leveraging cmt to improve performance cassandra holzhauer, research analyst, ventura county jean...
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Leveraging CMT to Improve
Performance
Cassandra Holzhauer, Research Analyst, Ventura County
Jean Hooper, Staff Information Systems Analyst, DCSS
David Kilgore, Chief Deputy Director, Los Angeles County
Jennifer Shank, Child Support Services Supervisor, Sonoma County
Agenda
Segmenting CMT to improve your caseload
Exporting your data to Excel
Tips and Tricks when working CMT
The Future of CMT
Lessons from Basketball
FILTER CRITERIA SELECTIONS
■May use Preset Filters or select up to 12 additional from Manual Filter List
Filter by Date
■Filter by Type of Date: For all date related fields
Filter by Type of Amount
■Filter by Type of Amount: For dollar amount or percentages
Segmenting Your Caseload in CMT
Case Management
Cases with no order
Needs Locate Generate S&C
Needs Locate
Find Address
NCP Served
Default
OrderObtained
Needs Payment
Establishment
■Case Management > Cases with no existing order > Cases with no S&C✷ To find cases that need an S&C
■Case Management > Cases with no existing order > Cases with S&C but no valid address✷ To find cases where an S&C has been generated, but
NCP is in locate
■Case Management > Cases with no existing order > Cases with S&C, valid address, but not served✷ To find cases where an S&C has been generated and
NCP needs to be served
Enforcement
■ Case Management > Current Support Federal Performance Measure > Current Support FPM (preset filter = Enforcement)
✷ Filter this by type of date, and work cases that have not received a payment this FFY
■ Case Function Lists > Enforcement > Medical Only (preset filter = Enforcement)
✷ Filter this by case segmentation to find MNO or zero orders
■ Case Function Lists > Enforcement > Arrears only (preset filter = Enforcement)
✷ Filter by last payment date to find arrears only cases where you need to obtain consistent payments
■ Case Management > Current Support Federal Performance > NCP older than 60 years old
✷ Find NCPs with pending SSA benefits to issue a Lump Sum IWO
High Priority Projects
■ High Priority Projects - Could be Either Establishment or Enforcement
✷ High priority projects > Cases requiring a monthly review > Cases with nonpaying active employer• Filter by last payment date to find cases where you need to follow up with the employer or
NCP to obtain payments
✷ High priority projects > Cases requiring a monthly review > Cases with self-employed NCP• Filter this by last payment date to find NCPs who are self-employed but have not made a
payment recently
✷ High priority projects > Cases requiring a monthly review > Cases with an unknown NCP name• To find cases that may qualify for closure or need follow up
■ Other Queries to Review
✷ Case Management > Affects Multiple Performance Measures > NCP/CP with the Same Address
Tips and Tricks
1. Hover over the word “notes”2. Ctrl + up or down on the
mouse to make the font bigger
3. LCSA Secured Website will time out after 60 minutes of inactivity4. Work your cases in CMT when CSE goes down (locate
cases)5. Update the Next Follow up Date, Case Segmentation, and
Notes6. Customize the Segmentation Values for your County7. The Last Submitted Query will be saved as a default8. Click Save!
The Future of CMT
CMT Advisory Workgroup
Quarterly net meetings to discuss current changes, training issues, and enhancements
Information on the Advisory Group can be found on CA Central Forums CMT Advisory Group
All current enhancements can be found by selecting “Enhancements” from the left navigation pane
Users wishing to submit an enhancement should first obtain their Director’s approval
Cassandra Holzhauer
Cassandra.Holzhauer@ventura.org
Jean Hooper
jean.hooper@dcss.ca.gov
David Kilgore
David_Kilgore@cssd.lacounty.gov
Jennifer Shank
Jennifer.Shank@sonoma-county.org
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