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ALAMEDA COUNTY SUBSTITUTE PAYEE PROGRAM ALAMEDA COUNTY SUBSTITUTE PAYEE PROGRAM

Overview Ø Alameda County Sub-Payee web based computer system. Ø Navigating the Alameda County Overview Ø Alameda County Sub-Payee web based computer system. Ø Navigating the Alameda County Sub -Payee Program System. Ø On demand reports. 2

Accessing Sub Payee How do I get in? 3 Accessing Sub Payee How do I get in? 3

To Logon to Substitute Payee Ø Web address – Save to your favorites https: To Logon to Substitute Payee Ø Web address – Save to your favorites https: //alameda. panosoft. com/ALAMEDA/index. jsp? pp=Logon Ø User Name – This is your current 5 digit In. Syst staff number (if your current staff number is 4 digits long you will need to enter a preceding 0, i. e. 1234 is entered as 01234). Ø When logging in the first time you must use the Temporary Password provided during your training session. Ø The system will prompt you to change your password after your initial logon. Ø Your Password must contain: Ø 1 Number Ø 1 Lower Case Letter Ø 1 Upper Case Letter Ø A minimum of 8 characters in Length Note: The system will not allow you to reuse your last 10 passwords. 4

Logon Screen 01234 Enter your In. Syst staff number here. Then enter the temporary Logon Screen 01234 Enter your In. Syst staff number here. Then enter the temporary password. 5

The system will require you to change your password at initial log on. Must The system will require you to change your password at initial log on. Must contain at least: 1 Number 1 Alpha Lower Case 1 Alpha Upper Case Be a minimum of 8 characters 6

Forgot Your User Name or Password? Click here to reset your password. You will Forgot Your User Name or Password? Click here to reset your password. You will receive your temporary password via e-mail from Panoramic. 7

Initial Log In Screen This screen displays the first time you access the system Initial Log In Screen This screen displays the first time you access the system and allows you to customize your color scheme. 8

Initial Log In Screen Click on Case Manage ment to view My Site Table Initial Log In Screen Click on Case Manage ment to view My Site Table 9

My Site View This screen displays the Sub-Payee clients open to your program. iew My Site View This screen displays the Sub-Payee clients open to your program. iew To v idual v indi t n gle clie , sin he data on t. click t name n clie 10

Face Sheet This screen displays when you click on a client’s name. 11 Face Sheet This screen displays when you click on a client’s name. 11

Face Sheet Sections There are 7 Facesheet sections Sidebar menu box is client specific Face Sheet Sections There are 7 Facesheet sections Sidebar menu box is client specific Click on a green button to expand each section. 12

Transactions To view the client’s income & disbursements, click on “Transactions” on the sidebar Transactions To view the client’s income & disbursements, click on “Transactions” on the sidebar menu. CLI CK HER E The amount displayed is the client’s available balance. 13

Transactions Current Month table lists transactions that have occurred for the current month and Transactions Current Month table lists transactions that have occurred for the current month and are anticipated for a future month. Amou nts in RED are disbu rsem ents. To view details, click on an individual transaction. 14

Transaction Details You will be able to view: Ø Ø Ø Ø Payee/Payor Payee’s Transaction Details You will be able to view: Ø Ø Ø Ø Payee/Payor Payee’s address Check Number Amount of check Date Posted Reason for Payment Account number for Payee 15

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Budget Request Screens Click on a row to view transmittal details. Click on “Budget Budget Request Screens Click on a row to view transmittal details. Click on “Budget Requests” to view processed transmittals. 17

Budget Request Screens Use this screen to view transmittal type and notes. 18 Budget Request Screens Use this screen to view transmittal type and notes. 18

Budget Request Menu Click Disbursemen ts on the sidebar menu to view the transactions Budget Request Menu Click Disbursemen ts on the sidebar menu to view the transactions linked to the budget request (transmittal). 19

Disbursement Table Displays all disbursements linked to the budget request. 20 Disbursement Table Displays all disbursements linked to the budget request. 20

Disbursement Detail Screen Clicking on an individual disbursement (prior slide) will display the details. Disbursement Detail Screen Clicking on an individual disbursement (prior slide) will display the details. 21

Address History & Contacts n Click on Address History to view physical and mailing Address History & Contacts n Click on Address History to view physical and mailing address history for client n Click on Contacts to view a list of contacts linked to the client. Contacts are people reported living with the client. 22

Reports Reports

CM Reports Two Reports are Available: Trans Details Ledger Report: This reports provides details CM Reports Two Reports are Available: Trans Details Ledger Report: This reports provides details of all income, disbursements and a cumulative balance for the client for the time period you select. Trans & Address Hist Report: This report provides address history details in addition to all of the information listed above for the client for the time period you select. 24

Reports Menu On the client’s sidebar menu, click on “CM Reports” 25 Reports Menu On the client’s sidebar menu, click on “CM Reports” 25

Requesting Reports Click on the report you would like to select. 26 Requesting Reports Click on the report you would like to select. 26

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Date Range for the selected report: ► Enter the beginning date that you would Date Range for the selected report: ► Enter the beginning date that you would like the report to cover. ► Click the Next button. ► Enter the end date that you would like the report to cover. ► Click the Finish button. 28

Sample of the Trans Details Ledger You must use Report: the print icon on Sample of the Trans Details Ledger You must use Report: the print icon on the report viewe r when printi ng report s. DO NOT use the print option on the Windo ws Tool Bar 29

Contact Sub Payee Supervisor: ¨ When ¨ For security has been compromised system issues Contact Sub Payee Supervisor: ¨ When ¨ For security has been compromised system issues ¨ Training ¨ Staff for new users changes Renee Plunkett (510) 383 -1567 [email protected] org 30

If you need help navigating the system, please contact: Sub-Payee PSTs - (510) 383 If you need help navigating the system, please contact: Sub-Payee PSTs - (510) 383 -1557 or Renee Plunkett – (510) 383 -1567 [email protected] org Thank you for coming! 31