If you were not prompted to make the change by the Check for Updates feature, then you do not need to do this.
Who needs this and how to run it
There was a change to the way Case Note Additional Information data is processed in Titanium Schedule on 10/31/2004. If you recently updated to a
new version of Titanium Schedule from before that date, then you may have to take an additional step to convert your data.
You will be prompted to run this Updated Data 10/31/04 routine by the Check for Updates feature. You can also run it by going to the Case Note
section of the System Configuration screen. If you need to update your data, there will be a button titled Update Data 10/31/04 just to the right of
the Reason for Visit list button. If your data does not need this update, the button will not be visible, and you will not be prompted to do this by
the Check for Updates feature.
Setting Maximum Values
In the past, some lists let you enter a score, and others behaved more like checklists where you could just add the item and optionally select a
priority of Primary or Other. The new approach only supports scores and is more flexible than the old approach. This update routine is designed to move
your priorities to scores, so you will not lose that information.
For all of the Case Note Additional Information lists (Client Reported, Counselor Reported, Stressors, Symptoms, User Defined 1, and User Defined 2)
that you have been using, you need to decide what maximum scores you want to use for them in the future. (You can have a different maximum score for each list.)
The scores are an integer value and work better for the reports if the maximum score is less than or equal to 5. (If you must use a score greater then 5, try to
use multiples of 5 for the maximum score.)
You must use a scoring system where the higher the score, the more important the issue. (e.g. A higher numeric score means higher severity or higher
priority.) If you do not use scores this way the reports will not make sense.
Here are some examples to help you decide what to set the maximum to:
If in the past, you used a list as just a check list and want to continue to do so, you should use a maximum score of 1. (0 = No and 1 = Yes)
If in the past, you used just the Primary and Other settings and want to continue to have two choices, select a maximum score of 2. (1 = Other, 2 = Primary) Some centers have mentioned an interest in having more then just two priorities. This is the time to make the change. If you want Low/Medium/High, then select 3.
If you want to record values like Low/Medium/High or Mild/Moderate/Severe, select a maximum score of 3.
Some centers want a severity scale of 1 to 5 for lists of stressors and symptoms. If this is the case, you should specify a maximum score of 5.
When you run the Update Data 10/31/04 routine, it will prompt you with the lists that you're currently using and ask you for the maximum score for
each list that you want to use in the future. The conversion routine will assign any current data values that were set with a priority of Primary to the
maximum score, and any values that were set to Other will be assigned a score of 1.
Important: If you have been entering scores in some of these lists instead of using the priority dropdown list, call us before continuing. This
routine would incorrectly overwrite those scores in that situation.