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