Justin's Blog

 Posts Tagged ‘Therap 9.1’

This weekend we released Therap 9.1.13 with a whole bunch of updates.  It’s another great reminder to be sure that you are looking at our Release Notes

Individual Data Updates

Marking Individuals as ‘Deceased’

Individuals can now be marked as deceased. A ‘Mark As Deceased’ button has been introduced which is available at the bottom of the Individual Data page. To mark an Individual as deceased, users will need to click on the ‘Mark As Deceased’ button. On clicking the button, users will be directed to the Mark Individual as Deceased page where users need to enter the Date of Death of Individuals. 

 

Once an Individual is marked as deceased, the Individual’s status will be updated to Deceased.

Removing Individuals from enrolled Programs

While discharging an Individual or marking an Individual as deceased, users can now remove the Individual from the enrolled Program(s) by checking the Remove Individual From Enrolled Program(s)? check-box. If it is left unchecked, then the Individual’s status will beDischarged or Deceased but s/he will still remain enrolled in the Program(s). 

Individual and Shared Contacts List

Users will now be able to view two new columns - Fax and Agency under the Individual Contacts area under the Contacts section on the Individual Data page. 

 

The Title column has been added to the Shared Contacts area of the Contacts section on the Individual Data page. The Organization column has been renamed to Organization Name which is now the first column on the Shared Contacts list.

Sample Excel Help file to import Individuals from Excel

The Help spreadsheet available on the sample Excel file for importing Individuals from Excel has been updated with detailed information regarding the valid values of the required fields as well as the optional fields of the Individual Data page. For Multi Provider Users, the valid values for the Oversight Agency has been added to the Help spreadsheet. A new spreadsheet - ID Type has been added to the sample Excel file where users will find the ID Types and Additional ID Types that must match while importing Individuals into the system. 

SComm Updates

Individual Care SComm Role

A new Role - Individual Care SComm has been introduced. This Role will enable users to send only Individual Care type SComm messages to the users who have particular Individuals in their Caseload. 

 

Users with the Individual Care SComm Role will also be able to send feedback messages to Therap Customer Support via SComm module.

SComm Messages in Trash Folder

Users will now be able to select the duration for which SComm messages should be shown in the Trash folder from the Settings section of the Secure Communications (SComm) module. The maximum limit to keep the SComm messages in the Trash folder is 2 months. 

Multi Provider User Specific Updates

T-Log and GER Review Counts

Multi Provider users will now be able to view T-Log counts as well as GER Review counts on their Oversight Agency account FirstPage. 

Filter Multi-Provider Event Summaries by Providers

Multi Provider users will now be able to filter Multi-Provider Event Summaries by Providers from the Management Summaries section on the Oversight Agency account FirstPage. 

Link Individuals with Oversight ID

The feature to link Multi Provider Individuals by assigning Oversight ID is now available under the Multi-Provider Individual section on the Oversight Agency account FirstPage. 

Training Management System Update

Users’ Employee ID have been added to the Training Profile page of the Training Profile & Requirements report. 

Billing Reconciliation Report

Two new fields named Claim ID and Transaction ID have been added to the Reconciliation Report Search page. 

Now that things seem to be setting down in Therap 9.1 (he says hoping not to push his luck), I want to be sure that you are aware of some of the less obvious changes in there.

Some of these are functionality folks have been asking for, others are things that make the system smoother and happier for everyone.

In T-Logs for example, the maximum duration for T-Log Count Expiration is now 30 days.  There were a few folks who had set it to longer, but I couldn’t come up with a decent reason for why someone should be being notified constantly about a T-Log written more than a month ago.  If you can tell me why, I’d be delighted to know!

T-Log searches based on read status are now limited to a month, other T-Log searches stay as they are.

IDF Roles and IPOP Roles are now separate so you can decide who does what.

When you chnage an individual’s status to “Discharged”, they remain enrolled in their programs until you remove them.  However, only users with the specific ability can enter new data on them.  We are looking at the way post-discharge access works.  It’s a little complicated at the moment as some modules are individual based while others are program based.  We hope to move them all to being individual based in the future which will make everything much easier.  We’re also looking to allow stricter controls over some of the key IDF fields.  Watch this space.

:: Justin ::

Today is my final day in Bangladesh, Iona and I fly out tonight.  You can see what Iona thought of her time here.  You’ll also start to hear some of the results of it in some new automated training that we are working on.

It has been quite a trip for many reasons.

While there are a few little issues left in 9.1 (notably the scanning module isn’t working yet due to what looks like some external compatability problems – we’re working on it, but it may take a few days) it is basically ticking along smoothly.

There are some functionality/design issue that we are looking at to do with SComm, T-Logs, and oversight caseloads.

One thing to be aware of is that changes in privilege (caseload or super role) may now take up to 20-30 minutes to apply themselves.  This actually has been the case in some modules for a while, but is now implemented system with.  This helps a lot with performance and stability.

As always when I come to Bangladesh, but even more so this time thanks to Iona having the opportunity to live here with Masum and his family while working at the office and us getting the chance to get ouf of Dhaka, I have been impressed and humbled by the warmth and generosity of the Bangladeshi people in general and the commitment, skill, and expertise of our staff here.  I am so lucky to have such great colleagues.

:: Justin ::

As I am sure it has been for many of you, this have been a very long week for us.

I looks like we are on the right side of our issues, though we are still keeping a very close eye on things and working to resolve any other potential issues.

Iona and I are taking a couple of days outside Dhaka before we return back to the US, so I may be a little more out of touch than I have been, but all of Therap support is available.

Obviously, we will be reviewing a lot of things over the coming days and weeks to prevent an reoccurence of this.

:: Justin ::

One of the very cool things about Individual Unification in Therap 9.1 is that we now have unified SComm inbox for mutil-providers users (States and Multi-State Providers).

In order to be able to use this feature, both the sender and the recipient need to have Multi-Provider SComm enabled in their privileges.

This setting is defaulted to being enabled for Oversight Agencies, however, for Linked Providers, you will need to go in and enable this for any user that you want to be able to communicate with users at the Oversight Agency.

Providers in Montana who are should take particular note that their staff will only be able to send SComms to State and Case Managment users after this option has been enabled.

:: Justin ::

We understand that yesterday wasn’t the smoothest day in terms of system performance and that there are a number of issues within the system.

With any release as big as this one (and this was a huge release, not only in terms of functionality, but also the underlying infrastructure) there are always things that arise when it is out in the real world being heavily used.  What is particularly interesting is when the system is used and stretched in ways that it pehaps was not designed or expected to be.  

We are currently working hard to address the issues that we are aware of and if you come across anything, please let us know.

:: Justin ::

As generally happens when we do as big a release as this there have been a few issues that we have had to deal with.

We’ve been working hard on these and will be going down for a few minutes at about 7:30am Eastern.

:: Justin ::

Here’s the first of what will probably be an ongoing series of webinars for Oversight Agencies (States and multi-state providers)

:: Justin ::

With the release of Therap 9.1 we have now separate the Individual Data and IPOP roles as follows:

Individual Data Roles

New Caseload Based Roles have been introduced for the Users to access the Individual Data module:

• Individual Data View - To view Individual Data with the ‘Admitted’ status only
• Individual Data Edit - To edit the details of the Individual Data
• Individual Admit / Discharge Edit - To edit details of the Individual Data and Admit or Discharge Individual from the enrolled Program

IPOP and Safeguards

New Caseload Based Roles have been introduced for the Users to access the Individual Plan of Protective Oversight and Safeguards module:

• IPOP Submit - To create new forms and Edit Saved forms
• IPOP Approve - To create, Edit and Approve the forms
• IPOP View - To view Approved / Deleted / Discontinued forms
• IPOP Update - To update and discontinue Approved forms as well as to view Discontinued and Approved forms

To view all Roles in Therap Applications, click here.

If you have any questions, be sure to get in touch or check out the full release notes.

:: Justin ::