1. ADEN model recap Core Training for Members Estimated time 30 minutes
April, 2019
ADEN model recap
Core Training for Members
Estimated time 30 minutes

2. EN operations

3. ADEN blueprint at-a-glance

4. Referrals – how it works
Toll Free Line: Screened callers directed to appropriate Member site
More likely to receive referrals regularly if a National provider
Local service area providers will need to engage in active Marketing
Must make contact in two business days / Member decides if accepting Ticket
Direct Calls: Members who have completed ADEN Core Training are listed on the SSA EN Directory
Direct calls go to the Member Point of Contact and Member makes decision
Other referrals: Your reputation will grow, and you will get referrals, from:
Mental Health providers / CILs / other partner agencies
Vocational Rehabilitation (formally through PP, or informally through relationships)

5. Assessment – who do I assign?
Assessment Tools:
Ticket Assessment Guide
Participant Assessment Tool
Is the Ticket available for assignment?
Check by using Ticket Help Line (must be with Participant), or:
Collect SSN, enter in a Note in YOUR record, Kevin to check SSA system
Is the person committed to self-sufficiency within 3 years?
This is the core issue you need to resolve
Explain job search activities take effort, it’s like having a job
Part-time work to start is fine, if the goal is full-time within 3 years

6. Accepting referral – what do I do next?
Create Participant Record
ADEN Portal Guide walks Members through the process of creating records:
Once record is created, a Civi ID # identifies the record you created, you will refer to this individual by this ID # when protecting PII is needed
ADEN Intake Form
Valuable next step eases the collection of information from your Participant, which will help you in development of the IWP and providing BWIA services
Consent Forms
SSA 3288 consent forms are needed if you will be requesting a BPQY for your Participant directly, rather than having the Participant get the BPQY from SSA

7. Developing the iwp IWP development basics:
Make sure you connect the persons experience, background and skills with the current goal(s).
Pay attention to tips provided within the IWP form and follow them!
Complete the IWP carefully, and fully, for each Participant
Special Instructions for first 5 IWP’s:
You will need to have your first 5 IWP’s review by ADEN Admin
When ready for review, upload draft IWP (without signatures) to the new Participant record, Kevin with request to review using Civi ID # to identify
ADEN Director will notify you as a part of the review process when you no longer need review and approval prior to getting signatures
IWP Example:

8. ADEN Portal Use the ADEN Portal Guide for instructions
Creating Participant Record – The first thing you will do after you determine you want to work with potential Participant.
Creating Employer Record – Created after Participant is employed. If employed when referred, wait and add employment information after Ticket is assigned.
Potential vs. Pending:
Potential: the status a record has while developing the IWP, and gathering initial information
Pending: the status a record has when you have a signed IWP in Notes, which signals ADEN Admin to assign ticket

9. Updating Portal records
Update Participant Record:
When benefits information changes
When phone or address changes
Monthly adding Participant Services
When employment information changes (wages, hours, job ends)
When attaching important documents from your Participant

10. Quality services
Regular scheduled meetings with Participant is necessary
Participants need to know you are a value add for them and have a reason to meet with you!
During job search, you should schedule weekly or bi-weekly meetings
Post employment, you should schedule monthly follow up minimum
An established rapport with Participant will ensure ongoing reliable communications
You need to provide a service; not sufficient to just ask how are you doing?
Refer to IWP regarding services you stated you would offer

11. virtual services Protecting PII: IWP Signatures: Building Rapport:
NEVER send PII via
Includes Name, SSN, or any other identifier
IWP Signatures:
Preferred method is live ink signatures
If needed, you may collect via electronic signature process
Building Rapport:
More difficult with distance based services, consider the following:
Video conferencing – seeing is believing!
Drop in hours for Participants – scheduled time when any Participant can call
Scheduling meetings using calendar invitations – Organization is key!

12. Aden member maturity scale

14. What’s next?
Documenting Services recorded training must be viewed here:
After viewing recorded training, take the “Documenting Services Exercise” located on the Core Training resource page, scroll to bottom where files are attached
You should be entering fake Participant Services in your record as a part of this exercise
Report that this has been completed by ing Mary Lynn:
Please complete this task today with remaining time left in training, or, if you cannot, by tomorrow. Your training will not be complete until this task is completed and reviewed.

15. American Dream Employment Network (ADEN)
ADEN Co-Directors of
American Dream Employment Network (ADEN)
Mary Lynn ReVoir Kevin Nickerson