SENIOR INFORMATION MANAGEMENT SYSTEM...

SENIOR INFORMATION MANAGEMENT SYSTEM (SIMS)

USERS CONFERENCE

JUNE 6 & 7, 2011

UMASS DARTMOUTH

Sponsored by

h a r m o n y m I N F O R M A T I O N s Y s T C M s tNC.

Massachusetts Executive Office of Elder Affairs & Harmony Information Systems, Inc.

Table of Contents

Letter from Secretary Ann L. Hartstein Massachusetts Executive Office of Elder Affairs

Letter from Chancellor Jean F. MacCormack University of Massachusetts Dartmouth

Letter from The SIMS Project Team Massachusetts Executive Office of Elder Affairs

Agenda at a Glance

Event and Session Descriptions

SIMS Directory

Campus Map and Directory

Notes

iii

DEVAL L. PATRICK Governor

TIMOTHY P. MURRAY Lieutenant Governor

ANN L. HARTSTEIN Secretary

SANDRA K. ALBRIGHT Undersecretary

Tel: (617) 727-7750 Fax: (6 1 7) 727-9368

TTY/TTD 1-800-872-0 166 www.mass.gov/elder

June 6, 2011

Dear SIMS Conference Participants:

Welcome to the 2011 Senior Information Management System (SIMS) Conference. I would like to extend a warm greeting to you and thank you for taking the opportunity to learn more about how to make the most of the EOEA data management system.

For the next two days, you will be working with EOEA's SIMS team and Harmony Information Systems, Inc. to enhance your data management skills to better meet the needs of the consumers you serve every day. This will add immeasurably to the Patrick Administration's goal of empowering consumers to take charge of their lives supported by the best trained personnel maintaining the most appropriate services to meet their needs.

As the Commonwealth's senior and disabled population expands, we are committed to streamlining our information system to make it easier for you to record and share data that will relieve the burden of paperwork thereby maximizing your efficiency and accessibility to the consumers you serve.

I n 2011, the first of the "baby boomers" will be celebrating their sixty- fifth birthdays at a rate of approximately 10,000 daily. I n Massachusetts, the senior population will increase from about 20% to more than 26% by 2030. At the same time, the senior population is living longer and presenting more challenges. These challenges prompt new opportunities such as development of this next generation of information management systems.

You are an essential part of the Elder Affairs network and I thank you, again, for the work you do every day to maintain the service network that supports all of MA consumers.

Sincerely,

Ann L. Hartstein

UMass I Dartmouth OFFICE OF THE CHANCELLOR

Dr. Jean F. MacCormack Chancel lor

May 19,201 1

Dear SlMS Conference Participant:

I want to welcome you to the University of Massachusetts Dartmouth. We are delighted to host the 201 1 S1MS Users Conference.

Universities exist, promote, provide and improve information and skills students need to succeed. For the next two days, you will be learning to use an updated version of the technology so essential in the service of the seniors you serve. Just as we believe UMASS Dartmouth expands the possibilities of our students, we know this conference will expand the possibilities of Massachusetts seniors, their families and caregivers.

Education and technology are dynamic: always changing to meet new needs. The program you master here will necessarily change as the aging population continues to grow. I salute you for your commitment to Massachusetts seniors and look forward to working with you today and in the future.

Off~ce of the Chancellor www.umassd.edu

University of Massachusetts Dartmouth 285 Old Westport Road North Dartmouth MA 02747-2300

Ph: 508.999.8004 Fax: 508.999.8860

DEVAL L PATRICK Oovanor

TIMOTHY P. MURRAY Lieutaunt Oovanor

ANN L HARTSTEIN Ssadsry

SANDRA K. ALBRIGHT u-

Tel: (617) 727-7750 Fax: (61 7) 727-9368

ITYm 1-800-872-0166 www.ma9s.gov/elda

June 6,2011

Dear SIMS Users,

We welcome you to the first Massachusetts SIMS Users conference. We have strived to assemble a conference agenda whlch wlll exceed your expectations. Your time as a professional in service to the Commonwealth's seniors is sincerely valued. Our hope Is that you wlil be leaving this conference better equipped to serve your clients, your agency, and the Commonwealth's programs.

Thls conference marks the year slnce lnltiatlng the SIMS project. It is hard to belleve that many of us began thls endeavor with the signlng of the contract at the end of 2004. The SIMS product has proven to be a vitlcal tool to asslst wlth the successful admlnlstratlon of M E A programs. We expect SIMS will continue to evolve and improve, and your active participation In thls conference will help steer the improvements.

We would llke to take thls opportunity to affirm our collegial commitment to you as SIMS users. The SIMS team fully embraces the misslon of the Executive Ofiice of Elder Affairs, and we work with a shared sense of purpose and responslbllity to support the Important work you do every day.

%?& Brendan Carroll Jim Ospenson

Sean Rogen

2011 SIMS Users Conference: General Information

Welcome Session

Join us on Monday, June 6 and Tuesday, June 7 in the morning for a welcome session featuring distinguished speakers. Reconnect with SIMS users from across the network, as well as the Team from Elder Affairs and Harmony. A continental breakfast will be available each morning before the start of the welcome session.

Date and Time: Monday, June 6 and Tuesday, June 7

Location: Main Auditorium (AUD)

Monday, June 6

Tuesday, June 7

Secretary Ann L. Hartstein Chancellor Jean F. MacCormack Secretary JudyAnn Bigby, M.D. Joseph Sander, President and CEO, Harmony Information Systems, Inc.

Secretary Ann L. Hartstein Diana DiGiorgi, Mass Homecare

User Conference Registration Desk

The registration desk will be located on the mezzanine level.

Hours:

Monday, June 6 - 8:OO-1l:OOa.m. Tuesday, June 7 - 8:OO-1l:OOa.m.

Lunch in the Commuter Cafe

On Monday, June 6 and Tuesday, June 7 Elder Affairs will host a lunch for all attendees.

Location: Commuter Cafe on the mezzanine level.

Coffee Breaks

On Monday, June 6 and Tuesday, June 7 Elder Affairs will host a coffee break for all attendees.

Location: Commuter Cafe on the mezzanine level.

2011 SIMS Users Conference: Agenda at a Glance

Monday, June 6, 2011

Breakfast

Registration

Welcome Session

Session I: Next Generation Update Harmony for Aging (HFA): Interdisciplinary Care Management, Part I

Lunch in Commuter Cafe

Session 11: IT Requirements for Next Generation Products/ Best Practices for Introducing Changes to Staff Harmony for Aging (HFA): Interdisciplinary Care Management, Part I 1 Harmony Provider Direct (HPD): Functionality Overview

Coffee Break on Mezzanine Level

Session 111: Harmony Advanced Reporting (HAR) Tool Harmony Consumer Caregiver Direct: Product Overview Harmony for Aging (HFA): Functions to Support Care Management Supervision Preparing for Harmony for Aging ( HFA): Training Overview

End of Day 1

2011 SIMS Users Conference: Agenda at a Glance

Tuesday, June 7, 2011

Breakfast

Registration

Welcome Session

Session I: Harmony for Aging (HFA): Fiscal Review & Challenges Harmony for Aging (HFA): Nutrition Service Management Harmony for Aging (HFA): Information & Referral Harmony's OmbudsManager: Product Overview Harmony for Adult Protective Service (APS): Product Overview

Lunch

Session 11: Harmony for Aging (HFA): Family Caregiver Support Program Overview Provider Direct: Billing Overview and Functionality Harmony for Aging (HFA): Nutrition Routes & Rosters 800AgeInfo.com: Overview Harmony's OmbudsManager: Reports Overview Harmony for Adult Protective Services (APS): Standard, Ad Hoc Reporting & Dashboards

Coffee Break on Mezzanine Level

Session 111: Data Reporting and Analytics: Overview Nutrition Discovery and Feedback Options Counseling NORS: Reporting & Massachusetts Specific Business Processes NAPIS SRT: Review

End of Conference

Executive Directors Session

Monday, June 6 11:OO a.m.- 2: 30 p.m. Location: Woodland Commons

The Executive Directors Session be independent from the rest of the Users Conference on day one. This will allow staff from EOEA and Harmony to have an in-depth, free- flowing conversation with ASAP Executive Directors relative to the implementation of the Next Generation of SAMS. The conversation will take place from 11:OO a.m. until approximately 2:30 p.m. in the Woodland Commons. A working lunch will be included.

Topic I:

Harmony Massachusetts Briefing: Supporting AoA, SUA's, and AAAs

Harmony Senior Staff will present a "state of the product" message to the Executive Directors. They will discuss their product in a national context, focusing on the common thread among all customers, as well as implementation in other states.

Presenter: Peter Tiernan (EOEA) John Byer (Harmony) Brendan Carroll (EOEA)

Topic 11:

The SIMS Roadmap: The Last Five Years and the Next Five Years

Harmony Staff will review the SIMS Project ( implementation, updates & enhancements, and current initiatives)

Presenter: Jason Lenihan (Harmony) Joan O'Rourke (EOEA)

Topic 111:

ASAP Analytics: Maximizing Program Monitoring and Client Outcomes

SIMS Project Team Staff will facilitate an executive level discussion on how ASAP'S can maximize SAMS data to support managerial oversight and objectives.

Presenter: Peter Tiernan (EOEA) Keith Ewell (Harmony) Joan O'Rourke (EOEA) Wey Hsiao (EOEA) Sean Rogers (EOEA)

EOEA SlMS User Group Conference: Day 1, Monday, June 6,2011

AUD Room 202 - - - - - . . I Main Auditorium (AUD) I - - -- - - AUD Room 204 - - - - - - - / LARTS Room 117 1

I - Woodland Corn

I - -

Conference Tracks

External PortallProviders

Next Generation IT & Training

Executive

Continental Breakfast Registration

Harmony for Aging (HFA): lnterdisciplinary Care

Harmony Massachusetts Briefing: Supporting AoA,

Presenter: James Os~enson (EOEA SUAs. and AAAs

lnterdisciplinary Care Management

Presenter: Tom Laba Andy ~ e r ~ u s o r i ( ~ 0 ~ ~ j

(Harmony) Joe Quirk (EOEA)

Joan O'Rourke (EOEA) Susan Tompkins-Hunt (EOEA) Marv Ellen Covne IEOEA)

lnterdisciplinary Care Management Supervisors

IT Requirements for Next Gen Products1 Best Practices for

Introducing Technology Changes to Staff

12:30 - 1130

Presenter: Tom Laba (Harmony)

Brendan Carroll (EOEA)

~har i -~emont-~oore (EOEA) Max Wilcox (Harmony) -- -- -

Group Lunch I I I

Harmony for Aging (HFA): lnterdisciplinary Care Management, Part I1

Presenter: James Ospenson (EOEA) Andy Ferguson (EOEA)

Joe Quirk (EOEA) Susan Tompkins-Hunt (EOEA) ,

Mary Ellen Coyne (EOEA) Shan Lernont-Moore (EOEA)

Max Wilcox (Harmony)

Coffee Break

Harmony Provider Direct (HPD) - Functionality

Overview

Presenter: Sean Rogers (EOEA)

Harmony Advanced Reporting (HAR) Tool

3:15 - 4:45 1 presenter: Keith Ewell

Preparing for Harmony for Aging

(HFA): Training Overview

1 Harmony for Aging (HFA): Functions to Support Care

1 Presenter: Tom Laba (Harmony) 1 Andy ~er~uso; (EOEA) I Presenter: Brendan Jason Lenihan (Harmony) Joe Quirk (EOEA) Carroll (EOEA)

Harmony Consumer .

- - -,

I Presenter: John Byer (Harmony)

Peter Tieman (EOEA)

Management Supervision

Working Lunch The SlMS Roadmap: The

Last Five Years and the Next Five Years & ASAP

Analytics: Maximizing Program Monitoring and

Client Outcomes

Caregiver Connect: Product , Overview i

Presenter: Jim Ospenson (EOEA)

I Presenter: Peter Tieman (EOEA) 11

Jason Lenihan (Harmony) Keith Ewell (Harmony) t_-- Wey -- Hsiao I (EOEA)

I

. . 1 Susan ;;;g;s-~unt [ Max ~ i l c o x ( ~ a r m o n ~ )

-- - -- a- -

EOEA SlMS User Group Conference: Day 2, Tuesday, June 7,201 1

Conference I Tracks

8:OO - 9:30 8:OO - 11 ZOO

9:30 to 10:30

! LARTS Room 209 j AUD Room 202

Next GenerationllT i Finance and & Training ' Contracts

I Harmony for I Aging (HFA): I Fiscal Review & 1 Challenges I

Presenter. Sean I Rogers (EOEA) ! Peter Tieman

( E O W

I

Harmony for Aging (HFA): Family Provider Direct:

Caregiver Support 1 Billing Overview Program Overview ! and

I Functionality Presenter: Brendan Carroll /

( E O W I Presenter: Sean Sheila Donahue-King I Rogers (EOEA)

( E O W

: Data Reporting , and Analytics:

Overview

i Presenter: Sean : Rogers (EOEA)

LARTS Room I 17 1 AUD Room 204

Nutrition I&R

Continental Breakfast Registration

Welcome Session I

Harmony for Aging ! (HFA): Nutrition . Harmony for Aging

Service (HFA): Information & Management ' Referral

Presenter: Andy I Presenter: Brendan Carroll Ferguson (EOEA) , ( E O W

Shirley Chao (EOEA). Annette Peele (EOEA) Amy Sheeley (EOEA)

Group Lunch

i Harmony for Aging

(HFA): Nutrition , 800Agelnfo.com: Routes & Rosters Overview

Presenter: Andy Presenter: Jim Ospenson Ferguson (EOEA) ( E O W

Shirley Chao (EOEA) . Joan O'Rourke (EOEA) Amy Sheeley (EOEA)

Coffee Break Nutrition Discoverv I - .

and Feedback ) Options Counseling Presenter: Andy

Friedman (Harmony) ; Presenter: Brendan Carroll Andy Ferguson (EOEA). ; ( E O W

Pete Tieman (EOEA) j Rachel Weiner (EOEA) Shirley Chao (EOEA), I

Amy Sheeley (EOEA) : - - -

LARTS Room 116 LARTS Room 21 0 0

I APS Ombudsman !

I Harmonv for Adult :

Harmony's / protective Service , I OmbudsManager: Product ! (APS): I

Overview I Overview I

Presenter: Jason Lenihan 1 Keith (Harmony) (Harmony)

Mindy Burns (EOEA) 1 Magie DiMennO : (EOEA)

I Deb Fogarty (EOEA)

I Harmony for Adult Protective

Harmony's I Services (APS): : OmbudsManager: I Ad ' Reports Overview I &

/ Dashboards Presenter. Jason Lenihan

(Harmony) I Presenter. Keith . Mindy Bums (EOEA) Ewell (Harmony) ,

I Margie DiMenno ! ( E O W 1 Deb Fogarty(E0EA)

I NORS: Reporting & I I NAPIS SRT: I Massachusetts Specific I Review

I

Business Process I

I Presenter. Ted , Presenter: Jason Lenihan I Zimmerman (EOEA) ,

(Harmony) I Max Wilcox (Harmony) Mindy Bums (EOEA)

Monday, June 6,2011

Featured Sessions

Next Generation Update

The next generation of the Social Assistance Management Systems (SAMS) is coming and we want to make sure users are ready. This session will feature a discussion on preparing for implementation of the new software.

Presenter: Joan O'Rourke (EOEA) Tom Laba (Harmony)

Who Should Attend: SME's, Trainers, and MIS Staff

Location: AUD Room 202

Harmony for Aging (HFA): Interdisciplinary Care Management, Part I

EOEA staff will provide an overview of the new look &feel for basic care management tasks in Harmony for Aging (HFA), the next generation of SAMS. The session will include a review of the consumer record, general assessment functionality, and the components of consumer care management, including care plans, service plans, suspensions, journal notes, and co-pays.

Presenter: Andy Ferguson/Jim Ospenson (EOEA) Max Wilcox (Harmony) Joe Quirk (EOEA) Susan Tompkins-Hunt (EOEA) Shari Lemont-Moore, RN (EOEA) Mary Ellen Coyne, RN (EOEA)

Who Should Attend: Care Managers, Nurses, Care Manager Supervisors, Nurse Managers, and other staff who work with care management.


12:30 p.m.-1:30 p.m. Lunch in Commuter Cafe

I T Requirements for Next Generation Products/ Best Practices for Introducing Technology Changes to Staff

Harmony Staff will discuss the IT Requirements for Next Generation Harmony for Aging (HFA), as well as a deployment plan, timeline and strategies to introduce these changes to users.

Presenter: Tom Laba (Harmony) Brendan Carroll (EOEA)

Who Should Attend: IT Staff and MIS Managers


Harmony for Aging (HFA): Interdisciplinary Care Management, Part I1

Expanding on an earlier session, EOEA staff will continue an overview of the new look &feel for basic care management tasks in Harmony for Aging (HFA), the next generation of SAMS. The session will focus on more in-depth topics including activities & referrals, service order creation, service delivery creation, useful reports, custom searches, the user dashboard, the CDS and CCTF assessment forms, including the Nursing Module.

Presenter: Andy FergusonIJim Ospenson (EOEA) Max Wilcox (Harmony) Joe Quirk (EOEA) Susan Tompkins-Hunt (EOEA) Shari Lemont-Moore, RN (EOEA) Mary Ellen Coyne, RN (EOEA)

Who Should Attend: Care Managers, Nurses, Care Manager Supervisors, Nurse Managers, and other staff who work with care management.


Harmony Provider Direct (HPD): Functionality Overview

A SIMS Project Team Member will review an in-depth demonstration of Provider Direct. The demonstration will include a review of Provider Direct's organizational security structure, as well as business functionality. The business functionality demonstration will include, work queue management, consumer lists, service order/delivery, reports, and search capabilities.

Presenter: Sean Rogers ( EOEA)

Who Should Attend: Fiscal Staff, Service Coordinators, and Home Care staff who interact with providers on a daily basis.

Location: LARTS Room 117

3:00 p.m. -3:15 p.m. Coffee Break on Mezzanine Level

Harmony Advanced Reporting (HAR) Tool

Harmony Senior Staff will discuss Harmony's New Advanced Reporting (HAR) tool. The session will overview the successor of the Agency Reporting Tool (ART), demonstrating the advances in technology and the benefits to the HAR application, including a discussion on reporting roles.

Presenter: Keith Ewell (Harmony) Jason Lenihan (Harmony)

Who Should Attend: IT Staff and MIS Managers


Harmony Consumer Caregiver Direct: Product Overview

A Senior Staff Member from Harmony will deliver a high level overview of Harmony's Customer Facing Applications, Caregiver and Consumer Direct. These applications allow for users to share data from Harmony for Aging (HFA) to consumers and their caregivers through a secure web site, allowing for unprecedented collaboration and transparency.

Presenter: Tom Laba (Harmony)

Who Should Attend: All interested parties

Location: Main Auditorium ( AUD)

Harmony for Aging (HFA): Functions to Support Care Management Supervision

EOEA staff will continue to provide an overview of the new look & feel for basic care management tasks in Harmony for Aging (HFA), the next generation of SAMS. This session will focus on supervisory tasks, including activities & referrals, reports, custom searches, departments, goals and worksheets. I n addition, we will discuss business rules for recording information in SAMS relative to the Waiver Quality Measures (WQM's).

Presenter: Andy Ferguson/Jim Ospenson (EOEA) Max Wilcox (Harmony) Lynn Vidler (Lifetime) Joe Quirk (EOEA) Susan Tompkins-Hunt (EOEA) Shari Lemont-Moore, RN (EOEA) Mary Ellen Coyne, RN (EOEA)

Who Should Attend: Care Manager Supervisors, Nurse Managers, SIMS SME's, Program Directors and Quality Managers. Care Managers and Nurses are also welcome to attend.


Preparing for Harmony for Aging (HFA): Training Overview

Members of the SIMS Project Team and Harmony Staff will discuss how to prepare users for the successful transition to Harmony for Aging (HFA). Harmony will showcase the latest innovations in their online educational offerings using the Learning Management System.

Presenter: Brendan Carroll ( EOEA) Max Wilcox ( Harmony)

Who Should Attend: SIMS SME's and Trainers


Tuesday, June 7,2011

9:30-10:30a.m.- Welcome Session

Featured Sessions

Harmony for Aging (HFA): Fiscal Review & Challenges

SIMS Project Team Staff will provide a forum for fiscal staff t o discuss past and present challenges as they relate to SIMS and ELD Fiscal Operations, as well as possible system enhancements1 suggestions.

Presenters: Sean Rogers (EOEA) Peter Tiernan (EOEA)

Who Should Attend: Fiscal Staff


Harmony for Aging (HFA): Nutrition Service Management

Nutrition Program Staff will provide an overview of the new look &fee l of Harmony for Aging (HFA), the next generation o f SAMS, with a particular focus on nutrition operations and service management.

Presenter: Andy Ferguson (EOEA) Shirley Chao (EOEA) Amy Sheeley (EOEA)

Who Should Attend: Nutrition Staff


Harmony for Aging (HFA): Information & Referral

Information and Referral (I&R) Program Staff will provide an overview of the new look &feel of the Information & Referral sections in Harmony for Aging (HFA). I n addition, we will review new features and functionality, including an overview of the new user interface, the enhanced search, and updates to assessment screens.

. Presenter: Brendan Carroll (EOEA) Annette Peele (EOEA)

Who Should Attend: I&R Supervisors and Staff


Harmony's OmbudsManager: Product Overview

A Harmony Staff Member will lead a discussion on the recent release of Harmony's OmbudsManager, with a review of the application, implementation and upcoming features, and a Q W session.

Presenter: Jason Lenihan (Harmony) Mindy Burns (EOEA)

Who Should Attend: Ombudsmen


Harmony for Adult Protective Service (APS): Product Overview

Adult Protective Service (APS) Program Staff will provide an overview of APS management and the new Harmony for APS version 7.5.

Presenter: Keith Ewell (Harmony) Margie DiMenno (EOEA) Deb Fogarty (EOEA)

Who Should Attend: APS Staff


12:OO p.m. -1:OO p.m. - Lunch in the Commuter Caf6

1 Harmony for Aging (HFA): Family Caregiver Support Program O v e ~ i e w

Family Caregiver Support Program Staff will provide an overview of the new look & feel of the Family Caregiver Support Program sections in Harmony for Aging (HFA), the next generation of SAMS. Users will see new general features and functionalities, including the new user interface and updates to the assessment screens.

Presenter: Brendan Carroll (EOEA) Sheila Donahue-King (EOEA)

Who Should Attend: Caregiver Supervisors & Caregiver Staff

I Location: LARTS Room 209

Provider Direct: Billing Overview and Functionality

This session will provide a detailed view of Provider Direct's Billing Module. Areas to be covered will be, Delivery Methods, EVI-Out Replacement Reports, File Upload Functionality, Billing Errors, Service Delivery Reports, Agency Invoices, and a discussion on how PD Billing will impact Agency Billing Staff.

Presenter: Jason Lenihan (Harmony) Sean Rogers (EOEA)

Who Should Attend: Fiscal Staff


Harmony for Aging (HFA): Nutrition Routes & Rosters

Nutrition Program Staff will provide an overview of the new look &feel and functionality of Harmony for Aging (HFA), the next generation of SAMS, with a focus on route and roster management.

Presenter: Andy Ferguson (EOEA) Shirley Chao (EOEA) Amy Sheeley (EOEA)



800AgeInfo.com: Overview

Members from the SIMS Project Team will lead a topical discussion of 800AgeInfo. This session will focus on the 800AgeInfo For Professionals area to include SIMS Support, Home Care/Clinical and Provider Direct sections. Additionally, there will be a discussion on provider maintenance procedures for 800ageinfo.com.

Presenter: Jim Ospenson (EOEA) Joan O'Rourke (EOEA)

Who Should Attend: Case Manager Supervisors, SAMS SMEs, Program Directors, I&R staff.


Harmony's OmbudsManager: Reports Overview

Ombudsman Program Staff will demonstrate how to create reports in OmbudsManager and provide an overview of report changes in the new version. The session will conclude with reports Q&A.




Harmony for Adult Protective Services (APS): Standard, Ad Hoc Reporting & Dashboards

APS Program Staff will provide an overview of the existing standards, ad hoc reports, and the new APS dashboards.

Presenter: Keith Ewell (Harmony) Margie DiMenno (EOEA) Deb Fogarty (EOEA)

Who Should Attend: APS Users


2:30 p.m.- 2:45 p.m.- Coffee Break on Mezzanine Level

Data Reporting and Analytics: Overview

A SIMS Project Team Member will cover data retrieval, reporting, and analysis. This session will then show how data can be used to drive and improve agency performance.

Presenter: Sean Rogers (EOEA)

Who Should Attend: IT Staff, QA Staff, and others interested in data analytics


Nutrition Discovery and Feedback

A Harmony Staff Member will facilitate a discussion regarding how Massachusetts tracks nutrition services. This discussion will help Harmony investigate new software opportunities, specifically related to nutrition business practices. This feedback will be used to help drive future software development, of which there is no established release date.

Presenter: Andy Friedman (Harmony) Andy Ferguson (EOEA) Pete Tiernan (EOEA) Shirley Chao (EOEA) Amy Sheeley (EOEA)



Options Counseling

Option Counseling Program Staff Members will review the data entry requirements and processes for the Options Counseling program. This session will act as a refresher to the statewide training provided in Fall 2010. Users will also see new features and functionalities of Harmony for Aging (HFA).

Presenter: Brendan Carroll (EOEA) Rachel Weiner (EOEA)

Who Should Attend: Options Counselors and Options Counselor Supervisors


NORS: Reporting & Massachusetts Specific Business Processes

A staff Member from Harmony will review the latest updates on NORS requirements and utilization, specifically how Massachusetts compares with other states.




NAPIS SRT: Review

A NAPIS Program Staff Member will review the National Aging Program Information System (NAPIS) State Reporting Tool (SRT) preparation strategies, data assessment methods, and the 2011 revisions. The session will discuss how data in the SRT is retrieved from SAMS and ways in which such data can be verified.

Presenter: Ted Zimmerman (EOEA)

Max Wilcox (Harmony)

Who Should Attend: AAA Planners and Fiscal Staff


SIMS Team Directory

Joan O'Rourke EOEA Chief Information Offtser (CIO)

Joan is the CIO for the Executive Office of Elder Affairs and is accountable for the day to day operations of all IT related initiatives. Joan's core responsibilities include the coordination, support & management of EOEA's Enterprise Senior Information System (SIMS) and it's 3300 statewide end users, the management of the six member SIMS business analysts unit, the design & maintenance of the 800ageinfo website and its content, and any special information technology projects and/or system upgrades. I n additional, Joan is also the EOEA designate Information Security Officer (ISO) and ensures that all EOEA IT systems remain in compliance with EHS system security related policies & regulations.

Brendan Carroll Training Manager/ Business Analyst

Brendan has been a member of the SIMS team since 2006 and serves as a SIMS Business Analyst and Training Manager. As the training manager, Brendan is responsible for conducting and coordinating statewide trainings and webinars for SIMS users and providers. He is the SIMS Business Analyst for Information & Referral, Family Caregiver Support Program, NAPIS, and Options Counseling.

Margie DiMenno SIMS Support Specialist/APS Business Analyst

Margie provides application support t o the Adult Protective Services (APS) and Senior Information Management System (SIMS) user communities. She is responsible for the management of issues and problems which the users encounter with the APS and SAMS software. Replication and resolution of issues in house, escalation of issues, implementation of software updates, and coordination of announcements and communications with ASAPIAAA users are amongst her assigned tasks. Margie, also, coordinates User Request Forms (URFs) and implements approved changes to the administrative structure (adding and editing out-of-state addresses, provider records, care programs & services, etc.)

Andy Ferguson SIMS Support Manager/ Nutrition Business Analyst

Andy joined the SIMS team in the Spring of 2007 from Harmony Information Systems, Inc. As a Senior SIMS Support Specialist, Andy is responsible for coordinating problem management with the SIMS software, escalating issues to Harmony, managing implementation of software updates, and facilitating communication with the ASAP/AAA users. As the Nutrition Business Analyst, Andy works with EOEA Nutrition staff to train nutrition users on best practice recommendations.

SIMS Team Directory

Jim Ospenson SIMS Home Care & Clinical Business Analyst

Jim has been involved with SIMS since its procurement in 2005. As Business Analyst for Home Care and Clinical, he has worked to implement Waiver Quality Measures and various assessments such as the CDS-2 and Financial Assessments. He participates as technical liaison to the Person- Centered Planning and SIMS Advisory Team workgroups. He is Design Lead and content manager for 800ageinfo.com, and is currently working to implement modules of 800ageinfo.com For Pro- fessionals, presenting information of interest to professionals in the Massachusetts elder network. At present, he is spending most of his time as Project Manager to the implementation of Harmony Provider Direct.

Sean Rogers SIMS Finance Analyst

Since joining the Executive Office in February of 2010, Sean has played an instrumental roll on the SIMS Team. As the Finance Business Analyst for SIMS, Sean is charged with ensuring that the finance modules in the application are operating as designed and providing process guidance to network. I n addition, Sean is the primary analyst for the Agency Reporting Tool (ART). I n this role, Sean interacts with ASAP IT and Finance staff as to how agency staff can best use the ART data as a true business tool. Currently, Sean is allotting most of his time to the Provider Di- rect Application Implementation as a Project Manager. Some of Sean's other duties include Home Care Waiver revenue operations and building local applications utilizing SIMS data as a means to support select ELD fiscal operations.

R UMass I

Dartmouth Maincampus Campus map online: www.umassd.eduMour

Bui ld ing N a m e (abbreviation) I A Liberal Arts (IARTS) / I Main Audi r ium MUD) C Maclean Campus Center (MCC)

Campusstore Blue & Gold Welme Center UMass Pass Office

D Resident Dining Hall (RDIN)

E Residence Halls Aspen Hall (AS) Birch Hall (BR) Chestnut Hall (CH) Elmwood Hall (EIJ Evergreen Hall (EV) Hickory Hall (Ha hy Hall (IV) Maple Ridge Hall (MRJ Oak Glen Hall (06) Pine Dale Hall (PD) Roberts Hall (RB) willow 0

F Foster Administration (ADMIN) Academlc Ahrising Bursar and Registrar financial Aid Graduate Admissions Office Professional &Continuing Education Uniwaily Enmllment Center

G Public SafetylSteam Plant (PSSP)

H Visual and Performing Arts Building

(CVPA) I Tripp Athletic Center (GYM)

J Claire T. Carney Library (LIB)

K Saence and Engineering Lecture Halls (SELEC)

L Science and Engineering (SENG)

M Textile (TW) N Violette Research WlOL)

0 Karam Campanile (BELL)

P Amphieater

Q Entrance Kiosk (ENTK)

R Auditorium Annex (AUDX) Adm&rions Office

Parking by Color Code Residential East Campus Residence Halls only 0 Visitors: pre-registered park in lot 5, all other visitors park in lot 6A

Residential Woodland Residence Halls only Visitors to Admissions Office and Welcome Center only (limited spaces available) Residential Cedar Dell Village only Permit parking only facultym, staff 0, and commuter students: ::',

Open to facultylstaff only, from 7am-3pm, Monday-Friday

5 Charlton College of Business (CCB)

T Dion Science and Engineering (DION)

U Cedar Dell Village

V Woodland Commons (WOOD)

W Health Se~ces Modular Building (HLTH)

X Research Building (RSCH)

SENIOR INFORMATION MANAGEMENT SYSTEM...

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