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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+00:00May 29th, 2014|Categories: Racheal Anderson's Posts|Tags: , , , , , , |Comments Off on HELP! Too Many Shared Contacts!!!

Finally Spring?

Despite some freak snowfall last weekend, it looks like we might actually have a real live spring on our hands here in Alaska. There’s some budding green bits on the tree outside my office, the pussywillows are puffy, and the sun stays in the sky until late into the evening. It’s been a long winter, and I’m ready to leave it behind.

I’ve been pretty light on the blog-front this month due to some very important projects that have been occupying my time. Our Administrative Compliance Project Specialist left us after several years of service, and while we scrambled to find her replacement, I ended up heading the effort to celebrate National Compliance Week here at The Arc of Anchorage. Every day we ran random compliance inspections in unlocked offices, leaving pass or fail slips on keyboards to make employees mindful of their surroundings at all times.

We’re also working hard to tighten our security here, both electronic and physical. As one consultant said, “HIPAA compliance isn’t a goal, it’s a process. Every day you should be more compliant than the day before.”

I’ve been thinking about that a lot lately, trying to figure out what I can do on my end, as Therap administrator, to help us be more compliant than the day before. I’ll keep you posted. Emoticon showing smiley face

By |2016-11-03T10:15:24+00:00May 22nd, 2013|Categories: Colleen Bailey's Posts|Tags: , , , , , , , , |Comments Off on Finally Spring?

The latest from the trainers!

From Bev:

Video on Certified Trainer Series: Implementing Therap’s MARs

From Kitti:

Video on Certified Trainers Series: Teaching your Staff to use Therap

From Mary:

Video on Certified Trainer Series: ISP Programs: The Basics 5-15-13

I have been telling you: You CAN learn stuff on YouTube!!!

Allison

 

By |2013-05-22T01:28:21+00:00May 22nd, 2013|Categories: Allison's Posts|Tags: , , , , , , , , , |Comments Off on The latest from the trainers!

Excited about new tech….

I’m looking forward to the new technology that is coming out soon for Therap. The GPS option to use to track location on mobile devices is going to be interesting (if not scary!) when we find out if staff are really where they say they are. I’m hoping that some major changes are going to improve the MAR soon, I know it is in the works.

By |2013-05-20T20:14:05+00:00May 20th, 2013|Categories: Kristy Dominy's Posts|Tags: , , , , , , , , , , , |Comments Off on Excited about new tech….