Person Management and Enrollment in RiteTrack : Why it is a Must Have!

1. Person Management and Enrollment in RiteTrack: Why it is a Must Have! Presented byJoe NevshemalVP of Business DevelopmentHandel Information Technologies, Inc.

2. What is Person and Case Management? • Person Management • The ability to manage person specific information in an easily displayable, workable, and updateable format • Case Management - The ability to manage case specific information in an easily displayable, workable, and updatable format.

3. Why is both of this important to almost any software solution? • Data can be: • Shared • Secured • Updated • Added • One record without duplicate entries

4. History of Information Management • Paper • Advent of Excel • Centralized Solution

5. Paper • Invented in 105 AD by a Ts’aiLun, an official of the Imperial Court • Still used today • Once updated have to find another way to update • Must store and preserve - Georgia Tech – Robert C. Williams Paper Museum

6. Paper - Georgia Tech – Robert C. Williams Paper Museum

7. Costs of Paper • Paper itself • Employee time searching • Employee time creating new paper documents • Storage • Losing documents • Organizing staff

8. Microsoft Excel • Invented in 1985 by Microsoft • Mac in 1985 • PC in 1987 • Great for information management • Terrible for multi-user access to information

9. Excel as a Person Management Solution

10. Excel as a Person Management Solution

11. Excel as a Person Management Solution • Which data is the correct data? • Which spreadsheet is the most up to date? • What if one spreadsheet has some updated information while the other does not? • Who fixes this? • Who decides?

12. Excel as a Person Management Solution • Deletion and Historical Record Keeping? • None • Security • None • Multi-user Access • Very Limited • User Interface • Everyone set up their Excel documents differently

13. Excel as a Person Management Solution • 43% of Tribes use Excel to manage all their member information • 40% of small clinical organizations use Excel to manage client information TODAY!

14. Centralized Solution • Crosses multiple departments • All share in the same data • Security in place to limit view, add, update, and delete of information • Easy to search • Easy to work in • Easy to organize

15. Centralized Solution • Dramatic time and money savings • Data known to be accurate on access • Organized and straight forward • Time spent adding valuable information not finding information • Update time dramatically faster • Data review easier • Data security possible

16. Centralized Solution: RiteTrack

17. Centralized Solution: RiteTrack • Sample Person Record

18. Centralized Solution: RiteTrack • Maintains historical data • Maintains current data • Logical layout for easy use

19. Centralized Solution: RiteTrack • Go paperless! • Let the software organize and manage your information

20. Centralized Solution: RiteTrack • Even more paperless!

21. Centralized Solution: RiteTrack

22. Centralized Solution: RiteTrack • Address Verification! • Make sure what information in the system is correct • Map it for easy review and travel • Update information as needed • Maintain historical information and timeframes

23. Centralized Solution: RiteTrack

24. Solve the Pain • Look for a centralized person and case software solution • Find one expandable for your needs • Make sure security is field level and possible

25. Questions