1. Minnesota CAREWare Super User Training

2. What Is a Super User? First call for help within your agency First call for help within your agency CAREWare trainer for new staff in your agency CAREWare trainer for new staff in your agency

3. Resources YOU !! YOU !! Minnesota CAREWare Help Desk Minnesota CAREWare Help Desk Set up new users, changes to user accounts, lockouts and password issues, Form I and II questions, general questions Help Desk Ticket: www.health.state.mn.us/carewarewww.health.state.mn.us/careware E-mail: health.cwpems@state.mn.ushealth.cwpems@state.mn.us Monday – Friday, 7:30 a.m. – 3:30 p.m.

4. Resources jProg CAREWare Help Desk jProg CAREWare Help Desk Assistance with custom reports (except Form I or II-related reports) and performance measures Phone: 877-294-3571 Email: Email: cwhelp@jprog.comcwhelp@jprog.com Monday – Friday, 11:00 a.m. – 4:00 p.m. CST Monday – Friday, 11:00 a.m. – 4:00 p.m. CST

5. CAREWare User Types A user may have more than one user type, depending on role in agency Agency Administrator  View non-clinical client data – cannot enter/edit  Run reports, including user login/logout  Create custom reports Case Management Administrator Same as Agency Administrator, plus:  View Form II data  View case notes and run case note reports  Set up users as case note authors  View clinical data (for shared clients)  Run clinical encounter report Clinical Administrator Same as Agency Administrator, plus:  View clinical data  View case notes and run case note reports  Run all clinical reports  Set up medications and clinical information  Set up users as case note authors, dispensers

6. CAREWare User Types A user may have more than one user type, depending on role in agency General Service Provider  View, enter and edit non-clinical client data  Enter and edit Form I  Run reports Medical Case Manager Same as General Service Provider, plus:  View, enter and edit Form II  Enter and view case notes and run case note reports  View clinical data (for shared clients)  Run clinical encounter report Clinical Provider Same as General Service Provider, plus:  View, enter and edit clinical data  Enter and view case notes and run case notes reports  Run all clinical reports

7. CAREWare User Types View Client Data Enter/ Edit Client Data View Service Data Enter/ Edit Service Data Form I Form II Case Notes View Clinical Data Enter/ Edit Clinical Data Run Reports Create Reports Agency Admin MCM Admin Clinical Admin General Service Provider Medical Case Manager ClinicalProvider

8. Minnesota CAREWare Central CAREWare MDH Admin PDI Providers Direct Entry Agencies MAP HCMC Open Arms DHS Aliveness Red Door Pinnacle Abbott NW Children’s AAATF RAAN MUL SAYFSM Mayo IPTF YAP West Side Part A and B Grantees HealthPartners Aliveness

9. Password Guidelines Three unique passwords required for the VPN, server, and CAREWare Three unique passwords required for the VPN, server, and CAREWare Minimum length of all passwords is 8 characters; passwords must contain: Minimum length of all passwords is 8 characters; passwords must contain:  At least one number, AND  At least one special character (!, @, #, $, %, ^, &, *) Passwords must not be disclosed to anyone Passwords must not be disclosed to anyone Passwords may be written down if they are kept in a secure space (e.g., locked office or locked drawer) Passwords may be written down if they are kept in a secure space (e.g., locked office or locked drawer) All three passwords must be changed every 120 days All three passwords must be changed every 120 days Idle user time-out for CAREWare is 30 minutes Idle user time-out for CAREWare is 30 minutes Idle user time-out for the WinSCP and server is also 30 minutes Idle user time-out for the WinSCP and server is also 30 minutes Accounts will be locked after 5 consecutive, unsuccessful login attempts Accounts will be locked after 5 consecutive, unsuccessful login attempts Contact the MN CAREWare Help Desk if you get locked out or forget your password Contact the MN CAREWare Help Desk if you get locked out or forget your password