Programs
You add details of an enrolled URS program here:
What is the Additional Programs Tab?
Name 5 funding options that can be found in the Additional Funding "Funding Name" Drop Down Menu
Name 3 of the 5 Goal Types
What are - Child Goal, Caregiver Goal, Family Goal, Care Coordination Goal and Safety Plan
An explanation of Barrier Types and Access Challenges can be found here:
Sharepoint > Serefin Connect Features > Goals/Barriers/Programs > Barriers
Information on the AFON tab, is found here, in Sharepoint:
Where is > Call Types > Additional Factors of Need
True or False + explain - CMEY and ETS program details can be added to the Programs tab
What is - True. CMEY and ETS information for siblings of rostered CCS children can be updated in the OAP Programa Tab
True or False + explain - The OAP Funding Tab only shows the most current active funding
What is - False. The OAP Funding Tab has a drop down list titled ALL that will show a history of all past OAP funding
Who would be the lead team member for the following goal: Reducing Physical Aggression
Who is a Clinician/Therapist
Guardian notes they're a single parent and is able to appropriately navigate Core Clinical Services. You add this information to the Barrier Tab under Family Status - Single Parent
What is False - the family is not experiencing being a single parent as a barrier, thus it would not need to be added to the barriers tab
True or False + explain - It's important to ask the questions exactly as written in the order they are presented
What is False - As long as you capture the information you can change up the order and how you ask the question
When speaking to an Nth year family, fill in the Program tab by pulling information from these areas:
What are - expense submissions and conversations with families.
You check in on a funding program with status "Recommended - under consideration". The family has not yet submitted their application. You do the following:
What is - update the Details section of the specific funding program with the most current information
When goal is set and task autogenerates, if actions are incomplete, what do you do after your first review date?
reset the review date for your next scheduled meeting
These Access Challenges are found under the following Barrier Type - aging parents, isolated, immigration status
What is - Family Status
If the parent answers yes to one aspect of the question RE: Family Constellation (have children with extra need - yes) but answers no to the other aspect of the question (do not have aging or elderly parents) you would label this as:
What is Needs Demonstrated.
The specific questions are just meant to illustrate examples of situations that would relate to each area of need, but they are not limited to those specific examples and do not need to be experienced all of them.
You are entering program information for a family; the provider is not in the system and prepopulating. Do the following:
What is - Fill out "submit resource" form in Salesforce - new resource for vetting. In the meantime put the service provider under Program/Service or Organization to capture the information
True or False + explain - A family is experiencing challenges with their Funding Agreement. They have shared this information with you and you escalated it to your TL. Record this information in the Additional Funding Tab
What is False - Barriers to accessing fund are input in the Barriers tab
Who would be the lead team member for the following goal: reviews EOB for submitted expense prior to next meeting
Family Member/Guardian
These Access Challenges are found under the following Barrier Type - low income, no funding, no bank account
What is - Financial
There is an expectation to send the following resources:
What are - this is not an expectation.
Find details of the astrisk definitions under this subtab
What is - the Help Text sub tab
True or False- You can add CCS information in the OAP funding tab based on information the family provides to you
False- You cannot edit the OAP funding tab, but you can add information to the Additional Funding tab
When provided with updates about a goal, input a brief summary of the information here:
What is a "New Note" - internal note
A family discloses the following - Some of last year's funds were misspent on ineligible items related to Autism and some eligible receipts are missing. They have not submitted this year's eligible expenses because the FA was signed over 45 business days ago and has not been processed/no funds received and they may be moving out of province in 6 months. List the related Access Challenges
What are
- Unable to reconcile funding: Purchased ineligible items related to autism
- Unable to reconcile funding: Missing Receipts
- Awaiting funds after recently signing FA
True or False + explain: A Determination of Needs Summary message cannot be released until the AFON tab has been completed and saved.
What is - True. The AFON tab must be completed and saved to allow the DON tool to be completed and the DON summary message to be released