Oregon ACCESS Inquiry Heather Williams x 340 What this includes Overview of Oregon ACCESS inquiry, navigation, narrative, limited data entry, and printing functions Geared toward non-eligibility staff!! What this doesnt include. Medicaid Eligibility Training Ongoing ACCESS Case Management APS Training CA/PS Training CMS Integration Objectives. This presentation is designed to introduce: Oregon ACCESS Navigation. Searching for People and Cases in Oregon ACCESS. Viewing client and case data in Oregon ACCESS. Limited data entry in Oregon ACCESS. Narrating in Oregon ACCESS. Printing forms and reports. Introduction ACCESS is an acronym for Automated Computer Capture and Storage System History The Oregon ACCESS project was started in mid Goal was to create a computer system to help automate the application and intake process. Since 1995, Oregon ACCESS has evolved into a large-scale multifaceted case maintenance system. Connections Oregon ACCESS is one of many computer systems that APD staff will encounter. It is connected to some, but not all, of the systems we may use. What Oregon ACCESS does: Data Storage Tool (Database) Case Maintenance Support Tools Many components Forms Reports Resource Assessment APS Case Reports Call Narrative CA/PS OAA NAPIS Resource Directory Integration Screening Provider Ticklers What Oregon ACCESS does NOT do: It does not make Medicaid financial eligibility determinations It does not issue medical, cash, or food benefits It does not issue home care worker vouchers It does not create CBC authorizations It does not create NF authorizations It does not communicate with the MMIS Design Can be used in the office or on field visits. Accommodates many different working styles. Many ways to accomplish the same task Does not force a set pattern of data entry Expectation of Use It is the application system APD and AAA offices use to capture information about the clients we serve. Integration with the Client Maintenance System (CMS) is the method that we use to transfer client information to the mainframe. Login & Main Menu Desktop Icons Production Training At login Depending upon your security rights and the way your computer is set up, you may see different things when you log in Person Search Half the Battle! Oregon ACCESS and Client Index (CI) are related Person exists in Client Index (CI) Person exists in Oregon ACCESS CI & OA Registered records Oregon ACCESS Registration If a person is known to CI AND known to Oregon ACCESS, the records can be connected through a process called Registration. Hey! I know you! Oregon ACCESS Search First: Searches the CI Database Second: Searches Oregon ACCESS A new person record can only be added to Oregon ACCESS after both CI and Oregon ACCESS have been searched. Person Search Criteria Search Criteria Prime ID SSN Name less = more! Sounds Like Search Search Results Interpreting the Person Search Results Search Result Scenarios 1. The Person exists in both CI and Oregon ACCESS AND the records are registered. 2. The Person exists in both CI and Oregon ACCESS BUT the records are not registered. 3. The Person exists in CI but does not exist in Oregon ACCESS 4. The Person exists in Oregon ACCESS but does not exist in CI. 5. The Person does not exist in either CI or Oregon ACCESS Person Search Result Scenarios Person Exists in CI Person Exists in OA If in both CI and OA is record registered? #1Yes #2Yes No #3YesNoN/A #4NoYesN/A #5No N/A Person Search Scenario #1 P erson exists in CI & OA AND records are registered. Person Search Scenario #2 Person exists in CI and OA, but records are not registered CI Search Results Person Search Scenario #2 (continued) Person exists in CI and OA, but records are not registered Oregon ACCESS Search Results Person Search Scenario #3 Person exists in CI but not in OA CI Search Results Person Search Scenario #3 Person exists in CI but not in OA OA Search Results Person Search Scenario #4 Person exists in ACCESS but not CI CI Search Results Person Search Scenario #4 Person exists in ACCESS but not CI OA Search Results Person Search Scenario #5 Person does not exist in CI or OA CI Search Results Person Search Scenario #5 Person does not exist in CI or OA OA Search Results Case Search The Oregon ACCESS Case Search function has the following limitations: Looks for Active Cases only Looks for Cases on which the person name entered is the Primary Applicant Only searches cases housed in the branch office into which the user is logged in. Person Detail Screen Complete a person search for CUP, TEA Active, Inactive, Archive Creating a Person and Case in Oregon ACCESS The Oregon ACCESS Case Persons and Contacts Screen Case Details Oregon ACCESS Client Assessment and Planning System This section of Oregon ACCESS is explained in the Oregon ACCESS CA/PS trainings Employment Initiative Program is obsolete. This section of Oregon ACCESS is not currently used. Oregon ACCESS Narrative Narratives are an official part of the Case Record!! A client or client representative may ask to see the case narrative at any time. Narratives are often introduced in hearings. Narrative Standards Enter in chronological order Complete narrative at the time of contact Be objective and factual Be descriptive, concise, complete Narrative Standards (continued) Check narrative for proper grammar and spelling Do not include any information on HIV/AIDS Do not include specific details of APS referrals record that a referral was made Be care with documenting domestic violence issues Printing/Forms Oregon ACCESS Reports