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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
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