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).

Tags: , , ,

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".




Tags: , , ,


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



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.

Tags: , , , ,


uploaded word documents not showing up

by Deanna 26. August 2009 10:01

Sometimes an uploaded Word document does not instantly show up under the consumer information. If you received a confirmation that the upload successfully completed but do not see the form in the consumer's list of documents, try waiting a couple of minutes before rechecking. It's also helpful to click the "refresh" button in your browser or hit F5 on your keyboard to refresh your screen.

Tags: , , , ,

MS Office | Consumers

consumer not found

by Deanna 26. August 2009 09:46

When you click on "consumers" from the main menu, by default you are viewing the list of active consumers. If you search for a name and see a message that no documents were found, select the list of discharged consumers at the top of the page. Your supervisor or site administrator can view this list if you do not currently have viewing privileges, and in addition a site administrator is the only one who can move the consumer from discharged to active by filling out a Reactivation Form.

Tags: , ,


red items on billing details report

by Deanna 26. August 2009 09:36

Line items on billing details that appear as bold red text indicate an automatic adjustment to authorization units.

Here's an example: the maximum billable units for H2022 is 1 per day, or one 2-hour session. A counselor processes a note for 2 units /4 hours on an H2022 service, so the system goes ahead and deducts the ONE allowed unit for the consumer to account for the discrepancy.

Contact your site administrator or supervisor about specific questions related to services/rates and authorization allowances.

Tags: , ,


missing caseworks toolbar in word

by Deanna 26. August 2009 06:32

In order to upload Word forms to the system, you must install the Office Add-In for Word 2003 or 2007 (depending which version is installed on your computer). Instructions for Windows XP users:

1. login to CaseWorks Web

2. from the main screen, click "downloads"

3. users whose organizations use digital signature pads can select Office Forms Add-in for Office 2007 w/ Signatures - Beta or Office Forms Add-in for Office 2000/2003 w/ Signatures - Beta  . I recommend trying this version even if you're not using digital signatures at this point.

Alternately you may choose the non-beta version: Office Forms Add-in for Office 2007 or Office Forms Add-in for Office 2000/2003

4. After clicking on the link, select "run" and follow the prompts to complete installation.


Open Word 2007 and you should see a new ribbon: "CaseWorks Web." If you are using Word 2003 and do not immediately see the new CaseWorks/IW Forms toolbar, you may need to select it from the View > Toolbars menu.






Tags: , , , , ,

MS Office

User Access Viewer on Vista - Pegasus Error

by Matt 26. August 2009 06:30

A user may encounter a dialog box upon running the User Access viewer telling them about a Pegasus licensing issue.  To fix this complete the following steps:

  1. Click the Microsoft Logo in the bottom left corner.
  2. Select All Programs
  3. Select Accessories
  4. Right-click Command Prompt
  5. Left-click Run as Administrator
  6. Click Continue
  7. Type bcdedit /set {current} nx AlwaysOff and press Enter
  8. You should see The operation completed successfully
  9. Close the command prompt window
  10. Restart your computer

Tags: , , ,

User Access Viewer

Unable to open User Access Viewer, no error message on Windows XP

by Admin 26. August 2009 06:17

Remove data protection from the operating system:


No-execute and execute protection are all names for DEP. This process feature increases security, but may cause problems with certain programs.

Several OSs have no-execute or execute protection. Microsoft has added this as well in SP2 with data execution prevention (DEP). This precents code execution in memory regions already marked as storage. This is a powerful tool against buffer overrun exploits.

If a program is failing and you want to disable DEP to see if that is the cause. Here are the steps. (Just disable DEP for the program in question… don’t disable it for your whole system.)

    1. Click Start
    2. Select Control Panel
    3. Select System
    4. Click the Advanced tab
    5. In the Performance region select Settings
    6. Click the Data Execute tab in the dialog box that opens
    7. Select Turn on DEP for all programs and services except for those I select
    8. Click Add.
    9. The open dialog box will open. Browse and select your application.
    10. Click Open
    11. Click Apply
    12. Click Ok
    13. Reboot


Tags: , , ,

User Access Viewer