IT Development Tools
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Improving HCBS Delivery Systems for Older Adults and Individuals with Disabilities: Redesigning Information Technology and Business Processes to Support Participant Control, Quality, and Cost Effectiveness 
Source: HCBS Strategies for the ADRC-TAEHCBS delivery systems that provide greater control to participants will likely have a positive effect on the participants' psychological and physical health. However, delivery systems that promise greater control, but have flaws that prevent that control from materializing may do more harm than good. Whether consumer-directed HCBS results in better outcomes largely depends upon how well the infrastructure that supports the delivery of these services is provided. This issue brief examines potential approaches to designing this infrastructure.
(Word) (PDF) Updated April 15, 2008 ADRC Verified I & R Software Vendors Matrix


Source: ADRC-TAE, The Lewin Group
This matrix provides vendor information and basic software specifications, including functions and cost, of the Information and Referral-Case Management software currently available on the market. This file was updated in February 2008.
(Internal Link) • File type: doc
(PDF)
Associated Date: February 07, 2008
ADRC Selecting an IT/MIS Vendor Checklist and Timeline


Source: ADRC-TAE
This eight step model checklist outlines critical steps involved in building and IT system to support ADRC operations. These steps were adapted for ADRC grantees from resources available on the ADRC website and from TechSoup Learning Center Website.
(PDF)
(Word)
Updated June 11, 2010
MIS Systems Used by ADRCs


Source: Technical Assistance Exchange
ADRC programs through semi-annual report describe current IT systems used for I&R/A, client tracking and public websites. This document shows which IT vendors are being used. Updated Fall 2010.
(Word)
(PDF)
Associated Date: December 08, 2010
Moving Forward: Opportunities for IT Advances in the Aging Network


Source: Gary Chapman, Carrie Blakeway
This white paper by Gary Chapman of the University of Texas LBJ School of Public Affairs and Carrie Blakeway of The Lewin Group outlines the current use of information technology in the aging network, presents experience from the ADRC program, forecasts future trends in IT, and recommends how organizations can stay abreast of developments.
(PDF)
(Word)
Associated Date: April 2007
State Aging Information Systems Management Study


Source: NASUA
The National Association of State Units on Aging sponsored this study (conducted in 2006) of information management practices in state programs on aging to identify ways for AoA, State Units on Aging, and Area Agencies on Aging to improve the efficiency and effectiveness of reporting and to reduce the burden of information across the National Aging Services Network.
(External Link)
Updated November 20, 2007
I&R/Case Management Software Vendor Profiles and Rating System


Source: The Lewin Group, ADRC-TAE
This webpage includes detailed profiles of over 20 software vendors that offer I&R and/or Case Management software packages. Each profile includes information about features, functions and costs. You can also rate your experience with your software vendor on a scale of 0 to 5 stars.
IandRVendorRating (ADRC-TAE Resource)
Updated February 10, 2009
ADRC-TAE Issue Brief - Portable Technology


Source: ADRC-TAE
This ADRC-TAE issue brief provides some basic information on the most common types of mobile technology, examples of how other non-profits and ADRCs have used mobile technology to serve customers, and sets out some issues to consider before adopting mobile technology.
(Word)
(PDF)
Updated March 6, 2008
TAE Issue Brief - Online Screening and Applications


Source: The Lewin Group, ADRC-TAE
This ADRC-TAE Issue brief describes how different states have designed and implemented online applications for assessing and determining eligibility for health and social service programs.
(External Link)
(Word)
(PDF)
Updated November 20, 2007
Tool: ADRC MIS Requirements Development Tool


Source: The Lewin Group, ADRC-TAE
This document and the accompanying forms are intended to provide a tool and resources for grantees to support determination of their management information systems (MIS) requirements.
(PDF)
Updated June 11, 2010
Review of IT Systems for Single Point of Entry

Source: Randy Blume Associates, Community Living Exchange Collaborative
Medicaid directors, Aging directors, and MR/DD directors in 5 states describe their experiences implementing and developing an IT system to support a "single entry point" (SEP), or "no wrong door," service system. Prepared by the Community Living Exchange Collaborative for the ADRC grantees.
(Word)
(PDF)
Updated January 21, 2008
Care Transitions March 2013 Quarterly Webinar Transcript


Source: TAE
This is the Care Transitions Work Group Call transcript from March 25, 2013 on Care Transitions and information technology.
(Word)
(PDF)
Associated Date: March 25, 2013
Recording of April 2010 Webinar on IT Development and Enhancement

Source: Technical Assistance Exchange
ADRCs, CLPs and VDHCBS programs rely heavily on information technology to operate as efficiently and effectively as possible. Some of the largest investments states have made in these programs have been in the area of IT. On this call, we review TA resources available to grantees in this area and hear from two states that approached IT development and enhancement in different ways - one building an integrated system in-house and one who selected an outside vendor through an RFP process to help them build an IT system.
(Internal Link) • File type: .wmv
Associated Date: April 14, 2010
TAE Presentation from April 2010 Monthly TA Call on IT-MIS Development

Source: Technical Assistance Exchange
This presentation, given by Carrie Blakeway, describes grantee activities related to IT development and enhancement. It touches on trends and lessons learned.
(Powerpoint)
(PDF)
Associated Date: April 14, 2010
Maryland ADRC Presentation about IT-MIS from April 2010 Monthly TA Call

Source: Maryland ADRC, Stephanie Hull
In this presentation from Stephanie Hull of the Maryland ADRC, the procurement process for Maryland's statewide IT system is described. It offers suggestions and lessons learned about the steps taken.
(Powerpoint)
(PDF)
Associated Date: April 14, 2010
Alabama ADRC Presentation about IT-MIS from April 2010 Monthly TA Call

Source: Alabama ADRC, Ron Tanner
This presentation, given by Ron Tanner from Alabama, describes the in-house development of the state's management information system Alabama Connect to support the ADRC and its partners.
(Powerpoint)
(PDF)
Associated Date: April 14, 2010
Achieving Quality Outcomes with Open Source Software
Source: Hawaii ADRC/Maitainet
This handout was provided as part of the IT Discussion Group at the 2010 National Meeting.
(PDF)
Updated March 2, 2010
Lessons from Amazon.com for Health Care and Social Service Agencies
Source: California Healthcare Foundation
This issue brief describes the use of service-oriented architecture for configuring software for large organizations so that data can be efficiently shared. ADRCs may find this helpful when considering IT systems integration.
(PDF)
Added July 24, 2009
Maryland IT Request for Proposals (RFP)

Source: Maryland
This is Maryland's RFP for the development a new statewide web-based information system. Other states may find this to be a helpful example of an IT RFP.
(Word)
(Word) Caption: The appendix incldues the bibliography, interview questions, and criteria for evaluation of web-based information systems.
(Word) Caption: This is the executive summary for development of the scope of work for a request for proposals for a Maryland Access Point web-based information system.
(PDF)
(PDF) Caption: The appendix incldues the bibliography, interview questions, and criteria for evaluation of web-based information systems.
(PDF) Caption: This is the executive summary for development of the scope of work for a request for proposals for a Maryland Access Point web-based information system.
Added February 11, 2009
VA Case Report Care Coordination/Home Telehealth
Source: Veterans Administration
This report examines the systematic implementation of health informatics, home telehealth, and disease management to support the care of veteran patients with chronic conditions. It explores the VHA’s experience that an enterprise-wide home telehealth implementation is an appropriate and cost-effective way of managing chronic care patients in both urban and rural settings.
(PDF)
Added January 20, 2009
Statewide IT/MIS, Boston - 2008 National Meeting

Source: Minnesota
This is Kristin Boston's presentation for the Statewide IT/MIS session at the 2008 National Meeting.
(Powerpoint)
(PDF)
Added September 25, 2008
Statewide IT/MIS, Burton - 2008 National Meeting

Source: Florida
This is Beverly Burton's presentation on Florida's Information and Referral Service and System for the Statewide IT/MIS session at the 2008 National Meeting.
(Powerpoint)
(PDF)
Added September 24, 2008
Helping Older Adults Search for Health Information Online: A Toolkit for Trainers
Source: AHRQ
These training materials can be used to help older adults find reliable, up-to-date, online health information on their own. Trainers can use the toolkit with beginning and intermediate students of the Web.
(External Link) • File type: web
Added April 29, 2008
Future Trends in IT Session - Notes - July 2007 National Meeting.

Source: ADRC-TAE
These notes are from the Future Trends in IT session at the July 2007 National Meeting.
(Word)
(PDF)
Associated Date: July 01, 2007
Future Trends in Information Technology - Hornbostel Presentation

Source: ADRC-TAE
Roland Hornbostel's presentation for the Future Trends in IT workshop.
(Powerpoint)
(PDF)
Associated Date: July 01, 2007
Future Trends in Information Technology - Chapman Presentation

Source: ADRC TAE
Gary Chapman presentation for the Future Trends in IT workshop on Friday, July 13
(PDF)
(Powerpoint)
Associated Date: July 01, 2007
Maryland Service Access and Information Link Site

Source: Maryland
Maryland's SAIL is an example of a web-based screening and application tool that will allow Maryland applicants to complete a series of questions to help them decide for which social services benefits to apply and to start the application process online.
(External Link)
Updated November 20, 2007
Online Medicaid Applications - Monthly TA Call Notes - May 3, 2007

Source: ADRC-TAE
These are the summarizing call notes from the May 2007 Monthly TA Call on Online Medicaid Applications.
(Word)
(PDF)
Associated Date: May 01, 2007
Online Medicaid Applications Presentation

Source: ADRC-TAE
This presentation is from the May 2007 Monthly TA Call on online Medicaid Applicatons.
(Powerpoint)
(PDF)
Associated Date: May 01, 2007
March 1, 2007 Monthly TA Call Notes - Online Decision Tools

Source: ADRC-TAE
This is the call summary of the March 2007 Monthly TA Call on Online Decision Tools.
(Word)
(PDF)
Associated Date: March 01, 2007
AoA Choices Summit IT & MIS Presentation

Source: ADRC-TAE
This presentation was used during the "Role of IT/MIS: Developing an Effective ADRC" session at the AoA Choices Summit in December 2006.
(Powerpoint)
(PDF)
Associated Date: December 01, 2006
IT-MIS Peer-to-Peer Call Notes - February 16, 2006

Source: The Lewin Group, ADRC-TAE
This is a summary of the ad hoc peer work group call on IT/MIS issues.
(Word)
(PDF)
Associated Date: February 16, 2006
State Aging Management Information Systems - Monthly Call Summary - February 2, 2006

Source: The Lewin Group, ADRC-TAE
These call notes summarize the February 2006 monthly call on state aging management information systems.
(Word)
(PDF)
Associated Date: February 02, 2006
Building the MinnesotaHelp Information Network

Source: Minnesota ADRC
This document provided by the Minnesota ADRC describes the creation of the MinnesotaHelp Information Network. The Network is meant to provide a connection between technology resources and individuals, their families and caregivers, who need personalized assistance to find and access needed long term care services.
(Word)
(PDF)
Updated January 23, 2008
State Aging MIS - Call Audio - February 2, 2006

Source: The Lewin Group, ADRC-TAE
This is the audio recording for the February 2006 ADRC-TAE Standing Grantee Call on State Aging Information Management Systems and Practices.
(Internal Link)
Associated Date: February 02, 2006
Baruch College Computer Center For Visually Impaired People - Kiosk Information
Source: The Computer Center for Visually Impaired People, Baruch College, The City University of New York
The Baruch College Computer Center for Visually Impaired People (CCVIP) launched the country's first permanent way-finding kiosk in New York City's Penn Station in July 1999. This Web site offers information about the Penn Station kiosk and about CCVIP's consulting services.
(External Link)
Updated November 20, 2007
Designing More Usable Public Information / Transaction Machines
Source: The Trace Research & Development Center
This Web site from the Trace Center, a leader in accessibility, links to resources regarding accessibility of Information / Transaction Machines, including fare vending machines, kiosks, and ATMs.
(External Link)
Updated November 20, 2007
Minnesota Information Technology Business Case

Source: Minnesota
Minnesota summarizes the business impact of the ADRC's information technology system. This business case can be used to garner further financial or legislative support for the ADRC's efforts in building an information technology system.
(Word)
(PDF)
Updated January 23, 2008
MA ADRC - ESMV Pilot Site IT Survey

Source: Elder Services of the Merrimack Valley, Massachusetts
ADRC-TAE surveyed grantees on their IT-MIS systems, gathering information on the types of information tracked for their ADRC program and services from other programs an individual might receive subsequent to an ADRC contact.
(Excel)
(PDF)
Updated February 10, 2009
Wisconsin Software Selection Criteria

Source: Wisconsin
Wisconsin prepared software selection criteria for ADRCs and had different software vendors respond about their capability. The responses are found in this document. Please be aware that the document contains information on functionality specific to Wisconsin State ADRCs. Therefore, the priority ratings listed reflect those of Wisconsin's program as developed by the Wisconsin Department of Health and Family Services (DHFS).The vendor responses reflect only the information provided by the vendors themselves and were not confirmed by DHFS. They also do not include any assumptions or endorsements by DHFS. Lastly, the comments by vendors reflect capabilities as of the date listed.
(Excel)
(PDF)
Updated November 20, 2007
ADRC Fall 2004 National Meeting - October 4th - MIS Session Notes

Source: The Lewin Group, ADRC-TAE
This document contains the notes from the Management Information Systems (MIS) session at the October 2004 National Meeting.
(PDF)
Associated Date: October 01, 2004
ADRC Fall 2004 National Meeting - Washington's Assessment and Care Management Tool Session Notes

Source: The Lewin Group, ADRC-TAE
During this session, Penny Black from the Washington Aging and Disability Services Administration presented Washington's management information system (MIS) and discussed how it contributes to long-term Care rebalancing efforts.
(PDF)
Associated Date: October 01, 2004
ADRC Fall 2004 National Meeting - Management Information Systems Session

Source: The Lewin Group, ADRC-TAE
During the ADRC Fall National Meeting in October of 2004, Minnesota, South Carolina, and Arkansas presented their experiences in designing of modifying existing management information systems to serve the ADRC grant.
(PDF)
Associated Date: October 01, 2004
Del Norte A1AA Software Functional Requirements

Source: A1AA Del Norte, California
This document describes the Information Systems Consolidation Project and the software functional requirements established by A1AA in Del Norte, CA.
(Word)
(PDF)
Updated February 10, 2009
Information Technology - Call Notes - December 8, 2003

Source: The Lewin Group, ADRC-TAE
Notes from the TAE Monthly Conference Call on Information Technology that was held on December 8, 2003. Minnesota discussed their experiences implementing an online I&R database and Lewin presented information about different I&R/Case Management vendors and software packages.
(Internal Link)
Associated Date: December 08, 2003
Minnesota Board on Aging I and R System Project - Functional Requirements
Source: Minnesota Board on Aging, Minnesota
Minnesota used this table to systematically specify the functions they required of their IT system.
(PDF)
(Word)
Updated November 20, 2007
IT Architecture for Access: Minnesota's Experience

Source: Minnesota Board on Aging, Minnesota
Presentation outlining the process Minnesota went through in designing their IT system and website. Includes information about determining software requirements and choosing a vendor.
(PDF)
Updated November 20, 2007