At the end of last week, we had a great conference here in Meriden, CT. It was wonderful to reconnect with my coworkers, since we all pretty much work remotely or are traveling all over the place these days… A true model of the advantages of going paperless. It was also exciting to meet several newer members of the team and meeting both new and long time Therap users. My own sessions covered everything from ISP plans, custom forms, and of course my personal favorite: TMS. It’s amazing that back when I first started with Therap that a conference of this size would have been our biggest national one, but now we’re breaking those attendance numbers just here in CT with a regional conference. Can’t wait to see what our National Conference will look like this year.
Looks like the outage has been taken care of and you should be able to reach us via phone. Do let us know via live help/email, if you have any problems.
Our phones seem to be down at the moment, but we’re still here for you. Catch us on live help, via email, or feedback if you need us
Another good reason to always copy a medication history to a new one, before making significant changes to it, such as frequency, due times, dosage amount, etc, is that if you add or change the time slots that a med is due, just by overwriting the existing med history form and hitting update, the due/overdue report under MAR section will not accurately reflect those changes. You have to actually go into the med history form, hit the ‘copy’ option, make changes to the copy, and then discontinue the previous, old version. Then, once you reconfigure/approve the MAR the due/overdue report will update to reflect the new due times.
If you’re a Provider Admin/Super Admin at your agency, there is an option under Provider Preferences for how long you want custom forms to remain active for people to acknowledge having read. Now, let’s say, you originally had them set to expire in 15 days, but realize you wanted newer staff to still acknowledge them later on. You can change the acknowledgement expiration period to a longer timeframe and what will happen is that many old ones that would now be in that timeframe will be acknowledgeable once again. The counts on first page will not refresh right away though, so just tell people to click on their former count next to acknowledge and they’ll see all the old ones too. Once they acknowledge one of those the count on first page should refresh to be accurate again.
Here’s some of the more common questions coming in these days. I’ve also added some info. that may not be as common, but still good to know in case you’re using the module mentioned. Some of these, we tried to address in our release notes and splash messages, which is why its always a good idea not to completely bypass those
ADDING SHARED CONTACTS
Q:I need to add a shared contact but can’t anymore–what do I do?
A: This was a change made that actually addressed a lot of feedback from users who didn’t want every single staff person to be able to edit and add to that shared contact list (which often caused duplicate/triplicate contacts and incorrect entries). To address this request, we made it so that now an admin has to create the contact or give the staff person who needs to be able to add shared contacts, the new admin role called: Shared Contact. The admin does that by going into ‘USER PRIVILEGE’ section in their admin account
If you’re trying to sign up someone for a session, that happens to have the SUPER ADMIN role (which is new since 9.1) checked off in their user privileges, then you won’t be able to find that person. That super admin privilege is what allows people to be able to create other admin accounts, reset other admins passwords, etc. It basically eliminates the need for a separate admin account. BUT… in the case of this issue of TMS, they would need to maintain that second admin account to be able to have full functionality in the TMS section, because they would need to have a regular user account w/out the super admin role checked off.
Q: How do I give someone the ability to just send messages about supported individuals, ONLY to other people who work w/ that individual?
A: The admin would need to go into the user privilege section for that staff and under Scomm section, be sure that; Enable Scomm and Individual Care Scomm Only are BOTH checked off. This means that they have scomm access for only those message types. If you want someone to have FULL scomm access, then just uncheck the individual scomm only section, leaving the enable scomm box checked.
If you’re planning to attend one of our many upcoming conferences, and don’t get a confirmation email after you register, please be sure to check your SPAM folders as they often times get filtered out there, as it’s an automatic message from us.
As always, be sure to get in touch if you have any questions or concerns!
Hi everyone! Figured I’d share some of the more common questions I’m getting on live help this month. Oh, and thought I’d throw the answers in there too
Q: People are sending me scomms but I’m just not getting them.. Why?
A: Here’s a couple things you’ll want to check:
- make sure the person sending actually successfully sent the message by having them check to see if it’s in their sent items folder
- if it is, make sure they sent it from normal mode not test mode (if they are in test mode and send an scomm, then you have to be in test mode too, to see it in your inbox
- if you’re a provider admin, then remember that you have 2 separate accounts, even if you linked them and usually just ‘switch to admin mode’. So, if someone sends an scomm to your Provider admin account, you need to actually login to that separate account to see it. Switching to admin mode doesn’t actually show you your admin scomm inbox
Q: I need to update a client’s name on Therap (or any other basic info), how do I do that?
A: You’d have to login to a regular user account to update that info, not a provider admin account. Then just do a search under the individual data form and find the person and edit there. Be sure to approve your update
Q: I entered a whole bunch of med histories but they’re not showing up on consultation forms, the MAR, etc– what happened?
A: Check your first page under med history section and make sure you don’t have any numbers sitting next to ‘Worklist’. Most commonly, people hit save rather than submit button, and they need to submit them in order for them to populate other Therap forms
Q: I need to update a comprehensive health assessment (CHAT) for someone, how do I go about this?
A: Once you approve a CHAT, you can’t just edit a piece of it, you’d have to discontinue and copy it, and then edit the copy. This is similar to how you have to edit the bulk of ISP programs that have been approved already
Finally, this isn’t a questions but more of a head’s up: If you’re creating a new individual data form, BE SURE TO FILL OUT THE NEW REQUIRED TIME ZONE FIELD, otherwise, because of some kinks that need to be worked out on our end, you may get an error when you go to submit, and then the IDF may freeze up, causing you to have to exit out and recreate it.
What you see above is what agencies in those states will see when creating new individual data forms. Please be sure to leave the ‘state accessible’ box checked if you want to share information about this person with the state users. If you’ve got someone that’s private pay, or that for some other reason isn’t needed by the state, then you can deselect that option.
As most of you know, we made recent updates to the way that health tracking data is entered. Now, all you have to do is type the first letter of the person’s first name, and you’ll see a list of names appear to select from, rather than the old drop down menu. After selecting the correct person, you can then select the program. Please note that if you are using IE6 the list of people may show up behind the box/field, which may look strange. Just keep in mind that we really only recommend using Mozilla firefox, or IE 7, (safari for macs) for internet browsers.