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
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