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Company: Personal Finance clear filter
Tuesday, February 4
 

2:15pm CST

Personal Finance Module
Tuesday February 4, 2025 2:15pm - 2:40pm CST
Edgewood
Community Services uses the Personal Finance Module, which has decreased the number of errors when documenting the deposits and withdraws of the Individuals PMF funds. In addition, we have seen a decrease in the number of incidents that are filed due to missing funds. Furthermore, by using this module, the Quality Management Department is able to audit accounts from their desk.
Moderators
avatar for Karen Niedermeier

Karen Niedermeier

Associate Director of Business Development, Therap Services
Started in the field: 1999Joined the Therap Team: 2015Part of the Following Teams: SalesMost Memorable Therap Trip: Cambridge, MD - the shore and bay area of Maryland are beautiful, and the customers are great too.Favorite Therap Tip/Trick: Activity Tracking will never do you wrong... Read More →
Tuesday February 4, 2025 2:15pm - 2:40pm CST
Edgewood
  Documentation

3:15pm CST

Personal Finance
Tuesday February 4, 2025 3:15pm - 4:00pm CST
Kingsley
Overview of the setup and record keeping of individuals' personal finance transactions, tracking receipts, reporting and reconciliation of accounts
Therap Presenters
avatar for Gavin Darby

Gavin Darby

Senior Support Specialist, Therap Services
Started in the field: 2009Joined the Therap Team: 2023Part of the Following Teams: Regular Provider Small ProviderFavorite Therap Tip/Trick: Export to excel can be so helpful for looking at the data from Therap in different waysFavorite Report: ISP Data ReportFavorite Module: ISP... Read More →
avatar for Nathaniel Hanley

Nathaniel Hanley

Senior Support Specialist, Therap Services
Started in the field: 2010Joined the Therap Team: 2022Part of the Following Teams: Digital Transformation Most Memorable Therap Trip: Pursue the Clues in Torrington, CT. It was a great team-building exerciseFavorite Therap Tip/Trick: Learn Excel because it makes exporting reports... Read More →
Tuesday February 4, 2025 3:15pm - 4:00pm CST
Kingsley
  Documentation
 
Wednesday, February 5
 

11:15am CST

Personal Finance
Wednesday February 5, 2025 11:15am - 12:00pm CST
Hermitage B
Overview of the setup and record keeping of individuals' personal finance transactions, tracking receipts, reporting and reconciliation of accounts
Therap Presenters
avatar for Gavin Darby

Gavin Darby

Senior Support Specialist, Therap Services
Started in the field: 2009Joined the Therap Team: 2023Part of the Following Teams: Regular Provider Small ProviderFavorite Therap Tip/Trick: Export to excel can be so helpful for looking at the data from Therap in different waysFavorite Report: ISP Data ReportFavorite Module: ISP... Read More →
avatar for Kristina Brockman

Kristina Brockman

Support Specialist, Therap Services
Wednesday February 5, 2025 11:15am - 12:00pm CST
Hermitage B
  Documentation
 
Thursday, February 6
 

3:15pm CST

Personal Finance
Thursday February 6, 2025 3:15pm - 4:00pm CST
Kingsley
Overview of the setup and record keeping of individuals' personal finance transactions, tracking receipts, reporting and reconciliation of accounts
Therap Presenters
avatar for Nathaniel Hanley

Nathaniel Hanley

Senior Support Specialist, Therap Services
Started in the field: 2010Joined the Therap Team: 2022Part of the Following Teams: Digital Transformation Most Memorable Therap Trip: Pursue the Clues in Torrington, CT. It was a great team-building exerciseFavorite Therap Tip/Trick: Learn Excel because it makes exporting reports... Read More →
avatar for Melody Oakley

Melody Oakley

Senior Support Specialist, Therap Services
Started in the field: 2007 Joined the Therap Team: 2022 Part of the Following Teams: Regular Provider Digital Transformation What are you most excited for at Nationals this year? I really want to see some snow! Most Memorable Therap Trip: Avon, Connecticut - there are some great... Read More →
Thursday February 6, 2025 3:15pm - 4:00pm CST
Kingsley
  Documentation
 
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2025 Therap National Conference
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