- A Progress, Support or Case Note entered for a consumer but the consumer was not in a session with the provider.
- A Progress, Support or Case Note entered for a consumer when the consumer was in a session with the provider.
- A person served by an Agency
- A person with a disability that makes it difficult to live without supports from an Agency
- A person hired by an Agency to perform a non-Provider function
- Our implementations set all Providers to be marked as Staff as well
- A person hired by any Agency to deliver services and supports to a consumer
- This person is the primary user of system functions like Service Entry
- A person that assists a Consumer.
- Can be a Staff or Provider
- Can be a family member, clergy, medical person or any other role that supports the Consumer
- Any type of Service or Support focused on helping the Consumer to improve their job skills
- Any Job that a Consumer works on within an Agency
- Funding Agencies authorize an Agency to provide services to a consumer based on the consumer’s needs
- Service is a broad classification for group of like type Activities
- The specific type of service that is provided to the consumer by a Provider.
- Consumers are enrolled into Programs while they are receiving services
- A program is used by an Agency to organize their services
- A consumer gets a referral to an Agency to receive services
- A consumer is authorized for a list of services based on the consumer’s needs
- Each service requires a Service Enrollment which tells the time period that the consumer is allowed to receive services
- Consumers are enrolled into Programs based on the types of Services they need
- A Program Enrollment is setup for a time period
- A Consumer may go through multiple statuses while in a Program Enrollment
- A program Enrollment is a fundamental building block for a reporting and monitoring consumers within an Agency
- Each consumer in an Agency must have an Agency Status
- The Agency Status shows what stage the consumer is in within an overall process of Referral, Intake, Providing Services, Suspended and Discharged.
- Agencies may have as many Statuses as they need to define the process of a consumer through the agency.
- A program status shows the stage that a consumer is within the overall process through a Program
- Agencies may have as many Statuses as they need to define the process of a consumer through a Program.
- Every consumer with a Program Enrollment must have a Program Status
- A placement is recorded when a consumer is hired by an employer other than the Agency.
- The Life Plan is a container for all the Outcomes and Objectives that have been setup to assist the consumer in meeting their needs.
- The Life Plan’s Outcomes and Objectives are the primary items that determine what services and funding the consumer will receive.
- Providers are supposed to provide services in support of the Life Plan’s Outcomes and Objectives.
- A high level goal for the consumer
- An outcome is broken down into multiple objectives.
- Objectives describe the goal, improvement or interactions that the consumer has determined that he wants to work on
- Objectives can be linked to Services authorized for the consumer
- Progress is recorded against Objectives
- Objectives can require that 1 or more progress records be recorded on a daily basis
- A support is an interaction needed by the consumer to assist them in some task or activity.
- A support can be scheduled at specific times during the day. Example: A consumer may need help with feeding. The support would be scheduled for Breakfast, Lunch and Dinner
- An incident is a problem that a consumer had at a specific location and date/time. Example: The consumer was running in the cafeteria and fell.
- An incident can be recorded as Minor or Major.
- A behavior incident is a special type of incident involving a behavioral issue. Example: The consumer has a problem with getting into arguments and then screaming at everyone. Each time this happens the agency wants to record the location and date/time.
- IBV needs to update and add data to other Vertex systems
- We do replication between
- IBV and Intuition
- IBV and Rehab Management
- IBV and Time Works Plus
- Security concept in IBV
- Users are setup to have visibility to 1 or more consumers based on a variety of factors. This link shows how consumer visibility is determined. Consumer Visibility Rules
- The type of job the Staff person does
- Examples: Social Worker, Service Provider. Each agency has a different set of disciplines that are required to run the agency.
Person Centered Planning
- Concept for how to help determine what assistance a consumer may need.
- The concept is that the consumer is asked what is important to him, how he wants to be treated, when he wants assistance.
Auto Clock Out
- If a consumer is currently in a service without a stop time and a new service record is added then the consumer will be automatically clocked out of the current record.
- The location where a service is provided to a consumer
- Provider Give Consumer Visibility To
- Staff Gets Consumer Visibility From
- Times that a service is offered
- A group of consumers.
- The group has a name
- A group can be public – meaning any person can use the group
- A group can be private – meaning only person who created the group can use it.
- Used throughout Intuition and IBV to easily choose a group of consumers
- Staff Certification Tracking
- Punch records created from Session records within IBV
- Punch records are sent to an external system called Time Works Plus (TWP)
- Site ID given to you if you are using Staff Time & Attendance and/or Staff Scheduling
- User ID used to relate the Staff person to Staff Time & Attendance
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