Ad Roi Worksheet

Document Sample
Ad Roi Worksheet Powered By Docstoc
					     HPRP DATA ENTRY CHANGES




   This slide show does not replace certification training. It is intended to supplement and update
a current end user’s knowledge of CHIN as it relates to the HPRP program.

                          Based on changes made by HUD and the State
HPRP Changes for CHIN Data Entry


          Updated Workflow

          Additional Questions on Entry Worksheet
            “Date you determined client was eligible for HPRP”
            “State HPRP-Is form A or B in client’s paper file?”

          Recertification Sub-assessment to be completed every
          90 days
When do these changes take effect?

         These changes go into effect immediately. You will
         move forward with these changes with new clients.

         DO NOT change Entry or Service Dates for past
         clients.

         The only “old data” you will need to update is
         adding the “Date Client Was Determined Eligible
         for HPRP” to open case files. The easiest way to
         do this is at every recertification, double check to
         ensure “Date Client Was Determined Eligible” has
         been answered.
         Updated Workflow



                                                   While                       If client is
 Starting                                        determinin                     Eligible,        At 90
with Head                                             g                          record          days,          Record
    of        Complete       If                  Eligibility,       If not      Program        complete      client’s exit
Household,     profile   necessary,   Complete     record         Eligible,    Entry and      Recertificat       when
search for      data       set up       ROI      service of     data entry      continue       ion Sub-        leaving
 Client in               Household                Outreach      is complete    recording      assessment         HPRP
ClientPoint                                           &                          service        on Entry      program
                                                 Engageme                     transaction     worksheet
                                                      nt                             s
Using Head of Household Search
for/Add Client

 Best Practice:
Always work out
of the He ad of
Household’s file.
Complete Profile Data
If necessary, set up the Household


   Do not create a Household for a single individual
Complete ROI

                Provider = 1HPRP




    Consent
Date is valid
for 1 year.
 Record Outreach & Engagement while
 determining Eligibility (if STATE HPRP grantee)

                                      Multiple Services Screen
   Upon initially meeting with
    your client, you’ll need to
      record the time spent
    determining eligibility as
 Outreach & Engagement using
 Multiple Services. In order to
 be reimbursed for any time or
 money spent with HPRP clients,
    you must record a service
transaction for each item. Even
 if a client isn’t eligible for the
    program, for STATE-HPRP
 reimbursement, you’ll need to
   record the time spent with
client determining eligibility as
    Outreach & Engagement.
Data Entry Process for Eligible vs Ineligible Clients
from point of recording Outreach & Engagement
Eligible Clients: Record Program Entry
      Do not record an Entry for a client until you have determined they
      are eligible for the HPRP program. While determining eligibility,
      go ahead and record Outreach& Engagement services for
      reimbursement purposes (see instructions in section 9, page 13).
      Once you have determined a client is eligible, for data to properly
      appear in reports, program enrollments must accurately record:

         Provider = HPRP Program client is entering
         Type = HPRP
         Entry Date = Date initial Outreach & Engagement Service was
         recorded; **time = 12:00am**
         Entry Data will not be transferred to all household members unless Add
         Household Data is used.

       **IF YOU FORGET TO USE THE INITIAL DATE OF THE OUTREACH &
         ENGAGEMENT SERVICE AS YOUR ENTRY DATE AND HAVE TO
         CHANGE THE DATE LATER, YOU WILL LOSE DATA AND HAVE TO RE-
         ENTER THE ENTIRE ENTRY WORKSHEET!**
    Add Household Data (for households)


Dependents’ data will not
correctly appear in reports unless
you use ADD HOUSEHOLD                Answering these questions sets up data
                                            for an entire household
DATA. The data above the block
of lines is for the entire
household. The data below the
block of lines is only for the
current client’s file.                         These questions are only for the
                                                 client whose file you are in
New Questions on Entry Worksheet

You don’t
need to          “Date you determined client was eligible for HPRP”
update these     You’ll use this field to record the date you determined
fields for       your client’s eligibility for the HPRP program. This date
clients who      will serve as the basis for re-certifications.
have already
left your HPRP    “State HPRP-Is form A or B in client’s paper file?”
program.         If you’re a State funded HPRP program, you simply
                 need to record whether you have form A or B recorded
                 in the client’s paper file.
    Record Services Provided
                              Provider = HPRP program providing services.
Multiple Services Screen      Start Date = Date client received service (if client
                               is receiving back rent and/or payments, record
                               the date you wrote/requested the check); End
                               Date defaults to Start Date.
                              Service = Basic Needs
                              Relocation and Stabilization complete:
                                   Source 1 (either State HPRP or Entitlement
                                    HPRP Funds)
                                   # of Units (should correlate with unit types)
                                   Unit Type
                                   Status = Select HPRP Submitted for payment
                                    (if State ) or Closed (if Entitlement)
                              Financial Assistance complete:
                                   Source 1 (either State HPRP or Entitlement
                                    HPRP Funds)
                                   Cost of Service 1 = total amount given
                                   # of Units (should correlate with unit types)
                                   Unit Type
                                   Status = Select HPRP submitted for payment
                                    (if State ) or Closed (if Entitlement)
   Every 90 Days Record Recertification
   Sub-assessment

The Recertification Sub-
assessment is located at the
bottom of the Entry
Worksheet with the other
sub-assessments (Disability,
Monthly Income, Non-case
Benefits).

      At your next
recertification, for old
clients, go ahead and
record the Eligibility Date
while you’re in the Entry
Worksheet.
Record Client’s Exit from Program

Once a client   Exit Worksheet
has left
and/or
completed
your program,
record Exit
data under
Entry/Exit.
Contact the Help Desk

                     E-mail requests for technical assistance should be sent
 Mark Your           to support@nchomeless.org. All e-mails are converted
 Calendars!          into PhaseWare incident tickets and routed to CHIN
  HPRP Data
                     staff for attention.
Quality              Call the Toll Free Help Desk at (877) 703-3176. The
Reports are          Help Desk is monitored continuously. All messages will
posted the           be responded to in the order they are received. Please
20th of every        leave a description of the technical concern, your
month on our         name, agency, direct phone number, and the best time
Self Service         to contact you.
Center.             Log into CHIN's online Self Service Center to request
                     technical assistance, monitor the status of all previous
   Sign up for       incidents tickets, download program reports, and
Supplemental         search the knowledge base for answers to routine
Online               issues:
Trainings!           http://tracker.phaseware.com/NCHC/Main.aspx?rurl=.

				
DOCUMENT INFO
Description: Ad Roi Worksheet document sample