These OCCMS training modules are intended for CMSM / DSSAB staff.
 Module 1
New User: Case Management - Part 1
The starting point for case management. The focus is on reviewing an Applicant, a Child and completing an Income Test.
Back to Top
Module 2
New User: Case Management - Part 2
This module builds on Module 1. Learn more about navigating through an Applicant and Child, including Child Placements, Schedules, effective Case Notes and Letters.
Back to Top
Module 3
Case Management Reports and Reminders
The focus is on Custom and System Generated Reminders, Custom and Standard Reports, Child Care Directory and Labels.
Back to Top
Module 4
Record of Attendance (ROA)
This module will show you how to verify a Provider Site's Attendance/CWELCC (web and paper), do adjustments and complete the billing process.
Back to Top
Module 5
Provider Head Office and Site
The starting point for contract management. Navigate through a Provider Head Office and Site, and review the Master Contract, Schedules and OCCMS Billing Rates.
Back to Top
Module 6
Provider Head Office and Site Reports and Reminders
Review Custom and System Reminders, Custom and Standard Reports, and Labels.
Module 7
Admin / Sys Admin Settings
Navigate through the Admin / Sys Admin Settings which support CMSMs / DSSABs' business practices.
Back to Top
Module 8
Waitlist
Review the Waitlist, Sys Admin Settings, adding children to the Waitlist and Reports.
Back to Top
Module 9a
Children Services Portal (CSO)
Supports OLAF, Document Upload, Two-Way Messaging and EarlyON. This training session will include: CSO & OLAF settings, demonstration of CS Portal from client's view, CMSM/DSSAB view of OLAF applications, Electronic Document Management (EDM) and Two-Way Messaging.
Back to Top
Module 9b
OCCMS Letters
Learn how to view, edit and create new letters in OCCMS, ensuring consistent letters are being used by all staff. Applicant/Child/Head Office/Site Letters will be pre-populated with information from the records on OCCMS.
Back to Top
Module 10
New Version Training
Highlights enhancements on the latest version of OCCMS 9.8:
- Electronic Document Management, Head Office and Provider Site Level
- Children's Services Portal: OLAF, applicant document upload, EarlyON registration
Back to Top
Module 11
Financial Management (OCCMS Operators)
Demonstration of CMSM/DSSAB creating budget packages and Service Provider entering/submitting budget information.
Back to Top
Module 12
Recreation Camp Attendance
Verify a Recreation Camp Attendance (web only) and complete the billing process.
Back to Top
Additional Modules
The following training sessions are available upon request, please complete the form below and submit to the OCCMS Team to arrange a time and date.
Budgets
- Amendments
- New yearly budgets
Head Office Fee Subsidy Adjustments
Letters
OCCMS Navigation, Tips and Shortcut
OCCMS Operators
Online Application Form (OLAF)
Reassigning Caseloads
Reviewing and Revising Care Codes
Special Purpose Expenses
System Generated Placements for School Closure Days
Universal Rate
EarlyON Child and Family Programs
Back to Top
|
