progress note disapears when selected

by Greg 28. August 2009 05:34

Problem:  After selecting continue the window disapears.

Solution:

1) Within Internet Explorer, goto  --> Tools --> Internet Options --> Privacy tab --> within the Popup blocker section select "Settings" --> Add  -->  https://caseworksweb.com

Tags:

Login

login error in Word 2003

by Deanna 27. August 2009 10:29

In Word 2003, you must hit ENTER on your keyboard after typing your password into the CaseWorks toolbar. Then hit "login", "import", fill out form, then upload as normal.

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MS Office

Internet Explorer's Pop-up Blocker Blocking Add Session

by Matt 27. August 2009 09:50

When trying to Add a Session, Internet Explorer will close all the smaller windows and bounce you back to the Main Menu.  This issue is caused by Internet Explorer's pop-up blocker settings.  To fix this issue, please follow the steps below:

  1. Click Tools in the toolbar of Internet Explorer
  2. Click Pop-up Blocker and then click Pop-up Blocker settings
  3. Type http://www.caseworksweb.com into the box at the top
  4. Then click Add and then click Close

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how to delete a form

by Deanna 27. August 2009 06:14

Deleting a form is a two-step process that must be performed by the site administrator. This will permanently remove a form from the system so if there's any doubt as to whether to delete it, don't.

1. In the list of consumer documents, click the "x" icon beside the magnifying glass to the left of the form you want to delete. A confirmation box will appear, select yes/continue. Now you have marked the form for deletion.

 

2. From the main screen, enter the configuration section. Click "management console". Look at the calendar on the right. By default today's date is selected. Click "show images to remove" and once again click the "x" icon beside the document or form you wish to remove from the site.

 

 

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Forms | Administrator

Trouble with Non-Beta Word 2003 Plugin

by Matt 27. August 2009 06:01

If a user is experiencing trouble with the non-beta version of the Office 2003 plugin. Install the beta version version via the instructions below:

XP

  1. Go to the Main Menu of the CaseWorks Web website
  2. Go to the Downloads section
  3. Click the link that says Office Forms Add-in for Office 2000/2003 w/ Signatures - Beta
  4. Choose Run
  5. Click Extract
  6. Click Install for the Microsoft Shared Add-in installation
  7. Click through the installation by clicking Next and then Install.

Vista

  1. Go to the Main Menu of the CaseWorks Web website
  2. Go to the Downloads section
  3. Click the link that says Office Forms Add-in for Office 2000/2003 w/ Signatures - Beta
  4. Choose Save
  5. Browse to the location you saved the file to
  6. Right-click the installation package and then left-click Run As Administrator
  7. Click Extract
  8. Click Install for the Microsoft Shared Add-in installation
  9. Click through the installation by clicking Next and then Install.

Usage: When using the Word 2003 non-beta add-in, be sure to ALWAYS tab between the username, passoword, and login button.  If you do not, the box will not retain the information you have typed into it and will give you a login error.

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Scanning

by James 27. August 2009 05:54

If you are trying to scan documents into caseworks web you need to make sure that your scanner is Twain compliant. The best way to go about that is to make sure that you have all the drivers fully downloaded to the computer from the manufacturer in reguards to the scanner.

Tags:

General

treatment plans posted before getting approved

by Deanna 27. August 2009 05:17

Treatment plans and progress notes are posted to the consumer's chart right away. Shouldn't they get approved first?

No, each processed form is posted before approval so that you may see what has taken place for each consumer, and so that you may make changes as deemed necessary by yourself or an approver. You can see whether or not the form has been approved by checking the document list from the consumer's general info screen, or by checking the approval section > my approved forms (from the main screen).

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Consumers | Forms

pop-up screen at login

by Deanna 26. August 2009 12:13

Users who do not exit the site by clicking "sign out" at the main screen must enter his/her password twice when logging onto the site next time. As an added security measure, the user will see this pop-up window: (see screenshot)

This screen will not prevent users from signing in - it just emphasizes the fact that either the user didn't sign out as described or another person is currently logged in as that user. Simply retype the password in the space provided and click "continue".

 

 

 

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Login

Not receiving my approvals

by Greg 26. August 2009 10:40

If you are not receiving your approvals:

1) Check with you local Admin (if you are the admin go to 2)

2) Confirm that the the approver is assigned to the appropirate approval group

3) Confirm that the consumer is assigned to the appropriate approval group

Tags:

Approvals

multiple client information sheets

by Deanna 26. August 2009 10:31

Editing or updating the client information sheet creates an additional form in the consumer's documents. Each time you update, the new form does not replace the old, so you always have a trail and can view old info as necessary (for example, former guardians or old addresses). Client information that appears on the consumer's general information screen or populates onto other forms only comes from the current, most recent form; there is no conflict with previous details on old forms.

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Consumers