Discretionary Grant Billing SHARE ID Tracking Enhancement

Transparency Collaboration Accountability Efficiency Bridge Between SHARE and STAR Transparency Collaboration Accountability Efficiency

SHARE ID Tracking Enhancement What is SHARE? SHARE is the State of New Mexico’s Financial Database system SHARE is the Book of Record for State Agencies Financial transactions SHARE system contains all financial aspects Accounts Payable Budgets Financial Accounting Accounts Receivable State General & Federal Fund Management

Why SHARE ID tracking in BHSDSTAR? SHARE ID Tracking Enhancement Why SHARE ID tracking in BHSDSTAR? Behavioral Health System Improvement FCC is dedicated to Improving the overall BH system and processes within This enhancement introduces ability to reconcile the STAR system to the SHARE system, enabling State Agencies to efficiently and accurately manage funding Recording Reporting Reconciling This is a Falling Colors Value-Added Service for BH system improvement FCC does not receive funding for any VAS system enhancements, all VAS are provided beyond ASO contract

Provider’s Perspective The following slides display STAR’s Value-Added Enhancement from a Provider’s perspective

Impact How does this impact a Provider who participates in discretionary grant projects? This introduces the ability for providers to select the applicable grant year funding when entering services Program Managers will need to communicate to providers which allocation to select when entering services

Overview Select Program

Program Hover over icon to display Allocation Information New Feature Hover over icon to display Allocation Information Service Window: Dates in which services can be rendered Liquidation date: Final Date to submit rendered services (timely filing rules still apply)

Add Service(s) Click “Add Service”

Add Service(s) cont. Select Service

Add Service(s) cont. 1) Click Funding dropdown 2) Select an allocation New Feature 1) Click Funding dropdown New Feature 2) Select an allocation

Add Service(s) cont. Continue entering information as before: Date of Activity Cost of Activity Type of Activity Etc. Click the Save button

Once a service is saved, the Transaction is generated Services Input – Transaction complete Once a service is saved, the Transaction is generated

Allocation Rules STAR Allocation Rules enforce SHARE funding dates New Feature STAR Allocation Rules enforce SHARE funding dates Cannot exceed each allocation, can only bill up to each Allocation amount Can only invoice against each allocation within timelines provided by State Agency

Invoice now displays SHARE information Invoice Generated 45.00 Education New Feature Invoice now displays SHARE information

Data In and Data Out There are several reports available to access this information by the State Agencies

Reports Generated for State Agency Staff These Reports now include the SHARE ID: Burn Rate Report displays service Expenditures (All) Outstanding Amounts to be Paid Paid Amounts Payment Detail Report displays Paid Expenditures (Financial Department) Paid Amounts only (Cost Reimbursement) Report assists State staff in accurately recording expenditures within the SHARE system.

Reports Generated – Burn Rate Report JH New Feature SHARE Information displayed on Burn Rate Report Each SHARE ID represents a specific grant year or carryover award

STAR Expenditure Detail Reports Generated – SHARE Payment Detail ASO Payment Detail   Payments Between: 09/01/2018 and 09/30/2018; Lead: BHSD; Payor: Falling Colors; Category: Federal SHARE Project Detail STAR Expenditure Detail SHARE Fund SHARE ID Payment Date Payment Amount Total Billing Method Payment Method Provider Name ASO Funding Table STAR Invoice # Service Month Paid Amount Detail State Fiscal Year Payment ID PDO HSDPDO1601 09/14/2018 $18,000.00 Non-Claims EFT Intentionally Hidden BF30 : PDO STAR-BHS 011 841 2018, August SFY19 4778 HSDPDO1602 $42,716.32 STAR-BHS 011 903 $5,789.36 STAR-BHS 011 761 2018, July $10,724.00 4758 STAR-BHS 011 839 $14,149.00 STAR-BHS 011 766 $5,053.96 4777 STAR-BHS 011 827 $7,000.00 4773 New Feature SHARE Information displayed on SHARE Payment Detail Report SHARE ID Payment Dates Payment Amounts Payment ID Invoice # Etc.

Questions? For any questions you may have, please submit to support@bhsdstar.org