>  What industry?  Medical, Automotive sales?
>>
>
> We're a Center for Independent Living. We provide some stuff that is
> defined as "long-term care" services, and a lot of other stuff that is
> loosely defined as "social services". Some stuff is billable to Medicaid;
> some is not. But we aren't integrating billing for the most part. Worker
> time sheets will be included.

Quite familiar with this when my mom was alive and in one.

It's not a residential facility. We provide services to enable people to live as independently as possible in, preferably, their own homes. A brief explanation is here (it's not our agency but it's a good description):

http://fvkasa.org/resources/files/cil.php

But we go well beyond that, as we provide homecare services, a range of services for people with developmental disabilities of all ages, plus supported employment for people with different kinds of disabilities, specialized supports for people with brain injuries or who are elderly, and a lot more. We can help you find a place to live if you don't have one (say, if you want to leave an institutional setting or nursing facility), bring in physical modifications and assistive technology, arrange for attendant services (and, if you want, enable you to essentially "run" that service yourself), assist you to hook up with friends, neighbors, activities and jobs in the community, and do a bunch of other stuff, right where you already live.

Are you going to just cross reference all docs to a specific guest?  Like
scan them in and drop them into a guests folder?

I see a lot of manual work in this but for a round one and little funding
this is as good as it gets.

I didn't set this up so I may not have all the details correct but essentially:

We have the system set up to key on individual clients. Within their folders there will be folders for various departments, as well as a common access folder. Access to departmental folders will be limited to department members. Access to the wider folder will cast a wider net. Within each folder will be a bunch of folders for document type (many of the same document-type folders will be found within each of the separate department folders), and individual documents will go into those folders.

We haven't had the training yet so we aren't clear on the details of the scanning/input process. The system will work with bar codes; the salespeople keep pushing barcodes as the way to go. But as a matter of practical reality, combing through dead files and trying to pull up documents, separate them by barcode leaves by person, department, and document type, and feed them through a network copier that can't control the document management software directly is probably not going to work efficiently. The person doing the scanning is going to have to make judgement calls constantly and re-route stuff on the fly or in later sessions. Also, there will inevitably be OCR errors and somebody will have to edit the docs to fix them.

Internal usage is one thing and HIPPA was really set up for proper
presentation to others I thought.

Yes it is but a lot of people don't understand that. Nor does HIPPA prevent the people who pay for medical services from seeing data that proves they got what they paid for. Nor does it prevent data from being subpoenaed by a court of law, and there are lots of other exceptions.

Ken Dibble
www.stic-cil.org

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