Editing a Consumer's Client Information/Face Sheet

by Matt 2. September 2009 07:30

Editing a Client Information sheet is the same process as editing any other form. To do this, complete the following:

  1. Go to the Consumer section of the website
  2. Find the consumer, open the consumer by clicking the magnifying glass beside the name
  3. Once the patients information is up, click on Documents at the top
  4. Find the Client Info sheet and click Edit Form out to the right of it.

    -or-
  1. Go to the Add Session screen
  2. Select the Unique ID
  3. Select the Client Information/Face Sheet form
  4. Click Continue
  5. It will warn you that the Unique ID already exists
  6. Click OK, and you will see the Consumer's current information

Tags: , , , ,

Consumers | Forms

practice processing and uploading

by Deanna 2. September 2009 06:54

When you're first getting started on the site, it's a good idea to practice processing forms by using the trainer ID that's been entered in the system as a dummy. From the add session screen, choose Greg, James, Matt or Deanna from the consumer dropdown list then select your form. Practice all you want till you feel like you've got the hang of it and are ready to begin uploading real info.

Tags: , , ,

Forms

ActiveX Install Loop During Approvals

by Matt 2. September 2009 04:50

If you have not completed the installation of the Audio Note ActiveX control, you will be prompted to install it the add-in every time a note populates the approval area.  For example, if you have two-hundred notes that need approval, you will be prompted two-hundred times to install the add-in.  This leads to a loop of sorts that you will have to click OK two-hundred times before you can remedy the situation.  If you get stuck in this loop, the only solution is to manually end Internet Explorer's process via the task manager and then change your ActiveX settings to allow the installation to take place.  To do this, complete the following steps:

  1. Right-click your Taskbar running along the bottom of your screen
  2. Left-click Task Manager to look at your running applications
  3. Click the Applications tab
  4. Click any instance of Internet Explorer in the list
  5. Click End Task

Once you have closed Internet Explorer, you need to change your security settings to allow the install to complete.  To do this, follow the instructions below:

  1. Open Internet Explorer
  2. Click Tools and then Internet Options
  3. Click the Security and then click Custom
  4. Scroll down until you see the ActiveX controls and plug-ins section
  5. Find Download unsigned ActiveX controls
  6. Put the dot in Prompt radio button
  7. Click OK and then OK again
  8. Restart Internet Explorer

Now, go to Approvals section of CaseWorks and you will be prompted to install the Audio Note feature, but now you should be able to complete the installation.

Tags: , , , , ,

Internet Explorer

Cannot Install ActiveX Controls

by Matt 2. September 2009 04:35

Some pages on CaseWorks web will prompt you to install an ActiveX control.  When you are prompted via Internet Explorer's Information Bar, you right-click the bar and left-click Install.  Sometimes, this will fail and you can enable the ability to install our ActiveX control by doing the following:

  1. Click Tools and then Internet Options
  2. Click the Security and then click Custom
  3. Scroll down until you see the ActiveX controls and plug-ins section
  4. Find Download unsigned ActiveX controls
  5. Put the dot in Prompt radio button
  6. Click OK and then OK again
  7. Restart Internet Explorer

Now, you should be able to right-click the Information Bar, select Install, and it will allow you to click Install for the installation dialog box.

Tags: , , , , ,

Internet Explorer

Cannot Print from Adobe Reader

by Matt 2. September 2009 03:30

If you experience trouble viewing or printing a note from Adobe Reader, try reinstalling the application from Adobe Reader

Tags: , , , , ,

Cannot Find a Client

by James 1. September 2009 11:09

If you cannnot find a client in the system there could be a couple reason why.

 

1. The client may discharged and not active in the system.

2. The client could not have been add to the system yet.

3. The client could be add in a case load group.

4. The client could have been permanently removed from the system.

5. The client could have been assigned to a certain Counselor and only that Counselor can see that client

 

Tags: ,

Consumers

Cannot Give a Reason for Rejection

by Matt 1. September 2009 08:57

If you reject a note during the approval process, you are required to give a reason for rejection.  Sometimes, Internet Explorer will prevent the window from popping up and requesting input.  To remedy this situation, do the following:

  1. Click Tools and then Internet Options
  2. Click the Security and then click Custom
  3. Scroll down until you see the ActiveX controls and plug-ins section
  4. Find Initialize and script ActiveX controls not marked as safe for scripting
  5. Put the dot in Prompt radio button
  6. Click OK and then OK again
  7. Restart Internet Explorer

Tags: , , , , ,

General

Adding Progress Notes

by James 1. September 2009 04:27

There are three must haves in order to be able to Process a Billable Document in Caseworksweb.

 

1. There must be an Authorization in the system

2. Your Note needs to have the correct date on it which means it has to fall into the authorization start date and end date

3. You have to have the correct service code on the note for it to be processed.

 

Tags: , , , , , , , , ,

Forms | Forms

Newly Added Consumer not in Add Session Consumers List

by Matt 31. August 2009 08:09

If you have entered a new consumer into CaseWorks and they are not showing up in the Consumer's list for Add Session.  Make sure you have refreshed the Add Session screen to update the list with the new Consumer.  To do this, close the Window and Click Add Session again, or refresh the page by pressing F5.

Tags: , ,

Consumers

Disabled Word Add-in

by Matt 28. August 2009 11:34

If you've installed the CaseWorks Word Add-in and it is not showing up, follow these instructions for making it return.

Word 2003

  1. Click Tools and then Toolbars
  2. Click IWOFFICE and your toolbar should appear

Word 2007

  1. Click the Office Logo in the top left
  2. Click Word Options
  3. Click Add-ins
  4. Click the drop down box towards the bottom and select Disabled Items
  5. Click IWOFFICE2007
  6. Click Enable

Tags: , , , ,

MS Office