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Course 12: Agency

Course 12: Agency. ARIES ON DEMAND Training. 12.00. Client Support Functions. Client Search Client Intake Share/Non-share Program/Service Enrollment Creating Reports Working With Agencies. 12.00. ARIES Structure. ARIES System Navigation. 12.00.

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Course 12: Agency

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  1. Course 12:Agency ARIES ON DEMAND Training 12.00

  2. Client Support Functions • Client Search • Client Intake • Share/Non-share • Program/Service Enrollment • Creating Reports • Working With Agencies 12.00

  3. ARIES Structure • ARIES System Navigation 12.00

  4. ARIES Course 12 – Staff and Agency Learning Objectives • Add/Edit Staff & Agency Info • Resetting/Changing Staff Passwords • Managing Default User Roles and Permissions to Preserve the Security of Client Data • OA Funding/Contract Conventions • Funding Setup • Contract Setup • Primary & Secondary Services • Adding Agency Subservices • Service Line Item Defaults • Practice Contract Setup 12.01

  5. Working with Staff and Agencies in ARIES 12.02

  6. Working with Staff and Agencies in ARIES • Common Staff and Agency Tasks • Adding staff to ARIES (after they have received a digital certificate) • Updating staff information • Setting and resetting staff logins and passwords • Assigning user group/permission levels to staff • Changing Your Agency Information • Adding or Editing a Site • Creating or Changing Contracts • Adding primary and/or secondary services • Adding and updating agency sub-services • Setting the service units and dollar amounts for service line item defaults Delete? 12.03

  7. Changing Your Preferences 12.04

  8. Changing Your Preferences • Employee Name 12.05

  9. Changing Your Password 12.06

  10. Changing Your Password ARIES Passwords • Choosing your own password: • Must (delete: “Can”) include one upper and lower case characters. • Must include (delete: “at least”) one number and (delete: “or”) special character • Must NOT include these characters • $, %, ^and* Between 6 and 32 characters Examples: NOT Acceptable: “Rovers” Acceptable: “Rovers#1” (Delete: “or “#rovers”) 12.06

  11. Adding a New Staff Person 12.07

  12. Adding a New Staff Person 12.07

  13. Adding a New Staff Person 12.07

  14. Adding a New Staff Person 12.07

  15. Adding a New Staff Person 12.07

  16. Adding a New Staff Person Administrative Agency ARIES Administrator Agency ARIES Administrator Agency Management Case Manager Ancillary Services Data Entry Medical Peer Advocate Receptionist Volunteer Inactive 12.07

  17. Adding a New Staff Person 12.07

  18. Staff Permissions Directions for Assigning ARIES User Group Role (PDF) ARIES Detailed User Group Permissions 7-14-06 (PDF) 12.08

  19. Staff Permissions Directions for Assigning ARIES User Group Role (PDF) ARIES Detailed User Group Permissions 7-14-06 (PDF) 12.08

  20. Working with Agencies in ARIES 12.09

  21. ARIES Funding Sources, Contracts, and Services Conventions Funding Sources Contracts Primary and Secondary Services Checklist Subservices and Edit Default Units of Service 12.10

  22. ARIES Funding Sources, Contracts, and Services Conventions Funding Sources Contracts Primary and Secondary Services Checklist Subservices and Edit Default Units of Service ARIES Contract Naming Conventions (PDF)) 12.10

  23. Funding Source and Contracts Naming Convention Policy Funding Sources Funding Source for CDPH-OA Care Programs CA State Office of AIDS Example: 12.11

  24. Funding Source and Contracts Naming Convention Policy Standardized Contract Names For CDPH-OA Care Programs EIP 06/07 CA/OA CSP 2006 CA/OA CMP 06/07 CA/OA MCWP 2006 CA/OA HOPWA 06/07 CA/OA CARE/HIPP 06/07 CA/OA Program Acronym Fiscal Year Funding Source 12.11

  25. Funding Source and Contracts Naming Convention Policy Part A 06/07 RW Contract Names For Ryan White Programs Part C 06/07 RW Part D 06/07 RW Contract/Program Name Contract Year Funding Source 12.11

  26. Funding Setup 12.12

  27. Funding Setup 12.12

  28. Agency Funding Sources Edit 12.13

  29. Agency Funding Sources Edit 12.13

  30. Creating Contracts Based on a Funding Source 12.14

  31. Set up Primary Services 12.15

  32. Setup Subservices 12.16

  33. Setup Subservices 12.16

  34. Setup Subservices 12.16

  35. Agency Contracts 12.17

  36. Services Provided Screen 12.18

  37. Services Provided Screen 12.18

  38. RDR/CADR Wizard 12.19

  39. Flexibility in Funding, Contract and Services Options Funding Sources Contracts Primary and Secondary Services Checklist Subservices and Edit Default Units of Service 12.20

  40. Flexibility in Funding, Contract and Services Options Funding Sources Contracts Primary and Secondary Services Checklist Subservices and Edit Default Units of Service ARIES Agency Alert • OA to set up/renew all CMP, MCWP, CSP and EIP contracts • AO provides phone support for custom agency subservices • Funding source, contract set up in advanced ARIES • For funding source, contract support contract 12.20

  41. Staff and Agency Review 12.21

  42. Staff and Agency Review 12.21

  43. Staff and Agency Review 12.21

  44. Staff and Agency Review Standardized Contract Names For CDPH-OA Care Programs EIP 06/07 CA/OA CSP 2006 CA/OA CMP 06/07 CA/OA MCWP 2006 CA/OA HOPWA 06/07 CA/OA CARE/HIPP 06/07 CA/OA Program Acronym Fiscal Year Funding Source 12.21

  45. Staff and Agency Review Funding Sources Contracts Primary and Secondary Services Checklist Subservices and Edit Default Units of Service 12.21

  46. Staff and Agency Review 12.21

  47. Time to try it yourself. Click the hot button to launch the ARIES practice exercise 12.22

  48. [Practice Site Launched] 12.22

  49. FLASH Quiz – Choose the Correct Answers [insert Drag and drop+multiple choice exercise] Flash element to be inserted 12.22

  50. FLASH Quiz – Choose the Correct Answers [insert Drag and drop+multiple choice exercise] Flash element to be inserted 12.22

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