SSIS Fiscal Documentation
Links to documents on this page provide helpful information related to SSIS Fiscal. Use the A-Z search feature to locate a Fiscal Task. Each Task heading is followed by various types of documentation relating to that task.
Types of Documentation
Various types of documentation are provided. Select the document type to read a description.
Job Aids
Tutorials
References
Modules
Worker Documents
Presentations
Software Specs
FNWT Handouts
All documents related specifically to Fiscal New Worker Training are found on the FNWT link. They are also denoted here with (FNWT).
Fiscal Mentor Meeting Materials
All documents related specifically to a Fiscal Mentor Meeting are found on the Fiscal Mentor Meeting site, located on the Meeting Information link.
Documentation
Use the A-Z search feature to locate a Fiscal task. Each Task heading is followed by related tutorials, modules, job aids, references, handouts from presentations, presentations, and links to Worker documentation related to the task.
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Click on the alphabet letter to quickly access a task, e.g., V for Vendor Import.
A
Admin
Tutorials:
Admin General Reports
County Preferences
Payment Accrual Codes Entry in Admin
Programs and Services
Revenue Account Records
User Profile / August 2011
August 2011
August 2011
August 2011
August 2011
August 2011
Job Aids:
Staff Qualifications
New Department
New Location
New Role
New Unit / August 2011
August 2011
August 2011
August 2011
August 2011
References:
Admin Overview / August 2011
Handouts:
SSIS Admin Functions / 3/17/08
B
Bus Org
Tutorials:
New Vendor Entry / August 2011
C
Chart of Accounts
Fiscal Modules:
Chart of Accounts (COA) / 3/24/06
G
General SSIS Fiscal
Tutorials:
Grid Options in SSIS
Print Options for Grids and Grid Reports / November 2011
August 2011
Job Aids:
Grid Anatomy (FNWT)
Print Options for Banded Reports
Accessing the SSIS Fiscal Training Website (FNWT)
Fiscal Navigation Guide (FNWT)
Grid Options- Helpful Hints for Excel / November 2013
August 2011
December 2012
November 2013
October 2011
References:
Fiscal Searches
Fiscal Case vs. Workgroup
Worker/Fiscal Functionality
SSIS Overview (FNWT)
Combined Fiscal Glossary
Fiscal & Worker – Working Together (FNWT)
Tips for Printing Screen Prints / August 2011
August 2011
August 2011
August 2011
October 2011
November 2013
August 2014
Worker Documents:
SSIS Overview / 6/21/05
H
Healthcare Claiming
Tutorials:
Healthcare Eligibility Reporting (FNWT)
Healthcare Claim Reporting (FNWT)
Healthcare Claim Advanced Search / March 2014
March 2014
August 2011
Job Aids:
Healthcare Claim Proofing (FNWT)
Void, Resubmit and Finalize Claims
Do Not Claim Determination
Healthcare Claim Batch (FNWT) / March 2014
August 2011
August 2011
November 2013
References
CW-TCM Policies and Guidelines
Healthcare Claiming Overview (FNWT)
Healthcare Claiming Workflow (FNWT) / December 2011
November 2013
December 2012
Presentations:
CW-TCM: Policies & Guidelines for Claiming / December 2011
I
Interfaces
Instructions for Setting up Claim Interface Settings / Version 4.3
P
Payments
Tutorials:
Payment Approval and Batch Submission
Payment Advanced Search
Payment Cancellation Entry
Payment Refund and Recovery Entry
Adjustment and Correcting Entry Adjustment
How to complete a Payment Modification when a Service Arrangement is Associated
Payment Reporting (FNWT)
Payment Overview (FNWT)
Payment Modifications (FNWT) / August 2011
August 2011
August 2011
August 2011
August 2011
August 2011
November 2013
July 2014
November 2013
Job Aids:
New Payment (FNWT)
Payment Proofing Messages and Helpful Hints
New Posted Payment / August 2011
August 2011
August 2011
References:
Payment Workflow (FNWT) / November 2012
Person
Worker Documents:
Person Search – County / V12.1
S
Service Arrangement
Tutorials:
Service Arrangement Advanced Search
Service Arrangement Required Fields
Service Arrangement Amendment
Service Arrangement Reporting (FNWT)
Service Agreement
Tomato, Tomāto, Tomáto (FNWT) / August 2011
August 2011
August 2011
November 2013
August 2011
December 2012
Job Aids:
New Service Arrangement (FNWT)
Service Arrangement Overview (FNWT) / November 2013
December 2012
References:
Service Arrangement Workflow (FNWT) / November 2012
Service Arrangement Groups
Tutorials:
New Service Arrangement Group / August 2011
State Reports
References:
State Reports Overview (FNWT) / July 2014
CMHRS Report
Fiscal Modules:
CMHRS Report / August 2011
IV-E Eligibility
Module:
Title IV-E Abstract Report / April 2012
References:
IV-E Child Count Proofing Messages
IV-E Payment Proofing Messages
IV-E Terms cross reference / April 2012
April 2012
April 2012
Tutorial:
Guide for Claiming EFC and EFC-SIL / April 2012
SEAGR Report
Fiscal Modules:
SEAGR Report / August 2011
TCM-CSR Report
Fiscal Modules:
TCM-CSR / August 2011
Job Aids:
TCM-CSR Rejected Time Data Report Errors / 5/30/07
Job Aids
· Details how to perform a task/function
· Includes step by step navigation
· Typically one to four pages in length
Tutorials
· Mixture of a Job Aid and a Module
· Includes why to enter the information, when to use, references, best practices, policy information
· May or may not include step by step navigation
· Shorter than a Module
References
· Used to assist users with tasks
· Includes little to no step by step navigation
· Examples include list of reports, list of statutes, diagram
Modules
· Explains a complete process in the application
· Combines overviews, screenshots and navigation
· Includes table of contents, introductions, text (both navigation & non-navigation), screen shots to reference, statutory references, best Practices, hints
· Less technical than Specs
Worker Documents
· Various documents created by SSIS Worker, that are applicable with SSIS Fiscal Tasks and functions
Presentations
· Most PowerPoints used in training originated as Fiscal Mentor Meeting presentations, available on the Meeting Information page.
Software Specs
· See a list of current Software specs on the Fiscal home page.
· Technical documents that contains detailed information about a Task/Module within SSIS.
· Document assists users or IT staff to clarify how or why a particular piece of SSIS performs the way it does.
· Includes design criteria, requirements of the system, processes, Business Rules, tables to define fields & requirements, diagrams to show workflow processes, references to statutory regulations, references to policy information
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