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!