2 Required Trainings Cornerstones of Confidentiality Health Insurance

2 Required Trainings Cornerstones of Confidentiality Health Insurance Portability and Accountability Act (HIPAA) Information Security Training (IST) Program New York State Employment Supports- Security Officer Training http: //www. nyess. ny. gov/training/hipaa_security/index. html

3 Useful Tips: • • • • Always use IE 9 -11 Never use the back button Keep the record in “Pending” so you can save as you navigate through each tab Green Dots indicate a required field Remember to select “Add” or “New” in order to enter information into a grey field You can search for more than one individual at a time You can add activities to more than one record at a time If you don’t know the date the individual started receiving public assistance enter today’s date Always select “Contractor” as your agency Always select “NYESS Provider Default” for the WIB There should always be one open service per individual “Service Type” is always “Intensive” Work History tab is for PAST employment Jobs Info tab is for CURRENT employment For volunteer work enter $0. 01 for the hourly amount Dates should always start with a leading zero (01/10/2015)

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6 Section Two: Searching for an Individual

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16 Section Three: Creating a New Record. General Info

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29 Section Four: Creating a New Record. Additional Info

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34 Section Five: Creating a New Record. Programs/PA

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37 Section Six: Creating a New Record. NYESS Info

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42 Section Seven: Creating a New Record. Objective Tab & Exploring O*Net

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52 Section Eight: Creating a New Record. Work History

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63 Section Nine: Creating a New Record. Ed/Lic

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Section Ten: Creating a New Record Skills 65

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67 Section Eleven: Saving an Active Record & Viewing Resume

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72 Section Twelve: Activating an Agency

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78 Section Thirteen: Adding a Service

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86 Section Fourteen: Funding a Service

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92 Section Fifteen: Adding Additional Services & Ending Existing Services

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115 Section Seventeen: Activities

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122 Adding Activities to Multiple Individuals

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125 Section Eighteen: Comments

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129 Section Nineteen: Entering Termination Info

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133 Section Twenty: Closing the Employment Service

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135 NYESS Checklist

Customer Detail Section ü General Info ü Additional Info ü Programs/PA ü Objective ü Work History ü Ed/Lic ü Skills ü Jobs Info TTW Tab – If applicable ü Date Ticket Assigned is entered ü Date Employment Plan is developed is entered ü All three “Yes” options are selected Activities Comments – If applicable Services Section ü Activating an Agency ü Adding a Service ü Funding a Service 136

137 Navigating NYESS http: //www. nyess. ny. gov/

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150 Logging into NYESS

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166 Staff 1 Staff 2 Staff 3

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171 Technical Issues. Please include NYESS in the Subject Line helpdesk@omh. ny. gov (518) 474 -5554