Progress Notes for TOTS - 06/21/2013

Type of Change

Pages /Reports Applied

User Affected

Change Description

New Upgrade password security measures. All 1). Users’ passwords will expire after 90 days. After expiration, the user must change passwords in order to access the home page.

2). When users change their passwords, they can’t revert to any of the previous 10 generations of password.

3). Users must modify at least four characters when changing password. For example, if the previous password was Goodmorning1? it cannot be changed to Goodmorning12! since there are only 2 characters changed.

4). The length of password is eight characters at least, twenty characters at most.

5). The password must include at least one upper case letter, one lower case letter, one number and one special character.
New Home SA Add Record Review Dropdown List.
New TIBS Insurance HUB SA & Agency Admin 1). Insurance claim process.
2). Insurance claim report.
3). Insurance pending claim report.
New 75 Day Report on Last Provider Matrix Update SA This report lists all provider users who are 75 days since their last provider matrix update as of the report generation date. This will allow the State administrator to email users close to 90 days to remind them.
New User Deactivation Report SA 1). Add a date field following #15 on Find/Edit User Update screen entitled “Planned Termination Date”. Add note “This user’s access to TOTS will terminate on this date.”

2). Create a User Deactivation Report for State Admin users so staff can manually deactivate users.

New

Provider Matrix Printout

All

when the provider search results are displayed on the Provider Matrix Screen that would allow the user to print more than one bio sheet at a time. Allow user to check the ones wanted and print all.

Improvement

User Edit

SA

Make "NOTE" on the User Information section (top section) of the Edit/Find User Screen invisible for all users except State Administrators.
Improvement Family Assessment, IFSP, IFSP doc and IFSP Previous SA, DA, SC Move the Identification of Natural Environments from the Family Assessment section and make it a separate text box underneath like #5 is now. It would become # 5, and all other items would be renumbered. This question would also need to be removed from the Family Assessment Screen and Report. Also this change needs to be made on the printed IFSP and Family Assessment Report.
Improvement Child level screens All Add Age-in-month data after Child-Name+DOB on each page.
Improvement Medicaid Review SA Improvement: Medicaid Review - Add checkbox "Search across all files for one child" after child Id. This will allow user to check remittances for a specific child. If checked, then hide "Select Remittance File" line, "Select Remark Code" line and "Select Claim Status" line. If unchecked, then display these 3 lines.  "SEARCH" button will validate and make sure child id is entered if the checkbox is checked.
Improvement Add User SA Add training log to appear on the [Add User] page, just like that on the [Update User] page.
Improvement Financial Support SA, DA, SC PolicyHolder's Name: Currently there is only one textbox. We split it into 4 textboxes: First Name, Last Name, Suffix and Middle Name.
Improvement Provider Matrix All Added search options for both in network and credentialed insurance companies.
Improvement Add user/ Edit user/ Agency SA Make NPI number required.
Improvement Account Payable All Add the insurance info (insurance carrier name, date of coverage termination)to the child info at the top of the Account Payable Screen.
Bug Fix Provider Matrix All Provider Matrix: TOTS is not pulling the districts served onto the Matrix-everybody's Provider Information Detail page says "NA" for #10, Districts.