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.
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.
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.
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.
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.
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.
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:
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:
New Employee Orientation Part 1 (completed!)
New Employee Orientation Part 2 (completed!)
Guardianship Program Overview (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.
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.
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.
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.
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.
Course Goals
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.
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.
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.
Help Manual
Appointment History Guide
Diagnosis Guide
Messages Guide
Status History Guide
Task Guide
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.
Congratulations! You have completed Effective Case Work Documentation! 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 this course. This certificate will also be available at the beginning of this 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:
New Employee Orientation Part 1 (completed!)
New Employee Orientation Part 2 (completed!)
Guardianship Program Overview (completed!)
Effective Case Work Documentation (completed!)
KYGFIS
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.
