SSIS Fiscal
August 23, 2005
Why SSIS Fiscal?
• SACWIS Requirement to include fiscal
data and transactions
– Payments
– Service Arrangements
– IV-E Claiming & Reporting
• CSIS replacement
– Reports
– MA Claiming
• Integration of case management and fiscal
functions
Mentor Meeting
August 23, 2005
2
SSIS Fiscal Preparation
• Now in SSIS Version 3.8
– Chart of Accounts Initial Load – in progress
– Provider/Vendors/Business Organizations
– Vendor Import from IFS or County Accounting
System
– Programs and Services
Mentor Meeting
August 23, 2005
3
Progress
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Payments, claiming and reporting workgroups
Custom county meetings
Technical meetings
Regional county meetings
Working with staff at Computer Systems Support
Begun vendor import
Finishing with COA Initial Load
SSIS Fiscal Flyer newsletter
– distribute current happenings
– post surveys or questions for which we need
additional input
Mentor Meeting
August 23, 2005
4
Fiscal Mentor Program
Fiscal Mentor will:
Receive specialized training
Attend bimonthly or quarterly meetings to
receive information and training on SSIS
Work with the County Fiscal Coordinator
to resolve project and local county
problems
Provide county feedback about using SSIS
Fiscal
Mentor Meeting
August 23, 2005
5
Fiscal Mentor Program (cont.)
Supply day-today user support by
providing samples of, or training on
system changes
Serve as a communication link between
county accounting staff and SSIS.
Mentor Meeting
August 23, 2005
6
Benefits of a Mentor Program
To the county
Access to timely SSIS Fiscal application
information
Shared information from other counties
Well-informed on-site support
Communication link to SSIS designers
Demonstrations and training with time for
questions and answers
Regular meetings for updates to
information
Mentor Meeting
August 23, 2005
7
Benefits of a Mentor Program
To SSIS
Presentation of consistent, updated
information
Better use of Help Line resources allowing
Help Line staff to focus on more complex
issues
Communication from Fiscal users on
needed changes and enhancements
Quality implementation of system updates
Mentor Meeting
August 23, 2005
8
Information Integrity More
Important Now
• All billing, claiming and reporting done in SSIS Fiscal so
accurate information is needed to:
– Make payments to vendors
– Create and submit accurate claims based on time
reporting and purchased services for reimbursement
– Send reports to DHS for their use and reimbursement to
counties
• Cash Flow
– Accurate information = County revenue
Mentor Meeting
August 23, 2005
9
Vendor Import
• Vendor records import from county
accounting system. Changes to imported
fields are made only in the county
accounting system.
• Import will overwrite Bus Org Name,
payment address, phone, fax, e-mail, etc.
in SSIS.
– Need to train SSIS Worker users to search by license type
or IV-E eligible indicator. Smith, John Foster Care Home
will be overwritten by your county accounting system to
Smith/John and you may have another John Smith that
provides Chore Services.
Mentor Meeting
August 23, 2005
10
Vendor Import
Imported Fields
• Vendor number
• Fax number
• Vendor name
• E-mail address
• Address line 1
• Status
• Address line 2
• Payee Vendor number
• Address line 3
• MMIS MA Provider ID
• City
• 1099 Vendor
• State
• Phone number
• Zip code
• County code
• National Provider Identifier
(future use)
• Associated processing
information fields
• Phone number
Mentor Meeting
August 23, 2005
11
Mentor Meeting
August 23, 2005
12
Service Arrangement
Mentor Meeting
August 23, 2005
13
Service Agreement
Mentor Meeting
August 23, 2005
14
Payment details
Mentor Meeting
August 23, 2005
15
Chart of Accounts updated
• If the county uses Maximums on the Chart of Accounts
(COA) codes or groups, then the account is updated in
the COA so that the dollar amount is listed as expended
instead of encumbered.
Mentor Meeting
August 23, 2005
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