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HELP! Too Many Shared Contacts!!!

Have you ever been updating an IDF, adding an Therap appointment or adding a shared contact and think “There’s just too many!” well, this is what makes therap great. You CAN DELETE!. Now, if you just created a therap contact and realized there was another one, the best thing to do is to delete it. otherwise, when you delete a shared contact and it’s been used (such as in appointments, IDF’s etc) all that information will be Poof! Gone.

But fear not, the wonderful programmers have made their way around it. So, in order to DISCONTINUE a Shared Contact, and clean up the giant mess that shared contacts can become you must:

 

1. Have the Admin Ability assigned to you via a Super Admin in your Therap System.

2. Go to the Admin Tab on Dashboard.

3. Under General: Shared Contact: Click “List”.

This gives you the big giant list of shared contacts for your organization. Now looking at them all can all the pages can seem like they’re endless. Cleaning up your Shared Contact list is a bit tedious, but worth it in the end.

so Now that you’ve got the list, what to do?

1.  Find the Shared Contact you are no longer using and click on it.

2. At the Bottom Right corner, you’ll see 2 options.

“Update” or “delete”.

3. Click Delete. ( yes, we will discontinue it, but to get there, we have to click the Delete button :) )

4. Now therap will automatically tell you if your Shared Contact is already in use (such as any past appointments, IDF’s, etc) and where it is being used at.

For Example: If it’s an old pharmacy, it will show you all the old IDF’s it was being used in, or it is being used in (if you haven’t updated those IDF’s like you were supposed too. )

5. Now we know where the Contact is being used, on the bottom right is the Discontinue button. This is great, because it allows us to get it off the shared contact list, but still have the information available if we need it and can be found in the archives (i’ll save the archives for a later post :) )

6. You have now been transported back to the beginning and will see the long list of all your shared contacts again and at the top it will confirm that the shared contact was discontinued.

You then just repeat the process until your Shared Contact List is Short and Simple.

Hope this helps all of you out there that have a Shared Contact list longer the Pi. :)

Happy Spring Cleaning of all those Pesky unused Contacts!.

– Racheal.

 

By | 2016-11-03T10:15:12+00:00 May 29th, 2014|Categories: Racheal Anderson's Posts|Tags: , , , , , , |Comments Off on HELP! Too Many Shared Contacts!!!

Therap Financial module

As I’ve come to various Therap Conferences, have met my fellow trainers and spoken to various agencies I’ve discovered that everyone uses the Therap Financial Module differently. Some use it to track individual petty cash, to house petty cash to just tracking house expenses. This got me to thinking.. I want to hear everyone else’s ideas and how they use it. Below, i’ll detail out how we use Therap Financial in my houses, and how well it works.

First, We use our Therap Financials to track everything that the individual may have for financial tracking. We have quite a few individuals with our CEO as the Rep Payee. So we track all of their data in therap. From all deposits: wages, SSB, SSI, random funds, to all their expenses: Room and Board, debts, groceries, clothing purchases, etc.

We also use it to track Gift cards! For an individual who has a gift card, we can track purchases and accurately account for all the funds. We just set it up as a new checking accounts and label It with such as “walmart gift card5867” with the last 4 digits of the card number. This helps us keep track in the event that an individual may receive multiple gift cards for the same place and we can always know what was purchased.

I LOVE that we do this. I can easily see and track all expenses, the rep payee can pull reports and know that day their accounts balance without having to go into online banking. Also, I can go in and search for all items over 50.00 and be able to add them to the Personal Property list if needed as a double QA check.

For us, only DSP2’s and above have access to the financial module, as not everyone needs to be privy to the individuals personal information. It’s also great since if an individual wants to know, we can pull it up and show them. by scanning in and attaching receipts and bank statements as well, it just makes life a little easier.

 

 

Training the Newbies

Okay Everyone,

I’m about to venture out there and put my Therap Trainer Cape and train my first set of Employees! It’s been crazy busy around here for us. We just hired quite a few new employees and this will be my first time training them all since I’ve become a certified trainer for therap. My Boss decided since I went and became a trainer, I might as well Train! Who would’ve thought about that. :) Great way to begin the week is training new people. Hopefully, it goes better than I’m thinking. One thing I should’ve remembered when I became a trainer… I hate public speaking!. Well, no time like the present to chase that fear away. Anyway, Hugs and T-logs to all. I’ll check in next week from sunny Miami, Florida!

See you all there!.

 

Racheal

By | 2014-04-25T04:34:13+00:00 April 25th, 2014|Categories: Racheal Anderson's Posts|Tags: |Comments Off on Training the Newbies

Training Therap to New Employees

Hi There again,

So for those out there that face some employees that may be, for lack of a better word, Technologically Challenged, how do you have them prove that they understand the documentation that you require on Therap? Ensuring that they have those skills and are competent to be able to write a GER, run reports on Intake/Elimination, Enter ISP Data, or even the most basics of reading SComms and T-logs? Here at CSS we have a great staff that created these wonderful  things called competencies. These competencies detail out a lot of information, everything from understanding of our policies and Mission, Vision and Values, to initial trainings on ISP’s, BSP’s, financials and an understanding of using Person First Language and Person Centered Thinking. Along with all that and many other items, it also has a wonderful page that allows you to mark off their understanding of Therap. Now for us, these are all done over a 6 month period, but it’s reviewed at the 1st, 3rd, and 6th month to ensure compliance with Oregon Administrative Rules (OAR’s) and keeps it all neat and tidy in one place.

When your out there Training Therap, how does everyone do it? Therap is so user friendly with T-Girl, Live Help, and the step by step instruction sheets, it’s a wonder someone may not “get it. ” However, there are those out there in the world of Therap that may have trouble or may not be so used to computers. How do you get them there, and prove that they can demonstrate these skills? By creating a competency!! We have a one day training that is spent with anywhere from 5-10 employees and 2 Trainers (even though I’m the only certified one :)  ) that train  the new employees on how to use Therap and what we want from them in regards to documentation. For Example: Therap’s Purpose, Accessibility,What users use therap, How to access live help/My Issues, What to do when arriving on shift with Therap, Demonstration of Access to IDF’s/EDF’s, “My Account”, T-logs, GER’s, SCOMMs, Health Tracking and Running Reports, Contacts and supports, etc. …… and ANYTHING ELSE you wish to add! It’s a great place to keep everything in one place. This way no one can state that they didn’t know how, or was never trained, or never got the help (they should be accessing LIVE HELP, if not asking).

This helps prevent any error in documentation with the excuse I didn’t know how, or no one showed me, or geesh, I never knew that!. We’ve all heard the excuses I’m sure… but with these, not only to you ensure that your staff have the knowledge, but that they can demonstrate it as well! It makes lives easier all around, by knowing, and trusting that the staff you have in place are not only confident in their abilities on Therap, but they have access to help when they need it, and your job becomes easier by having competent staff that know HOW to Document what they need to, Where they need to.

Now, for everyone out there, I would like to know how you train? Do you have an easier process? A different one? A similar one? We all have so much to offer, and now I’ll be picking your brains on all the possibilities that are out there. ….

with that… I’m off… :D

-Racheal.

 

 

By | 2014-03-30T06:22:36+00:00 March 30th, 2014|Categories: Racheal Anderson's Posts|Tags: , , , , , |Comments Off on Training Therap to New Employees

How to Complete A Quality Assurance Check with Therap.

Okay, for those that know me I LOVE the Therap MAR. I tend to keep all my ducks in one basket, so for QA checks, I didn’t want them completed elsewhere, or someplace additional that my staff would have to search for or forget about,  so I added them to the MAR itself, (as that’s what they’re QA’ing anyway). Keeps everything neat and tidy. So here it is everyone, How to complete QA checks using the Therap MAR. :) hope you find it as useful as I do.  I also have a Print outable copy, that’s picture friendly as well if anyone feels up to using it, just shoot me an email and I can zip It off into cyber space for you. :)

How to do QA (Quality Assurance) Checks on Therap

First off you will be tracking this medication on the MAR, similar to a PRN medication. To Do this you will see similar steps in the process.

  1. Click “Add New Medication”
  2. This will now take you to the Medication history page. Here is where you begin to create the QA check.
  3. Under Medication Name:
    1. This is where you enter QA and the time that you want the check done. For example:     “ QA CHECK 8AM”  This should be done at each shift change. Normally, just putting QA check is best, you’ll see later, that you can see the time that the QA was done, showing you for each shift change that It was completed.
  4. For all the medication information. Fill in the medication type for “PRN MEDICATION” and  schedule for “As Needed”.  Leaving it blank will cause the QA section to not work properly.
  5. In the comments section, add the purpose for the QA and include all the items you want staff to QA.  For Example: QA check of all MARS, Bubble packs, Intake/Elimination Data, BSL Entries, etc.
    1. This helps to ensure that staff are acknowledging that they checked to ensure that all the listed items are accurate.
  6. Now when you open the MAR you will see that it is listed in the PRN section.
  7. In order to record the QA, you need to open up the Medication up to Record Data in Detailed Mode.
  8. For the very first entry you should scroll down to “administered”. This will allow for follow ups to be completed. This should be completed by your staff only on the 1st day of the new month.
  9. You will now see that the medication has been administered. This is the VERY First and only entry that should be entered like this. You can now click “view” to see the comments.
    1. By viewing the comments, you’re able to see the time and date stamp and the staff responsible for completing the check. This ensures that they are completed accurately and on time at the beginning/end of each shift or per your QA system and does not allow staff to alter the QA check.

Happy QA’ing Everyone. :) – Racheal.

By | 2016-11-03T10:15:13+00:00 March 28th, 2014|Categories: Racheal Anderson's Posts|Tags: , , , , , , |Comments Off on How to Complete A Quality Assurance Check with Therap.

Always Sunny in Oregon..

Hello Therap-ites!.

Welcome to my first ever blog!.. okay, so I know I’ve been a little slow getting to the party, but I’m here now so let’s get started! It’s Gorgeous as always here in Oregon… as we Northwesterners say “Rain is only Liquid Sunshine” but we’ve had a few gorgeous days out here and Spring is just getting started. Coming up I’ll be in full swing and I’m working on Some blogs to bring to the party, just had to re-work some that I’ve written as they don’t seem to like to transfer over as I made them step by step and picture friendly. :) Anyway…… Anything any of you out there In Therap-land want to see or know more about? Let me know! I’ll be glad to help out.

Until next time…

Racheal.

By | 2016-11-03T10:15:13+00:00 March 19th, 2014|Categories: Racheal Anderson's Posts|Tags: , |Comments Off on Always Sunny in Oregon..