 melguz
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| Joined: 05 May 2020 |
| Total Posts: 19 |
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Appts matching case visits
Posted: 14 Aug 2020 03:18 PM |
| We've been using eKYROS a couple months now, and we've had some issues remembering to use the quick intake form to enter a case visit and services received instead of using the "forms" in the client file. The services are then captured under the last case visit which is not the correct date the services were provided. I'm looking for an easier way to check whether case visits and appointment dates match other than going back through the schedule to look at this manually. Thank you! |
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Re: Appts matching case visits
Posted: 14 Aug 2020 04:59 PM |
Hello Melguz,
Thank you for reaching out! This sounds like a training issue that needs to be addressed with staff to ensure they properly utilize the intake quick form for every visit/data entry. To audit during this learning curve my suggestion would be to run the Appointment Visits Statistic by Status, click on the total for Show, you can then run the Client Visit Statistics and click on the total and finally compare the 2 lists to ensure everyone who had an appointment with the status of SHOW also have a matching case visit for the same date. I have included training video link below you can share with staff regarding the Quick Form.
Training Video: Using the QuickForm to Speed Up Data Entry
https://www.ekyros.com/CP/Videos/Html5/
ClientManagement/WorkingWithClientFiles/
WorkingWithClientFiles_Vid007.01_QuickForm/
WorkingWithClientFiles_Vid007.01_QuickForm.html
Blessings,
Ashleigh |
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melguz
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| Joined: 05 May 2020 |
| Total Posts: 19 |
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Re: Appts matching case visits
Posted: 19 Aug 2020 09:43 AM |
| Thank you, Ashleigh! It sounds like those reports may be helpful. |
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