Adsystech, Inc.

NPI Reporting

2010 Visions ConferenceJuly 28, 2010

Adsystech, Inc.

Session OverviewTerms and DefinitionsWhere It Fits Within MISSetup ProcessUser ProcessQuestions & Answers

NPI Reporting for Local Agencies(1:15 to 2:30 pm Session)

Session Outline:

Adsystech, Inc.

Session Overview

Session Goals:This session will cover the basics of setting up your Contracts, Programs, Services and Milestones in order to create a correct NPI Report.

Importance:Since the NPI report is generated by Contract, the links between items are critical in order to see the correct data. There is a link between your Milestones, the NPI indicators and the Contract. There is also a link between the Services and the Contract, through the Funding Code. The session will walk attendees through the Set up process and also the User process.

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Terms and Definitions:• National Performance Indicator NPI – Mandated indicators of performance organized by the six

national CSBG goals covering programs and activities of CSBG funded agencies

• State Office – Designated state office that receives the federal CSBG grant which in turn funds eligible entities

 • Program – A set of services intended to meet a public need (Transitional Housing, Emergency

Assistance)

 • Program Component – A sub-level of a program designated to a narrowly focused service which will

result in achieving one or more outcomes

 • Activities – Services or interventions provided directly by staff or referral to assist clients in

completing milestones

 • Milestones – A noteworthy client achievement signifying the completion of a major event or

accomplishment

 • Outcome Scales – Measurement of progress on a continuum usually associated with progress

towards becoming more self-sufficient

 • Performance Measures – Accepted indicators (including NPIs) that can be used to measure service

delivery, achievement of outcomes, and success as measured in the three components of Community Action, family, agency and community

Adsystech, Inc.

Where It Fits Within MIS NPI Report Overview

System Administrator

Investor Goals

Performance Measures

Agency Administrator

Contract Details

Performance Measure Link and Projection

Funding Code with link to Contract

Services with Funding Code link

Milestone link to Contracted Target Area

Users

Enroll Client in Program

Generate Program Component

Record Service (attached to Milestone)

Record Completion of Milestone

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Investor GoalsSystem Administrator

Detail Process Flow:

1. All NPI Indicators are created here

2. Goal – Report looks for Numbers entered in this field and all associated Performance Measures will be displayed

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Performance MeasuresSystem Administrator

Detail Process Flow: All Performance Measures of

selected Investor Goal created here

1. Index matches NPI indicators, this will appear in popup on Contracts page

2. Performance Measure text will appear on Report and in popup on Contracts page

3. Several Performance Measures have specific wording required in Description field• 1.3 = Enhancement or Utilization• 6.3 = Infants & children, Youth or

Adult

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Contract – Details & Target LinkAgency Administrator

Detail Process Flow: Contract is active and has

current record in Details section1. Contract Number will be Report

Parameter2. FY Start and End date determine

Report Dates Performance Measure:3. Select a Measure to link4. Enter Title (can copy and paste)

5. Enter Performance Projection• Projection = Number of

Participants Expected to Achieve Outcome

• No number = no numbers on report!

Each Link will have a Target Area # that will help identify it on the Program Targets page• The number is located in the 4th

column of the Target Area Grid

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Funding CodeAgency Administrator

Detail Process Flow:1. Funding Code is created for each

Contract2. Select Contract to link in Grid

• Each Contract has a Contract Key# that will be displayed on Agency Listing page

3. Link using down arrow button• Use up arrow to remove link1

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Program Component and ServicesAgency Administrator

Detail Process Flow:1. Program Component is created

and active2. Service is created for each item

and active3. Service for 6.2 will have

additional setup• Activity Type = Service• New text field and Complete

checkbox• Field blank, check in box =

Milestone auto COMPLETE• Field named, no check in box =

Client counted as SEEKING• Field named, check = Client

counted as SEEKING and RECEIVING, Milestone is auto COMPLETE

6.2 may have one Program Component that includes all Services & Milestones, or you may have separate Program Components for each Milestone and Service combination

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Program Component and Services part 2Agency Administrator

Detail Process Flow:1. Service with Activity Type =

Energy will have new Process:• After Activity is recorded for Client

and Activity has been batched and paid, Milestone will automatically be marked COMPLETE

Check box is used only for Activity Type = Service

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MilestonesAgency Administrator

Detail Process Flow:1. Correct and current dates are set

for Program Component2. Milestone(s) is created for

Program Component and is checked InService

3. Select Contracted Target Area to link in Grid upper right• These are all the links created on

the Contracts page• Description = Contract Description• Title = Title from Contract page

for Performance Measure• Performance = Measure wording• Each item also has Target Key#

4. Link using down arrow button5. Grid shows all Contracted Target

Areas linked to selected Milestone

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Services Page ProcessUser

Detail Process Flow:1. Client must be entered into

Program and Program Component

2. If using multiple milestones, Milestone must be selected before recording Service

3. Record Service• Client counted as Enrolled in

Program • Service Date must be within

Contract FY Start and End Dates• Certain services will have checkbox

with label; User has option of checking box

• Check = Client is SEEKING and RECEIVING; no check = Client SEEKING

4. Mark Milestone Complete• Client counted as Achieving

Outcome• Must also have Service recorded

and linked to Milestone• Check makes Milestone auto

Complete• Client with no Milestone or Service =

not counted

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Energy Page ProcessUser

Detail Process Flow: Vendor Payments page Client

process1. Client will be entered into

Program Component2. Milestone and Service are

selected After Client payment is

approved, batched and paid, a job will run that will automatically count the Milestone as COMPLETE

Client will then be counted on report as Enrolled in Program and Achieving Outcome

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Questions & Answers