Lessons – Page 3 – HDI Learning

“Hello and welcome to this Benefits Branch training about State Supplementation. My name is Terry, and I’ve worked for the Benefits Branch for eight years. Today, I’ll be working with you throughout the course to help you understand State Supplementation and the requirements when working to assist individuals under guardianship.

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Review the course objectives below to get started.”

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Course Objectives:

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Define State Supplementation and eligibility requirements for individuals under guardianship.
Describe when and how to apply for State Supplementation.
Examine State Supplementation Standards and how they apply to different levels of care.
Define Community Integrated Services (CIS) and verification requirements.

Start Here- Contact Us

Accessibility Widget

Select the accessibility widget on the right hand of the screen to access features such as:

Screen Reader: Reads content on the page.

Contrast Adjuster: Adjust color to meet your individual needs.

Text Magnifier: Adjust the size of text on the page to make reading easier.

And more!

Need Help?

Course Content

For help with course content reach out to Nicole Beall.

E-mail

Technical Assistance

For help with HDI Learning and issues with the website, please use the “Contact Us” button.

Contact Us

Messages

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Messages are a function to send messages internally between Guardianship staff. Utilizing your Messages Guide, let’s practice in the Sandbox.

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

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E-Mail

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Let’s Give it a Try!

1.) Open and log into the Sandbox using the button below. Check the URL to ensure that you are accessing the Sandbox.

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NOTE: It is very important to ensure that you are using the sandbox and not the live KYGFIS system.

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Click Here

2.) On the left hand side, above the navigation pane there will be an envelope. If the envelope is white and displays a number, this will indicate that there are unread messages.

Envelope icon with text "2 unread" underneath.

4.) Click on the icon to display unread messages.

5.) Messages can be searched and filtered as needed.

6.) Some messages, when opened, will take the user directly to another page.

7.) Messages can be marked as “read” by clicking the check box next to the message and then the button “Mark as Read”. Or you can select all messages by clicking “Mark All as Read”. This will move the messages from the unread to read table.

8.) Messages are automatically created when specific events happen in the system. These can include:

Tasks
New Individual Under Guardianship Alert
Incident Entered
Resigned/Expired Notification

Resources

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Handouts

Click the icons below to download a copy of each KYGFIS User Guide to your desktop for future reference. User Guides will also be referenced periodically in the course.

Help Manual and Guides are also under the “Help” tab in the live (not the Sandbox) system.

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Help Manual

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Appointment History Guide

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Diagnosis Guide

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Messages Guide

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Status History Guide

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Task Guide

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Sandbox

Throughout this course, you will have the opportunity to practice in the KYGFIS Sandbox. This will allow you to enter, edit, and view the functions of the system.

IMPORTANT!

Each time you practice, double check the URL to ensure you are in fact in the Sandbox and not accessing the live KYGFIS system.

Click the button below to open and bookmark the Sandbox.

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Click Here

Start Here – Contact Us

Accessibility Widget

Select the accessibility widget on the right hand of the screen to access features such as:

Screen Reader: Reads content on the page.

Contrast Adjuster: Adjust color to meet your individual needs.

Text Magnifier: Adjust the size of text on the page to make reading easier.

And more!

Need Help?

Use one of the contact buttons below to get assistance.

Course Content

For help with course content reach out to Jessica Wayne.

E-mail

Technical Assistance

For help with HDI Learning and issues with the website, please use the “Contact Us” button.

Contact Us

Transactions

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Transactions are accounting functions that occur on behalf of an individual under guardianship. Information about an individual’s income and expenses are also shown on the Transactions screen.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail

Pulling Reports

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There are numerous reports that can be pulled from KYGFIS. Reports can be pulled based on your specific caseload, for regional needs, or for statewide needs. Which report you need to pull will vary based on your user role and your need. Your supervisor will review with you in more detail what reports to pull and when.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail

Tasks

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Tasks are a way to assign reminders or to do’s. Tasks can be assigned by the user or a supervisor to complete.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail

Welcome

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Welcome to the Kentucky Guardianship Fiduciary Information System (KYGFIS) training. In this training, we will review some of the common functions of using KYGFIS to record information, update individuals’ information, and run reports.

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Course Goals

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This training course is designed to provide an overview of the basics of how to use KYGFIS.

Learning Goal #1
Understand the functions of KYGFIS that will be used by Guardianship staff.

A Reminder from Aida:

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

Events

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Events are any case notes or significant incidents associated with an individual under guardianship and can include visits, phone calls, or inventories. Files can also be attached to any event.

Once an event is saved, it can be modified by the user for 24 hours

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail

Inserting a New Individual

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New individuals under guardianship and changes to current individuals will need to be completed in KYGFIS periodically. This section will review 6 steps to inserting and updating information.

Before inserting any new individual into the system make sure to do a search each time to ensure that there is no accidental duplication.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail

General Account Functions

In this section, we will discuss how to log on, how to change your password, about tool kit navigation, and about terminology.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail

Course Wrap Up

Congratulations!  You have completed KYGFIS!  Please note that your supervisor may have follow-up questions or need more information.  Please respond to any requests promptly.   

Once you click “mark complete,” a certificate of completion will be available to you. You may print or download your certificate to verify the completion of KYGFIS. This certificate will also be available at the beginning of the course anytime you log on.   

Reminder from Aida

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

This includes:

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New Employee Orientation Part 1 (completed!)
New Employee Orientation Part 2 (completed!)
Guardianship Program Overview (completed!)
Person-Centered Planning (completed!)
Effective Case Work Documentation (completed!)
KYGFIS System Training (completed!)

Note: The above courses are required for Guardianship, Fiduciary, and Benefits staff. Additional courses will be assigned upon completion of these required core courses.

Click the “Mark Complete” button below to access your certificate of completion.

Assets and Liabilities

Individuals under guardianship will have both assets (property owned), and liabilities (financial obligations).

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail

Course Evaluation

G-CORE 106: KYGFIS

The training increased my knowledge of how to use KYGFIS.(Required)

Strongly agree	Agree	Disagree	Strongly disagree

I will be able to apply the knowledge learned.(Required)

Strongly agree	Agree	Disagree	Strongly disagree

The training objectives were identified and followed.(Required)

Strongly agree	Agree	Disagree	Strongly disagree

Content was interactive.(Required)

Strongly agree	Agree	Disagree	Strongly disagree

The course content was well organized and easy to follow.(Required)

Strongly agree	Agree	Disagree	Strongly disagree

Content was presented in a visually appealing way.(Required)

Strongly agree	Agree	Disagree	Strongly disagree

Content was accessible on the device I used (laptop, tablet, etc.)(Required)

Strongly agree	Agree	Disagree	Strongly disagree

Which of the following best reflects your level of satisfaction with the training?(Required)

Excellent	Good	Poor	Very Poor

After this training I….

Can use KYGFIS in my Guardianship role.(Required)

Strongly agree	Agree	Disagree	Strongly disagree

What helped support your learning or could be improved?(Required)

Were there areas that you were not satisfied with or did not fully understand?(Required)

What aspects of the training did you like the most or find the most valuable?(Required)

This field is hidden when viewing the form

Name

First Last

Contacts

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Contacts for individuals under guardianship will need to be inserted into KYGFIS. Let’s practice in the Sandbox.

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail

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Let’s Give it a Try!

1.) Open and log into the Sandbox using the button below. Check the URL to ensure that you are accessing the Sandbox.

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NOTE: It is very important to ensure that you are using the sandbox and not the live KYGFIS system.

Click Here

2.) Search for an individual under guardianship by Last Name, First Name (e.g., Doe, Jane). Use a name provided to you by your supervisor.

3.) In the left hand navigation panel choose the link “Contacts”.

4.) Click the “Insert” button..

5.) Complete the fields with all information known about the contact that you are entering.

6.) Click “Save”.

7.) Repeat the steps to insert multiple contacts.

Welcome

Course Goals

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This training course is designed to provide an overview of the basics of how to use KYGFIS.

Learning Goal #1
Understand the functions of KYGFIS that will be used by Guardianship staff.

A Reminder from Aida:

This course is part of a series of trainings required for all new employees. All new hires are required to satisfactorily complete trainings before being assigned cases.

All courses must be completed in order and in a timely manner.

Transactions

Transactions are accounting functions that occur on behalf of an individual under guardianship. Information about an individual’s income and expenses are also shown on the Transactions screen.

A Reminder from Aida:

For technical issues with KYGFIS, contact Jessica Wayne at jessica.wayne@ky.gov.

E-Mail