2. Leveraging CMT to Improve Performance
Cassandra Holzhauer, Research Analyst, Ventura County
Jean Hooper, Staff Information Systems Analyst, DCSS
David Kilgore, Chief Deputy Director, Los Angeles County
Jennifer Shank, Child Support Services Supervisor, Sonoma County
Susan to introduce speakers

3. Agenda Segmenting CMT to improve your caseload
Exporting your data to Excel
Tips and Tricks when working CMT
The Future of CMT
Cassandra and David will go over goals and objectives of the workshop

4. Lessons from Basketball
Cassandra will correlate CMT to the backboard when playing basketball. As the backboard is used to help you make a basket, so is CMT.

5. FILTER CRITERIA SELECTIONS
May use Preset Filters or select up to 12 additional from Manual Filter List
Jean will cover the next 3 filters we can not show during the workshop

6. Filter by Date Filter by Type of Date: For all date related fields
Jean

7. Filter by Type of Amount
Filter by Type of Amount: For dollar amount or percentages
Jean

8. Segmenting Your Caseload in CMT
Order
Obtained
Case Management
Cases with no order
Needs
Payment
Needs Locate
Generate S&C
Transition slide for talking about how we will now go to CMT to provide a demonstration of how we might segment cases in any given caseload
Needs Locate
NCP Served
Find Address
Default

9. Establishment
Case Management > Cases with no existing order > Cases with no S&C
To find cases that need an S&C
Case Management > Cases with no existing order > Cases with S&C but no valid address
To find cases where an S&C has been generated, but NCP is in locate
Case Management > Cases with no existing order > Cases with S&C, valid address, but not served
To find cases where an S&C has been generated and NCP needs to be served
After we have demonstrated CMT, we can quickly show how the next 3 slides will be apart of the PPT so they can review, add or delete what will work for them when they are back in the office

10. Enforcement
Case Management > Current Support Federal Performance Measure > Current Support FPM (preset filter = Enforcement)
Filter this by type of date, and work cases that have not received a payment this FFY
Case Function Lists > Enforcement > Medical Only (preset filter = Enforcement)
Filter this by case segmentation to find MNO or zero orders
Case Function Lists > Enforcement > Arrears only (preset filter = Enforcement)
Filter by last payment date to find arrears only cases where you need to obtain consistent payments
Case Management > Current Support Federal Performance > NCP older than 60 years old
Find NCPs with pending SSA benefits to issue a Lump Sum IWO

11. High Priority Projects
High Priority Projects - Could be Either Establishment or Enforcement
High priority projects > Cases requiring a monthly review > Cases with nonpaying active employer
Filter by last payment date to find cases where you need to follow up with the employer or NCP to obtain payments
High priority projects > Cases requiring a monthly review > Cases with self-employed NCP
Filter this by last payment date to find NCPs who are self-employed but have not made a payment recently
High priority projects > Cases requiring a monthly review > Cases with an unknown NCP name
To find cases that may qualify for closure or need follow up
Other Queries to Review
Case Management > Affects Multiple Performance Measures > NCP/CP with the Same Address

12. Tips and Tricks Hover over the word “notes”
Ctrl + up or down on the mouse to make the font bigger
LCSA Secured Website will time out after 60 minutes of inactivity
Work your cases in CMT when CSE goes down (locate cases)
Update the Next Follow up Date, Case Segmentation, and Notes
Customize the Segmentation Values for your County
The Last Submitted Query will be saved as a default
Click Save!
Jennifer will lead the conversation on tips and tricks. Jean will likely discuss #7

13. The Future of CMT
Jean will discuss the future of CMT

14. CMT Advisory Workgroup
Quarterly net meetings to discuss current changes, training issues, and enhancements
Information on the Advisory Group can be found on CA Central  Forums  CMT Advisory Group
All current enhancements can be found by selecting “Enhancements” from the left navigation pane
Users wishing to submit an enhancement should first obtain their Director’s approval

15. Cassandra Holzhauer Cassandra.Holzhauer@ventura.org Jean Hooper
David Kilgore
Jennifer Shank
Speakers names in alpha order