Getting To Know COMPASS

04/20/2018Staff DevelopmentOffice of Income MaintenanceGetting to Know COMPASSOverview for Community PartnersApril 2018 UpdateClick the Resources tab above fora text-only version of this training.This module contains narration.Please adjust your volume settings.Click Next to BeginThis overview is narrated. Please take a moment to adjust yourcomputer’s volume now.COMPASS Tutorial1

Staff DevelopmentOffice of Income Maintenance04/20/2018Welcome to COMPASS!Welcome to the COMPASS Overview for Community Partners!You’ll see that most slides will advance automatically; however,you may use the player controls at the bottom of the screen topause the player or move forward or back if needed. You mayskip to another section of the overview using the menu to theleft.If you would like a text-only version of this overview, you mayaccess a copy from the resources tab at the top of this screen.When you’re ready to begin, click the “Next” button.COMPASS Tutorial2

04/20/2018Staff DevelopmentOffice of Income MaintenanceWhat’s InsideWhat is COMPASSWhere and How toAccess COMPASSCloser Look at theCommunity PartnerDashboardThis overview will give you a sneak peek at what COMPASS has tooffer. It will help you familiarize yourself with many of theCOMPASS screens and functions that you will see and use as aCommunity Partner.For more information about the general COMPASS features forindividual and family applicants and recipients, you may view theGetting to Know COMPASS Overview for Individuals and Families.It is recommended that you view the sections in the order theyappear on the screen, beginning with “What is COMPASS,”however, you may skip directly to another section. Click the Nextbutton to continue or choose an icon to jump to a section.COMPASS Tutorial3

Staff DevelopmentOffice of Income Maintenance04/20/2018What is COMPASS?COMPASS is an acronym that stands for Commonwealth ofPennsylvania Access to Social Services. COMPASS is sort of like anonline department store that offers one-stop shopping for manyhealth and human service needs.COMPASS Tutorial4

Staff DevelopmentOffice of Income Maintenance04/20/2018What is COMPASS?COMPASS is used to:Learn about and see if individuals or families qualify forDepartment of Human Services (DHS) benefits,Apply for and renew DHS benefits,Manage DHS benefits,And Receive referrals to other benefits not available onCOMPASS.COMPASS Tutorial5

04/20/2018Staff DevelopmentOffice of Income MaintenanceWhere to Access COMPASSwww.compass.state.pa.usUsers can find COMPASS with a home computer or by using themyCOMPASS PA mobile app on your smartphone. The app is notoptimized for use on a tablet. Users can also access the full siteusing a smartphone or tablet.Note that the Community Partner Dashboard is not supported onthe app.The COMPASS website can be found at:www.compass.state.pa.us, and the app can be downloaded froma smartphone or tablet.COMPASS Tutorial6

Staff DevelopmentOffice of Income Maintenance04/20/2018Benefits of Using COMPASSThere are many benefits to using COMPASS:COMPASS is convenient and easy to use.COMPASS is available 24 hours a day, 7 days a week.COMPASS can be accessed without leaving home or calling yourCounty Assistance OfficeCOMPASS is safe, secure, and confidential.COMPASS allows you to complete one application for multiplebenefits.COMPASS sends your application to the right agency for review.COMPASS can submit referrals for other services.COMPASS Tutorial7

Staff DevelopmentOffice of Income Maintenance04/20/2018What Services Can I Access?With COMPASS users can access these services: Health Care(including CHIP, Medical Assistance, and Medical Assistance forFormer Foster Care Youth), SNAP, School Meals, Cash Assistance,LIHEAP or Energy Assistance, Child Care Works, and Long TermCare.Users can also easily navigate from COMPASS to the FederallyFacilitated Marketplace. Or you can submit referrals to Home andCommunity Based services, such as Autism Services, EarlyIntervention Services, and Intellectual Disability Services.COMPASS Tutorial8

04/20/2018Staff DevelopmentOffice of Income MaintenanceWhat is COMPASSWhere and How toAccess COMPASSCloser Look at theCommunity PartnerDashboardNow that we know what COMPASS can do, next we’ll look a littlecloser at where and how to access COMPASS.COMPASS Tutorial9

04/20/2018Staff DevelopmentOffice of Income MaintenanceWhere to Access COMPASSwww.compass.state.pa.usWe already mentioned that you can find the COMPASS websiteat: www.compass.state.pa.us.Let’s take a look at it now.COMPASS Tutorial10

Staff DevelopmentOffice of Income Maintenance04/20/2018Screenshot XYou’ll be directed to this screen first.There are many places you can go from here. Let’s take a lookaround.COMPASS Tutorial11

Staff DevelopmentOffice of Income Maintenance04/20/2018At the top of the screen you can put your cursor over the menuitems to see what’s in each one. Let’s see what’s there.COMPASS Tutorial12

Staff DevelopmentOffice of Income Maintenance04/20/2018What We Offer provides links to give you more information aboutthe DHS benefits that you can access.COMPASS Tutorial13

Staff DevelopmentOffice of Income Maintenance04/20/2018Helpful Links gives you access to specific information on UsingCOMPASS and answers questions you may have about DHSbenefits and programs. From here you can also jump directly toother areas of COMPASS.COMPASS Tutorial14

Staff DevelopmentOffice of Income Maintenance04/20/2018About provides general information about COMPASS andinstructions for downloading the myCOMPASS PA app.COMPASS Tutorial15

Staff DevelopmentOffice of Income Maintenance04/20/2018Contact Us gives you options for assistance, including theCOMPASS Helpline phone number and access to request helpthrough an online form.COMPASS Tutorial16

Staff DevelopmentOffice of Income Maintenance04/20/2018Login/Register allows you to register for a new account or log into your existing account.COMPASS Tutorial17

Staff DevelopmentOffice of Income Maintenance04/20/2018You can view this page in Spanish or access assistance with otherlanguages.COMPASS Tutorial18

Staff DevelopmentOffice of Income Maintenance04/20/2018Individuals and families can Apply for new benefits or can checkto see if they may qualify for benefits before applying.Let’s scroll down to see what else is on the COMPASS homepage.COMPASS Tutorial19

Staff DevelopmentOffice of Income Maintenance04/20/2018Here individuals and families may choose to renew benefits ifthey already have DHS benefits, finish an application that theyhave already started, or during LIHEAP season, apply for LIHEAPbenefits. During the summer season, they may click the link tolearn more about the Summer Food Service Program.COMPASS Tutorial20

Staff DevelopmentOffice of Income Maintenance04/20/2018And at the bottom of the page, there’s information about themyCOMPASS PA app.COMPASS Tutorial21

Staff DevelopmentOffice of Income Maintenance04/20/2018Now we’ll take a closer look at some of things you, as aCommunity Partner, can do with COMPASS.COMPASS Tutorial22

04/20/2018Staff DevelopmentOffice of Income MaintenanceWhat is COMPASSWhere and How toAccess COMPASSCloser Look at theCommunity PartnerDashboardSelect the next topic you want to explore.COMPASS Tutorial23

Staff DevelopmentOffice of Income Maintenance04/20/2018Who are Community Partners?Organizations such as hospitals, coalitions, church groups, andother community based groups that help Pennsylvania residentsapply for health and human services can register to become aCOMPASS Community Partner.COMPASS Tutorial24

Staff DevelopmentOffice of Income Maintenance04/20/2018COMPASS Community PartnersBy registering as a COMPASS Community Partner, yourorganization can initiate and track applications and renewals,screen for benefits, submit documents, and more, through theCOMPASS Community Partner Dashboard. Once registered, theCOMPASS Community Partner Dashboard will serve as a singleaccess point for all of your organization’s activities.COMPASS Tutorial25

Staff DevelopmentOffice of Income Maintenance04/20/2018Login/RegisterTo log in or register as a Community Partner, click on theLogin/Register link found in the Login/Register Menu.COMPASS Tutorial26

Staff DevelopmentOffice of Income Maintenance04/20/2018The “Online Self-Registration Guide” provides information onhow to register your organization as a Community Partner. It alsocontains detailed information on other Administrative tasks, suchas how to register your organization’s individual users.To begin the registration process, click on the “Start Online SelfRegistration” button.Users with existing Community Partner credentials can sign inusing their User ID and Password.COMPASS Tutorial27

Staff DevelopmentOffice of Income Maintenance04/20/2018The first screen you see, your Community Partner Dashboard,shows a snapshot of your organizations’ activities. There aremany places you can go from here. Let’s zoom in a bit and take alook around.COMPASS Tutorial28

Staff DevelopmentOffice of Income Maintenance04/20/2018We’ll look at the links along the left side of the screen after welook at the rest of the Dashboard elements.COMPASS Tutorial29

Staff DevelopmentOffice of Income Maintenance04/20/2018The Account tab in the top menu allows you to jump back to theDashboard screen at any time, edit your profile, or log out. Let’ssee where the Edit Profile link takes us.COMPASS Tutorial30

Staff DevelopmentOffice of Income Maintenance04/20/2018You can make changes to your profile on this screen, such aschanging your email address, password, or security questions.COMPASS Tutorial31

Staff DevelopmentOffice of Income Maintenance04/20/2018Your name and your Community Partner location will bepopulated near the top of the screen.COMPASS Tutorial32

Staff DevelopmentOffice of Income Maintenance04/20/2018Just below, you will find important system notifications ormessages.COMPASS Tutorial33

Staff DevelopmentOffice of Income Maintenance04/20/2018The rest of the page provides information about the applicationsyou and your organization have saved and submitted. At a glanceyou can see how many applications you and your organizationhave submitted in the current month.COMPASS Tutorial34

Staff DevelopmentOffice of Income Maintenance04/20/2018If you scroll lower, the bottom section shows recently saved andsubmitted applications by you and your organization.COMPASS Tutorial35

Staff DevelopmentOffice of Income Maintenance04/20/2018In the middle of the screen there are quick links to jump tocomplete a new application or renew benefits.COMPASS Tutorial36

Staff DevelopmentOffice of Income Maintenance04/20/2018Next, let’s look at the links on the left.COMPASS Tutorial37

Staff DevelopmentOffice of Income Maintenance04/20/2018The Quick Reports screen shows the number of e-Formssubmitted by you and your Organization.COMPASS Tutorial38

Staff DevelopmentOffice of Income Maintenance04/20/2018The Information screen provides you with links to informationabout each of the benefits that you can apply for using COMPASS,links to downloadable forms, and other helpful links.COMPASS Tutorial39

Staff DevelopmentOffice of Income Maintenance04/20/2018The Administrative Functions Screen provides links to theadministrative functions menu, where you can make changes toyour Community Partner Organization and users. A list of yourorganization’s users appears here. The list can be exported forsaving and sorting.Let’s see where the “Manage User” and “Manage Organization”links take us.COMPASS Tutorial40

Staff DevelopmentOffice of Income Maintenance04/20/2018This is where you can make changes to your organization andmanage your organization’s users. For detailed instructions onhow to manage your Community Partner Profile or CommunityPartner Users, please refer to the COMPASS Community PartnerOnline Self-Registration Quick Reference Guide.COMPASS Tutorial41