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1. 2 Enter Participant Rep personal information Status None Selected juro the Gelds below as appropriate 1 Go to this tab File Personal Participant ID O Last Name First Name OE Address 1 Address 2 City ip Code Telephone Number Email Address County Select County Emergency Contact Name FEmemanre Cantact Phone loreal Mace Nimvher la Click Save File Enter the participant representative s information into the fields When finished click Save File CONSUMER DIRECTION MODULE MASTER USER MANUAL Assigning a Legal Guardian Go to the participant s file gt Legal Guardian tab Status None Selected File Legal Guardian Enter the legal guardian s pertonal information in the Beid below as appropoate Has Lege Guardian E Last Name Fest Name Address Address 2 City State Zio Code Telephone Number DID To Check Save File Fill in the personal information of the legal guardian When finished click Save File CONSUMER DIRECTION MODULE MASTER USER MANUAL Documenting a Home Visit 1 Update Last In Person Monitoring Date Go to the participants file gt Program tab Change the date fields for Last In Person Monitoring Date Click Save Financial Service Advisor Medical Provider Participant Representative Cleveland Amory Status Active File Program Next Assessment Due Aug 2011 Next In person Monitoring Due a
2. Subject Peace s rica about Me Serth s fle tats From State Aden Date 4 16 2010 20551 PM Send Notification To participant Check the agencies that you want to EMSA Admin send the note response to Indicate the Case Note Status and the Resolution Type Finally click Save Response Indicate the Case Note Status and Resolution Trpe using the drop down menu Click Save Response CONSUMER DIRECTION MODULE MASTER USER MANUAL Assigning a Support Broker Prerequisites participant file must already be created and the support broker must be added as a user in the CDM Go to the participant s file gt Support Broker tab Thomas Able Status Active File Support Broker Agency Information ame Family Agenda Lantor Feat Name Lasi Name Address 1 Address State Zip Code Telephone Fax d Emad Address Jia Enang 1 Cantre Street Newtown FA 19501 6175699956 TODO TODO Suppor Broker Support Broker Into Fira Name Las Mamo address Address e City State ip Code Telephone 1 Telephone 2 Fax d E mad Address Eomard Boland 432 Tulip De Plessantalle PA 19259 6172263456 5175595974 bbhalandi0net com 4 Click Save File Agora ps From the Agency pull down menu select the agency of the support broker If the support broker does not work for an agency choose None Selected Once you have selected the agency click Go The contact information for
3. CDM CONSUMER DIRECTION MODULE Master User Manual Last Updated August 2010 Released concurrently with CDM v 1 0 All information in this manual referring to individuals or organizations names addresses company names telephone numbers social security numbers etc is fictitious and used strictly for illustration Any reference to an actual individual or organization is coincidental and completely unintentional URCE SUCE e y Z uva N47 SS Oy S amp S VICES 40 gt XA Vo Eno National Resource Center for Participant Directed Services CONSUMER DIRECTION MODULE MASTER USER MANUAL Contents Oo ire aus aus aaa sd aee a A A E A A 1 se oo A RR 1 Perms ol Use Modiicadon and Red i ELO a id 1 Version ad pon TAIT resa S td 1 Working with Participants Non Financial Information rea a New a o lA 05000 ort re trans tre trer Serremersierer rere errr rr srrrree eter rrr rr rr err nie 1 E ad do SS O crs fg sas bse ccna a E ep 1 ron dace Pat pan Online 1 Downloada Blank Parucipant POr aia 1 Add Information to the ace pat DO CH illa 2 Upload the Parc a e si iia 3 Pido Parc pan lada io aa 4 date ATMS alo oa O O o o O o ee o A 4 Participant nice le an ela eaaa E e N E E a E EEE Seotaneemeanassnie 4 Master E a E ASS a E EE E EET E E EA E E E EE E E E EE EEE 5 E names A FUS taS ane gar cer ia a e 7 Meno a Parte Danes File Status ESTO needs rociera ei ice 8 aici Nem Not aa C1 S P aa rsvp adotei ca
4. Option 2 Make Copy of Plan and select Budget and or Date Range Option Create Blank Spending Plan IF copying to new plan or creating a brand new one select tems below Budget 1 200 00 Monthly 420706282017 e Spending Plan Date Range Get spending Plan Now that you have chosen one of the three options click Get Spending Plan The Spending Plan Details table will expand Each spending plan category is displayed next to a blue plus sign Click the plus sign in order to expand the details for that category You can enter information into any white field The pale blue fields will calculate automatically as you enter information When you are done entering information for one category you can click the plus sign next to the category title again to collapse those details Then click on the plus sign of the next category to begin entering those details CONSUMER DIRECTION MODULE MASTER USER MANUAL Spending Plan Selection Spending Plan Details Edit information in white fields Walker Services nm Hourly aurs perry Employee rate i avroll Tax Personal Care attendani 7 1 2010 8 30 2011 nakerfcompanion s 5 50 E Sence or Support Description Start Date End Date Semice Code Total 2426 08 HrvUnits per Budget Period 257 5 2426 0 O 5 000 Total Cost this Budget Period AS pp 3 p T s p o T MN Participant Delegated Goods and Se
5. 2334 asmith asmith csmith dsmith fsmith jsmiths Isrmith ssmith Active Inactive Active Active Inactive Active special Case Active View File View File View File View File View File View File View File 3 Click View File View File ash and Counseling Application Version Master Participant List Search Navigate to the homepage and click on the Master Participant List Click here with bugs dr feedback Note If you don t have this table on your homepage just use one of the other methods for locating a participant file f J CONSUMER DIRECTION MODULE MASTER USER MANUAL A table will open up with the names of the participants Click View File in order to go to a participant s file Or you can click Details to quickly view a few key bits of information such as the participant s support broker s name Please note that you may have to search through the pages in order to locate the participant as shown below in step three Consumer Direction Module CDM amp S Change a Q EME i Help Logout National Resource Center for Participant Directed Services CONSUMIDOR CAE eee dodify Support Brok Master Participant List M odiiy Support B roker Agencies Modify FMS Admin Agents Modify FRSA Admin Agencies Advanced Search Broadcast Message 5 002020002 eve File apais Calahan Francis 434225 2 Click View File View File Details Pending Spending Plans or Details Expenditure Batch
6. Amount 3 250 00 Anytown New Mexico 19234 Budget Effective Date 6 1 2010 Budget End Date 5 31 2011 Medicaid Number 1234567890 Participant File Status Active Spending Plan Start Date 6 1 2010 Spending Plan End Date 12 31 2010 12 Support Broker Name Penny Pinkerton Days in Spending Plan 214 Spending Plan Version 3 4 3 3 4 5 6 f O g Below the summary information there is a table for each spending plan category Enter spending plan information into the white cells in these tables Do not enter any information into the shaded cells The shaded cells automatically calculate so any changes made to these cells will not be saved and might generate an error message The last cell in each row shows the cost of each line item At the bottom right of each spending plan category table the subtotal for the spending plan category is displayed These values update automatically as you fill out the spreadsheet Cost of each Spendine plan category SAE Waiver Services 47 E Total Service or Support Taxes per Hourly Total Cost this Description Start Date End Date Service Code Hourly rate Hour Cost Budget Period Personal assistance 12 31 2010 59 25 A O O O Total Waiver Services Enter or edit information mare by ba dl a o y qe alla WIL ne wue CELIS The last table in the spreadsheet is the spending plan summary Here you will see the subtotals for each category the total cost of the spending plan and the amou
7. Cell Insert Alignment A Consumer Directed Module Generic Department of Testing Participant Entry Form Personal Info save often TE ay Telephone Humber Do Emergency Contact Number sd Medicaid Mumber ___ Language Spoken secondary Local Frog remo O Required fields A First Names O tip Codes Email Add ess Emergency Contact Namef OOOO O Local Case number OOOO O O Date of Birth _ lt Language Spoken Primal Social Security gt Dropdown menu are bolded example white i African American American Indian Click on these tabs to add or edit other worksheets Hair Color Service Field Upload the Participant Form After you have completed and saved the Participant Form return to the page in the CDM from where you downloaded the blank form Click Browse locate the form that you saved and click Open then click Submit submit Participant Form Select Form to Submit Browse Now you see the new participant file However the changes have not yet been saved Verify that the uploaded information is correct the click Save File If you see a confirmation message that says File has been saved then you are done If there is required information missing or some information is not valid you will see a user message that will tell you which information you must check before you can save
8. DIRECTION MODULE MASTER USER MANUAL Documenting a Phone Call 1 Update Last Phone Monitoring Date Go to the participants file gt Program tab Update the date fields for Last Phone Monitoring Click Save ES ES EA Financial Service Advisor Medical Provider Participant Representative Cleveland Amory Status Active File Program Next Assessment Due Aug 2011 Next In person Monitoring Due asap Date of Enrollment May iv 1 e 2006 Disentollment Date L Pe emo source of Enrollment Select Enrollment Source Last Phone Monitoring ow a Prior Care Agency Late of Last Flan of Care im iw 2010 2 Enter Phone Call Note Go to the participant s file gt Notes tab Click Add Note Steven South Status Reersollad 1 Click on lhe Notes tab File Notes Ad Note 2 Click Add Note Pigase adace about Mr Srah s ho satus State Admin 406 2010 General Availabe Open View Respond a E _ e ae The screen will refresh Fill in the Subject and Note fields as appropriate From the Type dropdown menu select Phone Monitoring Check the boxes next to the user roles that should receive notifications about this phone monitoring Next scroll down and click Save Note CONSUMER DIRECTION MODULE MASTER USER MANUAL Financial Service Advisor Medical Provider Participant Representative Legal Guardian Cleveland Amory Status Active Print File Forms enter a i Sub
9. J CONSUMER DIRECTION MODULE MASTER USER MANUAL Finding a Participant s File NOTE Finding a participant s file is crucial You will often have to find a participant s file in order to complete many of the tasks in the CDM e Advanced Search e Participant Quick Search e Master Participant Search Advanced Search To conduct an Advanced Search go to File Each field is searchable so you do not need to fill out each field Also you do not have to fill in an entire filed for example you can enter S in the Last Name field to return all participants with a last name beginning with S Once you have entered the information you want to search by click Search To clear all the fields you have entered click Reset P a 4 gt Consumer Direction Module CDM o MAMA AT Change Q Help Logout National Resource Center for Participant Directed Services CONSUMER DIRECTION MOLULE Password AA A E RR Create File File Search 1 Click on File Ele Search 2 Enter the First and Last Name of the participant that you want to locate Last Name mah SSN E Do First Name even Medicaid Do D O B mm po Primary Language Pn Secondary Language PO File Status Lt Spending Plan Status LH PMSA Adin Ta Service Type E Support Broker Agency Lo Support Broker se Froninuee ast Mame Froninuee First Mame 3 Click Search Cash and Counseling Application Version Click here with bugs or feedbac
10. John Comments 1 Edt view You will see a table summarizing every spending plan ever drafted for this participant Click View The Spending Plan Details table will expand At the top of the table is the budget and spending plan summary information Within the table each spending plan category is displayed along with the category subtotal and a Details button Click the Details button to view each line item within any spending plan category spending plan and budget summary information E Do Direct Hire Services Do E Emergency Back Up Plan for Personal Care EE Savings for Purchases Fl NENE of Financial Management Services Monthly Fee Support Broker Monthly Fee Click to view category details Category subtotals Balance in plan To print click the Print link at the bottom of the page A new window will open that is more print friendly Click Expand for all the categories you want to display in the printed version Then print your browser window This is usually done by going into the File menu and clicking Print or you can press Ctrl P icati i i i Copyright 2009 All Rights Rese Created by NRCPDS Application version Licensing Info CONSUMER DIRECTION MODULE MASTER USER MANUAL Creating or Editing a Spending Plan If you will have internet access while you are creating the spending plan then follow the instructions for the online spending plan If you will not have internet access such a
11. Processing Carlson Catherine 5487956848 lev File Data Load Tool Carlton Steve 445234 Wiew File Details Carson Cathy 2354833679 Mis Details Carter Nancy lew File Details Cash and Counseling Application Version Carson Cathy 2354833679 View File Details Carter Nancy View File Details Carver Arlene 837201 ea Details Cascio Marie 342118 View File Details Charles Otto 3545288765 View File Details Churchman Peter 4325689 View File Details CONSUMER DIRECTION MODULE MASTER USER MANUAL Changing a Participant s File Status e cid Personal Program Financial FMSA Admin Support Broker Medical Provider Legal Guardian Employee Notes Documents Steven Smith Status Pe enrolled Print File e 2 Emergency Contact Phone E Local Case Mumber fr Medicaid Number 123445 Date of Birth we l e 2010 Gender Male fal Language Spoken Primary Language Spoken Secondary Social Security Number 324 54 7777 Local Program Select Local Program m Race Caucasian m Stalis He enrolled Le 1 Use the drop down menu Select Status Inactive Active Closed Re enrolled Mew Enrolled Special Case 2 Click Save File Cash and Counseling Application Version Click here with bugs or feedback to change participant s status Er A Go to the participants file Scroll down to the bottom of
12. Race Caucasian Status al EO io View Status History 1 Click View Status History Go to the participant s file Click View Status History Your web browser will navigate to the page below File Status History for Smith Steven 017 0170001 01 01 0001 Save Cancel If your user role has the correct permissions you can also edit the participant s File Status from here by clicking on Edit If you opt to change the participant s file status from here your browser will navigate to the page below If you do not need to edit the participant s file click Close To change the participant s file status click on the drop down menu When you are finished click Close CONSUMER DIRECTION MODULE MASTER USER MANUAL Creating a New Note in a Participant s File From the participant s file go to the Notes section and click Add Note Your Web browser will navigate to the page shown below Consumer Direction Module CDM amp histona Resource Center for Paricpani Drecied Services A Change Partswotd a el E Steven Smith Status None Selected Subject Support Broker question regarding Mr Smith Note Ji would like to know y and z about Mr Smith s records in your files Elsase advlse Thank Wolk Fred Jones Indicate Type of message Enter the appropriate information into the Subject and Note elds Check rour recipient s box scroll to the bottom of the page and click Save Note Check he
13. Spending Submit Spending Get Spending View Espenditure Submit Espenditure ss Plans Flan Flan Reports Reports Reports Download Expenditure Reports Approved Spending Plans 8 1 2009 231 2010 w A download dialog box will appear Name the file and choose where to save it It is a good idea to have a standard naming format and a folder where you save expenditure reports Filling out the Expenditure Report Spreadsheet Now that you have downloaded the expenditure report spreadsheet it is time to open it and to fill it out As you are working remember to save the file often s CONSUMER DIRECTION MODULE MASTER USER MANUAL At the top of the expenditure report you will find the contact information of the participant and his or her fiscal management services provider the support broker name and the budget and spending plan dates and amounts This information is for your reference only and cannot be edited DOH Region V FEAName Consumer Services Inc FEA Address 811 Middletown Rd Downingtown PA 19532 FEA Phone Participant Name Thomas Able Participant Address 432 N Panther St Budget Amount 1 200 00 Philadelphia Massachuse 19123 Budget Effective Date 0 1 2009 Budget End Date 7 31 2010 Medicaid Number 543211009 Participant File Status Active Spending Plan Start Date 0 1 2009 spending Plan End Date 2131 2010 Support Broker Name Bernard Boland Days in Spending Plan
14. nem ny iaa oe 28 Poo ounce spero a Crm Serene err Cent rene gd EAREN 29 Uploading Submitting the Spending Plan aaa Ra 30 Approving or Denying a Spending Do ii i aia 32 Recorte ETE E A AoE ATE ELE A N EEA aa E A rado isaac 34 Individual Expenditure Reporte Online sh al aq omiso inar neiii EE fd a cui 34 Individual Esxpenditute Repor spread secta evisos Detonado ida 35 Dowaload motes preads dect ion ad idas O EE ad din 35 Filing out the Expenditure Reports eras E ac rede rd rg uid 35 Uploading the Expenditure Report Spreadsheet o garras do Ga Ai DR id d 37 po a atest ee sa couse mse tases dd ddr o ad efa duda 37 Downloading the Batch endless poco ad O q did od dd 37 Ebro Gui bark Senna O ops ont pd Sere are Terre Naaa 37 Uploadne ibe Dareh Eapendiaro DIO gps sn r 38 MiS Dare pan cdi DORES AAA q pol 40 Jo moral CAINE MEO IA na eb ua 41 Assessment Modale ao ao AA o o o UE E O ster RREO ERR 43 Sin AP Anata Dea nanteiniaasimioiadfininia soeasamdantosvneas soanaage E A 43 Nievas and Puntas da ASSESS AEE aoni RR RE Rn RR rere teretr rrr er 45 CONSUMER DIRECTION MODULE MASTER USER MANUAL Monitoring and Oversight Tools a ga apse RR RR ERR RD RD RD PR RR RR RR A A 46 ee aee aate ca A a Re E E E Ra o RR E E 47 OT A E T A 48 Nana Moa RO trepa 49 Tern Colour a Smale ov bole o o MONO Emre Torr ie iii a na 50 0 00 eo RO puse ata 51 Choose lao ber e A Po PRO O E O E E E E 51 ooo ec 1 Cl ale oH 0 10 T unn ey eee Te eee eer eT ner Se err
15. plan Participant File gt Financial gt Get Spending Plan and check the box labeled Let me enter budget on spreadsheet before clicking Download Available spending Plans Blank w Ise Budget None Let Me Enter Budget on Spreadsheet Effective Date Range New Date Range Effective Dates e 200 to r ie 2010 When you open the spending plan spreadsheet you will be able to edit the budget information at the top right that is normally not editable Follow the directions for completing the spending plan and be sure to enter the appropriate information into the budget cells before uploading the spending plan Budget Amount 50 00 T Budget Effective Date 11 2012 Budget End Date 1 1 2013 Spending Plan Start Date Spending Plan End Date Days in Spending Plan 357 Spending Plan Version CONSUMER DIRECTION MODULE MASTER USER MANUAL Viewing and Printing a Spending Plan Go to the participant s file gt Financial tab gt View Spending Plans sub tab Personal Program Financial FSA Service Advisor Medical Provider Participant Representative Legal Guardian arre View Spending Submit Spending l Get Spending y View Monthly Submit Monthly Get Monthly a agge Plans Flan Flan Statement Statement Statement AAA A A _ _ _ _ __ 2 AAA AAA AAA A AAA AAA AAA A A A AAA A List of Spending Plans for Armstrong David E E ospoajzoro 08 03 2010 08 03 2011 Approved Anderson
16. three steps to creating a spending plan using the spreadsheet You will download and save the spending plan spreadsheet enter the information into the spending plan then upload the spending plan into the CDM Downloading the Spreadsheet Go to the participant s file gt Financial tab gt Get Spending Plan sub tab 28 _ CONSUMER DIRECTION MODULE MASTER USER MANUAL o A Personal Program Financial i DE icip E o E Notes Documenta Budget History Affirmations View Spending Submit Spending view Monthly Submit Monthly Get Monthly Planz Plan Statement Statement Statement From the Available Spending Plans dropdown menu choose which spending plan you want to open If you want to start from scratch select Blank If you want to copy a previously submitted spending plan choose that spending plan from the dropdown menu Available Spending Plans Blank h From the Use Budget dropdown menu select the approved budget from which you want to create a spending plan Use Budget 1 200 00 Monthly 41207 0 6 20 2011 me If you are copying a previously submitted spending plan you can choose to either enter a new date range or to use the date range of the spending plan that you ate copying Make this selection in the Effective Date Range dropdown menu Ettectrue Date Range New Late Range Designate the beginning and end dates of the spending plan Remember that the spending plan effective dates must fall
17. within the dates of the budget that you chose from the Use Budget dropdown menu Effective Dates se L zmo to e L me 2010 Finally click Download A download dialog box will appear Name the file and choose where to save it It is a good idea to have a standard naming format and a folder where you save spending plans NOTE If you copied an existing spending plan and chose to use the same effective dates you will receive a user message telling you that another version of the spending plan exists so this plan will have a different version number if you submit it Click Confirm to continue Filling out the Spending Plan Now that you have downloaded the spending plan spreadsheet it is time to open it and to fill it out As you are working remember to save the file often At the top of the spending plan you will find the contact information of the participant and his or her fiscal management services provider the support broker name and the budget and spending plan dates and amounts This information is for your reference only and usually cannot be edited In some programs you will be able to edit the budget and spending plan summary information 0 s J CONSUMER DIRECTION MODULE MASTER USER MANUAL E E G DOH Region Il FEA Name ACME Services LLC FEA Address 4400 N Broad St Philadelphia PA 19104 FEA Phone 111 222 4444 Participant Name Aaron Abner Participant Address 123 N Beech St Budget
18. 2 Create Online Edit Online CONSUMER DIRECTION MODULE MASTER USER MANUAL Approving or Denying a Spending Plan After a spending plan is submitted the person or people responsible for approving them will receive a notification It is also a good idea for that user role to have the Pending Spending Plans table on their homepage spending Plan Submitted for Approval Andrews Ashley 06142070 Go to the participant s file then click the Financial tab then the View Spending Plan sub tab Locate the spending plan with the status of Submitted and click View oBn4poo jogoryzo1a 08 31 2011 Submitted Anderson John Comments 1 Edi View The Spending Plan Details table will expand and display the spending plan categories and subtotals Click on the Details button in any category to view each line item in the spending plan Spending Plan Details Cunard Status Submited Stat Date 3 1 2008 Approved Date of Plar Je get Ellectve Date 2 1 2008 Total Budget Amount lor Period 2 000 00 Review all the spending plan details to ensure that it conforms to program policies If the spending plan is satisfactory enter an Approved Date of Plan at the top and click Approve This will trigger a notification telling the appropriate people usually the support broker FMS and the participant that the spending plan was approved and that the participant can begin paying for the items and services design
19. 365 Spending Plan Version 3 Below the summary information there is a table for each spending plan category These tables will include information imported from the spending plan This imported information is only for your reference so that you know what was approved in the spending plan It will not be saved as an expenditure line item when you upload unless you enter a Date of Payment Record each expenditure in the correct category table You must enter a Date of Payment for each expenditure line item or that line item will not be saved Only enter information into the unshaded cells in these tables Do not enter any information into the shaded cells The shaded cells automatically calculate so any changes made to these cells will not be saved and might generate an error message The last cell in each row shows the total cost of the recorded expenditure At the bottom right of each category table the subtotal for that category is displayed These values update automatically as you fill out the spreadsheet Services Hourly Date of Wage Actual Hours Actual Hourly Wage Service Type Description Payment Employee Taxes Paid Taxes Service Code Line item Total Cost Home Care Po 12235 Housekeeping subtotal AA A Pe Every expenditure must include a Date of Payment or it will not be saved to the COM Total Services Subtotal of expenditures in category The last table in the spreadsheet includes the su
20. 4 1 7 2010 Amount of Monthly Budget 3 15 39 PM e 4 8 2008 Appeal Tracking Report Enrollment Packet Business Requirements 11 07 04 WEW AM Assessments By Oue Date 17 2010 Tax Form Packet ei Phd View Assessments Past Due By 30 or More Days 1 2010 T Ra iew ASERRE Batch Monthly Statement Report 3 3 2000 mn Participant Representative Permission Form 2 Click View on the type of assessment that you want to examine i e by Due Date or Past Due Cash and Counseling Application Version Click here with bugs or feedback Locate the desired report and click View If the report requires more information such as a date range you will see a page like the one below Enter any information needed and click Run Repott PersonalChoice Report Parameter s Inquiry tor Demographic Characteristics of Participants 4 Click Run Report elect a Report Date fem O A GJ Main Report 4 The report will open in a new window From here you can browse or search the data in the report or print or export it see below f o PR CONSUMER DIRECTION MODULE MASTER USER MANUAL Exporting a Report Open any report From the Business Objects toolbar click on the export icon which looks like a disk Participants mrt in Ap well Select a Report Date May e 17 gt f2010 Click on the Export icon 1 1 G Main Report My 100 A cu A Demographic Characteristics of Cash amp Counseling Participa
21. KSI CORPO MATILE ES Personal Program FMSA Admin Support Broker Medical Provider Participant Rep Legal Guardian Employee Documents Status None Selected l Go to this tab Print File File Medical Provider Participant does not yet have a Medical Provider 2 If the participant does not have a Medical Provider or if you want to change providers click Add Medical Provider Cash and Counseling Application Version Click here with bugs or feedback To add a new medical provider or to edit a provider s personal information click Add Medical Provider 3 Enter providers contact information ii the appropiate felds and select Specialy Print Fits Soe f w P AA co i m Specety Genera W Medical License No Language Engish ES 103 Code Er COS Mi Wie not salid El Last Doctor View E Le ESE 4 Chrk Update Medical Provider Fill in the fields as appropriate and select the provider s Specialty When finished click Update Medical Provider CONSUMER DIRECTION MODULE MASTER USER MANUAL Editing or Deleting a Medical Provider Go to the participant s file gt Medical Provider tab Status None Selected File Medical Provider To update and or edit a provider s personal information click Edit To delete a provider click Delete When finished click Save File CONSUMER DIRECTION MODULE MASTER USER MANUAL Assigning a Participant Rep Go to the participants file gt Participant Rep tab
22. OTE If you want to edit a spending plan that has already been submitted then you must make a copy of the submitted spending plan make your changes then resubmit the new version CONSUMER DIRECTION MODULE MASTER USER MANUAL 2 Make Copy of Plan and select Budget and or Date Range Choose this option if you want to work from a copy of a spending plan that was previously submitted This is helpful if you want to submit a new version of a spending plan that has already been submitted or if the participant s next spending plan will be similar to their previous one Once you select this option new fields will appear The Budget dropdown menu lists all available approved budgets for this participant Choose the budget that covers the period for which you want to create a spending plan The Spending Plan Date Range is the period during which the spending plan if approved will be valid Enter the beginning and end date and be sure that the spending plan date range falls within the budget date range For example if the budget has a start date of July 1 2010 then the spending plan start date must be July 1 2010 or later 3 Create Blank Spending Plan Choose this option if you want to start fresh with a blank spending plan If you select this option you will be required to choose a budget and set the spending plan date range just like in Option 2 Spending Plan Selection Option 1 O Edit this Plan Valid for Drafted Status only
23. aded columns in that row Enter the expenditure details If the details were already imported from the spending plan double check them and edit them to reflect actual expenses 1f needed The last column of the spreadsheet contains the totals for each line item recorded These are the most important figures to check They do not update based on the other line item information you enter Once you have completed entering all expenditures save and close the spreadsheet Uploading the Batch Expenditure File After you complete and save the expenditure batch file return to the same page of the CDM from where you downloaded the batch expenditure file Under Upload monthly expenditures batch file click Browse Locate the file click Open then click Upload Download Spending Plans to batch file Date Range f f 2010 to aua iv 16 e ooo Upload monthly expenditures from batch file CiDocuments and Sel Browse CONSUMER DIRECTION MODULE MASTER USER MANUAL The CDM will check the spreadsheet data in several ways If it finds something that may be an error it will return an error message Most of these messages will include a line and column number Go back to the spreadsheet and view that cell to make sure that it contains the correct type of data e g a decimal instead of text Make the necessary changes save the file and then upload it into the CDM again Once you have fixed any data entry errors you will see a table
24. ant Rep Legal Guardian Hotes Documents View Spending Spending Get Spending View Expenditure Submit Expenditure Get Expenditure Fa R Plan Plans Plan Reports Reports History Aftimations Budget for Able Thomas Click here to enter a budget amount Application Version Click on the Add Budget button A new screen will appear Enter the required information and click Insert New spending plans for this participant can now be created using this budget Budget for Able Thomas Effective Date t L me 2010 Expiration Date mo Budget Amount Budget Period Daily CONSUMER DIRECTION MODULE MASTER USER MANUAL Creating a Participant Budget Via the Assessment Module After creating an assessment within the assessment module when you click Save the Calculated Budget Amount is automatically forwarded to the program administrator for approval Once the program administrator approves that assessment and budget then a spending plan can be created Refer to the assessment module instructions for more details Creating a Participant Budget Via the Spending Plan Prerequisite Administrators must check the box for the setting Spending Plan Download without Budget in order to use this method That setting is located in Admin gt Application Settings gt State Customization If the budget is developed at the same time as the spending plan simply follow the instructions for downloading a spending
25. ated in the plan The Current Status in the top left of the table will also display approved Af z2 J CONSUMER DIRECTION MODULE MASTER USER MANUAL If the spending plan is unsatisfactory choose an option from the Select Denial Reason dropdown menu and click Reject This will trigger a notification telling the appropriate people usually the support broker and participant that the spending plan needs modification CONSUMER DIRECTION MODULE MASTER USER MANUAL Recording Participant Expenditures There are three ways to record participant expenditures within the CDM You can submit expenditure reports by individual either via your browser or a spreadsheet or you can enter more than one participant s expenditures into the batch expenditure spreadsheet Individual Expenditure Report Online Entry To record expenditures for one person directly through your browser go to the participant s file then click the Financial tab then the Submit Expenditure Report sub tab Click the Edit Online button Personal Program Fm54 Admn Support Broker Medical Provider ICI Legal Guardian Burze View Spending Submit Spending Get Spending View Expenditure Cs udge Planz Plan Plan Reports Reports Submit Expenditure Reports Option 1 Upload File Upload File Option Standard Upload T Upload Expenditure Reports CEmorme Option 2 Create Online A new window will open From the Select Spending Plan dropdown menu cho
26. btotals of expenditures recorded for each category and the total expenditures recorded in this report 4 Summary Services 2090 0 6 Amount paid for Emergency Backup Plan 50 0 Participant Delegated Goods and Services 124 0 Regular Purchases of ltems Goods 35 0 Savings for Purchases 250 0 Financial Management Services Fee 50 0 Support Broker Fee 75 0 2 Worker s Compensation 70 0 Total Paid this Period 1294 0 CONSUMER DIRECTION MODULE MASTER USER MANUAL Once you have completed entering all expenditures save and close the spreadsheet Uploading the Expenditure Report Spreadsheet NOTE Never include an expenditure payment record in more than expenditure report spreadsheet upload It is always best to start a new report by downloading a new blank expenditure report spreadsheet from a participant s file You are able to upload more than one spreadsheet for any date range if some expenditures are entered later than others or if the spreadsheet does not have enough lines After you complete and save the expenditure report return to the CDM and go to the participant s file gt Financial tab gt Submit Expenditure Report sub tab The top half of the page is labeled Option 1 Upload File In this section click Browse A dialog box will open Locate the spreadsheet file you saved and click Open Click Submit Batch Expenditure Upload The batch expenditure upload enables you to record expenditures for many partici
27. displaying all the information that the CDM took from the spreadsheet Double check this information Be sure that all the expenditures you want to enter are there and that there are none you did not mean to enter Especially make sure the last column displays the correct total amount If the data in the table are correct click Commit Changes Otherwise click Upload New File to make changes to the spreadsheet and upload it again Batch File Successfully Uploaded Please review the items and select Commit to save to database or select Cancel to remove your changes Participant Medicaid Expenditure Stark End Date of Service Employee Estim Actual Actual Service Back up Emplc it Type Date Date Service Type Description Provider H Pad Wage 11422006 5716 2011 7 30 2010 121 Daniel Felino 771654 14 Services 12 00 00 12 00 00 120000 Cleaning 1 11 1 25 11 12 AM AM AM 2442006 8162017 302010 122 Daniel Felino 777654 15 Services 12 00 00 12 00 00 1200 00 Cooking E 15 54 10 15 3 AM AM AM gt lt till Commit Changes Cancel Changes Upload Mew File CONSUMER DIRECTION MODULE MASTER USER MANUAL Viewing Participant Expenditures Go to the participants file gt Financial tab gt View Expenditure Reports sub tab All of the participant s previously approved spending plans are listed in the Available Spending Plans dropdown menu From this menu choose the spending plan that you want to compar
28. e expenditures against Set the Date Range fields to the range that contains the expenditures you want to view If you want to view all expenditures that were recorded under the spending plan you chose ignore the date range fields and just check the box below Click Go In the image below the search will return expenditures that had a date of payment in June of 2010 and that were approved under the spending plan that ends on 07 31 2010 Personal Program Financial FSA Admin Support Broker Medical Provider Participant Rep Le View Spending Submit Spending Get Spending View Expenditure E Plans Plan Plan Reports Budget View Expenditure Reports for Able Thomas Compare to spending plan Available Spendina 8 1 2004 7 31 2010 r Date Range Jun 4 Lv fomo to 30 se 2010 Set date range lt Dor check here to show all activity against the spending plan A table will display with each spending plan category The total spending during the selected period for each category is displayed on the right side of the table Click Details to view each expenditure recorded for any category View Expenditure Reports for Able Thomas Total expenditures recorded during selected date range Available Spending Plans 8 1 2009 ten ho J 9 Budget Amount 1 200 00 Monthly Date Rangel l L iw 2010 to Lv Liv 2010 spending Plan Amount 41 199 79 Or check here to show all activity against the spending
29. ed Repor Template Add Criterion Date Created Effective _ Date 9 1 2003 Output Columns Date Range for Payments 1 2009 to 12 31 2009 Select Output Columns Now that you have chosen which participants will be included in the report click the Output Columns button to choose which information from those participants files will be displayed A popup window will appear with a list of columns that can be displayed You can select any of these columns one by one or you can choose Display All Columns Click Save The popup window will disappear CONSUMER DIRECTION MODULE MASTER USER MANUAL Select Columns to Display select which columns to Include In your results then click Save It nothing is selected then all columns will be displayed First Name Last Name Participant Id Medicaid Number Soh Emergency Contact Name Option 1 Select Emergency Contact Number individual columns Date Created Date Last Modified Local Case Number Date OF Birth Option 2 Select all columns d Display All Columns Seve Cancer Finally click Search The Search Results table will expand and display the report you have built Exporting the Report To analyze the data print the report or save and send the report click the Export button A download dialog box will appear Open or save the file The information is now available in an Excel spreadsheet Saving the Report as a Template If there is a report that you wi
30. es Be sure to click Save often When you are done click Save a final time and close the window Click the plus sign to expand a category Sen Estim Hourly uy Actual Hourly vy aa Date of Payment Employee id Actual Hours Paid fe ae gee Type Description Taxes Taxes 18 Home Care 9 30 2009 SarahAble al 12 18 20 00 13 50 Suse Service Cole Total Cost P F 18 Home Care 12 14 Add Row lene ee Pee ee Select a Blank or an item from the spending A ona are plan and click Add Participant Delegated Goods and Services Total Category subtotals Total Regular Purchases of ltems Goods Savings for Purchases Total 21 00 Save often and Total Payments this Period 291 00 right before exiting Total Budgeted Amount 14397 48 Individual Expenditure Report Spreadsheet Entry There are three steps to recording expenditures using the spreadsheet You will download and save the expenditure report spreadsheet enter the information into the expenditure report then upload the spreadsheet into the CDM Downloading the Spreadsheet Go to the participant s file gt Financial tab gt Get Expenditure Reports sub tab From the Approved Spending Plans dropdown menu choose the spending plan that covers the dates for which you will be recording expenditures Click Download Personal Financial FSA Admin Support Broker Medical Provider ticipant F Legal Guardian Motes Eudaet View
31. ga tne eta lecitina TEE E E 9 Vienne Note a Pague Dans ail a E E E a dio 10 eee ae aa Note ma A En E O ppt esa a TA A reer ere Merny tren nnen trem rrire tre trv nnn tery 11 bato A a TOD O A E AO 12 soni a AIN E E A O A RR RO ee ee 13 a Medical Pro debito een reer 14 Edita or Decano a Medical rodar ATETA ATA TT 15 aa e ca ha EDET E A A a ore roe 16 Asno Coal Ge a a PAE a A Y Pomorca aO VI EERE E A E E E E A 18 LU paate Last ir eron onto ne Dais i E ca errs ee 18 As o Ie 18 Documents alone Cala pits 20 t Update Last Phone Montoto Dto iaa oia 20 CONSUMER DIRECTION MODULE MASTER USER MANUAL EI ares a color a 6a A IN ects eats ne ec DSR OND DEN NR SRP NR 20 E catia a ci an CS DO gc wes atop een neg ona 22 Working with Participants Non Financial Information OS A E DAS scanner 23 Crsitinea Participante Dudect Entera Dollar Zan OU saroye ugt enaa seia 23 Creating a Participant Badget Via the Assessment Module vsussinmnandnaaorabna ricas ias 24 Creanga Participant Badeet Via the Spendino Placas EEn a 24 Vienne And Prinoe a Spending AAA o Sd ip 25 Greatint or Editino a spendin Lo O OPEN PR E PO no ad 26 Caine pena no Ai A EEEE A T a V AAEE N sitceete stoi 26 E Cote Phon Da dO a SS qn 26 2 NakeCopyor blas and select B dgetand ot Date Range a atoa 27 de Ce bao Cds RD CRU TR 27 asta edie hela 0 6 e710 dL cl pad sois atrasos ara O 28 Pownloadine the Spreads leicl eer em oem ere me C Dron ayer er mre re mtr E ran trrrT
32. ge the title old and new values will be in bold Person that made change and when change was made Scroll to see more Changed fields are in bold Information Summary of Changes Made Column Value Details 2 ss Field ID Changed By Column16 DldValue16 NewYaluel6 o Foumnl A ee JAnderson 08717 2010 SST TEI 27 2010 12 00AM Aug 17 2010 1 42PM LastPhoneMoritoringD ate stateadmin 06 03 2010 Last4ssessmentD ate Jul 27 2010 12 004M Jul 27 2010 12 004M LastPhoneM onitoringD ate stateadmin 08 03 2010 E 27 2010 12 09PM Jul 27 2010 12 004M LastPhon MonitoringD ate suzanh 08032010 LastAssesementD ate Feb 13 2007 12 004M Feb 13 2007 14 00AM LastPhon h onitoringD ate susanb 06 03 2010 LastssessmentD ate Feb 13 2007 12 004M Feb 13 2007 12 004M LastPhoneMonitoringD ate Click Export at the top right to export the date to an Excel spreadsheet for printing analysis saving and sharing NRCPDS Boston College 314 Hammond Street Chestnut Hill MA 02467 617 552 6727 Fax 617 552 1975 www participantdirection org The National Resource Center for Participant Directed Services provides research based technical assistance on all aspects of designing implementing managing and evaluating participant directed programs J
33. gt Assessments tab A table will display any previous assessments created for this participant Locate the assessment you want to view then click on that assessment s date Personal Program Financial FMSA Service Advisor Medical Provider Terrance Alewife Assessments Assessment Date Completed By Date Modified 18737201 0 12 00 00 AM JAnderson 6 3 2010 1 16 09 Ph Click to view assessment Mew Assessment The window will display the assessment To view the details of any of the recorded ADLs or IADLs click the plus sion in the first column of those tables Category ADLS Click to view ADLAADL details Activity Activity Budget Bowel 0 00 Days per Week Comments Due to his old shoulder injury Me Amory needs help putting on and taking off his shirts Eating Groornng Mobilit To print the assessment click View Printable Copy at the bottom of the page The page will refresh with a print friendly version of the assessment Scroll to the bottom and click Print The print dialog box for your browser will open Pe lush Legal Guardian Employee Notes Documents EEE CONSUMER DIRECTION MODULE MASTER USER MANUAL Viewing a Report Go to the Forms Reports area a n Consumer Direction Module CDM Change Q Help Logout National Resource Center for Participant Directed Services ODEM DIRECTION MODULE Pas word 1 Click Forms Reports of2 2006 12 00 00 AM 7 25 2006 11 20 2
34. icipant Type Start Date Description Employee Wage Taxes Paid Wage Taxes Service Code Daniel Felino 7 14 2006 8 16 2011 AA A 2 PR A A Daniel Felino 7 14 2006 8 16 2011 i i 27515 54 i Daniel Felino Emergency Back l 7 14 2006 8 16 2011 DOOU UC CON GUS OUSOU UU ses Cass soon ass sos aads IN IN A N Dolores Deerfield 9 1 2006 8 16 2011 1511 10 Dolores Deerfield 9 1 2006 8 16 2011 Dolores Deerfield 9 1 2006 8 16 2011 Dolores Deerfield 9 1 2006 8 16 2011 Dolores Deerfield Participant Delega 9 1 2006 8 16 2011 Dolores Deerfield Emergency Back l 9 1 2006 8 16 2011 i l Dolores Deerfield Regular Purchases 9 1 2006 8 16 2011 Columns for expenditures in Services Category Dolores Deerfield Savings for Purcha 9 1 2006 8 16 2011 For other categories scroll right Line item totals 4 Dolores Deerfield Financial Manager 9 1 2006 8 16 2011 displayed in last Dolores Deerfield Support Broker Fe 9 1 2006 8 16 2011 column gt Dolores Deerfield e 9 1 2006 8 16 2011 Each spending plan category has its own range of columns in the batch expenditure file You may need to scroll to the right to find the unshaded cells within the columns for the line item category of the expenditure you are recording Do not enter information into shaded cells as this will not be saved to the CDM and may generate an error For each expenditure locate the correct participant and line item Enter a Date of Payment and scroll to the right until you come to the unsh
35. iple pages you can navigate to a different page by clicking on one of the arrows in the Business Objects toolbar Or in the text box to the right of the page numbers you can enter a page number and then click on the icon to the right of this text box to go directly to that page tor Master Participant List Report Parameter s Inqui Or enter a page number in this bos then click the icon on the nght service Advisor Agency Service Advisor Participant Name Social Security 2 Wedicald FMISA CONSUMER DIRECTION MODULE MASTER USER MANUAL Searching within a Report Open any report From the Business Objects toolbar find the binoculars icon The text box to the left of this icon is the search box Enter a term that you want to find such as a participants name then click on the binoculars icon If the search term you entered is somewhere in the report the page where it is located will display with the search term highlighted If the search term is not anywhere in the report then the search box will say End of Search Main Report CONSUMER DIRECTION MODULE MASTER USER MANUAL Ad Hoc Reporting Click Ad Hoc Reporting in the Quick Links section of your homepage if the link is not there then you do not have the level of permission needed to access this tool The ad hoc reporting search criteria table displays Choose Search Criteria The first step is to determine which participants will be incl
36. ject subject and Subject the text of the note Phone Monitoring ml TER set Type to Phone Monitoring send Notilications To Participant IFMSA Agent LIFMS A Ll Service Advisor Cl Advisement Agency State Office Participant Representative Ll Guest LI State Admin Legal Guardian 1 Save Mata Canral CONSUMER DIRECTION MODULE MASTER USER MANUAL Printing a Participant s File S p There are three ways to print a participant s file The first step in all of these methods is to go to the participant s file Personal Financial FMSS Service Advisor Medical Provider Participant Representative Legal Guardian Documents Assessments Toma Aghone Status Active Print File File Personal Participant ID 30425 Last Name Aglione First Marne Tonia Address 1 53 Simnonsiille Address 2 City Johnston Zip Code 2919 Hair Color Copyright 2009 All Rights Reserved Rhode lsland Department of Human Application version Since Created by MRCPDS The first way is to click on Print File located just below the Employee tab The second way is to download the Participant Form To do this click on the Forms link This will bring you the Participant Form page In the Get Participant Form box enter the participant s last name then click Get Form This will enable you to download a spreadsheet with most of the participant s information NOTE The Print File and Fo
37. k Participant Quick Search Use this box to find a participant s file quickly Go to the homepage Begin typing all or part of a participant s last name and it will display all names that match your criteria For example if you enter sm then all participants with a last name beginning with sm will display Scroll down to the correct name and hit View File Your browser will navigate to the page shown below J CONSUMER DIRECTION MODULE MASTER USER MANUAL Consumer Direction Module Hational Resource Center for Participant Directed Services CDM amp 3 CONSUMER PSO MOLILLE Password Notifications Modify Support Broker Agencies Modify FRSA Admin Agents Modify FRSA Admin Agencies Advanced Search Broadcast Message Reports Pending Spending Plans l Enter the last name of the participant you want to locate Expenditure Batch Processing Data Load Tool 2 Click View File Master Participant List Reports Cash and Counseling Application Version Click here with bugs or feedback Locate the participant you are searching for and click View File po AECE EEE o O File Search Results Files returned 9 smith smith smith Smith smith smith Smith smith Adam Angela Calvin Deb Freddy Joseph Lucy stan OSO fade 123 45 6554 162 968 6532 41 7 55 6470 123 66 1032 festes 14 44 5006 555 434 2343 0093900 021345 4563097645 5000001259 132000 32314 23459
38. ll run more than once you may want to save it as a template Once you have created and run the report click the Save Selections into a Report Template When prompted enter a descriptive name for the report and click Save Report The CDM will now remember the search criteria search options and output columns for this report Next time you want to run this report go to the Search Options pull down menu locate your report and click Go Review all the report settings and make any necessary changes and click Search to run the report s CONSUMER DIRECTION MODULE MASTER USER MANUAL Viewing Database Records Audit Log This tool enables administrators to view any changes that have been made to the CDM database From the Quick Links table on your homepage click Ad Hoc Reporting gt Audit Log tab From the Table Name dropdown menu choose the database table you want to view Set the Date Range and click Search Ad Hoc Report A SE ESSE SZCSSSSSSSS Set date range Audit Search Select database table to view Sate Range ereoto t erazoro Search Epon A table will display below with every record that was changed during the date range you chose The Changed By column gives the user ID of the person that changed the value The Date shows when the change was made Every column includes the title of the database field the old value and the new value If a field was changed during the date ran
39. nt remaining which is calculated by subtracting the spending plan total cost from the approved budget amount Make sure that the Amount Remaining is a positive number or else the spending plan total cost exceeds the approved budget amount and the spending plan will be denied summary of Spending Plan Wawer Services Participant Delegated Goods and Services Regular Purchases of tem Good Savings for Purchases Support Broker Fee 0 00 Total Cost 4735 08 Amount Remaining 51485 08 Once you have completed all of the spending plan categories save and close the spreadsheet Uploading Submitting the Spending Plan After you complete and saved the spending plan return to the CDM and go to the participant s file gt Financial tab gt Submit Spending Plan sub tab The top half of the page will be labeled Option 1 Upload File In this section ff v J CONSUMER DIRECTION MODULE MASTER USER MANUAL click Browse A dialog box will open Locate the spreadsheet file you saved and click Open In the Comments box add any comments if you have them Finally click Submit The program administrator will now be notified that the spending plan needs to be reviewed id a Personal Program Financial FMSA FMSA Admin es View Spending Submit Spending Get Spending View Monthly Huge Plans Plan Plan Statement Spending Plans for Amory Cleveland Option 1 Upload File Upload Spending Flan Comments Option
40. nts Cumulative through 5 17 2010 Age Group of Participant in years Children Less than 3 3 to Less than 5 5 to Less than 12 A new window opens with export options From the dropdown menu choose the format into which you want to export Your options include crystal reports rpt PDF Word doc MS Excel xls or rich text rtf Select the page range you want to export and then click OK The report will then be exported into the format you selected NOTE You can get a free Crystal Report viewer from the SAP via the following link http www businessobjects com forms crvstalreports viewer CONSUMER DIRECTION MODULE MASTER USER MANUAL Printing a Report Open any report From the Business Objects toolbar click on the print icon Participants Select a Report Date May e 17 gt 2010 Click on the Print Icon t Main Report RR Hi 100 BusiivessOblects Demographic Characteristics of Cash amp Counseling Participants Cumulative through 5 17 2010 Less than 3 3 to Less than 5 5 to Less than 12 A new window will open with print options Choose the page range that you want to print and click OK A PDF file will open In the top left corner of the window with the PDF open click the print icon The standard print dialog box will open Adjust settings as needed and click OK CONSUMER DIRECTION MODULE MASTER USER MANUAL Navigating within a Report In reports with mult
41. onal characteristics and the level and frequency of assistance needed with any activity of daily living ADL and instrumental activity of daily living ILADI The program administrator can configure the formulas that determine the effect that each piece of assessment information will have on the budget The assessment instructions are applicable only in programs that use the assessment module Creating a New Assessment Go to the participant s file gt Assessments tab A table will display any previous assessments created for this participant Click New Assessment at the bottom of the page Participant Personal Program Financial FMSA Service Advisor Medical Provider Dee a Legal Guardian Employee Notes Documents EE Terrance Alewife Assessments Assessment Date Completed By Date Modified 8 3 2010 12 00 00 AM JAnderson 8 3 2010 1 16 09 Phi New Assessment A new assessment will appear Enter the date If the participant has no previous assessment then all the fields will be blank If the participant has a previous assessment then the information from the most recent assessment will be copied into this new one It is vital that you double check every detail of the assessment to make sure that old information is either still valid or has been updated Fill out the assessment according to your program s policies and procedures Check the box next to each functional characteristic of the participant Then ente
42. ose the spending plan that covers the dates of the expenditures you are recording There is no need to change the date range Click Show Payments Consumer Direction Module CDM amp 2 National Resource Center for Participant Directed Services re AA Change Password Help Q Logout Expenditure Report for Able Thomas Select Spending Plan spending Plan 0801 2009 07312070 Date Range 87172009 to 2512010 i show Payments A table will expand showing each spending plan category and the total amount of payments if any that have been entered in this date range Click on any of the blue plus signs to view each line item that has been recorded in that category in the time period you chose above To record a new expenditure expand the correct category At the bottom of the category click on the Add Row dropdown menu This menu contains the items that were approved in that category in the participant s spending plan Choose the item that corresponds to the expenditure you are recording Click Add A new row will be created and will import the spending plan data for the item that you chose from the Add Row dropdown menu Or if you chose lt Blank gt from that menu the row will not have any data In the new row enter the needed information or edit the information that was imported from the spending plan if necessaty 34 CONSUMER DIRECTION MODULE MASTER USER MANUAL Repeat these steps with all of the expenditur
43. pants using a single spreadsheet This process involves three steps downloading the spreadsheet filling it out and uploading it Downloading the Batch Expenditure File From the Quick Links section of your homepage click on the Expenditure Batch Processing link A new page will load The top half of this page is the area from which you will download the blank expenditure file First choose the date range that encompasses the expenditures you will be recording Click Download Download Spending Plans to batch file Date Range Jul 2 2010 to Au we 4 16 iv 2010 Upload monthly expenditures from batch file A download dialog box will open Name the file and choose where to save it It is a good idea to have a standard naming format and a folder where you save expenditure reports Filling out the Batch Expenditure File Now that you have downloaded the batch expenditure spreadsheet it is time to open it and to fill it out As you are working remember to save the file often f y J CONSUMER DIRECTION MODULE MASTER USER MANUAL The file you see now displays every line item from every approved spending plan that is or was active during the date range you designated during the download process The numbers from the spending plan are imported into this spreadsheet but no line item will be saved into the CDM unless you enter a Date of Payment Expenditure Ez es Estim Hourly Actual Hours Actual Hourly Part
44. plan Total Spending 3 065 40 ses O OE Details Services 5 872 40 A Fa a Savings for Purchases 2 196 00 M4 Total spending by category during selected date range Click to view line items in each category CONSUMER DIRECTION MODULE MASTER USER MANUAL Editing Participant Expenditures Got to the participant s file gt Financial tab gt Submit Expenditure Report sub tab Click the Edit Online button Fra EE nort JE Mew Spending Submit Spending Get Spending Plans Plan Plan Reports Submit Expenditure Reports Option 1 Upload File Upload File Option Standard Upload T Upload Expenditure Reports CEmonme Option 2 Create Online A new window will open From the Select Spending Plan dropdown menu choose the spending plan that covers the dates of the expenditures you want to edit If you want to view only expenditures from a particular date range within the spending plan date range then you can change the Date Range start or end dates Click Show Payments Consumer Direction Module CDM 3 CONSUMES CORPO MINIT Change Password Help Qoa Mational Resource Center for Participant Directed Services Expenditure Report for Able Thomas Select Spending Plan spending Plan 08 01 2009 0731 2070 wa Date Range 0 2009 to 7512010 show Payments A table will expand showing each spending plan category and the total amount of payments 1f an
45. r ere 51 a O ao tia Oo Leb oc yo AAA Po E ee re ere 52 P E R O a PP E E EEEE O RO sett 53 E ER oa a e a aa a E E EE A T E A 53 FE se Records a OO reia n E dad 54 CONSUMER DIRECTION MODULE MASTER USER MANUAL Introduction This manual walks you through most of the tasks that can be completed by a CDM user It is recommended that you first read and understand CDM Basics Introductory Manual for Staff and Administrators before you continue with this manual The CDM Basics manual introduces you to the navigation and tools of the CDM The instructions for the tasks may be slightly different in your program depending on any customizations made by your program administrator You are free to change this manual to better reflect those customizations and to share your changes with your colleagues please see the Terms of Use below Terms of Use Modification and Redistribution CDM support and marketing materials created by the National Resource Center for Participant Directed Services are licensed under a Creative Commons Attribution Share Alike 3 0 United States License Permissions beyond the scope of this license can be requested by emailing cdm bc edu In plain language this means that you are free to use copy distribute and modify the support materials as long as the following three conditions are met 1 Any redistributed or modified materials retain this license Any redistributed or modified materials include a statement crediting
46. r the details for each ADL and IADL To do this click on the plus sign in the first column of the ADL and IADL tables Enter the details regarding each activity For each ADL or IADL the participant does not need help with set the Level of Assistance dropdown menu to Not Applicable CONSUMER DIRECTION MODULE MASTER USER MANUAL Category ADLS Click to show ADLUIADL details PI Activity Activity Budget Bowel 0 00 Days per Week Comments EJ E ating Grooming Fill out details for every ADLAADL If no assistance is needed set Level of Assistance to Not Applicable H E Mobility E Shower E Skin Care EJ Sponge Bath T Submit only when completely Transfers finished with assessment E Save often Save Submit View Printable Copy Be sure to click Save often as you work For security the CDM is set to automatically log you out if you are inactive for a certain amount of time Saving often will ensure that you don t lose your work if this happens When you have completed entering all the assessment details click Submit This will save your work lock the assessment so it cannot be edited and send a notification to the administrator to let them know that the assessment has been done and the budget is ready to be approved or denied CONSUMER DIRECTION MODULE MASTER USER MANUAL Monitoring and Oversight Tools Viewing and Printing an Assessment Go to the participant s file
47. re with bugs r feedback Fill in the Subject and Note fields just as you would with an e mail Using the drop down box indicate the Type of message Check the box in front of the recipient s that you want to Send Notifications To Finally don t forget to scroll down to the bottom of the page and click Save Note CONSUMER DIRECTION MODULE MASTER USER MANUAL Viewing a Note in a Participant s File Go to the participants file Next click on the Notes tab Find the correct note and click View Consumer Direction Module CDM Ei Mational Aescurge Center lor Particopant Deected Services Ue pets AL Password File Notes I Chek on View Ciba here with bugi of ld boa You will now see the text of the original note and any responses that have been made You can also respond to a note by clicking Respond or navigate back to the list by clicking Back to List CONSUMER DIRECTION MODULE MASTER USER MANUAL Responding to a Note in a Participant s File Go to the participants file Next click on the Notes tab Notes regarding the participant will be stored here Now click Respond L Please adace about Mr Smith s fle tatus Siste Admin 4n6j2010 Genera Type your response in the Response field Next check the user role that you want to Send Notification To Your web browser will navigate to the page below Steven Smath Sims Reorenclied Filo Respond to This Note Trpe rour response in the Response Geld
48. rm Use this page to download and upload Excel forms for Participant Information Get Participant Form Submit Participant Form Start typing the last name of a participant and select from the dropdown airomobi Do Browse Doo Download Blank Form NOTE If you will often be creating new participant files in the CDM using the Participant Form it is a good idea to keep a copy of this blank form file on your computer Add Information to the Participant Form Open the blank Participant File You will see a page that corresponds to the Personal section of the participant file in the CDM Enter all the information you can into this page If a field has a label that is bolded with an asterisk this means that it is a required field Also several of the fields will be dropdown menus so it is easy to enter the correct information quickly Once you have entered all of the personal information move on to the next worksheet by clicking on the Program Info tab at the bottom of the Excel spreadsheet The different worksheets in this file correspond roughly to the different tabs within the CDM participant file Go through all of these tabs and enter all the necessary information Save the file CONSUMER DIRECTION MODULE MASTER USER MANUAL ParticipantDocumentals Read Only Compatibility Mode Microsoft Excel Page Layout Formulas Data Review View Developer Add Ins Acrobat E General ZE Merge amp Center Conditional Format
49. rms links will always appear in the same location in the participant file whether you are in the FMSA Admin tab Support Broker tab or Medical Provider tab etc If you do not see the Forms link then you do not have permission to use this feature The third way is to click on Print at the bottom of the page This link is available from anywhere within the CDM Clicking on it will open a new window This window is a print friendly version of the CDM From this window you can print directly from your browser but you must print each tab within the participant file separately CONSUMER DIRECTION MODULE MASTER USER MANUAL Working with Participants Financial Information Creating a Participant Budget There are several ways to enter a budget for a participant depending on how the budget amount is calculated in your program e Ifthe budget amount is calculated before it is entered into the CDM go to Creating a Participant Budget Enter a Dollar Amount e If the budget amount is calculated using the CDM s assessment module go to Creating a Participant Budget Via the Assessment Module e Ifthe budget amount is calculated at the same time that a spending plan is created then go to Creating a Participant Budget Via the Spending Plan Creating a Participant Budget Enter a Dollar Amount Start from Participant s file gt Financial tab gt Budget sub tab E Ee ee SED FSA Admin Suppor Broker Medical Provider Particip
50. rvices Shaded fields auto calculate Regular Purchases of ltems Goo ds and cannot be edited Click these buttons to expand collapse Savings for Purchases spending plan categories E T category subtotals Support Broker Fee l spending Plan Total Budget Amount Summary totals If your spending plans include service or item codes and the administrator has enabled drop down menus to be used in those fields then the codes will auto complete Just start typing the code and the rest will Total 0 00 Total 0 00 Total 0 00 Total 0 00 E 2426 08 1200 00 While you are working be sure to click Save often This will save your work so if you are timed out by the CDM or are unable to do all the work on this spending plan at once you will not lose everything you have entered This will save the spending plan with a Drafted status When you want to edit it follow the directions for Option 1 Edit this Plan when you first open the online spending plan window The final step in creating an online spending plan is to click Save and Submit This will save the spending plan and notify the program administrator that it is ready to be approved Once you submit the spending plan you will be unable to edit it although you can copy it to create a new one Remember until you click Save and Submit the spending plan is not complete and will not be approved or denied Spending Plan Spreadsheet There are
51. s 1f you will be bringing a laptop into the participant s home then follow the instructions for the spending plan spreadsheet NOTE Information within a spending plan can only be edited by submitting a new plan with changes made in order to replace the old one However if you have administrative permission you can edit the start date end date or status of a spending plan T o do this go to the participant s file gt Financial tab gt View Spending Plans sub tab Make your changes then click Save Online Spending Plan Go to the participants file and then click on the Financial tab then the Submit Spending Plan tab On the bottom half of the page is Option 2 Create Online In that area click Edit Online SEE e rancial FSA Service Advisor Medical Provider Participant Representative Lec uds View Spending Submit Spending Get Spending View Monthly 5 os Plans Plan Flan Statement Spending Plans for Amory Cleveland Option 1 Upload File Upload Spending Fan Comments Option 2 Create Online Edit Online A new window will open with three options 1 Edit this Plan Valid for Drafted Status only Choose this option if you have already started a spending plan and saved it but did not submit it You must also select the spending plan that you started from the Select Spending Plan dropdown menu This option will only work if the spending plan you select shows drafted in parentheses N
52. s below Last Name First Name Address 1 Address 2 City Zip Code Telephone Number J Email Address County Select County Emergency Contact Name Emergency Contact Phone i Local Case Number fo Ff KE L em 1 vor al T Li 1 man 3 Click Save File Cash and Counseling Application Version From the Participant Form To enter a new participant into the CDM usine the Participant Form vou must download a blank form add the P P 8 E i g participant s information then upload the form and verify the information is correct before saving Download a Blank Participant Form To download a blank Participant Form go to the Participant Form page either through the QuickLinks section on yout homepage or from any section of a participant file except the Financial section If neither of these links is available you do not have permission to view the Participant Form and you must create the new participant file from the File section J CONSUMER DIRECTION MODULE MASTER USER MANUAL ud ar ATI A 7 n A Ad i Broadcast Message Reports Expenditure Batch Processing Data Load Tool Print File Participant Forms Ad Hoc Reporting Participant ID 29087 First Name Aaron Once you click on the link you will see the page below Click on the Download Blank Form link Save the blank Participant Form somewhere on your computer Participant Fo
53. sap Date of Enrollment May f 2006 Disenrollment Date L f 12010 source of Enrollment Select Enrollment Source w Last Phone Monitoring se j 2010 Prior Care Agency Date of Last Flan of Care BE i 2010 Date of Last Assessment aug i 2010 Last In Person Monitoring Date i 2010 Save File 2 Enter Visit Note Go to the participant s file gt Notes tab Click Add Note Status Re ersolliad 1 Click on lhe Notes tab File Notes ME ht do 9 Click Add Note Crake CREA about Mr Smith s State Admin 416 2010 General Available Open view Respond E ST SSS SSS o E E The screen will refresh Fillin the Subject and Note fields as appropriate From the Type dropdown menu select Monitoring Visit Check the boxes next to the user roles that should receive notifications about this phone monitoring Next scroll down and click Save Note CONSUMER DIRECTION MODULE MASTER USER MANUAL Personal Pr Financial Service Advisor Medical Provider Cleveland Amory Status Active Print File Forms enter a Gubject Subject subject and the text of Note the note Type Send Notifications To Participant Set Type to Monitoring Visit LIEMSA Agent UFMA Cl Senice Advisor Ll Advisement Agency Cl State Office L Participant Representative Guest Cl State Admin Legal Guardian Save Save Mote Cancel CONSUMER
54. that satisfy all search criteria Choose Or if you want the report to display participants that meet any of the search criteria e Sort By This setting determines the order in which the report results are displayed e Effective Date Values for same search criteria may change over time One example is the support broker agency Since a participant could be served by different agencies at different times you need to tell the CDM which date to consider In the example shown in the image below the Effective Date is set to 08 01 2009 3 CONSUMER DIRECTION MODULE MASTER USER MANUAL so the report would show participants that were being served by Helping Hands LLC on that day The following search criteria are modified by the Effective Date O O O O O O DU O Spending Plan Amount File Status ID File Status EMSA Has Representative Has Legal Guardian Support Broker First Name Support Broker Last Name Support Broker Agency e Date Range for Payments If you are using Payments as a search criterion this range determines which payments are included in the search In the example in the image below the date range is set to 01 01 2009 12 31 2009 so the report would display participants that had more than 5 000 in expenditures recorded in the year 2009 Search Criteria Search Criteria click to hidefshoaw Options DicewolinenDate Less Than Jovani ____ Remave Load a Sav
55. the agency you selected will be displayed below the Agency pull down menu Next from the Support Broker pull down menu which now displays the names of all the support brokers working for the agency you selected Find the name of the support broker you want to assign to this participant and then click Go The support broker s contact information is now displayed below the Support Broker pull down menu Click Save File The support broker will now have access to appropriate parts of this participant s file and will receive alerts and notifications about this participant CONSUMER DIRECTION MODULE MASTER USER MANUAL Assigning an FMS Entity Go to the participant s file gt FMSA Admin tab Status None Selected File FMSA Admin E 3 Select FMSA Adrun From the FMSA Admin pull down menu select the FMSA administrator Once you have selected the administrator click Go The contact information for the administrator you selected will be displayed below the FMSA Admin pull down menu Click Save File The FMSA administrator will now have access to appropriate parts of this participant s file and will receive alerts and notifications about this participant CONSUMER DIRECTION MODULE MASTER USER MANUAL Assigning a Medical Provider Go to the participant s file gt Medical Provider tab Consumer Direction Module C DM S SAA OA 7 Change Password Help Q a National Resource Center for Participant Directed Services TI
56. the original development of these materials to the National Resource Center for Participant Directed Services 3 The Version and Attribution table see below must be updated to reflect your contribution to the materials Version and Attribution History General description of changes Primary author s Author contact information optional 05 2010 Original creation of manual Zak Arthur cdm Wbc edu Edited by Buddy Rutzke NRCPDS 08 2010 Updated with financial processes and new Buddy Rutzke NRCPDS cdm Wbc edu enhancements released 08 2010 as CDM v 1 0 Soutce code for that release is available at www cdm codeplex com CONSUMER DIRECTION MODULE MASTER USER MANUAL Working with Participants Non Financial Information Creating a New Participant File There are two ways to create a new participant file You can enter them online through the File section or you can fill out and upload a Participant Form From the File Section Go to the CDM Homepage and click on the File icon Next click the Create File tab which is below the File icon Now enter the new participant s personal information into the appropriate fields in all of the tabs Personal Program etc When finished click Save File o 4 eau Personal Program FMSA Admin Support Broker Medical Provider Participant Rep Legal Guardian E Status None Selected 1 Go to this tab 2 Enter the new participant s personal information Print File into the field
57. the page Go to the Status drop down menu and select the appropriate new status for the participant When finished click Save File For some file statuses after this step you will simply see a confirmation message For other statuses such as Closed a new window will open where you will enter the reason for the status change Choose the reason from the dropdown menu enter an estimated date of return if appropriate otherwise leave it blank and click Save File Change Status File has been saved with a change in status Use this form to enter more details New Status Closed status Reason Misuse of Budget a Estimated Return Date se L we ma Comments NOTE If the Status Reason pull down menu does not include the right status change reason be sure to suggest to your program administrator that a new reason be added CONSUMER DIRECTION MODULE MASTER USER MANUAL Viewing a Participant s File Status History Consumer Direction Modul onsumer Lireciuon Module CDM a a O cu National Resource Center for Participant Directed Services COSELMER DIRSCTIOA MODULE Pas word Personal Program Financial FMSA Admin Support Broker Medical Provider Participant Rep Legal Guardian Employee Notes Documents Steven Smith Status Fe enrollad Print File Venue Male Larnyudye SPURT CHI Language Spoken Secondary Social Security Humber 324 54 aaa Local Program Select Local Program
58. uded in the report Start by choosing your first criterion and the comparison option then enter the criterion input The criterion input field has an auto complete feature that can help you avoid typos Click Add to save the criterion Here is an example of how to enter a search criterion that will return all female participants The criterion type is set to Gender the comparison option is set to Equals and the user has entered f so the option Female has appeared above the field Click Add Add Criterion Gender Equals Ji Criterion type Comparison Criterion input with options auto complete You can add as many criteria as you like Below is an example of input criteria that will return all participants that are female have an active file status and have a budget that is greater than 1 000 Search Criteria Gender e Equals v fremaie Pemo Add Criterion Gender Contains LA The Remove button will delete the search criterion in that row Set Search Options The search options box is on the right of the Search Criteria table Each option is explained here e Load a Saved Report Template If any report templates have previously been saved you can select them from this dropdown menu If you select a template and click Go the search criteria output columns and search options from the template will load e Query Type Choose And if you want the report to display participants
59. y that have been entered in this date range Find the category that contains the expenditure you want to edit and click on the blue plus sion The category will expand to show all of the category expenditures that have been entered during the date range selected Locate and edit expenditure Total 810 00 Seri Estim Hourly W Actual Hourly il ees Date of Payment Employee gt cea adz ne Ea E Seer ofr Actual Hours Paid Service Code Total Cost 16 Home Care 9 30 2009 Sarah Able 5 12 176 0 00 5 13 50 112235 Hous 270 00 16 Home Care 10 16 2009 Sarah Able 5 12 16 21 5 13 50 112235 Houss 203 50 14 16 Home Care 10312009 Sarah Able 5 12 14 add Row 13 5 112238 Hous 256 50 Find the expenditure to be edited If there are multiple expenditures that are similar the easiest way to identify the correct expenditure is by the Date of Payment Repeat this step with any other expenditures that need to be edited Finally click Save and close the window Af a _ CONSUMER DIRECTION MODULE MASTER USER MANUAL NOTE The CDM database logs all the changes made to participant files so even though the participant file will only display the updated expenditure administrators do have records of edited expenditures CONSUMER DIRECTION MODULE MASTER USER MANUAL Assessment Module Introduction Using the assessment module you can generate a budget based on the participant s functi

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