SSIS V12.4 Release Training CW-TCM Service Plan

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SSIS V12.4 Release TrainingCW-TCM Service Plan
Child Welfare-Targeted Case Management
Presentation for VPC December 2012
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• Right-click and select New State Service Plan.
• New Plan houses the service plans that have not
  yet been revised into the new format.
• Click the drop-down menu from the Document
  template field.
• Select CW-TCM Service Plan.

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• Select the Review Date in the corresponding
  field.
• The Review Date is the date you intend to review
  the plan with the family. This may or may not be
  the same date reflected in the Effective to date
  field.
• Select Yes to display the language block at the
  end of the service plan.

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1. Select the Effective from date in the
   corresponding field. This should be the date that
   CW-TCM Services may be claimed.
2. Select the Effective to date in the corresponding
   field. If the CW-TCM Plan is done in conjunction
   with another service plan (such as a CP Plan),
   the plans should reflect the same review date
   (such as 90 days). If the CW-TCM Plan is not
   created with another service plan, it is required
   to be reviewed at least annually.

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• In the Child section, select the identified
  childs name in the Participant field.
• Note that the Participant field is a hyperlink.
  Click on the word Participant and the mouse moves
  to the Participants folder in the Tree View. This
  allows you to add or correct information that
  merges into this field. When the childs name is
  selected, the Date of birth autofills below.

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• Both client and collateral names merge into the
  Parent/Legal Guardian section. Select both
  parents names to merge both into the CW-TCM
  Plan. When a name is selected, additional fields
  display.
• The parents Address merges from the
  Address/Phone/Email/State Detail folder. Note
  that this field is a hyperlink. Each address
  entered for the parent displays. Select the
  current address.

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• Each telephone number entered for the parent in
  his or her Address/Phone/Email/State Detail
  folder merges by type. Select one or more of the
  desired Phones to merge into the CW-TCM Plan.

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• This section is labeled Parent/Legal Guardian
  however, all clients and collaterals displaying
  in the Participants folder merge. It is intended
  that the Parents or Legal Guardians be selected
  in this field, but other participants may also be
  selected if desired by the caseworker.

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• If a collateral is selected -- and it has a
  business association added to its
  Education/Employment folder (via a Business
  Organization search) -- the address and/or
  telephone number of that business does not
  display on the service plans Setup tab. Rather,
  the address and/or phone must be entered in the
  collaterals Address/ Phone/Email folder for it
  to display.

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• If a collateral is selected, and an address
  and/or one or more telephone numbers is added to
  the Address/Phone/Email folder, it displays as an
  Address and Phone selection on the Setup tab.

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• Ensure that the primary caseworkers name
  displays in the Staff field. When the workers
  name is selected, any Document credentials and
  Phone number associated with that name in Admin
  displays.
• It is recommended that the agencys general
  telephone number be used so that if the
  caseworkers telephone number changes, it will
  not display incorrectly on a service plan.
• Click Save to access the Document tab.

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• The Document tab holds the actual CW-TCM Plan.

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• The Document tab opens with a Navigation bar to
  the left. The blue arrow indicates which screen
  is reflected to the right.
• A red checkmark displaying next to a node on the
  Navigation bar indicates that the Complete check
  box at the bottom of the screen was selected.
  Clicking Complete means that this screen will
  print on the service plan.

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1. Service plans print automatically in a format
   that does not separate sections or sentences
   between pages. This may make the plan longer, but
   it keeps information together on the same page.
   Select Alternate Print Format to have the printed
   text display continuously with no breaks between
   pages.

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• Demographic information merges from the Setup tab
  and displays as the top of the Title Page.
  Review it for accuracy.
• Expand the names of clients to view contact
  information. Click the Address and Phone Numbers
  tabs to view either merge field. Both print on
  the service plan.
• Note that collateral information displays in the
  same way. Click Complete.
• Click the double arrow buttons to advance to the
  next screen.

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• Identify the reason the child is in need of Child
  Welfare Targeted Case Management services in
  the Eligibility field.
• Identify the goals to be achieved by the
  provided services in the Goals field. Click
  Complete.
• This information is required to claim for
  CW-TCM funds.
• Type directly into the Editor boxes, or click the
  blue E to open the Editor in its own larger
  window. The Editor window allows for more text
  features.

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• Answer the questions on the Specific Services
  screen. The information regarding Specific
  services, Action steps, Timelines, and Person(s)
  responsible is required to claim for CW-TCM
  funds. Click Complete.

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• Identify the required signers on the Signature
  Setup screen by typing their names in the
  corresponding text boxes. Note that the Complete
  box is already selected.
• Review the Navigation bar to ensure that each
  screen you wish to print on the plan has a red
  checkmark next to the node.

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• Right-click on the Document tab.
• Select Print to open the Print Preview.
• This is the quickest way to print any service
  plan.

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• Review the plan for accuracy. Note that the
  toolbar of the Print Preview has an option to
  e-mail the service plan if permitted by your
  agency.
• If something is not displaying in the plan,
  review the Navigation bar and ensure that a red
  checkmark displays next to each screen you wish
  to print on the plan.

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1. The Properties tab holds information about the
   creation of the service plan.
2. The Template Status field on this tab is not the
   same as the Status field on the Setup tab. If the
   Template Status field here indicates the plan is
   Active, it means that the plans template is
   active and the plan may be copied in its
   entirety.

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• Once signatures have been obtained on the CW-TCM
  Plan, return to the Setup tab.
• Change the plan from Draft to Active in the
  Status field. Click Save.
• An Active service plan is no longer editable
  however, copying the plan returns it to Draft
  status, thereby permitting edits.

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1. Click Tools from the toolbar.
2. Select External Documents.
3. Expand the External Documents folder and select
   CW-TCM Service Plan. A blank CW-TCM Plan can be
   printed from this location.

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• Right-click on the CW-TCM Plan in the Tree View.
• Select Print Service Plan.
• Select Blank Plan.
• A blank CW-TCM Plan may also be printed using
  these steps.

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