january 2014 please call: 1-877-336-1828 passcode: 7400455 please do not have adobe call your phone....
TRANSCRIPT
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Improve Support Order Percentage
(ISOP) January 2014
Please call: 1-877-336-1828Passcode: 7400455
Please do not have Adobe call your phone.
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Please mute your phone◦ Press *6, or◦ Press the Mute on your telephone
Hold questions until the end
Call Guidelines & Documents
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All documents are available for download within Adobe on the right side of the screen:
1. ISOP PPT2. ISOP Memo 2013-0123. ISOP Report FY 2013 4. Generate FR-002 Report 5. FR-002 Report Sample6. ISOP Job Aid
ISOP Webinar Documents
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Overview of ISOP
What is the Support Order Percentage?
What do we need to do to improve SO%?◦ Auto closures◦ Manual closures◦ Code cases appropriately
Webinar Agenda
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FR-002 Report
ISOP Desk Aid Review
Tips for Closing Cases
Monitoring Progress
Next Steps
Webinar Agenda – cont.
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FY 2013 - Support Order Percentage (SO%) dropped from 77% to 73%
PLG approved charter for an ISOP workgroup◦ OCS – Plan/Eval, Policy and Case Mgt◦ PA◦ FOC◦ MiCSES
Overview: ISOP in FY 2014
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OCSE-157 - Line 1 is all IV-D cases
Background on working with IV-D cases◦What is a IV-D case?◦How are IV-D cases created? ◦How does IV-D case closure work in MiCSES?◦What about duplicate cases for the same family?◦Who can close a case on MICSES?◦
What is the Support Order Percentage (SO%)?
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OCSE-157 - Line 1 is all IV-D cases
OCSE -157 - Line 2 is all IV-D cases with support orders (that count)◦ IV-D case is open with an open order on SORD, AND
Medical/Insurance ordered on SORD/MORP, or Zero support indicator checked on SORD, or IV-D debt types charging or arrears
SO% = line 2 cases/line 1 cases
73.95% in FY 13 = 754,310 IV-D cases w/orders
What is the Support Order Percentage (SO%)?
1,019,988 IV-D cases
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To improve SO%, we must:◦ Improve numerator – or obtain and enter orders
quicker in the FY (9/30/2014) and/or code cases correctly to count
◦ Decrease denominator – close cases in FY To get back to 77%, we’ll need about 60K closures of cases w/out orders
This effort will work to decrease the denominator by:◦ Automatic case closures and◦ Manual case closures
ISOP – What do We Need to Do?
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Automatic case closures 53K inactive cases in MiCSES
JADs identified criteria for a new ACIC batch to start in MiCSES Release 8.8 (scheduled for June 2014)
Cases must close by FY 14 end
These cases are listed separately in the quarterly
FR-002 Report sent to the counties
NO manual work is needed for these cases
ISOP – What do We Need to Do?
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Manual case closures
FR-002 report shows IV-D cases without orders
ISOP Workgroup reviewed cases and provided instructions on how to run/sort/work report◦ IV-D Memo 2013-012 with 3 Attachments
How to generate the FR-002 ISOP Desk Aid on How to Sort and Work Cases County SO% - FY 13 End
ISOP webinars and other outreach◦ FOC User Group◦ PAAM◦ OCS
ISOP – What Do We Need to Do?
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Many other case closure customer information guides and quick reference guides are available on mi-support
◦ See Case Closure in the Program Library Index for this material
Other types of Case Closure resources are currently being assessed by the training team
Work other reports – CELT, FPRO, Ad Hoc, Etc.
ISOP – What Do We Need to Do?
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Business Objects>CSES Reports>New Federal Reports>FR-002
FR-002 Report – Cases without Court Orders (10/13)
FR-002 Report
73,79756,782
157,656
Total 288,235
EST casesENF casesSS cases
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Quarterly Sorted FR-002 Report Run quarterly in FY 14 Sent to each county confidential email
address Password sent in separate email Sorted into specific categories Excel format- training available on mi-
support May be run manually
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First Step: The FR-002 Report There are 11 tabs in the spreadsheet Work the easiest cases first–skip hard cases until last Not all cases can be closed – some are current
cases that are being worked There are 50 columns in each tab Some of the main
columns include: IV-D Case Status Docket Car Status Most Recent Activity Open Activity Preventing Closure
Quarterly Sorted FR-002 Report – Let’s View One!
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Categories on Spreadsheet (Tabs)
Pending closure cases > 60 days – IV-D Case Status = M (may also be on CELT)
Open cases trying to close but have open activities not allowing it to set to M (may also be on CELT)
Cases with all emancipated children – over 18 or over 19.5
Duplicate cases – CP first and last name same or federal ID number is same
Unknown NCP Cases – cases where NCP first or last name is unknown
Quarterly Sorted FR-002 Report
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Categories on Spreadsheet (Tabs)
Case with a docket ID – code as non-IV-D, a support order or close
Cases with a CAR date > 3 years
Intergovernmental cases
Cases open > 3 years
All Cases on FR-002 (for reference)
Cases slated for auto ACIC closures
Quarterly Sorted FR-002 Report
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A manually generated FR-002 will need to be sorted by the county requester◦ It will contain some closed cases rolled up with
an open case or closed when the report ran◦ It is a point in time report
Not all cases on the FR-002 report can be closed Tab 11 – Inactive Cases will be automatically
closed
Manually Generating the FR-002 Report
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Excel Helpmi-support > Training > Materials > Office 2010 Training > Microsoft Excel > Excel 2010 – Introduction
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Let’s review the ISOP Job Aid…
ISOP Job Aid Review
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Intergovernmental Issues
Open Locate Activities or Other Open Activities
No Case Closure Letters Required
Specific functional areas may not use all screens
Tips for Closing Cases
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Intergovernmental Case Issues
An open inbound CSENet transaction (INBDTRNS) activity may prevent closure
Resolve open INBDTRNS minor activity records on ICOR
Tips for Closing Cases
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Open Locate Activities
◦ LOCDW – Locate DW (Data Warehouse)
◦ LOCPLN – Locate PLS (Parent Locator Service)
Tips for Closing Cases
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Download Checkboxes
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Other Open Activities Preventing Closures
Close open activities on:◦ AHIS/EHIS for locate (see previous screens)◦ CPRO◦ LPRO◦ ENFP
Refer to the Customer Information Guides on Case Closure, Case Closure Cleanup Instructions and Working CELT located on mi-support for more info on handling other open activities
Tips for Closing Cases
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No Case Closure Letters Required
When it is not required to send the automatic Case Closure letter because no accurate address exists:
◦ End-date all addresses to prevent the letter from generating.
Ensure that the members are not active on any additional cases before end-dating any addresses.
Only use this option under special circumstances.
Document the reason on the NOTE screen.
Tips for Closing Cases
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Specific areas don’t use all screens
All:SS:PA:FOC:
Tips for Closing Cases
CLST, CASE, CASD, CELT, NOTECPROLPROENFP
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FR-004 Report
Business Objects>CSES Reports>New Federal Reports>FR-004
Used for future county incentives
Can be manually generated
Shows all performance factors by county
Raw MiCSES cases and not rolled-up cases
Each quarter OCS will run FR-004 and attach county SO% with email and FR-002 report showing cases to work
Monitor Progress
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Monitoring progress
Outreach to various groups (FOC, PAAM, OCS)
Other resources ◦ CIGs on Case Closure and Working CELT◦ Future training resources
OCS Training Assessment on case closure Excel training at PAAM
Other ticket fixes?
Other ideas to improve SO%?
Next Steps
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Questions?