1. ALAMEDA COUNTY SUBSTITUTE PAYEE PROGRAM

2. Overview Alameda County Sub-Payee web based computer system.
Navigating the Alameda County Sub-Payee Program System.
On demand reports.

3. Accessing Sub Payee
How do I get in?

4. To Logon to Substitute Payee
Web address – Save to your favorites
User Name – This is your current 5 digit InSyst staff number (if your current staff number is 4 digits long you will need to enter a preceding 0, i.e is entered as 01234).
When logging in the first time you must use the Temporary Password
provided during your training session.
The system will prompt you to change your password after your initial logon.
Your Password must contain:
1 Number
1 Lower Case Letter
1 Upper Case Letter
A minimum of 8 characters in Length
Note: The system will not allow you to reuse your last 10 passwords.

5. Then enter the temporary password.
Logon Screen
Enter your InSyst staff number here.
01234
Then enter the temporary password.

6. The system will require you to change your password at initial log on.
Must contain at least:
1 Number
1 Alpha Lower Case Alpha Upper Case
Be a minimum of 8 characters

7. Forgot Your User Name or Password?
Click here to reset your password. You will receive your temporary password via
from Panoramic.

8. Initial Log In Screen
This screen displays the first time you access the system and allows you to customize your color scheme.

9. Case Management to view
Initial Log In Screen
Click on
Case Management to view
My Site Table

10. My Site View This screen displays the Sub-Payee clients open
to your program.
To view individual client
data, single click on the
client name.

11. Face Sheet
This screen displays when you click on a client’s name.

12. Face Sheet Sections There are 7 Facesheet sections Click on a green
button to expand each
section.
Sidebar menu box is client specific

13. Transactions
To view the client’s income & disbursements, click on “Transactions” on the sidebar menu.
The amount displayed
is the client’s available balance.
CLICK HERE

14. Amounts in RED are disbursements.
Transactions
Current Month table lists transactions that have occurred for the
current month and are anticipated for a future month.
Amounts in RED are disbursements.
To view details, click on an individual transaction.

15. You will be able to view:
Transaction Details
You will be able to view:
Payee/Payor
Payee’s address
Check Number
Amount of check
Date Posted
Reason for Payment
Account number for Payee

17. Budget Request Screens
Click on a row to view transmittal details.
Click on “Budget Requests” to view processed transmittals.

18. Budget Request Screens
Use this screen to view transmittal type and notes.

19. Budget Request Menu
Click Disbursements on the sidebar menu to view the transactions linked to the budget request (transmittal).

20. Displays all disbursements linked to the budget request.
Disbursement Table
Displays all disbursements linked to the budget request.

21. Disbursement Detail Screen
Clicking on an individual disbursement (prior slide) will display the details.

22. Address History & Contacts
Click on Address History to view physical and mailing address history for client
Click on Contacts to view a list of contacts linked to the client.
Contacts are people reported living with the client.

23. Reports

24. CM Reports Two Reports are Available:
Trans Details Ledger Report:
This reports provides details of all income, disbursements and a cumulative balance for the client for the time period you select.
Trans & Address Hist Report:
This report provides address history details in addition to all of the information listed above for the client for the time period you select.

25. Reports Menu
On the client’s sidebar menu, click on “CM Reports” to display available reports.

26. Click on the report you would like to select.
Requesting Reports
Click on the report you would like to select.

28. Date Range for the selected report:
► Enter the beginning date that you would like the report to cover.
► Click the Next button.
► Enter the end date that you would like the report to cover.
► Click the Finish button.

29. Sample of the Trans Details Ledger Report:
You must use the print icon on the report viewer when printing reports. DO NOT use the print option on the Windows Tool Bar
Sample of the Trans Details Ledger Report:

30. Contact Sub Payee Supervisor:
When security has been compromised
For system issues
Training for new users
Staff changes
Renee Plunkett (510)

31. Thank you for coming! If you need help navigating the
system, please contact:
Sub-Payee PSTs - (510) or
Renee Plunkett – (510)
Thank you for coming!