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Synced In! Building High Performance Case Management Teams - PowerPoint PPT Presentation


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Synced In! Building High Performance Case Management Teams. Engagement Report Uses – Sharing Session. Objectives. At the end of the training participants will be able to: Identify various uses of the Engagement Report Understand information found in the report

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slide1

Synced In!

  • Building High Performance Case Management Teams
slide3

Objectives

  • At the end of the training participants will be able to:
  • Identify various uses of the Engagement Report
  • Understand information found in the report
  • Use data to manage individuals in a caseload
  • Use data to manage program staff case loads
  • Use data to prepare participation strategies
slide4

OSST Report Columns/Headers

State View

Region

Core Only

Core Plus Only

Core and Core Plus

Deferred with Activity

Deferred with No Activity

Pre-penalty/pending Sanction with Activity

Pre-penalty/pending Sanction with No Activity

Other Activities

No Activities Greater than 15 days

No Activities Greater than 30 days

slide5

OSST Report Columns/Headers

Regional View

Units and Counties

Core Only

Core Plus Only

Core and Core Plus

Deferred with Activity

Deferred with No Activity

Pre-penalty/pending Sanction with Activity

Pre-penalty/pending Sanction with No Activity

Other Activities

No Activities Greater than 15 days

No Activities Greater than 30 days

slide9

Excel Report Columns/Headers

Identifying Information

Region/County/Unit

Last Name/First Name

OSST Case ID/Last four of SSN/Florida Case, when available

Florida Case, when available

Additional Information

Benefit Program, when available

Case Status: Applicant/Mandatory/Transitional

Open/Closed Indicator

slide10

Report Columns/Headers

Relevant Engagement Information

Highest Grade Completed

Youngest Child Age

In Recurring Benefit Payroll

Case Manager

Most Recent Mandatory Date

Number of months left of 48

slide11

Report Columns/Headers

Participation

Core Activity/Start Date (1-4)

Scheduled Hours/Actual Hours

Core Plus Activity/State Date (1-4)

Scheduled Hours/Actual Hours

Count of all Core Activities

Count of all Core Plus Activities

Count of ALL Activities

slide13

Report Columns/Headers

Participation, continued…

Total number of Core hours

Total number of Core Plus hours

Total number of Core and Core Plus hours

slide15

Report Columns/Headers

Services and Alternative Engagement

Support Services/Start Date/Anticipated End Date (1-4)

Most Recent Deferral/Begin Date/Last Follow-up/Next Follow up

Most Recent Pre-penalty request date

Most Recent Pre-Penalty Status

Most Recent TANF Sanction Request Date

Most Recent TANF Sanction Status