Enterprise Incident Management Office of Long Term Living
Contents
1. aun Page Enterprise Incident Management Provider Incidents Incident First Section Step 20 Cac submit me incident First Secon dme uem Stop Zt The cident Fist Section updated to Submited status andthe Fina Section and Management Review sopor ac sm cU TS This completes the creation and submission ofthe Incident First Section amanz Page Enterprise Incident Management Provider Incidents Incident Final Section Incident Final Section Step by Step Process Step 1 Lacate incident and cick ae tor e Finas Seton emm Qa Step 2 The Final Section status maed as in Progress Expand the Final Secon by cicking Exe con g rrr Page 45 Enterprise Incident Management Provider Incidents Incident Final Section Step 3 Al in he Final Section appear in the at below Begin by ching Provider Iwestiyatian ink Page as Enterprise Incident Management Provider Incidents Incident Final Section The Provider Investigation screen appears Complete al ol he reed ede and ek SAVE CoN NOTE Tex fed have 4000 character mt mor than 4 000 characters are entered in any et teid an entr wil Appear pit text cannot be more than 4000 character once Save a NOTE When users2. Slop E YES ssid cong Step 7 The Provider Investigation Summary sccen appear Step 8 the Provider investiga Summary aa SN CONTE Step 8 The Provider SC Agency Acton Taken sereen appears Slop 10 Canoe the Provider SC Agency Acton Taken sereen CONTINUE Sept De Verano Prior tersen apt Reve aan ara ERR 12 Te Vena nat Caran area Raven he Waa CK Step 14 A Validation Success message wil appear al pars ce were pope Stop 15 cick Io submit ie ident Fn Sen 16 The reden Final Selon a updated io Suara ius Paget Enterprise Incident Management Provider Incidents Checklists Responding to a Management Review Checklist Slap TS SUT We SEW Sean Ts RAT fr ict ae agere Renew changes he ndr Fl Sees Tre Ives PRT CH CORTRUETIG Step On tha Review oralen the Review Approval Salus ied wh dupa 1e Pending sas na red changes ine tthe inciden pending please provide comments el Tae I vw ent Fal Sect make uale based upon T UTR io Management eeu Step 5 he EPan icon tar incident Final Secon lo
3. Step Te incen Descrplon sereen appears En he Gain Once Te omi as oaen entered ck Save Coon Enterprise Incident Management Provider Incidents Checklists al lap 17 The ia Aeon Taken sereen appears Enter the a en SEE Gomme Sep 18 The Ter Dota sereen appears VALIDATE ave been completed Step 1 Validation Successful essaye wil appear al pas of me were comple paper Stop 20 Gc Bus submi he noe Ft Secon Sieg Z1 The inciden Secon updated to Submited sas Fal Secon and Management Ravew documents appe This completes the creation and submission ofthe Incident First Section Page 70 Enterprise Incident Management Provider Incidents Checklists Incident Final Section Checklist Step 3 Local he ident an lek WATE fr e Fina Seton Step 2 The Fal Secin stus s maed asin Progress Expand the Final Secon by ching e EXPE co Step 3 Alacresn nth Fal Sector appear i The a below Provider ik The Prover Investigation screen appears Complete al ore required and eck Save 5 The Winess Siatements screen appears On e Winess Statement screen hare ar and select appropriate response 180 i selecte SAE
4. Nee The orgs incident Fra Section satus displays es Pending nthe Incident Dea pane when thas been mated a Pending by Management Review amaz sa Enterprise Incident Management Provider Incidents Responding to Review 2 The investigation Assignment screen appears CONTINUE to navigate Review harman screen qi m Que Page sa Enterprise Incident Management Provider Incidents Responding to Review step 3 The Review inomaton screen agers On he Review sereen he Review Approval Status ek ars he Pending anges N Ihe reperta pending please Provide comments the incident umber ta retur to the incident dea sree qe e Gar P rp amanz Page Enterprise Incident Management Provider Incidents Responding to Review Step 4 hear to begn te new incident Final Section and make updates based upon the conment entered in Tel he inciden report 1s pending please provide comments found on Io management evan nage qe em Ger peer aua Page Enterprise Incident Management Provider Incidents Responding to Review ep The F Seton documents mae as n Progress Cic Seen als ace 1o Grom Gar
5. wih a specie Seach Tore Rn by irae st me Fri ume Date ot c Reel Cis rario Stop buton to indicate he desired repr Torna STL 10 Wren prompted open reor or your ve To Run a Custom Report Or e Incident and Compl Cuala Pepa seen sec he required parameters Tor he Gick Sume to ow The tes Step 2 When prompted open 1e repart or save you hard die To Save and Run an Incident or Complaint Custom Report Query lap 1 Saves Custom Report Query Ta save a Custom Query compete al the formation elds on the Incident Complain Custom Sereen enter a unique tor he Query Name eid at batom o sereen and cick S The Saved query wil delay order a he Saved Queries st Slap 2 Run a Custom Report Query Fa fun a Repant Guary Sle the Query Name ink trom the Saved Queries It The Incident and Complain Custom Report sereen wi populate wae completed saved query Select a rua Sexes vc ard sect a service laratan by cicing Seaton Paovoene Clek Sumar 0 tun de report When prompted open ep or save i your nard dive amoan Page 112 Enterprise Incident Managemen LMS Guide Section 8 LMS Guide Enterprise Incident Management amoan Paena Enterprise Incident Management
6. Step 5 Select he Incident trom the drop down at Select he status fhe incider vom Po Status op down Ia you want to Vw inte report aic A S EU tet ant competi nia aman Page 101 Enterprise Incident Management Provider Reports Custom Reports Stop 6 Select he primary nd secondary categories you want to view nthe repor rom e Primary Category and Secondary Category croo down iet imm TCR YU m TEES NOTE The use can select al plenary and secondary categories by Select each drop down it amoan Page 102 Enterprise Incident Management Provider Reports Custom Reports Stop 7 Clck the checkbox tar each County and WalverProgram to ecd the report wer do not choose a waver progam e rapti ale courtes and waiver program by deat qi er Gm Qe tent ana corgia beiak vy aiat to view data associated win specie individual Search tor by Last Name Firat Name Date of Birth c Residential County o oca he adus NOTE Selecting an indi i not mandatory tor incident and Complaint Detail by Individual o he Incident and Complain by Service Location reporte Wren an indvidual a ot selected resents al NOTE Oiek Sench Provoens search tor and add a dierent provider or servie location a run in the report as meea For prov
7. amaz Page Enterprise Incident Management Provider Incidents Responding to Review eese Step 6 Navigate 1o screen requiring change based on e Management Review comments tis cas 1 the Provider SC Agency Acton Taken sen Clck he Provder SC Agency clon Taken nk de eons m Geer miasa nn Page Enterprise Incident Management Provider Incidents Responding to Review Ene outcome in the Outcome Narrative ted cick Save amp Coe 58 dem m 679 Noe You must ick SANE amp CONTINUE he remaing serene 1a ensure hata has been entered aama Page Enterprise Incident Management Provider Incidents Responding to Review Step 8 Clck SAVE CONTINUE move trough Ie remaining screens othe Incident Final Seton MU sc ES amaz Page a5 Enterprise Incident Management Provider Incidents Responding to Review Step 9 Once you have clicked SAVE amp CONTINUE on Veriton of Poviser formation e Vertication or ines Classica sana chek VALIDATE Step 10 A Validation Suecesstul message appears 1 al paris ofthe were completed properly auam Page Enterprise Incident Management Provider Inc
8. ED cm nan ont mx Stop 6 To add sstional epo extensions Ano on Extension screen Compl lr me new riens and cte Save Cow Al repo tensions wl appear oder the panel le Report Extension sereen Pages Enterprise Incident Management Additional Functionality Deletion Delete an incident tunction users to dita incidents rm he system can be deleted by users win the Reporter Point Person roles okt using Dre boton n pelore the Fes Section s submited In order o dete he len al arces send an al request oor Program Supe and hie esperar send an emal A To Delete an Incident in EIM Step 1 On the Incident Oat screen DELETE amoan Paget Enterprise Incident Management Additional Functionality Deletion Step 2 The Delete ide screen appeara stop 3 Select a reason tor me deletion he Reason crop own menu comments why Clk Save CONTE aes ES em Garo me Enterprise Incident Management Additional Functionality Deletion ep nt Deta pst o e charge Dl and e Dus Dt n amoan Pages Enterprise Incident Management Additiona
9. IMPORTANT NOTE This job aid contains screenshots of the system taken with the Incident Reporter role and was created for illustration purposes Therefore not all graphic materials will match exactly what you might see on the screen when logged into the EIM system with your personal User ID and Password depending on your role Please use this job aid as a guide through the general process and recognize that specific details might vary from case to case Enterprise Incident Management Provider Overview ii guide a roe ogni EIM Une can aces Ether ough an Table of Contents Log a To fom nent Lag ia To EIM fom HCSIS 5 Enterprise Incident Management Provider Log In To EIM Log In To EIM From The Internet Users can navigate o he EIM Landing Page screen trom an inernet browser out hang o go rough ESIC Tha preferred method o access because he use wil be abie 1o view system access he Management System LMS Ior taning materias and EIM FACS Siep 1 Erter the URL hipa inw state pe aim deta aspx in interet browser ciek ENTER EM Landing Page sean Step 2 Choi LOGIN TO aama Page 11 Enterprise Incident Management Provider Log In To EIM Tre Keystone Lagin sereen apenas Step 3 Erter your Username and Password LOGIN This completes the Log i
10. consumers must have an approved pon and be eceningauored sarvces fom an provider in order included anne ep me EM ayem 2 return search results on individuate providers ar incidents te user conducting the sereh ls a orged io vew Ine search resuts Consumer dala wi only how searen reuts f a vidal consumer Sinan SCusera caseload Consumer data wll oniy show in zearen esut tor a drect serve provider the Provider hs an sene on me Provider dala mil ony shown sewen Fe Provider associated wi he user conducting searen Incident data wll show in searen ess organization powder agency SC agency or program ofc created Pe incident in De system When a search tor an nial ar provider is conducted in e search s conducted in he HCSIS system database The database doe nat stere any information on dus or providers EM Syster unide s and must cormcacat wih HOSTS n order conduet nd or provider searches 4 1 damagraghie abaut didus or provider incor when t displays EI corrections may not De made inside EM Uses must og na HOSIS wth proper user role arder o change informato shout an didual consumer or provider Any ranges made stout ail or provider in HCSIS aner an ides report has been created EIN ones Incident 1D number as eon saigne at be elect
11. Complaint Custom Repo istam Report Queries To Pun an cent omen apo by To Save and Run an nca o Cai Gusin Quan Soston 8 LMS Gude Aosessng ma Lanting Management Saler LNS Seton a Moral Resources en Section 1 Overview Enterprise Incident Management Enterprise Incident Management EIM Provider Training Program October 2011 pennsylvania me Provider Ting Primary Objectives 1 To introduce users to the EIM system and the processes involved to effectively use EIM to record track and manage consumer related incidents 2 Forusers to departthe training and return to the workplace capable of implementing the full and consistent use of EIM by the October 24 2011 GoLive date e Today s training will cover 1 Loggingin to EIM 2 3 4 5 Recording an Incidentin Producing reports in EIM Additional EIM functionality Review EIM policies and procedures Additional learning opportunities for EIM Incident Report Basic Screens dee Enterprise incident Management incident Base Seraens Hours Win 3ODays tthe aie meat uie semer Date po Enterprise Incident Management EIM pennsylvania Enterprise Incident Management Provider Log In To EIM Section 2 Log In To EIM Enterprise Incident Management
12. Provider LMS Guide pentes Overview The Leaming Management Stem LMS s where al EBA vaining materiais located Use ne LMS fa view and doericad terae more about Mote ing materi are also avalabie on the Lon Term Lng Training website np org esources index cim collecton A1858572 CE7F 4EA9 BAD4 451AS7ES3A60 Accessing the Learning Management System LMS From the internet he LMS can be accessed by navigating to eps state pa us HCSISLMS bonas MS dau ad the LMS canbe accessed the EIM Landing Page by on TRAINING MATERIALI The LMS Log hn screen appears Entar your User ID and Password Cikk CONTINUE amanz Page Enterprise Incident Management Provider LMS Guide LMS Home Page appears Glek rom te er hand navigation pana The screen appears Enteric Management aig document are grouped by and OLTL and Providera Gick he Download ink on he atria you weh a view Document wl pen in nsw wow Use Navigation Bot lhe sereen the of in corsa avalabie Noe recommended tnat users save o raining matecals 1o deskiop poro viewing amaz Page rise Incident Managemen nal Resources Sectio
13. on e Deal screen ta create Page 20 Enterprise Incident Management Provider My Dashboard Work Items Tab Work Items Tab Tha Work tema tab the data tab mat dps when a user navigates to the My Dashboard sereen The active ad W aways display in and users can navigate tough the las clicking on abo her cce Under Work tems a are wo kay itormato panels Documenta Requiring My Attention Grouped by Document Age panei Detail Summary pane Documents Requiring My Attention Grouped by Document Age This panei says the slau fal ape incidents assigned 1o user Incidents ve grouped by document age 0 8 days 20 days 21 30 days 51 djs wth oll number of open resents displayed al he cd Summary When cicha on number of apen incidents under the document age groups edet tor inat group Summary pane Users can vew the Incident ID Incident dividat Name associated wt hne he Reviewing Organization Document nl tues and he Due Date o he document Users can he eden DW for a spate nent navigate athe Inet aame Pae 21 Enterprise Incident Management Provider gt My Dashboard Alerts and News Tabs Alerts Tab Ta Alerta tab depiay ita
14. 7 he Filing Service Location dropdown arrow and select Fling Service Location amaz Page a0 Page n Enterprise Incident Management Provider Incidents Incident First Section epee owe aa jemograghics torman Cack SAVE NOTE le nat correct changes wil need 1o be made to the reco in amama Page Enterprise Incident Management Provider Incidents Incident First Section Bep e mite sereen eden oman Ch de vem Ger LI NES NES ee ope an SC hey wil bo taken to the Provide Search Seen to select a Provider Pease proceed Step Sa you are an SC user auam Page Enterprise Incident Management Provider Incidents Incident First Section Stop 11 The Provider Intrmaton sereen appears Review me provider and select a Provider Type rom the down Enter ne provider agency contact person forthe ec n he Stal Name Stat Last Name ies Cack Cows Non SC uses wil proceed Step 12 NOTE tne user is an SC they wi be tsen ta Provider Search Sereen to select a Provider Please proceed 1o Sep MSCE you are an SC user NOTE e provider i not correct or a eter service lo
15. Cikk Save Proceed 1o slp 12 NOTE ne user an SC wil be taken 1o tha Provider Search slat Provider Please proceed 10 Step 1 you we ta SC ust Slop For SC users tha Provider Search screen wil appear An SC User oan Tore provider agencia on er consumers evene ar own agency e ede shoud associated ith ne S s agency tren he user wil need 1o searen Tor or her agency ihe user has krowedge lan eden occurred anther prover acaton ah an auinodzed servie on consumers plan D can Seach for that agency select Imation wl be popuated in Provider formato sereen 1 On he Provider screen ener Ihe Provider ler and cick SEARCH 2 The Provider Sei aut sereen appears Select he Provider sach resuts by gon ek Sep 150 Th Par Ionatan sereen spews Reva pave Wola a Provider Type Stat Last Name os 12 Sp Te asalkan een Discovery Dale and Tie TET SIT Slap 1 SEs Primary CHegury T Dale Ths Pay Secondary Ce Tra secondary category Date Oecum seared Telemed to BiS and ste health welae st ak Hels CICK ve Tha formaton sareen appears Enter mue Tapori matan a can be Once intrmaton has been entered cick sare amp
16. Siap by Siep Process s anager Siep ay Siep rsa Final Serten Check Rispcodig oa Maragemen cw EI amaz Page 25 Enterprise Incident Management Provider Incidents Incident First Section Incident First Section Step by Step Process Sip 1 Log n 1o me nese en Marapat EIM starn view y Doan i qe ie um Grm G rar omma ST y PESO Step The Search sereen appear Search tar the didus Vor wich he incident is bou by iching he ame tet and arier ta oe nda pores Brow Grom em NOTE The individum can also be fond using a MC umber or SSN by ling he denter drop down aon sein the deities and entering Pe appropriate orton the dene ei Page 27 Enterprise Incident Management Provider Incidents Incident First Section A Nate About Searching or Individuals and Providers in EIM The EM Search sereen allows users to search fr Individuals Providers nd Incidenta by licking on e spei tabs dip ean ener nomtn o e ans sear ets conte generat or pete sede depending pon e The folowing are key ponts to note about conducting searches n EMM 1 consumer or provider must be ated HCSIS system in arder in an incident aportin the system Pvdens must pe rove seres under he EM and
17. copy paste icy formated special e g copy and paste texta ortus quotation mas tam Micros Cice stores an upside down question mark in ace tthe quataton mela anam Page Enterprise Incident Management Provider Incidents Incident Final Section Step 5 The Wine Steet sereen age and select Me appropriate response IN On the Winess Statements sereen determine f tere wines cick SAVE amp Come amanz Page Enterprise Incident Management Provider Incidents Incident Final Section ean Step 6 1 Yes le selected complet he om wih as much nfamaon as possible ad elek Save amp 5 qe ee Germ Gur NOTE noe moie witnesses cick Save to clear tekte and en capture as much aditional wires mlormaton as posable auam Page Enterprise Incident Management Provider Incidents Incident Final Section Stop The Provider nvestigat Summary screen appears E Rem em m Que amanz Page 50 Enterprise Incident Management Provider Incidents Incident Final Section Steps Conte Provider Summary page ard elek ve gu Ours Gar aaam Page Enterprise Incident Management Provider Inciden
18. location shou be selacied cick he Select rode irk above the MPI i a rove anama Page Enterprise Incident Management Provider Incidents Incident First Section Te sien apps Discovery Date and Tine es sl eat and ine em Gm Qe LC MTM ITE amaz Page a7 Enterprise Incident Management Provider Incidents Incident First Section step 15 Selec Primary Category Date the Primary Category Secondary Category The Secondary Catagory Date Oceumed s requie NOTE The Secondary Category elds hat appear are dependent upon the Primary Category i this case he Primary Category s Serious Injury and corresponding secondary are Accidental Faire als MedeatonEror Negact Phiysieal Abuse Provider Service Interruption Suicide Atempl and Unexplained aman Page Enterprise Incident Management Incidents Incident First Section ond to Ning out me Was this incident reterred Adult Protective Services he Cetied investigation Required sx Proceed wit NOTE Providers are required to popul Investigation amaz Page Enterprise Incident Management Provider Incidents Incident First Section Step 15 Me Reporte inormaton sereen app
19. or e Incident Ciassiicaton screen in the Fiat Section al he utere are ne mandatory queston Was the incident reported Adult Protective Services using te dow Th anter ees ae ea ana Ne EIM il require use select Yes t didus is over 60 years incident primary abuse neglect or exploitation wi determine o individual s based on he Date of Birth eid onthe India screen The cident mary category on Casson seeen moo ipe is tome open NOTE the user selects No when the above are ssid user recle an message AL llegatons abuse neglect and exon under the Protectie See Act must lacal Agency Aging 0 eas od must be rented io he Bureau of avus Suppor user nas ia the incident was to the Clr Adit Protective Serves atthe AAA ad dons are mat or th nual e adero ne incident primary calegey abuse rage spietato response Yea to tne estan Was tia incident elered tothe Bureau of individus Support EIM wi tomate ake he eps incident and th nal Action Taken seen in the Firat Secon oh incident report wil not open Wen the user subs the Fra Sector 1e inormalon he Incident Provi
20. request BA amoan Pagess Enterprise Incident Management Additional Functionality Reports EIM Reports Enterprise Incident Management IMPORTANT NOTE This job aid contains screenshots of the system taken with the Incident Reporter role and was created for illustration purposes Therefore not all graphic materials will match exactly what you might see on the screen when logged into the EIM system with your personal User ID and Password depending on your role Please use this job aid as a guide through the general process and recognize that specific details might vary from case to case amoan Pagesa Enterprise Incident Management Additional Functionality Reports pases Overview Providers can run reports EB o view data on incidente Data trom reports can be used to rack incidents or iny rgroverent achtes Provider usera can a reparis rider associated wth partcpants hey sae rough he oper Thelin hae reports sre avai ridet and Detals by and Complaint Deal by Service Locaon eden and Complaint Custom Report Table of Contents Camp Managemert Repos and Complaint Custom IUe Report Im rider Management Faris Chad DES ee amoan Pages Enterprise Incident Management Provider Reports Custom Reports Incident Complaint Management Reports The tat wa repr types avalible I
21. the screen when logged into the EIM system with your personal User ID and Password depending on your role Please use this job ad as a guide through the general process and recognize that specific details might vary from case to case aman Page 16 Enterprise Incident Management Provider My Dashboard Overview The My Dashboard screen is st screen users see when they log in to EIM From he My Dashboard sereen users an access al oh cia EM meuding creating new else Viewing sets and sysler neve documents ts regure completo Use he contents below 1o view each section of te My Dashboard sereen Table of Contents sig he Dashboard Screen Sereen t Main Menu Man Bar Wr tes Tab Fre Stings aama Page 17 Enterprise Incident Management Provider My Dashboard Using the My Dashboard Screen Te My Oashooard screen i the screen tat usere view when they log in to and users retur to he My Dasttzard sten al any by ething HOME at mo op aa c EM scena BER care imn Daily Use 3 AN usere shouid checi ol My Dashboard Work lab regularly o view any documents that require Stan Pendag incident me ete by documen age a users ong modent repans Ina timely manner News tab on the MY Dashboard sc
22. Enterprise Incident Management Provide Enterprise Incident Management Office of Long Term Living Provider Manual Updated to include January 2012 Release changes Enterprise Incident Management Provider Table of Contents Table of Contents Secton 2 Log n To EM a ac qc e pom in Ei a i n TR e Seaton 3 My Dashboard Using My Dashboard Screen The Dashboard Sereen Main Menu Bar Create New net Pros Fa Stings Sertan Recording an Tanie o eee Incident Fs Siap by Sap Process Final Seaton Sp Process a Management Sp ess ral Secon Check sem Tom Responding o a Managemen Raw Geek ee B BBR Incidents Abuse Neglect and Explaton Why does the Sem ip evens in a Seco wn th pay calis raglan ar Seton Functionaliy inking nie Pant Summa Tark As Cone Raport Extension Dette an eden kang incidents Chest Pant Sunsrary Chest Maca Conant ec Report Extension Chess Delete an Cac d Seton 7 Repons Bookmark not defined Oven Bookmark not dina Coli lanagemen apr CLTC Erori Bookmark defined Enterprise Incident Management Provider Table of Contents
23. Program Office a lst fa program ties he the in user has acess to When his Ner is usere a vien nent documents al hav been led tore selected program oes Organization Lits each orgarizalon he user belongs to Program fice stalt wi see OMAPIOSP Stale as mir ni opto Te Maris seve tor providers Waiver Program Displays a hst orte reted to usar program oes When a iteris be able t ve incidet atre associated 1o he selected waver rogas Incident Complaint Tho teri used to view incident ar coms documents or bath types of documents Providers do nl have acces 1o vaw complaints and wl nar se a compas Incident Complaint Types This er displays a of a incident and conan types hat tad to user s progam oce anama Page Enterprise Incident Manageme My Dashboard Filter Settings Document Requiring Attention When is ie e user wil aniy be able to se cient where te types assigned 1o me user ot the users organizatan by Me sens nb of alime courtes iu Pennsylvania When th titer aps usera wil see reports jected countes al ey have access to view The user values wil also be dspayed a hep ofthe cout iat when ths ters ape aama Page Section 4 Recording an Incident Enterprise Incident Management IMPORTANT NO
24. TE This job aid contains screenshots of the system taken with the Incident Reporter role and was created for illustration purposes Therefore not all graphic materials will match exactly what you might see on the screen when logged into the EIM system with your personal User ID and Password depending on your role Please use this job aid as a guide through the general process and recognize that specific details might vary from case to case anama Page 25 Enterprise Incident Management Provider PENNE Recording An Incident Overview The guide s intended o direct a provide user though he process creta and submiting the Fst and Final Sectons tte cient Report ad responding t OLTL consent rm he Managerent document Rear a gud 1o ew each tough the process Use ate of contents below specie page number ot each secon e oce celo process Key icons Wren working wth documents the status of each pape can be determined by viewing the Ths icon represents pages that were pre poplted trom a previous section or ones are complete W tris icon represents pages mar are compte tris eon represents papes mat mst be conected deo estetek represents a teia at i be const NOTE Some teias tat were inta optional may become requced based upon choices selected in me agurea te Table of Contents Incident Fest Seton Sep by Stop Process Final Seton
25. a EIM cont Report EM ncident report re Eme and wil sore th or provier maton aval ai ie ep was gay created S When searching fr speci incident reports i EM he system wl searen in he database or iden pons Wat have been or codd The EM database stre rouen Pal have een assigned ancient Id number nung open acean repr coved neden and deleted cde repos A RS eased rl Repos libe db o ee tured Sach Step Once e last name entered click Seano aane Page Enterprise Incident Management Provider Incidents Incident First Section hacen espa de em Qm rer Step 5 Vert hs correct didus appears and the click he MCI number Ink to select he qi e Qm Gre nct NOTE When searching tor an individus that rot carey HOSIS an eror message vi appear HCSIS No Result ound Contact OCTU ar reler to me cert Bulan Vu mus aum e parser e corsumer i Page 28 Enterprise Incident Management Provider Incidents Incident First Section Step 6 The Ici sereen appears Olek ne T dent Type drop down arrow and eet individus Incident NOTE recommended tat ou review he consumers previos incidents as td Step
26. cation shou be lek he Select above the MP ii resect ha rove amanz Page Enterprise Incident Management Provider Incidents Incident First Section eese Stop 115Ca For SC users Provide Search screen appear An SC user ie aumorzed to incidents fore provider agencies on inex consumen lare even tte not Ha om agency te eant shoud secca wi ESCs Spry Ien Te dear ei oth or Na o he apn ese Masa yee provider cation auhorcea senice onthe consumer pan search Tor Del gency select and e norman be polle he Provider screen 1 On the Provider Search screen enter he avallabie provider search SEARCH 2 The Provider Search Results sereen opea Select provider om he search rests by ccking c ind AER amao Page 25 Enterprise Incident Management Provider Incidents Incident First Section hares Step 11808 The Provider sereen Revie the provider information and select a Provider tom he wap ioan mera Erter he gronder agency Contaci persan tor in Stal Pirat Name and Stat Last feide Clee Save a qr Ger NOTE e provider i not correct or a dierent service
27. der Sirene la cured over ta e Secon and he Secton wil aulomaicaly be submited NOTE EM does not automaticaly submit Fest Secon whan hes condire are met Users must ick SUBMIT nthe incidet Deta sereen 10 Fast Section A Management Review i sl required tor edis that nave been marked as hav bee refered to Protect Services Usera wi Reviewer rale wil able Ta review close dena ihat nave Deen aed a teed io Services by reviewing the Prst ad Firal Secon ol he report NOTE Selecting Yes in no Was the incident reported Adult Protective Services cop dow does nat noliy Protective Servise The persan reporing must contact tner local Area Agency Sn Aging and make an orai repori te Protective Services amoan Enterprise Incident Manageme Additional Functionality Section 6 Additional Functionality Enterprise Incident Management IMPORTANT NOTE This job aid contains screenshots of the system taken with the Incident Reporter role and was created for illustration purposes Therefore not all graphic materials will match exactly what you might see on the screen when logged into the EIM system with your personal User ID and Password depending on your role Please use this job aid as a guide through the general process and recognize that specific details might vary from case to case amoan Pag
28. ears Enter much reporter that can gathered Once has entered cic save Combe Dime Grom amaz Page 0 Enterprise Incident Management Provider Incidents Incident First Section Stop 16 The incitent screen Enter the decision information Once the nas etered SN vea 4 00 character nt mare than 4000 characters entered any ext eld an eror wil Appear input text cannot be more than 400 characters once Save amp Sched NOTE When users copy and paste icy formatted special cnaracters e g and pasle text ha contains quotation marke tam EM stores an upside down question mark n aee atthe mal Page Enterprise Incident Management Provider Incidents Incident First Section Step 17 The Ita Action Taken screen appears Enter the ill acten taken intormaton and ck Save Come amaz Page 2 Enterprise Incident Management Provider Incidents Incident First Section Step 18 The incident Dea screen Clek Vu to chek halal ede i he Incident First Section have been completed UPS Ee Sieg Validation Successful message wil appear al ara che were completed piper
29. es Enterprise Incident Management Additional Functionality Overview job stand user ough he process o tour tunetons in EM These addtional actors provide users with ceased vao in EIM Use hs guide o vew o stops Tor each hese processes Use lable of Table of Contents Linking risen Prt Sure As Coes Belte an ns nets chai Pr Sunny Chest as Cortal Repar Extension sch Bee an nent Grek amoan Page 70 Enterprise Incident Management Additional Functionality Linking Linking Incidents The provides te espa 1o nk Incidents to related incidents Providers and OLTL uses tk neers cases have mull smi incen mul are in he same or nre progression lated ee NOTE Proves do ot have access to complaints but they wili be to see when complaints are ned io any are abe ve To Link Incidents in EIM Stop 1 Navigate othe Hodont screen amoan Pager Enterprise Incident Management Additional Functionality Linking Step 2 lk Stop 3 The Lin indents Complaints search screen appears For ease of viewing users COLLAPSE EXPAND colapsa ar expand the Incident Detala qe
30. fen Foe Qm Gar geese Enterprise Incident Management Additional Functionality Linking Sep ia needed a eet Wh ok The den stare bu rae teem dem ee Grm Goer Step 5 Tho resus of he search be displayed at me banom o he sereen P E cni race tr amoan Page 78 Enterprise Incident Management Additional Functionality Linking Sep Slee ne ron pg eis eng cibo Save A Conus Giek Se am ren FUN Page a0 Enterprise Incident Management oc Additional Functionality Linking Step 7 Th inked nei wl appear Linked incidents Complaint pane at 1 bottom of me Incident Detal For ease cf viewing users cn ic Cotare Enen De Tats to colpa or expand Incident Deal pane amoan Paget Enterprise Incident Management Additional Functionality Print Summary Print Summary This union consoles he incident documents tale POF Document wi 1 Progress proved and wa be ecd n me Print To create a Print Summary in EIM Step 1 On the incident screen eck Pras amoan Page Enterprise Incident Managemen Additional Functionality Print Summary A Fle Douniosd dialogue box appears wi the
31. ident Report Custom Report Output Excel The final right of each row of data in the Incident and Custom Report displays the information from the Subject Matter fields selected by the user organized by Subject Area and then by Document Page finally the Question that was asked Page ttt Enterprise Incident Management Provider Additional Functionality Checklists To Run an IncidentiComplaint Report by Individual or Location 1 ck REF ORTS ne uk la sono Dashboard screen 1o access the repr Slap 2 Gick nko dered repo lo view he Risques sereen lap 3 Tha Roques We repo appears Sle he deed Program Oiee Tom tt down tat and slat Incidents ro a View Incidents or Complaints orep down i Slap Slat the Discovery Reported From Date and Discovery Reporta Date using 1e pop up calendar lap S Sala tha Incident Type Tom Wa down al Saal the Sas hears you Wana Statua rop I Slat ha pay secondary Sagres you wa To Wa Primary Caisgoryand Secondary Category cop Stop 7 Ci the checkbox Ior each County and WalverProgram once the raport Sep E GI SEIS a ven dala
32. idents Responding to Review Step 11 Susur submit me new Incident Fina Seton amaz Page Enterprise Incident Management Provider Incidents Responding to Review Step 12 The now Final Section is updated Submited satus This completes the Responding toa Management Review process aama Page Enterprise Incident Management Provider Incidents Checklists z reer Incident First Section Checklist Lag adel Maragenen iom and View he My Dashboard screen Stop 2 Gack CRENTE NEW WENT Sip Y The ravi Ser sereen appears e RID rame GE SSN Gee al Worn ere cix SEARO are addu appears cick he ML ue Vk vidal Der screen appears Ck incident Type drop down aos and selec ndi Fling Service Location Gi Goon ow and ied Fling Service Location exponens The screen omar SAVE Camur Step 10 The Into manmanan sereen appe Review e iar oration Gok E CONTRE NOTE e SC willbe taken 1o the Provider Search Steen selecta Provider esse proceed 10 Step 1 you we to SC ust Step 11 The Providrnkamaton sereen appears Ravan he provider and aca Provider Type tom he drop down man Enter provier agency contact o Ie incident ine Stall First and Last fee
33. ider usare epar Mer i automaticaly pre populated Program ce Sat WE need select prover f dese but selecting a provider nl requed Gick on serve Ink I he search to select naval servos cation tor provider rganzatans Page 100 Enterprise Incident Managemen Provider Report ustom Reports Step 8 Chk he racho buon to me dered report ama then cle Su Step 10 When prompted open e report or save i to your hai dwe LEI x TITTEN Page 108 Enterprise Incident Management _ Provider Reports Custom Reports Seer 1 Subject areas The questons in the cient and Complaint Report screens in EM are grouped subject areas and cante haven detine ol Incident and Complaint Custom Report Each program ace has dierent Subject areas associated wih Subject Aresa held opc atre user as chosen e program ica am me Program Otice dg down menu A dell inciden and Complaint Custom Repo Suec Area Tb Ada mole on e LAS he OLTL secon a aging webs users understand rotation ta subject areas Nol ihat Wale providers wi ses compa subiect areas in ha Subject Areas i Slecing areas wil generale No Resuts Found nr message raport oup 2 Oniy
34. incidents Complaint with the tallowing Overdue Documents For Custom Reports usere can fte reports by choosing to view incidents or complaints that have verde docorcnts The Onl Incidents Complaints with he Following Overdue Documenta doen menu popatates afer he use makes a choc rom me View incidente ot Complaints drop down nen View Oniy Incidents Complaint wiin the following Outcome o Management Review For Custam usere can taer he reports by choosing to view incidents or complaints mat have Spacie outcome ol he Management Reve The View Oniy Incidents Complaints wi he Following Gutcome ot Management Review vop meru populares ae mo user makes a croes Tom he View incidents or Complaints dwn men amoan Page its Enterprise Incident Management amoan Page Enterprise Incident Management Provider Reports Custom Reports Step 1 On the and Complaint Custom Report screen select he requred parameters tor e customized repart ick Sc to vew he esl Moves campane son TY Step 2 When prompted open raport ar save 1 1o your ar dive Page 107 Enterprise Incident Management Provider Additional Functionality Report Queries Custom Report Queries Incident and Complaint Custom Reports may be saved by users wth the Report Admin ro
35. l Functionality Checklists Linking Incidents Checklist Nave ote ent Step 2 Cic Conan Step Tre Li Rent Compl Sea SEE OT TUR DECANTER a cotaps or expand ma inciden Details ane Ear he needed nd he reer Wal tote The REGE que Cld Step 5 The reste ce wil be oe sereen Step Sele he nce WaT rel ich e See chai CU SNES CTT Sar io remain on te searen sereen and mulie ners Sap Tete wi appear Liked Wises COMA aT For ease cok Counpse calapse expand Incident eta pars Print Summary Checklist 1 On th rent Dea cia PRT Aie appears win Te To OFEN POF GGG CER document summary Cik Oren 1o vew documen ping Step The Pt open as s PDF document ra new widow trs ETS The Pet Summary be created any slape Ine proces ot recording revewng an ncident or Mark Confidential Checklist Sep One at Dea sree cok Wanna The Mar As Conftat screen appears Step Provider drop dawr aov Selec
36. l as a Report Query A Report Query save he selectors rade hom the tede Incident Complaint Custom Alepon sereen wil at save any persona iormaton Pom divise or providers Users wih e Admin ale can que the saved ery a unig rame wat wi appes in Saved Queres ic aaa arder On a usr wath he Admin ble save quen ut any usar may run query Ham he Saved Queries ist a he cen and Custom sree Step 1 Save a Custom Report Query To save a Custom Report Query all intormatlon fld on the le Conta Cin ep sono eie sun ans ae ea e ese amoan Page 108 Enterprise Incident Management Provider Additional Functionality Report Queries Step 2 Run Custom Report Query Custom Report Quen selec Me Query irk tom he Saved Th en and onl Custam Rar sereen wit wth cra ie saved er Slt an TM pem rU YT Pee a Page 108 Wren prompted apen he repot or save to your hard dive Page 110 Enterprise Incident Management Provider Add nal Functionality Report Queries Custom Report Output Excel Oee The first part left of each row of data in the Incident and Custom Report will aways display the same basic participant and provider demographic information and specifics aboutthe Inc
37. n 9 Additional Resources Enterprise Incident Management Page 116 Enterprise Incident Management Provider zz Additional Resources IN Training Materials sos can acesas me aes ne Lang Fae Cig ma sand Cape ilo The usar a ned an MS Use pasamon 1o access i a eta D ot have MS User ID should contact their Business Pate Adina Section ot he Aging Website Mol he EM materials also avalable on OLTL Section oe Aging Website Office ot Long Term Living Bulletins Users can access OLTUs via ur ep aging state pa us Online For atonal itormation on o he els on the EI screens reter Onine Heip ty cicing eae ita upper ght com ol cac sereen in EIM Frequently Asked Questions You can acces EM Frequently Asked Questions by clicking FAQs on he EIM Landing you have any questions or win he EIM System please g tihesishd pa gor call the HCSIS Help Desk at 806 Ma X294 rom Mona to Friday 800 AM 36 500 PM Addons Questions Fora ater questions please contact me implementation Pann eam at ElMmalenentiega gov
38. n to EIM rom The Interet section Page Enterprise Incident Management Provider Log In To EIM Log In To EIM From HCSIS Uses wh are logged nto HCSIS can access EM rectly rom HOSIS witout re entering heir User D and password Step 1 To og into trom HCSIS erter HCSIS URL ps ww hess slo paesi aso inan iere browser and ck TENTER Step 2 The HCSIS Landing Page screen appears Cek HCSIS Loan Step 3 The Keystone Login sereen appears Enter you Username sod Password Cic Loain auam Page Enterprise Incident Management Provider Log In To EIM Step 5 To legin 1o rom HOSIS cek he yeti menu Step 6 The seconsievel gray menu bar displays Ck EM divis Plan SC Provider Financial Admin Tock HRP IM Reports aama Page Enterprise Incident Management Provide Log In To EIM The Dashboard screen completes the Log In to EIM From HCSIS section aama Page 15 Enterprise Incident Management Provider My Dashboard Section 3 My Dashboard Enterprise Incident Management IMPORTANT NOTE This job aid contains screenshots of the system taken with the Incident Reporter role and was created for illustration purposes Therefore not all graphic materials will match exactly what you might see on
39. ncident and Complaint Deals by Individual nd Incident and Complain etait Service Lacan ize esame sereen wih etal ede The key he od repo i he rnd where te ragori mi e ether by dia or sevice locaton The along example vi expan how rete an Incident and Complaint Details by Report Step 1 nthe Man Menu ot he My Dashboard screen t access Me reports Step 2 Clck he ink or he dese report io View the Request screen ome Gre Ger ac amoan Page sa Enterprise Incident Managemen Provider Reports Custom Reports Step 3 The Repo Request sereen or selected reor appt dw at and select ncdent ine View incidenta or Camplainta crop down it Select desired Program Office rom he op Page ag Enterprise Incident Management Provider Reports Custom Reports Noe Ther ae date range Imtatans at ar dependent upon he entered in te Fort Request sereen Maximum Date Range Maximum Date Range Entered Report by ndvidualor Custom Report Service Location TS mang Neamt even ss E Ether Participant ora Servio Lacanen ee Bon and ys pays Marion DateRange Enterprise Incident Managemen Provider Reports Custom Reports
40. non Select Yea to mark an incident as cone H es Step lick te Point Person amo Select a designated Point Person the drop down at At statt amber a a logged muse wit einer Point Person rl il Is drop down Is aman Page an Enterprise Incident Management Additional Functionality Confidential top 5 Clk Save rper Gar Step 6 The Deal screen pr aman Page Enterprise Incident Management Additional Functionality Report Extension Report Extension tunction extende me due date tor 1e document user is not abi to complete twitin e rue imine The pan to request opt soy lr ne rant Fna Section Request a Report Extension in Step 1 Navigate Init Dea sereen Step 2 the por Extension eon et tat Pagesa Enterprise Incident Managemen Additional Functionality Report Extension Step 3 The Report Extension screen appears Lo Step 4 Enter he Expected Completion Date and Reason for Extension ad clk Save Coma amoan Pagea Enterprise Incident Management Additional Functionality Report Extension Step 5 The raw due date tor the document appears nent screen
41. option 1o Oren ar Sit document containing he document summary Chk Ore 1o vem document belare pining S dd CUT Eminent Step 3 The Print Summary opens PDF document new window Users can choose to print andlor save the document The Prt Summary can be created at any stage in e process ol recording and evening incident Print Summary unas Seren B an dede Di gt pen me amoan Pagesa Enterprise Incident Management Additional Functionality Confidential Mark As Confidential vali tor Incidents and wil b used by providers wi the Incident Reporter role hey wish ta an cient conten provider eve tein space user wih te Incident Point Person role Reporters can s conl Repar rt have been maed as confer Marking an cient as nial does paci program otee user vew he inciden To Mark an Incident As Confidential in Step 1 On he Deal sree elek MARK As 2 The Mart As Confident sereen appears amoan Enterprise Incident Management oo Additional Functionality Confidential fee Qs amoan Enterprise Incident Management m Additional Functionality Confidential tp 3 Clck me Reset Provider Acces drop down a
42. p Navigate othe cron equ changes based e Management Review commen Step 7 Erter the culcome tha Outcome Narrative and ci Save Nole This wi Be Specie each incidet report Clk SAVE CONTINUE a mave rough he remaning screens oe Incident Final Seton SispS Once Tave SAVE amp CONTINUE on Veniam of Paver errata Te Median al cde Clacton Cick VALIDATE Step 10 A Validation Success message appears 1 al parts he ceni were completed propr Sep Suam 1o submit new Incident ial Seton Step 12 The new Seaton update Submited This completes the creation and submission of tne Response to a Management Review Page 72 Enterprise Incident Management Pro 5 incidents Abuse Neglect and Explotaton Section 5 Incidents Abuse Neglect and Exploitation Enterprise Incident Management Enterprise Incident Management Provider e Incidents of Abuse Neglect or Exploitation Overview i tnd as a qld tor providers etn a occurs in Enea rein Managemen Adit Senes OAPS iia unde B0 are reed i e Breas a nda Suppo BIS Use qu t t vex ne nex tape nal occur in EIM when an categorized as abuse neglect or and a such n Wy does the system automaticaly skip screens in the tal econ when te primary category is abuse agi
43. reen will take users ist o the most recent important system news Users shold check Newe tab on a regular basis to up ta dale stem sas and any liso changes anam Page 18 Enterprise Incident Management Provider My Dashboard The My Dashboard Screen Legend 1 Man leu The Ma Men bons HOME SEARCH REPORTS HELP a 2 Create New Ineldent Th CREATE NEW INCIDENT buton avalabie onthe My Dashboard screen Taba Th toe the My Dashboard screen Work Nema Alerts News each display eta to hep users manage er cy 4 Documents Requiring Attention The Work Rams ab wil enable the Documents Requiring My Attention pane alaming usere t don and navigate documents iin Dal we open equ ston are ipa ag ne Wai teme a Document My Altona al ayy deraut wren users og nio EN Summary When users cick any of e Documents Requiring My Attention number leks the incidens elie tthe selected number vil play Detall Summary panel Fiers Users can choose trom a variety o tcs on tne My Dashboard sereen t lent the intonation that Appears e Document Requiring My Atenion zd ra Detal Summary Pane 7 Filter Settings The ou ta setings tutors SELECT ALL UNSELECT ALLY APPLY AS DEFAULT fermi ee additonal acon over e er Menu Bar The Menu Bar displays a
44. slats ony tor users wth me Iden Reviewer roles and Program whio are Managerment Reviews and acktoieng Frat and Feal Sectors Oniy wets wna e ew alens can ciek on he Aler Deta Jor a specie aler 10 navigate Incident Detal sree or a space News Tab Newa iab spay the system relevant the user System news n reverse order ased an tne publahea aate asam 120000 TEM areas MOI tern enc Pg Cice amama Page 22 Enterprise Incident Management My Dashboard Filter Settings Filters Filter Settings The ers Dashboardscr n allows he user to control me inarmata that appears in Documents Requiring My Attention pare the Work Nema 2 The rat ime user Views a screen al of e talere are Seres by ses can madly ters by selecting appropiate checkboxes hem by cing APPLY Uses also te otn to select al he tere by ck SELECT ALL or unselecing al o he Miers by cung Users detine asl ot dau thers by selecting titers 1o be apd hen cing AS DEFAULT The ota ites wit apple ach tme th user accesses te My Daslbnariscien Each uter wi oniy De abie 1a have ea of lu har tana and me tals can be changes any ime rU Qu a
45. t Yes Io ark an aan as conidial Step 4 Gc Point Person drop Gown Select a designated Pa Person a Stop S Ci SE E COET Step The sepa aman Enterprise Incident Management Additional Functionality Checklists Report Extension Checklist pT Nagata ora Tacit Data area REPORT EXTENSION a Th Rape sere appears pa Ener the Expected Completion Date and Reason Extension ard amp Corus The raw due dea th document appears m The nant Detal aoe S Ta add ara repo ABD nT Repo Evers acca CUBE Wa and Save Al repor ereions wil appear in chronclogea onder panet ile oe Repo Extension sereen Delete an Incident Checklist hep On th nt Data rae TOE Step 2 The Delete nec appears Sip S Sec aaa Tor ha dele UT Tis Gop SO AAT TOT WE ederi beeg deleted Cie Save 8 Sp Te paden Deiat scean pat GSTS BOTT ATS Du NOTE incidents be deleted by uses win the nent Reporter Incident Point Person roles incidents can ony dite using he buten in EIM belare Fest Seton submited In order delete e ncident iater ne procesa send an mal request Program and have the tupenvor send emal
46. t me batom of every screen alabie on every anama Page 19 Enterprise Incident Management Provider My Dashboard Main Menu Menu Bar Main Menu Menu Bar The Man and the Menu Bar on al EM screens menus have Home Search Reports and Help inks nite Menu hey bulla end on e Mera Bar hey are The Menu Bar has HOSTS ink LM por trate io EM ee HOME From any sereen in EM he Home ok i etum th user 1o the My Dashboard screen and display the Work abby dea REPORTS The Reports ink users tothe Reports screen where ca creste an incident history by rice ealon HELP From any screen i EIM Heip nk wil display custom narrative spectator at EIM screen The ink oriy found on Menu Bar at he boton ol al EIA screens and the user to home page retaining the Uzer 1D Create New Incident Tre CREATE NEW INCIDENT button displays on the Dashboard screen Wren users elek CREATE NEW INCIDENT are directed to he Haul Seareh screen where hey search or nd select pape tor whieh 1o d new nce Once tne patent been selected users wil b drected he nun Detail screen whee wi select an Incident nd a ling Service Vacation tom tne drop down ise CREATE
47. ted properly A CE aaam Page 56 Enterprise Incident Management Provider Incidents Incident Final Section Stop 15 Sua to submit me incident Fina Seton dem e m en Step 18 The ncident Final Section updated Submitted stats ie Ty cw maion oetan This completes the creation submission a the Incident Final Section amama Pae Enterprise Incident Management Provider Incidents Responding to Review Responding to a Management Review Step by Step Process Ater te Incident Final Seton submited wil be reviewed and investigated deg Management Review and even inestpaton conducted by OLT program lc sis ne Indent Fina Sect alban be assigned Sr Reknowedged or Pending tus M he status Aekmowledged noter action ls required The incident wil be closed by OLTL stat e status is Pending a new Incident Final Section wil be created the stegs outlined in the Responding toa Management Review Siep y Siep Procees bew respond o he comments provided by an management reviewer Lacate incident tom My Dashboard or using Search sereen Clck he Management Review bak e Management Reve dtcument and determi changes lo e Fal tom e e Gaver oar
48. ts Incident Final Section Step 8 The ProvderSC Agency Acton Taken sereen appears Pest oe hin aan Page 52 Enterprise Incident Management Provider Incidents Incident Final Section Step 10 Compete the Provider SC Agency Action Taken screen and ch SAVE Gem Grom ren Page Enterprise Incident Management Provider Incidents Incident Final Section Step 11 The Veriication of Provider cree appears Review the tormaton and lek SAVE Syme em Gear Sa ea o NOTE ferent provider serve eatin reede 1o be selected ciek me the provider Page Enterprise Incident Management Provider Incidents Incident Final Section 12 Variation o Incident Casein sereen appears Review intonmaton and ciek Save Els e em Qo Gar NOTE primary or secondary category i hs screen te Reason tor Reclassilestion tex bor mandato Page 35 Enterprise Incident Management Provider Incidents Incident Final Section Step 13 The incident Dea screen appears Clek Vui 1o vl incident Final Secon SS Step 14 Validation Successful message wil appear al parts ot ha Final Sacto were compe
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