Post on 27-Mar-2015
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
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 Brockelkathleen@lsntap.org
David BonebrakeProject Coordinatordavid@lsntap.org