CAREeVantage SYSTEM ENHANCEMENTS

Listed below are some of the key changes and enhancements to CAREeVantage since the program's original release in 1999 as NAPIS Plus.  All agencies using CAREeVantage have received these program enhancements as part of our on-going database maintenance program.

In 1999

• Addition of the Nutritional Risk Survey to the Client Assessment
• Addition of congregate meal orders to the Kitchen Requirements reports
• Ability to schedule liquid meals on a bi-weekly basis
• Addition of worker travel time tracking
• Ability to track miles in addition to units for transportation services
• Ability to adjust contribution request rates by client
• Improved interface for setting up client's appointment schedule needs
• New reports
  • Master Agency Schedule
  • Client Listing by Site

In 2000

• Tracking frozen pack types for home delivered meals
• Ability to schedule any meal type on a bi-weekly basis
• Addition of new client fields customizable for your agency
• Automated emailing of route sheets
• Addition of enhanced referral tracking and referral management system
• Elimination of daily posting system for finalizing HDM & other client tracked units - replaced with dynamic system for pulling reports that eliminated the need for posting and then reposting if changes were made
• Agency name added to all reports
• Ability to print separate batches of contribution request statements for delivery on routes vs. those sent to a mailing address
• Invalid data warnings for clients without intake dates, clients with neither a SS# or birth date when generating NAPIS registration reports or ASCII files
• Addition of the new "pilot" nutritional risk survey being tested by some agencies
• More flexible format for generating daily HDM deliveries
• Integration with Microsoft MapPoint for automated mapping features including ability to
  • Map any client's address
  • Generating HDM route maps and driving directions with calculated mileage and estimated delivery time
  • Automatically optimize routes
  • Create route overview maps to analyze your HDM routes
• New reports
  • Clients on Indefinite Hold
  • Client Pay Billing Summary
  • Contribution Request Summary
  • Client Listing by Site
  • Emergency Contact Reports
  • Daily Service Units by Client
  • HDM Requirements by Client
  • Client Needs for Scheduled Services
  • Home Delivered Meal Labels
  • Special Meal Preparation Kitchen Instructions
  • Monthly Worker Schedule Calendar
  • Client Assessment History

In 2001

• Ability to pull reports of "blank" fields in client data
• Ability to edit client information from the routes screen
• New utility function for quickly moving meals to another day or another meal type
• Ability to additionally search for a client by any part of their street address
• Ability to enter multiple hold periods at the same time
• Ability to categorize client contact log entries
• Addition of beverage type tracking for home delivered meals
• Ability to exclude all funding source information from route sheets
• Option to include mileage reimbursement dollars on Daily Unit Totals by Resource report
• Addition of Discrepancy Codes for contract billing
• New client fields for marital status & spouse information
• Ability to track a secondary unit type (i.e., units 2) for billing multiple payers by different unit types
• Addition of new Mapping Features including ability to
  • Locate nearest congregate site(s) to a client or address
  • Automatically create map of all congregate sites
  • Map all clients for any service
  • Create client travel distance summary by site report
  • Suggest nearest HDM route for a new client
• New reports
  • Birthday Lists & Labels
  • Deceased Client Listing
  • Client Counts for selected demographics with Average Ages
  • Scheduled vs. Actual Service Units

In 2002

• Deceased clients are automatically moved to the old client route
• Invalid data warnings for clients without a SS# or assigned SS# when generating NAPIS units reports or ASCII files
• Invalid data warnings for clients that have never received a service unit when generating NAPIS registration reports or ASCII files for clients with cluster I service registrations
• Ability to set up different 3rd party contract billing rates for different clients
• Deposit date tracking for donations and receipts
• Include phone # option on route sheets
• Ability to track units by appointment purpose category in addition to the service when scheduling and tracking service unit records
• Ability to print meal labels or mailing labels starting with a partial sheet of labels to prevent waste
• Ability to make old Services, Funding Sources, & Assessors inactive in pick lists while retaining historical information
• Addition of a 7th meal type option
• Addition of new Mapping Features including ability to
  • Map resource service schedules
  • Map clients requiring assessments
  • Ability to pinpoint addresses using latitude and longitude that MapPoint cannot locate for use in all other mapping features
• New reports
  • Client Mailing Labels by Site
  • HDM Client Units by Meal Type
  • Service Units by Client
  • Assessment Statistics Report

In 2003

• Ability to pull client listing reports based on the initial start date of a service registration in addition to the fiscal start date
• Ability to add custom driver instructions at the bottom of route sheets in addition to the top of the route sheet
• Ability to run the generate meals function for a single client
• Ability to run the generate service appointments function for a single client
• Ability to set up custom text for multiple contribution request letters and client billing statements for use with different services or special purposes
• Ability to add an unlimited number of custom questions to the client assessment for your agency
• Enhanced termination reason tracking by service registration
• Ability to specify different funding sources for different meal types for the same client
• Ability to print Meal Labels and Kitchen Instructions report for only clients with special meal prep instructions
• Ability to specify the number of blank lines for new clients to appear at the bottom of route sheets
• Ability to track congregate meals by client
• Ability to generate and automatically email Barcoded Sign-in and Tracking Sheets & Barcoded Sign-in and Tracking Sheets by Site
• Ability to enter congregate meals and other service units by client using a barcode scanner
• Ability to enter congregate meals and other service units by client using a multi-client quick entry screen
• Contract billing option to automatically bill service units in quarter hours
• Tracking of client HDM consumption schedules in addition to meal schedules and contract billing option to post & bill HDM service units by consumption
• Ability to setup meal cancellation reasons and track meal cancellations
• Ability to quickly mark congregate meal clients for reenrollment prior to running year-end rollover procedures
• Integration of new version of MapPoint (MapPoint 2004) for all automated mapping features
• Incorporation of additional volunteer tracking fields
• Ability to search the client list by part of the client's phone number
• Ability to merge client information for clients that have been mistakenly double entered
• Ability to pull Service Units by Client reports by Township and by Purpose
• New larger meal label size option - Avery 5162 (2 x 7 - 14 per sheet)
• Ability to specify multiple meal type as liquid
• Ability to designate multiple meal types for bi-weekly delivery
• Addition of adjustments for HDM contract billing based on consumption
• New reports
  • Active clients with Overdue Assessments
  • Custom Assessment Statistics
  • Service Terminations by Reason
  • Daily Service Sign-in Sheets by Site
  • Custom Assessment Response Details
  • HDM Client Labels by Route
  • Daily Barcoded Sign-in Sheets & Daily Barcoded Sign-in Sheets by Site
  • 5-day Barcoded Sign-in Sheets & 5-day Barcoded Sign-in Sheets by Site
  • Monthly Barcoded Tracking Sheets & Monthly Barcoded Tracking Sheets by Site
  • Congregate Client Units by Meal Type
  • HDM cancellations by Reason
  • Assessments Completed by Assessor
  • Expiring Volunteer Driver's Licenses
  • Expiring Volunteer Auto Insurance Policies
  • Congregate Meals Daily Site Detail
  • Service Units by Purpose

In 2004

• Additional screens for reviewing HDM contract bill posting by consumption schedule showing "clients with meal history but no bill posting" and comparing "HDM bill posting consumption to actual deliveries by day"
• Assigned assessor added to client detail report
• Client name added to bottom of Client Billing Invoices & Client Contribution Request Statements
• Ability to copy results from a previous assessment to a new assessment for revisions
• New home delivered meals on demand entry screen
• Client address & phone number added to HDM Client Requirements Report
• Ability to change font on contribution request statements
• Ability to pull birthday lists for specific ages or age ranges
• Option to include clients without meals on route sheets
• Option to include phone numbers on route sheets
• Option for printing monthly barcoded tracking sheets on legal-size paper in addition to letter-size paper
• Option for including service & funding source totals on worker/resource schedules
• Addition of caregiver & kinship care tracking
• Ability to customize "race" pick list options
• Updated file format for generating ASCII Registration & Units files (Michigan OSA format)
• NAPIS reporting breakout of 3 additional meal categories (NSIP, Shelf Stable/Emergency, and Holiday)
• Breakout of 4 categories of Congregate Meals (Traditional, Restaurant/Voucher, Holiday, Shelf Stable/Emerg.)
• New screens separating out volunteer service information from client service information
• Ability to search the names list by service, by funding source, by registration type (volunteer, caregiver, client), by registration status (active, inactive, all)
• Option for including time in addition to date for contact log entries
• Ability to pull reports by client or caregiver
• Ability to hide birthday on barcoded service sign-in & tracking sheets
• Option for having route sheets sort alphabetically
• Addition of new fields for tracking Living Arrangement, Language, Household Size, Diagnosis & Directions to Home
• Addition of automatic calculation of age based on date of birth and % of poverty based on monthly income & household size
• Addition of new volunteer fields for Criminal Background Check Date, Reference Check Date & HIPAA Date
• Automated e-mailing of kitchen meal production requirements reports
• Copy entry features for client care plan entries, volunteer service plan entries and client & volunteer service history entries
• New reports
  • HDM Daily Site Detail
  • Client Demographics & Service Units by Township/Municipality
  • Daily Unit Detail by Resource
  • Clients Missing Site/Resource Registrations
  • HDM Client Meal Units by Meal Type by Site
  • Congregate Client Meal Units by Meal Type by Site
  • NAPIS Client/Caregiver/Kinship Care Registration Form
  • Duplicate Individuals

In 2005

• Added full client accounts receivable tracking & reporting capabilities
• Ability to charge different sales tax rates by municipality for specific home delivered meal types where needed
• New option to sort contribution request statements by zip code
• Ability track meal cancellations by route
• Ability to automatically remove home delivered meals for specific routes
• New option to include a client's HDM route on Birthday Labels
• Ability for GroupWise e-mail users to automatically e-mail Kitchen Requirements reports, Route Sheets & Bar coded Sign-in Sheets
• Ability to change font size on worker/resource schedule calendars
• Ability to query client/caregiver/volunteer listings and emergency contact reports by social security number
• Option to sort individual listing report by last name or zip code
• Client diagnosis (health status) information added to emergency contact lists
• Option to sort Assessments Due reports alphabetically by client name or by next assessment due date
• Added option for using larger mailing label format (Avery 5162) with PostNet barcodes printed on labels
• Option for including driving directions that are now integrated within route sheets between each client stop
• Ability to exclude specific clients from Bar coded Sign-in sheets
• New alert when generating holiday or emergency meals for clients that have no regularly scheduled meal delivery for the day on which holiday or emergency meals are being scheduled
• New alert when using the move meal function for clients that have no regularly scheduled meal delivery for the day to which meals are being moved
• Option to pull the Needs/Plan for Scheduled Services report for a specific individual
• Option to pull the HDM Client Meal Requirements report or Client Labels for a specific client
• New reports
  • Payment Log by Payment Type
  • Deposit Slip
  • Accounts Receivable Aging Report
  • HDM Sales Tax Liability Report
  • Client Accounts Receivable History Report
  • Client Payment History Report
  • Client Billing Rates Report
  • Estimated Daily Route Time & Mileage
  • HDM Previously Unscheduled Deliveries
  • Client/Volunteer Labels by Resource

To date in 2006

• New menu & client screen incorporating all billing functions
• Ability to receive & later apply client overpayments for services
• Option for including client HDM route & stop number by billing address on client invoices
• Option for displaying balance forward and total amount due on client invoices
• Options to print client invoices ordered by HDM route & stop number for clients with a HDM route
• "Mail Name" now print along with the client's name on accounts receivable reports if bills are sent to someone other than the client
• Agency phone number added at top of client invoices and client contribution request statements
• Tracking of client donations received and automated printing of client donation receipts
• Ability to search the names list by a client's primary HDM route
• When entering a new service registration the FY start date will automatically default to the initial start date
• When printing an individual's contact log his/her name, address & phone # will print at the top of the report
• Option for pulling assessment statistics reports by township or municipality
• Meals on demand screen now displays the total number of meals entered
• Ability to pull HDM Meal Totals & Congregate Meal Totals reports for specific diet types
• Option to have a specific county default into client records
• Option to pull NAPIS Registration and Units of Service ASCII files & reports for a specific county
• Ability to hide specific dates (e.g., weekends, holidays, etc.) on monthly bar coded tracking sheets
• Ability to post summarized congregate meal orders from congregate meal order entry to program information
• Copy appointment feature for client/volunteer appointments
• Ability to pull Service Status report & Meal Site and Staff report for any date range
• Option to include client's HDM route on the birthday list report
• Individual detail reports now display the client's caregiver by service registration
• Option for hiding social security number on individual listing & detail reports
• Ability to query client/caregiver/volunteer listings and emergency contact reports by any part of an individual's street address
• New reports
  • Contribution Log by Payment Type
  • Contributions Received Deposit Slip