wrong vendor in authorization

by Deanna 4. September 2009 07:19

You cannot change the vendor if the authorization was a manual entry. Either (1) delete the authorization from the system or (2) change the amount of units to "0" so it will total out, then create a new authorization using the correct information.

- Click "authorizations"

- Select the consumer from the dropdown list of names.

- Choose "Billing Units Management" at the top of the screen.

(1) Click the "x" icon to delete the entry.

or

(2) Click the blue arrow to the left of the incorrect authorization. Enter - (minus) the number of available units in "modify". Enter a reason for making the change. Confirm that remaining units is now 0. Create a new authorization using the correct information.

Tags: , ,

Authorizations

administrative reports access

by Deanna 4. September 2009 06:50

The following steps will allow a user to view administrative reports (this must be performed by a site administrator):

1. Choose "Configuration" from the main screen.

2. Highlight a user name in the left-hand column.

3. Once the name is selected, click to place a check in the box beside "Give user administrative reports access."

4. Click "update user".

The user will be able to view all reports once this change is made, but as long as he/she is still checked off as a user, no other administative privileges will apply.

Tags: , , , , ,

Administrator | Administrator | Reports | Reports

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

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 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

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

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.

Tags: , , , , ,

MS Office