and 2 3C gt HOME Log Out aba 0 S Agency OHCS ir Weatheriza fie MT Client Program Historical Management Reports Help Version 2 10 237 Client Search Type Apt Unit etc with S5N SYSID Address First Name City Last Name KIRK Zip oo l Show Residence Info only Ll Show Residences With Jobs only When you Click in Search Results Search Client s SSN S S Household Screen Client s Name Client Screen Residence Address Residence Screen Move A maximum of 100 results will be returned Advanced Search Client to HH HH to Residence Merge HH Figure 2 3A Client Search Screen HOME Log Out yy 0 S Agency OHCS Client Program Historical Management Reports Help Version 2 11 0T Advanced Client Search SSN SYSID First Name Last Name Fhone 503999842 iA portion of phone number
28. sehold Delete HH will delete all phone for all clients in the household DAMES KIRK IPhone 503 999 8422 Type HOME Edit Delete Phone 800 555 9422 Type CELL Ect Delete Phone 00 55 9422 ee Type CELL zj Add Add HH Delete HH IDR DAVID WILLIS MARCUS Phone 971 000 1111 Type CELL Edit Delete Phone 800 555 9422 Type CELL edt Delete Phone Ext Type CELL J Add Add HH Delete HH CAROLE MARCUS S Phone 800 555 9422 Type CELL edt Delete Delete Phone oseese lee Type CELL e Add Add HH Delete HH mes fone e mee 999 9999 E Delete Tg I I M Timeout 19 01 Data Classification 3 Oregon Housing and Community Services HEME Logout All Rights Reserved r Site best view aa one Internet Explorer 5 5 SP2 ar higher Figure 2 8B Household Mail and Phone Update Screen Update HH Mailing Address You can add or delete additional telephone numbers to from individuals or the entire household by entering the telephone number and selecting the corresponding button reference figure 2 SC 30 WEATHERIZATION OPUS User Manual Section 2 Client Intake New HOME Log Out 6 IS Agency OHCS Weather T 7q ali Mi Client Program Historical Management Reports Help a o o n a _ a ere 2S Household Mail and Phone Update active tf Update Mailing Address for Household Choose an address from menu O
29. st when at least one client and the residence have been created initially reference figure 2 14 HOME Log Out Y shee 0 S Agency OHCS Weath EI 7 7A fie Ml Client Program Historical Management Reports Help Version 2 10 23T Household View Household Click SSN SYSID will open the Client View Screen Active a Hover over code for full version R SSN SYSID Name Age Gen Educ Vet Disb Ethn Race NCB Income DO JAMES KIRK 49 M DK DK WN RF RF RF To remove a client Choose from R column scroll down to click button Jobs Agency Number Type Status Cost Address T U Address M 1701 FEDERATION WAY STE 10F ENTERPRISE OR 97626 Completion Date Income Summary JAMES KIRK 3 000 00 Household Summary Mo Total Income 3 000 00 Client to HH P 1701 FEDERATION WAY STE 10F o of Pon EEE ENTERPRISE OR 97828 of Poverty 26 Merge HH Pluss of OMI amo Total of Persons 1 T U Number Client Name e ener HH Type E Household Subsidized O Make any changes Save Changes HH Comments To Remove Household Click thie button Move Entire Household to Unknown 2000 characters left spaces count Timeout 19 08 Data Classification 3 Oregon Housing and Community Services HME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 14 Adding new client to HH Setup On the Household View screen 1 On the Left Nav Bar under Client click
30. t in HH JAMES KIRK Client Information Name DR DAVID WILLIS MARCUS SSN SYS ID SSN DOC DK DOB 04 30 1989 Age 23 Phone Ext Type CELL a Ada Mailing Address 1701 FEDERATION WAY STE 10F up date ENTERPRISE OR 978626 County WALLOWA NCB Update Client Characteristics m ae Ane Gender MALE Language ENGLISH Education PS DOCTORATE DEGREE 5 Ti sidence Veteran NO Disability YES Homebound NO Merge 355 2 Ethnicity NON HISPANIC NON LATINO Race White Oregon Tribe Edit Client View Household Non Cash Benefits IN SNAP IN Oregon Health Plan IN MEDICARE IN WIC IN WA Med Serv IN TANF Child Care IN TANF Trans IN Other TANF IN Public Rental Assist f lot her Health Ins IN Other Source IN Temp Rental Assist Jobs Agency Number Type Status Cost Completion Date Income Employer Setting to No No Zero Income Don t Know or Refused will delete all income Does this client have any income YES Save Type Source Emp Monthly Annual Verified Last 30 Exclude Date Days SOCIAL SECURITY SOCIAL SECURITY 100 00 1 200 00 07 06 Y DISABILITY INCOME ADMINISTRATION 2012 New Income Total 100 00 1 200 00 Timeout 19 54 Data Classification 3 Oregon Housing and Community Services HME Logout All Rights Reserved Site best viewed with Internet Explorer 5 5 SP2 or higher Figure 2 17 HH member added view The Client View screen will appear reference figure 2 17 If changes need to be made click the
31. ut 0 S Agency OHCS Wee th EI ji 7a fle MW Client Program Historical Management Reports Help E EEE Eee ee ee eee Version 2 10 23T Client New oe Client Information Fields marked with are required Title FirstName JAMES Middle Last Name KIRK sti e Suffix DOB foz 20 1963 8lmm dd yyyy SSN Sys Create ID_ SSN Quality Code Ek Phone Primary Phone 503 555 1212 EXT Type HOME Client te HH an siel Mez Mailing Address aa No Direction Street Name Type Direction Unit hm E FEDERATION war ET A ste ior City ST Zip County ENTERPRISE 9 828 OR 9 828 ENTERPRISE 4 WALLOWA Client Characteristics Gender MALE O sf Disabled o E Weteran DONT KNOW E i Ethnicity REFUSED gt Language Education o Ud Homebound O Transportation O Race Check all that apply l African American C Don t Know L American Indian Alaska Native Refused L Asian Native Hawaiian or Pacific Islander Oregon Tribes L White EJ Non Cash Benefits Check all that apply SNAP Oregon Health Plan MEDICARE O mone p WIC p YA Med Serw O TANF Child Care Don t Know TANF Trans O Other TANF C Public Rental Assist Refused E Other Health Ins nm Other Source rf Temp Rental Assist Does this client have any income Zero Income Comments 2000 characters left spaces count Timeout 0 40 Data Classification 3 Orego
32. ype a city and zip code to narrow the results to this region of the state reference Figure 2 12 37 WEATHERIZATION OPUS User Manual Section 2 Client Intake New 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 4 When a residence is found in the database the address city and zip code will be displayed in the Search Results 5 Ifthe residence is not in the result list you ll see No Results Found A new household and new residence can be created reference figure 2 13 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 reference figure 2 7 Agency OHCS Wea th E riza flon Client Program Historical Management Reports Help Version 2 10 23T Client Search Type Apt Unit etc with SSN SYSID Address XFEDERATION First Name City ENTERFISE Last Name Zip L Show Residence Info only L Show Residences With Jobs only View 2 ere cae os When you Click in Search Results Search Mail Ph Update rn erste as NCB Update Client s SSN SY
Download Pdf Manuals
Related Search