A Step by Step User Guide for completion of the 2014
Contents
1. Update your name email address registered facilities etc User Registration Administration Access to the Administration Module authorized internal OPS staff only Organization Search Search by SRI Health Facility Name or WERS Organization Name Not Yet Registered Register Here 3 Once you click on SRI Submissions you can enter in your user name and password Log in s Enter your user name and password then click Log in User name Help Password Log in Register for a new account Forgot your Password Privacy Disclaimers C Queen s Printer for Ontario CAPS User Guide 2014 2017 Page 8 of 22 4 Click SRLSR10S MY S99 Oo 2 Favorites There are no items to display i ORI SITEPREFSOS 2 UO i E 5 Double click 2014 15 E a Ww iw ame a O l size L AddedBy T 2009 10 SRI Admin 1 2010 11 SRI Admin 1 2011 12 SRI Admin 1 m 2012 13 Filenet Administrator i 2013 14 SRI Admin 1 6 Double click Community Sectors L Ea EEN H Community Sectors SRI Admin CAPS User Guide 2014 2017 Page 9 of 22 7 Double click LHIN Managed 8 Double click Community Annual Submission CAPS 9 Double Click Community Annual Submission LHIN Managed Ss ow SM ff amp IHIN Manane l i CAPS User Guide 2014 2017 Page 10 of 22 10 Select the drop down menu and click No Content and then go2. find the file and then select Check In Workplace XT Check In Document Windows Internet Explorer l joj x ae https www sri moh gov on ca VWorkplacexT wizards DocumentwWizard jsfereturnUrl https 3A 2F 2Fwww sri moh gov on ca 62FWVorkplacexT a hA Help Type eae File Browse R 125 v 5 CAPS User Guide 2014 2017 Page 20 of 22 18 This screen will confirm that the check in was successful Filename LHIN Managed CAPS _C J14 15_xIs Location SRL SRI1TOS Class SRIXLS Q2 Community Version 3 0 Checkin succeeded for LHIN Managed CAPS _ In Progress 2014 15 19 You can now submit the report To do so right click and select Submission Status and then Submit If it does not work you may need to wait a few minutes so that the upload will take a aam aas o 13 1 Community Annual Submission LHIN Managed 15 KB SRI Admin PHI View Download Check Out Check Out and Download Cancel Check Out Add to Favorites Launch Approve Retum CAPS User Guide 2014 2017 Page 21 of 22 Main Contacts If you have any questions about the CAPS that you have Checked Out from SRI or any questions about definitions or specifics please phone or email your LHIN contact at Po ont Ronalcena ihins onca 905 948 1872 ent 203 Po sha citriraver usha cithiravel inins onca 905 427 5497 ext 260 905 452 6990 Pp otis Georae Tes ceorae ihin
3. please explain 3 Are there potential partnership integration opportunities between your organization and other organizations in the LHIN in the next 3 years to improve service delivery If there are please list up to three opportunities and potential partnerships and what system service delivery improvement will be achieved as a result Max 270 Character Limit per cell Potential Partnerships Integrations Opportunities Resulting System Improvement 4 Identify 3 potential risks to your organization and service delivery over the next 3 years the level of potential risk and provide the mitigation strategies to manage each of the identified risks Max 270 Character Limit per cell Type of Risk i l Level of Potential Risk Atri e High Medium Low Mitigating Strategy Pe Completing Part A2 Detailed Description of Services This is the same form from the last CAPS where the HSP will provide information about where they provide services Intra and Inter LHIN This information will be used to populate Schedule A1 in the M SAA Each LHIN will be able to pre populate the Areas Within LHIN or provide HSP s with Area names to correspond with your LHIN Detailed Description of Services Narrative Schedule A1 Detailed Description of Services Healthcare Service Provider 0 Services Provided With LHIN Funding Catchment Area Served Within LHIN Other LHIN Areas EREEREER ef lalajajelela CAPS User Guide 201
4. The Reference Overview document contains a section called Getting Started Please read this section first and be aware of the important timelines that are identified to help you complete your CAPS and submit your CAPS to the LHIN by November 15 2013 CAPS User Guide 2014 2017 Page 4 of 22 Completing the CAPS Part A1 A2 and A3 of the CAPS will be available to each HSP on the LHIN website on October 1 2013 and the document will be due November 15 2013 Completing Part A1 Service Plan Narrative The CAPS Service Plan Narrative is an opportunity for the Health Service Providers to provide additional information to their LHIN for the fiscal years 2014 17 Service Plan Narrative 1 Detailed Description of Services Please list the Program Names of services your organization provides under the corresponding Functional Centre s Identify what percentage of current LHIN funding supports the program and list all programs services your organization provides even if the LHIN is funding 0 of the program presently and funding is from other sources Example The HSP as per current M SAA ABC Community Services Program Site s Address Include Street Name City Province PC 123 Service Street Healthy ON L2T3V7 Of LHIN funding that Other supports this Funders Program Service Functional Center Name Code Program Name Description of Service Max 270 Character Limit The Safe Sleep Program Ass
5. The Total Revenues must Balance with the Total Expenses to pass the final edit check Record the Administration Expenses that are included in the Fund Type 2 expenses on the Administration and Support Services line This value will populate your Total Cost for the Administration and Services Functional Centre lf Paymaster agreements apply to your HSP this information can be completed at the bottom of the form If your HSP is the payer the revenue should be recorded as negative If your HSP is the payee the revenue should be recorded as positive The total Paymaster will transfer automatically to row 20 Salary and Benefit values are transferred automatically to rows 30 31 and 33 36 from the values entered in the FTE Planning at the bottom of the form Instructions on how to complete this section can be found in Step 2 General Instructions for completing the FTE Planning section The FTE Planning section is divided into 3 areas Administration and Support Services Direct Services and Medical Staff Remuneration Within each of the 3 areas you will need to enter the following o FTE The FTE is planned by program and subdivided by MOS and UPP FTE reminder 1F TE is equivalent to 1 950 hours o Hours Cost Enter the planned costs for worked and benefit hours and benefit contributions These amounts entered will be automatically transferred to the Financial Planning section o Volunteers If your HSP is supported by volunteers in Administration an
6. in the next step Administration and Support Services is mandatory and has been pre selected for you Community Accountability Planning Submission CAPS LHIN Managed Funding HSP Name 3 Year Plan 2014 17 SERVICE SELECTION SCREEN Return to Main Page SERVICE SELECTION SCREEN afer an CF under fe TAUN Faded Servieres efi defor for pac servier fad Foor agency proves LHIN Funded Services otal Administration Expenses ndistributed Accounting Centres dministration and Support Services OM Clinical Management _ C O D an T a Al D wn oO CC m an wn g I y a oo Pi Oe i ill x o mn 250 lagnestic and Therapeutic Services 72 4 Community Health Centres EJS mi D la o a 37 0 tm jo ajg TI ziS S Ee oy 3 m un 241021 241595 Non Invasive Cardiology Combined 2430 20 ase Management 72 5 097 ase Management CCAC 2509 30 290976 f2009 fo 11 ase Management Addictions Problem Gambling 2509 70 12 rimary Care Clinics Programs 72 5 10 ractice f25 1005 linicsPrograms Valk In Clinic f2o 101 Nursing Clinic et Clinics Programs General Clinic dT Combined Clinic rests Therapy Clinic et Clinics Programs Oral Health Clinic det Clinics Programs Chronic Disease Clinic dt Clinics Programs CHC Other Clinic frets Clinics Programs Oncology Treatment Outreach Clinic de TI Clinics Programs Oncology Preventative Clinics dE ZO
7. to the bottom right and select Next Type File Local File External File Browse 11 Then enter in your WERS number and select Next If you do not know your WERS number go to the home page of SRI and select Organization Search you can go to the SRI Home page to find this link Filename None Entry template Community Annual Submission LHIN Managed Location SRI_SRI1OS Change selection SRI_SRITOS Class SRI XLS Q2 Community Change selection SRIXLS Q2 Community Properties Document Title Temp Community Annual Submission LHIN Managed SRI Reporting Year 2014 15 SRI Submission Status In Progress SRI XLS Version 8 SRI WERS Org SRI WERS Org Required 12 The LHIN Managed CAPS _XXX_In Progress_2014 15 should appear If it does not appear in five minutes follow the blue arrow and select the Refresh button Community Annual Submission LHIN Managed 15 KB H f LHIN Managed caps i i 2000 Progress 2014 15 KB N CAPS User Guide 2014 2017 Page 11 of 22 13 Right click on the LHIN Managed CAPS XXXXXX_In Progress_ 2014 15 and select Check Out and Download Do not select the order Download or Checkout at this stage rere e Tasty a A Community Annual Submission LHIN Managed 15 KB SRI Admin via Download Check Out Cancel Check Out oo Add to Favorites Launch Submission Status 14 Now you will need to choo
8. 014 2017 The Use of SRI There are several steps that have been put together to help your organization with the Checking Out and Checking In of the CAPS from SRI Please register yourself immediately with SRI to allow for successful access to your file on October 1 2013 However if there are any issues with access to the website or acquiring or submitting the file please contact SRI immediately at sri ontario ca 1 800 495 9986 Other Information Further information in regards to definitions of financial and statistical accounts for your subsector can be found in the Ontario Healthcare Reporting Standards OHRS which is located on the Health Data Branch web site https hsimi on ca hdbportal Instructions on accessing to this will be available on the main page You should also be familiar with your 2011 14 Multi Sector Service Accountability Agreement M SAA CAPS User Guide 2014 2017 Page 3 of 22 Key Enhancements to the 2014 17 CAPS Following the last CAPS and M SAA process the LHINs sought feedback from the HSPs as well as the LHINs on how to improve on the overall process As a result of the feedback the following enhancements were made to the 2014 17 CAPS by the LHIN SRI Working Group e 2013 14 CAPS budget information is automatically loaded into the forms No need to load additional files e Clinical information from Community Healthcare Centre s asked for in prior CAPS submissions have been replaced with OHRS c
9. 2015 16 2016 17 HA Historical Plan Target Plan Target Plan Target 125 0 Show HSP Specific Show All E el a i al E 2 a 5 m W ga A a m a E z z t S T E m mi Ye z T 2 3 llm m q J M tt on ie A Tlali co co o c aja t IaTe s ale S O E Plola z 2 Claj C1s 5 Se es se a TO E ys 5 Waleal a a lin G Cl o lala o iu 2 o 7 4 mto 0 a Halata le L g aa pa Cl i 5 7 12 7 S w 373g Ie ay G S 3 HOlS a E ola lf lo H 3 3 3 3 w G D i oT T y ly D mi a 2 7 a D 3 2 a ip 1E a Si ii a 7 i M j M i A E FTE m f E lt a T J a la Visits Bot Uniquely Identified Service Recipient Interactions Ei npatient Resident Days ndividuals Served by Functional Centre ir OO 00 00 00 00 00 00 00 oa 00 Oo oo BA RA A A A A a A hh Po 4 aj a a a a ay aya a oa 2 foe 21 21 2 2 2 2T 2T 2T 2T 2T 2T Full time equivalents FTE Visits gt g Mot Uniquely Identified Service Recipient Interactions 29 Hours of Care npatient Resident Days 31 Individuals Served by Functional Centre 12 Attendance Days Face to Face TIA Plea Pele ets 7 8 gt l C a E DO oT REN 5 512 alo s al 5 ai ee tol ha 3 3 e iT S S IRE 1 52 m je h ob 283 vice Provider
10. 4 2017 Page 6 of 22 Completing Part A3 Client Population and Geography Served Narrative This is the existing form from the last CAPS where the HSP s provided Population and Geography narratives This information will be used to populate Schedule A2 in the M SAA Client Population In this section provide a profile of client supported by your LHIN funded programs The client profile is simply a very clear description of the type of client you re supporting today or it could be a combination of qualities you ve seen in past and current clients Geography Served In this section provide further detailed information on what your HSP identified in Part A2 Detailed Description of Services Schedule A Population and Geography Narratives Population and Geography Healthcare Service Provider 0 Client Pop ation CAPS User Guide 2014 2017 Page 7 of 22 Completing Part B1 Financial and Statistical Planning Please find below a detailed step by step guide to help with the completion of Part B of the Community Accountability Planning Submission 1 Goto https www sri moh gov on ca UserRegistration faces login index js 2 If you are already registered you can follow the red arrow and click SRI Submissions If not you can follow the purple arrow and click Register Here SRI Submissions Log in to create review and iin Forgot your password Forgot your password registered users only User Update Profile
11. Clinics Programs MH Counseling and Treatment dE MH Assertive Community Treatment Teams rest H2D MH Community Clinic de FEB MH YocationavEmployment dE MH Clubhouses ete Return to Main Page after selecting all of your HSPs functional centers Case Management Mental Health Case Management Addictions substance Abuse T CAPS User Guide 2014 2017 Page 17 of 22 Activity Planning Page The Activity Planning Page in CAPS includes all service data for the HSP and is not broken down by TPBE All of the functional centers that were selected on the Service Selection Page are displayed as well as the service activity statistics e g Visits Face to Face Individuals Served by functional centre etc that are mandatory Please note that mandatory Service Activity statistics vary between functional centers For additional information on Ontario Healthcare Reporting System OHRS functional centers and mandatory service activity reporting please refer to the Health Data Branch Web Portal site https hsimi on ca hdbportal lf a functional center that you require is not appearing on the Activity Planning Page please return to Service Selection Page and ensure that an x has been placed within the LHIN Funded Service Column for all required functional centers HSP Name l 3 Year Plan 2014 17 ACTIVITY SUMMARY Return te Main Page FunchionallAccounting Centre Service MIS AIC 2 a iae 2014 15
12. Community Accountability Planning Submission CAPS A Step by Step User Guide for completion of the 2014 2017 CAPS Prepared by LHIN SRI Report Working Group Table of Contents INO CUS OI essere E E vp eee ts neers site ares ote ec A A A E AA EE EEE E 3 MT MS OCAR apse a ESE EEEE EEEE E E E EREE a ia EEE A 3 THE USSO A wns erst tees see E E E E E 3 TST MAF ON IT ANON E E EATE E E AE E E E E A EA E AE EE E E E 3 Key Enhancements to the 2014 17 GAP S weserecesacosncoracnesxocesnciacte dhanannedpncesxnctionanectacieshseiacesnconasnesnnsneesesednabanesne 4 Future Enhancements to the 2014 17 CAPS cccccccccsececeeeeceeeceeeeaeeeseueeseeeeaaeeseueeseeesaeessueesaueeseeeseeeesseseaaes 4 Bre VOU OCU S lA CG vais chomintnmetdacrunuidatanotdacbatniuaaietahvoniyohinanistahuassiabsidusbatuldnambeiducia rendu nipindviedsehinenishndantins 4 Competing tie CAP rannan E AE E EEEE E EE E EEEE ENE E E nae 5 Completing Part A1 Service Plan Narrative cccccceccccssceceeeeeeeeeeseeeeseeeeeseeeesseeeeseeeessueeseeeesseeeseeeesaeeensaees 5 Completing Part A2 Detailed Description of Services ccccccccseececececeeeeeseeeseeeeseucesseeeeseueessaeeeseueeseeessaees 6 Completing Part A3 Client Population and Geography Served Narrative ccccccccsecceeesseeeeeseeeseeeseeeseeeees 7 Completing Part B1 Financial and Statistical Planning cccccecceceeeeceeeeeceeeeseeeeceeeeeaeeeeseeessaeeeseeeesaeeesaaees 8 MAn
13. Interactions 18 38 COH Clinical Management 72 5 05 Full time equivalents FTE 40 Visits Y2505 41 Mot Uniquely Identified Service Recipient Interactions 72505 2 Hours of Care 72505 r25 05 200 0 39 male i m a m m 1 2 a oo T 00 00 m Oo Oy an F et j d D g mn I myo Moo nan oypnjoyn oyo Mi i Community Accountability Planning Suumission CAPS LHIN Managed Funding The Activity Planning Page has the same columns as the LHIN Managed Funding amp FTE Planning form The 2013 14 Budget Historical column will be pre populated from the 2013 14 CAPS Each of the yellow cells mandatory for OHRS reporting must be completed within the 2014 15 Plan Target 2015 16 Plan Target and 2016 17 Plan Target columns Comments The Comments column should be used to explain differences between the budgets across the years indicated The comments provide clarification and will help the LHIN understand why Reallocations Budget changes are being made CAPS User Guide 2014 2017 Page 18 of 22 Verify the Edit Checks e Green happy faces indicate successful edit checks Red sad faces indicate failed edit checks which must be corrected before submitting the report e If you see a red sad face a description of the problem to be resolved will appear in the Message Area of the row Community Accountability Planning Submission CAPS LAIN Managed Funding HSP Name Hopital Montfor
14. RAOG a E AE E E 13 HRS PUNE 1e a E E T EE E T OE A AEA E E E A A A ete ce sacle 14 Completing the LHIN Managed Funding amp FTE Planning f0rm cccccccceeeeseeeeeeeeeseeeseeeeseeeeeseeeesseeeeas 15 DS SCIOTO OT OO AS press acessories eters tetera E te EE E agers ooesee sav E 15 General instructions for completing the Revenue and Expenses section c cccceecceeeceeeeeeeceeceeeseeeees 16 General Instructions for completing the FTE Planning S CtION ccccccccseccceeeeseeeceeeeseeeeeeeeneesaeeeseeeeaes 16 DOIVICS SCISCHOM IPAS niies aE EEA Ee E E a EN E EREE EEE 17 ACV ANG Pago aose E E E E E E E R 18 VVN EI CNC GI eeren tetra se E gales EE E E E E EE 19 Checking in the file to SRI arisane E EEan EEE O EEA EEEE E 20 MAN OACI S er aer aea E E E T E EE EE E O EN 22 CAPS User Guide 2014 2017 Page 2 of 22 Introduction The LHIN Community Accountability Planning Submission User Guide is developed to take you step by step through the completion of the LHIN Managed 2014 17 Community Accountability Planning Submission CAPS The instructions will also apply to the Ministry Managed 2014 17 CAPS Please note the timeframe to complete and return your 2014 17 CAPS is tight Health Service Providers are expected to make all necessary arrangements to prepare for the immediate completion of their CAPS following the launch date to SRI on October 1 2013 and are expected to submit the CAPS by November 15 2013 What is CAPS T
15. d Support Services and or Direct Services enter the of volunteers and the corresponding hours This information is not used by the Financial Planning section Once the form has been completed return to the Main page and select the next TPBE as necessary and repeat until all financial and FTE information has been entered for all LHIN funded programs Note the red triangles that appear in the upper right corners in the line description column 1 column are comments that describe corresponding OHRS codes To view the codes hover your mouse over the desired line item as shown above If the red triangles are not visible on your computer click on the Review Tab at the top of the excel screen and select Show all Comments Definitions of OHRS codes may be found in the Ontario Healthcare Reporting Standards available on www hsimi on ca CAPS User Guide 2014 2017 Page 16 of 22 Service Selection Page Within the Ontario Healthcare Reporting Standards OHRS chart of accounts for Service Activity there are over 190 potential functional centers within which services may be provided by community HSPs in Ontario The individual functional centers are listed in the left column with their corresponding OHRS codes showing directly beside the service Type an x in the right column containing yellow cells to select services that the agency delivers This will cause the services that appear on the Activity Planning Page to be specific
16. he CAPS is divided into two distinct Parts with 4 components in total The Health Service Provider HSP will submit Part A by email directly to the LHIN Part A is available on the LHIN Website effective October 1 2013 Part B will be available to the HSP on the Self Reporting Initiative SRI on October 1 2013 The following table summarizes the 2 Parts and 4 components of CAPS Part A file will be available on LHIN website effective October 1 2013 A1 Service Plan Narrative This worksheet tab allows you to tell the LHIN about the Not in Final services you provide with LHIN Funding and some additional MSAA detail related to those services This narrative will not be included in the final M SAA agreement A2 Description of Services This is the same form from the last CAPS where the HSP will In Final provide information about where they provide services Intra MSAA and Inter LHIN This information will be used to populate schedule A1 in the M SAA agreement A3 Population and This is the existing form from the last CAPS where the HSP s In Final Geography Narrative provided Population and Geography Narratives This MSAA information will be used to populate Schedule A2 in the M SAA Agreement Part B file must be downloaded by HSP from SRI effective October 1 2013 B1 CAPs File from SRI Downloaded from SRI and submitted to SRI by the 15 of CAPS file November This file contains the HSP s Financial and from SRI Activity plans for 2
17. ing SAP Substance Abuse Program LHIN Managed Funding amp FTE Planning POMS Psychiatric Outpatient Medical Salaries LHIN Managed Funding amp FTE Planning CMH Childrens Mental Health LHIN Managed Funding amp FTE Planning Coo Community Support Services LHIN Managed Funding amp FTE Plannin PALC Palliative Care LHIN Managed Funding amp FTE Planning AQ Attendant Outreach LHIN Managed Funding amp FTE Planning SH Supportive Housing LHIN Managed Funding amp FTE Planning CHC Community Health Centre LHIN Managed Funding amp FTE Planning CCAC Community Care Access Centre LHIN Managed Funding amp FTE Planning Extral Not Currently Used Extra2 Not Currently Used Service Selection Page Activity Planning Page Verify the Edit Checks LHIN Summary LHIN Use Gnl e This menu page in the CAPS document will allow users to navigate to different forms by clicking on the links e Users can return to the main menu at any time by clicking on Return to Main Page at the top of each form contained in this file Note The ID edit Check will fail if you don t Select a LHIN on the Main Menu CAPS User Guide 2014 2017 Page 13 of 22 Identification Below is an example of the Identification screen Users will populate this screen with relevant information to the CAPS LHINs will use this information during review to send inquiries about the submission e tis very important that Health Service Provider
18. isted Living Services 72 5 82 45 This service may include homemaking personal support attendant services and core components of independence training to clients who are living ina supportive housing setting or own residence and require assisted living services accessible on a 24 hour basis Visiting and Social Safety 72 5 82 60 Meals Delivery 72 5 82 10 CAPS User Guide 2014 2017 The Check in Program Happy Meals A Helping Hand 456 Safe Street Strong ON L2T 4B8 7 7 Social Way Happy ON L2C 5Y7 789 Happy Ave Hungry L2T IM2 411 Handy Street Helping ON l2M 4U2 Volunteers deliver services to the client to check the health safety and social needs of the client The clients are isolated seniors or their significant others The contact is through a phone call or face to face visit The meals are delivered by volunteers who also provide a regular social contact and check the health and safety of the client during visits Assist clients living in home with shopping light housekeeping meal preparation paying bills caring for children and laundry and training the person to perform these activities Page 5 of 22 2 Is your HSP associated with Health Links in one of these aspects Please check all that apply to your HSP Care Planning Business Planning Not at All If Not at All please clarify Please check one or explain Not yet Approached Declined Participation Other
19. ity Mental Health LHIN Managed Funding amp FTE Planning Return to Main Page CMHP1 Community Mental Health LHIN Managed Funding Historical Plan Target Plan Target Plan Target Revenue G a OT et O HBAM Funding CCAC ony TT 8 Quality Based Procedures CCAC ony o Z o O Y HC 8 MOHLTC Base Allocation OF 8 MOHLTC Other funding envelopes HC OT HC LHIN One Time SF SH A MOHLTC One Time CE SC o f Paymaster Flow Through Row 76 ST ST HY A Service Recipient Revenue CEC CSHB CT C8 Subtotal Revenue LHINMOHLTC SB HO LC p Recoveries fromExternalnternal Sources SHES HC 8 Donations OH 8 s oy O Subtotal Other Revenues CTSA HO HC p TOTAL REVENUE FUNOTW PE2 e wo f A Compensation Salaries Worked hours Benefit hours cost Row 91 104 az f o o Benefit Contributions Row 92 105 Z Z o O OF HO Fmninvee Future Renefit Cnmnensatinn 112 N gt Main Edits Identification LHINFIN CMHP1 LHINFin ABI LHINFIA_PG LHINFIA_ SAP LHINFIA_ POMS LHINFIA_ CMH LHINF ea From the Main page select the first Transfer Payment Business Entity T PBE that is LHIN funded and complete the financial and FTE details The FTE Planning section can be found below the Revenue amp Expenses section cn 0 in CSS K LHINFin PALC f LHINFit e_a Description of Columns 2013 14 Budget Historical This value represents the prior year s budget This information will be pre populated from the HSP
20. ompliant reporting on the Service Activity Page e New lines have been added to the Identification page to allow for communication of contact changes for several positions in the organization e Additional lines have been added to the finance screens to provide new calculations and a further breakdown of information Physicians Physician Assistants Nurse Practitioners and Other Medical Staff where applicable e The LHIN name is selected by the providers on the first page of the CAPS file e Administration FTE on the LHIN Service Summary screen is updated automatically from the Total FTE on the LHIN Financial Summary e Worked Hours and Benefit Hours have been combined on one line in CAPS to make the process easier for the providers Benefit contributions remains a separate line entry e The schedules have been removed from the CAPS file Future Enhancements to the 2014 17 CAPS Unfortunately with every file there are limitations therefore as many of the suggestions as possible were incorporated into the New CAPS tool and M SAA for 2014 17 Future enhancements to the CAPS will be potentially possible during the next refresh of the CAPS Tool Before you get started Before you begin completing your CAPS please review the Reference Overview document available to you through your LHIN The purpose of the Reference Overview document is to provide additional information to assist HSPs in the community sectors to complete their 2014 17 CAPS
21. s HSP complete all mandatory information on this form and ensure that it is as up to date as possible e All yellow highlighted cells are mandatory fields indicated with red text e After completion select Return to Main Page to continue with the next step Community Accountability Planning Submission CAPS LHIN Managed Funding HSP Name Canadian Mental Health Association Thunder Bay Branch 3 Year Plan 2014 17 IDENTIFICATION Return to Main Page Mandatory Fields Facility No QHFS Recipient IFIS Period Select on Main Page 3 Year Plan 2014 17 LHIN Name Select on Main Page Select a LHIN Service Provider Name Service Provider Legal Name Service Provider Address Address 1 Address 2 Ci Postal Code Addresst o Address2 o O Postal Code o Executive Directori CEO Position Name Telephone Finance Contact Position Name Telephone Board ChairiSigning Authority Position Name Telephone il T O a p E i T Main Edits Identification CAPS User Guide 2014 2017 Page 14 of 22 Completing the LHIN Managed Funding amp FTE Planning form Below you will see a screen shot of the LHIN Managed Funding amp FTE Planning form for the CMHP1 TPBE Please note that the forms for all other TPBE s should be completed the same way Community Accountability Planning Submission CAPS LHIN Managed Funding HSP Name 3 Year Plan 2014 17 CMHP1 Commun
22. s 2013 2014 CAPS 2014 15 Plan Target This value is the organization s Budget Target for the first year of the new M SAA Enter the LHIN MINISTRY base revenue that you expect to receive based on your 2013 14 Payment Notice Please include LHIN approved planning assumptions for one time revenue Enter the remaining Revenue and Expense information for each TBPE that apply to your HSP 2015 16 Plan Target This value is the organization s Budget Target for the second year of the new M SAA Enter the LHIN MINISTRY base revenue that you expect to receive based on your 2013 14 Payment Notice Please include LHIN approved planning assumptions for one time revenue Enter the remaining Revenue and Expense information for each TBPE that apply to your HSP 2016 17 Plan Target This value is the organization s Budget Target for the third year of the new M SAA Enter the LHIN MINISTRY base revenue that you expect to receive based on your 2013 14 Payment Notice Please include LHIN approved planning assumptions for one time revenue Enter the remaining Revenue and Expense information for each TBPE that apply to your HSP Comments The Comments column should be used to explain differences between the budgets across the years indicated The comments provide clarification and will help the LHIN understand why Reallocations Budget changes are being made CAPS User Guide 2014 2017 Page 15 of 22 General instructions for completing the Revenue and Expenses section
23. s onca eosas2e998 Po atric Mantire patrickmanhire ihins onca 613 747 9907 ee Eric Partington eric partington lhins on ca 613 747 3216 Stephanie Harper lhins on ca Po sha Sheikh Asha sheikn iins onca 519 951 567 x38248 Po ean Francois Gauthier JeanFranoois Gauthier ihins on ca 519 351 567 x38221 PI ia Barta 905 945 4930 ext 4248 ooo Gaya amirthavasar Gava Amirthavasar Ihins on ca 905 945 4990 ext 4244 Po Wahab andrew andrewwahab ihins onca 1 866 371 5446 ext 220 Po chaps cha leo ihinsonca 905 397 7191 ext 220 Ashley Aro ashley aro lhins on ca 705 840 2610 a tetissaition Metssacition thinsonca eo7e849425 PY ora Viatiaroto Carolyn Aldley lhins on ca P erty Padang Mery Padana ihins onca 519 640 2582 Pp Saran bavis Sarah Davis inins onca 51o eao zss4 Greg stevens lhins on ca Pt tessic Pajaro Tessiepajaro ihinsonca 416 921 7453 ext 254 Pf Raza khaki Monamedrazakhaki thins on ca 416 921 7453 ext 220 Ted Alexander P erry Sankarsingh Perry Sankarsingh LHINS ON cA 519 650 4472 evt 293 CAPS User Guide 2014 2017 Page 22 of 22
24. se a place on your computer for where you want to save your file When you complete your file you will need to Check Out and Download it back into SRI so make sure you have it saved to a place that is easy to remember You can select Browse to find that location When done you can select Check Out and Download you should then receive a message stating Checked Out and Downloaded successfully then click OK Show Documents download to local directory Browse Check Out and Download iar eS Overwrite existing files l Open file CAPS User Guide 2014 2017 Page 12 of 22 Main Page When the CAPS file is first launched the following Menu Page will display This page provides links to each form contained within the CAPS Community Accountability Planning Submision CAPS LHIN MANAGED SRI 3 Year Plan 2014 17 select a LHIN Planning Period LHIN INSTRUCTIONS Please read the user guide prior to completing this file Complete your Community Information above before proceeding Select Your LHIN Use the Navigation Links provided below or click on the worksheet tabs from the drop down arrow Identification Financial amp FTE Program Plans Financial FTE Summary Page Information Only CMHP1 Community Mental Health LHIN Managed Funding amp FTE Planning ABI Acquired Brain Injury LHIN Managed Funding amp FTE Planning PG Problem Gambling LHIN Managed Funding amp FTE Plann
25. t 3 Year Plan 2014 1 EDIT CHECKS Beturn to Main Page 2 e Tear Year 2 Tear F Pleare sarare all lins chem on the ldeetification chest that are yellnu ars complete The HSF Identification Sereen is Complete The tatal af pour Fund Typed ecpemrar in rau dT oe the LHIHFis_Summary rhest ir ant equal te pour tatal allecated aexpemrar in rau 268 aa the LHINAct_Sommary rheet All expenses planned are allocated to Functional Centres on the LHIN Activity Sereen amp 8 8 AIF TEs planned are allocated to Functional Centres on the LHI Activity Screen Total Fund Type 3 is not planned as a Deficit Ai TPBE SPECIFIC EDIT CHECKS All LHIN budgeted TABES Fund Type 2 are planned with a Zero SurplusiLleticit All budgeted TPBEs are planned with Administration Expenses WARNING ONL All budgeted TPBEs are planned with FTE allocations tam Pa gsar cPoms cman css PaLc Ad Kyc 6 6 0 6 6 6 016 6 6 6 6 6 0 0 60 0 6 6 e e i CAPS User Guide 2014 2017 Page 19 of 22 Checking in the file to SRI 15 Once completed you are now able to upload the file to SRI 16 Now go back to SRI go back to the file Right click and select Check In Do not select any of the other options Community Annual Submission LHIN Managed 15 KB SRI Adm E View Download Cancel Check Out Le Add to Favorites Launch 17 Click Browse
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