EPIC Partner Training Materials & Videos

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​Presentation Title & Materials
​Presentation Description
Title: EPIC CBO Weekly Webinar

Date: March 1, 2017

Materials
Webinar Overview (PDF)
Webinar (Webinar Link
​Agenda
  • Dashboards
  • 2846G - Conciliation
  • CCR&R
  • Supportive Services 
  • Tentative Staffing Schedule for March
  • Customer Intake
  • ISTEP Plan
  • Upcoming Training
Title: EPIC DHS Weekly Webinar

Date: February 24, 2017

Materials:
Webinar Overview (PDF)
Webinar (Webinar Link)
​Agenda
  • Dashboards
  • Intake Projections
  • Incorrect Customer Information Report
  • Customer List - New Filter
  • Reverse Referrals
  • Staffing Follow-up
​​​Title: EPIC CBO Weekly Webinar

Date: February 15, 2017

Materials
Webinar Overview (PDF
Webinar (Webinar Link
​Agenda
  • Intake Projections
  • Dashboards
  • Staffings
  • 4333 Update
  • Local Office Search Update (Region1)
  • Worksite Placement Updates
  • ISTEP Plan

Title: EPIC DHS Weekly Webinar

Date: February 10, 2017

Materials:
Webinar Overview (PDF)
Webinar (Webinar Link
​Agenda
  • Dashboards
  • Statewide Intake Projections
  • Future Webinars
Title: EPIC DHS Weekly Webinar

Date: February 03, 2017

Materials:
Webinar Overview (PDF)
Webinar (Web Link)
​Agenda
  • Dashboards 
  • Statewide Intake Projections
  • Sanction Appeal Process
​​Title: EPIC CBO Weekly Webinar

Date: February 01, 2017

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda
  • EPIC Dashboards
  • Updated DHS Primary Contacts
  • Reverse Referral
  • Conciliation Process
  • Case Notes
  • Staffing Process
Title: EPIC DHS Weekly Webinar

Date: January 27, 2017

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda
  • Dashboard
  • Statewide Intake Projections
  • Voluntary Participants
  • SSN EPIC vs EPIS
​​Title: EPIC DHS Weekly Webinar

Date: January 20, 2017

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda
  • Intake Dashboard
  • Intake Projections
  • Enrolled Dashboard
  • Completing Customer Information
Title: EPIC CBO Weekly Webinar

Date: January 18, 2017

Materials:
Webinar Overview (PDF
**There is no recording for this webinar.
​Agenda
  • Enrolled Dashboard
  • ISTEP Dashboard
  • Updating CBO Contacts
  • Filling out the 2151 & 2151A
  • New Updates Available
  • Upcoming updates
  • Fiscal 
  • Success Stories
Title: EPIC DHS Weekly Webinar

Date: January 13, 2017

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda
  • Intake Dashboard
  • Intake Projections
  • Enrolled Dashboard
  • Updates
  • CBO Introductions
Title: EPIC DHS Weekly Webinar

Date: January 6, 2017

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda
  • Intake Projection Numbers
  • Intake Dashboard
  • Enrolled Dashboard
  • Primary Contact Message
  • Change Customer Address
  • New Search Filters
  • Last Case Note
  • Declined to Participate
Title: EPIC CBO Weekly Webinar

Date: January 4, 2017

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda
  • Dashboard
  • Update DHS Primary Contacts
  • DHS Orientation Process
Title: EPIC DHS Weekly Webinar

Date: December 23, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda
  • Intake Projection numbers
  • Dashboard - Yellow areas
  • Enrolled - follow-up
  • Staffings scheduled
  • Last Case Note
  • CBO presentation - Shirlondra Brooks Central State SER

Title: EPIC CBO Weekly Webinar

Date: December 21, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda 
  • Dashboard
  • Update CBO Primary Contacts
  • Customer Checklist
  • Participation - 80
  • What can CBO do for the customer?
  • Social Media
  • Program Success with ExOffenders - Courtney Carson - Springfield Urban League
  • Success Stories
​​​​Title: EPIC DHS Weekly Webinar

Date: December 16, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda 
  • Intake Projection numbers 
  • Intake Dashboard
  • Enrolled Dashboard
  • Review Distance
  • Map of EPIC Partners
  • Social Media Posts 
  • CBO Presentation - Luisa Hernandez - Instituto for Latino Progress
​​​Title: EPIC DHS Weekly Webinar

Date: December 9, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link)
​Agenda 
  • Intake Projection numbers 
  • Dashboard - Yellow areas - PAUSE Recording
  • Enrolled - follow-up PAUSE Recording
  • Weekly Computer Maintenance
  • Conciliation Process 
  • Social Media posts 
  • Success Stories
​​​Title: EPIC DHS Weekly Webinar

Date: December 2, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link)
​Agenda
  • Dashboard
  • Intake Projections
  • Updates
  • Suitability Questions
  • Social Media 
  • Success Stories
Title: EPIC CBO Weekly Webinar

Date: November 30, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link)

Agenda
  • Dashboards
  • Reverse Referrals Region 1
  • DHS Primary Contacts
  • Social Media
  • Success Stories
  • Client Incident Reports
  • Update on Collaborative Training
Title: EPIC DHS Weekly Webinar

Date: November 18, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link
Agenda
  • Intake Dashboard
  • Intake Projections
  • Enrolled  Dashboards
  • Clear Browsing History
  • SSN Updates
  • 2151 Form Update
  • Intake Activities Update
  • Staffing
  • EPIC Partner Resources
  • Transportation Issue
  • Success Stories
  • CBO Introductions
Title: EPIC CBO Weekly Webinar

Date: November 16, 2016

Materials:
Webinar Overview (PDF)  
Webinar (Web Link)
Presentation PowerPoint (PDF)
​Agenda 
  • Understanding, Defining, and Building Career Pathway Systems.  
    • Presented bBrian Durham, Deputy Director for Academic Affairs for the Illinois Community College Board.
  • Dashboard Overview
  • CBO Benchmark Report
  • EPIC Partner Resources
  • Reverse Referral Process
  • Update on Collaborative Training 
Title: EPIC DHS Weekly Webinar

Date: November 4, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link)
​Agenda

  • Dashboards – Intake
  • Dashboard – Enrolled
  • Intake Projections
  • Information Gathered by EPIS
  • Family Watchdog 
  • Training is Priority 
  • Rejected Referral 
  • Reverse Referral Review
  • Employed before CBO 
  • CBO introductions
​​Title: EPIC CBO Weekly Webinar

Date: November 2, 2016

Materials:
Webinar Overview (PDF
Webinar (Web Link
​Agenda

  • Performance Achievement and Expenditure Reconciliation Tool 
  • Time Use Survey - Emily Snoek, Program Analyst, Mathematica Policy Research
  • Dashboard 
  • Reports 
  • Poll Question about Optimal Resume 
  • Review Payroll and Worksite Placement 
  • EPIC Template 
  • CBO Intake options 
  • Rejected Referral 
  • Completing 2151A 
  • Employed before CBO 
  • Answers to questions asked during webinar that required follow-up – we will demonstrate on the next webinar if necessary
​​Title: EPIC DHS Weekly Webinar

Date: October 28, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link)  
Agenda

  • Dashboard - Yellow areas
  • Intake Activities Overview
  • Updates
  • CBO introductions

Title: EPIC DHS Weekly Webinar

Date: October 21, 2016

Materials:
Webinar Overview (PDF
Webinar (Web Link)
​Agenda

  • Dashboard Overview
  • Intake Projections
  • Issue with Invitation
  • CBO Introductions
Title: EPIC CBO Weekly Webinar

Date: October 19, 2016

Materials:
Webinar Overview (PDF
Webinar (Web Link
Agenda

  • Dashboard Overview
  • Guest Speaker - Josh Beneze, Associate Director, from ICCB

Title: EPIC DHS Weekly Webinar

Date: October 14, 2016

Materials:
Webinar Overview (PDF
Webinar (Web Link)
Agenda

  • Dashboard Overview
  • Intake Projections
  • Intake Activities
  • RIN and DHS Case ID
  • Eligibility Review
  • Training is not Immediate
  • CBO Introductions
Title: ​EPIC DHS Weekly Webinar 

Date: October 7, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link
Agenda

  • Eligibility Review
  • Email Security
  • Dashboards – Intake
  • Dashboard – Enrolled
  • Success Story Submission
  • January 1st possible change – text
  • CBO Introductions
Title: EPIC CBO Weekly Webinar

Date: October 5, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link
Agenda 

  • Reverse Referral
  • Enrolled Dashboard
  • ISTEP Dashboard
  • 2151A

Title: ​EPIC DHS Weekly Webinar 

Date: September 30, 2016

Materials:
Webinar Overview (PDF
Webinar (Web Link)
Agenda

  • Eligibility Review must be done before moving on to EPIS
  • Entering SSN for Customers
  • Exempt Customer Status Update
  • Case Notes
  • Dashboards
  • CBO Introductions
Title: EPIC CBO Weekly Webinar

Date: September 28, 2016

Materials:
Webinar Overview (PDF
Webinar (Web Link
Webinar Presentation (Web Link
Agenda 

  • How to Schedule Intake Orientation Appointments
  • Reverse Referrals
  • Request for Exemption 
  • Q&A

Presentation
Criminal Records Relief provided by Beth Johnson, Director of Legal Programs at Cabrini Green Legal Aid.
Title: ​EPIC DHS Weekly Webinar 

Date: September 23, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link)
Agenda

  • Review Missed Orientation - Mandatory Customers
  • Intake Dashboard
  • Intake Activities
  • Exempt Status 
  • Testing Targeted Messaging Results
  • Updates
  • Waiver Message Potential Participants
  • CBO Introductions
​​​Title: EPIC CBO Weekly Webinar

Date: September 21, 2016

Materials:
Webinar Overview (PDF​) 
Webinar (Web Link
Agenda:

  • New EPIC Updates
  • Enrolled Dashboard
  • ISTEP Dashboard
  • Conciliation - Sanction
  • Scheduling Intake Appointments
  • Orientation Process Overview
  • Upcoming CBO Webinars
​​Title: ​EPIC DHS Weekly Webinar 

Date: September 16, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link)
Agenda:

  • What Makes A Good Referral
  • Missed Orientation - Mandatory Areas
  • Dashboard
  • Testing Targeted Messaging 
​​Title: EPIC CBO Weekly Webinar

Date: September 14, 2016

Materials:
Webinar Overview (PDF​) 
Webinar (Web Link
​Agenda:

  • Conciliation process review
  • Updates to System
  • DHS Staffing Contacts
  • Dashboard 
  • Reverse Referral
  • September 28 - working with people with criminal records


Title: EPIC IDHS Light Training Webinars

Dates:
August 17, 2016 (Webinar Link)
August 23, 2016 (Webinar Link
August 31, 2016 (Webinar Link)

Materials:
Self Directed Training (PDF)


Agenda:
  • Pre-webinar assignment – Watch Orientation videos
  • EPIC Pilot Overview and polling questions on orientation videos to lead discussion and engage participants.
  • Identify eligible SNAP recipients & tell them about EPIC 
  • Invite/schedule customers for EPIC Orientation
Title: ​EPIC DHS Weekly Webinar 

Date: September 9, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link)
Agenda:

  • Dashboard Follow-Up
  • Case Notes
  • What makes a good referral
  • Q&A

Title: EPIC CBO Weekly Webinar

Date: September 7, 2016

Materials:
Webinar Overview (PDF
Webinar (Web Link
​Agenda:

  • Security & Privacy Control Questionnaire
  • CBO in Person Training
  • Worksite Placement Demo & Updates
  • Payroll
  • What Makes a Good Referral Question
  • Money Management Resources Available
  • Enrolled Dashboard
  • ISTEP Dashboard 
  • Q&A
Title: ​EPIC DHS Weekly Webinar 

Date: September 2, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link
​Agenda

  • Epic Partners Resources Website
  • Referrals
  • Contact List
  • Intake Dashboard
  • Reminder
Title: EPIC CBO Weekly Webinar

Date: August 31, 2016

Materials:
Webinar Overview (PDF​) 
Webinar (Web Link
​Agenda

  • Worksite Placement
  • Calendar Dates
  • Enrolled Dashboard
  • ISTEP Dashboard
  • Q&A
Title: ​EPIC DHS Weekly Webinar 
Date: August 26, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link) ​
​Agenda

  • Initiation Process
  • Work Experience
  • Volunteering 
  • Intake Dashboard
  • Personal Identification Info. - Security
Title: EPIC CBO Weekly Webinar

Date: August 24, 2016

Materials:
Webinar Overview (PDF
Webinar (Web Link
Agenda

  • Enrolled Dashboard
  • ISTEP Dashboard
  • Progress Page - Exit Information
  • 2151 & 2151A Forms
  • Reverse Referrals - Region 1
  • Decentralization
  • Cost Data Studies
  • Outreach Plan
  • Training Details Page
Title: ​EPIC DHS Weekly Webinar

Date: August 19, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link
Agenda:

  • ​Invite/ Orientation
  • Discussion Questions​

Title: EPIC CBO Weekly Webinar

Date: August 17, 2016

Materials:
Webinar Overview (​PDF
Webinar (Web Link)​ ​
Agenda:

  • ​Agenda Update
  • Reverse Referral Process for Region 1
  • Decentralization Process

Title: ​EPIC DHS Weekly Webinar - Chicago Locations

Date: August 12, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link​
Agenda:

  • ​Epic Overview Power ​
    • Intro to EPIC
    • Training Tools
    • Outreach
    • Recruiting
    • Eligibility Review Tools
    • ​Group Assignment
  • Next Step
  • Epic Public Page
    • Step 1
    • Step 2
    • Step 3
    • Step 4
  • Before Training on 8/1616
Title: EPIC CBO Weekly Webinar

Date: August 10, 2016

Materials:
Webinar Overview (​PDF​​​​) 
Webinar (Web Link​)​ ​
Agenda:

  • ​​​Filling out the Workbook
  • Overhead and Operating Cost
  • The Facilities Table
  • Exited Information
  • Dashboard
  • Progress Page
  • ISTEP
​​​Title: EPIC DHS Weekly Webinar

DateAugust 5, 2016

Materials:
Webinar Overview (​PDF​​​) 
Webinar (Web Link​)​
​Agenda:

  • Updates
  • ​Intake Dashboard
  • Outreach
  • Enrollment​​
Title: EPIC CBO Weekly Webinar

Date: August 3, 2016

Materials:
Webinar Overview (PDF)
Webinar (Web Link​)
Agenda:

  • ​Items on the Dashboard
  • Training Programs
  • Future Updates
  • Exit Status
  • Financial
  • Decentralization
  • Reverse Referrals
  • Outreach
Title: EPIC DHS Weekly Webinar

Date: July 29, 2016

Materials:
Webinar Overview (​PDF​​​) 
Webinar (Web Link​​)
​Agenda:

  • ​What was Covered with the CBO's
  • New Documents
  • Customer Status​
  • Outreach​
Title: EPIC CBO Weekly Webinar

Date: July 27, 2016

Materials:
Webinar Overview (​PDF​​​) 
Webinar (Web Link​
Agenda:

  • ​​Training Programs
  • Restricted Resource
  • Enrolled Dashboard
  • ISTEP Dashboard
  • Employment
  • NOCTI
  • Cost Reports
  • Illinois Provider Cost Sheet
  • Reverse Referral
​​​Title: EPIC DHS Weekly Webinar

Date:  July 22, 2016

Materials:
Webinar Overview (​PDF​​​)
Webinar (Web Link)
​Agenda:

  • ​​​Intake/ Orientation
  • Application
  • Eligibility Review
  • Assignment
  • ISTEP
  • CBO Upload
  • Assessments
  • Outreach Plan
​​Title: EPIC CBO Weekly Webinar

Date July 20, 2016

Materials:
​Agenda:

  • ​Conciliation​ Process
  • EPIC Training Models
  • ​ISTEP
  • Updates
  • Cash Request & Entering Your Costs
  • Reminders
Title: EPIC DHS Weekly Webinar

Date:  July 15, 2016

Materials:

Agenda:

  • ​​Invite
  • Intake Dashboard
  • Intake
  • Dashboard Overview
  • Orientation Tools
  • Eligibility 
  • CBO Enrolled Dashboard

Title: CBO In-person Training

Date: May 16 & 19, 2016

Materials:

  • PowerPoint (PDF)
  • EPIC Scenarios (PDF)
  • CBO - Enrolled Customer Dashboard (PDF
  • CBO - Enrolled Customer Progress Page (PDF
  • DHS- EPIC Eligibility Review (Instructions/Checklist)
  • Individualized Services, Training and Employment Plan (ISTEP) Overview (PDF)

​Agenda

  • Scheduling Appointment Calendar
  • Progress Page and Communication Tools
  • Working With EPIC Customer Scenarios
  • Individualized Services, Training and Employment Plan (ISTEP)

Title: CBO Grantee Meeting (In Person - Chicago)

Date: April 18, 2016

Materials:

  • Illinois workNet EPIC Partner Tools for Facilitation, Engagement, and Tracking PowerPoint (PDF)
  • Draft Procedures Manual (PDF)
  • EPIC CBO Grantee Meeting - Procedures Manual PowerPoint (PDF)

​Agenda (PDF)

  • Morning Motivation (CARA Program) 
  • Welcome to the EPIC Pilot Program  
  • EPIC Orientation 
  • EPIC Grantee Introduction 
  • Illinois workNet EPIC Tools for Facilitation, Engagement and Tracking
  • EPIC Procedures Manual 
  • Breakout Session 1
  • Breakout Session 2
  • Reconvene

Title:  CBO TA Webinar Training 

Date: April 6, 2016

Materials: 

  • Interim Process for Engaging Enrolled Customers (PDF)
  • Draft Procedures Manual (PDF)

Webinar Summary (PDF)

​Agenda:

  • Accepting SNAP client referral via workNet

  • Recap of Draft EPIC Procedures Manual

  • Status of Grant Establishments

  • Agenda for Grantee meeting April 18th

Title:  CBO TA Webinar Training 

Date: March 9, 2016

Materials: 

  • External Security Awareness Training PowerPoint (PDF)
  • HIPAA and Privacy Policy Training for Externals PowerPoint (PDF)
  • Security and Privacy Controls Questionnaire (PDF)
  • IES HIPAA Privacy Policy Training Attestation (PDF)
  • IES Certificate of Understanding (PDF)
  • ILDHS IES Staff List (Excel)

​The Department of Commerce is in the process of executing a Shared Data Agreement with the Department of Human Services.  A requirement of the shared data agreement is that any staff that will be accessing or working with data derived from IDHS systems must review and understand the information that will be provided in the following presentations:

1. HIPAA and Privacy Policy Training
2. External Security Awareness Training

Additional, staff that will access the data and that has reviewed and understood the training presentations, will each need to individually fill out the following two forms. 

1. IES Certificate of Understanding
2. IES HIPAA Privacy Policy Training Attestation

The ILDHS IES Staff List (excel file) needs to be competed that identifies each person in your organization that will access the data.  Each of these staff members needs to complete the forms listed above.

Levi Beerup is the coordinator for the shared data agreements.  The completed documents need to be sent to Levi’s attention at Levi.Beerup@Illinois.gov.  He can also be reached at 217-558-6672 if you have any questions.

The final document, Security and Privacy Controls Questionnaire needs to be completed by the executive office and signed by the CEO.  This is a rather extensive document so if you have any questions on completing this document give Levi Beerup a call for assistance.

Title: JTED-SNAP Pilot Program Overview
Date: August 19, 2015
Materials: Presentation PPT

​This webinar was provided to IDHS FCRC Office Administrators to collect questions and feedback to be used for refining the JTED-SNAP Pilot Program eligibility process and materials.