Personal Finance Overview

Therap welcomes you to join our upcoming webinar on Personal Finance Overview. This webinar is scheduled to be held on 9th July, 2020 at 1:00 PM (EST). Your hosts for this exciting online learning session will be Margaret Gordon and Bonnie Sorrells. You will gain a comprehensive overview of the Personal Finance module for effortless and efficient daily documentation. 

Therap’s developmental disabilities software includes the Personal Finance module which assists users to document an individual’s transactions (e.g. Deposit or Expense) for any type of account (i.e. Current Account or Cash on Hand, Personal Spending, Gift Cards, etc.) while being able to attach or scan supporting receipts for those transactions. This module also features customizable report generation to view the electronic ledgers of individuals with disabilities. The ability to customize reports is beneficial as it allows users to monitor spending by category, merchant, and many other criteria. Through this webinar, you will learn to set up the personal finance module from the one-time admin setup to the account setup as well as learn the basics of documenting and reporting the day-to-day transactions.

Register now to learn more about Therap’s Personal Finance!

Personal Finance Overview

Our webinar “Personal Finance Overview” is coming your way! The webinar is scheduled for April 16, 2020 at 11 AM (EST).

Therap’s Personal Finance module offers a user-friendly way for you to record an individual’s transactions for any type of account. You can learn to view and customize individual’s reports to monitor spending by category, merchant, etc. Grab the opportunity and register today to get your questions answered by Therap experts Bonnie Sorrells and Milagros “Mimi” Roche!

Know the presenters:

Bonnie Sorrells joined the Therap Services team as a Training and Implementation Specialist in 2018. She has been working with the Therap system at her prior agency since 2013 as the administrator and primary Therap in-house trainer.

Milagros “Mimi” Roche started as a Bilingual Training Specialist at Therap in 2016. Mimi has had over 10 years of experience working in the field of Development and Intellectual disabilities before joining Therap.

Join our webinar to know more from our experts!

Personal Finance Overview

We are pleased to announce our upcoming webinar on Personal Finance Overviewwhich will be held on December 15, 2020 at 2:00 PM (EST) / 11:00 AM (PST). Therap experts Robin Forbes and Gretchen Falk-Lanfear will walk you through the webinar and answer any question you may have. Participants in this webinar will get an overview of the new and updated Personal Finance module.

Therap’s Personal Finance module allows users to record an individual’s transactions for any type of account as well as attaching/scanning receipts. Reports can be run to view the individual’s electronic ledger as well as customize reports to monitor spending by category, merchant, etc.

About the presenters:

Robin Forbes joined the Therap Services as a Training and Implementation Specialist in 2018. She has over 25 years of experience working in the I-DD field. She started her career as a DSP and worked her way up through management and oversight of residential, day program, employment and community services.

Gretchen Falk-Lanfear is a Senior Training and Implementation Specialist at Therap. She has worked in both Residential Supports as well as job coaching and has provided in-home support.

Click here to register for the webinar.

Click here to know more about the Personal Finance module.

By |2020-01-26T09:14:53+00:00January 9th, 2020|Categories: webinar|Tags: , , , |Comments Off on Personal Finance Overview

Personal Finance Q&A

We are happy to announce our upcoming webinar on Therap’s Personal Finance module. The webinar is scheduled for November 12, 2019, at 1:00 pm EST/10:00 am PST. Therap experts Letisha and Gretchen will walk you through the webinar and answer questions that you might have.

Click here to register.

Therap’s Personal Finance module allows users to record an individual’s transactions for any type of account (i.e. Cash on Hand, Personal Spending, Gift Cards, etc.) as well as attaching/scanning receipts. Reports can be run to view the individual’s electronic ledger as well as customize reports to monitor spending by category, merchant, etc.

Know the hosts:

Gretchen Falk-Lanfear is a Senior Training & Implementation Specialist and she joined Therap Services in 2016. She previously worked for FAVARH (The ARC of the Farmington Valley) in CT as a Residential Manager for 15 years and served as a PMT Instructor.

Letisha Ulmer is the Assistant Director of Quality Assurance at Therap. She has worked in the Human Services field since 2008 in New York State, where she worked on professional roles including Therap administrator, residents’ benefits clerk, and day habilitation secretary. She was responsible for the implementation of the Therap system across agency programs, maintaining written agency-specific training manuals and ensuring all new employees were trained in the use of the Therap system.

Click here to register.

By |2019-11-04T06:20:13+00:00November 4th, 2019|Categories: webinar|Tags: , , , , , |Comments Off on Personal Finance Q&A

Personal Finance – Review of New Features Coming Soon

Join our upcoming webinar on Personal Finance-Review of New Features Coming Soon on September 25, 2019. The webinar will be held at 1 pm ET/10 am PT. Therap experts Letisha and Gretchen will walk you through this webinar.

The Personal Finance module posts current account balances for each individual’s assets, funeral trusts, saving accounts, consolidated fund accounts, cash on hand, expenses and incomes in real-time. Users can gain various information from it. The upcoming new features of the module will be discussed.

About the presenters:

Letisha Ulmer is the Assistant Director of Quality Assurance at Therap. She has worked in the Human Services field since 2008 in New York State, where she worked on professional roles including Therap administrator, residents’ benefits clerk, and day habilitation secretary. She was responsible for implementation of the Therap system across agency programs, maintaining written agency-specific training manuals and ensuring all new employees were trained in the use of the Therap system.

Gretchen Falk-Lanfear is a Senior Training and Implementation Specialist at Therap. She previously worked for FAVARH (The ARC of the Farmington Valley) in CT as a Residential Manager for 15 years and served as a PMT Instructor, the Water Safety Director and Alzheimer’s and Dementia training specialist. She has been working with the Therap system at her prior agency since 2012 and has helped train staff on the system.

Click here to join the webinar.

Click here to know more about Personal Finance Module.

By |2019-09-18T03:42:53+00:00September 8th, 2019|Categories: webinar|Tags: , , , |Comments Off on Personal Finance – Review of New Features Coming Soon

Personal Finance – How to Track Specific Account Types

Join our upcoming webinar on Personal Finance – How to Track Specific Account Types on May 16, 2019. The webinar will be held at 1PM EST/ 10AM PST. Gretchen and Devin will discuss the Personal Finance module of Therap and will take a look at setting up accounts and creating transactions for specific types of accounts including Gift Cards and Social Security payments.

The Personal Finance module is designed to help the users record an individual’s transactions for various types of accounts. Moreover, it allows attaching the scanned receipt of the transaction that was made. Apart from that, as electronic ledger can be created using this module for an individual that can be used to learn about the expenditure in different categories.

Know the presenters:

Gretchen Falk-Lanfear is a Senior Training & Implementation Specialist at Therap. Since 2012 Gretchen has been working with the Therap system at her prior agency. Other than that she has worked in sectors such as Residential Supports, job coaching as well as provided in-home support.

Devin Hardy is a Training and Implementation Specialist at Therap. He comes with 7 years of experience working in the Intellectual and Developmental Disability (I/DD) field. Devin helped with the implementation of Therap at Sunrise Community and served on the pilot team for the State of Alabama while the decision to use Therap was being discussed across the state.

To register for the webinar, click here.

By |2019-05-05T08:46:33+00:00May 5th, 2019|Categories: webinar|Tags: , , , |Comments Off on Personal Finance – How to Track Specific Account Types

Personal Finance – How to Track Specific Account Types

Join our upcoming webinar on Personal Finance – How to Track Specific Account Types. The webinar will be held on Wednesday, March 6, 2019 from 12.30 pm ET/9.30 am PT to 1:30 pm ET/10:30 am PT. Letisha and Gretchen will discuss the Personal Finance module of Therap.

The Personal Finance module is designed to help the users record an individual’s transactions for various types of accounts. Moreover, it allows attaching the scanned receipt of the transaction that was made.  Apart from that, an electronic ledger can be created using this module for an individual that can be used to learn about the expenditure in different categories.

Know the presenters:

Letisha Ulmer has been the Assistant Director of Quality Assurance in Therap since 2014. She has worked as a Therap administrator, a resident’s benefits clerk as well as a day habilitation secretary in the state of New York since the year 2008. Apart from that, she took accountability for implementing Therap systems across agency programs.

Gretchen Falk-Lanfear is a Senior Training & Implementation Specialist who joined Therap in 2016. Since 2012 Gretchen has been working with the Therap system at her prior agency. Other than that she has worked in sectors such as Residential Supports, job coaching as well as provided in-home support.

To register for the webinar click here

By |2019-02-25T12:21:06+00:00February 25th, 2019|Categories: webinar|Tags: , , , , , |Comments Off on Personal Finance – How to Track Specific Account Types

Free Webinar on Personal Finance Q&A

Join our free webinar on Personal Finance on February 13, 2019 at 2:30 PM (ET)/ 11:30 AM (PT). With the Personal Finance module, users can create institutions and other entities and accounts for individuals to track their personal funds and transactions. Through this webinar, the users can learn how to set-up the Personal Finance module from the one-time admin set-up to the set-up. Users will also learn how to document day to day transactions and reporting.

Therap’s Personal Finance module allows users to record an individual’s transactions for any type of account (i.e. Cash on Hand, Personal Spending, Gift Cards, etc.) as well as attaching/scanning receipts. Reports can be run to view the individual’s electronic ledger as well as customize reports to monitor spending by category, merchant, etc.

Know your Presenters:

Gretchen Falk-Lanfear is the Senior Training and Implementation Specialist. She has been working with the Therap system at her prior agency since 2012 and has helped train staff on the system. Gretchen has worked in both Residential Supports as well as job coaching and has provided in-home support.

Letisha Ulmer is the Assistant Director of Quality Assurance. She has been responsible for implementation of Therap system across agency programs, maintaining written agency-specific training manuals and ensuring all new employees were trained for using the Therap system. Letisha has presented at several New York Regional Conferences and Conventions including those hosted by Therap and NYSACRA.

Please click here to register.

By |2019-02-05T10:22:38+00:00January 29th, 2019|Categories: webinar|Tags: , , , , , |Comments Off on Free Webinar on Personal Finance Q&A

Overview on Personal Finance

Come join our webinar on Personal Finance on January 16, 2019 at 1:00 PM (ET)/ 10 AM (PT).  With the Personal Finance module, users can create institutions and other entities, and accounts for individuals to track their personal funds and transactions. Through this webinar, the users can learn how to set-up the Personal Finance module from the one time admin set-up to the set-up. Users will also learn how to document day to day transactions and reporting.

Know your Presenters:

Gretchen Falk-Lanfear is the Senior Training and Implementation Specialist. She has been working with the Therap system at her prior agency since 2012 and has helped train staff on the system. Gretchen has worked in both Residential Supports as well as job coaching and has provided in home support.

Letisha Ulmer is the Assistant Director of Quality Assurance. She has been responsible for implementation of Therap system across agency programs, maintaining written agency-specific training manuals and ensuring all new employees were trained for using the Therap system. Letisha has presented at several New York Regional Conferences and Conventions including those hosted by Therap and NYSACRA.

Please click here to register.

By |2019-01-02T05:36:38+00:00January 1st, 2019|Categories: webinar|Tags: , , , , |Comments Off on Overview on Personal Finance