OA Readiness Checklist

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OA CANS/ANSA Readiness Checklist
Follow the steps in this Readiness Checklist to prepare for on-boarding. When all steps are completed, submit the
OA-SMR Readiness Attestation e-form on the Provider’s Website. You will then be scheduled for a Go-Live date.
CLIENTS: Only current client episodes will be transferred from InSyst into OA when staff are in OA.
1. ☐ Client Episodes are current in InSyst. (Tip: This may take considerable time and effort.)
a. Use InSyst report # 121, Open Caseload Report, for reference.
b. Primary Clinician and Physician are current active staff (Only episodes with active staff will be
transferred into OA.)
c. Reporting units are accurate (Only episodes with active RUs will be transferred into OA.)
d. Episodes are closed if appropriate.
e. Episodes are transferred to OA (Use Clients by RU report in the Training Environment)
STAFF: Active staff ID#s will be transferred from InSyst into OA.
1. ☐ All staff have InSyst Staff ID #s. Staff ID #s are created in InSyst, not in OA.
a. Staff who will create assessments must have ID #s.
b. Administrative staff accessing OA must have staff ID #s, including Directors, System Administrators, Data
Uploaders, Supervisors approving assessments, and Support staff.
2. ☐ All Staff are active in InSyst in order to trigger transfer to OA. (See # 1 above)
a. Staff with end dates on their InSyst staff ID # have had their end dates removed.
b. Staff who have not had any services in the last year have been activated for transfer.
i. Inactive staff may be activated via the InSyst Staff ID # Update request e-form. Use the “OA
Transfer” checkbox.
ii. Staff may also be re-activated by emailing the User Spreadsheet Error Report with a request to
activate ID #s. (See #3 below)
3. ☐ Optional: Staff User Spreadsheet has been uploaded to OA. Send Spreadsheet to Alex Jackson of BHCS for
OA processing. Errors from Error Report have been corrected. (Users may alternately be manually added by the
CBO or BHCS Clinic Administrator)
a. “Missing” staff have had InSyst ID #’s assigned as in #1 above.
b. “Missing” staff have been activated by working with County Help Desk as in # 2 above.
c. OA Roles have been assigned via User Spreadsheet. (As allowed by drop down menu on User
Spreadsheet. See OA Role description chart)
d. Email addresses have been supplied via User Spreadsheet. (Use work email address)
e. Professional Suffixes have been supplied via User Spreadsheet. (As allowed by drop down menu on
spreadsheet)
f. Job Titles have been assigned via User Spreadsheet.
g. Placements (Reporting Units or Organization) have been supplied via User Spreadsheet.
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4. ☐ CBO Lead Administrator and CBO Administrators have been arranged with Alex Jackson. (at least 2 per
agency. Lead Administrators must be assigned by BHCS IS. Lead Administrators may assign CBO Admin role.)
VERIFY INFORMATION IN OA TRAINING SITE: https://training-alameda.oasmr.com
5.
☐ CBO and CBCS Clinic Administrators verify that client episodes are in OA Training with the correct reporting
units, Primary Clinician and Primary Physician. (Fixes done in InSyst)
6. ☐ Administrators verify in OA Training that all staff who will need access to OA have been transferred to OA.
(If they need a Staff ID# or to trigger a transfer, use the InSyst Staff ID request e-form) Do not update any
accounts at this point. Every night the OA Training Site is refreshed and changes will be lost.
7. ☐ Verify that all CANS/ANSA Certifications have transferred into OA. (If not, work with Alex Jackson or Lauren
Schmidt.)
8. After the three items above are complete, CBOs should contact Alex who will pass approval on to BHCS IS. BHCS
IS will work with the agencies to verify that client episodes and staff are in OA before giving them passwords to
Production. However, we will revisit this if we find that most organizations are lacking in their readiness
concerning episodes and staff in OA. Once they fix client episodes, verify certifications are in OA and most of
their staff are in OA, then we can give the Admin access to Production for staff updating only.
TASKS IN OA PRODUCTION SITE: https://alameda.oasmr.com
9. ☐ Administrator has applied to BHCS IS for Administrator access to the OA Production Site
10. ☐ CBO or BHCS Clinic Administrator has signed into OA Live Production Site and assigned additional CBO
Administrator roles as appropriate. (at least 2 per agency)
11. ☐ CBO or BHCS Clinic Administrator has verified or manually entered Staff Profiles in OA Production Site. (If
optional User Spreadsheet was uploaded, then verify profiles. If User Spreadsheet was not uploaded, then
complete staff profiles.)
a. Verify or assign Roles in OA. (Roles permit or restrict actions. See OA Role description chart. All staff
are initially uploaded with the role of Clinician. Replace that role if the staff will not write assessments.
Users can only see other users with lower placements than themselves.)
b. Verify or assign Placements = RU or Organization (determines which set of clients and staff are available
for viewing and writing. Users with organizations can see all, Users with only RU can only see those
clients or staff in that RU.) Clinician's Gateway users: Update RU placements via Clinician's Gateway
account update request. Non-Clinician's Gateway users: CBO Administrator assigns in OA.
c. Verify/assign the email address. Use work e-mail. Administrator can correct in OA or CG.
d. Verify/assign Professional Suffix and Job Title. Administrator can correct in OA or CG.
e. Verify the “staff type” found on the staff profile “tags” tab. Correct any errors using the InSyst staff ID #
Update request.
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12. ☐ In-house OA Expert(s) identified for staff training and reference. (Train the trainer model)
AFTER STAFF ARE UPDATED IN PRODUCTION, RETURN TO THE TRAINING SITE FOR STAFF TRAINING:
13. ☐ In-house trainers have watched the training videos and practiced on the training site. (links to the training
videos are listed on the last page)
14. Ongoing new staff ID#s: After the initial on-boarding of staff, new staff ID#s will be transferred from InSyst to
OA within a few days of creation.
a. Clinician's Gateway user organizations will have full staff information transferred into OA. The role of
Clinician will be defaulted into OA. The clinic administrator must assign any different role.
b. At Non-Clinician's Gateway organizations, the CBO Administrator will then work in OA to complete the
staff profile, adding roles, placements, email address, professional suffix and job title. They will check
the “Active” box when the profile is completed.
15. Ongoing staff processing: Administrators will be responsible for maintaining staff status (active or inactive) by
adding end dates in InSyst. Inactive staff are not allowed to access the system. Staff End Date can be viewed on
the OA Staff Profile. To immediately deny access, uncheck “Active”. Assessments will not be allowed if staff
certification has expired.
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CLINICAL TRAINING
Annual training and certification is required for use of CANS/ANSA. In order to be certified, clinicians must demonstrate
reliability on a case vignette of .70 or greater. All Users become certified through the Praed Foundation CANS
Collaborative Training Website: http://www.canstraining.com When registering, under “Choose Jurisdiction,” select
“California-Alameda County” jurisdiction, enter InSyst Staff ID # in the “External ID” field.
1. ☐ Staff are trained and certified through the Praed Foundation.
2. ☐ All certifications transmitted to the Praed Foundation, including paper certifications.
3. ☐ Alameda County jurisdication added to registration accounts on Praed Foundation website
4. ☐ Staff ID # added to the External ID field in Praed Foundation website.
5. ☐ Identified at least two staff (clinical supervisor, program manager) to become your “In-House” Agency CANS
Trainers. See Tip Sheet: Training the Trainers
6. ☐ Arranged for Agency CANS/ANSA Trainer(s) attend two-day CANS Train-the-Trainer Certification “live”
session with John Lyons, PhD.
7. ☐ Agency CANS/ANSA Trainer facilitates 3-hour CANS/ANSA Pre-certification trainings for clinicians and other
staff.
8. ☐ Staff goes to Praed Foundation CANS Collaborative Training Website: http://www.canstraining.com to take
Final Exam and Certify.
OA-SMR APPLICATION USE PREPARATION:
1. ☐ Optional: CBO IT staff will collaborate with OA staff to build upload link for assessments.
2. ☐ If uploading assessments: CBO has altered in-house CANS/ANSA tool to meet County data collection
requirements. (Organizations uploading assessments might have limited clinical staff use of OA. Assessments
can be uploaded despite clinical staff inactive status in OA.)
3. ☐ Assigned Application Experts/Trainers within the organization as needed.
4. ☐ Experts/Trainers will watch the OA training videos at
https://www.youtube.com/channel/UCVIV8xpklj4P1IOypNJ0nqw/playlists and practice in the OA Training
environment at https://training-alameda.oasmr.com. Optional: Attend OA-SMR webinar as scheduled.
5. ☐ Experts/Trainers train local staff to use the OA-SMR application in the OA Training environment at
https://training-alameda.oasmr.com.
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_______________________________________________________________________________________________
CANS/ANSA READINESS CHECKLIST – DETAIL
CLIENT PREPARATION
1. ☐Verify that episode information is correct in InSyst. Episode reporting units will determine availability of
clients for CANS/ANSA assessments when staff and client have matching “Placements” = RU or organization.
2. ☐Update the Primary Clinician and Physician on episodes to current staff. If the primary clinician or the
physician on an episode has not been transferred to OA, the episode will not transfer to OA-SMR.
STAFF ACCOUNT PREPARATION
1. ☐Obtain Staff ID #’s for all staff. Many already have them from previous claiming activities with the County. If
you are not sure, contact the Alameda County BHCS Help Desk at 510-567-8181 or [email protected] to verify
the Staff ID #.
2. ☐Activate staff: Clinicians who have not given services in the last year or who have an End Date on their InSyst
Staff ID # will not be uploaded into OA-SMR. Submit a Staff # Request to remove an end date. Staff ID #
requests are found in the e-forms (BHCS Information Systems Service Requests). Indicate “Objective Arts –
Transfer”. Add a comment to remove an end date if you know it exists.
For Clinicians Gateway users, verify the staff ID # information on the View Staff page. (especially staff type
and no end date) Submit InSyst Staff # Update Requests to the BHCS Help Desk for any needed updates.
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For Clinicians Gateway users, each staff should verify that their staff profile information is correct in Clinician's
Gateway, especially work email address. Each staff can see their profile by clicking on the “Security/Password”
link at the bottom of the Clinician's Gateway screen. Staff can update their own profiles except suffix.
Submit Clinician's Gateway Staff Authorization Request for any changes to Professional Suffix.
3. ☐Non-Clinician's Gateway Users: If desired, fill out the OA User spreadsheet. Non-Clinician's Gateway users
will need to have their profile completed in OA with email, professional suffix, job title, role and organizational
placement. The spreadsheet has accepted values in its drop down menus. Contact Alex Jackson for the
spreadsheet “CBO providers_staff_members.xlsx.”
4. ☐Arrange for initial CBO Administrator in OA. Contact Alex Jackson.
5. ☐The CBO Administrator has the ability to add additional Administrators. See # 6 below.
6. ☐CBO Administrator updates or adds staff user profiles in OA-SMR. After the initial staff upload, OR if not
using the User Spreadsheet upload, follow this procedure with new staff. Add email, professional suffix, job
title, role and organizational placement. Check staff type in the “tags” tab. (see link to training video below)
(Contact Alex Jackson for assistance with the initial upload of staff via OA User Spreadsheet if needed.)
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Use “Show Filter” to filter for the name of the staff person.
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7. ☐OA in-house experts can view the you-tube training videos listed on the last page in preparation.
8. ☐As New staff arrive, use the procedures described in # 6 to
a. Verify or add elements to the correct staff profile: Role, Organizational or RU placements, staff type (on
tags tab), email address, professional suffix, and job title.
b. Check the “Active” checkbox when all required elements have been added.
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CLINICAL PREPARATION
1. ☐ Annual training and certification is required for use of CANS/ANSA. In order to be certified, clinicians must
demonstrate reliability on a case vignette of .70 or greater. All Users become certified through the Praed
Foundation CANS Collaborative Training Website: http://www.canstraining.com
2. ☐ When registering, under “Choose Jurisdiction,” select “California-Alameda County” jurisdiction, enter InSyst
Staff ID # in the “External ID” field. Users registered in other jurisdictions should contact Alex Jackson to arrange
certification transfer.
3. ☐ Identify at least two staff (clinical supervisor, program manager) to become your “In-House” Agency CANS
Trainers (subject matter experts). See Tip Sheet: Training the Trainers
4. ☐ Arrange for Agency CANS/ANSA Trainer(s) attend two-day CANS Train-the-Trainer Certification “live” session
with John Lyons, PhD.
5. ☐ Agency CANS/ANSA Trainer facilitates 3-hour CANS/ANSA Pre-certification trainings for clinicians and other
staff.
a. ☐ Optional: Send staff to CANS Provider Collaborative Pre-Certification 101 Workshops (CANS 0-5, CANS
6-17, ANSA-T)
b. ☐ Optional: Bypass “Live” training and train/certify “On-Line.”
6. ☐ Staff goes to Praed Foundation CANS Collaborative Training Website: http://www.canstraining.com to take
Final Exam and Certify.
OA-SMR APPLICATION PREPARATION:
1.
2.
3.
4.
5.
☐Assign Train the Trainers within the organization.
☐Trainers watch the OA training videos. (see list below)
☐Trainers attend OA webinar on the OA-SMR application.
☐Trainers help local staff with OA-SMR application use.
☐Optional: CBO IT staff collaborate with OA staff to build upload link for assessments. Contact Alex Jackson for
the upload specifications and guidance documents.
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Objective Arts Tutorial Videos:
https://www.youtube.com/channel/UCVIV8xpklj4P1IOypNJ0nqw/playlists
Alameda CBO Admin – http://youtu.be/Elc2TpC_DJI




Log on as CBO Administrator
Activate User
Assign Roles
Assign Placements.
Clients List – http://youtu.be/xLkFw3x72ZQ




Navigate through lists of Clients
Use Filters
View a Client's Assessments
Add/Remove Clients to Workload
Assessments List – http://youtu.be/lrFWDi4qfZM


View and navigate through lists of Assessments
Use Assessment Filters such as Organizational Unit filter, et al.
New Assessment – http://youtu.be/rjbtp4etJ-c



Create a new Assessment
Simple Assessment Data Entry (for ACE Assessment)
Delete Assessments
CANS Data Entry – https://youtu.be/AEfqUC4O488


Enter data into a CANS
Use Assessment pre-populate feature.
Submit Assessment – http://youtu.be/Wh1NsorYhVs



Submit an Assessment
Assessment validations
Navigate through validation error,
Approve Assessment – http://youtu.be/q9I315gbPi4

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
Approve an Assessment
Reject an Assessment
Use Sequential Approval feature
Reports - https://www.youtube.com/playlist?list=PLHcGj4_SxYiF5l_Ru2f9lfS0b8ngFS3Jr
With regard to any of the videos, there may be subtle differences in appearance between the system used in the videos
and the Training Alameda system. This is, in just about every case, due to slightly different configurations used for the
demonstration system. For example, the questions in the CANS assessments may not correspond directly between the
videos and the Alameda CANS. The general principles remain the same.
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