leveraging cmt to improve performance cassandra holzhauer, research analyst, ventura county jean...

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

Agenda

Segmenting CMT to improve your caseload

Exporting your data to Excel

Tips and Tricks when working CMT

The Future of CMT

Lessons from Basketball

FILTER CRITERIA SELECTIONS

■May use Preset Filters or select up to 12 additional from Manual Filter List

Filter by Date

■Filter by Type of Date: For all date related fields

Filter by Type of Amount

■Filter by Type of Amount: For dollar amount or percentages

Segmenting Your Caseload in CMT

Case Management

Cases with no order

Needs Locate Generate S&C

Needs Locate

Find Address

NCP Served

Default

OrderObtained

Needs Payment

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

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

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

Tips and Tricks

1. Hover over the word “notes”2. Ctrl + up or down on the

mouse to make the font bigger

3. LCSA Secured Website will time out after 60 minutes of inactivity4. Work your cases in CMT when CSE goes down (locate

cases)5. Update the Next Follow up Date, Case Segmentation, and

Notes6. Customize the Segmentation Values for your County7. The Last Submitted Query will be saved as a default8. Click Save!

The Future of CMT

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

Cassandra Holzhauer

Cassandra.Holzhauer@ventura.org

Jean Hooper

jean.hooper@dcss.ca.gov

David Kilgore

David_Kilgore@cssd.lacounty.gov

Jennifer Shank

Jennifer.Shank@sonoma-county.org