1. SAMS for Caregiving Services
July 10, 2017

2. Data Reporting for Caregiver Services
SAMS data collection is a requirement for all NFCSP services
If money has been spent, there must be a reciprocal data entry in SAMS
Coordinate with fiscal and director to understand budget
AFCSP services do not have to be reported in SAMS at this time, but that will likely be changing
Be sure data is reported in the correct place
Care Enrollment = 01-NFCSP Caregiver and 02-NFCSP Care Recipient
Service Delivery - Use the exact name and number of service to ensure
it is being recorded in the right place
Link caregiver to care recipient

3. Helpful forms for SAMS reporting
Caregiver Intake Form
Care Recipient Intake Form
Data Collection Tool
SAMS Caregiver Reference Sheet

4. Intake Forms
Caregiver Intake form
Care Recipient Intake form

6. SAMS Caregiver Services Reference Sheet

7. Add Client Records
Before reporting services, caregivers and care recipients must be entered in the correct Care Enrollment
01-NFCSP Caregiver
02-NFCSP Care Recipient
** Even if the caregiver is only receiving a non-reciprocating service such as support group
or PTC class, both the caregiver and care recipient need to be entered in the system
** Any care recipient that is under age 59 must be marked as “disabled”
in their client record, even if they qualify due to dementia

8. *All data must be entered into the correct subcategory
Collecting Data
Service areas where data needs to be collected
Caregiver Case Management
Caregiver Counseling
Caregiver Training
Caregiver Support Groups
Respite Care
Supplemental Services
Information Services (Public Information)
*All data must be entered into the correct subcategory
*If money is spent in a service area, you are required report data in that area.

9. Explaining all Caregiver Service Areas
Definitions
When to use
Data to collect
How to report
Subcategories

10. Caregiver Case Management - #64
Definition: Person-centered approach to providing assistance with care coordination…where the older person…require(s)…services by formal service providers or informal caregivers. Activities include:
Assessing needs
Developing care plan
Coordinating services
Ongoing reassessment of needs
Consider using this for people you enroll in the program
Use Caregiver Intake form to collect needed information
Record the number of contacts – do not need to keep track of actual time spent
Report Delivery Type: to Caregiver
Care Recipient should show up
Caregiver Coordinator
New Category!
Good place to put staff salary for working 1:1 with caregivers
Will need to collect full info on CG so not the right place for doing options counseling – only in-depth work with caregivers
In Service Delivery, Delivery Type needs to be Caregiver

11. * Check with your director and/or fiscal person to find out!
Remember !
Only if NFCSP funds were spent on something do you have to enter it into SAMS
* Check with your director and/or fiscal person to find out!

12. Caregiver Counseling - #6501s
Definition: Provision of professional advice, guidance, and instruction…to caregivers to assist them…in their caregiver role. May be provided by telephone or in person by paid…and/or volunteer staff who have been professionally trained…
This is more than case management or options counseling
Most likely not done by many coordinators – refer to professional counselors
Use Caregiver Intake form to collect needed information
Record the number of sessions – not time spent
Report Delivery Type: to Caregiver
Care Recipient should show up
NOTE NEW NUMBER!!! #6501s
In Service Delivery, Delivery Type needs to be Caregiver
Subservices:
Grandparent Counseling
Individual Counseling

13. Caregiver Training - #6502s
Definition: Provision of formal or informal opportunities for caregivers to acquire knowledge, experience or skills related to their caregiving roles and responsibilities…May include use of evidence-based programs, be conducted in- person or online, and be provided in individual or group settings. Does not include staff training.
Powerful Tools or other classes (when using NFCSP funds)
Could be used for working 1:1 when not considered counseling
Sending caregivers to conferences using NFCSP funds
Use Caregiver Intake form to collect needed information
Record the number of sessions – not time spent
Report Delivery Type: to Caregiver
Care Recipient should show up
Subservices:
Powerful Tools
Conference
Intermission Program (Waukesha)
NEW NUMBER
If NFCSP funds are not used for any part of your PTC class (books, staff time, food), you do not need to report this in SAMS
If funds from 2 sources are being used (NFCSP and Health Promotion), you need to report part of the class in one area of SAMS and the other half in the other area of SAMS
If you have a Training that you are doing regularly in your county, let Carrie or me know and they can add a subcategory for it.
In Service Delivery, Delivery Type needs to be Caregiver

14. Caregiver Support Groups - #6503s
Definition: A service led by a facilitator to discuss common caregiver experiences and concerns and develop a mutual support system for caregivers and their families. Support groups are typically held on a regularly scheduled basis and may be conducted in person, over the telephone, or online…
Use Caregiver Intake form to collect needed information
Record the number of sessions – not time spent
Report Delivery Type: to Caregiver
Care Recipient should show up
Subservices:
Alzheimer’s & Dementia
Grandparents Raising Grandchildren
NEW NUMBER
In Service Delivery, Delivery Type needs to be Caregiver

15. Respite Care, In Home – 66a
Definition: An in-home service that includes an appropriately skilled provider or volunteer providing…short-term, temporary supports…that allow the caregiver rest or relief to do other activities…
Use Caregiver Intake and Care Recipient Intake forms to collect needed information
Record the number of hours – 15 minute increments
Report Delivery Type: to Care Recipient
Caregiver should pop up – if it doesn’t, there’s something wrong
Number of hours for Caregiver and Care Recipient should
be the same
Subservices:
Chore
General Respite
Grandparent Respite
Homemaker
Personal Care
In Service Delivery, Delivery Type needs to be Care Recipient

16. Respite Care, In Home – 66a Subservices:
Chore – includes heavy cleaning, pest control, mowing/raking, snow removal, yard work, moving, etc.
General Respite – primary responsibility of care provider is to provide socialization and companionship
Grandparent Respite – service that provides companionship, supervision and/or assistance with ADLs for children aged 18 and under
Homemaker – assistance with routine household tasks such as ironing, meal prep, shopping and light housekeeping
Personal Care – personal assistance, stand-by assistance, supervision or cures for someone with ADL’s
In Service Delivery, Delivery Type needs to be Care Recipient

17. Respite Care, Facility Based Day - #66b
Definition: A service in which a care recipient attends a supervised, protective, and congregate setting during some portion of a day and an overnight stay does not occur…providing short-term, temporary supports to the caregiver…that allow the caregiver rest or relief to do other activities.
Use Caregiver Intake and Care Recipient Intake forms to collect needed information
Record the number of hours – 15 minute increments
Report Delivery Type: to Care Recipient
Caregiver should pop up – if it doesn’t, there’s something wrong
Number of hours for Caregiver and Care Recipient should
be the same
Subservices:
Adult Day Care
Grandparent Respite – child care
Grandparent Respite – special activity
In Service Delivery, Delivery Type needs to be Care Recipient

18. Respite Care, Facility Based Overnight - #66c
Definition: A service in which a care recipient is placed in a facility…for a full 24-hour period of time. Service occurs on a temporary and intermittent, occasional, or emergency basis and allows the caregiver rest or relief to do other activities.
Use Caregiver Intake and Care Recipient Intake forms to collect needed information
Record the number of hours – 15 minute increments
Report Delivery Type: to Care Recipient
Caregiver should pop up – if it doesn’t, there’s something wrong
Number of hours for Caregiver and Care Recipient should
be the same
Subservices:
Grandparent Respite – Child Care
Caregiver Respite – Overnight Stay
In Service Delivery, Delivery Type needs to be Care Recipient

19. Supplemental Services - #67
Definition: Goods and services provided…to complement the care provided by caregivers… Examples include home repair and modifications, assistive devices/technology, home security and safety, consumable supplies and transportation/assisted transportation.
Use Caregiver Intake and Care Recipient Intake forms to collect needed information
Record the number of occurrences
Report Delivery Type: to Care Recipient
Caregiver should pop up – if it doesn’t, there’s something wrong
Many Subservices!
Sort of the catch-all.
If it isn’t giving the caregiver direct respite, it is probably a supplemental service (like chores, housecleaning, etc)
In Service Delivery, Delivery Type needs to be Care Recipient

20. Supplemental Services - #67
Subservices
Assisted Transportation (one-way trip)
Assistive Devices/Technologies
Consumable Supplies
Home Repairs & Modifications
Personal Emergency Response System
Professional Visit by RN, OT, PT or Nutritionist
Transportation (one-way trip)
In Service Delivery, Delivery Type needs to be Care Recipient

21. Information Services - #68
Definition: Contacts with a group of older adults, their caregivers, or the general public, to inform them of caregiver services or resources available within their communities. Examples include:
directed at groups and large audiences of caregivers
Collect number of activities – no personal information needed
Use NFCSP Data Collection Sheet to collect needed information
Record as a group - number of activities and number of consumers reached
health fairs
Brochures
Publications
caregiver conferences
Newsletters
publicity or mass media campaigns
ONLY REPORT IF YOU HAVE SPENT NFCSP $ ON IT

22. Information Services - #68
Subservices
Conference
Grandparent Newsletter
Informational Mailings
Newsletters
Newspaper
Public Exhibits
Public Presentations
Radio
Taped Presentation
Television
REMEMBER
Only if NFCSP funds were spent on something do you have to enter it into SAMS
Newsletters – if NFCSP funds are not used for your newsletter, you do not need to report anything in this category even if you put caregiver info into your newsletter.
If more than one funding source is used for newsletters, you can report the newsletter in each of the corresponding categories.
ADVERTISEMENTS are not considered information services. i.e. an ad for a PTC class should not be counted as Information Services.

23. Data is important!
Data needed to show how Federal and State money was spent
Data needed to show how caregivers have been supported
Consistent data entry is important
Enter data every month
Run reports to verify accuracy

24. Need more help?
Please contact me or Carrie Kroetz if you have questions.
Or access Carrie’s online webinar:
NFCSP Caregiver New Reporting Requirements 16-17
Get help sooner rather than later!!!