I can't get my client's
Fiscal Face Sheet to say 'Open.' How do I do that? Same question to
change them to "Closed."
You do their intake to 'Open'
them, and their discharge to 'Close'
them. Once you've done the formal intake, CILe automatically changes
their status to 'open.' Then, when they're done and you want to close
them, you do their discharge and CILe automatically changes their status
to 'closed.' Both the Intake and the Discharge are available on the
Client pop-up menu (right-click on the client's name on the client list
form).
I just added a new client but I can't
seem to put them on my schedule. Where are they?
When you sign into CILe, you are automatically
brought into the schedule screen. When the schedule screen first opens,
it populates the 'name' drop-down list with the clients who are in the
database at that time. When you add a new client, the schedule screen
didn't have it to grab when it opened. Now that you have added the new
client, click the "Refresh" button on the top of the schedule screen
and the drop-down name box will be updated with the new client, and
you can schedule them.
When I try to
access the Help system, I get the following message. How do I fix this
so I can use the Help system?
Go to the Start button and click "Run."
One command at a time, enter the following commands (cut and paste is
easiest) and click the "OK" button.
I have a session
showing up on my "Missing Session Notes" screen, and when
I look at the session notes, it has been done. Why is it on that listing,
and how can it get it off?
Your session will show up on that
listing if certain conditions are true.
In all cases, it starts with the client being scheduled for that
date. Then, it looks at the data on the session note itself. If
any of the information critical for the session note documentation
is missing (visit, service, session time, or diagnosis), it will
show up on that list.
Also, if you have the word "Note"
as the first word in the note, it will be listed. Having the word
"Note" as the first word of the session note tells CILe that you
have more work you want to do on this note, so you don't want to
lose track of it. If that's the only issue and you are finished
with the session note, then just delete the word "Note," and the
session will not show up on the Missing Session Notes listing the
next time you display it.
Occasionally, you will accidentally insert a note for a date and
time where you already have a note. If the second note has any of
the data missing as listed in item #1 above, then that note will
be displayed. Delete the duplicate note with the missing data, and
the note will no longer be on the missing notes listing. Just be
careful not to delete the note that has the electronic
claims information documented (the eclaim id at the bottom). [The
fact that you are even allowed to delete this note is a bug that
has been corrected in the next version (Version 3.0.8), but in the
mean time, you need to be careful.]
I have downloaded
the new CILe Help file, but when I go into CILe to execute it, it tells
me that it can't find the pages. How do I fix that?
This is a security feature of Windows
XP and Vista. Your system is set up to confirm the open command for
files of the .chm file type (which is a standard Help file) unless
you specifically give it permission to run it. To fix it, you need
to navigate in your Explorer to the C:\Program Files\CILe\Help
folder (image below) and double-click on
the CILe.chm file (Item #1) to open it. It will display a dialogue
box asking you to confirm that you want to open it, and it will have
a checkbox on that box (item #2) that says "Always ask before opening
this file." Uncheck that box and click "Open" (Item #3).
Your Help file will open. Go ahead and just close it, and CILe will
then be able to open it like it is supposed to.
I accidentally
deleted my only session note, and now CILe won't let me add another
one. All of the buttons are gone. How can I add a session note?
Because of the way the "Add New
Record" functions in Microsoft Access, I was forced to create that
note as a kind of 'place-holder,' so the buttons, etc., would appear
when you click the "Session Notes" item off of the client
pop-up menu. You can actually recreate another note yourself to act
as that placeholder by clicking "Phone Call of Misc Note"
on the clien pop-up menu. Once you've done that, you can go back to
the "Session Notes" item, then add your real note with the
"Add New Note" button, and delete the 'placeholder' note you
created. Unfortunately, you have to have at least one note for the session
notes screen to work.
My
insurance company is telling me that my electronic claims I've submitted
aren't on file. I know I've send them to the clearinghouse. Why aren't
they getting to my insurance company?
The key to getting your claim to the
right place is called the "Short Name (Pyr Shrt Nme)"
in I-Plexus. Go to the Help
page for setting up insurance companies and verify that
the short name (left-hand column on the screenshot) is the same as is
on the I-Plexus listing. I-Plexus matches that Short Name to their records
to determine where the claim is to be sent. If your claims aren't arriving
at the insurance company correctly, the best bet is that that Short
Name is incorrect. If you've double-checked it and it's correct, then
the next thing to check is the documentation provided by I-Plexus (the
"View Available Files" button on the upload page). Trace through
the documents for the electronic file that the missing claim was submitted
on and see if there is any information in the I-Plexus reports that
give you any information. You should be able to trace your claim all
the way through to submission to the insurance company. If the reports
show that the claim got there but the insurance company says it didn't,
then I would say again that you may have selected the wrong insurance
company off of the I-Plexus "Payer List (claim)" listing,
so double-check that. If that still doesn't answer the question, then
please e-mail me and I will try to help you figure it out.
I'm
trying to do another "Transfer to Excel" for today and it's not letting
me. Why not?
You have an older version
of CILe. If you upgrade to at least 3.0.8, it still won't let you
create the file, but it will give you a clearer error message to tell
you what to do about it.
Now, having said that, if you have an older version of CILe, you
actually have created another excel file, but it just wouldn't allow
CILe to append today's date to the filename because you already have
one in your "CILe EClaims" folder with today's date. You
can use your browser and navigate to the "CILe EClaims"
folder in your "My Documents" folder and you will find a
file with your name as the filename but no date extension (look at
the others in that folder to see the format). Simply append today's
date in the format yyyymmdda (note the addition of
the letter "a" at the end of the date format). You can use
any additional letter you choose. It will allow you to change the
name with the date and suffix added, and you can upload it to the
clearinghouse.
For more information, contact:
Open Heart Christian Counseling
Sue H. McHenry, LCSW-C
Waldorf, MD 20601
301-751-2058
Note: There are occasions
when an e-mail may get lost in cyberspace. I answer all e-mails, so
please, if you don't hear from me within 24 hours, e-mail me again.
Persistence will get you through.
