Enrollment Overview

Introductions

1. Name 2. Location 3. Current Role/ Tasks / Responsibilities 3. Time with Acumen 4. A success of the day 5. Non-work-related detail

Enrollment Overview

What is the Enrollment Department?

The enrollment department is responsible for processing new and existing client, employer, and employee paperwork. This department is also responsible for budgets.

Enrollment Overview

AFA

Role & Terminology

Click here to learn about AFA

Click here to learn about the Enrollment Specialist Role

DCI

LaserFiche

Click here to learn about the Enrollment Specialist Role

Click here to learn about LF

Enrollment Specialist Role

This is an overview of the role,which varies from state to state and program to program,it includes but is not limited to the following:

Update details

Continued Support

GTG

Update client, employer, and employee information as needed and requested in all applicable systems (AFA/DCI/LF).

Inform the CLT/ER of "Good to Go" or GTG. Answer intial questions of what that means for their situation

Be able to resolve issues with time punches, communicate program and Acumen needs, and overall support the self-direction.

Develop Department Partnerships

Point of Contact

Review & Process Paperwork

Update Budgets

Be the go-to contact for the enrollment and budget needs. Reach out to clients/employers as needed

Work with the program, case manager, or client on ensuring the pay rates and vendor budgets are accurate and up to date.

Everything begins with enrollment and branches out. It does not stop with a "GTG". Working with CS, GL, Payroll, and tax is necessary to support the client.

Using guides and resources, specialists will check that each document has the necessary information. They will contact the CLT/ER for corrections needed.

Enrollment Index

Click on the icons below to see a list of Acumen Helpful Terminology

Common Legal Terms

Systems

Shorthand

Tax

State Programs

State Abbreviations

Contact

Wiki Resources

Systems

Click on the system to visit the site or learn more.

Acumen Financial Agent CLT, EE, and EE initial data entry application.

AFA

Info entry and sign service used for some enrollment documents.

DOCU SIGN

ADOBE

Acrobat - A document display platform, signing and sending platform.

Direct Care Innovations Profile for CLT, ER, & EE.

DCI PORTAL

DCI PAYROLL ENGINE

Direct Care InnovationsPayroll & tax system for CLT, ER, & EE.

Present your genially ...

A ticketing and communication center which creates cases to track.

ISSUETRAK

Excel, OneDrive, Outlook, PowerPoint, SharePoint, Teams, Word, etc.

M365

Storage Cabinet for all paperwork received from CLT, ER, EE.

LASERFICHE

Email for external communication

HELPMONKS

An internal database of information on policies and procedures as well as house Acumen EE resources.

WIKI

State Abbreviations & Programs

Click on a State to learn more about their programs. *Acumen does not have active programs with every state. Contracts update frequently, check out the WIKI page for more details.

wa

mt

or

mn

id

wi

sd

Wiki link: program fact sheets

wy

oh

in

UT

va

CA

KS

mo

nc

AZ

OK

NM

ga

la

TX

hi

EMPLOYER PACKET

All the paperwork required per federal, state, program, and Acumen requirements.

START

ER Forms

Hover over the form to see a brief description. Click on the form to interact with the form.

2678

8821

SS4

AUTH

ADDITIONAL STATE/ PROGRAM FORMS

STATE POA

ER AGREEMENT