Allison's Blog

 Posts Tagged ‘Training’

Lorelei Lascko of Mosaic reviews tracking risk assessments using the Individual Plan of Oversight Protection and Safeguards (IPOP).

Watch it!

Allison

So, after a week in Seattle, a five hour ride home (never, ever try to get out of Seattle on a Friday afternoon!), and then a whole day in Vancouver, I hit the road again and headed for Salt Lake City. Rise Services and Rise Family Services is beginning their implementation process for all of Utah (and Arizona). Rachel is the one leading the way (as Angie did in Oregon) and that is no small feat given the size of Rise and the fact that they are spread all over the state!

Yesterday, management training and a lengthy meeting with Rachel and then today, much of the same with more of their administrative staff here in Lindon, UT.

I really like Utah and I’m reminded of that during every visit. There is something very peaceful and settled in its mountains and deserts…

More soon.

Allison

The next week kicks off some traveling for me. So much for slippers and a pug in the mornings…

So, here is the schedule:

1. Eastern Oregon…I’ll be in LaGrande with New Day Enterprises (Lonni will never touch the radio button again!) who plans on being live by October. The eastern Oregon contingent is continuing to grow as well: Umatilla County itself has hopped on board. They will be using Therap for case management, General Event Reports and their foster care providers. Tami and I are getting to work next week!

2. Back to the sky-high state…Utah. I’ll be training KT&T in Salt Lake City right ahead of our first conference in one of the most awesome states. Utah is hard core Therap territory and the conference promises to be a blast. We’ll have some of the older providers (a whole year!) and some new (not even started yet!) mixing it up in Salt Lake. You had better be there!

3. For the love of Texas. Back to where I was crowned an honorary longhorn to visit with Caroline, Bernice and Gigi…as well as jovaughan (‘cos jovaughan says…) and getting back into the swing of things with my pals down there. We have some work to do!

4. Heading over to Connecticut for a quick visit to see friends and my dad for a few days…

5. Back to Oregon and then off to Alaska to hang in Soldotna with Frontier Community Services.

And this is all before the pumpkin carving party that I am attending on October 29 in Vancouver, Washington.

Everyday, I’m travelin’…

Allison

Provider administrators, take note! (Some of you have not been paying attention…tsk tsk!)

In the past, before 9.0, you needed two login accounts if you were a “full blown” provider administrator.

Meaning you had the dash aye dee emm account on top of your user account.

And if you forgot the password, we had to reset it. And if an aye dee emm left, Therap would also have to deactivate the account. Likewise with activating a new one.

Now that has all changed. YOU ONLY NEED ONE ACCOUNT. And you also can activate and deactivate other “super (duper) admins”…

Check it out here.

To do this, it is simple:

1. Log into the aye dee emm account.

2. Go to User Privilege

3. Find your user account

4. Click on it

5. Click on the first drop down box: AGENCY WIDE AND ADMINISTRATIVE ROLES.

6. Click all the boxes in the right hand column marked ADMINISTRATIVE ROLES, most importantly, the last one: SUPER ADMIN

7. Save it.

Now, go into the user list. You will notice next to your user account, there is an orange “SA” box which means that account is now capable of ANYTHING IN THE THERAP UNIVERSE.

Deactivate your old aye dee emm account and say farewell to two SComm boxes and another login to remember.

Allison

OFCO is so darn cool. I had a blast working with them…we did MONSTER, stacked-to-the rafters, training sessions from Thursday morning through Saturday afternoon. They plan on hittin’ it hard this upcoming week and going live with Therap. (Their enthusiasm is pouring all over Facebook!)

Thank so much, Jan, Julia and Deb for your kindness and hospitality shown to a slightly weary Therap person. Hope to see you all again soon!

And now for the next round in Sacramento!

Allison

L to R: Mary Ann (my favorite), Catelin (my favorite too)...

Today was a long day. It started with the two final sessions for Albertina Kerr down in Eugene. Aside from Jim, who I mentioned yesterday, Mary Ann and Catelin (who are both my favorites), were a tremendous amazing LIFE SAVING help over the past several days! I hope to see them again soon.

And then at 3PM-ish, I hopped on the phone with the crew from Dungarvin to get their system rolling. Gina, Carrie, Amanda and Cheryl are sharp cookies–with lots of homework!

And then (and then and then…) I took off for Bend, Oregon, a two hour drive over some narrow, treacherous mountain passes. It was a gorgeous drive, however, through the Willamette National Forest; thin, windy roads with trees so thick the sunlight vanished as I kept climbing through the mountains.

When I hit the top, around 5,000 feet, the road opened up with all of this volcanic rock and burnt trees.

It was otherworldly–a ghost forest–as I got out of the car to snap a few pictures. Absolutely silent with the vague exception of a breeze…

And then the rest of the way to Bend, which turns into wide open high desert with endless ranches…after Three Sisters of course. Will try to get some pics of them later.

More tomorrow from Opportunity Foundation of Central Oregon (OFCO).

Allison

Many agencies have asked to share medical information between day and residential sites. There are several options: creating an individually-based system, creating view-only roles allowing the staff to search and view material from the other program, or create a dynamic program called Health Tracking, which will allow entry from all staff involved, presenting a complete picture of the person throughout any given day.

Be reminded that you do not need to do this for an entirety of an agency, but for consistency’s sake, you may want to include all individuals and programs. Many agencies also do elect to simply construct this for programs that share individuals.

The images within this example include two programs: Hawthorne Avenue, the residential site, and Portland Wood Works, the employment site, that will be entering data on shared supported individuals.

First: Create a Health Tracking (HT) Program

Click on CREATE NEW PROGRAM and entitle it “Health Tracking.” You will want a site with which to attach it and if you have not already done so, you may need to first create a site that corresponds to your central office. So, the site may be “Community Options, Inc.” and the program will be “Health Tracking.”

When done entering the program information, click on SAVE AND ADD INDIVIDUAL(S). You may hold down the Control (Ctrl) key and select numerous folks from the list and then click NEXT. On the next screen, click the ADD INDIVIDUAL(S) TO PROGRAM button.

Second: Create Some Caseloads

You will ultimately create three caseloads of the PROGRAM-INDIVIDUAL type. First, create a caseload that includes the individuals shared between the programs.

Click on CREATE NEW CASELOAD, click on the PROGRAM-INDIVIDUAL button on the top left. Select the Health Tracking program from the program drop down list.

Click on the ADD link to the right of the shared individuals. Type the name of the caseload in the box above your chosen individuals and ensure you will remember what the title means when you go back to assign privileges. I would also suggest giving the same prefix to all the caseloads so that they are listed together in the caseload list. For example, this caseload is called: HT/HAWTHORNE & PWW as it contains the individuals shared between the programs.

You will do the same thing for the rest of the individuals in each respective program. So, there should be a caseload that contains any individuals in the home not shared with the day services program (i.e., HT/HAWTHORNE). There will also be a third caseload for any individuals in the day program not shared with the home (i.e., HT/PWW).

The need for caseloads obviously is dictated by the program. If there are no extra people who are not shared, you will not need the secondary program-based caseload.

Third: Edit/Create Super Roles

General Direct Support super role

If you are doing this agency-wide, then you can simply remove any HT privileges from their existing super role. If you are doing this with only a certain set of staff, you will need to create a direct support role for only these staff without HT privileges. Dependent on this, make the necessary change.

HT Share super role

Create a role with HT privileges only. Above    is  a typical configuration for a direct support staff member.

Name the super role something that makes sense to you, as the provider administrator; mine was called HT SHARE.

Fourth: Assign User Privileges

Click on USER PRIVILEGE in the ACCESS CONTROL box on your provider administrator FirstPage.

For the residential staff, they should have the direct support super role and their current caseload. You will need to add the HT SHARE super role and two other caseloads: the one that contains shared individuals and the one that contains their other residents who are not shared (if this was needed).

You will do the same for the day program staff.

This will complete the process. Reports can now be run based on the Health Tracking program alone without the need to view information under the guise of both day and residential sites.

Allison

Albertina Kerr.

is.

AWESOME!

Today was the first day of (many days) of training for their senior management and clinical staff. We held two sizable three-hour sessions and they were really an excellent group of people. I’m looking forward to my travels around Oregon as each area gets ready to go live with Therap. The first area to go live will be Marion County (Therap’s oldest stomping grounds down in Salem) and their training begins Monday.

Myra Lavenue is the Training Coordinator responsible for coordinating all the training schedules and locations throughout Oregon…which is like the whole UNIVERSE. For real. (Albertina Kerr is a big GYNORMOUS provider…) so kudos to her at rounding everyone up.

Here we go…

Allison

The newest smarty pants to join Therap’s Certified Trainers hails from Cordova, Tennessee. Julie James is the Staff Development Coordinator for Guardian Community Living and she is awesome! Julie is a strong proponent of electronic documentation as she has a background in quality assurance. She knows what’s up (in other words)! Julie also has found that aside from being cool, Therap prevents mold (ask her when you see her…long story!).

Guardian is currently using both Therap and CDS and Julie is instrumental for their success. Welcome, Julie, and get blogging (on your new Mac)!

Allison

and I know my MILLIONS of readers have missed me. So, what was I doing? I had a friend visit from Connecticut and showed her around Oregon: the Coast, the Columbia River Gorge, SE Portland. Here are a couple of pics:

Cannon Beach

Lan Su Chinese Garden in Chinatown

Columbia River Gorge

So we did that…and then I’ve been talking to folks around the country; new providers from Utah, Texas, California and of course, Oregon. Today, I drove all the way down to Corvallis to work with Cornerstone Associates. They run all sorts of businesses in the Corvallis area: bookbinding, nursery, packaging, wood making, a janitorial service and (my favorite) Taylor Street Ovens. They make some mean cookies over there.

Taylor Street Ovens...Nom Nom Nom!...Cookies!

I trained staff and managers and have another visit tomorrow to get them rolling for next week. They are a lovely group of folks indeed.

Now, off to play with my new iPad (I’ll tell you more after some play time!).

Allison