Fiscal Intermediary Traking Assistant Broker Training Course – Part I

Fiscal Intermediary Traking Assistant Broker Course - Part I
Acumen Appliances created this course for brokers, teaching them the basic function of how to use and maneuver through the Broker FI Traking Assistant application within their agency appliance. This course will help brokers learn how to input and edit Individual Demographics, Hab Plans, and Budgets, while providing many more tools for brokers to stay organized and updated on all information about their individual. This course takes approximately 75-80 minutes to complete.
Module 1 Introduction to Acumen Appliances Training Courses
This module provides a short introduction of what to expect when taking the training courses and also some helpful features that will be covered within the training courses.
Unit 1 Introduction
Module 2 Introduction
This module gives brokers an introduction of the Training Appliance and how to login. This module takes approximately 6 minutes to complete.
Unit 1 Introduction to the Fiscal Intermediary Traking Assistant
Unit 2 Introduction to Fiscal Intermediary Traking Assistant Quiz
Module 3 Requesting Access for the Appliance
This module walks brokers through the process of requesting access and then being able to login to their agency appliance. This module takes approximately 6 minutes to complete.
Unit 1 Requesting Access
Unit 2 Requesting Access Quiz
Unit 3 Logging In
Unit 4 Logging In Quiz
Module 4 Staff Service Manager Tab
This module shows how brokers can utilize the staff service manager tab to view service records and associated files. This module takes approximately 6 minutes to complete.
Unit 1 Staff Service Manager Tab
Unit 2 Staff Service Manager Tab Quiz
Module 5 Staff Service Manager Tab Features
The Staff Service Manager Tab has two special features in addition to the information that the tab holds, which is the Scheduler and Tasks. These features help all users stay more organized with their schedule and their to-do lists.
Unit 1 Scheduler
Unit 2 Scheduler Quiz
Unit 3 Tasks
Unit 4 Tasks Quiz
Module 6 How to add Individual Demographics
This module shows the process of how brokers can add, edit and delete individual demographic information for all of their individuals. This module takes approximately 9 minutes to complete.
Unit 1 Contact Information Tab
Unit 2 Contact Information Tab Quiz
Unit 3 Individual Information Tab
Unit 4 Individual Information Tab Quiz
Unit 5 Personal Resource Account Tab
Unit 6 Personal Resource Account Tab Quiz
Module 7 How to add Habilitation Plans
This module shows the process of how brokers can add and edit individual Hab Plans and all the necessary information that a Hab Plan consists of for each of their individuals. This module takes approximately 30 minutes to complete.
Unit 1 Introduction to Individual Habilitation Plans Tab
Unit 2 Introduction to Individual Habilitation Plans Tab Quiz
Unit 3 Hab Plan Meeting Information Tab
Unit 4 Hab Plan Meeting Information Tab Quiz
Unit 5 General Meeting Summary Tab
Unit 6 General Meeting Summary Tab Quiz
Unit 7 Valued Outcomes Tab
Unit 8 Valued Outcomes Tab Quiz
Unit 9 Ongoing Supports Tab
Unit 10 Ongoing Supports Tab Quiz
Unit 11 Safeguards Tab
Unit 12 Safeguards Tab Quiz
Unit 13 Hab Plan PDF Viewer
Unit 14 Hab Plan PDF Viewer Quiz
Unit 15 Associated Hab Plan Files
Unit 16 Associated Hab Plan Files Quiz
Module 8 How to add Budget Information
This module shows the process of how brokers can add and edit budget information for all of their individuals. This module takes approximately 20 minutes to complete.
Unit 1 Brokerage Tab
Unit 2 Brokerage Tab Quiz
Unit 3 Self-Hired Staff Tab
Unit 4 Self-Hired Staff Tab Quiz
Unit 5 IDGS Tab
Unit 6 IDGS Tab Quiz
Unit 7 Live-In Caregiver Tab
Unit 8 Live-In Caregiver Tab Quiz
Unit 9 Agency Supported Self-Directed Tab
Unit 10 Agency Supported Self-Directed Tab Quiz
Unit 11 Housing Subsidy Tab
Unit 12 Housing Subsidy Tab Quiz
Unit 13 Family Reimbursed Respite Tab
Unit 14 Family Reimbursed Respite Tab Quiz
Unit 15 OTPS Tab
Unit 16 OTPS Tab Quiz
Unit 17 Direct Provider Purchased Tab
Unit 18 Direct Provider Purchased Tab Quiz
Module 9 FI Traking Assistant Broker Part I Training Course Survey
FI Traking Assistant Broker Part I Training Course Survey
Unit 1 Broker Part I Training Course Survey
Unit 2 Survey Completion