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 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