CRM, LOC, RMN- Oh my!

Recent IT Upgrades and What’s Next

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Your Name.

DODD Online Applications

Your Name.

DODD Online Applications

Today’s Speakers

Lori HorvathDeputy DirectorMedicaid Development & Administration

Molly ShawCommunity Support Advisor,Policy and Strategic Direction

Thomas Lukose-BrightIT Manager,Information Technology

CRM Navigation

The following information can also be found in the CRM Navigation Guide available on the DODD website under Training>CRM Training.http://dodd.ohio.gov/Training/Documents/CRM%20Navigation%20Guide%20062915.pdf

CRM Navigation- Login at https://imagine.prodapps.dodd.ohio.gov

CRM Guide pg 6

CRM Navigation- Click Settings to Set-up Personal Options

CRM Guide pg 7

CRM Guide pg 10

CRM Navigation- Hierarchical Navigation Command Bar >> Modules >> Entities >> Records

Use the to choose a Module.

Use the to choose an Entity.

Use an to choose the Individual Record you want to work on.

Module

Command

Bar

Entity

CRM Guide pg 10

Clicking the drop down arrow within the

Command Bar reveals Modules available.

CRM Navigation- Hierarchical Navigation Command Bar >> Modules >> Entities >> Records

CRM Guide pg 12

CRM Navigation- Hierarchical Navigation Command Bar >> Modules >> Entities >> Records

Indicates More EntitiesAvailable

Clicking the drop down arrow next to the

Module reveals the Entities available with the

Module.

CRM Guide pg 12

CRM Navigation- Hierarchical Navigation Command Bar >> Modules >> Entities >> Records

From the Entity you can view a list of Records

and select the individual’s Record you wish to

work on.

CRM Guide pg 14

CRM Navigation- Dashboards

CRM Guide pg 13

CRM Navigation- Ribbon

Indicates More Options Available

The list of commands available in the Ribbon will

vary depending on which Entity the user has

chosen. CRM Guide pg 17

CRM Navigation-Quick Search

CRM Guide pg 22Or “jump to” all records beginning with a chosen

letter.

CRM Navigation- Filter

CRM Guide pg 29

CRM Navigation- Training and Toolshttp://dodd.ohio.gov/Training/Pages/CRMTraining.aspx

See pages referenced in this presentation

Level of Care

Level of Care Certification Training Modules

Changes to the LOC process and the LOC

assessment tool were reviewed in

• LOC Recorded Webinars

• LOC Manual

• LOC Training Modules for Certification

• All available on the DODD website>Traininghttp://dodd.ohio.gov/Training/Pages/default.aspx

LOC Application- Individual’s Front PageCommand Bar >> Modules >> Entities >> Records >>

LOC Application- From an Individual’s Front PageCommand Bar >> Modules >> Entities >> Records >> Eligibility Management

LOC Application- From an Individual’s Front PageCommand Bar >> Modules >> Entities >> Records >> Eligibility Management >> Add New Eligibility Management

Once all required information has been entered, click Save for the Next Stage button to become active.

LOC Application- Ribbon Features

LOC Application- RedeterminationsCommand Bar >> Waiver LOC Redet

LOC Application- Training and Toolshttp://dodd.ohio.gov/Training/Pages/CRMTraining.aspx

Including screen-

by-screen video

tutorials

LOC Application- Training and Toolshttp://dodd.ohio.gov/Training/Pages/CRMTraining.aspx

Restrictive Measures Notification (RMN) Application

• Currently a paper form

• Part of the Behavioral Support Strategies that Include Restrictive Measures Rule

OAC 5123:2-2-06http://dodd.ohio.gov/RulesLaws/Pages/RulesInEffect.aspx

• RMN Application availableSeptember, 2015

Right click on the

screen shape>

Format Shape > Fill

> Picture or texture

fill> File > choose

any picture that you

have saved as a file.

RMN ApplicationCommand Bar >> Modules >> Entities >> Records

From the Active Restrictive Measures Notifications dashboard, choose an Individual Record to work on or click +New to create a new Restrictive Measures Notification.

RMN ApplicationCommand Bar >> Modules >> Entities >> Records

Lamb Chop

Cuyahoga

07/01/1974

RMN ApplicationCommand Bar >> Modules >> Entities >> Records

Information is required for the individual about the person who developed the strategyand about the Targeted Behavior.

RMN Application- Target Behavior

RMN Application- Target Behavior

Clicking a Restricted Measure brings up a list of descriptors specific to that measure.

Lamb Chop

Cuyahoga

07/01/1974

+

Submit

To complete the process, change the Status from Draftto Submit, then click Save & Close.

RMN Application- Change Status

RMN Application- Training and Toolshttp://dodd.ohio.gov/Training/Pages/CRMTraining.aspx

RMN Guide• Navigating Restrictive Measures Notification in

CRM Video / PDF

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Next Brown Bag Thursday

8.27@ noonSELF Waiver

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