HI all,

I am hoping for some guidance on workflow definitions module set-up for Clients that have not had a service in the past 60 days.  Our clinicians would like to be notified when a client reaches 60 days with no service so they can complete the "Discharge".  We have tried running report 3140 "Inactive Clients" but would prefer an automated notice to clinicians.  Some of our clients are enrolled in multiple programs or have multiple staff associated with the client.  We typically have the outpatient MH program and outpatient MH staff person as primary.  Clients that are enrolled in School LInked Mental Health (SLMH) are listed as Primary (if no outpatient MH program/staff) or Non-Primary (if the client has a primary outpatient MH program/staff).  Has anyone set-up workfows with multiple rules or do you just separate this into 2 workflows based on program?  Any help or ideas/suggestions is greatly appreciated!

Workflow Type: Client Workflow

Workflow Rule: No service in the past 60 days

Workflow Trigger: Days without service

Days: 60

Assigned Staff: Primary staff associated with Client or Non-Primary staff associated with Client

For other agencies that are using kiosks to secure client paperwork, I'm curious to know what your experience has been.  Today our kiosk sessions were interrupted with a "failed to save" message where the client could not do anything further (and their progress was lost).  Just wanting to know if this is only happening in our system or if others are also struggling with this.   (our staff are also being logged out and back to the login screen with no warning or error message)    Thanks

Has anyone had any luck billing UA's/drug screens to BCBS of MN?  We have quite a few clients w/BCBSMN PMAP policies, and we are writing off a lot in drug screens for clients.  Any ideas/codes/experience would be appreciated!

Have any other agencies had the ASQ-3 (Ages and Stages Questionnaire) built in to Procentive? 

Question: I would like to refine the procedure we are currently using to coordinate care with a clients PCP.  How do you communicate with the PCP? and What information are you typically passing onto the PCP?  Thank you in advance for your reply!

We have contacted CMS and their developers are actively working to resolve this issue. In the mean time, please use the Complete Gateway to process payments online. These payments will need to be manually entered in Procentive.

If you do not already have a login for the Complete Gateway (which is separate from the Slyce Gateway) please call CMS support to setup a login. 

The Complete Gateway can be accessed at https://secure.completegateway.com/login

This post will be updated once CMS has resolved the issue.

Thank you!

Is there a way for agency administrators to modify the standard dropdown list for the How client found this firm?  Location in the Clients Module/Misc Tab.  This would help us out quite a bit for reporting purposes to have the same spelling of the referral source versus staff having to type it in.  We end up with many similar referral sources but different spellings.

I am wondering how other people are documenting ordering urinalysis and follow-ups? Do you have a separate module or have you integrated into progress notes?

Select users are no longer able to use Topaz Signature Pads in Procentive via the Google Chrome Browser. Our Clinical Team and Engineering Team are working to determine the source of this issue. 

For some users, using Internet Explorer may work as an alternative. If you have never used Internet Explorer for Topaz this functionality is likely not setup.

We will update this post as more information becomes available. 

Situation looking to find a solution is:  How to clearly document and identify a note/document for the purpose of rescinding a Release of Information, such that it is extremely difficult to miss the note/document in order to prevent the unauthorized release of information.  Perhaps a solution already exists.  Please advise.