Checking in after the Texas Therap Conference

Hi folks, just a quick update regarding the Texas conference. Sadly Allison Dudo did not make it… something about a plane failure or change or something. I think she was just tired of talking about pivot tables and intimidated by Texas heat. After jockeying for who would take the all intimidating pivot table session (Damien should have done it) I got to review GERs, reports, admin roles, TMS and TMS part deux. The main goal was to not create something for attendees of the conference that was meaningless or absolutely false. Sorry Allison there were no pivot tables in my sessions. We had a good two days with Jim, Anna, Brent and certified trainers. Attendees were awake (that’s good) and came with questions. By the end it was like camp… we all knew each others faces and most of the names. I promise to write this year but forgive me if I don’t. XXOO Shannon

By |2016-11-03T10:15:21+00:00September 6th, 2013|Categories: Shannon Crawford's Posts|Tags: , |1 Comment

Whirlwind summer. Bring it on!

Shannon CrawfordJust taking a moment to type in the last month or so of activity. I was lucky enough to speak at the New Mexico Therap conference and meet some friendly folks May 29-30th. I got to glimpse into what it would be like to work in a state where Therap was mandated. I now have a totally different perspective on the challenges of client movement and data management with linked providers. I also woke up to hot air balloons, road up a wire in a wobbly cart to the top of a mountain, and got out before the fires started in Santa Fe.  (I swear it wasn’t me.)  Then it was back to Texas for me.

I spent a good three weeks prepping for and attending two major training events for the provider Mosaic. I spent two solid weeks on the road working with members of Mosaic’s performance services team to train Subject Matter Experts (SMEs) on the use of ISP modules including ISP data, ISP programs and ISP plans. What we learned, repetition is everything. Saying “ISP plans” is redundant but important. Getting into the system shortly after training is key.  Putting Miama Heat logos as screen savers on computers used for training right when the San Antonio Spurs are in the NBA finals with the Heat can ruffle a few feathers ’round here.  Restaurants are not kidding when they say  giant spuds are really, REALLY large potatoes. Longhorns are alive and well in Texas.  I can still ride a horse, but the recovery is a little harder when you’re not 17.

Yes, there were so many lessons learned.  Texas hospitality is also alive and well.  I will continue to support folks technically and be their cheerleader throughout their six month project roll out. I am looking to the north to go visit some friends and agencies in Iowa as well who have already started implementing these modules. Note to all – building ISP programs in the system can take some time but seeing the end product in action is a lot of fun. Staff love entering ISP data and Q’s/ case managers/care coordinators really like the efficiency of reports!!

Throw in a house renovation project or two and time spent with dogs, family, and friends and it’s one busy summer!!!! Wish me luck.

Taking Care of Business

Seems like with every new project we have to forget the stuff we just learned. I hear that occasionally in my job as agencies roll out ISP plans and have to adapt AGAIN because they had put all their efforts into making a T-log or GER do everything (that maybe it did not need to do). Don’t get me wrong.  I like seeing people use their tools and do all sorts of creative things with them because they are new and better than the old tools.  I wrote an article for a monthly distribution for Mosaic just recently as they begin to implement a big CHUNK of modules after just finishing another chunk. The emphasis basically is don’t lose what you worked so hard to start when you move on to the next big thing.

My dad would be so proud to know I likened it to checking the car before going on a road trip.


Here’s an excerpt from the article:

“Check your internal systems. Before taking on any new project, make sure you are ready. In this case, check to see if you have a clear understanding and expectation of what your current system/policies/processes are around the stuff you just learned. Do you need maintenance?  Take a survey around the office just to check if you are ready to go. If the answers to these questions are uncertain, agencies may want to clarify roles, responsibilities and expectations before moving into new territory.”

What it boils down to is 1).knowing where you have been and recognizing your progress, 2). knowing where you are and being comfortable in your routines and with your current tools, and 3). knowing where you are headed so you know what to keep and what you can adapt.

The theme was nice but all I want to do now is take a ROAD TRIP!!!!  Somebody pay for my gas please. Carpool?  Anyone????


…and here are some pictures of ducks.


Hide and go duck

bashful duck

By |2016-11-03T10:15:29+00:00April 23rd, 2013|Categories: Shannon Crawford's Posts|Tags: , |Comments Off on Taking Care of Business

Reports I wouldn’t live without

Those who know me know I’m a big fan of reports and all things data. I admit, I can be quite geeky. What can I say, I love trending. I love clicking a button and having data pulled, arranged, searched, refined and re-defined in an instant. My brain used to have to take on such a task with multiple charts and reams of paper that other people could easily come and mess up at any given time. I now have a lot of free space in the ol’ noggin and a little extra time to fill up with other things like reading for pleasure or playing this new game kids call “Angry Birds.” (I know it came out a while back but I have been busy filing and protecting my charts from people who’s sole purpose was to mess up my data.) Just saying thanks to the brain(s) who came up with the report library and activity tracking features.

Here is a “top ten” list of reports that are either very useful in measuring benchmarks or ones often requested by agencies with whom I work and why:

Not in Report Library but very helpful:

  • Demographic reports – good for grant writing, audits, and census. Quick glance to check if your IDF data is accurate in the system.
  • Event report (GER specific) – Reports on approved GERs can be made and fine tuned to include whatever you want including event dates, approval dates, types of events, details, review comments,etc. Great for safety committees and tracking trends across programs.
  • ISP data search – allows you to review program info and create an excel report for review prior to billing. Waiver contracted professionals can create invoices and QA can review easily.
  • Due Medications – every nurse’s and manager’s friend!  The name speaks for itself.

In Report Library:

  • Birthday lists by program : It’s simple sure, but there is one in every agency and every department wherever you go.
  • Shared contact List : Your virtual Rolodex of doctor’s, dentists and any contacts that the agency uses.
  • Individual’s shared contact report is also helpful preparing for audits where professional’s credentials need to be verified.
  • T-log read status report : Good to review with programs for accountability.
  • Password change and Password expiration: If you have password expirations set up in the system, this report will warn you when the next round of password lock outs will hit. Password expiration reports will tell you users who are not/have not been active in the system.
  • User Access reports : Very helpful to see users who are no longer working and make adjustments/audit the admin side of the system. Good for helping prep for audits. For agencies just starting in Therap, this is a good report to print and circulate to make sure all staff are assigned to the right place/individual in the system.

With these reports, as well as others, when accompanied with Activity Tracking and search features in every module, Therap has a very good and useful way of not only seeing data in the system but making it meaningful and flexible.  If you have favorites, please share by commenting. Don’t forget to add why you love it.

By |2016-11-03T10:15:29+00:00April 3rd, 2013|Categories: Shannon Crawford's Posts|Tags: , , , , , , , |Comments Off on Reports I wouldn’t live without

A Longer Commute

Starting January 1, 2013, I got a great chance to expand my outlook…

For the past year I have been visiting and training agencies in Texas on how to begin using Therap and specifically on the use of T-logs, GERs and SComms for the provider Mosaic – aka my regular job! At the beginning of the year, though, I was asked to visit a very different part of the world… Northern Iowa!
My colleague Jeff had been working in Iowa for the past year and had asked for a little help in training one of the agencies. Not thinking about it, I was happy to pitch in and help a brother out. As the time drew nearer to my departure, I asked a friend who had moved from Iowa years ago to Texas what I would need for my week in Iowa. She told me in a very reassuring manner the following:

“It won’t matter what you bring. You are from Texas. You are going to freeze to death! That being said, any good Iowan always has some essentials in the trunk of their car. Make sure your rental has the kit!”
I inquired about “the kit” because it was obvious I would not know what would be a good one from a bad one, since I was from Texas afterall. Apparently if I were stuck in the frozen tundra of northern Iowa without help I would need the following to survive:
1. safety triangles for when I drive off into a ditch – happens all the time apparently.
2. a blanket for when I get stuck in a ditch overnight
3. matches – parcel them out for warmth I suppose.
4. flashlight – for when I get scared in the dark in the ditch
5. back up batteries for flashlight because inevitably the flashlight will go dead and darkness = death.
6. flares – maybe for warmth because, let’s face it, no one will be around for miles.
7. another blanket wouldn’t hurt – again warmth or to build a fort later to be set on fire with flares.
8. snow shoes – although I was informed never to leave the car
9. good socks – without good socks you will surely die
10.a short wave radio for when my cell phone does not work
11.hand and feet warmers – again warmth or entertainment. Seriously you can think about how they work for hours in a ditch.

I was then again told it would not matter what I brought since I was from Texas and surely I would die anyway in a ditch in Northern Iowa because that’s just what happens.

Feeling very prepared after this conversation and quite frankly scared, I over-packed my bags of course with lots of wool and hand warmers. When I got to the airport and picked up a rental car I was shocked to learn that the rental car came equipped with none of the above information in my list but instead it came with… an ice scraper. When I asked for the survival kit, the attendant of course laughed.

Needless to say, I survived the week with an ice scraper, a pair of gloves and good company. I thought this was a funny correlation to a mentality I run into now and again. Often when people are afraid of the unknown, we either over-prepare with an arsenal or freeze up instead of thinking through what we may really need. I will say that the leap to using Therap over the past year – in Texas and Iowa – has been surprisingly upbeat. My week in Iowa was spent not in a ditch, but with highs in the 40’s and lots of friendly people who helped me just as much as I did them. The moral of the story – don’t get bogged down in fearing the unknown and know your friends!

By |2016-11-03T10:15:30+00:00March 18th, 2013|Categories: Shannon Crawford's Posts|Tags: , |1 Comment

A Picture Says It All

One more example of how Therap can be a time, energy, and space saver. I took this snapshot when visiting an agency who has been using the system since the beginning of the summer. Needless to say, not all systems have been “Therapised” just yet.  They are getting there though.

Paper v Laptop
Paper v laptop

That’s one of my Subject Matter Experts sorting through a stack of papers for a training segment she is handing off to another coworker. Papers easily that were ten years old were in the stack. It took a little time and space to say the least.

My work has been heavily “Therapised” so my portion of the table is that small section where you see the laptop.  That’s it.  That’s a far different picture from a little over a year ago when paper was how I justified my job.

Today I feel a little lighter, faster, and organized enough to move to a different space if need be. She may need more room!

By |2016-11-03T10:15:33+00:00November 7th, 2012|Categories: Shannon Crawford's Posts|Tags: |Comments Off on A Picture Says It All

Lessons learned from golfing with your dad… A Therap parable

Hello from Texas!!!

First I wanted to say thanks to all of those who have helped smooth over the upgrade process.

I have been in the field for a solid two months in Texas assisting four agencies with set up, data imports, training, equipment overhauls and Go live procedures for T-logs, GERs, and SComms. I have been RUNNING all over Texas with the assistance of planes, trains, automobiles, and even an ATV and a cruise ship thrown in there for sport. Literally I crossed 6 rivers today on a trip to train an agency’s direct care staff on three modules.  Who knew there were 6 rivers in Texas you could cross in one day.  I have learned a great many things when visiting and assisting agencies in Texas. Some lessons were planned and some were “discovered”.

On a brief weekend hiatus at home in Dallas, Texas this past weekend I was able to squeeze in some one on one time and play a round of golf with my dad. He is extraordinarily good at giving advice on your game, whether solicited or not. I seem to always mix business and recreation, so in between fatherly lessons, I took a few snap shots of his own game and felt it appropriate to put it into Therap appropriate language. Here’s what I have learned from example…

Square up with the ball = face the task at hand.  Whether it be a data upload or a training class, know how to to size up the job.

Always bring the right club = make sure you have the right tools for the job and always have that “special” tool for those surprise occasions when the internet goes down in the middle of a class of twenty.

Dress the part = A name tag doesn’t hurt.

Don’t get too far away from the ball = never be gone too long from an agency in the transition of rolling out a new module.  Check in with leads on a daily/weekly basis even if they are not checking in with you.  Activity tracking can be your biggest key but it does not replace a phone call.

Don’t move your head = My favorite advice… anticipate that something may distract you in any major implementation whether it is a regulation change, a system upgrade, a power outage, or a last minute change in agency experts.   Keep your eyes on the prize and try not to let the distractions take you away from the end goal.       Lunch!      No… a successful implementation and happy users.

There were pictures but apparently my parental controls are still active.  Oh well.  I will be seeing some of you hopefully at the Texas Therap Regional conference.  For the rest of you, if you come to Texas I’m sure to run into you if you’re ever near a river.


Happy Trails, Shannon Crawford


By |2012-08-28T05:28:01+00:00August 28th, 2012|Categories: Shannon Crawford's Posts|Tags: |Comments Off on Lessons learned from golfing with your dad… A Therap parable

Rolling out Mosaic Texas

Picture of The lone star state

My home. The lone star state


After traveling across most of Texas for the last few months and getting acquainted with leaders in individual agencies of the non-profit provider Mosaic, I was happy to start a roll out in my home agency of Mosaic in Dallas, Texas. A small group of leaders had been talking about and planning for the first phase roll out for the Dallas agency for months. Picking up where the pilot group – a sister agency in Corsicana – left off, we thought we were smartly prepared. We had a great mobile lab set up and lots of hands on access for the over 60 staff who would be implementing the first phase of a four year roll out. We had hand outs, webinars, T-girl demos, backups, and all.

Picture of Shannon Crawford

my professional head shot

No matter how much you talk about and train on Therap, build the excitement, and cross those “t’s” or dot those “i’s” in the system; the first day is always a lesson and a nail biter. It’s like waiting for a flower to bloom. There’s a lot of prep work, planting the seeds, tending the garden, getting rid of weeds, and then waiting for that one day to see if your efforts amounted to something. June 12th was the day… the initial sign on, the inevitable lock out, reset, etc. It was a funny start with some folks still practicing in the demo account. Then finally an actual real live T-log surfaced. The first number appeared on a screen. That’s when you know at least one person was listening and got it. The numbers kept coming.

The staff of course were great and supportive and with a little love and care and Therap technical support, the first week of implementing T-logs, GERs, and S-Comms started with a “slow simmer” but ended with a bang. Working in your own home agency is a little more nerve-wracking but with plenty of reward when you see the people who have supported you getting tools to support them with their demanding jobs. So Congrats to Mosaic in Dallas for joining up with Therap, and for the rest of Texas… I’ll be seeing you soon!

Shannon Crawford, Newbie Certified Trainer in Action.

By |2016-11-03T10:15:40+00:00June 18th, 2012|Categories: Shannon Crawford's Posts|Tags: , |2 Comments
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