List of All Roles in Therap Applications

Transcription

1 List of All Roles in Therap Applications Users with the User Privilege Administrative Role will be able to assign appropriate Roles to Users. To assign Caseload Based Super Roles that will include Roles associated with Individuals or Programs, you will have to select Caseloads when you assign privileges on the Privilege page of the User. Assign appropriate Agency Wide Common Roles, SComm Roles, Module Roles, and TMS Roles from the Privilege page of the User. In order to assign these Roles, you do not need to select any Caseloads, as these types of Super Roles are not associated with any Individuals or Programs. Caseload Based Roles ISP Program ISP Program Submit ISP Program ISP Program Update ISP Program and Data Delete ISP Program Save or Submit ISP Programs. ISP Programs and search archived approved ISP programs. Edit/Update ISP Programs. Delete ISP Program and associated ISP Data. ISP Programs. ISP Data ISP Data ISP Report ISP Data Update Enter ISP Data, view ISP Data and acknowledge ISP Programs. Generate ISP Reports and Hab Checklist using ISP Data. Edit/Update ISP Data and search archived ISP data. Submit Update Delete Review Save or Submit s, Delete In-Prep(Draft) s, Submitted (Pending Approval) and d ISP Plans. Pending Approval/In-Prep s, Delete Pending Approval/In-Prep s, Discontinue d ISP Plans, Return Pending Approval s to Submitter. d s. Update d s or Discontinue d s. Deleted or Discontinued s (Please note that, this role does not allow the user to delete any. To delete In-Prep s users will need to have Submit or role and to delete Pending Approval s users will need to have role). d s and Edit Review section of the s. Behavior Plan (BP) BP Submit BP Save or Submit Behavior Plan forms and search archived Behavior Plans. any Behavior Plan form after it has been approved at least once ( Behavior Plan forms with d/updating status).

2 BP Update BP BP Delete Update (Save/Submit) approved Behavior Plan forms, edit Behavior Plan forms with Updating (saved) status. Same as BP Submit + Behavior Plan forms + Return Behavior Plan forms to Submitter. Delete or Discontinue Behavior Plan forms. Behavior Event Records (BER) NOTE: Submitted forms are automatically approved in Behavior Event Records (BER). BER Submit BER BER Delete Save or Submit BER forms. approved BER forms and search archived BER forms. Delete saved or submitted BER forms. Submit Delete Review Create/Delete Individual specific s before submitting for approval. Users are able to search the library for Published care plans and import a template for an Individual. Individual specific. Individual specific s. Delete Individual specific s with status 'In Prep' & 'Pending Approval' and discontinue Individual specific with status 'd'. Review Individual specific. Individual Data Note: If you are using Internet Explorer 8.0, you may not get the desired results unless you switch to compatibility mode (click on icon that looks like a broken page next to the address bar) Individual Data Individual Data Edit Individual Admit/Discharge Individual Data with the 'Admitted' status only and approved IDF Extension forms. Edit the details of the Individual Data except the First Name, Middle Name, Last Name, Suffix, Social Security Number (SSN), Birth Date, Gender, Medicaid Number, Insurance, Admission Date, Date of Discharge, Date of Death, Individual's Time Zone, ID Type and ID Number. Also allows the user to create and approve IDF Extension forms. Edit the details of the Individual Data including those fields that were not available for editing before and Admit or Discharge Individual from the enrolled Program. Also allows the user to create and approve IDF Extension forms. Emergency Data Form (EDF) NOTE: EDF takes information from the Individual Data page. No separate Roles are needed to create EDFs. EDF will only show information from the Individual Data page of the admitted Individuals EDF EDF Print EDFs. Same as EDF + The ability to Mark EDFs as Printed. Health Tracking (HT) NOTE: Submitted forms are automatically approved in Health tracking (HT).

3 HT Submit HT Update HT HT Delete Health Care Report HT Review Save or Submit new HT Forms (Delete saved or submitted HT forms that were created by the user himself). Update (Edit) Saved or Submitted HT Forms, Discontinue HT Forms, Reports for different sections, Monthly/Detailed Reports and search archived HT and Medication History forms. Submitted HT forms, Section Reports, Monthly/Detailed Reports. Delete saved or submitted HT forms. Generate reports using d/discontinued HT Forms, approved Individual Data Forms (IDF), and approved GERs. Use HT Review feature. T-Log T-Log Entry TLog TLog Update TLog Delete Submit T-Logs. TLogs. Update/Edit any submitted TLogs and search archived T-Logs. Delete any submitted TLogs. Note: Only the users who are assigned with the T-Log Entry and T-Log Roles combined can add followups to a T-Log. Order Order Submit Order Order Delete Order Order Update Create Individual Orders. ing 'd' Individual Orders. Delete Individual Orders. Individual Orders. Update Individual Orders. Management Summary GER Management Summary BER Management Summary Staff Management Summary Generate Management Summaries Report on GERs. Generate Management Summaries Report on BERs. Generate Staff(User) Reports. General Event Reports (GER) GER Med Error GER Witness GER Death GER Delete GER Followup GER Submit GER GER GERs that have Med Errors reported. When assigned, the user can be selected as a Witness for an event. GERs that have Death events reported. Delete GERs. Add followups or attach files to an approved GER. Save or Submit GERs, make changes to Returned GERs (Delete saved or returned GERs that were created by the user himself). or Return submitted GERs (Cannot approve GERs with Med Errors or Death events). approved GERs.

4 GER Review Add review comments or attach file to a GER that is in Pending Approval/InPrep/Returned status. TMS Roles Supervise Trainee Sign up trainees to sessions, cancel signed up trainees, view reports on (only supervised trainees) certification (general and detailed view). Billing Service Authorization Service Authorization Submit Service Authorization Service Authorization Update Service Authorization Save or Submit Service Authorizations, Delete saved Service Authorizations. Same as Service Authorization Submit + or Delete submitted (Pending Approval) Service Authorizations. Update or Discontinue approved Service Authorizations, Discontinued Service Authorizations and archived Service Authorization forms. approved Service Authorizations. Billing Data Billing Data Submit Billing Data Update Billing Data Billing Summary Report Submit, Create or Update Billing Data. Update Billing Data (update data entered by others too). Billing Data. Perform Billing Summary Search. Billing Attendance Attendance Data Submit Attendance Data Attendance Data Update Attendance Data Enter attendance data. attendance data, Submit attendance data for billing. Edit submitted (in-prep) or approved attendance data. submitted or approved data. Supported Employment Tracking Employment Submit Employment Employment Update Employment Delete Employment Job Rate Assignment Submit Create Wage Record. Calculate Pay Period, Pay Period. Update Wage Record. Delete Wage Record. Created, d, Deleted Wage Record. Assign Job Rate. Staff Scheduling: Weekly/Master Program Schedule SSW/SSM Submit SSW/SSM SSW/SSM Save schedule. Same as SSW/SSM Submit + or Discontinue saved schedules. approved schedule.

5 IPOP and Safeguards IPOP Submit IPOP IPOP IPOP Update Create new forms, Edit Saved forms. Create, Edit and forms, view archived IPOP & Safeguards forms. d/deleted/discontinued forms. Update and Discontinue d forms, view Discontinued and d forms, view archived IPOP & Safeguards forms. Custom Form CF Submit CF CF CF Update CF Delete Save new forms. Update and Save 'In-Prep' forms. Save and new forms. 'In-Prep' forms saved by others. Delete the 'In-Prep forms created by self. d, Deleted and Discontinued forms. Save, and Delete 'In-Prep' forms. Update and Discontinue 'd' forms. Delete the 'In-Prep' and Discontinue 'd' forms. Assigning any Custom Form role to a user will allow the user to view archived Custom Forms. Personal Finance Account NOTE: Submitted forms are automatically approved in the Personal Finance Account application. Discontinued Personal Finance Account forms can be activated again. PFin Account Create PFin Account Update PFin Account Discontinue PFin Account Create Save or Submit PFin Account forms, d (Submitted) and Archived forms. Same as PFin Account Create + Update d (Submitted) forms and view archived PFin Account forms. Discontinue d forms, Activate Discontinued forms. d (Submitted) forms. Personal Finance Transaction PFin Transaction Create PFin Transaction Update PFin Transaction Delete PFin Transaction Enter/Record a transaction, entered transaction. Update entered (submitted) transaction, Generate Reports and view archived PFin Transaction forms. Delete entered transactions, Generate Reports. entered (submitted) transactions, Generate Reports. Habilitation Plan Submit Update Save or Submit new s. Edit, Submit or Delete s that are in the 'Draft' status. Copy 'd' Hab Plans. Edit, and Delete s that are in the 'Draft' and 'Pending Approval' status. Return s that are in the 'Pending Approval' status to the submitter. Discontinue 'd' s. 'd' s in Read-Only mode. Update and Discontinue 'd' s.

6 Delete Review 'Deleted' and 'Discontinued' s in Read-Only mode. Review d s. Medication Administration Records (MAR) MAR Data Submit MAR Data Update MAR Data MAR Configuration Save forms, Add Cell, Generate and Reports (Schedule and Existing Cells are Read-only). Same as MAR Submit + Add Schedule, Delete Cell, Archived Forms. forms, Generate and Reports. Configure MARs. Comprehensive Health Assessment (echat) Health Assessment Submit Health Assessment Health Assessment Delete Health Assessment Create new echat, Save Sections of echat. echat. Discontinue In Prep/d echat. d echat. Medical Information Medical Information Edit Medical Information Save/Update/Delete Diagnoses for Individuals. Diagnoses for Individuals. Time Tracking Time Tracking Data and Record data for available Time Tracking Templates. Individual Home Individual Home the Individual Home page for an Individual. Medicaid Service Coordination Notes MSC Coordinator MSC Supervisor Create MSC notes. Create and approve MSC Notes. Individual Budget Amount IBA Create/Discontinue/Discontinue and Create New IBA. Budget Budget Create Budget Review Submit/Edit/Delete Budget in Draft/Rejected status, Add/Edit Service authorization, Delete Service Authorization in Budget with Draft/Rejected status. Add Review.

7 Budget Budget Special Budgets in Draft/Rejected/Changes Rejected and d status, /Reject Budgets in Pending Approval/Pending Changes Approval status. Budgets in Draft/Rejected/Changes Rejected and d status, /Reject Budgets in Pending Approval/Pending Changes Approval status. Create Amount Review Create, Edit/Delete/Submit IBA Exeption in Draft/Rejected status, Edit/Delete in Pending Approval state, d/deleted. Add Amount. Add Review to Draft/Rejected/Pending Approval. /Reject Pending Approval. IB Unit Tracking IB Unit Tracking IB Unit Tracking Create/Delete IB Unit Tracking. IB Unit Tracking. IB Provider Service Auth. IB Provider Service Auth. Acknowledge Accept Service Authorizations sent by Oversight for linked Individuals. IB Provider Unit Tracking IB Provider Unit Tracking Create IB Provider Unit Tracking Submit Create/Delete IB Unit Tracking for Linked Providers. IB Unit Tracking for Linked Providers. Common Roles Enable Search Beyond 13 Months Enable Calendar Enable GER Abuse/Neglect Create Access on Discharged or Deceased Individuals Allows User to search beyond 13 months. Allows User to access Therap Calendar. Allows User to access data for Abuse or Neglect type GERs. Allows User to access Discharged or Deceased Individuals. SComm Roles Enable SComm Multi Provider SComm COIS SComm Allow to exchange SComm messages with everyone within that particular Provider. Allow to access SComm messages for both Oversight Agency and Linked Providers. Allow to send SComm messages for the shared individuals of the Cross Providers. Enable Limited SComm Allow to send "General" type and Individual Care type SComm messages only to members of a Custom User Group. Enable Individual Care SComm Only Allow to send only Individual Care type SComm messages to the Users who have access privileges to that Individual.

8 Module Roles Labtest Create ISP Program Template Submit ISP Program Template ISP Program Template Referral Report Global AFT Library CDS Admin Report Library Global Template Library Create new Labtests. (The Labtest section appears in a separate area on the Dashboard. Created labtests can then be used in HT s Lab Test Result section.) Create (Save) new ISP Program Templates, Delete Draft ISP Program Templates. Create (Save) new ISP Program Template, ISP Program Templates, Delete or Discontinue ISP Program Templates. ISP Program Templates. Provides access to Regional Dashboard for Referral provides Detailed Referral Reports of Individuals of a particular region to Oversight Agency users of ND assigned to that Region. Access to Global Attached Form Template Library. For CDS Administrators. Access to Custom Report Library. To import s from the Global Template Library and submit s to be published in the Global Library. TMS Roles Setup TMS Schedule Session Manage Instructor Manage Supervisor Publish Session Result Assign Curriculum Signup Trainee to Session Certify Trainee for Class Report History Conduct Session Create/Update Class, Course and Curriculum. Create new Sessions; where a user needs Manage Instructor role to create an instructor, Update existing Sessions. Add Instructor for training class, Update Instructor. Include trainees under supervision, Update/Remove supervised trainees. Publish result for any existing training session, Update results for training sessions. Assign trainees into the Curriculum, Update trainees assignment in curriculum. Sign Up trainees to sessions, Cancel Signed Up trainees from session. Certify trainees through Enter Old Certification", Certify trainees through Import Training Record from Excel. Reports on Certification (General and Detailed view) and Training Hours. the completed training sessions, /Update the entered certification for a trainee. the list of sign up trainees in the class, Publish/Update results for the instructed training sessions, Upload the required notes to conduct the training sessions. Administrative Roles Super Admin Supported Employment Tracking Admin Report Activity Tracking Allows user to reset password for users with the 'Super Admin' Role and assign the 'Super Admin' and 'COIS Admin' Roles to other users. Includes the functions for Cost Center, Wage Category, Benefit Category, Job, Employee Data. Allows user to view reports on Individuals' demographic information. Allows staff members to track any sort of activity done on the Therap forms by any user in the agency.

9 Provider Setup Individual User Custom User Group Personal Finance User Privilege Caseload Billing Shared Contact Reset Password COIS Admin Includes the functions for Role, Program, Site, Provider Preference, ISP Program Scoring Method, Splash Page and Time Tracking. Allows new Individual Intake, edit Individual Data, Add Individual(s) to Program, Import Individual from Excel, Individual Contact Report, Archived Individual Administrative Information Search. Allows to create new user, edit user Information, import users from Excel. Allows users to create different recipient groups for sending messages within an agency using the Secure Communications (SComm) module. Includes the functions for Institution, Expense Category, Merchant. Allows users to edit privileges, Admin Role Assignments, search archived user privilege. Allows users to create new Caseload and to access list of Caseloads and archived Caseloads. Includes the functions for Attendance, Billing, Electronic Billing, Professional Claim, Institutional Claim. Allows users to create new Shared Contact, view list of Shared Contacts, reassign Shared Contacts. Allows users to reset password for the users. Allows users to share information for the shared Individuals within the Cross Providers. Billing Electronic Billing Billing Claim Create Billing Claim Update Billing Claim Send Billing Claim Status Check Create new claims, view claims created by others. Update claims with Billable, Rejected, Errored, Denied, Partially Paid statuses. claims with Queued, Sent, Accepted, or Suspended statuses and view archived Professional and Institutional claims. or Send claims with Billable status. claims with Queued status. Check claims with Billable, Queued, Sent, Accepted, Suspended, Rejected, Errored, Denied, Paid, or Partially Paid state. Access and Generate Reports.