Caseload Maintenance – a “workaround” I found out about today!

First, I want to thank Mosaic’s Iowa agencies for coming up with this naming convention to limit the amount of caseload issues they have. Here is what they do:

Create the Site with a name that is in line with the Program name. For example, if it is a Host Home, initials are used in the Program, and a Program is created for each Individual (ie we use Dept # – Host Home – XY). The Site is created with the name to match the Program (ie HH – XY), and the address is put as the location of XY’s HH. If XY moves, you just update the address on the Site HH – XY, and nothing changes with the Caseload!

Same type of thing can be done with other Programs, such as Day Programs.

Only time you will have to modify Caseloads is if you actually change the Name of a Program, and the prior one would no longer be recognized.

This setup makes a bit more difficult to determine location from the Program/Site list and creates duplicate Sites, but it sure saves a ton maintaining Caseloads!

By |2014-06-26T20:06:56+00:00June 26th, 2014|Categories: Lorelei Glenn's Posts|Tags: , , , , |Comments Off on Caseload Maintenance – a “workaround” I found out about today!

Caseloads – and what I wish I could do – where is that star when I need it?

We are beginning to have issues with the Caseloads now that the names cannot be changed. In a previous version (way back when), we were able to EDIT the Caseload name to accommodate changes to the Programs (which sometimes we have a lot depending on the Provider Code). Without the ability to EDIT Caseload names, we now have to manually create a brand new caseload with the new name, move all affected users to this new caseload, then delete the old caseload. Has anyone figured out how to get around this?

Another area that we have found is with Deleted users, whose privileges were not removed prior to deletion. We cannot remove any Caseloads or SuperRoles from those users, which also means that we cannot remove inactive Caseloads either. It would be nice to be able to delete Caseloads that are assigned ONLY to deleted users, or if we have a way to edit the deleted user privileges.


If only I could wish upon a star and it magically happened…

By |2014-03-25T20:30:03+00:00March 25th, 2014|Categories: Lorelei Glenn's Posts|Tags: , , |2 Comments

Waiting is a killer

We are finally going individual based. Well at least bending Therap to make it look like the system is individual based. Since we have been using Therap (back when electricity was the new thing) it was set up in a way (program based caseloads) that required a lot of work to transfer the people we support. And since that time heated discussions have ensued regarding that need for it to be this way and the need for it to change. Well the day as I arrived that we are fixing it, but oh the massive amount of work that its going to take! If only we had done this sooner. So word to you all DON’T WAIT!  Wish us luck and hopefully I will not be broken when we all meet again.Waiting is a killer

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