Tribal government related blogs

“Who is Going to Do My Data Entry?” -Real-Time Data Entry in RiteTrack

Do you ever find yourself asking “I don’t have time to use social media because I can’t find anyone to do the data entry for me” ? Probably not. Most of us post on social media such as Twitter, FaceBook, and Instagram when the mood strikes us. We do it real-time as events in our lives unfold. We take a picture and we post it. We see a post we like and we click “like”. Social media platforms are so easy to use that it has almost become an extension of ourselves.
Lady-on-headset-lowres
Why then is it that most government case management software is still looked upon as a burden, something we have to enter data into? Here at Handel we often hear objections from prospective clients like “who is going to enter the data for us” or “our staff is so busy we can’t burden them with any more work”. Fortunately, we rarely hear these complaints from our customers who have already implemented RiteTrack. When correctly implemented a system like RiteTrack can become an extension of the work you do. You don’t need additional staff to do your data entry. Rather than going back to your office to “catch up on paperwork” the paperwork is generated as you do your work. Rather than being a burden to your staff, it empowers them to do their job better. In fact, the majority of our customers will claim that RiteTrack enables their employees to spend more time with the clients that they serve and less time doing paperwork. As a system generates better data and frees up staff time, this ultimately leads to better services for the people that you serve. Better data leads to better information, which in turn informs better decisions. Everyone wins.
So how is this possible? I believe there are four areas in particular that contributes to how RiteTrack succeeds in this area.
  • Distributed data-entry
  • Relational data
  • Intuitive user interfaces
  • Web-based software
Distributed Data-Entry
RiteTrack is a role-based system. This means each user has a role and they enter the data relevant to their specific job. This reduces the “data-entry” burden because it is not one person’s responsibility to enter all data relative to a specific client.  Each person has a little piece of the software in which they do their work. An admissions manager at a juvenile facility does the intake. A caseworker establishes a treatment plan. A counselor enters a progress note after providing services. Over time, different people contribute different pieces of information which gradually builds the case, improves communication, provides better information, and creates better outcomes.
Relational Data
All data in RiteTrack is related in one way or another. RiteTrack uses a highly relational database that reduces the need for re-typing data. For example, in a traditional database, you may need to enter a clients name, phone number, address, parent information each time they come in. Let’s say that a client is entered into RiteTrack. This client has a sibling who was previously entered in the system. Through RiteTrack’s relationship module, it becomes easy to “inherit” select information from the sibling such as parents names, addresses, phone numbers. This reduces the data entry burden on your staff and provides better information across the board. Let’s say during intake it is established that the client has a new address. The old address is archived, the new address is entered, and now everyone have access to the latest address information.
Intuitive User Interfaces
Frequently, traditional “data entry systems” were difficult to use because they were poorly designed and/or built on old technology platforms. Anyone remembering having systems where you had to click 5 or more times to get to the screen you needed? RiteTrack was built from the ground up to optimize the work-flow and minimize the number of clicks or keyboard strokes that a user have to execute. With frequent use of customizable drop-down boxes and hyper links, navigation and data entry is optimized to be as efficient as possible. This allows the user to focus on entering information, not looking up or navigating.
RiteTrack 5 Capture

RiteTrack facilitates easy navigation through hyperlinks.

Web-Based Software
Because RiteTrack is web-based you can access your information from anywhere you have an internet connection. This means you can enter data while in the field, while in a court-room, or even in your office. You enter data as events happen, not afterwards.
We hope to have an opportunity to help your organization transition to an information solution where data entry is no longer viewed as a burden but rather a process that is built in to and aligned with your daily activities.  That has been our mission since day 1 and continues to become easier as technology evolves, as broadband expands, and as we all become more used to technology being part of our daily lives.

Packing Up and Moving Your Data

In our age of technology and communication it is common that our customers are adopting RiteTrack after using another data management system, often for a substantial amount of time. One of the largest concerns that we deal with is, “Will we get to keep our data and will it be complete?” At Handel, we understand that historical information is invaluable to spot trends, maintain reporting requirements, and increase interdepartmental communication. That is why we have developed proprietary software to quickly and accurately convert legacy data into RiteTrack.

Our data conversion process starts at the very beginning of our project management process; Handel views data conversions as a key and central part of our software implementations, not as an afterthought. Our trained project managers begin by explicitly mapping out each column in every table in the legacy database and define a place for it to go in the new RiteTrack system. This process takes place alongside the creation of the system design so that the mapping is completed before we start developing the system in order to make certain that no crucial data is left behind. During this process your project manager will highlight areas where the legacy data may not be clean or accurate so that no dirty information finds its way into the new system.

While on the initial site visit, your project manager will sit down with you and your staff to walk through your legacy system to gain a full understanding of its functionality, how your staff uses it, and any potential difficulties that may arise in the conversion process. Since every system is different we make sure to take the time to get to know it. This practice gets to the core of how Handel does business; each project and each customer is unique and we dedicate ourselves to forming a relationship based upon communication, transparency, and honesty.

Once a conversion map has been completed and approved, the data will begin the process of being moved into RiteTrack. Our skilled developers have built software to assist us in the conversion process. Using this single core technology reduces errors, speeds up the conversion process, and lowers cost. Our data conversion experts work side-by-side with our project managers throughout the entire project to make sure that this process is as streamlined as possible.

Much like our software development, our data conversion process involves multiple rounds of testing and validating to make sure that the end product is exactly what it should be. You and your staff will be able to see and test the converted data in a sandbox version of RiteTrack, this will even include any custom fields that have been added. For larger systems this is often done in phases to ensure that nothing is missed in the sheer volume of information we work with.

ConversionProcess

Handel’s Conversion Process (Click to Enlarge)

 

We have utilized this process on databases of all sizes, from a few thousand rows of data up to millions of rows. To gain a more complete understanding of how our data conversions fit into the entire software implementation process please read Problem Solved: A Story of Vanquishing Risk and Complexity.
Finally, when the entire data conversion has been tested and approved, Handel will pull a final and current copy of the legacy database for conversion. This information will be what eventually comprises your initial RiteTrack system. At the end of this process your users will have a new, friendly, and easy-to-use software solution complete with all of the data that has been tirelessly entered by users in the legacy system.

This simple, yet powerful, methodology, when paired with our proprietary software, takes the often frustrating and error-prone process of converting data and turns it into an efficient and organized procedure. What is more, our data conversions are fully supported just like our software. If there is an issue found after RiteTrack has gone live our data conversion experts will rectify the error, often with zero downtime for users. Our philosophy for data conversions is the same as it is for building software; we center everything on our clients and their needs in our pursuit for the best product possible.

White Earth Nation WE CARE system of care model run on RiteTrack

Since 2013 White Earth Nation has transferred human service cases for tribal members and their families from delivery by Minnesota counties. In order to provide the best services the Tribe developed the White Earth Coordination, Assessment, Resource and Education (WE CARE) case management model. This system of care model is a client-focused, client-driven model that requires client input and involvement. WE CARE focuses on program collaboration and communication to develop and execute an interdisciplinary plan based on the goals that the client wants to work on. WE CARE utilizes RiteTrack to enable assessment, collaboration, plan development, and outcome tracking.

White Earth Coordination, Assessment, Resource and Education (WE CARE) is a coordinated and holistic case management approach seeking to assure the long-term well-being of children, families and communities. WE CARE’s goals are to

  • decrease duplication while increasing access to services
  • increase client referrals
  • enhance access to resources for clients
  • increase communication and coordination between tribal programs through innovative technology

A primary goal of WE CARE is for services to be client-driven, and success is defined by the client as well.

White Earth Nation recognized that while there were services available to clients, the administration of these services was often ineffective and inefficient. Programs did not communicate and services were not prioritized. Clients could be left feeling confused and overwhelmed, and while a program may claim “success,” the client did not feel successful. The WE CARE model seeks to enhance collaboration between tribal programs, non-tribal programs, community and family in order to address the physical, mental, spiritual and emotional needs of clients. WE CARE relies on client input to direct outcomes, define goals , and determine how success will be defined. The WE CARE Plan, developed with the client, may include services from Child Protection, Child Care/Early Childhood, Head Start, Employment, Education, Mental Health, Substance Abuse, and more.

WE CARE leverages RiteTrack in order to enable collaboration, communication and outcome reporting for this interdisciplinary approach. The process begins with the client signing a Universal Release giving permission allowing data entry of a Universal Intake form into the database system. The Universal Intake is completed in RiteTrack and automatic notifications are sent to programs which are identified as applicable to the needs of the client. These are delivered via secure email with a live link to the record in RiteTrack. Identified programs then individually call the client to offer services, which the client can accept or deny. Any program whose services the client accepts will become a part of the WE CARE team for that client. All team members sign a Legal Confidentiality Form defining responsibilities for sharing information about the client and plan. The WE CARE team and client then develop a WE CARE plan based upon the needs identified in the Universal Intake Form. This WE CARE plan is defined in RiteTrack and includes detailed views of goals, strategies, staff assistance, notes and assigned programs. The WE CARE plan is printed and shared with the client for review and sign-off on the goals and empowerment strategies developed. The plan is updated in RiteTrack throughout service provision and outcomes are tracked. Information reported from the system is then used for federal and state grants as well as communication of outcomes to Tribal Council and the community.

The WE CARE model was developed by a specially chosen development team that created the process and model. Included in this development was the creation of a Universal Intake form, confidentiality form, and WE CARE plan. Additionally, an educational curriculum for staff regarding WE CARE was created to ensure the model was understood and administered effectively. The development team proposed recommendations for the WE CARE Advisory Board, an entity that works to support the program for both staff and clients. Then a public relations campaign was initiated to inform the White Earth Nation about WE CARE and the services it offered. Because of comprehensive and thoughtful planning, the WE CARE model was given the best chance for a successful implementation.

A WE CARE Advisory Board was established based on the Development Team’s recommendations to support and strengthen case management teams. The Advisory Board is comprised of division managers, not WE CARE team staff, and represents WE CARE on several fronts. It acts as a liaison with WE CARE clients and other constituents using this communication to monitor and strengthen services provided.It also provides feedback to Tribal Council and ensure adequate financial resources to support the program.

Through thoughtful, interdisciplinary planning, careful execution and comprehensive support, the WE CARE program has become an exceptional model for comprehensive service delivery to children and families in Indian Country. The WE CARE model uses best practices and collaboration between programs and clients to ensure the best outcomes. The program has developed innovative ways of utilizing technology to enhance collaboration, communication and reporting and to safeguard funding while providing sustainability for the program.

Jennifer Stevens, RN, PHN, White Earth Nation Home Health Agency Manager and Casey Bader, Vice President at Handel IT, will be presenting on the WE CARE model at the upcoming NICWA Conference, April 19 – 22, in Portland, OR.

Problem Solved: A Story of Vanquishing Risk and Complexity

I was told growing up that when you experience success you should act like you’ve experienced it before. Don’t flaunt your touchdown reception or first place finish; act like you’ve been there before. However, I quickly realized that there is a huge difference between simply acting like one has done something and actually having done it.

So, what does this all have to do with software implementations and case management? The simple answer is that there is a large collection of companies out there that claim to be able to take on massive projects to design, develop, and implement a large enterprise-level software solution. How should project leaders with large and complex projects choose a vendor from the plethora of options available to them?

Most people know that in enterprise-level software implementations, risk is proportionally tied to the complexity of the project. If the complexity goes up the risk does as well. With that in mind, what are we to think of projects on the extreme end of complexity? What if we are taking multiple legacy systems and want to put them into one single and comprehensive system? What if we also want to bring multiple departments together onto one single system in that same project? What if there are federal and state reports that must justify from the moment the system goes live? What if we need to integrate with other systems at the same time that everything else is happening? If risk of failure is directly proportional to the complexity of a project, should we even bother attempting such bold initiatives?

Risk and Complexity

Click to Expand

 

The answer to that final question is a resounding ‘yes’. It is worth pursuing because of the benefits that it can lead to. Bringing multiple systems together reduces complexity and duplication of data entry which, in turn, reduces errors. Having multiple departments or facilities operate on one common platform increases communication and improves outcomes for clients. The risk, in other words, is worth the potential rewards that a system that can do all of those things could bring. However, that one question still lingers… What if it fails?

This is where proven success comes into play. It is not enough to know that a company could potentially complete a project. These projects need a company that has been there before. The type of system described above with multiple data conversions, bringing previously disparate departments together on one system, reporting to federal and state agencies accurately from day one, and integrating with other software systems describes most of Handel’s customers. We have proven success on every single one of our solutions, from unifying government agencies of a Tribe to providing a system that unifies detention and residential facilities for a county.

Large and complex projects require the devoted attention of software professionals who have repeated success and a strong, standard solution. We have devoted countless hours to designing, testing, and refining each of our solutions to meet the needs of our clients with our standard functionality, whether it is for a CPS Department, Juvenile Detention Facility, TANF Department, or a multitude of other systems. This standard functionality not only brings down cost, it also lessens risk.

While most systems require small changes, we have found that our standard platform will accomplish most of the needed functionality within the markets that we serve. Completely custom solutions that are built from the ground up may sound wonderful at the beginning of a project. However, these projects are the most likely to end up over budget, behind schedule, and outside of scope. We at Handel know this because that is how we used to build software solutions. We built our latest version of RiteTrack to combat all of those things; we provide a common framework to all of our customers, thoroughly test and refine each one of our software modules, and send updates to all of our systems whenever we make something better or fix the rare bug we run into. This means that not only is your project more likely to be successful on the front end, but also that our customers never have to worry about having a system that nobody knows how to fix or update five or ten years down the road.

And what of those things that will always be custom to an individual software solution? We handle (yes, pun is intended here) data conversions, systems integration, custom reporting, attaching custom modules to our standard framework, training and system documentation, and everything else imaginable on a regular basis. All of our staff, from our sales personnel to our project management staff to our software developers, are trained to create custom alterations and additions to make our software work for you in the most optimal way possible.

Consultant

This combination of our standard software offering and our staff’s familiarity with providing insightful and accurate consulting creates a unique environment where we can reduce the risks imposed by time, cost, and scope of a project as a whole while also building a software solution that keeps your legacy data, communicates with other systems, and improves upon your organization’s reporting abilities. Handel’s ability to accomplish all of these extremely complex things comes from our more than 17 years of corporate experience and our tireless efforts to make the best standard software for each industry we serve. Our experience and work makes it possible for organizations to dream big about what their case management software can do for them.

Though these types of projects are large, complex, and sometimes even scary, Handel can help mitigate all of that. We have been there before and our customers have experienced great success using our system. Our track record shows that our methodologies, standard software offerings, and innovative technologies work. So, go ahead and dream big and know that if Handel is your partner your project, no matter how big, will be a success.

Red Lake Nation Partners with Handel to Implement Tribal Court Solution

Red Lake Nation has partnered with Handel to implement the RiteTrack Tribal Court Module for its Tribal Courts. Tribe-specific configuration for the solution should be completed sometime in late March with a live date set for shortly after that. Red Lake Nation maintains its own Tribal Courts that provide both criminal and civil services for the band members. Court staff handles as many as 2,000 criminal and civil proceedings annually.

 

 

Pechanga Band of Luiseño Indians Goes Live on RiteTrack Tribal TANF Solution

The Pechanga Band of Luiseño Indians Tribal TANF department went live on its new RiteTrack system in January 2015. RiteTrack was customized for the unique eligibility requirements of the Pechanga TANF program. With the TANF department live on RiteTrack, a second phase slated to implement the Child Protective Services and Indian Child Welfare Module will begin later this year.

TANFThe Pechanga TANF Program assists low income families moving toward self-sufficiency by providing cash aid and other assistance designed to increase job preparation, employment, and allow children to be cared for in their own homes.

 

The Mohegan Tribe Expands Its Integrated RiteTrack Solution

The Mohegan Tribe, a long-standing, honored Handel customer operating a well-integrated RiteTrack solution, recently launched a new Tribal Housing Authority Module in January 2015. This represents the next spoke of the hub-and-spoke information management model for its tribal services. The solution gives the Tribe a central database for member information that provides consistent information across services. Currently implemented spokes are

  • Member Information Management
  • Demographics Information
  • Voting Management
  • Social Services Management
    • Child Care
    • Loan Programs
    • Fuel/Utility Assistance
    • Maternity Leave
    • Special Needs
  • Education
  • Financial Assistance
  • Burial Committee
  • Career Development
  • Cultural Programs
  • Housing Authority

Handel IT and White Earth Nation chosen to present at NICWA Conference

The National Indian Child Welfare Association (NICWA) has selected Handel IT to present at its 33rd Annual Protecting Our Children National American Indian Conference on Child Abuse and Neglect which is taking place from April 19-22, 2015 in Portland, Oregon. Handel is presenting with the White Earth Nation on the White Earth Coordination, Assessment, Resource, and Education (WE CARE) case management model.

This innovative system-of-care model is client-focused, client-driven and requires client input and involvement throughout service delivery. WE CARE focuses on program collaboration and communication to develop and execute an interdisciplinary plan based on the goals that the client identifies. RiteTrack is used by WE CARE to enable assessment, collaboration, plan development and outcome tracking. Through thoughtful, interdisciplinary planning, careful execution and comprehensive support, the WE CARE program has become an exceptional model for comprehensive service delivery to children and families in Indian Country.

The White Earth Nation WE CARE Model presentation will be from 3:30 – 5:00 p.m. on Tuesday, April 21st. If you will be attending the conference, please attend this presentation. Handel is proud to continue to be involved in the important discussions concerning Indian Child Welfare with NICWA. This is the fourth year Handel has presented on innovative uses of technology in Indian Country for child and family services.

Reaching Your Clients: The Importance of Address Verification

Often one of the most frustrating experiences a user of enterprise software can have is the inability to track address information in a consistent and reliable way. This arises mostly due to the fact that most software systems don’t verify address information, which leaves the formatting of an address up to each individual user. This “free form” system of entering data can seem to make a system more flexible, but in reality it creates a large amount of unusable data.

To provide an illustration, below are some examples of the issues that we have run into in our data conversions when organizations upgrade to RiteTrack:

  • Incomplete, invalid, or missing zip codes
  • Street address with no street name
  • Descriptive text that is not an address such as ‘Incarcerated’, ‘Unknown’, or, my personal favorite, ‘I Do Not Know’

All of these issues lead to one common problem; addresses in most databases cannot be readily trusted to be accurate. During data conversions from legacy systems to RiteTrack, we often identify that up to 50% of addresses that were entered into an outdated system are incomplete, inaccurate, or not even an address. Luckily, there is one common solution to solve this problem. That answer is address verification.

RiteTrack utilizes the power of Google Maps to verify addresses, help complete missing information, and keep consistent formatting in the addresses that users track. This single solution, using Google’s API, leads to more accurate reporting, reduced data entry time, and, most importantly, a database that can be trusted.

What is more, by using Google Maps, RiteTrack also can provide all of the advanced functionality that users have come to expect from technology in other areas of their lives. If a person’s personal cell phone can provide them directions to their destination, then surely an enterprise software solution should be able to. Sadly, most systems don’t. When we developed RiteTrack we set out to change that. Below are a series of screenshots to show how easy it is to use our advanced address functionality to provide an unprecedented user experience.

Even with a poorly formatted address, as seen below, RiteTrack is able to make suggestions about the addresses that closely match a search.

Address Search

Using the incomplete and poorly formatted address above, RiteTrack identifies potential addresses that have been verified as actually existing.

Address Search Results

With a single click of a button a user can select the correct address, which will also be correctly formatted automatically for users. The data validation that was once was impossible in older systems takes two clicks in RiteTrack.

What is more, with a single click RiteTrack can access a Google Maps search of the address in a separate browser tab and users instantly have access to the power and functionality of Google’s software. No retyping the address; no copy and paste; it just works.

Website5

By being able to access Google Maps from inside of RiteTrack, users can not only view a map and a street view of a location, but can also get directions there, export those directions to their smart phones and other devices, or use any of Google’s other functionality. The power that users have come to expect from their personal devices can now also be brought to their offices. Handel believes that if your smart phone can do it, your enterprise software should as well.

Handel IT is the creator of RiteTrack, a web-based information management software used by human services programs throughout the country. It provides the primary means for thousands of caseworkers, administrators, and other professionals to manage their clients and caseloads.

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