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.
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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.
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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.
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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.
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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.
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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.
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Module 8
Waitlist
Review the Waitlist, Sys Admin Settings, adding children to the Waitlist and Reports.
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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.
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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.
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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
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Module 11
Financial Management (OCCMS Operators)
Demonstration of CMSM/DSSAB creating budget packages and Service Provider entering/submitting budget information.
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Module 12
Recreation Camp Attendance
Verify a Recreation Camp Attendance (web only) and complete the billing process.
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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 (CMSM / DSSAB Staff)
OCCMS Operators (Providers)
Online Application Form (OLAF)
Reassigning Caseloads
Reviewing and Revising Care Codes
Special Purpose Expenses (CMSM / DSSAB Staff)
Special Purpose Expenses (Providers)
System Generated Placements for School Closure Days
Universal Rate
EarlyON Child and Family Programs
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