Program Resources and Outcomes Management Information System
The official PROMIS web site by . On the Web at www.cleverex.com

Product Updates         Page: 1       Newest Updates
9/23/2008    -   PROMIS 5.1 Update 9/21/08

 

 

PROMIS v 5.1

Updates 9-21-08

 

TABLE OF CONTENTS

 

 

New Reports. 2

Updated Reports. 2

Home Page. 3

Reports. 3

Family Demographics. 4

Family Information. 4

My Case Notes. 4

Program Enrollment 4

Eligibility Type. 4

Health. 5

Child General Health. 5

Nutritional Assessment 5

Groups. 5

Staff 6

Volunteers. 6

Letters. 7

System Administration. 7

Organizational Structure. 7

User Account Management 7

Data Utilities. 7

 


 

New Reports

Children 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 Reports

Average 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 Page

Reports

Streamlined 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 Date Range) made for the report.

 

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.

 

All required EPSDT procedures will now display a Green Asterisk (*) in the necessary data entry screens.

 

Family Information

 Family Application Forms

Adjusted formatting in Application Form 1 to print more efficiently and use only one page.

 

My Case Notes

Enhanced print friendly version

Program Enrollment

Eligibility Type

Added in the following Eligibility Types:

"Enrolled due to status as Homelessness**"  -  if most recent Application has 'Was the Family homeless at any point during the enrollment year?' = Yes

 

"Enrolled although over income (100-130%) and no public assistance**" - If current eligibility income is between 100 and 130% of PG

 

Health

Child General Health

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.

Nutritional Assessment

Child'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.

Groups

Enhancement 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.

Staff

Removed 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.

 

Volunteers

Donation Details (Donation Received By), adjusted staff quick list drop down menu.

 

Letters

Edit/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 Administration

Organizational Structure

Added 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 Management

Enhanced access to Program Information Report. Allowing Users to have the ability to access PIR, but not make changes.

 

Data Utilities

Retrieve 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

Updates

 

TABLE OF CONTENTS

New Reports. 2

Updated Reports. 2

Home Page. 3

Task Manager 3

Data Request 3

Personal Settings. 3

Family Demographics. 3

Family Information. 3

Application History and Ownership. 3

Income History. 4

Family Application Forms. 4

Program Enrollment 4

Transition Tracking. 4

Child/Adult Development 4

Development Plan. 4

Health. 4