Welcome to IES Training! · • Perform File Clearance using the Master Client Index • View and...

Welcome to IES Training!

Welcome to IES Manager Training!

3 State of Illinois Integrated Eligibility System Implementation Project

Meet Your Instructors!

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Housekeeping

• Class Schedule

• Breaks & Lunch

• Restrooms

• Cell Phones

• Parking

• Email & Internet

• Emergencies


What is expected of you

• Training is your primary job while here

• Be open minded

• Stay on task

• Be respectful of others

• Ask questions

• Be prompt (AM/break/lunch)

• Don’t skip ahead of the class during demonstrations and instructor led

activities


Computer Based Training Completed

The content in this class builds on the content that you learned during your

prerequisite computer based tutorials.


What you can expect of us

• We will teach you how to use IES

• Answer your questions about IES

• Do our best to create a comfortable learning environment


Questions we cannot address

• Your office’s business processes

• DHS/HFS policy and procedures

Feel free to ask any question – if we

can’t answer it, we will record the

question to help find the answer!


Parking Lot

• Questions that we can not answer will be recorded in the Parking Lot and

shared with the policy or business process teams

• Feedback will be provided from the appropriate source. Check the IES

website for frequent updates and new information!


3 Components to IES Training

Computer

Based Tutorials

Classroom

Training

Online Help

Wizards


AG01 - Clerical Learning Objectives:

Upon completing this course, you will be able to:

• Navigate pages within IES and confidently use the Left Navigation

• Use IES Inquiry pages to find information

• View and add documents to the electronic case record

• View case and eligibility information on existing cases

• Transfer cases between offices


AG02 – Caseworker Learning Objectives:


• Navigate pages within IES and use Left Navigation

• Register and withdraw applications

• Use IES Inquiry options to find information

• Perform File Clearance using the Master Client Index


• View case and eligibility information in IES using Inquiry functions

• Schedule appointments during Application Registration

• Know the different tasks and reminders in IES and how to

complete them

• Determine eligibility and understand benefit issuance on

cases

• Record comments on cases in IES

• Make case changes within IES during intake

• Open cases and explain key points of the case

• Add and remove members from cases that have not been

approved and certified


AG03 – Manager Learning Objectives:

Upon completing this course, you will be able to::

• Use IES Inquiry options to answer customer and staff questions

• Troubleshoot common problems and assist caseworkers with common issues

• Setup and update the Default Office Schedule

• Override eligibility results and certification dates

• Setup employee profiles to allow for effective routing of cases

• Utilize reporting and monitoring capabilities within IES that can assist with managing

the office

• Request reports in IES


AG05 – PAEA Learning Objectives:







• View case and eligibility information in IES using Inquiry

functions

• Schedule appointments during application registration


complete them




AG08 – LTC Caseworker Learning Objectives:







• View case and eligibility information in IES using Inquiry functions

• Schedule appointments during Application Registration


complete them

• Determine eligibility and understand benefit issuance on

cases

• Record comments on cases in IES



• Add and remove members from cases that have not

been approved and certified


Introductions!

Let’s get to know one another! Please share…

• Your Name

• Your Office and Role

• One thing you hope to learn in this training

Quick Review on IES


Term Description

EDG An EDG (Eligibility Determination Group) is a group of

individuals that are tested together to determine eligibility for a

specific program. It can be composed of one or more

individuals in a single case (for example, parents, children,

grandparents, and other household members).

Certified Group

(CG)

One or more individuals who are eligible (Participation Status

is Eligible Child or Eligible Adult) for a particular type of

assistance (e.g. SNAP) and who share the same Eligibility

Determination Group (EDG). CG is equivalent to “assistance

group” in Federal regulations and similar to “benefit unit” in

the State of Illinois.

Individual

Number

An individual number is a unique identifier for each individual

within the IES system. This is similar to the RIN (Recipient

Identification Number).

Applicant An individual in a household requesting assistance.

Data

Synchronization

Refers to an interim data interface between the IES and CDB

that will be developed by Conversion. This will be in place

between Phase 1 and Phase 2.

IES Terminology


Term Description

Service

Coordination

(Case

Maintenance)

These are actions that need to be completed on active cases.

This could be a redetermination of eligibility for a program, a

client-reported change such as a change in residence or

income. This functionally will be added to IES in September

2015.

Role A role is a job function performed by an employee. For

example, local security administrator, caseworker, etc.

Business

Functions

A business function is a set of related screens that automates a

business process. For example, filling out an application is

completed through entering information on several pages.

Head of

Household

(Payee)

The Head of Household (or Payee) is the individual within an

application or case with lead responsibility for reporting case

changes and receiving notices about benefits.

Interface Refers to a data interface between IES and another system

(other than the CDB).

IES Terminology Continued


What’s different about IES

• Both Intake and Service Coordination will use the same system

• No need to switch between AIS and ACM after Phase 2

• Electronic Document Management

– You can upload verifications and case documents into IES for easy

viewing

– Always defer to local office procedures with regards to paper versus

electronic files

• Everything can be reviewed online

– History is stored in the system and is always available


Programs Supported by IES

• Cash Assistance Programs

– Temporary Assistance for Needy Families (TANF)

– Aid to the Aged, Blind or Disabled (AABD)

– Refugee and Repatriate Program (RRP)

• Food Assistance Programs

– Supplemental Nutrition Assistance Program (SNAP)

• Medical Assistance Programs


IES Functionality By Phase

Phase 1A-Intake (Oct 2013-Present)

• The Customer Self-Service Portal

(ABE) and the Community Partner

Module

• Intake Functions of the IES Worker

Portal

• Application Registration

• CPE and MPE functionality

• Data Collection

• Master Client Index

• Case Changes during Intake

• Verification Checklist

• Eligibility

• Electronic Case Record

• Tasks and Reminders

• Reports

• Case Transfer

• Online Interfaces/

Clearances

• Security

• IES Integration with Federally

Facilitated Marketplace

• Scheduling Functionality

• IES Customer Call Center & User

Support Center

Phase 2-Service Coordination

(Sept 2015)

• Service Coordination Functions of

the IES Worker Portal

• Case Changes during Service

Coordination

• Overpayment Calculation

• Calendaring and Scheduling

• Redeterminations

• Hospital PE functionality

• PSI Interface

• Additional Tasks and Reports

• Conversion of AIS/ACM

• Additional ABE customer

functionality:

• Check My Benefits

• Renew My Benefits

• Report My Changes

• Additional IES Worker Portal

Functionality:

• Correspondence

• Hearings/Appeals

• Full Electronic Document

Management

• Benefit Issuance

• Retirement of Legacy Systems


What’s in the Student Guide?

• Modules

– Hands on Exercises

– Step-by-Step Instructions

• Case Data Sheets

• Helpful Information

• Handouts (Job Aids)


Now you…

• Know the logistics of the facility and the training course

• Understand what is expected of you during the training course

• Recognize new IES terms

• Understand our class learning objectives

• Understand the basics of IES


NEXT STOP

IES and the Managers’ Role

27 State of Illinois Integrated Eligibility System Implementation Project 27

How will IES change things?

• You are not an IES Expert (and you

don’t have to be!)

• Your staff needs a different type of

mentoring during the IES transition

period.

• It is the Managers job to help support

and guide staff to the place where

they can get their answers from IES.

28 State of Illinois Integrated Eligibility System Implementation Project 28

Manager Role in a New IES Office

• Helping Caseworkers troubleshoot their casework

• Monitoring overdue work


A good working

relationship

with your staff

Strong IES inquiry

and

troubleshooting

skills

Tips for Successfully Working in IES

Use the tools

provided to you:

• Job Aids

• Online

Wizards

• Help Desk

Be ready to

learn and

ready to help

your staff

learn

Review of the 3 day Caseworker IES course


NEXT STOP

Welcome to IES Training! · • Perform File Clearance using the Master Client Index • View and...

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Transcript of Welcome to IES Training! · • Perform File Clearance using the Master Client Index • View and...