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Billing Reports, Caseloads, and Agency Wide Reports

 

Any time you run a report, it is always worth knowing exactly what data you are running your report on.

In most places in Therap, when you run a report it is limited to data that is within your caseload.  In these days of Individual Based Caseloads, it is important to remember the basic fact about Therap access, namely “If an individual is on your caseload then you will see their data.”  This really is the case for all caseload based access.

Remember especially that Auto Program Caseloads (the ::APC:: ones) are still individual based, they are just a list of the individuals currently enrolled in that program.  This means that is you want to give yourself access to data about people who […]

By |2016-11-03T04:23:18-05:00August 12th, 2015|Categories: Billing|Tags: , , |Comments Off on Billing Reports, Caseloads, and Agency Wide Reports

Creating Individual Based Access

There’s a very interesting post by Craig Buswell over on The Certified Trainer’s Blog about creating individual based access.  By the way, if you aren’t a regular reader of that blog you are missing out, it should be part of your day, just about every day.  Also, be sure to respond to the bloggers, it’s great to know someone is reading!

Craig suggests an approach to individual access that I would not recommend to most people (in fact I remember when we first brought out caseloads undoing a similar sort of setup while hiding at the back of a CARF Conference!).

The goal certainly makes sense though.  If you work with an individual, you want to be able to have […]

By |2016-11-03T04:23:33-05:00July 1st, 2013|Categories: Certified Trainers|Tags: , |2 Comments