IST Training - cysmis.files.cyscopa.com

74
Presented by Jennifer Santana, Cr Six Steps Successful In COPA CYS Annual Fiscal Conference March 17 th -19 th , 2008 IST Training

Transcript of IST Training - cysmis.files.cyscopa.com

Page 1: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Six Steps

Successful

InCOPA

CYS Annual Fiscal Conference

March 17th-19th, 2008

IST Training

Page 2: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

• Two ways to find your child:– Conduct a Child Search– Conduct a family search

Searching for your families and enrolled children

Page 3: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Located in the Enrollment Section in COPAChild and Family Social Security Number should be added in COPA, Unless

1) Parent/child does not have one or

2) Refusal

Do not forget to include this

Agency Name and Site will follow the child throughout the entire process-Please keep this in mind

Step 1-Family Application-

Page 4: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Step 1- Family Application- Cont’d

Note: your family size must equal the total family members

Page 5: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Agency are to check off “No income” only if the family is not receiving income. This should not be checked as a way to speed up the process.

Not Every Not Every income is income is employmentemployment

Step 1- Family Application- Cont’d

Page 6: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Step 1- Family Application- Cont’d

Page 7: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Employment and Training InformationEmployment and Training Information

Step 1- Family Application- Cont’d

Page 8: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

• If the system tells you the family file is already in COPA contact CYS before going any further.

WARNING: Another record with the same Social Security Number is already in the system. This record belongs to Agency: CYS, Site: Blue North. If you have made an error, use your browser's BACK button to return to the previous screen. Otherwise, please contact your COPA Administrator.

If this happened after submitting family or child information, an enrollment request form must be emailed to Jennifer Santana, or at last resort faxed•Faxed to 312-743-0400•Emailed to [email protected]

•Or agency may contact

Page 9: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Birth DateBirth Date

Page 10: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Remember to Identify which type of application you are submittingRemember to Identify which type of application you are submitting

Application TypeApplication Type

Page 11: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Childcare hours must reflect parent employment/training scheduleChildcare hours must reflect parent employment/training schedule

Page 12: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

This includes collaboration childrenIf the family is in need for full year or full day-Indicate it on the child program information

Page 13: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

• Policy 01.03.02-EmploymentChildcare hours must be reasonably related to the hours the parent is at work or school

Page 14: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

If this happened after submitting family or child information, an enrollment request form must be emailed to Jennifer Santana, or at last resort faxed•Faxed to 312-743-0400•Emailed to [email protected]

Or agency may contact

What next???

Page 15: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

CYS ONLYTransferring children to already existing family files.

Page 16: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

What needs to be done on the waiting list

• Confirm family/child income status• Confirm changes in program model and

option and that they are consistent to one another. This includes site locations

• Confirm General Information is Accurate-Ex. Social security number, birth date, parent name, parent birth date, etc.

Step 3- Waiting List

Page 17: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

• If a child is considered “Over Income” for HS, yet qualifies for Childcare Services,

COPA will not allow the child to be removed from the waiting list.

Step 3- Waiting List- Cont’d

If this happens, fax a handwritten HSEV form with proof of income to Craig Zemke at 312-743-0400.

Over Income Cases

Page 18: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Family Members

This = This

Step 3- Waiting List- Cont’d

Page 19: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Family Members

This = This

Step 3- Waiting List- Cont’d

Page 20: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Step 3- Waiting List MovementRemember to select agency/site information prior to moving the child from the waiting list

Eligibility date must be updated to proceed with enrollment

To move child, Click on “Accept Eligible Children”

Page 21: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Hidden Filter!!!

Once you have picked an agency/site/classroom to enroll the child, Click on “Enroll.” COPA will move the child from the eligible/accepted list to the classroom.

Page 22: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Finally Enrolled!!!!!

Page 23: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

You must enroll the family to receive services, COPA will not enroll/discontinue services, you must do this manually.

Before printing your 3455…

Step 5- Editing your child/family file after enrollment

Page 24: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

You must add all family and household members

Note: When adding a family member you must select what type of family relation. If you do not check this section, family members will not be added onto the 3455.

Before printing your 3455…

Step 5- Editing your child/family file after enrollment Cont’d

Page 25: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Members Section Income

Step 5 - Editing your child/family file after enrollment Cont’d

Add income in Add income in members sectionmembers section and and Family Income SectionFamily Income Section

Page 26: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

• Primary Caregiver + Secondary Caregiver + Enrolled children + family members section = # in Family.

Simple Math!!!

***What is the one exception where this ***What is the one exception where this may not be true?may not be true?

Step 5 - Editing your child/family file after enrollment Cont’d

Page 27: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Answer- Foster Cases

• Child is considered “Primary Caregiver” and the family # is 1.

• Foster parent goes under family members section

***What is the one exception ***What is the one exception where this may not be true?where this may not be true?

Page 28: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Special CasesSpecial cases are approved by Camille Harmon and Annette Rallins- Once cases are approved the type of case will be displayed on your 3455.

Page 29: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Step 6- Print your 3455

Page 30: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Step 6- Print your 3455 Cont’d

Page 31: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Make all needed changes before worrying!!!

If the system tells you that the activity number related to child’s program model and option is missing contact

Step 6- Print your 3455 Cont’d

Or call the help desk

Page 32: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Step 6- Print your 3455 Cont’d

Page 33: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Attendance after enrollmentClicking on the pencil will allow you to take and modify attendance

Confirm accurate dates..

Page 34: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Attendance after enrollment

Non-Scheduled Day

Non-Class Day

Holiday

Page 35: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Attendance after enrollment

Remember to identify absentee reason as excused or unexcused, along with form of follow up and any comments needed

Page 36: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

TEN DAY WINDOW!!!• Remember you have

ten days to take attendance

• Attendance for more than ten days old will not be accessible.

Page 37: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke

Each time a child changes from one program model to another, the child must be terminated and wait listed with the new program model.

1. Family Application

3. Waiting List

6. Print your 3455

5. Editing your child/family file after enrollment

Page 38: IST Training - cysmis.files.cyscopa.com

1

Presented by Jennifer Santana, Craig Zemke 1

Six Steps

Successful

InCOPA

CYS Annual Fiscal Conference

March 17th-19th, 2008

IST Training

Page 39: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 2

• Two ways to find your child:– Conduct a Child Search– Conduct a family search

Searching for your families and enrolled children

Page 40: IST Training - cysmis.files.cyscopa.com

3

Presented by Jennifer Santana, Craig Zemke 3

Located in the Enrollment Section in COPAChild and Family Social Security Number should be added in COPA, Unless

1) Parent/child does not have one or

2) Refusal

Do not forget to include this

Agency Name and Site will follow the child throughout the entire process-Please keep this in mind

Step 1-Family Application-

Page 41: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 4

Step 1- Family Application- Cont’d

Note: your family size must equal the total family members

Page 42: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 5

Agency are to check off “No income” only if the family is not receiving income. This should not be checked as a way to speed up the process.

Not Every Not Every income is income is employmentemployment

Step 1- Family Application- Cont’d

Page 43: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 6

Step 1- Family Application- Cont’d

Page 44: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 7

Employment and Training InformationEmployment and Training Information

Step 1- Family Application- Cont’d

Page 45: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 8

• If the system tells you the family file is already in COPA contact CYS before going any further.

WARNING: Another record with the same Social Security Number is already in the system. This record belongs to Agency: CYS, Site: Blue North. If you have made an error, use your browser's BACK button to return to the previous screen. Otherwise, please contact your COPA Administrator.

If this happened after submitting family or child information, an enrollment request form must be emailed to Jennifer Santana, or at last resort faxed•Faxed to 312-743-0400•Emailed to [email protected]

•Or agency may contact

Page 46: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 9

Birth DateBirth Date

Page 47: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 10

Remember to Identify which type of application you are submittingRemember to Identify which type of application you are submitting

Application TypeApplication Type

Page 48: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 11

Childcare hours must reflect parent employment/training scheduleChildcare hours must reflect parent employment/training schedule

Page 49: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 12

This includes collaboration childrenIf the family is in need for full year or full day-Indicate it on the child program information

Page 50: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 13

• Policy 01.03.02-EmploymentChildcare hours must be reasonably related to the hours the parent is at work or school

Page 51: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 14

If this happened after submitting family or child information, an enrollment request form must be emailed to Jennifer Santana, or at last resort faxed•Faxed to 312-743-0400•Emailed to [email protected]

Or agency may contact

What next???

Page 52: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 15

CYS ONLYTransferring children to already existing family files.

Page 53: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 16

What needs to be done on the waiting list

• Confirm family/child income status• Confirm changes in program model and

option and that they are consistent to one another. This includes site locations

• Confirm General Information is Accurate-Ex. Social security number, birth date, parent name, parent birth date, etc.

Step 3- Waiting List

Page 54: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 17

• If a child is considered “Over Income” for HS, yet qualifies for Childcare Services,

COPA will not allow the child to be removed from the waiting list.

Step 3- Waiting List- Cont’d

If this happens, fax a handwritten HSEV form with proof of income to Craig Zemke at 312-743-0400.

Over Income Cases

Page 55: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 18

Family Members

This = This

Step 3- Waiting List- Cont’d

Page 56: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 19

Family Members

This = This

Step 3- Waiting List- Cont’d

Page 57: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 20

Step 3- Waiting List MovementRemember to select agency/site information prior to moving the child from the waiting list

Eligibility date must be updated to proceed with enrollment

To move child, Click on “Accept Eligible Children”

Page 58: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 21

Hidden Filter!!!

Once you have picked an agency/site/classroom to enroll the child, Click on “Enroll.” COPA will move the child from the eligible/accepted list to the classroom.

Page 59: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 22

Finally Enrolled!!!!!

Page 60: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 23

You must enroll the family to receive services, COPA will not enroll/discontinue services, you must do this manually.

Before printing your 3455…

Step 5- Editing your child/family file after enrollment

Page 61: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 24

You must add all family and household members

Note: When adding a family member you must select what type of family relation. If you do not check this section, family members will not be added onto the 3455.

Before printing your 3455…

Step 5- Editing your child/family file after enrollment Cont’d

Page 62: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 25

Members Section Income

Step 5 - Editing your child/family file after enrollment Cont’d

Add income in Add income in members sectionmembers section and and Family Income SectionFamily Income Section

Page 63: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 26

• Primary Caregiver + Secondary Caregiver + Enrolled children + family members section = # in Family.

Simple Math!!!

***What is the one exception where this ***What is the one exception where this may not be true?may not be true?

Step 5 - Editing your child/family file after enrollment Cont’d

Page 64: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 27

Answer- Foster Cases

• Child is considered “Primary Caregiver” and the family # is 1.

• Foster parent goes under family members section

***What is the one exception ***What is the one exception where this may not be true?where this may not be true?

Page 65: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 28

Special CasesSpecial cases are approved by Camille Harmon and Annette Rallins- Once cases are approved the type of case will be displayed on your 3455.

Page 66: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 29

Step 6- Print your 3455

Page 67: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 30

Step 6- Print your 3455 Cont’d

Page 68: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 31

Make all needed changes before worrying!!!

If the system tells you that the activity number related to child’s program model and option is missing contact

Step 6- Print your 3455 Cont’d

Or call the help desk

Page 69: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 32

Step 6- Print your 3455 Cont’d

Page 70: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 33

Attendance after enrollmentClicking on the pencil will allow you to take and modify attendance

Confirm accurate dates..

Page 71: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 34

Attendance after enrollment

Non-Scheduled Day

Non-Class Day

Holiday

Page 72: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 35

Attendance after enrollment

Remember to identify absentee reason as excused or unexcused, along with form of follow up and any comments needed

Page 73: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 36

TEN DAY WINDOW!!!• Remember you have

ten days to take attendance

• Attendance for more than ten days old will not be accessible.

Page 74: IST Training - cysmis.files.cyscopa.com

Presented by Jennifer Santana, Craig Zemke 37

Each time a child changes from one program model to another, the child must be terminated and wait listed with the new program model.

1. Family Application

3. Waiting List

6. Print your 3455

5. Editing your child/family file after enrollment