Enterprise Information System (EIS) - EIS Communicator - November 05, 2003
EIS - The Maine Documentation
November 05, 2003
Good News Update
By now everyone should have heard that several important changes are now active in the EIS. These changes welcome additions to the system and enhance everyone’s use of the system. I want to thank the OIS staff for their diligent work in getting us to the next stage of development. Below is a summary of the new additions to the system.
1. Relationship Addresses and Telephone Numbers
A patch to the system gives everyone the opportunity to now add the needed addresses and phone numbers to any person list on the client’s relationship list page. To add an address or correct one, click on the name of the related person and a date field will open so that you can open the address page and make the address change. You may add a legal residence address as well as work, seasonal, and other addresses for the related person. You will need to enter each address separately. There are also listings on the address page for telephone numbers – primary, secondary, mobile, fax and other. The legal address and primary telephone number will show on the Client Information Report #87. This address capability is a significant help to everyone.
2. Notes End Dates Added
End dates have been added to all MR note types including MR General and MR Crisis Contact Notes. The effect of adding these end dates allows the “Date Range Filter” on the notes list page to work. This will facilitate finding particular notes that are needed.
3. Notes Printing
There are four working reports related to notes. The first report is the “Note Detail Report” is a printer friendly that works from the printer friendly button after the selected note is open. The second note is the “Note Report with Custom Fields” that is also a printer friendly but for the MR Crisis Contact Note. It also works from the printer friendly button once the crisis note is open. Right now the note prints it custom fields in reverse order but this will be corrected soon.
The third report is the “Notes Parameter Report” that prints a date range of notes. Right now you will find this report in the “Reports” Component listed in the main EIS Menu on the left hand side of the screen. You will need to anchor on the client for whom you wish to run the note range report. Then go to the Reports Menu and run the “Notes Parameter Report” for the client by setting the date range to be covered. The Note Range Report now listed in the printer friendly does not work but will be replaced by the “Note Parameter Report.”
Finally, the “Notes by Client/ISC Report” is a summary listing report that lists notes over a date range in client’s record. This list can be for all notes or can be a list of a particular note type, i.e. MR General Note, MR Planning Note, or MR Crisis Contact Note. This report will help ISC know if all their notes are in for the date range selected and it also allows regional supervisors to monitor ISC’s performance in note documentation.
4. MR Services and Supports Assessment
This assessment generates several reports that describe services being received and the unmet needs that a client may have. The replacement report for use at MR Person Centered Planning Meetings is the MR Services and Supports Individual Report. This is a printer friendly report that is run after the MR Services and Support Assessment is open.
The “Unmet Needs by ISC” is a report that prints all the unmet needs on an ISC’s caseload. This report helps an ISC track and manage unmet needs on the caseload. The report may be run by the regional supervisor who gets an unmet needs report by each ISC supervised on the supervisor.
As a reader of this newsletter, you are asked to encourage your team members to read this newsletter to find out about changes and new procedures with the EIS. This newsletter will be the place to find the news of the moment as well as the current and future status of the EIS. EIS is here to stay, so please read these newsletters to become as knowledgeable as possible with the system through these newsletters. Thanks
Remember Notify the Helpdesk of any problems – Each problem will be sent to the appropriate OIS staff for resolution.
It is fine to copy me since I receive all MR related problems.
That’s ALL Folks – Do write, call or send smoke signals