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Bergen/Passaic Training for e2 Paterson. Facilitated by: Angel Lopez Mike Bodnar Rich Chrobak Serge Virodov. January 30, 2012. City of Paterson. Overview. Primary uses for Bergen/Passaic eCOMPAS. Data Entry Fiscal Billing Reporting Collaboration and Sharing.

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bergen passaic training for e2 paterson
Bergen/Passaic Training for e2 Paterson

Facilitated by:Angel Lopez

Mike Bodnar

Rich Chrobak

Serge Virodov

January 30, 2012

City of Paterson

slide3

Primary uses for Bergen/Passaic eCOMPAS

  • Data Entry
  • Fiscal Billing
  • Reporting
  • Collaboration and Sharing
slide4

Types of Agencies that use eCOMPAS

  • Hospitals
  • Clinics
  • Community based resource centers
  • Counseling Centers
slide5

Types of Agency Staff that use eCOMPAS

  • Directors
  • Case Managers
  • Medical Personnel
  • Non Medical Personnel/Data Entry Personnel
slide6

Topics of Bergen/Passaic Training Session

  • Client Data Entry
  • Fiscal/Billing Entry
  • Agency Information Sharing/Consents
  • Reporting
slide7

eCOMPAS Login Screen

Above is the login page of the e2Paterson System. In addition to logging in here you can also access the client satisfaction survey, needs assessment survey, providers resource guide and affiliated sites like AIDSNJ.org.

slide8

Changing Password

To change your eCOMPAS account password click the “MY ACCOUNT” link at the top of the page. Enter your current password and then type in the password you would want it to be twice. Once done click “CHANGE PASSWORD and the message in green will be displayed that it will be successfully changed.

Note: All password must contain one capital letter, one number and must be 6-15 characters long.

slide9

New Client Entries/Intakes

To create a new client intake click the “NEW CLIENT” button to start creating a new client in the e2 Paterson System.

slide10

New Client Entries/Intakes

After clicking the “NEW CLIENT” button a page will come up named the Create New Client Page. All fields with the exception of middle name must be filled out. Once the entry is complete click the “CREATE NEW CLIENT” button to create the client. This will then take you inside the new records created under the “GENERAL INFORMATION” tab.

slide11

Searching for Existing Clients

To search for a client select one option from each of the dropdown menus and type in the client ID and click the “GET CLIENT” button and the system will open that record. If difficult remembering any numbers on the record the dropdown at the bottom of the page can be used to search for the client alphabetically.

slide12

Searching for Existing Clients/Editing Demographic Information

Once accessing a client record the above box will be at the top of the page letting you know what record you are working under and all the basic information that was entered at the time of client intake. It will also display alerts, last medical visit and HIV care provider.

slide13

Editing Client General Information

In the general information tab you will be able to view client information and edit and editable fields. For faster navigation you may click the links shown in green under the tabs to go to that specific section of the page. The following slides will display the rest of the page.

slide16

Editing Client General Information

Once all information has been entered/edited to execute the changes click the APPLY CHANGES button. Also note for if any reason you need to delete the client due to error click the “DELETE CLIENT” button

slide17

Service Entry

Individual and Group

slide18

Service Entry

Individual and Group

slide19

Service Entry

Individual and Group

slide20

Service Entry

Individual and Group

slide21

Service Entry

Individual and Group

slide22

Service Entry

Individual and Group

slide23

Service Entry

Individual and Group

slide24

Service Entry

Individual and Group

slide55

Advanced Demographics

  • Drilling Down of Clients
  • Break Down By/Filters
  • Save as a Favorite
  • Excel Export
slide57

Indicators

  • Drilling Down of Clients
  • Break Down By/Filters
  • Save as a Favorite
  • Excel Export
slide60

Services & Productivity

  • Track Services Provided
  • View Staff Productivity
  • Filtering
slide62

Client Roster Report

  • Track Clients Provided
  • View last Service Date
  • Filtering
slide66

One-Click Billing

  • View Financial Data for your Agency
  • Time Savings
  • View Detailed Reporting of Services Provided
  • Submitted Monthly to Grantee
slide68

RSR Report

  • Huge Time Saver
  • Federal Requirement
  • Clickable, drill-down data