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 | Broker FI Traking Assistant Application & Staff Service Manager Tab |
| Unit 2 | Broker FI Traking Assistant Application & Staff Service Manager Tab Quiz |
| Module 3 | Valued Outcomes & Associated Files |
| This module shows how brokers can utilize the staff service manager tab to view valued outcomes and associated files | |
| Unit 1 | Valued Outcomes & Associated Files |
| Unit 2 | Valued Outcomes and Associated Files Quiz |
| Module 4 | 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 | Individual Demographics |
| Unit 2 | Individual Demographics Quiz |
| Module 5 | Individual 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 | Individual Habilitation Plans |
| Unit 2 | Individual Habilitation Plans Tab Quiz |
| Module 6 | Individual Budgets |
| 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 | Individual Budgets |
| Unit 2 | Individual Budgets Quiz |
| Module 7 | 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 |