Company LOGO Employment Assistance Services
Feb 04, 2016
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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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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LOGO
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 [email protected] Training Staff
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LOGO Additional SupportProgram:
Margaret (Peg) RyanSpecial Programs [email protected]
Paul MendoncaProgram [email protected]