Agency-wide Data Management Technology

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1 Agency-wide Data Management Technology

2 Centralized Data Management

3 Centralized Intake Ability to Integrate All Agency Programs Ability to Identify All Eligible Programs Ability to Identify All Required Documents Benefits: Reduce Intake time Reduce Case Management Time per Client Reduce Number of Client Visits Reduce Administrative Cost

4 Client Kiosk External Application (computers in lobby or URL on website) Multi-lingual Intake (104 different languages!) Automated Program Eligibility Required Document Upload Capability Review Application Status View Service History Conduct Secure Custom Survey Syncs to CAP60 for verification; once verified client is entered into unduplicated system

5 104 Language Translations

6 Review previous applications status; view service history

7 Automated Eligibility

8

9 Text boxes Drop-down menus Radio buttons Question logic to target specific information Real-time aggregation and reporting of client responses

10 Clients can be directed to surveys connected with their profile Anonymous surveys also available

11 Comprehensive Case Management List, Track, and Digitally Store Documents Automates Internal & External Referrals Built-in Calendar with Appointments & Follow-ups Customizable Self-Sufficiency Matrix

12 Customizable Self-Sufficiency Matrix Create unlimited domains to measure client progress over time

13 Customizable Self-Sufficiency Matrix Automate goal enrollment and achievement based on scores and movements on the Matrix

14 Intuitive Workflow Modular system Customized user access based on position in the agency Comprehensive Case Summary page Program information; services available and service history; list of required documents (complete with electronic upload); listing of forms and applications to be completed; ROMA goals (or custom goals); follow-up, appointment, notes and referral area. Alert System Alert user regarding overdue forms Customizable alerts for characteristics of concern

15 Streamlined Reporting Clearly identify which data fields on intake forms are used for reports Agencies can designate particular data fields as required to ensure the fields are filled-out

16 Reporting Accuracy

17

18 State Kiosk Easily aggregate all CSBG reports IS Survey; Sections D-G; Goals 1-6; OPS Assessments State has ability to retrieve agency s entered data Eliminate duplicate entry into another system Facilitate communication between state and agencies Follow-up trackers Event manager Autodialer and Texter Document Wizard

19

20 ROMA Next Gen Proposed Requirements Unduplicated Client Count ROMA Next Gen Already included in CAP60 CAP60 Response Revised NPI s Baseline reports to gather client information before receiving services Report on community level efforts in progress CAP60 s process: When the finalized goals are announced we will enter them to our test/development database. Once the goals go into effect, the goals will go-live in client databases. Clients can feel assured these goals will be live and available in their databases. NASCSP will provide this is the coming time, once produced by NASCSP this will be integrated in our streamlined intake process. This data will partially be collected through the new NPIs provided by NASCSP. CAP60 has the ability to include narratives in reports. NASCSP has also discussed a tool to measure this progress, CAP60 will work with NASCSP to integrate this tool. State and National Level Reporting CAP60 has developed a database which allows for easy transmission of reports to state level. This database was created so agencies do not have to duplicate data entry for the reports.

21 Baseline Reports Proposed baseline reporting for both individual and households Included in streamlined intake Ability to upload supporting documents i.e. proof of income sources and non-cash benefits

22 Updated Section G (All Characteristics report) Updated measurements will be included in Section G report Still capable of drill-down for auditing

23 New Performance Indicators All new NPIs to be included per each overarching goal Still capable to map goals to particular services Able to automatically enroll clients in goals based on Self-Sufficiency Matrix Scores

24 CAP60 All-Inclusive Support Unlimited Users Free Training Free System Updates Unlimited Storage System Unlimited Live Technical Support *Optional On-Site Training

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