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County Board ImagineIS Training

SSA Director







Finance Manager
N/A

Customer Eligibility Specialist








SSA








Budget Support Specialist







N/A

​1-9-2017 Webinar
12-19-2016 Webinar
12-5-2016 Webinar
11-14-2016 Webinar
10-31-2016 Webinar
09-11-2016 County FY Update
03-10-2016 Webinar

Welcome and Introduction (2:05)

Tooltips for imagineIS (4:00)

Discovery – Path to Community Employment(6:41)

Assessments Center (28:51)

  • Medication Assessment Moved
  • Associating Medications

Link to Training Documents (30:39)

  • User Guides
  • Tip Sheets
  • FAQs
  • Videos

Wrap-up (33:17)


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Welcome and Introduction(1:27)

Assessment Center(5:49)

Training Resources(8:47)

Miscellaneous Bug Fixes(14:22)

  • Individual Page Load
  • ISP Reports
  • Individual Field on New Medication
  • Full Name Tool Tip
  • "Others" on Learning Log
  • Inactive Case Notes Status
  • SSA Productivity Report Changes

Upcoming Events(23:02)

Wrap-up(25:18)

Welcome and Introduction (3:28)

Required Verifications When Opening a New Individual the First Time (13:14)

Connections (34:25)

  • Connecting Providers to Individuals
  • Differences in Team Relationships
  • Editing Existing Contacts

Assessment Center (46:35)

  • Creating a New Self Assessments
  • Associating Medications to an Assessment
  • Associating Previous Medications

Navigation Options (50:56)

  • Tiles
  • Quick Nav Button
  • Process Bar

Importance of Phasing & Publishing (57:48)

  • Discovery
  • Outcomes
  • ISP

Publishing the ISP (1:05:07)

  • Prerequisites
  • Approvals vs Agreements
  • Electronic & Manual

Common Service Listing Issues (1:10:27)

  • Waiver vs Local Providers
  • Categories and Sub-Categories
  • Checking Provider's Status and Services
  • Issues with Units

Wrap-up(1:10:28-1:15:48)

Welcome and Introduction (0:00:20 – 0:02:48)
Individual’s Front Page (0:02:49 – 0:08:28)

Removal of WM

Removal of Discovery Quick Summary

Payors – Moved to Finance Discovery Module

Front Page will Finish the Load at the Top

Essential Health (0:08:29 – 0:16:37)

Update Add Medications

Update Remove Medications

Learning Logs – One Location(0:16:38 – 0:21:16)

Wrap-up(0:21:17 – 0:28:41)


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