Ticket Tools Webinar:
Tools to Assign, Track, and Bill for Tickets
1
Welcome to the webinar
Kevin Nickerson,
NYMWP
Oscar Jimenez, MPH
NYAPRS
Mira Bowin
NYAPRS
FOR AUDIO 
Dial-in number:
1 (888) 582-3528 (US
Toll Free) or 1 (847) 9447361 (US Toll)
Password: 8395 704#
Kelly Stengel
NYAPRS
2
How to participate in the webinar
Mute/ un-mute
• All attendees will be automatically muted during webinar
• During Q & A you may un-mute yourself by pressing: # 6
• To mute yourself: * 6 (star and then the number 6)
Sending questions to presenters via chat function:
Go to upper left corner to “attendees.” Look for
Kelly Stengel or Mira Bowin by scrolling down. Right click
and Chat with Kelly/Mira... to send questions or technical issues
Technical problems?
Contact Jennifer Brimley at (518) 436-0008 or [email protected]
3
Our Program for Today
• Ticket Payments At A Glance
• Decision-Tree for Assigning Tickets: Overview
• Deciding to assign Tickets within a PROS
program: Case Examples
• Challenge Ticket Tracker: Overview
• Challenge Ticket Tracker: Walk-through
4
2010 Payments At A Glance
2010 OUTCOME PAYMENT METHOD
Payment Type
Outcome
Beneficiary Earnings Required After Ticket Assignment
Earnings sufficient for “zero” cash benefits status
Total of Outcome Payments Available
SSI Ticket-Holder
SSDI Ticket-Holder
Up to 60 payments of
$409/month
Up to 36 payments of
$711/month
$24,540.
$25,596.
2010 MILESTONE-OUTCOME PAYMENT METHOD
Payment Type
Beneficiary Earnings Required After Ticket Assignment
SSI Ticket-Holder
SSDI Ticket-Holder
Phase 1
Milestone 1
Milestone 2
Milestone 3
Milestone 4
$360/ month x 1 month
$720/ month x 3 months within 6 months
$720/ month x 6 months within 12 months
$720/ month x 9 months within 18 months
Total for Phase 1
$1275
$1275
$1275
$1275
$1275
$1275
$1275
$1275
$5,100
$5,100
Phase 2
Milestones
Outcome
Gross earnings at or over $1,000(non-blind)/month (SGA)
Gross earnings at or over $1,640 (blind)/month (SGA)
Up to 18 payments of
$220/ month
Up to 11 payments of
$382/ month
Total for Phase 2
$3,960
$4,202
Total Phase 1 + 2 Milestones Payments
$9,060
$9,302
Earnings sufficient for “zero cash benefit” status
Up to 60 payments of
$220/ month
Up to 36 payments of
$382/ month
Total of Outcome Payments Available
$13,200
$13,752
Total of Milestones + Outcome Payments
$22,260
$23,054
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Milestone-Outcome Payment System: Phase 1 Milestones
Type
Ticket Holder Earnings
EN Payment EN Payment
for SSDI
for SSI
Phase 1
Milestone 1
$360/ two weeks within 1
month
$1,275
$1,275
Milestone 2
$720/mo for 3 months
within 6 months (cumulative)
$1,275
$1,275
Milestone 3
$720/mo for 6 months
within 12 months (cumulative)
$1,275
$1,275
Milestone 4
$720/mo for 9 months
within 18 months (cumulative)
$1,275
$1,275
Total Potential Phase I Milestone Payments
$5,100
$5,100
2010 Rates
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Milestone-Outcome Payment System: Phase 2 Payments
Type
Phase 2
Ticket Holder
Earnings
Gross > SGA
EN Payment EN Payment
for SSDI
for SSI
$382/mo. (up
$220/mo.
to 11 mos.)
(up to 18 mos.)
Total Phase 2
Payments
$4,202
$3,960
Total Potential Ticket
Payments
Phases 1 and 2
$9,302
$9,060
($1000/non-blind;
$1,640 for blind)
2010 Rates
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Milestone-Outcome Payment System: Outcome Payments
Ticket Holder
Earnings
EN Payment
for SSDI
EN Payment
for SSI
Net > SGA
$382/mo. for up
to 36 months
$220/mo.
for up to 60
months
Total Outcome Phase
Payments
$13,752
$13,200
Total Potential Ticket
Payments
$23,054
$22,260
Type
Outcome Phase
($1000/non-blind;
$1,640 /blind) AND
0 cash benefit
2010 Rates
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START HERE
Does s/he
receive SSI or
SSDI?
NO - Refer to other services
(If PROS, serve thru PROS)
Decision Tree for Assigning
Tickets
YES - Assess earnings interest (i.e., Trial Work
Level or greater?)
Does s/he have a previous VESID case?
NO-Refer to other
services (If PROS, serve
thru PROS)
YES - Was the case closed
successfully?
YES - Desire to work
at or above SGA?
NO - Refer to
other services (if
PROS, serve thru
PROS
NO - Provide information
about the TTW program
NO
Verify with MAXIMUS if the
Ticket can be assigned
YES
NOT ASSIGNABLE- Can
this be changed?
NO - Refer to other
services
If PROS, serve thru PROS
ASSIGNABLE
YES
Has s/he worked in the last 18
months at Trial Work level or above?
Yes - Fill out '18 Month Prior Earnings
Worksheet'
None of phase 1 available Desire to work at or above SGA?
NO - Refer to other
services
(If PROS, serve thru
PROS)
YES
Some of Phase 1
available
NO - Entire Ticket
left
Benefits Assessment
Assess readiness to
work NOW
NOT READY - Refer to other
services
(If PROS, serve thru PROS)
READY - Assign Ticket
Develop IWP
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Background
The mission of Inspirations is to support individuals in
mental health recovery in achieving independence,
developing life skills, contributing to their community, and
enjoying quality of life. To achieve this mission,
Inspirations offers a number of recovery-oriented and
employment services through its PROS program. Recently,
Inspirations became a certified Employment Network (EN)
and has started getting ready to provide EN services
through its PROS program.
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Case example # 1: Michael
Michael is a 30-year old male that started receiving services at Inspirations
in 2008. Michael has little work experience and has been unemployed for
the last 6 years. Michael currently receives SSI benefits along with Medicaid
insurance. Michael has been receiving Community Rehabilitation and Support
(CRS) services from Inspirations’ PROS program for the past two years. Until
recently he had not considered work because he thought he would lose all his
benefits, but a month ago he heard that this is not true. So now he is very
motivated to become employed again. One of Michael’s goals is to live
independently and he would like to find a job to help him accomplish this
goal. As Michael does not have much work experience, his current goal is to
work part-time in a job where he can make between $800-$900/month. He
has never received VESID services and is not interested in applying for VESID
right now. He has begun submitting applications at local retail stores and has
an interview for a job at a grocery store next week.
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START HERE
Does s/he
receive SSI or
SSDI?
NO - Refer to other services
(If PROS, serve thru PROS)
Decision Tree for Assigning
Tickets
YES - Assess earnings interest (i.e., Trial Work
Level or greater?)
Does s/he have a previous VESID case?
NO-Refer to other
services (If PROS, serve
thru PROS)
YES - Was the case closed
successfully?
YES - Desire to work
at or above SGA?
NO - Refer to
other services (if
PROS, serve thru
PROS
NO - Provide information
about the TTW program
NO
Verify with MAXIMUS if the
Ticket can be assigned
YES
NOT ASSIGNABLE- Can
this be changed?
NO - Refer to other
services
If PROS, serve thru PROS
ASSIGNABLE
YES
Has s/he worked in the last 18
months at Trial Work level or above?
Yes - Fill out '18 Month Prior Earnings
Worksheet'
None of phase 1 available Desire to work at or above SGA?
NO - Refer to other
services
(If PROS, serve thru
PROS)
YES
Some of Phase 1
available
NO - Entire Ticket
left
Benefits Assessment
Assess readiness to
work NOW
NOT READY - Refer to other
services
(If PROS, serve thru PROS)
READY - Assign Ticket
Develop IWP
12
Case Example # 2: Mollie
Mollie is a 45-year old female that came to Inspirations to see if she
can receive help returning to work. Mollie currently receives
$950/month in SSDI benefits along with Medicare insurance. She has
never received services from VESID. Mollie has an associate’s degree in
paralegal studies and worked for several years in a variety of legal
service jobs. She was approved for SSDI benefits in 2005 due to her
mental health disability and had been out of work for the last six years
until recently. Mollie found a job working for a local law office. She was
employed from June through August in 2010, but lost the job due to
conflicts with her supervisor. This was her first job since going onto SSDI
benefits. Mollie believes, along with her therapist, that working can help
her in her process of recovery and that she can be a successful
paralegal again. Mollie is very interested in searching for a part-time
job (10-15 hrs/wk) in local law office (at $20/hour).
13
START HERE
Does s/he
receive SSI or
SSDI?
NO - Refer to other services
(If PROS, serve thru PROS)
Decision Tree for Assigning
Tickets
YES - Assess earnings interest (i.e., Trial Work
Level or greater?)
Does s/he have a previous VESID case?
NO-Refer to other
services (If PROS, serve
thru PROS)
YES - Was the case closed
successfully?
YES - Desire to work
at or above SGA?
NO - Refer to
other services (if
PROS, serve thru
PROS
NO - Provide information
about the TTW program
NO
Verify with MAXIMUS if the
Ticket can be assigned
YES
NOT ASSIGNABLE- Can
this be changed?
NO - Refer to other
services
If PROS, serve thru PROS
ASSIGNABLE
YES
Has s/he worked in the last 18
months at Trial Work level or above?
Yes - Fill out '18 Month Prior Earnings
Worksheet'
None of phase 1 available Desire to work at or above SGA?
NO - Refer to other
services
(If PROS, serve thru
PROS)
YES
Some of Phase 1
available
NO - Entire Ticket
left
Benefits Assessment
Assess readiness to
work NOW
NOT READY - Refer to other
services
(If PROS, serve thru PROS)
READY - Assign Ticket
Develop IWP
14
Partnership Plus at a Glance
1. When an individual has a VESID case OPEN, the Ticket is
considered “in use” and it cannot be assigned to an EN
2. After VR case is formally closed, then the beneficiary can
assign Ticket to an EN
3. If the VR case is closed successfully, then Phase One
payments are NOT available
4. If the VR case is NOT closed successfully, then ALL Ticket
payments may still be available
15
Case example # 3: Cody
Cody is a 40-year old that was referred to Inspirations for
continuing employment support. Cody currently receives SSI
benefits and Medicaid insurance. Cody has worked with VESID
over the last three years and received vocational training to
become an auto mechanic. Four months ago Cody got a job
working at a body shop part-time where he earns $800
per/month and his case was successfully closed with VESID. Cody,
however, would still like additional support because he has trouble
getting along with his coworkers and sometimes feels
overwhelmed with his job responsibilities. Additionally, Cody
would like to work full-time in the future so that he can save to
buy a car.
16
START HERE
Does s/he
receive SSI or
SSDI?
NO - Refer to other services
(If PROS, serve thru PROS)
Decision Tree for Assigning
Tickets
YES - Assess earnings interest (i.e., Trial Work
Level or greater?)
Does s/he have a previous VESID case?
NO-Refer to other
services (If PROS, serve
thru PROS)
YES - Was the case closed
successfully?
YES - Desire to work
at or above SGA?
NO - Refer to
other services (if
PROS, serve thru
PROS
NO - Provide information
about the TTW program
NO
Verify with MAXIMUS if the
Ticket can be assigned
YES
NOT ASSIGNABLE- Can
this be changed?
NO - Refer to other
services
If PROS, serve thru PROS
ASSIGNABLE
YES
Has s/he worked in the last 18
months at Trial Work level or above?
Yes - Fill out '18 Month Prior Earnings
Worksheet'
None of phase 1 available Desire to work at or above SGA?
NO - Refer to other
services
(If PROS, serve thru
PROS)
YES
Some of Phase 1
available
NO - Entire Ticket
left
Benefits Assessment
Assess readiness to
work NOW
NOT READY - Refer to other
services
(If PROS, serve thru PROS)
READY - Assign Ticket
Develop IWP
17
Interested in Pursing
Employment?
NO
Ticket-to-Work Decision-Tree for
NEW PROS participants
YES
Refer to PROS services for nonemployment goals
(e.g., CRS, IR, Clinical)
PROS eligible?
Interested in PROS?
If not, can we serve them?
YES
NO
Assess readiness for work NOW
See: 'Decision -Tree Tool for Assigning Tickets'
or
Refer to other services
READY NOW Refer to IR and See: 'Decision-Tree Tool
for Assigning Tickets'
NOT READY NOWRefer to CRS to develop readiness
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What PROS services does s/he
recieve?
CRS
NOT READY
NOWStay in CRS
ORS
IR
Interested in employment?
YES Assess readiness for
work NOW
Ticket to Work Decision-Tree for
CURRENT PROS participants
NO - Stay in
CRS
Interested in pursuing
employment goals now?
YES
READY NOWEnter: IR and 'Decision-Tree Tool for
Assigning Tickets'
NO - Stay in IR
Clinical
Currently working or interested in working
at Trial Work Level or greater?
YES
NO - Stay in ORS
Enter: 'Decision-Tree Tool for Assigning
'
Tickets'
19
How to participate in the webinar
Mute/ un-mute
• All attendees will be automatically muted during webinar
• During Q & A you may un-mute yourself by pressing: # 6
• To mute yourself: * 6 (star and then the number 6)
Sending questions to presenters via chat function:
Go to upper left corner to “attendees.” Look for
Kelly Stengel or Mira Bowin by scrolling down. Right click
and Chat with Kelly/Mira... to send questions or technical issues
Technical problems?
Contact Jennifer Brimley at (518) 436-0008 or [email protected]
20
Challenge Ticket Tracker
What it Does
• Organizes all Ticket Holder Demographics at a
glance
• Provides key contact information for Maximus
• Manually allows tracking of all payments, including
Phase 1, 2 & Outcomes
• Provides automatic tracking of total revenue
• Includes charts which show total revenue, and breakdown of Phase 1, 2 & Outcome payment totals
How it Works
• The Ticket Tracker tool is an excel based database
that links data and adds inputs to provide an ongoing
picture of revenue your EN has earned
• Information entered in the Demographics Worksheet
will populate key data to all other payment tracking
Worksheets
• Notes through out the Worksheets help to guide your
decisions about payment requests
Enter EN & Key Maximus
contact information here
Che
ben
Enter Ticket Holder information here
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Job Placement information
Industry/Sector Drop-down menu:
Matches Annual Periodic Outcome
Report (APOR)
Data in these fields populates
from Demographics Worksheet
Phase 1 Milestones Worksheet:
Payment Code indicates billing
request type submitted, Wages for
period is for tracking total wage data
for request period you have collecte
from Ticket Holder
26
Populated Data in these cells
Phase 2 Payments Worksheet: Note the
red tabs in upper corners for comments
that will assist you in making billing
decisions
27
Populated data in these cells
Outcome Payments are tracked in
multiple Worksheets,
10/Worksheet. Note the
comments again for assistance in
billing.
28
Management Reports h
see progress as an EN, a
revenue trends that can
EN service delivery met
Scrolling down on this p
reveal Phase 2 and Out
Payment Charts.
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Coming Soon…
• Maximus is currently working on an EN portal
management tool that will assist you in your
efforts which should be released early in 2011.
• SSA is also working with a contractor on
another Case Management tool that will be
even more sophisticated, release date unkown.
Live Tracking Tool Demo
How to participate in the webinar
Mute/ un-mute
• All attendees will be automatically muted during webinar
• During Q & A you may un-mute yourself by pressing: # 6
• To mute yourself: * 6 (star and then the number 6)
Sending questions to presenters via chat function:
Go to upper left corner to “attendees.” Look for
Kelly Stengel or Mira Bowin by scrolling down. Right click
and Chat with Kelly/Mira... to send questions or technical issues
Technical problems?
Contact Jennifer Brimley at (518) 436-0008 or [email protected]
32
Questions about future trainings and
technical assistance?
For questions and requests for individualized TA for PROS programs:
Oscar Jimenez, MPH
NYAPRS Director of Community and Economic Development
518-436-0008
[email protected]
Mira Bowin
NYAPRS Employment and Economic Self-sufficiency Coordinator
518-436-0008, ext. 18
518-527-1013
[email protected]
33
New York Makes Work Pay
Partnering Organizations
New York Makes Work Pay is a Comprehensive Employment System Medicaid Infrastructure Grant
(Contract No. #1QACMS030318) from the U.S. Department of Health and Human Services, Center
for Medicare and Medicaid Services to the Office of Mental Health on behalf of New York
State. It is a joint effort of the Burton Blatt Institute at Syracuse University and the Employment and
Disability Institute at Cornell University with the collaborative support of the Employment Committee
of the New York State Most Integrated Setting Coordinating Council to develop pathways and
remove obstacles to employment for New Yorkers with disabilities.
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