Day One
Welcome
- Introduction to DSI Team (1.0)
- Roles and responsibilities
- CEO, President and COO briefing
- Introduction to ClientTrack (2.5)
- The Contract
- Scope of Work
- Terms and Conditions
- Understanding Client Expectations
- Reporting progress
- Establishing an Implementation Account Project Plan
- Configuring and Tailoring
- Database Setup
- Training and Production Databases
- Sign In Errors
- Definition of Common Terms
- (What is a Systems Administrator, Organization, Program, Service, Workgroup, etc?)
- Navigating in ClientTrack
- ClientTrack Security
- The ClientTrack Platform
- The Designer Tools
- Common Problems with New Clients
- Business Process establishment
- Subject Matter Expertise
- Map / Gap Analysis
- Create User Name and Password for Access to ClientTrack
- Break (1.0)
- Sales Team Briefing (2.0)
- Sales Process
- The Funnel
- Forecasting
- Managing Client Expectations
- Contracts
- Definition of Administrative Hours
- Data Conversion Process
- Training Handover Process
- Lessons Learned
- Practice in ClientTrack (1.0)
Day Two
- System Admin Set Up (2.5)
- White Board Dummy Organization
- Organization Setup in ClientTrack
- Reports (2.0)
- Compliance Reports
- APR
- AHAR
- HOPWA (this is not in the product yet)
- Generic Reports
- Break (1.0)
- Workgroup Designer (2.0)
- Create Dummy Workgroup
- Tabs, Menus, and Menu Options
- Practice in ClientTrack (1.0)
Day Three
- Housing Designer (1.5)
- Create Dummy Facilities, Rooms, and Beds
- Set Up Rent and Services
- Client Check Reservation and Check In
- Workflow Designer (2.0)
- Create Workflow from Baseline Workflow
- Attach Workflow to Workgroup Menu
- Demonstrate Workflow Operation
- (need to design a workflow, not just menu and run a workflow)
- Break (1.0)
- Forms Designer (2.0)
- Tables and Keys
- Copy and Customize
- Modify Forms
- Data Designer
- Edit Form Elements
- Rules
- Spreadsheet Designer (.5)
- ClientTrack 2007R1 Briefing (2.0)
- New Look and Navigation
- Dashboard
- Cubes
- Workgroup Designer
- Visual Forms Designer
- Workflow Designer
- Active Reports
- New Spreadsheets
Post-Training Exercise and Certification
(Specific Data Provided to Partner at End of Training)
- Establish Mock Account Project Plan
- Outline Day In The Life of Actors in the Mock Organization.
- Map / Gap
- Set Up Mock Organization in ClientTrack
- Set Up New Users
- Create User Names and Passwords
- Common Case Management –
- Perform Client
- Entry
- Assessment
- Enrollment
- Tracking
- Outcomes
- Reporting
- Cubes
- Create a Workgroup
- Modify Tabs, Menus, and Menu Options
- Edit
- Copy and Configure Tailor a Form
- Copy and Configure Tailor Workflow
- Create Configure Tailor Rules
- Create a Housing Facility, Rooms, and Beds
Note: This Business Partner Program Training and Certification Curriculum Outline is not a detailed explanation of DSI’s Business Partner Program and is meant to be a summary only. It does not obligate DSI to any specific performance. In all cases, the terms of a partnering relationship with DSI are set by the Business Partner Agreement, which supersedes this document in all respects.
