Exhibit 5 - SAMS Reports List.docx
DOCX document 19 KB Posted
- Attached to
- T3053 - DoAS Care/Case Management System (C/CMS)
- Solicitation number
- 23DPP00818
- Issued by
- Mercer County, New Jersey
About this file
This document is an exhibit detailing the SAMS (Social Assistance Management System) Reports List for a state and local contract opportunity between the New Jersey Department of Human Services, Division of Aging Services (DoAS) and the jurisdictions of Mercer County and Trenton City. The SAMS Reports List covers a wide range of reports related to care/case management, including administrative, service, care plan, activities and referrals, financial, consumer, and assessment reports. The contract opportunity is for the DoAS Care/Case Management System (C/CMS), which has a contract number of T3053.
The pricing terms, set-asides, incumbent, current environment, funding requirements and sources, and other salient information are not provided in this exhibit. The document focuses on the detailed list of SAMS reports that are part of the overall contract opportunity.
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Other files
| File | Type | Posted |
|---|---|---|
| Exhibit 3 - REVISED Requirements Traceability Matrix RTM.docx | DOCX document | |
| State of New Jersey Third Party Information Security Questionnaire 8.1.2022~3.pdf | ||
| T3053 Bid Amendment 3.pdf | ||
| Exhibit 1 - Details of Project Components.docx | DOCX document | |
| Exhibit 2 - Supporting Documents.docx | DOCX document | |
| State of New Jersey Standard Terms and Conditions 6.21.2023~8.pdf | ||
| T3053 Bid Amendment 1.pdf | ||
| T3053 Bid Amendment 2.pdf | ||
| T3053 Bid Amendment 4~1.pdf | ||
| T3053 REVISED Bid Solicitation.docx | DOCX document | |
| Exhibit 4 - HIPPA Business Associate Agreement.docx | DOCX document | |
| Price Sheet 4.10.2023.xlsx | XLSX spreadsheet | |
| REVISED Attachment 2 - Standard Procurement Forms Packet.pdf | ||
| T3053 Optional PreQuote Conference.pptx | PPTX presentation |
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Text version
EXHIBIT 5 – SAMS REPORTS LIST
SAMS Reports List
1. Administrative - Administrator Mailing Label Report - Avery 5160 Labels generated from the administrative structure (Providers, Care Managers, etc.).
2. Service - Agency Summary Report - Summary Report showing Service Delivery throughout an entire agency (or agencies) grouped by Provider, Site, County or Town.
3. Service - Agency Summary Report - New Consumers - Summary Report showing Service Delivery for New Consumers throughout an entire agency (or agencies) grouped by Provider, Site, County or Town.
4. Services - Agency Summary Report (Totals Only) - Totals only report showing Service Delivery throughout an entire agency (or agencies) grouped by County (Default) or Provider, Subprovider, Site, Fund Identifier
5. Care Plans - Care Plan Consumer Cost - SAMS Report calculating monthly service plan against deliveries.
6. Care Plans - Care Plan Monitoring Report - A listing of care plans and associated services. SAMS Report
7. Services - Compact Route Sheet (Daily) - SAMS Report for printing daily compact route sheet.
8. Services -Compact Route Sheet (Weekly) - SAMS Report for printing weekly compact route sheet.
9. Activities & Referrals - Consumer Activity/Referral Mailing Labels - Avery 5160 labels generated based upon report of consumers associated with certain activities and referrals.
10. Activities & Referrals - Consumer Activity/Referral Report - A report showing all consumer activities and referrals.
11. Services - Consumer Contact And Phone Listing Report - A report of consumer contact phone listing based upon criteria selected.
12. Financial - Consumer Co-Payment Report - A listing of consumers, with cost shared services by service period, and co-payment amount due.
13. Consumers - Consumer FHIR Audit Report - A report to show the FHIR data elements of a given consumer record
14. Consumers - Consumer Goal Report - A report showing all complete and/or incomplete Care Plan Goals for consumers.
15. Financial - Consumer Invoice and Payment Report - Invoice report specific to consumer invoices, payments and unapplied credits.
| 16. | Consumers | Consumer Listing Copay Report | A listing of consumers, with care enrollment information including co-payment records and co-payment relations. | SAMS Report | ||
| 17. | Consumers | Consumer Listing Report | A report of all consumers showing results based upon criteria selected. | SAMS Report | ||
| 18. | Consumers | Consumer Mailing Label Report | Avery 5160 Labels generated based upon report of all consumers. | SAMS Report | ||
| 19. | Care Plans | Consumer Monthly Service Plan Report (Advanced) | Export Only - Report showing service plan data in a columnar output with specified filters and an option for daily plan details. | SAMS Report | ||
| 20. | Services | Consumer Percentage Co-Pay Report | Report that calculates percentage based copays against services delivered. | SAMS Report | ||
| 21. | Services | Consumer Quarterly Report | A report detailing consumer counts by service with demographic breakdown. | SAMS Report | ||
| 22. | Assessments | Consumer Reassessment Report | A report showing all consumers due for a reassessment. | SAMS Report | ||
| 23. | Consumers | Consumer Service Order Report | A report of service orders based on selected filters. | SAMS Report | ||
| 24. | Services | Consumer Services List Report | A listing of all clients receiving a specified service or services totaling by client along with a grand total. | SAMS Report | ||
| 25. | Financial | Copay Statement of Invoice Reprint | SAMS Report for printing consumer copayment invoices, by agency and invoice date. | SAMS Report | ||
| 26. | Care Plans | Detailed Suspended Service Plan Report (Advanced) | Export Only - Report showing a summary of suspended service plans that can easily be exported for manual modification and manipulation. | SAMS Report | ||
| 27. | Financial | Invoice Item Report | A listing of invoices, with invoice detail by status. | SAMS Report | ||
| 28. | Services | Multi Service Report | A breakdown of service delivery by multiple-categories. Displays distinct consumer count or total service units. | SAMS Report | ||
| 29. | Administrative | NAPIS - Legal Assistance | NAPIS Compliance Report (Beginning FFY22). Legal Assistance Demographics only. Levels of Service and Case Type data is not captured in WellSky. **Report data is dependent on NAPIS Service Mapping** | SAMS Report | ||
| 30. | Administrative | NAPIS - Aging Network Profile (with NSIP and Voucher) | NAPIS Compliance Report (Beginning FFY22). Aging Network Profile metadata, as well as NSIP counts and Respite Voucher information. **Report data is dependent on NAPIS Service Mapping** | SAMS Report | ||
| 31. | Administrative | NAPIS - Caregiver (III-E Demographics and Expenditures) | NAPIS Compliance Report (Beginning FFY22). Caregiver Demographics and Expenditure Data for Title III-E Services.? **Report data is dependent on NAPIS Service Mapping** | SAMS Report | ||
| 32. | Administrative | NAPIS - Demographics (III-B Registered) | NAPIS Compliance Report (Beginning FFY22). Consumer Demographics for Registered, Title III-B Services. **Report data is dependent on NAPIS Service Mapping** | SAMS Report | ||
| 33. | Administrative | NAPIS - Legal Assistance | NAPIS Compliance Report (Beginning FFY22). Legal Assistance Demographics only. Levels of Service and Case Type data is not captured in WellSky. **Report data is dependent on NAPIS Service Mapping** | SAMS Report | ||
| 34. | Administrative | NAPIS - Other Services and Supplemental Services | NAPIS Compliance Report (Beginning FFY22). Other Services and Supplemental Services, Service Listings. **Report data is dependent on NAPIS Service Mapping** | SAMS Report | ||
| 35. | Services | NAPIS Consumer Listing | A report of all consumers showing results based upon criteria selected. | SAMS Report | ||
| 36. | Services | NAPIS Consumer Listing Report - Advanced - (With Caregivers/Care Recipients) | A report showing CDA Reporter Missing Info printout. | SAMS Report | ||
| 37. | Services | NAPIS Consumer Listing Report (With Caregivers/Care Recipients) | Report showing list of Caregivers/Care Recipients who have received a specified or no services and consumers' NAPIS data. | SAMS Report | ||
| 38. | Contracts | New QPR-B Detail Report | New QPR-B Detail Report | |||
| 39. | Contracts | New QPR-B Report | New QPR-B Report | New QPR-B Report | ||
| 40. | Services | NSIP Meal Reports Tab | Cross Tab of all Home Delivered and Congregate Meals (NSIP Meals) delivered in a specified time period. | SAMS Report | ||
| 41. | Services | NSIP Meals Recipient List | Listing of all consumers who have received a Home Delivered or Congregate Meal (NSIP Meal) in a specified time period. | SAMS Report | ||
| 42. | Contracts | Old QPR-B Report - DO NOT USE | Area Plan Contract Quarterly Program Report | Old QPR Report, Do Not Use. New QPR-B Report has more features and this version does not report properly for Quarter 1 - reports only Month 1. | ||
| 43. | Financial | Payment Report | A listing of payments, with payment detail by type. | SAMS Report | ||
| 44. | Consumers | Potential Duplicate Consumer Listing Report | A report of potential duplicate consumers. | SAMS Report | ||
| 45. | Financial | Program Invoice Item Summary Report | Report on Program Invoice Items with grouping and totals. | SAMS Report | ||
| 46. | Administrative | Providers and Services Report | A report of all providers or services showing details based upon criteria selected. | SAMS Report | ||
| 47. | Administrative | Providers and Services Report | A report of all providers or services showing details based upon criteria selected. | SAMS Report | ||
| 48. | Assessments | SAMS Assessment Report | A list of consumers and assessments with configuration columns and filter options. | SAMS Report | ||
| 49. | I & R Reports | SAMS Call Activities Report | A listing of Call Activities based on selected filters | SAMS Report | ||
| 50. | I & R Reports | SAMS Call Mailing Label Report | Avery 5160 Labels generated for callers or consumers of filtered calls | SAMS Report | ||
| 51. | I & R Reports | SAMS Call Profiler Report | Summary Report of Call count for selected group | SAMS Report | ||
| 52. | I & R Reports | SAMS Call Referral Report | Cross Tab summary of Call Referrals | SAMS Report | ||
| 53. | I & R Reports | SAMS Call Summary Report | A listing of Calls based on selected filters | SAMS Report | ||
| 54. | I & R Reports | SAMS Call Topic Report | A listing of Call Topics based on selected filters | SAMS Report | ||
| 55. | Services | SAMS Consumer Provider Service Report | Report showing list of Consumers who have received services. Report results include Last Name, First Name, Residence Town, County, Zip, Phone Number, Units and Unit Cost. | SAMS Report | ||
| 56. | I & R Reports | SAMS I & R Provider Report | A listing of I & R Providers based on selected filters | SAMS Report | ||
| 57. | Assessments | SAMS interRAI Data Export Report | A report showing all collected interRAI data. | SAMS Report | ||
| 58. | Services | SAMS Kitchen Report | A list of meal counts, by Route. | SAMS Report | ||
| 59. | I & R Reports | SAMS Provider Directory Listing Report | Provider Directory Listing | SAMS Report | ||
| 60. | I & R Reports | SAMS SART Report | Summary Report of ADRC data | SAMS Report | ||
| 61. | Services | SAMS Service Delivery Consumer Listing report (with Care Recipient Data) | Service Delivery Consumer Listing Report for AoA Annual National Survey | SAMS Report | ||
| 62. | Care Plans | SAMS Suspended Service Plan Report | A report of suspended service plans showing results based upon criteria selected. | SAMS Report | ||
| 63. | Administrative | SAMS User Login | A list of all user login information, by organization and access roles. | SAMS Report | ||
| 64. | Services | Service Category Monthly Report | Monthly Agency performance report on Service Category | SAMS Report | ||
| 65. | Contracts | Service Contracts Report | Service contract monitoring report. | SAMS Report | ||
| 66. | Administrative | Service Delivery Audit Trail | Audit report of all actions taken on service delivery records. | SAMS Report | ||
| 67. | Services | Service Delivery Consumer Listing | Report showing list of consumers who have received a specified service or services. Report results include Last Name, First Name, Residence Town, County, Zip, Phone Number, Units and Unit Cost. | SAMS Report | ||
| 68. | Services | Service Delivery Consumer Mailing Label | Avery 5160 Labels generated for consumers receiving a specified service or services. | SAMS Report | ||
| 69. | Services | Service Delivery Export Report (Advanced) | Export Only - Report showing a summary of delivered services that can easily be exported for manual modification and manipulation. | SAMS Report | ||
| 70. | Services | Service Delivery Profile - Cross Tab | Cross Tab of all clients receiving a specified service or services broken down in a cross tab. | SAMS Report | ||
| 71. | Services | Service Demographics | A report of services delivered and related consumer demographics statistics, by fiscal period and for current month. | SAMS Report | ||
| 72. | Services | Service Suspension Report | A report of consumers and suspended services, not specifically tied to care planned services. | SAMS Report | ||
| 73. | Assessments | SHIP Client Contact Summary Report | SHIP Report | |||
| 74. | Assessments | SHIP Export Summary Report (PLEASE SPECIFY CLIENT CONTACT OR PAM USING REPORT SETTINGS) | List of client contact or PAM records that have been exported or are ready to be exported. | |||
| 75. | Assessments | SHIP PAM Event Summary Report | SHIP Report | |||
| 76. | Consumers | SHIP STARS Beneficiary Contact Form Summary Report | Summary of Beneficiary Contact Form Summary | SAMS Report | ||
| 77. | Consumers | SHIP STARS Client Contact Summary Report | A report showing Client's Contact Data | SAMS Report | ||
| 78. | Consumers | SHIP STARS Group Outreach and Education Form Summary Report | Summary of Group Outreach and Education Form | SAMS Report | ||
| 79. | Consumers | SHIP STARS Media Outreach and Education Form Summary Report | Summary of Media Outreach and Education Form | SAMS Report | ||
| 80. | Services | Topic Profile - Outcome Chart | A chart illustrating all topic outcomes. | SAMS Report | ||
| 81. | Services | Topic Profile - Topic Hours Distribution | A listing of all topics recorded sorted by consumer. | SAMS Report | ||
| 82. | Services | Topic Profile - Topic Time Spent Chart | A chart illustrating time spent on individual topics. | SAMS Report |
23DPP00818 DoAS Care/Case Management System (C/CMS) 1
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