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| 1/14/2009 - 12/22/2008 PROMIS v 5.5 Update
PROMIS v 5.5 Updates 12-22-08 TABLE OF CONTENTS
Changes to more than one report: 6 General Report Enhancements. 8 Agency Specific Enhancements. 18
New Reports
Address by Zip Code Report will display Name, DOB , FID , and Role in Household, Full Address, Address Type, Start Date of Address, and End Date of Address. Groups by Zip Code , sub-groups by FID.
Children Insurance Type (Current) This report is based on the Children Insurance Type report, but only shows insurance records that have an effective date entered and no expiration date.
Disability Referral - Elapsed time from Referral to Identification Report will display a listing of children that have been referred for Disability evaluation and display the number of days it has taken for the evaluation to be completed. Report will only display children that have a Status of Referral Made.
Report will display Child First Name, Last Name, DOB, Disability, Referral Agency, Referral Date, Identified Date, Length Disability: Display 'Disability' where Status = Referral Made Referral Agency: Display 'Other Agency' where Status = Referral Made Referral Date: Display 'Date' where Status = Referral Made Identified Date: Display 'Date' where Status = Identified ** or Identified & IEP received ** or Identified & IFSP received **, Length: display Identified date - Referral Date. If there is NO Identified date, report will display Today's date - Referral Date. If there are more than two Referral Made or Identified status records on the same Disability, display the earliest record.
USDA/CACFP Approved Centers Report will show those centers with 'USDA/CACFP Approved Center' checkbox checked in Center Licensing
Updated Reports
Activity Service Delivery Tracking By Service Renamed 'Total' Column to ‘Total number of Families’
Activity Service Delivery Tracking By Service Report Adjusted report to calculate and display correct information where type = For the entire Family
Address Directory (Children) - Living (Current) Address Directory (Children) - Living (History) Added the ability to add a PAGE BREAK at the end of each class on the report.
All Lead Tests Completed Grand Totals have been adjusted to calculate properly and Staff DOB has been removed.
Average Enrolled Attendance - Individuals Totals Changed column text "Scheduled Absence" to "Not Scheduled to Attend" and added column for "Absent”(excused and unexcused) to count all children where attendance reason = "A" and "U"
Average Enrolled Attendance Percentage Alert Adjusted report to allow user to specify percentage and pull children that fall below or above percentage. If user chooses ‘Less than’, report will display children with an Attendance Percentage less than the amount entered in box. If user chooses Greater than’, report will display children with Attendance Percentage greater than amount entered in box.
Blood Count Testing Results Add the following Parameters: Display children with HCT above, Display children with HCT below, Display children with HGB above, Display children with HGB below: If child meets ANY of the criteria, the child will display on the report.
Child General Health Changed the Module from Family Development to Health
Child Detailed General Health Changed the Module from Family Development to Health
Child Information Completion Percentages - Center by Center Adjusted the percentage amounts to use the Funded Number reported in Actual Enrollment column. Also updated report so the IPFA column points to the IFPA Form Date.
Child Developmental - Screening/Assessment with Follow-up Needed Changed ' ’ to read 'Report on children with a Screening/Assessment between the following dates:
Children Missing Attendance Report Adjusted to display Current enrollment start date for each child
Children with IEP/IFPS – Grouped By Disability Identifying Agency. Updated ‘ ’ to read: 'Search for children with IEPs initiated between: Start Date__ End Date___
Children With Vision Exam by Adjusted Grand Total calculations
Children without Home Visit by Type and Report Enhance Report Logic for speed and efficiency
Children Without Insurance Provider. Include children where Insurance Type = No Coverage.
Children With Insurance Provider. Will not include children where Insurance Type = No Coverage.
Class/Caseload Participants Adjusted filter to allow users to specify of “Start Date of Attendance” and “End Date of Attendance”
Current Eligibility Income and Poverty Guideline Calculations Report Added the ability to add a Page Break at the end of each center and a Page Break at the end of each class.
Daily Meal Count and Attendance Form - Version II Updated report so that when a child starts in the middle of the week their information is displayed,
End of Month Report Adjusted report filters to use program type.
Family Owners Updated report to allow user to sort based on Head of Household or Eligible Child Name.
Funding Source-Individual Adjusted report filters to use correct status information.
Home Visit Summary by Family Added the field 'Visit Type' after 'Location' field
Insurance Provider Information Changed module from Demographics/Enrollment to Health
Language Demographics (Child) Report Enhanced Report Logic to retrieve correct enrollment data
Monthly Report
Nutritional Assessment Added the following filter parameters:
D. Display children where Greens, carrots, broccoli, winter, squash, pumpkin, sweet potatoes are consumed less than or greater than entered values E. Display children where , grapefruit, tomatoes (fruit/juice) are consumed less than or greater than entered values F. Display children where Other fruits and vegetables are consumed less than or greater than entered values G. Display children where Oil, butter, margarine, lard is consumed less than or greater than entered values H. Display children where Cakes, cookies, sodas, fruit, drinks, candies are consumed less than or greater than than entered values
PROMIS Application Summary Adjusted report to properly display Services/Financial Assistance data
Response Speed Total Report on Application Enhanced Report Logic
Staff Health Exam Expired Enhanced Report Logic
Staff Training History - Individual Changed "Date planned" column to 'Date Started'
Troubleshooting report: Open Statuses Added the following fields to the report: Program, Program Type, Status, Start Date and Class Session
USDA Roster of Participants by fee status and Name Enlarged the size of the Name Field
Well-Child Care (EPSDT) Summary Report Adjusted report to display all information displayed on EPSDT Screen.
Changes to more than one report:
Activity Service Delivery Tracking - By Date Activity Service Delivery Tracking - By Date, With Comments Activity Service Delivery Tracking By Detail Service Activity Service Delivery Tracking By Service Activity Service Delivery Tracking By Service – Comments Added the Service Type field to the above reports
CCI Child Health Summary by Caseload -With Enrollment Calculation CCI Child Health Summary by Class -With Enrollment Calculation Added a check box called “Use child’s current Program (HS, EHS). If user checks this, then report will look at the Program Enrollment screen and determine what program they child is currently enrolled in: Head Start or Early Head Start. Then based on previous step, will look at whether user wishes to see “Earliest Start Date in Current Program Year “ or “Earliest Start Date” or Earliest Service Date”and display the start date in this program
CCI Child Health Summary by Caseload -With Enrollment Calculation CCI Child Health Summary by Class -With Enrollment Calculation Child Health Summary - Condensed With Enrollment Calculation Child Health Summary - Enrollment Calc With Urinalysis Sensory Screenings with Enrollment Calculations. Nutrition Tracking Report. Added enrollment parameters to reports:
Child Developmental - Screening/Assessment Child Developmental - Screening/Assessment - Summary Child Developmental - Screening/Assessment – Without Child Developmental - Screening/Assessment with Follow-up Needed Child Developmental - Screening/Assessment with Referral Child Developmental Screening/Assessment - Completed Past 45 Days Child Developmental Screening/Assessment - Completed Within 45 Days Child Developmental Screening/Assessment - With Added options to the report filter for Instrument Used and
Licensed CACFP Class Meal Information USDA Food Reimbursement Report - Center Class USDA Food Reimbursement Report – Individuals Claim for Reimbursement Claim for Reimbursement - w/o Program Enrollment numbers Enrollment/Eligibility Roster Reimbursement calculation work sheet CACFP OCTOBER 2008 STUDY Over Income - Eligibility Income for CACFP
“This report will only display children that are in Centers that have been approved as a USDA/CACFP Center. To approve a Center as a USDA/CACFP Center, please visit Center Details Center Licensing Screen. Enter the Center Capacity, place a check in USDA/CACFP Approved Center and select the meals provided.”
Over Income By Location - Eligibility Income – All Over Income - Eligibility Income Over Income - Eligibility Income (No TANF, SSI, or Foster Child) Over Income By Location - Eligibility Income and Identified Disabilities Over Income by Location - Family Income Over Income (100% to 130% and 130%+) based on Eligibility Income Separate into 3 Groups Adjusted logic to select the Application date and corresponding data (TANF, SSI, and Foster Care)that has a date closest to the current eligibility income
General Report Enhancements
“My Saved Filter” Implemented “My Saved Filter” feature to allow users to specify the filter settings once, and when the users click “My Saved Filter” again, PROMIS will retrieve the saved filter settings and run the report.
Report Descriptions Adjusted report description messages that appear when mouse is placed over report name to display for an extended amount of time
Home PageTo All Screens: Added Tracking History to all Screens. System Administrator will be able to see who last Saved all PROMIS Screens and see a History of Staff who saved items. My FamiliesUpdated so that the "remove" function will give users the option to 1. Remove individual family members or 2. Remove the entire family. PrioritizationEnhancement for EHS: In the line that says Eligibility Date. Added a Radio Button to allow user to select either a) 'By Program Age' (have the Date Box associated with Program Age), or b) 'By Actual Age'. If this is selected, then child's age is determine as of Current Date Prioritization is run.
Personal SettingsAdded ability to add multiple staff and service providers to Quick lists. Added My Hot Reports to Personal Settings.
Family DemographicsPROMIS Application History: Gain more control and greater Flexibility and Accuracy with PROMIS Application History. When a family submits an Application for Head Start, the Family Members will be associated with the specific Application Date. For Example: On 8/1/2007, Mom submits an Application and her family consists of: Mom, and Eligible Child. Then one year later, on 12/1/2008, Mom submits a new Application and her family situation has changed to: Mom and two Eligible Children ( is no longer part of the family).
PROMIS will now be able to track these differences automatically. So if the PIR is pulled for 2007, it will recognize that the Family consisted of: Mom, and Eligible Child. Or if the PIR was pulled for 2008, it will recognize that the Family consisted of: Mom and two Eligible Children
Based on Application Date selected (circled below), Family Members change.
Family MembersEnhanced logic for when saving Address information and Family Member is not selected.
Ability to upload Pictures Images to Family, Staff and Volunteer Screens. Image must be 50 kb or less
Ability to link and store Child Electronic Files with scanned files via linking to your FTP site. In order for this to work, your Agency must establish an FTP Server. If you agency wishes to store Scanned Documents (ex. Child Electronic Files) on the PROMIS Servers, this can be done as well. Please call for pricing. Family InformationDate Intake Completed is left blank. Data Entry Date will auto-populate with current date. This will be a 'Read Only' field.
If Head of household is blank in Family Info, then "Not Selected " will be displayed in HoH.
Added "This person is authorized to Pick up and Drop off Children" No, Yes, N/A to the Adult Information screen.
This Person's Relationship to Other Family Members: Added two columns called: 'Authorized to Pickup Child' and 'No Contact Allowed'. Added questions to Form 1. IncomeIncome Verification date will auto-populate with date from “Date Intake Completed” (from Family Information). Form 1Updated to properly display Ethnicity. Form 3Updated to display past 12 or 24 months of employment, based on date Family Application was completed. Form 4Updated to properly display items from Income Verification.
Form 5Current Medical Provider will display where Medical Provider = Doctor and Effective date is equal to or less than today and End Date is null or greater than today. Will display most recent date from Oral History where Type = Exam in Dental Exam Will display most recent date from Physical Exam in Last Well Exam. Adjusted logic to: If Insurance Type is null, then Form 5 should have a check in 'No Insurance', otherwise will be unchecked. Will only look at most recent Medical Insurance record where Primary Insurance = yes, Effective Date is prior to today AND Insurance End date is null or greater than today. My Case NotesEnhanced Filter Settings: 'Show Case Notes for:' to display check boxes for each family members (that has a Case Note). If no member is selected, all notes will be displayed. If one family member is selected, Case Notes will be displayed for selected family member. 'Show Case Note Types:' to display check boxes for Case Note Types. Based on items checked, those Case Note types are displayed. Program EnrollmentAutomationWhen a child’s Program = Head Start or Migrant Head Start and a new status of Transitioned is saved, user will receive a warning message and, if approved, PROMIS will change child's member type from Eligible Child to Family Member.
When child receives status of Dropped Out, Transition/Graduated or Application Withdrawn, they will be removed from all current Bus Routes.
ASDT DirectoryAdjusted logic in ASDT Directory Filter to more accurately reflect choices made in “Select Family Member”. HealthMedical InsuranceAdded to picklist 'No Coverage' ImmunizationsAdjusted to prevent Staff from selecting 'Is up to date...' and 'Has received...' and ‘At enrollment' and 'At end of year' at the same time. Physical ExamIf there is a Date in 'Follow-up Date', then will display ‘Follow-up by whom’ and Staff select button and Staff Quicklist. User will be given option to assign a Task to the ‘Follow-up by whom’ person.
If there is a Date in 'Referral Date', then will display ‘Referral to whom’ and Staff select button and Staff Quicklist. User will be given option to assign a Task to the ‘Referral to whom’ person. Mental HealthIn section: Result of Staff Review, changed: 'Refer to Developmental Assessment' to 'Refer for Assessment'.
If 'Refer to Assessment' is selected, changed 'Developmental Assessment Due by' to 'Assessment Due by' and changed 'Staff in charge of Developmental Assessment' to 'Staff in charge of Assessment'. Oral HealthUnder Dental Services Received: Preventative Services Received - added: Sealants Class/Caseload
In the ‘Number of Participants’ Column, will now display x/y, where x is the number of children enrolled and y is the number of funded slots. This will be based on data in Class/Caseload information screen.
Added to Participants screen four new columns to track child Developmental Screening and Assessments. If a child has a Screening/Assessment, where the Result = Service Completed, then date will be displayed.
Participant Screen --> Participant Sign-in sheet: Absence Code Reason have been adjusted to pull from your
Agency’s customized Picklist. Class Participants: Added the Weekly Attendance and Meals Form. This form is the Attendance and Meals Form available on the PROMIS Home page Blank Forms section. Updated Class Participants to display Child Date of Birth. GroupsEnhanced Group Screen for adding an Event and selecting Participants.
Additional Enhancement to Groups Section. More areas to enter: Dental Exam, Physical Exam, Medical Insurance and Mental Health have been added. Additional flexibility when selecting which participants to add, you may now add all children in a particular class.
When adding a Service item, adjusted General and Detail Categories so that they are linked. Now based on the General Category that is selected, user will see the related Detail Categories.
When Group Type = Staff : Added options for “Select how to add participants”:
TransportationIn previous version, in order to assign a Bus Driver, the Staff person must have as their position. This is no longer a requirement. Any Staff person can be assigned as a Bus Driver.
Bus Information: Adjusted “Specify Disability Requirements” so that comments can be made.
Bus Route: Added numbers to display the number of children assigned to route and bus capacity:
For Weekly Seating in Bus Routes, if Pick-up or Drop-off address is changed or edited, the information will be updated. StaffWhen Staff Member gets an Employment End Date, PROMIS will ask if they are no longer employed with the Agency, and if Yes, will de-activate their access to PROMIS.
Added Staff PID to 'Staff Standard Search' screen
Enhanced Staff Demographics. If a Staff member was a former Head Start Parent, their Demographic Information can be edited in either Staff or Family area.
ResourcesResource Filter: Adjusted location of “Clear Fields” and Search buttons.
Resource Name: Adjusted to accept special characters (#, %, etc)
Interagency Agreement: Adjusted for greater clarity
LettersLetter Label Templates: when user creates a template user has the option to make the template 1) Private (Will be available only to the user) 2) Public (Will be available to all in agency) Only creator can edit/delete the template. System AdministrationOrganizational StructureCenter Details: Center Licensing: Added a new check box for “USDA/CACFP Approved Center”. This box must be checked for all California USDA/CACFP Reimbursement reports to function correctly.
Default Immunization Schedule: Adjusted logic to ensure that all new children that are added to PROMIS are assigned the Default Immunization Schedule as selected in Grantee Details. System SettingsAdded to Family Demographics: 'Display SSN in Family Browser Results', with choices of Yes and No. default to Yes. If Yes is chosen, then will display SSN column in Family Browser results. If No, then will hide SSN column in Family Browser results.
Immunization Customization: Adjusted for greater ease of updating a new schedule.
EPSDT
Added the ability to manually override required procedures on the EPSDT Screen.
Added the ability to add 6 and 7 year old periods to the EPSDT Schedules Screen in Custom Builders.
Data UtilitiesHSFIS to PROMIS conversion, Allergies and Medication, Medical conditions from Physical Exam screen in HSFIS will be added to General Health screen in PROMIS
Insert End Date into “Open Statuses”: Insert End Date will allow programs to insert an “End Date” into multiple statuses at once. PIR Details
Will show you your children and where they were counted. No longer will you need to have Excel Spreadsheets for tracking PIR Results.
View by : Adjusted Report to accurately reflect Filter Setting Choices.
Added Blue PIR Asterisks (and made the following changes to) to the following locations:
PIR QuestionsA 20-b adjusted to count children with a 6th year enrollment status.
C1 and C2 – adjusted to not count children where No Coverage is selected
C27 Enhanced Logic to accurately count children that had a Disability and No Longer Qualify for this Disability.
C26.b uses below logic.
C27a. Adjusted PIR Logic: if Program Type = Early Head Start (in Ad Hoc PIR Request), then will only count where Development Plan Type = IFSP. If Program Type = Head Start (in Ad Hoc PIR Request), then will only count where Development Plan Type = IEP.
C26-C30. If Program Type = Head Start (in Ad Hoc PIR Request), then will not count child where Disability = IFSP - At Risk, IFSP - Developmental Delay or IFSP - High Risk. These are Disabilities that are for children in EHS.
C41 and C42 adjusted logic so that if adult is working/in school there are counted in multiple locations (as required in the PIR): ‘In School full-time and employed part-time’ is selected, we count person in C41a (i) or (ii) or C41b(i) and in C42a (i) or (ii) or C42b(i).
‘Employed full-time and School part-time’ is selected, we count person in C41a (i) or (ii) or C41b(i) and in C42a (i) or (ii) or C42b(i)
PIR Questions: C39, 40, C44, C45, C48, C51 – 53 Enhance logic to pull information from the correct Family Application, using the following logic:
When C56 = Yes, calculate # of children in C56a. Children are calculated by including children counted in A14 (enrolled children) and a count of those who have/had been assigned to a bus route while enrolled. Will look at Transportation à Bus Route à Weekly Seating to find children. Will only count child once (even if they are assigned to multiple routes).
Reverse PIRAdded Exclamation for A14. Exclamation = Total Potential - A14. Total Potential People = Any person with an Enrolled Status with a Start Date between PIR Start (A1a) and End Date (A1b) where Location is the same as Location in PIR Ad Hoc Request.
Added reverse PIR to C9b. C9b = C9a - C9b
Adjusted Reverse PIR for C18, C19, C33. It will only show Exclamation where PIR Ad Hoc Request is for Early Head Start or Migrant Head Start.
Class Session ManagementAdjusted to ensure that all Class Session End dates are equal to or prior to Class Session End Date when ending Status for multiple children.
Adjusted to enhance for greater efficiency. PROMIS Admin will no longer have to individually adjust and select each class session. System will alert if a Class Session was already created
Agency Specific EnhancementsODE Data Export:Oregon Department of Education: Data Export features to satisfy Department of Education requirement.
Export Data to VersaTrans:Ability to export data to VersaTrans Transportation Software. |
| 9/23/2008 - PROMIS 5.1 Update 9/21/08
PROMIS v 5.1
Updates 9-21-08 TABLE OF
CONTENTS New ReportsChildren Enrolled Less than 45 Days: Report will display children where sum of all Enrolled Dates is 45 days or less. Over Income - Eligibility Income for CACFP. Report will list the most recent Family Income where Approved for USDA = yes and child is enrolled in an USDA/CACFP Approved Centers (see above). PROMIS Picklist: A list of all picklist and picklist choices in your PROMIS database. Well-Child Care (EPSDT) Summary Report: Report will summarize child EPSDT information. USDA/CACFP Approved Centers: report is based off of report Center Licensing and will show those centers with 'USDA/CACFP Approved Center' checkbox checked in Center Licensing, 100% Attendance Report. Added parameter to collect “Children with attendance percentage greater than:” Based on user entry, report will display children with percentage greater than entered. Updated ReportsAverage Enrolled Attendance Percentage Alert. Added parameter called: Display children who have an Average Daily Attendance percentage greater than, added radio button for Greater Than or Lesser Than choice If user chooses ‘Lesser than’, report will display children with Attendance Percentage lesser than amount entered in box. If user chooses ‘Greater than’, report will display children with Attendance Percentage greater than amount entered in box. Children With Disabilities and Children With Disabilities - Sorted by Disability. Adjusted reports to display all Disability Statuses and adjusted report to group by Disability and sort by ‘Result Date’, with most recent ‘Result Date’ at top. Children With Disabilities with Comments - adjusted to group by Disability, then sort by ‘Result Date’, with most recent ‘Result Date’ at top. Disabilities Services - adjusted to sort by Date, most recent Date at top. Family Income Calculations report adjusted to display the 'Eligibility Income' information. Monthly Report - Enhanced formatting and page layout. PROMIS Agency Concurrent User Account Utilization Report - Monthly – revised for accuracy PROMIS Agency Concurrent User Account Utilization Report - Weekly – revised for accuracy PROMIS Users Account Utilization Report – revised for accuracy Staff Training History – Individual Report: Changed ‘Date Planned’ to ‘Date Started’. Transportation report – Passenger List V1 and V2. Updated and enhanced. Home PageReportsStreamlined report generation by: a) Removing ‘extra’ summary page. b) Adding ‘Current as of today’ for Status Dates. This option will allow the user to more effectively use the ‘Add To My Saved Filter’ feature. If you choose ‘Current as of today’ and save the report filter, then when you run the report it use the current date (as opposed to a fixed date when the report filter was initially saved). c) Allowing user to save Report Filter Settings. Select the ‘Add to My Saved Filter’ to save the Filter Choices
(Enrolled Statuses, Current as of, Home Visit Types and To view a report with the saved settings, click View in the My Saved Filter column. Then choose the Run Report for the filter settings that you wish to use. Note: You may have more than one ‘Saved Filter’. Family Demographics
Address Directory. Added message if the Start Date is empty: "You have addresses without Start Dates. Start Dates are needed inorder for reports and letters to function properly. Do you wish to enter a Start Date?" BETA - EPSDT – Ability to view and track EPSDT for children. See the required Screenings, etc for your children ‘At-a-Glance.’ See EPSDT per child or per classroom/caseload. See which children are uptodate, past due or needing screenings. Additional New EPSDT Reports. Further EPSDT Updates For all built-in schedules the date ranges for 3 year, 4 year, 5 year periods has been increased to 9 months.
Family InformationFamily Application Forms Adjusted formatting in Application Form 1 to print more efficiently and use only one page. My Case NotesEnhanced print friendly version Program EnrollmentEligibility TypeAdded in the following Eligibility Types:
"Enrolled although over income (100-130%) and no public assistance**" - If current eligibility income is between 100 and 130% of PG HealthChild General HealthAdded a box called: 'Food Allergies'. Linked the text results in Child General Health: Food Allergies to Child Nutrition: Child's Current Dietary Habits: Child Food Allergies Updated related reports that display Allergy information to also display Food Allergy information that is collected in Child General Health. Nutritional AssessmentChild's Current Dietary Habits - Added Question: Does the Child have any Food Allergies? Responses are Yes, No, Unknown, N/A. If yes, comments box. Is displayed. Child General Health. Under Allergies, added a box called: 'Food Allergies'. Linked the text results in Child General Health: Food Allergies to Child Nutrition: Child's Current Dietary Habits: Child Food Allergies Updated related reports that display Allergy information to also display Food Allergy information that is collected in Child General Health. GroupsEnhancement to Event and Participant Screen 1. Events are now listed in the following format: Date – Test Type : Test Name
2. Added ‘hints’ to New Group and New Event listings 3. Event Information and Participant Listing have been separated into separate screens for increased efficiency. 4. Enhanced the flexibility for adding Event Participants. You may now choose between adding participants from a previous event, children enrolled in a class session or by using the Family Search screen. 5. Enhanced Event Participant Sign In Sheets to display additional information. StaffRemoved SS# from Print-Friendly view of Staff Demographic Form. Added a new feature to allow a Staff Member’s name to be viewed by other Staff, even if the other Staff do not have Organizational Access to where the staff member is employed. This will allow Staff to assign Tasks to upper level Management Staff such as Disabilities Coordinator, Mental Health Coordinator, etc. VolunteersDonation Details (Donation Received By), adjusted staff quick list drop down menu. LettersEdit/View Letter Template: Preview your Letters and Labels!! PROMIS Users can now select a Letter or Label and get a preview of what the letter/label looks like and/or how the label is set up prior to generation. Letter directory choosing 'Send letter(s) I selected by email' PROMIS will (1) give a warning before sending the email (2) and notify if the email address has NOT been entered for the family /staff member. System AdministrationOrganizational StructureAdded Blue Asterisk for Type: group/caseload/class Added a check box that says "USDA/CACFP Approved Center" to the Org Stru --> Center Details --> Center Licensing User Account ManagementEnhanced access to Program Information Report. Allowing Users to have the ability to access PIR, but not make changes. Data UtilitiesRetrieve Extra Enrollment Record Added a column and check to the left hand side to allow user to select records and ‘Delete selected records’. Added a link to Program Enrollment column. If user clicks on Program Enrollment of a person, a new window opens in Internet Explorer to display PE info for child. |
| 8/28/2008 - PROMIS version 5.0 is here!
Cleverex
announces the release of PROMIS version 5.0! Thank you
for all of the great feedback regarding PROMIS over the past year. We have
heard your comments and suggestions and been working hard over the summer to
further enhance your experience with PROMIS. We have improved on existing
aspects as well as released new features. PROMIS v 5.0 TABLE OF
CONTENTS Application
History and Ownership Medical
Tests and Medical Filter Individual
Family Partnership Agreement New ReportsAll Lead Tests Completed: Report based on the report called "Lead Testing Results". Report displays all test record dates listed in the Lead Medical Test. Children without Home Visit by Type and Allow user to choose from picklist of 'Visit Type' and Report will show children who do not have a chosen ‘Visit Type’ within the specified Date range. Child Detailed General Health: Report includes information from Child General Health. Also includes a signature line at the bottom for ‘Involved Parties’ Parent, Head Start Staff, and Other Agency EPSDT Related Reports: Children with Missing EPSDT Well-Child Care - By Center and Class: Will show children that are missing items. Grouped by Center and Class. Children with Missing EPSDT Well-Child Care - By Procedures: Will show children that are missing items. Grouped by Medical Procedure (Screening, Test, etc). Children with Past-Due EPSDT Well-Child Care - By Center and Class: Will show children with Past Due items. Grouped by Medical Procedure (Screening, Test, etc). Children with Past-Due EPSDT Well-Child Care - By Procedures/Center/Class: Will show children with Past Due items. Grouped by Medical Procedure (Screening, Test, etc). EPSDT Well-Child Care Alert Report - By Center and Class: Summary Report EPSDT Well-Child Care Alert Report - By Procedures /Center/Class: Summary Report Volunteer Address Directory: Updated ReportsBus Route Report – Updated report to remove extraneous items such as Start Times, Days of the Week, etc. Children Missing Attendance – Enhanced report to generate more efficiently. Dental Provider (Child Without): Updated report to exclude children with and active dental provider. Family Income Calculations Report: Updated to display the Eligibility Income (identified in Program Enrollment screen) in the 'Income Amount'. Missing Attendance Date of Center – Enhanced report to generate more efficiently. Number of Children Withdrawn per Center: added ‘Reason’ column to report. Home PageTask ManagerEnhanced Flags and added in reasoning behind flags: Yellow = In progress Task or Pending Task, Future Date Red = Pending Task, Past Date or Rescheduled Task, Past Date Data Request
Personal SettingsUpdated ‘My Screen Access Rights’ so user can see detailed descriptions of the level below Data Management: Data Utilities. Added ability to choose to see/hide the ‘Show this person’s relationship to other people’ on family member demographics page. Zipcode is no longer a required field. It may be left blank, or have 3 of 5 numbers entered. Family Demographics
BETA - EPSDT – Ability to view and track EPSDT for children. See the required Screenings, etc for your children ‘At-a-Glance.’ See EPSDT per child or per classroom/caseload. See which children are uptodate, past due or needing screenings. Additional New EPSDT Reports. Family InformationChanged the wording from "Homeless in the Past 12 Months? " to "Was the Family homeless at any point during the enrollment year?*" Adjusted wording in printed Application Page #4. Adjusted Data Entry Date and Data Entry Clerk to be fixed after the initial saving. Application History and OwnershipAllow user to change the access of 'Application dates and ownership' record to Owner (Full Control) or Read Only.
Allow Family Record to be shared by more than one location. Allow Family Record to have multiple Owners. Income HistoryIncome Verification: Allow more than a 200 character limit on the comment box for “Other”.
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| 6/12/2008 - PROMIS 4.5 Update 6-16-2008 PROMIS Version 4.5 Update 6/16/2008 Click here to download the full PDF Documentation of the PROMIS 4.5 Update Highlights:
- Major PIR Enhancements such as having the ability to run the PIR for a specific location.
- Added new CDC 2008 Schedule and CDC 2008 At Risk Schedule.
- New Report Image feature in the Report Directory. Users can now click on an icon and see example of a completed report.
- New Reports such as the Children Missing Attendance
Report which lists children and dates where Attendance is blank.
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| 4/28/2008 - ***PROMIS Update 4/28/2008 **** PROMIS Update 4/28/08 Updated Reports Child Outcomes - Percentage of children by Result - Aggregated Report.
Primary Care Provider (Child) - With.
List of Children on Waiting List (Current) ALL Health Summary Reports – updated to display if Date is entered (and not Result as was done previously) USDA Food Reimbursement report - Center / Class (USDA.rpt) Adjusted report to show a total for each classroom, a center total and a Grand total at the bottom of the page. Activity Service Delivery Tracking - By Service Report updated to properly display 'General Service' and 'Detail Service' picklist information. Added in the Filter settings to the top of the following reports:
Age of Child in Years - Pie Chart
Resource Inkind Hours and Donations - Center/Agency Total Staff Trainings (Expired), Staff Trainings (About to Expire) Adjusted to be reflective of choice made in Staff Report Filter. If user selects CPR in Training, then report will only show where Category=CPR. Expired and About to Expire reports (Certifications, Health Exams and Trainings). Adjusted report logic to look at all expired dates and report only if ALL items are expired.
Staff Demographics Report
Volunteer Inkind Hours and Donations - Cntr/Cls Total
Family Over Income Calculations - list
PROMIS Agency Concurrent User Account Utilization Report – Weekly
Staff Trainings (Expired) New Reports
My Case Notes
Data will be from Demographics / My Case Notes
Over Income (100% to 130% and 130%) #1 Display Funded Enrollment from Federal Funding in Class Sessions, where Type=Class from Program Session user is logged into #2 Display count of children with Eligibility Income greater than 130% and do not have SSI, TANF or Foster Care #3 Percentage of Children with Eligibility Income greater than 130 %. = #2/#1 If result is greater than 10%, display answer in red. Create new report called 'Staff Without Trainings, Health or Certifications' Have additional Report choices of: Training Type - list each type of training and check box Health Exam - list each type of health and check box Certification Type - list each type of certification and check box Have a Date Range that searches based on Form Date (training, Health or Certification). List Staff who do not have an item (based on the choices made) in the date range specified. Group by Current Center Employed Display First Name, Last Name and Training/Health/Certification not received in date range. Home Page
Task Manager
My Case Notes: Task Manager
Prioritization
Application Printing
Family Demographics
Family / My Case Notes page Program Enrollment Eligibility Type picklist added ** to end of: Enrolled although over-income and... Enrolled based on receipt... Enrolled based on low income... Enrolled due to status as a... When user chooses any Enrollment Status, PROMIS will automatically fill in the Eligibility Type. This is based on the Income selected as the Eligibility Income and the Income Sources.
“Enrolled although over income and no public assistance” IF current eligibility income is greater than Poverty Guidelines AND current Eligibility Income (check the Income Source is less than or greater than Public Assistance). “Enrolled due to over income and disability” IF current eligibility income is greater than PG AND child has Disability = Identified, Identified with IEP or Identified with IFSP. This Type takes priority over the other ‘Over Income’ Status. “Enrolled based on receipt of public assistance” IF current Eligibility Income (check the Income Source = Public Assistance). “Enrolled based on receipt low income eligibility” IF current eligibility income is less than PG. “Enrolled due to status as a foster child” IF current Eligibility Income (check the Income Source = Foster Care/Adoption Subsidy).
Health: Insurance Provider
Child General Health: assistive devices: Other.
Disabilities
When user saves,
2. When adding new Child Development Plan, (coming from Disabilities Services screen):
Immunizations
Oral Health
Oral Health Exam
Physical Exam
Class/Caseload
Participants Screen
Staff Employment Screen
Staff Employment and User Access
Resources and Health Screens
If a Service Provider is selected for Child--Health: Medical Provider and if Service Provider Details has "Agency operates as an:" Indian Health Service Center, then automatically place a check in Child--Health: Medical Provider -- Receive services through Indian Health Center.
System Administration and USDA
System Administration
Data Dr - Combining Records – Combining Providers
Deleted Family Member Search Results
In System Admin, Class Session Management - create new class session
Children who have 5th year enrolled are incremented to 6th year enrolled.
Class Session(s) Management - Create New Session
Class Session(s) Management - Create New Session
User Security Settings: Group Tab
Forms
Groups
PIR
Section C. Section C is now based ONLY on children counted in A14.
C9b PIR logic was corrected
C35 |
