Course 12: Agency

Course 12: Agency

ARIES ON DEMAND TrainingARIES 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

12.00

ARIES System Navigation

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

12.02

Working with Staff and Agencies in ARIES

12.03

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?

12.04

Changing Your Preferences

12.05

Changing Your PreferencesEmployee Name

12.06

Changing Your Password

12.06

Changing Your Password

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 *

Examples:

NOT Acceptable: “Rovers”

Acceptable: “Rovers#1” (Delete: “or “#rovers”)

Between 6 and Between 6 and 32 characters32 characters

12.07

Adding a New Staff Person

12.07

Adding a New Staff Person

12.07

Adding a New Staff Person

12.07

Adding a New Staff Person

12.07

Adding a New Staff Person

12.07

Adding a New Staff Person

Administrative Agency ARIES AdministratorAgency ARIES AdministratorAgency ManagementCase ManagerAncillary Services Data EntryMedicalPeer AdvocateReceptionistVolunteerInactive

Administrative Agency ARIES AdministratorAgency ARIES AdministratorAgency ManagementCase ManagerAncillary Services Data EntryMedicalPeer AdvocateReceptionistVolunteerInactive

12.07

Adding a New Staff Person

12.08

Staff Permissions

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

12.08

Staff Permissions

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

12.09

Working with Agencies in ARIES

12.10

ARIES Funding Sources, Contracts, and Services Conventions

FundingFundingSourcesSources

ContractsContracts

Primary and Primary and Secondary Secondary

Services Services ChecklistChecklist

Subservices and Subservices and Edit Default Edit Default

Units of ServiceUnits of Service

12.10

ARIES Funding Sources, Contracts, and Services Conventions

ARIES Contract Naming Conventions (PDF))

FundingFundingSourcesSources

ContractsContracts

Primary and Primary and Secondary Secondary

Services Services ChecklistChecklist

Subservices and Subservices and Edit Default Edit Default

Units of ServiceUnits of Service

12.11

Funding Source and Contracts Naming Convention Policy

Funding Source for CDPH-OA

Care Programs

CA State CA State Office of Office of

AIDSAIDS

Example:Example:

FundingFundingSourcesSources

12.11

Funding Source and Contracts Naming Convention Policy

Standardized Contract

Names For CDPH-OA

Care Programs

EIP 06/07 CA/OAEIP 06/07 CA/OA

CSP 2006 CA/OACSP 2006 CA/OA

CMP 06/07 CA/OACMP 06/07 CA/OA

MCWP 2006 CA/OAMCWP 2006 CA/OA

HOPWA 06/07 CA/OAHOPWA 06/07 CA/OA

CARE/HIPP 06/07 CA/OACARE/HIPP 06/07 CA/OA

Program AcronymProgram Acronym Fiscal YearFiscal Year Funding SourceFunding Source

12.11

Funding Source and Contracts Naming Convention Policy

Contract Names For Ryan White

Programs

Part A 06/07 RWPart A 06/07 RW

Part C Part C 06/07 RW06/07 RW

Part D 06/07 RWPart D 06/07 RW

Contract/Program Contract/Program NameName Contract YearContract Year Funding SourceFunding Source

12.12

Funding Setup

12.12

Funding Setup

12.13

Agency Funding Sources Edit

12.13

Agency Funding Sources Edit

12.14

Creating Contracts Based on a Funding Source

12.15

Set up Primary Services

12.16

Setup Subservices

12.16

Setup Subservices

12.16

Setup Subservices

12.17

Agency Contracts

12.18

Services Provided Screen

12.18

Services Provided Screen

12.19

RDR/CADR Wizard

12.20

Flexibility in Funding, Contract and Services Options

FundingFundingSourcesSources

ContractsContracts

Primary and Primary and Secondary Secondary

Services Services ChecklistChecklist

Subservices and Subservices and Edit Default Edit Default

Units of ServiceUnits of Service

12.20

Flexibility in Funding, Contract and Services Options

FundingFundingSourcesSources

ContractsContracts

Primary and Primary and Secondary Secondary

Services Services ChecklistChecklist

Subservices and Subservices and Edit Default Edit Default

Units of ServiceUnits of Service•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

Staff and Agency Review

12.21

Staff and Agency Review

12.21

Staff and Agency Review

12.21

Staff and Agency Review

Standardized Contract

Names For CDPH-OA

Care Programs

EIP 06/07 CA/OAEIP 06/07 CA/OA

CSP 2006 CA/OACSP 2006 CA/OA

CMP 06/07 CA/OACMP 06/07 CA/OA

MCWP 2006 CA/OAMCWP 2006 CA/OA

HOPWA 06/07 CA/OAHOPWA 06/07 CA/OA

CARE/HIPP 06/07 CA/OACARE/HIPP 06/07 CA/OA

Program AcronymProgram Acronym Fiscal YearFiscal Year Funding SourceFunding Source12.21

Staff and Agency Review

FundingFundingSourcesSources

ContractsContracts

Primary and Primary and Secondary Secondary

Services Services ChecklistChecklist

Subservices and Subservices and Edit Default Edit Default

Units of ServiceUnits of Service

12.21

Staff and Agency Review

12.21

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

12.22

[Practice Site Launched]

12.22

FLASH Quiz – Choose the Correct Answers

• [insert Drag and drop+multiple choice exercise]

Flash element to be inserted

12.22

FLASH Quiz – Choose the Correct Answers

• [insert Drag and drop+multiple choice exercise]

Flash element to be inserted

12.22

[Reference: PDF files]

12.22

12.22