1. Introduction to the LSNTAP NEW Interactive Case Management Report November 13, 2009 Kathleen Brockel and David Bonebrake

2. NTAP NEW Interactive Case Management Report New Report developed in conjunction with the CMS Advisory Group Feature list compiled based on RFPs from Pine Tree & Washington State

3. Selecting & Implementing CMS, 2004 Report Selecting & Implementing CMS, 2004 Report Authors: Julia Gordon & Colleen Cotter Report evaluated various case management systems and reported on the factors for consideration. This report features an appendices with various CMS charted and compared by distinct indices. Download report here: http://www.lsntap.org/?q=node/190

4. Two Sections to the Report Vendor Feature List with Comments User Rating and Comments

5. The New CMS Report Todays Demo First: The Vendor Feature List 15 Sections with many subsections Check off + Comments Second: How to participate Reviewer ratings and comments Third: Finding information The users view

6. New CMS Rpt includes these CMS systems Pika Legal Files Legal Server Kemps Caseworks Practice Manager Time

7. Vendor Feature List Allows vendors to check off features included in the CMS Allows vendors to add a comment regarding the feature 15 major sections with about 100 sub points

8. Vendor Feature List 1. Calendar 2. Conflict of Interest 3. Connectivity 4. Contact Management 5. Document Assembly 6. Document Management 7. Grants and Contracts 8. Human Interface and Usability

9. Vendor Feature List 9. Intake, Eligibility, Referrals, Opening & Closing Cases 10. Pro Bono & Volunteer Management 11. Publication 12. Reporting 13. Security and Data 14. Timekeeping 15. Training

10. Demo 1: The Vendor Feature List Site Home Page Vendor Feature Display Sample NTAP CMS Vendor Check-off Vendor Comments Customization Notes

11. Demo 2: How to Rate & Comment Linked to lsntap.org registered user, or create an acct Demographics Reveal who I am Position Program Size # of Offices Product Version Star rating Overall Ease of Use Reporting Customization Vendor Support. Comments Post-launch adding feature to permit vendor replies

12. Demo 3: How to View Information View overall star ratings View individual comments Sort ratings Chronological Reverse chronological Highest rating Lowest rating View vendor features View vendor comments Print

13. Launch Info Vendors to complete the vendor feature list NTAP hosting live vendor showcases in 2010 for each CMS Program Ratings + Comments Prizes $25 Amazon gift certificate drawing on 12/7/09

14. To Use the CMS Report Go to lsntap.org, click on CMS tab If you are an lsntap.org registered user, you can log in (if not create an account) Enter your ratings and comments today!

15. Need help?

16. THANK YOU Kathleen Brockel kathleen@lsntap.org kathleen@lsntap.org David Bonebrake Project Coordinator david@lsntap.org david@lsntap.org