1. Bergen/Passaic Training for e2 Paterson Facilitated by: Angel Lopez Mike Bodnar Rich Chrobak Serge Virodov January 30, 2012 City of Paterson

2. Overview

3. Primary uses for Bergen/Passaic eCOMPAS 1.Data Entry 2.Fiscal Billing 3.Reporting 4.Collaboration and Sharing

4. Types of Agencies that use eCOMPAS 1.Hospitals 2.Clinics 3.Community based resource centers 4.Counseling Centers

5. Types of Agency Staff that use eCOMPAS 1.Directors 2.Case Managers 3.Medical Personnel 4.Non Medical Personnel/Data Entry Personnel

6. Topics of Bergen/Passaic Training Session 1.Client Data Entry 2.Fiscal/Billing Entry 3.Agency Information Sharing/Consents 4.Reporting

7. eCOMPAS Login Screen Above is the login page of the e2Paterson System. In addition to logging in here you can also access the client satisfaction survey, needs assessment survey, providers resource guide and affiliated sites like AIDSNJ.org.

8. Changing Password To change your eCOMPAS account password click the “MY ACCOUNT” link at the top of the page. Enter your current password and then type in the password you would want it to be twice. Once done click “CHANGE PASSWORD and the message in green will be displayed that it will be successfully changed. Note: All password must contain one capital letter, one number and must be 6-15 characters long.

9. New Client Entries/Intakes To create a new client intake click the “NEW CLIENT” button to start creating a new client in the e2 Paterson System.

10. New Client Entries/Intakes After clicking the “NEW CLIENT” button a page will come up named the Create New Client Page. All fields with the exception of middle name must be filled out. Once the entry is complete click the “CREATE NEW CLIENT” button to create the client. This will then take you inside the new records created under the “GENERAL INFORMATION” tab.

11. Searching for Existing Clients To search for a client select one option from each of the dropdown menus and type in the client ID and click the “GET CLIENT” button and the system will open that record. If difficult remembering any numbers on the record the dropdown at the bottom of the page can be used to search for the client alphabetically.

12. Searching for Existing Clients/Editing Demographic Information Once accessing a client record the above box will be at the top of the page letting you know what record you are working under and all the basic information that was entered at the time of client intake. It will also display alerts, last medical visit and HIV care provider.

13. Editing Client General Information In the general information tab you will be able to view client information and edit and editable fields. For faster navigation you may click the links shown in green under the tabs to go to that specific section of the page. The following slides will display the rest of the page.

14. Editing Client General Information

16. Once all information has been entered/edited to execute the changes click the APPLY CHANGES button. Also note for if any reason you need to delete the client due to error click the “DELETE CLIENT” button

17. Service Entry Individual and Group

18. Service Entry Individual and Group

19. Service Entry Individual and Group

20. Service Entry Individual and Group

21. Service Entry Individual and Group

22. Service Entry Individual and Group

23. Service Entry Individual and Group

24. Service Entry Individual and Group

25. Medical Data Entry

43. Client Referrals/Client Sharing

45. Outcomes

48. Retention

49. Alerts

53. Useful Links

54. Reports

55. Advanced Demographics 1.Drilling Down of Clients 2.Break Down By/Filters 3.Save as a Favorite 4.Excel Export

56. Advanced Demographics

57. Indicators 1.Drilling Down of Clients 2.Break Down By/Filters 3.Save as a Favorite 4.Excel Export

58. Reports/Indicators

59. Cross Collaborative

60. Services & Productivity 1.Track Services Provided 2.View Staff Productivity 3.Filtering

61. Services & Productivity

62. Client Roster Report 1.Track Clients Provided 2.View last Service Date 3.Filtering

63. Client Roster Report

65. TST Results

66. One-Click Billing 1.View Financial Data for your Agency 2.Time Savings 3.View Detailed Reporting of Services Provided 4.Submitted Monthly to Grantee

67. One-Click Billing

68. RSR Report 1.Huge Time Saver 2.Federal Requirement 3.Clickable, drill-down data

69. RSR Report