Quick Reference Guide to Roles for Therap Applications

Transcription

1 Quick Reference Guide to Roles for Therap Applications Contents T Log... 2 General Event Reports (GER)... 2 Behavior Event Reports (BER)... 2 Individual Service Plan (ISP)... 3 ISP Template Library... 3 Individual Plan for Protective Oversight (IPOP)... 3 ISP Plan... 4 Individual Data Forms (IDF)... 4 Emergency Data Form (EDF)... 4 Health Tracking (HT)... 5 Behavior Plan (BP)... 5 Medication Administration Records (MAR)... 5 Personal Finance Account... 6 Personal Finance Transaction... 6 Billing Attendance... 6 Billing Service Authorization... 7 Billing Data... 7 Billing Electronic Billing... 7 Staff Scheduling (Weekly/Master)... 8 Supported Employment Tracking... 8 Management Summary

2 T Log T Log Entry T Log View T Log Delete T Log Update Submit T Logs, Add Follow-up View T Logs Delete any submitted T Logs Update / Edit any submitted T Logs General Event Reports (GER) GER Submit Save or Submit GERs, make changes to Returned GERs (Delete saved or returned GERs that were created by the user himself.) GER Review GER Approve GER Med Error Approve GER Death Approve GER Followup GER View GER Delete GER Witness Add review comments or Attach file to a GER that is Pending Approval/In Prep/Returned Approve or Return submitted GERs (Cannot approve GERs with Med Errors or Death events) Approve GERs that have Med Errors reported Approve GERs that have Death events reported Add follow ups or Attach files to an Approved GER View Approved GERs Delete GERs When assigned, the user can be selected as a Witness for an event Behavior Event Records (BER) NOTE: Submitted forms are automatically approved in Behavior Event Records (BER). BER Submit BER View BER Delete Save or Submit BER forms View approved BER forms Delete saved or submitted BER forms 2

3 Individual Service Plan (ISP) ISP Submit Save or Submit ISP Programs, Apply any ISP Templates to ISP Program ISP Data ISP Approve ISP Update ISP Delete ISP View ISP Report Save ISP Data Form (Enter data using ISP Program) All capabilities of ISP Submit + Approve ISP Programs View Acknowledgement / Pending Acknowledgement Report, Update ISP Data Update approved ISP Programs Delete or Discontinue ISP Programs, delete ISP Data forms, view deleted or discontinued ISP Programs View Approved and Discontinued ISP Programs Create clinician and programmatic reports from ISP Data ISP Template Library NOTE: To use the ISP Templates in ISP Programs, the user needs the respective ISP roles (please see ISP Submit / ISP Approve roles). ISP Library Submit ISP Library Approve ISP Library View Create (Save) new ISP Template, Delete Draft ISP Templates Create (Save) new ISP Template, Approve ISP Templates, Delete or Discontinue ISP Templates View ISP Templates Individual Plan for Protective Oversight (IPOP) NOTE: IPOP module uses IDF roles. IDF Submit IDF Approve IDF Update IDF View Save forms, Edit Saved forms, View Approved/Deleted/Discontinued forms All access of IDF Submit + Approve or Delete Saved forms View, Update, Discontinue Approved forms View Approved/Deleted/Discontinued forms 3

4 ISP Plan ISP Plan Submit ISP Plan Approve ISP Plan Update ISP Plan Delete ISP Plan Review ISP Plan View Save or Submit ISP Plans, Delete Saved (Draft) forms, View Submitted (Pending Approval) and Approved forms Approve or Delete ISP Plans, Return ISP Plans to Submitter, Discontinue ISP Plans Update or Discontinue Approved ISP Plan forms View deleted or discontinued ISP Plan forms (Please note, this role alone does not allow the user to delete any ISP Plan form.) View Approved forms and Edit Review section of the forms View Approved ISP Plan forms Individual Data Forms (IDF) IDF Submit Save or Submit new forms, edit Returned forms IDF Approve IDF Update IDF View Same as IDF Submit + Approve or Return to Submitter option for submitted (Pending Approval, Updating, or Pending Update Approval) forms Save or Submit forms with Approved, Updating, and Returned to Updater status (Note: When an IDF form is Returned to Updater and the updater Saves the form, it has the Updating status.) This role also allows the user to view forms that have Updating status by others. View any form after it has been Approved at least once (forms with Approved status, or other status after Approved) Emergency Data Form (EDF) NOTE: EDF takes information from the IDF, no separate roles are needed to create EDFs. EDF will only show information from Approved IDFs. The following roles are needed to View Approved EDFs: EDF View EDF Printable View EDFs Same as EDF View + The ability to Mark EDFs as Printed 4

5 Health Tracking (HT) NOTE: Submitted forms are automatically approved in Health tracking (HT). HT Submit HT Update HT View HT Delete HT Review Health Care Reports Labtest Create Behavior Plan (BP) BP Submit BP Approve BP Update BP Delete BP View Save or Submit new HT Forms (Delete saved or submitted HT forms that were created by the user him/herself.) Update (Edit) Saved or Submitted HT Forms, Discontinue HT Forms, View Reports for different sections, View Monthly/Detailed Reports View Submitted HT forms, Section Reports, Monthly/Detailed Reports Delete saved or submitted HT forms Use HT Review feature Generate reports using Approved/Discontinued HT Forms, approved Individual Data Forms (IDF), and approved GERs Create new Labtests. (The Labtest section appears in a separate area on the FirstPage. Created labtests can then be used in HT s Lab Test Result section.) Save or Submit forms Same as BP Submit + Approve, Return to Submitter, Delete forms Update (Save/Submit) Approved forms, edit forms with Updating (saved) status Delete or Discontinue any BP form View any forms after it has been Approved at least once (View forms with Approved/Updating status) Medication Administration Records (MAR) (Health Tracking (HT) roles used.) HT Submit HT Update Save forms, Add Cell, Generate and View Reports (Schedule and Existing Cells are Read only) Same as MAR Submit + Add Schedule, Delete Cell, View Archived Forms HT View View forms, Generate and View Reports 5

6 Personal Finance Account NOTE: Submitted forms are automatically approved in Personal Finance Account application. Discontinued Personal Finance Account forms can be activated again. PFin Account Create PFin Account Update PFin Account View PFin Account Delete Save or Submit PFin Account forms, View Approved (Submitted) and Archived forms Same as PFin Account Create + Update Approved (Submitted) forms View Approved (Submitted) forms Discontinue Approved forms, Activate Discontinued forms Personal Finance Transaction PFin Transaction Create Enter/Record a transaction, View entered transaction PFin Transaction Update PFin Transaction View PFin Transaction Delete Update entered (submitted) transaction, Generate Reports View entered (submitted) transactions, Generate Reports Delete entered transactions, Generate Reports Billing Attendance Attendance Submit Attendance Approve Attendance Update Attendance View Enter attendance data Approve attendance data, Submit attendance data for billing Edit submitted (in prep) or approved attendance data View submitted or approved data 6

7 Billing Service Authorization Service Authorization Submit Service Authorization Approve Service Authorization Update Service Authorization View Save or Submit Service Authorizations, Delete saved Service Authorizations Same as Service Authorization Submit + Approve or Delete submitted (Pending Approval) Service Authorizations Update or Discontinue approved Service Authorizations, View Discontinued Service Authorizations View approved Service Authorizations Billing Data Billing Data Submit Billing Data Update Billing Data View Create or Update Billing Data Update Billing Data (update data entered by others too) Perform Billing Summary Search Billing Electronic Billing Billing Claim Create Create new claims, view claims created by others Billing Claim Update Billing Claim Send Billing Claim Status Check Update claims with Billable, Rejected,Errored, Denied, Partially Paid statuses. View claims with Queued, Sent, Accepted, or Suspended statuses. View or Send claims with Billable status. View claims with Queued status View claims with Billable, Queued, Sent, Accepted, Suspended, Rejected, Errored, Denied, Paid, or Partially Paid state. 7

8 Staff Scheduling (Weekly/Master) SSW/SSM Submit Save schedule SSW/SSM Approve SSW/SSM View Same as SSW/SSM Submit + Approve or Discontinue saved schedules View approved schedule Supported Employment Tracking Admin Save and Update Cost Center, Wage Category, Benefit Category, Job, Employee Data Submit Approve Update Delete View Job Rate Assignment Submit Create Wage Record Calculate Pay Period, Approve Pay Period Update Wage Record Editable or Delete created Wage Record View Created, Approved, Deleted Wage Record Assign Job Rate Management Summary GER Management Summary BER Management Summary Staff Management Summary Generate Management Summaries Report on GER Generate Management Summaries Report on BER Generate Staff(User) Reports 8