Associating DVR counselors with RT's
In Thurston/Mason County, our local DVR counselors prefer to be contacted through their Rehab Technicians (RT), or at least have any correspondence copied to their RT. However, multiple counselors share RT's and those assignments change frequently, and it was requiring me to keep printed lists showing who is working with whom.
In order to have that association visible when I need it (to remind myself who to contact or copy for correspondence with a VRC), we are including the associated RT's name in the First Name of each VRC in the Funding Source Contacts screen. That way the names are together on the consumer index and profile, and on the authorization. (See screenshots attached.) This system is working very well for us (we don't do direct invoicing to DVR; if we did, there would be complications I'm sure).