Introduction to the LSNTAP NEW Interactive Case Management Report November 13, 2009 Kathleen Brockel and David Bonebrake.

Introduction to the LSNTAP Introduction to the LSNTAP NEW NEW Interactive Case Management Interactive Case Management ReportReport

November 13, 2009

•Kathleen Brockel and David Bonebrake

NTAP NTAP NEW NEW Interactive Interactive Case Management ReportCase Management Report

New Report developed in conjunction with the CMS Advisory Group

Feature list compiled based on RFPs from Pine Tree & Washington State

Selecting & Implementing CMS, 2004 ReportAuthors: Julia Gordon & Colleen Cotter

Report evaluated various case management systems and reported on the factors for consideration.

This report features an appendices with various CMS charted and compared by distinct indices.

Download report here: http://www.lsntap.org/?q=node/190

Two Sections to the Two Sections to the ReportReportVendor Feature List with

CommentsUser Rating and Comments

The The NewNew CMS Report CMS Report

Today’s DemoFirst: The Vendor Feature List

◦ 15 Sections with many subsections◦ Check off + Comments

Second: How to participate◦ Reviewer ratings and comments

Third: Finding information◦ The user’s view

New CMS Rpt includes these New CMS Rpt includes these CMS systemsCMS systemsPikaLegal FilesLegal ServerKemps CaseworksPractice ManagerTime

Vendor Feature ListVendor Feature ListAllows vendors to check off

features included in the CMSAllows vendors to add a

comment regarding the feature15 major sections with about 100

sub points

Vendor Feature ListVendor Feature List

1. Calendar2. Conflict of Interest3. Connectivity4. Contact Management5. Document Assembly6. Document Management7. Grants and Contracts8. Human Interface and Usability

Vendor Feature ListVendor Feature List

9. Intake, Eligibility, Referrals, Opening & Closing Cases

10.Pro Bono & Volunteer Management

11.Publication12.Reporting13.Security and Data14.Timekeeping15.Training

Demo 1: The Vendor Demo 1: The Vendor Feature ListFeature ListSite Home PageVendor Feature

DisplaySample NTAP

CMS

Vendor Check-off Vendor

CommentsCustomization

Notes

Demo 2: How to Rate & Demo 2: How to Rate & CommentCommentLinked to lsntap.org

registered user, or create an acct

Demographics◦ Reveal who I am◦ Position◦ Program Size◦ # of Offices◦ Product Version

Star rating ◦ Overall◦ Ease of Use◦ Reporting◦ Customization◦ Vendor Support.

Comments◦ Post-launch

adding feature to permit vendor replies

Demo 3: How to View Demo 3: How to View InformationInformationView overall star

ratings View individual

commentsSort ratings

◦ Chronological ◦ Reverse

chronological◦ Highest rating◦ Lowest rating

View vendor features

View vendor comments

Print

Launch InfoLaunch InfoVendors to

complete the vendor feature list

NTAP hosting live vendor showcases in 2010 for each CMS

Program Ratings + Comments

Prizes $25 Amazon

gift certificate drawing on 12/7/09

To Use the CMS ReportTo Use the CMS ReportGo to lsntap.org, click on CMS tab

If you are an lsntap.org registered user, you can log in (if not create an account)

Enter your ratings and comments today!

Need help? Need help?

THANK YOUTHANK YOU

Kathleen [email protected]

David BonebrakeProject [email protected]