Wednesday, January 7, 2004

Business Update

We’re starting out the morning with a little better general frame of mind. There are still pressing concerns, but we were able to work forward on them. The first part was in figuring out "how to get to work." The higher powers that be decided to send a car for me and I was told I would be also driven home with cables in hand. It was like, ok ... they want me to work, right?

I decided after getting there that I should schedule myself more tightly to be achieving specific state inspection goals. That and being the first of a new year, I clicked on an old software favorite of ours. It’s called the Lotus Organizer.

After we sketched into the organizer how we thought our day could and should look, we wrote down a couple of notes, made a few calls, and started a new "To-do" list. We also re-instituted our timer. She’s been a good friend ... keeps us moving on task.

The goal is now set to be writing Qnotes (monthly summaries of the clients). We needed to cover the other bases though of ALL that needs doing. We’re woefully behind. I hadn’t filed proper for like 4 months. Usually we short cut by using an alphabetical sorter we keep in our top left desk drawer. So, we emptied that out (about 3-4 inches of paper).

Doing that helped us get the client files back under control. The next step is to go through the 24 client files to see what is missing and now that it is ‘04, we need to purge the files. Figured that all can be done at the same time. This is the time of year you write letters to parents reminding them to get in doctor and dentist appointments.

We’re behind on Annuals (client goals for the year) that need to be finished too. We were able to have meetings for 16 people during the last 4 months, but all the paperwork isn’t complete. After all that is said and done, we can be actually doing the Qnote work.

It’s not that anyone is being irresponsible, but being in any social service organization that is not properly funded or staffed, there is always more work than is possible to accomplish as timely as one might like . I think after a week or so, we’ll have to schedule in both CARF and Client file work. Unfortunately, next week we’ll also start up again with more annuals and intake meetings. We can do this, right?  It's still early, we can put in a couple hours before going to work.  Take it easy girl...

3 comments:

Anonymous said...

THANKS FOR VISITING MY SITE!!!!!!!!!!!!!

Anonymous said...

Ayn, you're on the right track, don't give up! You've done a great initial effort to get organized, it'll just take time. When things pile up it's quite a challenge to put them back in order, but once you do it and maintain it from then on, it's easy sailing. You're doing great, girl!

Anonymous said...

Thanks for the confidence Muse ... really helped ... just some tidying up of a few things ... brand new day ahead.

V. It's a pleasure to meet you too ... Thanks for stoppin in!