Roster Maintenance
Screen 1
The above screen appears after Utilities is selected from the menu bar and Roster Maintenance is selected from the drop down list.
The roster feature of the DHS Community Reporting System allows an agency to set up one or more lists - rosters of individuals or providers - identifying each roster with a two character identification number. When that two character identification number is entered in the Roster ID field on the service/billing screens, the system automatically fills in the individual or provider information. As each individual or provider is displayed automatically on the screen, information for that entity can be entered as appropriate.
This feature prevents tedium on the part of the user and cuts down on entry errors. By entering the roster information one time, the user can rely on the system to display it each month when new information needs to be entered.
Each roster can be updated/changed at any time, so that information is kept current.
Screen 2
To display a list of current Rosters, click on LIST. A list will then be displayed on the screen. The Rosters may be changed or deleted by clicking on the particular ID which will display the screen on the previous page. Click on the selected ID and the following screen will be displayed. The record may then be changed or deleted.
When creating a new Roster ID enter the ID and a Roster Name and click on PROCESS. This will save the Roster Name. An ID may then be added to the particular Roster ID by clicking on ADD to insert the ID into your newly created roster. The following creen will be displayed to add an ID.
Add/Change/Delete Roster Record Screen
The Roster may be sorted by Name, Client ID or with a user-defined sort. A user-defined sort can be made up of up to five characters or numbers in length. This will enable an agency to sort this roster in any manner it wishes.
