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How to get Alerts to display on main CareLogic screen

admin — Wed, 24 Feb 2010 17:01:55 -0500

Here are steps to get alerts to display on main CareLogic screen...
1) From the main screen in CareLogic, press the "Configure On" button
2) Press the "Add Module" button
3) At the next screen, pick "Alerts" from the drop down box
4) Press the "Add" link and Alerts will be added to the box below
5) Press the "Submit" button
6) Press the "Configure Off" button. This will take you back to the Main CareLogic screen

Thur Jan 28, 2010 Changes w/ Video

admin — Wed, 27 Jan 2010 20:40:14 -0500

Qualifacts will be releasing some changes that will be in Production Thursday Jan 28, 2010. Here's a brief description of each.

1) There will be a drop box in Service Documents that will allow staff to select different Service Documents of that type for a client. Ex. If client XYZ has 2 Memo To Charts, both of these would appear in the drop box. Selecting a different note from the drop box will refresh the screen to this note. All service documents will have this functionality.

2) There will be a drop box on the Schedule screen, which will include every active staff in the agency. Selecting a staff from this drop box will refresh the screen to that staff's schedule.

3) Staff can now schedule appointments via the Week at a Glance screen.

Click the movie reel icon below to watch a brief instructional video covering this.

Monday Jan 10 Changes - Track client name history w/ video

admin — Wed, 06 Jan 2010 20:56:57 -0500

There's will be new functionality which allow staff to track the history of a clients name (ex. marriage or divorce). This should help prevent the entry of duplicate clients.

The client's most recent name will appear all through out CareLogic, the only exception will be Service Documents, where the clients name at the time of the Service Document will show.

Go to ECR > Demographics to access the name chagne feature. This is also available on the Guarantor screen.

Click the movie reel icon below to watch a brief instructional video covering this.

Monday Jan 10 Changes - Episodes of Care w/ video

admin — Wed, 06 Jan 2010 20:52:49 -0500

The main change most staff will see is an "Episodes" button on the Client Search screen. It's IMPORTANT TO NOT click this button. Please continue to use the "ECR" button as normal.

Staff who use POE will see a small change on the wording of a button. To get more clarification about this please give me a call @ 770.429.5015.

Click the movie reel icon below to watch a brief instructional video covering this.

Education abbr added to staff name

admin — Fri, 18 Dec 2009 11:36:43 -0500

Staff with certain credentials (Para Professional, Para Professional Trainee, Supervisor/Trainee, CAC I & II, Addiction Counselor Trainee) will have education level show by last name. This will display everywhere in CareLogic.

This will be entered this weekend, so staff will notice the change Monday (12/21/09).

Service History - Organization Restriction is gone

admin — Wed, 04 Nov 2009 13:28:21 -0500

Qualifacts recently fixed the Service History screen so it now shows all services entered, no matter what organization of the staff.

Before it only showed services entered at the organization of the staff.

Alerts - Large # of Withdrawal ROI alerts

admin — Tue, 03 Nov 2009 15:33:57 -0500

Some of you may notice a large amount of unsigned Withdrawal ROI alerts, this is a bug that Qualifacts if working on. In the mean time, please ignore these alerts as they are not valid.

The fix is tentively set to be released 11/11/09.

Groups: How to add a client once a group has been marked Kept

admin — Tue, 06 Oct 2009 08:13:00 -0400

Qualifacts recently made an enhancement so a client can be added to a group once the group has been marked Kept:

1) Go to the Schedule top tab and navigate to the day of the group
2) Press the Kept button (to get to the screen where Status is updated for the group members)
3) Find a blank row at the bottom & add this client
4) Press the Submit button (which will take you back to the Schedule)
5) This client will appear w/ the rest of the group members, at the bottom of the screen
6) Press the YES button to complete the individual portion

NOTE: The collective portion does populate to the newly added client

New Feature: Client's DOB by name

admin — Wed, 16 Sep 2009 08:08:47 -0400

Starting today, the client's DOB will display by name.

Where ever the client name appears, the DOB will appear also:
- Print outs
- Top of screen once enter ECR
- Scheduler
- Frontdesk

Reminder: City/State Lookup Checkbox in POE

admin — Tue, 15 Sep 2009 16:33:00 -0400

While in POE entering a client's address...please make sure the "Do City/State Lookup" check box is selected.

Billing is not going through b/c clients only hve a zip code & this is the likely cause.

When this check box is selected, the city & state to auto-populate based on the zip code (enter the zip code and press the "Tab" key on the keyboard then the city & state will appear).

Important: Copy Address button in POE

admin — Fri, 11 Sep 2009 11:49:16 -0400

While entering client addresses in POE, it's IMPORTANT to press the "Copy Address" button if the client's Mailing & Physical Address are the same.

The reason for this, billing is not going through b/c either Physical or Mailing address are missing.

Ordering Staff on MICP Service Detail Screen

dmccomas — Wed, 02 Sep 2009 17:39:30 -0400

The Ordering Staff requested in the Service Detail section of the MICP is actually referring to the licensed staff who can sign the actual service orders. If a medical or nursing service is requested, the ordering staff must be the MD or APRN. The same is true for the new SA Intensive Outpatient Bundle and the Stabilization Unit. These require a MD or APRN order.
The mistake some staff members make is to put their own names in this slot. Unless you are fully licensed and are requesting only services that you can legally order, please do not enter your name as the ordering staff.

Groups - Problems since 7/1

admin — Wed, 08 Jul 2009 21:12:06 -0400

The July 1st changes have caused problems with the group documentation process and I'm posting this hoping it will clarify & explain how to fix.

Cause...
Starting 7/1 the old group activity codes (Group Training & Group Counseling) were split into 2 new activity codes (In clinic & Out of clinic) and the old group activity codes are no longer valid.

Who this effects...
Staff who built recurring group appointments prior to 7/1 and this recurrence spanned 7/1

Symptoms...
Once staff click None and mark the status of each client (Kept, DNS, etc...) and press Submit, there isn't a NONE button to begin the collective documentation.

Solution...
step 1: Error out remaining groups w/ old group activity...

- Schedule > Manage Recurrences >
- Press "Select" button (to the left) by any recurring group appointment that has either Group Counseling or Group Training as the Activity.
- Press the "Error Remaining Activities" button (to top left)
- Press OK at the confirmation screen
NOTE >> if there are multiple group recurrences w/ either Group Training or Group Counseling, repeat the above steps for each.

step 2: Reschedule group w/ new group activity code...

- Schedule > Recurring Group Appointment
- enter time
- choose appropriate group
- the activity drop box will look a bit different, the majority of y'all will select either one of the two choices below:
(1) Group Training non family IN clinic
(2) Group Counseling non family IN clinic
NOTE >> If there's any question about which activity to select, ask your supervisor.
- press the lite blue Recurrence tab
- enter appropriate frequency info and press "Submit"
- on the confirmation screen, check days you wish to build this group appointment
- press "Submit"

If there are still questions, please call Bryan Hoffman (770.429.5015 or 770.365.3507) and I can walk through how to fix.

MICPS-Who needs to sign what?

klevinson — Thu, 21 May 2009 15:36:15 -0400

1. The MICP does not need to be signed by the physician.

2. The only time the MICP would need a second signature would be if the staff member has to have their MICP reviewed by a Supervisor and is Required to have the Supervisor sign after review. Each program director will determine if a staff member needs their MICP cosigned by a supervisor.

On the MICP Service Detail Page
1.Below where you choose what services to order you will see: ORDERED BY……, please choose an MD or APRN only for Medical Services-Physician Assessment, Diagnostic, Nursing, Medication Administration, or Crisis Stabilization.

2.For Behavioral Health Assessment, CSI, Group, Individual, Family, Peer, PSR, Residential, or Supported Employment an LPC, LCSW, or LMFT can be the ordering staff for these services.

Treatment Plans:
1. Needs a second signature by a licensed staff: LPC, LCSW, LMFT, for Non-Medical services – Behavioral Health Assessment, CSI, Group, Individual, Family, Peer, PSR, Residential, or Supported Employment.

2. A second signature by an MD or CNS is needed for any Medical Services-Physician Assessment, Diagnostic, Nursing Assessment, Medication Administration, and Crisis Stabilization.

New Episode Tutorial

klevinson — Fri, 24 Apr 2009 12:02:06 -0400

I created a New Episode MICP tutorial and it is available on a CD if anyone would like to view it. I can create a couple of CD's per site if requested. The tutorial lasts about 20 minutes.
Please let me know if you would like to obtain this CD.
Thanks, Kay(klevinson@cobbcsb.com)

Discharge MICP Video

klevinson — Mon, 06 Apr 2009 16:48:14 -0400

Attached is a video explaining how to do a discharge MICP.
Note: The date of last service will also be the discharge date of the MICP. Do not change the start date of the MICP.

Click the movie reel icon below to watch a brief instructional video covering this.

Funding Source errors

dmccomas — Mon, 06 Apr 2009 09:40:41 -0400

Most of the errors occur when staff pick DJJ or DFACS as a funding source. There are very few clients whose bills are paid by either of these agencies. There is a difference between these agencies requiring treatment and the agencies supplying the funds to pay for them. Please choose Medicaid or State Contracted Services for these clients (whichever is correct).

Entering a Memo To Chart prior to 2/23/09

admin — Thu, 26 Mar 2009 15:28:05 -0400

If you need to enter a Memo to Chart that's prior to 2/23/09, please follow these steps:

1) Once at ECR for the client, click on Show Menu and select MEMO TO CHART
2) Click the Add a Physician/Nursing/Clinical Memo to Chart button
3) On the Schedule Service page, use the current date for Service Date and fill out the rest as normal. (NOTE: Be sure to pick Memo to Chart in the Activity drop down box)
4) Press the Submit button
5) Enter the actual date in the Narrative field, then enter rest of note as normal
6) Press the Submit button

Social Security Number

klevinson — Tue, 24 Mar 2009 16:26:40 -0400

Starting Wednesday, March 25th, you will be able to enter the
social security number in the Carelogic MICP or choose no social security number, but you will not be able to do both.
You will not be able to check no ss# and still enter a ss#.
Right now when you do this, the MICP errors out.
Also, Please do not enter 111-11-1111 or any facsimile. Wait until you obtain the real social security number or contact UM and we may be able to locate the social security number for you.

Special Characters when entering notes

admin — Thu, 19 Mar 2009 09:32:26 -0400

When entering notes (particularly Treatment Plans and any note with narrative fields) into CareLogic, please keep your punctuation simple. Refrain from using any special punctuation characters, such as "!@#$%^&*():;'<>\~`[]{}

Certain special characters have caused problems in the past, such as preventing notes from being viewed once entered and XML error messages.