alameda county substitute payee program. 2 overview alameda county sub-payee web based computer...
TRANSCRIPT
ALAMEDA COUNTY SUBSTITUTE PAYEE
PROGRAM
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Overview
Alameda County Sub-Payee web based computer system.
Navigating the Alameda County
Sub-Payee Program System.
On demand reports.
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Accessing Sub Payee
How do I get in?
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To Logon to Substitute Payee
Web address – Save to your favorites https://alameda.panosoft.com/ALAMEDA/index.jsp?pp=Logon
User Name – This is your current 5 digit InSyst staff number (if your current staff number is 4 digits long you will need to enter a preceding 0, i.e. 1234 is entered as 01234).
When logging in the first time you must use the Temporary Password provided during your training session.
The system will prompt you to change your password after your initial logon.
Your Password must contain: 1 Number 1 Lower Case Letter 1 Upper Case Letter A minimum of 8 characters in Length
Note: The system will not allow you to reuse your last 10 passwords.
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Logon Screen
Enter your InSyst staff number here.
01234
Then enter the temporary
password.
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The system will require you to change your password at initial log on.
Must contain at least:1 Number
1 Alpha Lower Case 1 Alpha Upper
CaseBe a minimum of 8
characters
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Forgot Your User Name or Password?
Click here to reset your password. You will receive your temporary password via
e-mail from Panoramic.
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Initial Log In Screen
This screen displays the first time you access the system and allows you to customize your color scheme.
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Initial Log In Screen
Click on Case
Management to view
My Site Table
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My Site ViewThis screen displays the Sub-Payee clients opento your program.
To view
individual
client
data, single
click on the
client name.
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Face SheetThis screen displays when you click on a client’s name.
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Face Sheet Sections
There are 7 Facesheet sections
Click on a green
button to expand each
section.
Sidebar menu box is client specific
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Transactions
To view the client’s income & disbursements, click on “Transactions” on the sidebar menu.
CLICK HERE
The amount displayed is the client’s available balance.
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TransactionsCurrent Month table lists transactions that have occurred for thecurrent month and are anticipated for a future month.
Amounts in RED are disbursements.
To view details, click on an individual transaction.
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Transaction Details
You will be able to view:
Payee/Payor Payee’s address Check Number Amount of check Date Posted Reason for Payment Account number for Payee
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Budget Request Screens
Click on a row to view transmittal
details.
Click on “Budget Requests” to view
processed transmittals.
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Budget Request ScreensUse this screen to view transmittal type and notes.
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Budget Request Menu
Click Disbursements on the sidebar menu to view the transactions linked to the budget request (transmittal).
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Disbursement Table
Displays all disbursements linked to
the budget request.
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Disbursement Detail Screen
Clicking on an individual disbursement (prior slide) will display the details.
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Address History & Contacts
Click on Address History to view physical and mailing address history for client
Click on Contacts to view a list of contacts linked to the client.Contacts are people reported living with the client.
Reports
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CM Reports
Two Reports are Available:
Trans Details Ledger Report: This reports provides details of all
income, disbursements and a cumulative balance for the client for the time period you select.
Trans & Address Hist Report:This report provides address history details in addition to all of the information listed above for the client for the time period you select.
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Reports Menu
On the client’s sidebar menu, click on “CM Reports” to display available reports.
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Click on the report you would like to select.
Requesting Reports
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Date Range for the selected report:
► Enter the beginning date that you would like the report to cover.
► Click the Next button.
► Enter the end date that you would like the report to cover.
► Click the Finish button.
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Sample of the Trans Details Ledger Report:
You must use the print icon on the report viewer
when printing reports. DO NOT use the print
option on the Windows Tool Bar
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Contact Sub Payee Supervisor:
When security has been compromised
For system issues
Training for new users
Staff changes
Renee Plunkett (510) 383-1567 [email protected]
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Thank you for coming!
If you need help navigating the system, please contact:
Sub-Payee PSTs - (510) 383-1557or
Renee Plunkett – (510) [email protected]