Support At Home - Weekly Project Webinar Series - Updated 2025-05-10
Support At Home - Weekly Project Webinar Series
Sign Up Here or contact your account lead to arrange sign up.
This weekly webinar series, lasting approximately two hours, will take place from until early July. It is designed to guide participants through the essential steps required to meet the objectives for the current and upcoming weeks. The series aims to ensure that teams remain aligned with the timeline and facilitates the implementation process. Additionally, participants will gain early access to guides and information about the upcoming changes. The series is made up of a few content types:
· Planning: Assist you with planning and managing the change
· Step By Step: Processes that you may need to be doing in detail i.e. how to update the config planning documents, how to do relevant lookups and matching processes, how to extract data to plan for items required as part of the change, how to configure elements of the system
· Deep Dive: Looking at the new functionality and developing a deep understanding of how it works from a system admin perspective, a user perspective and under the hood
· Technical: For the technical migration steps, analysis and testing processes, and API related topics
· Non technical: For the business process, procedure planning, and managing change and training
Those that enroll in the program will have the ability to influence the content within it to ensure we support your teams as best as possible over this change.
Audience: Your Project Team
Format: Webinar with Q&A and Webinar Resources
Schedule
This schedule is subject to changes, additions and alterations be sure to submit your feedback after each session to help refine the content. Also ensure your teams have been registered with us for access to the academy content.
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Planning - Establishing Your Project Team Audience: Managers responsible
for planning and managing the change Friday 9th May 2:30 PM - 1 Hour
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Discuss key roles and stakeholders, governance structures, and essential elements to include in your implementation plan. |
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Step By Step - Introduction to the Config Workbook - Finance Focus
Audience: Business Analysts, System Admins, Individuals responsible for
configuration setup Wednesday 14th May - 9:30am - 2.5 Hours
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Learn how to utilize the workbook to plan your migration for home support. This includes adding pricing and completing crucial mapping steps for Funding, Services, Rates, Line Items, and more. |
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Planning - Finance System Setup & Integration with CareVision
Audience: Finance Managers, Business Analysts, System Admins, Decision Makers
regarding Integrations Tuesday 13th May - 3:30pm - 1 Hour
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Explore the recommended structure and concepts for effective management of these setups. Understand the significance of Debtor Accounts under Support At Home, and the importance of returning invoice numbers or client payment balances. |
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Deep Dive - Understanding Changes to Funding Sources, Billing Categories,
Services, and Line Items Audience: Finance Managers, Claim Processing Team,
Business Analysts, System Admins Thursday 15th May - 2:00pm - 2 Hours
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A comprehensive overview of changes related to funding, services, billing categories, and line items to aid your team in detailed planning of configurations. |
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Step by Step - Using the Service Billing Category Migration Tool Audience:
Data Migration Teams, Business Analysts Friday 16th May - 1:00pm - 2 Hours
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A detailed walkthrough of planning and executing changes using the config workbook on a Sandbox account, including how to test success and track outcomes. |
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Topic |
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Planning - Training and Change Management Planning Audience: Training
Team, Managers, Project Managers Monday 19th May - 2:00pm - 1 Hour
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Strategize for change management with your teams, including tactics for managing change and templates for planning training attendance, tracking, and feedback. We will also delve into significant changes affecting your team's workflow within CareVision for Support At Home. |
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Step By Step - Transitioning to a Quote and Budget Driven Workflow
Audience: Ideal for organizations not yet utilizing the quote and budget tool
within CareVision or those needing a refresher Wednesday 21st May - 11:00am - 1.5 Hours
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A step-by-step guide for adopting quote and budget workflows within CareVision, including a thorough walkthrough of changes to the quoting process for Support At Home. |
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Q&A - Detailed Q&A on the Service Billing Category Migration Tool
Audience: Data Migration Teams, Business Analysts Wednesday 21st May - 2:00pm - 1.5 Hours
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Aimed at completing final testing of the migration tool on Sandbox, this session will cover Q&A and troubleshooting with your project teams. Post-session, your team should finalize testing, conduct a risk assessment, and prepare for production implementation. |
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Step by Step - Configuring Your Account Setup for Funding, Services,
Rates, and Line Items Audience: Business Analysts, System Admins Friday 23rd May - 11:00am - 2 hours
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A step-by-step guide on how to configure each necessary item for the upcoming changes, allowing organisations to review what they have set up so far and correct any errors or mistakes, or leverage additional functionality. |
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Planning - Finalizing Training Plans and Updates to Change Management
Tactics TBC
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Finalize training plans for participants in Group Training Webinars, including strategies to gather feedback, ensure team adoption, and track training outcomes. After this session, your team should finalize training plans and communicate them to your teams. |
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Deep Dive - Understanding New Advanced Booking Details Audience: Business
Analysts, Managers Monday 26th May - 1:30pm - 2 Hours
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A detailed examination of the new Advanced Booking functionality, covering updates to quote calculations, invoicing, and claiming processes, as well as account setup for optimal use. Teams should test this functionality and prepare for adoption. |
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Deep Dive - Case Management Changes Audience: Business Analysts, Managers,
Decision Makers Wednesday 28th May - 2:00pm - 2 Hours
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Prepare for changes in case management, including quota calculations and scenarios to consider when establishing case management services for reporting. |
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Step By Step - Configuring Case Management Changes and Processes Audience:
Business Analysts, System Configuration Wednesday 28th May - 2:00pm - 2 Hours
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A guided walkthrough of setting up case management capabilities, assisting teams with specific use cases while ensuring readiness for workflow testing. Following this session, your team should test configurations and optimize setups for workflow sharing. |
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Step By Step - Reviewing Configuration Changes and Setup Friday 6th June - 11:00am - 2 Hours
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A comprehensive review of all configurations that should be in place in preparation for the changes associated with Support At Home. |
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Planning - Cutover Checklist for Readiness by |
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Planning - Addressing Issues and Queries Raised by Project Teams TBC
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Project Teams will have the opportunity to log queries or issues, which will be discussed in detail with provided responses. |
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Deep Dive: Care Domains and Quality Standards TBC
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How you can use these areas of the system to establish good practice aligned to the quality standards and reporting obligations |
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Topic |
Details |
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Deep Dive - Understanding Invoice and Claiming Workflows |
Details to be confirmed |
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Deep Dive - Conducting the Reconciliation Process and Testing |
Details to be confirmed |
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Deep Dive - Generating and Sending Statements |
Details to be confirmed |
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Deep Dive - Tracking Live Client Balances |
Details to be confirmed |
Further details will be added as topics are finalized. If you have a specific topic you would like to see covered, please reach out.
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