Progress Notes for TOTS - 08/15/2012

Type of Change

Pages /Reports Applied

User Affected

Change Description

Improvement

Transition / Exit

SA, DA, SC

*Obscure “Other” on exit reason drop down list for future choice.

*Change “Moved out of state” to “Moved out of POE/State/Country” on exit reason drop down list.

Improvement

Referral

SA, DA and SC

*Removed inquiry phase and made the corresponding changes on Referral screen.

Improvement Financial Support SA, DA and SC * Add a required date field labeled “Latest Insurance Verification Date” to the Primary and Secondary Insurance sections of the Financial Information Screen.
Improvement Add / Edit user, & Provider Matrix All * Added a text box labeled CAHQ# on Add user and Edit user screens and also displayed in the provider matrix screen.
* Added a text box labeled “Insurance Details” on Add user and Edit user screens and also displayed in the provider matrix screen.
* Displayed “Availability Details” in the provider matrix provider detail screen.
Improvement Home SA and DA * Remove the inactive SC from impersonating SC dropdown list.