Web:Funding Code Analyzer - Revision history

Kempscas: /* Use */

2017-09-18T19:02:58Z

Use

← Older revision		Revision as of 19:02, 18 September 2017
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	:i) To test the new funding code conditions, we open up a case from the Client search screen. This case is a problem code 63, which does satisfy the Landlord Tenant problem code 63 requirement.		:i) To test the new funding code conditions, we open up a case from the Client search screen. This case is a problem code 63, which does satisfy the Landlord Tenant problem code 63 requirement.

	[[File:~~FCA21~~.png]]		[[File:WebFCSheets1.png\|thumb\|none]]

	:ii) Intake Page 2 reveals that the client is 80 years old, so they do satisfy the need to be 65 years of age or older.		:ii) Intake Page 2 reveals that the client is 80 years old, so they do satisfy the need to be 65 years of age or older.

	[[File:~~FCA22~~.png]]		[[File:WebFCSheets2.png\|thumb\|none]]

	:iii) Since the required conditions are met, client is 65 or older and problem code 63 and County is Fulton or DeKalb, funding code 12 should be applied. We push the Funding Code Check button and see that funding code 12 is listed. If multiple Suggested Funding Codes were present, we could use the Priority property to decide which one to apply.		:iii) Since the required conditions are met, client is 65 or older and problem code 63 and County is Fulton or DeKalb, funding code 12 should be applied. We push the Funding Code Check button and see that funding code 12 is listed. If multiple Suggested Funding Codes were present, we could use the Priority property to decide which one to apply.

	[[File:~~FCA23~~.png]]		[[File:WebFCSheets3.png\|thumb\|none]]

	:iv) We could then change the problem code to 61 and check it again to insure the suggestion of Funding Code 12 disappears.		:iv) We could then change the problem code to 61 and check it again to insure the suggestion of Funding Code 12 disappears.

	:v) ~~Remember~~ to change the problem code back to the original value after testing.		:v) If you are using a live/real client record to test, remember to change the problem code back to the original value after testing.

Kempscas: /* Other Funding Code Conditions */

2017-09-18T18:55:53Z

Other Funding Code Conditions

← Older revision		Revision as of 18:55, 18 September 2017
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	Conditions for Other Funding Codes – We can use this method to look at the conditions for other funding codes. If we select the Title III funding code for example, you can see the conditions that it is subject to.		Conditions for Other Funding Codes – We can use this method to look at the conditions for other funding codes. If we select the Title III funding code for example, you can see the conditions that it is subject to.

	[[File:~~FCA20~~.png]]		[[File:WebFundingCodeAnalyzerTitleIII.png\|thumb\|none]]

	==Use==		==Use==

Kempscas: /* Checking Conditions */

2017-09-18T18:54:38Z

Checking Conditions

← Older revision		Revision as of 18:54, 18 September 2017
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	===Checking Conditions===		===Checking Conditions===
	If we go to the ~~Display~~ Existing Conditions and select our funding code, all the conditions that apply to that funding code are displayed. You can also see why your description is essential. Perhaps we should have described 2 as Fulton County and 2a as DeKalb County. This would have been more specific and easier to understand		If we go to the Modify Existing Conditions and select our funding code, all the conditions that apply to that funding code are displayed. You can also see why your description is essential. Perhaps we should have described 2 as Fulton County and 2a as DeKalb County. This would have been more specific and easier to understand

	===Other Funding Code Conditions===		===Other Funding Code Conditions===

Kempscas: /* Conditions */

2017-09-18T18:53:32Z

Conditions

← Older revision		Revision as of 18:53, 18 September 2017
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	::iv) We press Save/Finish and repeat the process of going to the Display Existing Conditions/Add tab and pressing Add New Condition. We repeat adding our funding code, type of condition and our description. We also place this condition in Group A		::iv) We press Save/Finish and repeat the process of going to the Display Existing Conditions/Add tab and pressing Add New Condition. We repeat adding our funding code, type of condition and our description. We also place this condition in Group A
	::v) Now we go to the Location tab again and place DeKalb there. Then we press Save/Finish		::v) Now we go to the Location tab again and place DeKalb there. Then we press Save/Finish

			[[File:WebFundingCodeAnalyzerSettings4.png\|thumb\|none]]

	[[File:WebFundingCodeAnalyzerSettings5.png\|thumb\|none]]		[[File:WebFundingCodeAnalyzerSettings5.png\|thumb\|none]]

Kempscas: /* Conditions */

2017-09-18T18:52:37Z

Conditions

← Older revision		Revision as of 18:52, 18 September 2017
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	::ii) Then we pick group A to include this condition from the Group Assigned pull down		::ii) Then we pick group A to include this condition from the Group Assigned pull down

	[[File:~~FCA16~~.png]]		[[File:WebFundingCodeAnalyzerSettings4.png\|thumb\|none]]

	::iii) We then go to the Location tab and set the County as Fulton		::iii) We then go to the Location tab and set the County as Fulton

	[[File:~~FCA17~~.png]]		[[File:WebFundingCodeAnalyzerSettings6.png\|thumb\|none]]

	::iv) We press Save/Finish and repeat the process of going to the Display Existing Conditions/Add tab and pressing Add New Condition. We repeat adding our funding code, type of condition and our description. We also place this condition in Group A		::iv) We press Save/Finish and repeat the process of going to the Display Existing Conditions/Add tab and pressing Add New Condition. We repeat adding our funding code, type of condition and our description. We also place this condition in Group A
	::v) Now we go to the Location tab again and place DeKalb there. Then we press Save/Finish		::v) Now we go to the Location tab again and place DeKalb there. Then we press Save/Finish

	[[File:~~FCA18.png]]~~		[[File:WebFundingCodeAnalyzerSettings5.png\|thumb\|none]]

	~~[[File:FCA19~~.png]]

	::vi) We save and this completes setting up our conditions.		::vi) We save and this completes setting up our conditions.

Kempscas: /* Conditions */

2017-09-18T18:48:09Z

Conditions

← Older revision		Revision as of 18:48, 18 September 2017
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	::v) We then go to the Client tab to set conditions specific to the client since this condition deals with the client. We will set the condition that the client’s age be greater or equal to 65		::v) We then go to the Client tab to set conditions specific to the client since this condition deals with the client. We will set the condition that the client’s age be greater or equal to 65

	[[File:~~FCA14~~.png]]		[[File:WebFundingCodeAnalyzerSettings2.png\|thumb\|none]]

	::vi) Next we got to the Case tab to set the condition that the problem must be Landlord Tenant. We can do that because this condition is applied the same way as age. It must be present. (Requires all)		::vi) Next we got to the Case tab to set the condition that the problem must be Landlord Tenant. We can do that because this condition is applied the same way as age. It must be present. (Requires all)

	[[File:~~FCA15~~.png]]		[[File:WebFundingCodeAnalyzerSettings3.png\|thumb\|none]]

	:5) Now it’s time to add the other two conditions. We press Save/~~Finish~~, then go back to the Display Existing Conditions tab and press Add		:5) Now it’s time to add the other two conditions. We press Save/Close, then go back to the Display Existing Conditions tab and press Add
	::i) We choose the same funding code and set the condition to Any in Group, All Groups True.		::i) We choose the same funding code and set the condition to Any in Group, All Groups True.
	::ii) Then we pick group A to include this condition from the Group Assigned pull down		::ii) Then we pick group A to include this condition from the Group Assigned pull down

Kempscas: /* Conditions */

2017-09-18T18:45:03Z

Conditions

← Older revision		Revision as of 18:45, 18 September 2017
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	:2) It’s best to set this up into a phrase that we can use to explain the funding code, such as: Age >= 65 And Pcode = 63 And (Ccounty = “Fulton” Or Ccounty = “Dekalb”). However, you don’t need to do this, since you will NOT have to do any programming to set these conditions. Simply select the first choice on the Funding Code Analyzer Home Screen Menu – Criteria -Create or Modify Conditions for a Funding Code.		:2) It’s best to set this up into a phrase that we can use to explain the funding code, such as: Age >= 65 And Pcode = 63 And (Ccounty = “Fulton” Or Ccounty = “Dekalb”). However, you don’t need to do this, since you will NOT have to do any programming to set these conditions. Simply select the first choice on the Funding Code Analyzer Home Screen Menu – Criteria -Create or Modify Conditions for a Funding Code.

	~~[[File:WebFundingCodeAnalyzerModify1~~.~~png\|thumb\|none]]~~		If you are adding new conditions to a new funding code, choose the funding code in the "Add a New Condition" box. Otherwise, choose a funding code in the "Modify Existing Conditions" box to view or modify existing conditions.

	~~Choose which Funding Code you want~~ to ~~add~~ or modify conditions ~~for, then:~~

	~~[[File:FCA12~~.~~png]]~~

	Choose the condition to be modified or click Add New Condition. In our example, we’ve chosen to Modify Condition.		Choose the condition to be modified or click Add New Condition. In our example, we’ve chosen to Modify Condition.

	~~[[File:FCA13.png]]~~

			[[File:WebFundingCodeAnalyzerModify1.png\|thumb\|none]]

	:3) Conditions – There are over 57 different conditions that can be combined to see if a particular funding code fits a case. For each condition, you choose how it will be applied to the data. There are three ‘types’ of conditions that can be used to analyze a case to see what the correct funding code(s) is/are. These types are supported by fields on the client intake.		:3) Conditions – There are over 57 different conditions that can be combined to see if a particular funding code fits a case. For each condition, you choose how it will be applied to the data. There are three ‘types’ of conditions that can be used to analyze a case to see what the correct funding code(s) is/are. These types are supported by fields on the client intake.

Kempscas: /* Conditions */

2017-09-18T18:42:33Z

Conditions

← Older revision		Revision as of 18:42, 18 September 2017
Line 55:		Line 55:
	:2) It’s best to set this up into a phrase that we can use to explain the funding code, such as: Age >= 65 And Pcode = 63 And (Ccounty = “Fulton” Or Ccounty = “Dekalb”). However, you don’t need to do this, since you will NOT have to do any programming to set these conditions. Simply select the first choice on the Funding Code Analyzer Home Screen Menu – Criteria -Create or Modify Conditions for a Funding Code.		:2) It’s best to set this up into a phrase that we can use to explain the funding code, such as: Age >= 65 And Pcode = 63 And (Ccounty = “Fulton” Or Ccounty = “Dekalb”). However, you don’t need to do this, since you will NOT have to do any programming to set these conditions. Simply select the first choice on the Funding Code Analyzer Home Screen Menu – Criteria -Create or Modify Conditions for a Funding Code.

	[[File:~~FCA11~~.png]]		[[File:WebFundingCodeAnalyzerModify1.png\|thumb\|none]]

	Choose which Funding Code you want to add or modify conditions for, then:		Choose which Funding Code you want to add or modify conditions for, then:

Kempscas: /* Other Funding Code Conditions */

2017-09-18T18:38:08Z

Other Funding Code Conditions

← Older revision		Revision as of 18:38, 18 September 2017
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	If we go to the Display Existing Conditions and select our funding code, all the conditions that apply to that funding code are displayed. You can also see why your description is essential. Perhaps we should have described 2 as Fulton County and 2a as DeKalb County. This would have been more specific and easier to understand		If we go to the Display Existing Conditions and select our funding code, all the conditions that apply to that funding code are displayed. You can also see why your description is essential. Perhaps we should have described 2 as Fulton County and 2a as DeKalb County. This would have been more specific and easier to understand

	==Other Funding Code Conditions==		===Other Funding Code Conditions===
	Conditions for Other Funding Codes – We can use this method to look at the conditions for other funding codes. If we select the Title III funding code for example, you can see the conditions that it is subject to.		Conditions for Other Funding Codes – We can use this method to look at the conditions for other funding codes. If we select the Title III funding code for example, you can see the conditions that it is subject to.

Kempscas: /* Checking Conditions */

2017-09-18T18:37:41Z

Checking Conditions

← Older revision		Revision as of 18:37, 18 September 2017
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	::vi) We save and this completes setting up our conditions.		::vi) We save and this completes setting up our conditions.

	==Checking Conditions==		===Checking Conditions===
	If we go to the Display Existing Conditions and select our funding code, all the conditions that apply to that funding code are displayed. You can also see why your description is essential. Perhaps we should have described 2 as Fulton County and 2a as DeKalb County. This would have been more specific and easier to understand		If we go to the Display Existing Conditions and select our funding code, all the conditions that apply to that funding code are displayed. You can also see why your description is essential. Perhaps we should have described 2 as Fulton County and 2a as DeKalb County. This would have been more specific and easier to understand