SMART FACTS Training

Recorded Instruction

SMART FACTS Training is offered on an ongoing basis via remote webinar training. Recorded training sessions can be accessed by clicking the link for each training topic listed in the chart below. When listening to recorded SMART FACTS training, please be prepared to reference your SMART FACTS Operations Manual. For other training not related to SMART FACTS, click here. For supplemental materials, click here.

Written Instruction

The SMP Resource Center provides both handouts and written instruction. SMART FACTS Job Aides are intended as quick reference guides to using the SMART FACTS software, especially for data entry staff and any users who do not need the level of detail provided in the comprehensive SMART FACTS Manual. Job Aides and other handouts can be accessed by clicking the links below. 

Note: The Job Aides are NOT intended to replace the thorough reporting and policy guidance provided in the SMART FACTS Manual. SMP project directors must be familiar with the more detailed and comprehensive information about SMART FACTS found in the manual, including how it is used to meet SMP program objectives (see the SMART FACTS Manual, chapter 1). 

 

SMART FACTS Training Topic	Recorded Training	Handouts
SMART FACTS 101
Getting Started & Simple Inquiries	Click here for recording (Revised 7/21/10)	Getting Started Job Aide (Revised 4/15/10) Simple Inquiries Job Aide  (Revised 4/15/10)
Outreach & Education	Click here for recording (Revised 8/19/10)	Outreach & Education Job Aide (Revised 4/15/10)
Volunteer Tracking & Management	Click here for recording (Revised 8/19/10)	Volunteer Tracking & Management Job Aide (Revised 4/26/10)
My Work: Reviewing & Editing your Data	Click here for recording (Revised 9/1/10)	My Work Job Aide (Revised 5/13/10)
Frequently Asked Questions	Click here for recording	SMART FACTS Q&A
Complex Issues
Complex Issues: Basic Data Entry	Click here for recording	Complex Issues Job Aide (Revised 6/9/10)
Complex Issues: Referrals to MEDICs	Click here for recording	PowerPoint Handout  Q&A Handout  July 2009 Webinar PowerPoint How to make a referral to a MEDIC, PSC or ZPIC
Complex Issues: Referrals to PSCs/ZPICs		PowerPoint Handout How to make a referral to a MEDIC, PSC or ZPIC
Complex Issues: Referrals to CMS Regional Office	Click here for recordings: Part 1 – Making referrals Part 2 – Printing referrals in SMART FACTS	PowerPoint Handout SMART FACTS Appendix D: CMS Regional Office Liaisons
Site Administration
Site Administration: How to be an Effective Site Administrator	Click here for recording	Site Administration Job Aide (Revised 9/3/10)
Reports
Cross-checking SMART FACTS Data for Accurate OIG Reporting	Click here for recording	Materials
OIG Reports Training		Click here for recordings and materials.
Microsoft Excel and SMART FACTS Reports	Click here for recording.
Optional
Partnership Development & Dissemination Activities	Click here for recording	Partnership Development Job Aide Dissemination Activities Job Aide

Questions? Contact Heather Flory, Training Manager, SMP Resource Center, 877-808-2468, 319-427-1022, hflory@hvaaa.org