Reports and Gathering Data

In my last blog, I mention Therap as a “Time Saver”. This month I was the fortunate recipient of an AUDIT (cue music..dun,dun,dun). Yes, the ever dreaded word.

This Audit covered a time frame of 6 months regarding attendance v/s billing in our Vocational Program. At first I thought, yeah, we capture all this information in the Attendance module and our billing department using the attendance report to dump into their billing Excel spreadsheet. All I had to do was pull those reports. A snap!
Then reality hit, we had only been using Therap Attendance for the last 3 months of this AUDIT timeframe. So, I started to think about where this information was currently being kept. The billing department informed me; those records were now in the storage shed, way across town! We hopped in the car and took off. Dug through the storage shed (ask Allison about stuff that comes out of our storage shed!!!) searching for the correct time frames on the boxes (please label your boxes correctly with dates and what’s in them!). Hauled the boxes back to the main office and started the process of pulling the correct information. Once this information was found, we hand calculated the attendance and cross reference with the billing. The time it took to gather information for the first 3 months of the time frame was 2 days. (Driving, thinking, sorting, cursing, disinfecting, coffee)

The process to gather information for the last 3 months for the AUDIT was far less painful. I sat in billing and pulled the saved reports in Therap and attached to the billing and WALA, we were done. This process took approx. 30 minutes and another 30 minutes to package the material into a pretty presentation!!

This whole ordeal “solidified” my belief that Therap is a “Time Saver” and a saver of stress everywhere! So, if you are thinking about adding more modules, don’t be me and stating “I wish we would have added that module a long time ago”!

By |2016-11-03T10:15:40+00:00June 14th, 2012|Categories: Susie Walton's Posts|Tags: , , , |1 Comment

My Very First Blog… Oh my!

Yep, another newbie Certified Trainer making their debut in the world of blogging!!  I was thinking about giving a little history of my Therap World and Pathway Enterprises, Inc. in lovely Ashland Oregon, but then thought well, that has been done before. So instead, I want to talk about how Therap was implemented at Pathway Enterprises, Inc, in lovely Ashland Oregon!  PEI has been using Therap for 3 years in July. What a ride it has been! We rolled out 3 modules (T-Logs, GER and S-Com) and within 3 months we rolled out the MAR and Health Tracking.  We have not looked back.  Some folks have gone gently into the Therap Light, but not us.  We decided that if we were jumping, we would go with both feet and quickly, working out the bugs and issues as we went.  Scary as it was, it was one of the best decisions we had made at PEI.  The support Anna and Allison gave us, okay Archie too, was tremendous.  They assured us they would not let us drown or break any bones along the way!

The initial set up of programs, clients and staff was somewhat time intensive. But the return on our investment of this time has been priceless. Staff, clients, guardian, parents and outside agencies rave about the ease of use and the readily accessibility of information.

PEI is now running ISP tracking, Behavior Tracking, Attendance, Personal Property, Medical Consult Forms and the Training Management System.  All the modules have been “Savers” of space, paper, time, money and peace of mind! Yes, it can save your mind!   Needless to say, we are not looking back, but looking forward to the many uses of Therap!

Next stop, Oregon and the ISP on Therap!

By |2016-11-03T10:15:41+00:00June 4th, 2012|Categories: Susie Walton's Posts|1 Comment
Go to Top