Viewing User Profile for: keithf
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Joined: 05-21-2008 12:52 PM
Last Login: 01-24-2017 12:27 PM
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 Post Statistics
keithf has contributed to 94 out of 7,491 total posts (1.25% of total).
Most Recent Posts:
Deleting staff volunteers 1/24/2017 1:28:33 PM   (Total replies: 1)
Our center has grown and volunteers come and go. We were doing maintenance on our volunteer list and found we were prohibited from deleting invalid/inactive volunteer records with a message "Cannot delete record. The file has follow-up tasks assigned. You must remove or re-assign all follow-up first." I did a followup report for the selected volunteer to see if there were any incomplete followups, ie., that needed work to be complete. There were none. All followups were in the complete ...

Re: Who altered a client file? 7/13/2013 3:22:22 PM   (Total replies: 1)
Ashleigh, The CASE VISIT form also provides this file tagging or status bar as you say. I still have an issue with the validity as I did originally. We have begun to permit other users to enter CLIENT data. To ensure correct data is entered, I am doing validity checking of each entry while they are 'learning'. Today, I am checking files and I see an error in a field on the Case form. I click edit to see who entered the data (I need to make them aware of the error) - It has MY name ...

Re: Who altered a client file? 4/4/2012 6:12:42 PM   (Total replies: 1)
OK. I was wondering because I always see my name. Other people, I believe, have been entering outcome results and I don't know who it is. When I enter the edit mode, I see my name at the bottom of the record. We record a note on the 'follow-up' form when the data is entered. I don't see the note on the form but the outcome has been recorded. It may be the counselors are entering more than one follow-up. I need to get t the bottom of the issue. It wastes my time.

Re: Who altered a client file? 4/5/2012 2:50:15 PM   (Total replies: 1)
I am supposed to be the only one who is entering data. That is the reason I am writing to you to ask for help in determining who else is doing the updates. Action of events: I have a stack of Follow-ups to enter. I locate the client record. I open the case. I look at the Outcome area and it has already been entered. The form is not flagged as 'recorded'. SO, I don't believe I did it. When I open the Outcome edit screen, it has my name at the bottom. If I didn't do it, who ...

Re: Who altered a client file? 4/5/2012 3:29:34 PM   (Total replies: 1)
That helps!

Who altered a client file? 4/4/2012 3:36:58 PM   (Total replies: 1)
Is there a way to determine the last person who altered a client file in Client Management? I know I can see my name on the last line of a record when in 'EDIT' mode.

Re: Who altered a client file? 5/1/2012 7:02:17 PM   (Total replies: 2)
I have done some more investigating and I don't see a good way for me or anyone else to make the determination of "who changed a file". I need more help. I think this is a feature that needs to be implemented. The signature must be there someplace - "last altered by NAME". Even in Microsoft WORD, the author can be found in the file properties. Is there a way to poll the community about this? Has anyone else raised the question? We do control our users BUT there will be a time when ...

Re: Increase of number of Clients for Verification of Pregnancy 7/7/2013 2:29:20 PM   (Total replies: 1)
I have noticed that you added an opportunity to alter/edit the "purpose of the visit" pull down in the next release. This will facilitate tracking of the 'VOP' clients which was the purpose of this inquiry. Thanks for being proactive in making this function available. You are great.

Re: Increase of number of Clients for Verification of Pregnancy 5/14/2013 11:51:26 AM   (Total replies: 2)
Yes, thanks for your advice. The report works. You do have to have a case visit within the date range. I did not check that when I ran the test. One must understand so much about the program. It will not track if you only have a client file created with no 'visit'. Good job!

Increase of number of Clients for Verification of Pregnancy 5/9/2013 5:14:10 PM   (Total replies: 2)
Our state (NC) has passed new abortion laws. We are seeing an increase in clients coming in for VOP, verification of pregnancy, only. We would like to track that activity but see no way to enter the data except in the sonogram form in 'client referred' but don't see a way to pull the specific data. Another way is on the appointment category and pull that data on the appointment statistics then manually subtracting the VOP from 'real' center activity. Can you help?

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