fiscal officers training manual - New York State Conference of Local ...

More documents

Recommendations

Info

FISCAL OFFICER TRAINING MANUALADDITIONAL RESOURCESAdditional ResourcesDescriptions and Linksa. Acronyms This list of Acronyms was compiled from a variety of sources. Anacronym is a pronounceable word formed from each of the first letters ofa descriptive phrase or by combining the initial letters or parts of wordsfrom the phrase.For a list Acronyms related to Mental Health:http://www.omh.ny.gov/omhweb/resources/acronyms.htmlb. CBR and Claiming Manual CBR - Consolidated Budget Reporting Manual documents provideprocedures and step-by-step instructions for fulfilling fiscal reportingrequirements related to the receipt of State Aid. (NYC and Upstate).To view the CBR and Claiming Manual:http://www.omh.ny.gov/omhweb/cbrc. CFR Manual The Consolidated Fiscal Reporting (CFR) site provides information onfiling CFR documents and resources including contact listings,schedules, frequently asked questions, (FAQ's) and links to relatedsites.To view the CFR Manual and download the CFR software:http://www.omh.ny.gov/omhweb/finance/main.htmd. Aid to Localities Spending Plan The Spending Plan Guidelines site provides the Aid To LocalitiesSpending Plan Allocation Guidelines and Instruction manualsTo view the Spending Plan Guidelines:http://www.omh.ny.gov/omhweb/spguidelines/selectletter.aspFunding Source Codee. NYS OMH / OPWDD / OASASWebsitesi. CFRS Mailing ListALFSOMH Website: http://www.omh.ny.gov/index.htmlOPWDD Website: http://www.omr.state.ny.us/OASAS Website: http://www.oasas.state.ny.us/CFRS Mailing List: will keep you informed on the CFRS Softwareincluding new versions and software updates.To put your email address on the CFRS mailing list:http://www.omh.ny.gov/omhweb/listserv/cfr.htmf. Fiscal Officer Meetings County-organized Fiscal Officer meetings occur throughout the year todiscuss various topics, share concerns, issues, solutions, information,etc. Contact your local NYS Field Office or nearest County FiscalOfficer for schedule and location.g. NYS Field Offices The Field Office, as an intermediary between NYS and Counties,oversees the fiscal reporting of a particular region of the state and canbe a valuable resource for county Fiscal Officers. Comments orquestions about the Aid to Localities Spending Plan AllocationGuidelines may be addressed to the Field Office.OMH Field Offices:http://www.omh.ny.gov/omhweb/aboutomh/FieldOffices.html
OPWDD Field Offices (DDSO):http://www.omr.state.ny.us/ws/ws_linemap.jspOASAS Field Offices:http://www.oasas.state.ny.us/pio/regdir.cfmh. What is?-Form AC-1171Form AC-1171 is the State Aid Voucher form for OPWDD. See theCBR and Claiming Manual for more information:http://www.omh.ny.gov/omhweb/cbr-NPI-Patient Characteristicsi. Program Changes – What do you do?-PARNPI stands for National Provider Identifier and is related to the HealthInsurance Portability and Accountability Act (HIPAA). For moreinformation: http://www.emedny.org/hipaa/NPI/index.htmlThe Patient Characteristics Survey is required for all programslicensed or funded by NYS OMH. Patient Characteristics Survey (PCS)Portal - The PCS provides a comprehensive one–week "snapshot" ofthe population served by New York State's public mental health system.View demographic, clinical, and service-related information for eachperson who receives a mental health service during the specified one–week period using the dynamic Portal Summary or Planning ReportsPatient Characteristics webpage:http://bi.omh.state.ny.us/pcs/indexPAR refers to the Prior Approval Review process for obtaining programcertification. The Application for Prior Approval Review (OMH-165 3/99)is available in Portable Document Format (PDF) and as an on-line formand should be used for projects subject to prior approval by the Office ofMental Health as defined under NYCRR Part 551.PAR webpage: http://www.omh.ny.gov/omhweb/par-MHPDThe Mental Health Provider Data exchange (MHPD) is a Web-basedapplication designed to support an accurate and timely master directoryof providers in the New York State public mental health system. TheMHPD enables local mental health authorities and providers to use theease of the Internet to verify or request changes to program informationthey are required to submit to OMH.MHPD webpage: http://www.omh.ny.gov/omhweb/mhpdj. OMH Statistics and Reports OMH collects Residential, Children, Patient Characteristics, Medicaid,and other data for use in planning and analysis. A variety of reports areavailable.Statistics and Reports:https://www.omh.state.ny.us/omhweb/statistics/Date Review: 5/1/11
Page 1 and 2:
FISCAL OFFICERS TRAINING MANUALINTR
Page 4 and 5:
E. Program Budget Change Request (P
Page 6 and 7:
FISCAL YEAR CYCLE (NYC) - STATE DEL
Page 8 and 9:
It is the responsibility of the LGU
Page 10 and 11:
1. To Sign up for Electronic Paymen
Page 12 and 13:
7. NYS Department of Health Medicai
Page 14 and 15:
for the accounting/tracking of the
Page 16 and 17:
c. When a provider’s CSP revenue
Page 18 and 19:
FISCAL OFFICER TRAINING MANUALDISPR
Page 20 and 21:
Business Process: (what is it?):FIS
Page 22 and 23:
4. Return Parts I, II, III and the
Page 24 and 25:
Business Process: (what is it?)FISC
Page 26 and 27:
FISCAL OFFICER TRAINING MANUALFisca
Page 28 and 29:
Frequency:The OPWDD deliverables ar
Page 30 and 31:
FISCAL OFFICER TRAINING MANUALCOUNT
Page 32 and 33:
Note for OMH: Some programs (case m
Page 34 and 35: CountyNEW YORK STATE OFFICE OF ALCO
Page 36 and 37: OASAS: OASAS expects all county ope
Page 38 and 39: Instructions:LGU Splits:The County
Page 40 and 41: o Signed and dated paper copies of
Page 42 and 43: o After all individual service prov
Page 44 and 45: 4. Reconcile, by agency by program
Page 46 and 47: FISCAL OFFICER TRAINING MANUALNYS O
Page 48 and 49: Date: January 25, 2011OPWDD Review:
Page 50 and 51: Business Process: (what is it?)FISC
Page 60 and 61: FISCAL OFFICER TRAINING MANUALSINGL
Page 62 and 63: FISCAL OFFICER TRAINING MANUALUNCOM
Page 64 and 65: 2. NYS Uncompensated Care:https://w
Page 66 and 67: Funding expectancies cannot exceed
Page 68 and 69: Resources:SP Guidelines, Case Manag
Page 70 and 71: • Lodging/Respite/Hotel: Money us
Page 76 and 77: Fiscal activity related to Clinic-P
Page 78 and 79: At this time, CMS has not yet appro
Page 82 and 83: FISCAL OFFICER TRAINING MANUALMENTA
show all

fiscal officers training manual - New York State Conference of Local ...

Create successful ePaper yourself

Delete template?

Save as template?