Employment Assistance Services

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Employment Assistance

Services

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LOGO Logistics

Training is from 9:30 am to 4:00 pm Restrooms Breaks/Lunch Cell Phones/E-Mail

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Registration Case Management

Assessment Barriers Goals and Tasks Services Notes

Group Exercise Documenting Employment EAS Batch, Follow up and Upgrade Process Using “Developed EAS Case Plan” Event Caseload Management

Agenda

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REGISTRATION

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LOGO Registration

After enrolling Job Seeker in EAS, remember to select the

appropriate program status

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LOGO Registration

Select DTA office and Authorization number. This

number can be documented in MOSES if not immediately

available.

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LOGO Registration

Select either BJS or SJS Recipient

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Click the yellow folder Icon, next to the EAS program enrollment on

the Basic Screen

History / Editing an Authorization Number

Now the DTA Authorization Number can be added or edited

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LOGO Registration

You can enroll the Job Seeker in Case Management when you

enroll them in EAS

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CASE MANAGEMENT

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LOGO Case Management Policy

Definition:“Case management is a method of providing

job seeker customers with a formal, structured plan of action designed specifically to identify an appropriate occupational goal and to develop a schedule of services that will empower them to overcome or mitigate any barriers to attaining their goal.”

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LOGO Successful Implementation:

The partnership between the Case Manager and the Customer implies distinct responsibilities for both parties, with the ultimate goal of moving the customer to suitable employment.

The EAS staff person will manage and coordinate the individual’s formal service plan as the Case Manager.

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LOGO Successful Implementation:

The Case Manager must monitor customer progress through the entire service delivery plan, no matter who provides the service.

Case plans will need to be clear, concise, and complete so any individual will be able to understand customer goals and progress.

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LOGOPoints to Consider When Developing a Case Plan:

Do assessments contain certifiable information? Avoid making judgments.

Are goals and tasks realistic and credible? Are they measurable?

Are all services provided recorded in a timely manner?

Will others viewing a case plan be able to clearly see a customer’s progress? Will they be able to identify what the customer has achieved?

Have all components of Case Management been addressed?

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CASE MANAGEMENT:ASSESSMENT

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LOGO An Assessment means doing things like:

Synthesize information coming from various assessments, and from case manager’s own assessment, into a single, comprehensive picture of the client’s situation;

If a client demonstrates a need for counseling, psychological services or medical treatment, check to see if he/she has been referred to those services;

Confirm factual information, suggest approaches and keep other service providers informed of the client’s goals; and

Advocate for the client by presenting issues to other services providers based on a partnership with the client.

*Taken from NVTI Case Management Training Curriculum

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LOGO The Assessment may include the following:

Orientation session; Initial Interview; Recognizing Special Needs and Barriers; Comprehensive Assessment

(Gathering Relevant Assessment Information); Identifying Case Management Factors; Initiating an Individualized Case Plan

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LOGO Whole Person Concept

Interests

Potential Skills

Education & Training

Transferable Skills

Personal Traits

Socioeconomic Factors

Leisure Time

Activities

Physical Capacities

*Taken from NVTI Case Management Training Curriculum

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LOGO The Assessment Tab

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CASE MANAGEMENT:BARRIERS

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LOGO Some Helpful Questions to Ask

Determining Barriers“Are there any conditions that would

restrict your job choice?”“Are there currently any family

obligations that would restrict you from immediate re-employment?”

“Do you have adequate transportation?”

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LOGO The “Barriers” Tab

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CASE MANAGEMENT:GOALS and TASKS

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LOGO Points to Consider When Developing a Case Plan:

Distinguishing a Goal from a Task

“An effective goal focuses primarily on overall outcomes rather than activity. It identifies where you want to be, and, in the process, helps determine where you are.”

Goals tend to be broader, and concentrate on more of a “destination” sense

Tasks are more “step” oriented, and often make up the components of a goal

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LOGO Goals vs. Tasks

Goals Obtain

Employment Complete

Education Resolve financial

issues

Tasks Write a resume

Contact training provider

Attend a credit counseling course

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LOGO Criteria for Goals

S.M.A.R.T.

Specific Measurable Attainable Realistic Traceable

*Taken from NVTI Case Management Training Curriculum

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LOGO Some Helpful Questions to Ask

Realistic Employment Related Goals“Describe the perfect work environment

for you.”“What are your bottom line needs

regarding travel, shift and base salary for your next job?”

“What education/certifications would improve your options?”

“Is there a growing or declining need for your current skills?”

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LOGO The “Goals” Tab

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LOGO Adding a Task

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LOGO Printing Goals and Tasks

Highlight the desired Job Seeker from the Job seeker Search screen, then select “Job Seeker Case Plan”

from the Documents file menu

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LOGO Printing Goals and Tasks

Click the “Advanced” button

Then de-select the sections you do not wish

to print

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NOTES

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LOGO Notes

The following constitutes good Notes:

Quote any statement exactly as it is stated Recognize pertinent information Write in specific, observable and measurable

terms Avoid using opinions, if a statement is an

opinion, make sure it is indicated If asked, explain why case notes are being

taken, how they will be used and where they will be kept

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LOGO Notes

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LOGO POORLY WRITTEN NOTES

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LOGO WELL WRITTEN NOTES

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LOGO Group Exercise

Break into 4 groups

Read VignetteGroup 1: AssessmentGroup 2: BarriersGroup 3: Goals/TasksGroup 4: Notes

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DOCUMENTING SERVICES AND CONTACTS

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LOGO Moses

After a note is saved, MOSES prompts the user to add a service

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LOGO Moses

CORE SERVICES

EMPLOYMENT

UNSUCCESSFUL CONTACTS

TESTING

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LOGO Case Management Related Services

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LOGO Documenting Contacts

Make sure contact information is up to

date

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LOGO Successful Contacts

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LOGO Unsuccessful Contacts

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LOGO Unsuccessful Contacts

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DOCUMENTING EMPLOYMENT

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LOGO Documenting Employment

Use “Found Employment” when

Job Seeker has a job prior to EAS enrollment

When using “Job Development”, service result must be set to “Hired” before

follow-up can be done

Use “Obtained” when Job Seeker gains qualifying EAS employment after

enrollment

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To document multiple jobs, determine the “Primary” Employment” to be used. Then

combine wage and hours for both. Document this in the “Description” field

Documenting EmploymentWhen selecting “Obtained

Employment” use “From BJS” or “From SJS” for Service Result

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FOLLOW-UP

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LOGO Follow-Up:

Follow-up services will be provided for at least thirty (30) days following Job Placement for the purpose of facilitating and supporting the transition and retention of EAS Participants into employment.

These services and activities include, but are not limited to:

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LOGO Follow-Up

Assessing the EAS Participant's adjustment to employment;

Sharing information regarding the EAS Participant's adjustment to employment with the SDA Case Manager;

Verification of employment status at the end of day one (1) of employment;

Verification of employment status at thirty (30) days after the job start date; and

Working with the employer as necessary, to ensure successful continuation of employment

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LOGO Follow-Up

Highlight the appropriate episode of employment, and click the

“Follow Up” button

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LOGO Follow-Up

Service Type: Enter in 1 month for

Follow-up

If the service result is “Employed”, changes

to the employment detail can be made from

this screen

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DOCUMENTING UPGRADES

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LOGO Upgrade

DCS will deliver Upgrade Services to provide the opportunity for employed recipients and former recipients to obtain better jobs and wage increases.

The goal of Upgrade Services is to help the EAS Participant realize a minimum five percent (5%) annualized salary increase.

Upgrade Services may include, but are not limited to:

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LOGO Upgrade

strategic career counseling that teaches how to improve skills to meet employer expectations;

counseling on how and when to approach employers for promotions;

how and when to move to a better job at a different employer;

job readiness; job development; testing; or job referral

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LOGO Upgrade

Change EAS status to “Upgrade”

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LOGO Upgrade

Be sure to add at least two services applicable

to “Upgrade”

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LOGO Upgrade

Highlight the Follow-up service and click on the

“Upgrade” Button

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LOGO Upgrade

(5%) annualized salary increase determiners

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LOGO Upgrade

If the service result is “Employment Not Upgraded”, be sure to change the program status on the Basic tab when appropriate

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UPGRADE FOLLOW-UP

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LOGO Upgrade Follow -up

This time, highlight the “Upgrade” service and click the “Follow-up”

button

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LOGO Upgrade Follow-up

Select “Upgrade Follow-up - 1 month” for the Service Type, then in

the Service Result, document whether the upgrade was “Retained”

or “Not-Retained”

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EAS BATCH

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LOGO EAS Batch

The “EAS Batch process can be used to determine if all the criteria have been met for BJS, SJS and

Upgrades

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LOGO EAS Batch

MOSES indicates which item is missing for a qualifying EAS

Placement

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Employment Goal status needs to be

changed to “Attained”

Edit Goal

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LOGO EAS Batch

Job Seeker now qualifies for EAS

Placement

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DEVELOPED EAS CASE PLAN EVENT

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LOGO EAS Developed Case PlanThree hours of services for development of a case plan

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LOGO EAS Developed Case PlanBe sure to enter event from the

Job Seeker record and NOT from the “Event Scheduling” Module

Click “ADD” then select “Developed EAS Case Plan from

the “Event Name” field

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LOGO EAS Developed Case Plan

Once the event has been saved in the Job Seeker Record, then all

the associated services are automatically generated in

MOSES

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CASE LOAD MANAGEMENT

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LOGO Caseload Management

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LOGO Caseload Management

All cases assigned to an individual are displayed here. The default view is “Open” cases only.

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LOGO Ticklers

The default view for ticklers are for the current day. Date ranges can be changed manually, or by using the “Filter Criteria”

button

Manual ticklers can be created by clicking on the “Add” button

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LOGO Ticklers

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LOGO Ticklers

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LOGO Additional Support

Technical:

MOSES 101/Case Management ManualMOSES Local ExpertMOSES Help Desk:

617-626-5656 moses@detma.orgMOSES Training Staff

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LOGO Additional SupportProgram:

Margaret (Peg) RyanSpecial Programs Operations617-626-5703mryan@detma.org

Paul MendoncaProgram Manager617-626-5686pmendonca@detma.org