SMART FACTS Operations Manual

The SMART FACTS Operations Manual was written to provide comprehensive information about SMART FACTS for SMP directors and coordinators. The manual was funded by the U.S. Administration on Aging and prepared in cooperation with the SMP Resource Center.

To access an individual chapter and/or appendix, click the appropriate link from the list below. To access a copy of the entire manual, contact The Center at 1-877-808-2468.

Sections of the SMART FACTS Operations Manual

Contents

Table of Contents

Chapter 1 – Introduction to SMARTFACTS (June 2008)

Chapter 2 – Launching SMART FACTS (June 2008)

Chapter 3 – Managing Inquiries and Issues (Simple and Complex) (June 2008)

Chapter 4 – Referrals (of Complex Issues) (December 2009)

Chapter 5 – Volunteer Tracking and Management (June 2008)

Chapter 6 – Outreach and Education (June 2008)

Chapter 7 – Reports and Data Management Tools (July 2009)

 

Appendices

Table of Contents (April 2011)

• Appendix A – Trouble Shooting Crystal Reports (June 2008)
• Appendix B – OIG Report (sample) (December 2011)
• Appendix C – OIG Performance Measures:  Definitions and Guidance (December 2011)
• Appendix D – CMS Regional Office DOI Liaisons (Revised! January 2012) 
• Appendix E – PSC and ZPIC Contact Information (view or download directly from SMART FACTS)
• Appendix F – MEDIC Contact Information (view or download directly from SMART FACTS)
• Appendix G – Volunteer Work Rates (June 2008)
• Appendix H – OIG Report Data Accuracy Checklist (December 2011)
• Appendix I – Glossary of Terms (December 2011)