Kara's Blog

 Posts Tagged ‘Provider Administration’

If you’re a provider administrator and have ever tried to give regular user accounts access to the report library, you were out of luck in the past. Just today though, we’ve added the functionality to the report library privilege in the agency wide superroles, so that now it actually does give people access to all of those reports that were once, only accessible to provider administrators in the full admin account. So if you need others to have access or just want to be able to see it from your regular user account, just make sure that role is checked off in your superrole. It’s an agency wide role so you’ll need to check it off in a superrole that you have that’s agency wide in type.
Get in touch if you have any questions!

Some provider administrators get lucky and never really need to create caseloads in addition to the automatic ones that are generated for each created program,  but if you support people in several of your sites, then you’ll definitely be familiar w/ caseload creation soon enough.  The creation is pretty straightforward, but unfortunately your supports and HIPAA may make it more difficult to wrap your head around how you get certain staff to see certain people and do certain things at one site, and something completely different at another.  The key to this is understanding how the different tabs work in the caseload creation screen:

So up towards the top, there’s 4 tabs that you can use to create access to different people:

1. Program: if you click on this and add a program, then you would be giving access to everyone who is enrolled at that program, and only that program’s info.

2.Program- Individual: This is a very common one to use when you want a residence to have access to some of their people at the day program or vice versa.  If you pick this, you’ll select a program and then an individual there.  That would give people access to that individual, but only at that specific program.  So if Johnny goes to our day program and group home, and I pick the group home, then people w/ this caseload will only see Johnny’s info from the group home.

3. Individual: this is what you want to hit when you want to give people access to an individual’s information from all of their programs.  Instead of #2 which just gives access to one of their programs, this will give you access to all of that person’s info across the board, based on what privileges you give in the user’s superrole. So this may be perfect for a parent, case manager, or staff that works w/ that person everywhere.

4. Caseload: this allows you to mix and match caseloads you may have already created using methods 1,2, and/or 3, mentioned above.

There are a few things that you may or may not know about having a Provider Administrator account, so I figured I’d share a couple of the less obvious points:

• Switching to admin mode in your regular user account is not exactly the same as being logged in to your full admin account.  Sure, most of the stuff is the same but there are little details that can only be accessed if you’re logged in as a full Provider administrator, rather than just switching to admin mode

1. Creating Splash Messages must be done from a full admin account
2. Accessing those admin reports under list of reports aren’t the same ones you’ll see if you’re in a full admin account
3. You can’t assign admin capabilities unless you’re logged in as a full Provider admin
4. You also can’t see the list of admin assignments w/out being a logged in to your full admin account

Also I wanted to point out one of the newer features in provider administration (this one you can access in full account or when switched to admin mode:

Last Login Information: This is under the User section and is a really useful tool for quickly looking up when a person has last accessed the system

Just click here for a helpful guide to what all those privileges in superroles do.  This has been a popular subject here at the PA conference in Fishkill

If so, you’ll want to check this recorded training out, so that you know what changes will affect you

Click here to view.  It’s only about a half hour, and you can watch it anytime

Want to learn more about the changes that occured in PA side of things, with the latest 8.1 release?

Then join us for a webinar on Thursday at 1p Eastern. Click here to register.

Also check there for all the other webinars we’ll be offering on this new release.

The last day of the PA conference was kicked off with an exciting game of Therap Jeopardy!  As always, I wasn’t disappointed by the competitiveness of our Therap Customers.  Even some of the crew from Bangladesh were yelling out answers.  It was great to watch!

After that, we had a couple more sessions, before it started winding down, and people started to head out for their rides/flights home.

I want to thank all the attendees and staff who made this a wonderful conference!!! Hope you all had a safe trip home.

-Kara

 

Thanks Anna!

This morning, the attendees got to see just how cool the design team really is, since overnight they were able to take a script that attendees created and make it animated w/ Pam Pennyton and T-girl.   It’s really great when people can work on a script and actually see it come to fruition in such a short time.  Very neat stuff!  The day continued on with more interesting sessions, and even a presentation by the guys from BD. 

 

Taking a photo with ourselves... a little creepy

 

Renee and Bonnie- NY and South Dakota together!

Today was the first day of our PA conference here and we’ve got a great bunch of people from all over the nation here with us!  The day started with Tgirl dancing, which I absolutely loved, and then continued with sessions on GERs, Staff Scheduling, more GERs, and tlogs/Scomms for me.  I also enjoyed being joined in sessions by Shawon and Sajjadul, who helped with feedback and explaining the many facets of Therap.

Tanm at the end of Day 1

Today we’re in Fishkill, NY for our Annual Provider Administrator Conference.  Basically, we spent the day doing team meetings and getting set up before the attendees arrive for the official start, tomorrow morning.  We have several new team members, so it’s a good time to get acquainted and learn about each other and Therap.  We welcomed, Joe from Florida, Ken from DC, Jenny from NY, and Jeff from MO.  It was also nice hearing about operations in Bangladesh from Masum, Shawon, Tanm, and Sajjadul.

More later…

Kara