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 (July 2009)

• Appendix A – Trouble Shooting Crystal Reports (June 2008)
  Appendix B – OIG Report (sample) (June 2008)
• Appendix C – OIG Performance Measures:  Definitions and Guidance (Revised! July 2010)
  Appendix D – CMS Regional Office Liaisons (New! September 2010) 
• 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 – SMART FACTS Data Entry Quality Assurance (June 2008)
• Appendix I – Glossary of Terms (June 2008)
  Appendix J – OIG Report:  SMART FACTS Quick Cross Reference (July 2009)
• Appendix K – OIG Report in SMART FACTS: Source of Data, Cross Checking Reports and Accuracy (July 2009)