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| case management spreadsheet template: Accounting Fundamentals for Health Care Management Finkler, Thad Calabrese, David M. Ward, 2018-02-05 Accounting Fundamentals for Health Care Management is ideal for an introductory course in financial accounting in both undergraduate and graduate programs. With a focus on basic accounting in health care management, this essential book contains the vocabulary of and an introduction to the tools and concepts employed by finance officers. Students will learn how to assess financial information, ask the appropriate questions, and understand the jargon-laden answers. |
| case management spreadsheet template: Accounting Fundamentals for Health Care Management Steven A. Finkler, David M. Ward, Thad Calabrese, 2018-01-29 Accounting Fundamentals for Health Care Management is ideal for an introductory course in financial accounting in both undergraduate and graduate programs. With a focus on basic accounting in health care management, this essential book contains the vocabulary of and an introduction to the tools and concepts employed by finance officers. Students will learn how to assess financial information, ask the appropriate questions, and understand the jargon-laden answers. |
| case management spreadsheet template: 168 Hours Laura Vanderkam, 2011-05-31 It's an unquestioned truth of modern life: we are starved for time. We tell ourselves we'd like to read more, get to the gym regularly, try new hobbies, and accomplish all kinds of goals. But then we give up because there just aren't enough hours to do it all. Or if we don't make excuses, we make sacrifices- taking time out from other things in order to fit it all in. There has to be a better way...and Laura Vanderkam has found one. After interviewing dozens of successful, happy people, she realized that they allocate their time differently than most of us. Instead of letting the daily grind crowd out the important stuff, they start by making sure there's time for the important stuff. When plans go wrong and they run out of time, only their lesser priorities suffer. Vanderkam shows that with a little examination and prioritizing, you'll find it is possible to sleep eight hours a night, exercise five days a week, take piano lessons, and write a novel without giving up quality time for work, family, and other things that really matter. |
| case management spreadsheet template: Effective Document and Data Management Bob Wiggins, 2016-04-29 Effective Document and Data Management illustrates the operational and strategic significance of how documents and data are captured, managed and utilized. Without a coherent and consistent approach the efficiency and effectiveness of the organization may be undermined by less poor management and use of its information. The third edition of the book is restructured to take this broader view and to establish an organizational context in which information is management. Along the way Bob Wiggins clarifies the distinction between information management, data management and knowledge management; helps make sense of the concept of an information life cycle to present and describe the processes and techniques of information and data management, storage and retrieval; uses worked examples to illustrate the coordinated application of data and process analysis; and provides guidance on the application of appropriate project management techniques for document and records management projects. The book will benefit a range of organizations and people, from those senior managers who need to develop coherent and consistent business and IT strategies; to information professionals, such as records managers and librarians who will gain an appreciation of the impact of the technology and of how their particular areas of expertise can best be applied; to system designers, developers and implementers and finally to users. The author can be contacted at curabyte@gmail.com for further information. |
| case management spreadsheet template: Healthcare Quality Management Zachary Pruitt, PhD, MHA, CPH, Candace S. Smith, PhD, RN, NEA-BC, Eddie Perez-Ruberte, 2020-02-28 Healthcare Quality Management: A Case Study Approach is the first comprehensive case-based text combining essential quality management knowledge with real-world scenarios. With in-depth healthcare quality management case studies, tools, activities, and discussion questions, the text helps build the competencies needed to succeed in quality management. Written in an easy-to-read style, Part One of the textbook introduces students to the fundamentals of quality management, including history, culture, and different quality management philosophies, such as Lean and Six Sigma. Part One additionally explains the A3 problem-solving template used to follow the Plan-Do-Study-Act (PDSA) or Define, Measure, Analyze, Improve, and Control (DMAIC) cycles, that guides your completion of the problem-solving exercises found in Part Two. The bulk of the textbook includes realistic and engaging case studies featuring common quality management problems encountered in a variety of healthcare settings. The case studies feature engaging scenarios, descriptions, opinions, charts, and data, covering such contemporary topics as provider burnout, artificial intelligence, the opioid overdose epidemic, among many more. Serving as a powerful replacement to more theory-based quality management textbooks, Healthcare Quality Management provides context to challenging situations encountered by any healthcare manager, including the health administrator, nurse, physician, social worker, or allied health professional. KEY FEATURES: 25 Realistic Case Studies–Explore challenging Process Improvement, Patient Experience, Patient Safety, and Performance Improvement quality management scenarios set in various healthcare settings Diverse Author Team–Combines the expertise and knowledge of a health management educator, a Chief Nursing Officer at a large regional hospital, and a health system-based Certified Lean Expert Podcasts–Listen to quality management experts share stories and secrets on how to succeed, work in teams, and apply tools to solve problems Quality Management Tools–Grow your quality management skill set with 25 separate quality management tools and approaches tied to the real-world case studies Competency-Based Education Support–Match case studies to professional competencies, such as analytical skills, community collaboration, and interpersonal relations, using case-to-competency crosswalks for health administration, nursing, medicine, and the interprofessional team Comprehensive Instructor’s Packet–Includes PPTs, extensive Excel data files, an Instructor’s Manual with completed A3 problem-solving solutions for each Case Application Exercise, and more! Student ancillaries–Includes data files and A3 template |
| case management spreadsheet template: Financial Management for Nonprofit Organizations John Zietlow, Jo Ann Hankin, Alan Seidner, Tim O'Brien, 2018-04-10 Essential tools and guidance for effective nonprofit financial management Financial Management for Nonprofit Organizations provides students, professionals, and board members with a comprehensive reference for the field. Identifying key objectives and exploring current practices, this book offers practical guidance on all major aspects of nonprofit financial management. As nonprofit organizations fall under ever-increasing scrutiny and accountability, this book provides the essential knowledge and tools professional need to maintain a strong financial management system while serving the organization’s stated mission. Financial management, cash flow, and financial sustainability are perennial issues, and this book highlights the concepts, skills, and tools that help organizations address those issues. Clear guidance on analytics, reporting, investing, risk management, and more comprise a singular reference that nonprofit finance and accounting professionals and board members should keep within arm’s reach. Updated to reflect the post-recession reality and outlook for nonprofits, this new edition includes new examples, expanded tax-exempt financing material, and recession analysis that informs strategy going forward. Articulate the proper primary financial objective, target liquidity, and how it ensures financial health and sustainability Understand nonprofit financial practices, processes, and objectives Manage your organization’s resources in the context of its mission Delve into smart investing and risk management best practices Manage liquidity, reporting, cash and operating budgets, debt and other liabilities, IP, legal risk, internal controls and more Craft appropriate financial policies Although the U.S. economy has recovered, recovery has not addressed the systemic and perpetual funding challenges nonprofits face year after year. Despite positive indicators, many organizations remain hampered by pursuit of the wrong primary financial objective, insufficient funding and a lack of investment in long-term sustainability; in this climate, financial managers must stay up-to-date with the latest tools, practices, and regulations in order to serve their organization’s interests. Financial Management for Nonprofit Organizations provides clear, in-depth reference and strategy for navigating the expanding financial management function. |
| case management spreadsheet template: Effective Security Management Charles A. Sennewald, 2003-02-24 This latest edition of Effective Security Management retains the qualities that made the previous editions a standard of the profession: a readable, comprehensive guide to the planning, staffing, and operation of the security function within an organization. All chapters are completely updated with the focus on practical methods that the reader can put to use in managing an effective security department. The Fourth Edition covers current computer applications that can help in the administrative, managerial, and supervisory aspects of the security function. In addition, two new chapters address employee management in detail. The first, Lifestyle Management for Managers, will discuss motivation at work: the how, when, where, what and why of self-motivation for the boss. The second, The Departing Employee, will discuss the exit interview and the information that can be gained in that process. Also, back by popular demand, are the author's Jackass Management Traits, 32 humorous portrayals of negative management traits that illustrate very real problems that can undermine the effectiveness of supervisors and managers. * Includes a new chapter on the use of statistics as a security management tool * Contains complete updates to every chapter while retaining the outstanding organization of the previous editions * Recommended reading for The American Society for Industrial Security's (ASIS) Certified Protection Professional (CPP) exam |
| case management spreadsheet template: The Green Book Great Britain. Treasury, 2003 This new edition incorporates revised guidance from H.M Treasury which is designed to promote efficient policy development and resource allocation across government through the use of a thorough, long-term and analytically robust approach to the appraisal and evaluation of public service projects before significant funds are committed. It is the first edition to have been aided by a consultation process in order to ensure the guidance is clearer and more closely tailored to suit the needs of users. |
| case management spreadsheet template: Microsoft Word and Excel 2013/365 Theodor Richardson, 2014-10-20 As part of the new Pocket Primer series, this book provides an overview of the major concepts and tutorial videos to use Word and Excel. The book serves as a starting point for deeper exploration of Word and Excel. The focus of this book is on using these two software packages and includes instruction for Word 365, which includes both Word 2013 for Windows and Word 2011 for Macintosh. Features: Includes tutorial videos on the companion DVD Provides an overview of the most important Word and Excel techniques Contains Word and Excel graphics and animation effects |
| case management spreadsheet template: Postmortem Fingerprinting and Unidentified Human Remains Marzena Mulawka, 2013-12-12 Fingerprinting is the least expensive and efficient forensic identification modality. Postmortem Fingerprinting and Unidentified Human Remains is an accessible and thorough guide to the forensic identification of postmortem fingerprint records from unidentified deceased—from fingerprint acquisition to submission and case management. The methods described in Postmortem Fingerprinting and Unidentified Human Remains use a number of different fingerprinting techniques to acquire examination-quality prints. Additionally, methods for accessing databases for humanitarian purposes are discussed, bringing a modern value perspective to the topic. About the Forensic Studies for Criminal Justice Series: The Forensic Studies for Criminal Justice series consists of short-format content on new developments, unique perspectives, or how-to information on areas in forensic science—all specifically designed to meet the needs of the criminal justice community. Instructors wishing to provide their students with more in-depth coverage on certain forensic areas can add these digestible, inexpensive works to their syllabi without having to completely redesign their course, introduce overly complex material, or financially overburden their students. Law enforcement and other criminal justice professionals will find a wealth of valuable information to improve training sessions. Written by experts in the disciplines they are covering and edited by a senior scholar in criminal justice, Forensic Studies for Criminal Justice opens up the world of forensic science to the criminal justice community. Part of a new Anderson series presenting brief works on forensic science, written especially for students and law enforcement Provides a thorough guide to handling and processing postmortem fingerprint records Discusses various forensic fingerprinting techniques and methods for accessing databases |
| case management spreadsheet template: Getting Things Done David Allen, 2015-03-17 The book Lifehack calls The Bible of business and personal productivity. A completely revised and updated edition of the blockbuster bestseller from 'the personal productivity guru'—Fast Company Since it was first published almost fifteen years ago, David Allen’s Getting Things Done has become one of the most influential business books of its era, and the ultimate book on personal organization. “GTD” is now shorthand for an entire way of approaching professional and personal tasks, and has spawned an entire culture of websites, organizational tools, seminars, and offshoots. Allen has rewritten the book from start to finish, tweaking his classic text with important perspectives on the new workplace, and adding material that will make the book fresh and relevant for years to come. This new edition of Getting Things Done will be welcomed not only by its hundreds of thousands of existing fans but also by a whole new generation eager to adopt its proven principles. |
| case management spreadsheet template: The Art of Non-Conformity Chris Guillebeau, 2010-09-07 If you've ever thought, There must be more to life than this, The Art of Non-Conformity is for you. Based on Chris Guillebeau's popular online manifesto A Brief Guide to World Domination, The Art of Non-Conformity defies common assumptions about life and work while arming you with the tools to live differently. You'll discover how to live on your own terms by exploring creative self-employment, radical goal-setting, contrarian travel, and embracing life as a constant adventure. Inspired and guided by Chris's own story and those of others who have pursued unconventional lives, you can devise your own plan for world domination-and make the world a better place at the same time. |
| case management spreadsheet template: Data Management Technologies and Applications Markus Helfert, Andreas Holzinger, Orlando Belo, Chiara Francalanci, 2015-10-30 This book constitutes the thoroughly refereed proceedings of the Third International Conference on Data Technologies and Applications, DATA 2014, held in Vienna, Austria, in August 2014. The 12 revised full papers were carefully reviewed and selected from 87 submissions. The papers deal with the following topics: databases, data warehousing, data mining, data management, data security, knowledge and information systems and technologies; advanced application of data. |
| case management spreadsheet template: Problem-Solving Cases in Microsoft® Access™ and Excel® Joseph A. Brady, Ellen F. Monk, Gerard Cook, 2012-12-31 PROBLEM-SOLVING CASES IN MICROSOFT(r) ACCESS(r) AND EXCEL(r), 11E, International Edition helps you apply the Access(r) database management system and Excel(r) spreadsheet to effectively analyze and solve real-world, business problems. Six individual tutorials build a practical knowledge of each software application's capabilities, while twelve all-new case studies present scenarios and problems common in business. Further, a skill-building integration feature requires readers to use Access(r) and Excel(r) together on cases, making this the most up-to-date, practical guide for these widely used software programs. |
| case management spreadsheet template: Financial and Business Management for the Doctor of Nursing Practice KT Waxman, DNP, MBA, RN, CNL, CENP, CHSE, FSSH, FAAN, FAONL, Mary Lynne Knighten, DNP, RN, NEA-BC, 2022-05-11 This book will guide the theory and practice of financial management by DNPs now and for years to come. It is practical, evidence-based, and up to date. I commend the editors and authors for their important contributions. –Susan J. Penner, RN, MN, MPA, DrPH, CNL, author of Economics and Financial Management for Nurses and Nurse Leaders, Third Edition From the Foreword This award-winning resource is the only text to focus on the financial and business skills needed by students in DNP programs. The third edition, updated to reflect key changes in our healthcare system and in nursing competencies, includes three new chapters addressing Big Data, Population Health, and Financial Management in Times of Uncertainty. It examines the impact of COVID on our healthcare system as it relates to nursing competencies, provides expansive coverage of clinical environments beyond acute care, and presents five comprehensive new case studies emphasizing the financial aspects of DNP roles and the DNP Project. Clear and well-organized, the third edition emphasizes critical skills that nurse leaders need to participate in strategic health care planning. It addresses recent changes to reimbursement and health care regulations. The third edition offers updated information on ambulatory care, cost and ratio analysis, new examples of financial statements, and a new business plan. Enhanced teaching strategies include real-life case studies, challenging critical thinking questions, learning games, key terms, and an extensive glossary. New PowerPoint slides add to the text's value as a vital teaching tool. New to the Third Edition: New chapters: Financial Implications of Population Health Management Role of Technology/Information/AI, and Big Data in Health Care Finance Financial Management in Times of Uncertainty, Shortages, and Change Covers managing outpatient microsystems and building the CNO/CFO relationship Discusses quantifying the value of academic/practice partnerships Addresses key changes to reimbursement and health care regulations Provides enhanced teaching strategies including new PowerPoint slides Key Features: Embeds economic and financial concepts in nursing practice and nursing health care systems Provides a framework for developing critical competencies in the Essentials 10 domains Teaches students how to make business case for DNP projects, how to prepare a budget, determine staffing expenses, prepare a cost-benefit analysis, and more Includes critical thinking questions, learning games, key terms, glossary |
| case management spreadsheet template: PC Mag , 1987-11-24 PCMag.com is a leading authority on technology, delivering Labs-based, independent reviews of the latest products and services. Our expert industry analysis and practical solutions help you make better buying decisions and get more from technology. |
| case management spreadsheet template: Cost Accounting and Financial Management for Construction Project Managers Len Holm, 2018-09-03 Proper cost accounting and financial management are essential elements of any successful construction job, and therefore make up essential skills for construction project managers and project engineers. Many textbooks on the market focus on the theoretical principles of accounting and finance required for head office staff like the chief financial officer (CFO) of a construction firm. This book's unique practical approach focuses on the activities of the construction management team, including the project manager, superintendent, project engineer, and jobsite cost engineers and cost accountants. In short, this book provides a seamless connection between cost accounting and construction project management from the construction management practitioner’s perspective. Following a complete accounting cycle, from the original estimate through cost controls to financial close-out, the book makes use of one commercial construction project case study throughout. It covers key topics like financial statements, ratios, cost control, earned value, equipment depreciation, cash flow, and pay requests. But unlike other texts, this book also covers additional financial responsibilities such as cost estimates, change orders, and project close-out. Also included are more advanced accounting and financial topics such as supply chain management, activity-based accounting, lean construction techniques, taxes, and the developer’s pro forma. Each chapter contains review questions and applied exercises and the book is supplemented with an eResource with instructor manual, estimates and schedules, further cases and figures from the book. This textbook is ideal for use in all cost accounting and financial management classes on both undergraduate and graduate level construction management or construction engineering programs. |
| case management spreadsheet template: SharePoint for Project Management Dux Raymond Sy, 2008-10-17 If you are a project manager looking for a technology-based, easily implemented, and usable solution for project communications, document management, and general project organization, this book is for you!-Susan Weese, PgMP, President and Founder, Rhyming Planet Most companies don't understand SharePoint's power, and use it simply to share documents or spreadsheets. This hands-on book demonstrates how SharePoint can also help you organize and manage complex projects. With SharePoint for Project Management, you'll not only understand how to apply common and practical project management concepts in SharePoint, you'll learn how to build a Project Management Information System (PMIS), customized to your project, that can efficiently coordinate communication and collaboration among team members. With this book, you will: Learn to apply key project management techniques by leveraging SharePoint as a PMIS Track a case study that illustrates the circumstances and processes of an effective SharePoint PMIS Appropriately define access permissions for project stakeholders and team members Centralize project documents and keep track of document history with version control Automate project reporting mechanisms and generate on-demand status reports Track project schedules, control changes, and manage project risks Integrate project management tools such as Excel, Microsoft Project, PowerPoint, and Outlook Each chapter includes activities that let you practice what you learn. Most SharePoint books are either too introductory (for end users), or too technical (for system administrators). SharePoint for Project Management is just what project managers like you need to learn how to harness the organizational abilities of this powerful software. |
| case management spreadsheet template: The Occupational Therapy Managers' Survival Handbook Florence S Cromwell, Chestina Brollier, 2013-04-15 This practical volume, in a casebook approach, was developed in response to the complex issues that today’s manager faces. As therapists assume managerial responsibilities, there is need to share experiences and lessons learned. In this volume, a common format is used to present each case, including chronology of events, alternatives considered, risks involved, and outcomes. Several chapters include valuable resource materials as well. Key concerns are addressed, such as justifying more therapist staff, evaluating staff performance, collecting and analyzing cost data to establish fees, weighing ethical and liability concerns, and teaching students about their future responsibilities. The Occupational Therapy Manager’s Survival Handbook provides useful material for any therapist who wishes to examine and strengthen his or her role as a manager. |
| case management spreadsheet template: Business Continuity Management Andrew Hiles, 2014-09-30 At this critical point in your Business Continuity Management studies and research, you need one definitive, comprehensive professional textbook that will take you to the next step. In his 4th edition of Business Continuity Management: Global Best Practices, Andrew Hiles gives you a wealth of real-world analysis and advice – based on international standards and grounded in best practices -- a textbook for today, a reference for your entire career. With so much to learn in this changing profession, you don't want to risk missing out on something you’ll need later. Does one of these describe you? Preparing for a Business Continuity Management career, needing step-by-step guidelines, Working in BCM, looking to deepen knowledge and stay current -- and create, update, or test a Business Continuity Plan. Managing in BCM, finance, facilities, emergency preparedness or other field, seeking to know as much as much as possible to make the decisions to keep the company going in the face of a business interruption. Hiles has designed the book for readers on three distinct levels: Initiate, Foundation, and Practitioner. Each chapter ends with an Action Plan, pinpointing the primary message of the chapter and a Business Continuity Road Map, outlining the actions for the reader at that level. NEW in the 4th Edition: Supply chain risk -- extensive chapter with valuable advice on contracting. Standards -- timely information and analysis of global/country-specific standards, with detailed appendices on ISO 22301/22313 and NFPA 1600. New technologies and their impact – mobile computing, cloud computing, bring your own device, Internet of things, and more. Case studies – vivid examples of crises and disruptions and responses to them. Horizon scanning of new risks – and a hint of the future of BCM. Professional certification and training – explores issues so important to your career. Proven techniques to win consensus on BC strategy and planning. BCP testing – advice and suggestions on conducting a successful exercise or test of your plan To assist with learning -- chapter learning objectives, case studies, real-life examples, self-examination and discussion questions, forms, checklists, charts and graphs, glossary, and index. Downloadable resources and tools – hundreds of pages, including project plans, risk analysis forms, BIA spreadsheets, BC plan formats, and more. Instructional Materials -- valuable classroom tools, including Instructor’s Manual, Test Bank, and slides -- available for use by approved adopters in college courses and professional development training. |
| case management spreadsheet template: The Internet Encyclopedia, Volume 3 (P - Z) Hossein Bidgoli, 2004-04-12 The Internet Encyclopedia in a 3-volume reference work on the internet as a business tool, IT platform, and communications and commerce medium. |
| case management spreadsheet template: Maximizing Business Performance through Software Packages Robert W. Starinsky, 2016-04-19 Learn how to: Select the best ERP software for your organization Choose the most effective wrap around software to enhance the performance of an existing ERP system Align software selection with business goals and objectives Budget for the software and the hidden costs involved in its implementation At times a daring, ma |
| case management spreadsheet template: Business Driven PMO Success Stories Mark Price Perry, 2013-01-13 Business Driven PMO Success Stories was written by and with over two dozen contributing authors from the worldwide project management and project management office (PMO) community. It offers executives, managers, and all those involved in the projects of the organization, an understanding of the value a PMO can provide, the knowledge they need to determine the purpose of their PMO, and how to craft a PMO best suited to fulfill that purpose. |
| case management spreadsheet template: Entrepreneurial Financial Management Jeffrey R. Cornwall, David O. Vang, Jean M. Hartman, 2019-08-13 This fifth edition of a classic and comprehensive resource presents an applied, realistic view of entrepreneurial finance for today’s entrepreneurs, completely updated to address the latest trends and technologies. The book provides an integrated set of concepts and applications, drawing from entrepreneurship, finance and accounting, that will prepare aspiring entrepreneurs for the world they will most likely face as they start their new businesses. The contents are designed to follow the life cycle of a new business venture. Topics are presented in logical order, as entrepreneurs will likely face them as they begin the process of business start-up and move into growing the business. Both undergraduate and graduate students will appreciate the clear presentation of complex issues, and this book is an essential resource for budding entrepreneurs as well. A comprehensive spreadsheet financial template is included with the book, and an all-new case study provides questions that will help students learn the template as they proceed through the book. This tool allows for the application of many of the concepts to actual businesses and can be a valuable supplement to the process of developing a full business plan. The spreadsheet financial template is available for unlimited free downloads at Professor Cornwall’s blog site: www.drjeffcornwall.com. |
| case management spreadsheet template: Practical SharePoint 2013 Enterprise Content Management Steve Goodyear, 2013-11-25 Practical SharePoint 2013 Enterprise Content Management is the first book to guide you through planning and designing each phase of your information life cycle with SharePoint 2013. Author and SharePoint expert Steve Goodyear walks you through how to analyze and plan enterprise content management (ECM) solutions for an effective and end-to-end information design based on your organization’s needs and business requirements. Inside, you will develop a full understanding of how SharePoint 2013 manages content including identifying and understanding your organization’s information within SharePoint, collaborating on transitory content, and capturing and controlling your records. You'll get practical advice and best practice instruction for each phase of the information life cycle to guide you on designing your ECM strategy and implementing your own ECM solution. You learn how to: Apply a content life cycle model to analyze and understand your organization's information Design your file plan with content routing rules for your SharePoint records repository Plan and configure your eDiscovery portal and manage discovery cases Design solutions to interface and integrate with external records management systems Identify your organization's information security requirements Design content types and implement an enterprise content type hub to organize your information Practical SharePoint 2013 Enterprise Content Management is for you if you are a SharePoint architect, administrator, consultant, or project manager, and you implement SharePoint solutions that relate to one or more aspects of the information life cycle involved with ECM. What you’ll learn Apply a content life cycle model to analyze and understand your organization's information Plan and configure your SharePoint 2013 enterprise eDiscovery portal and manage discovery cases Design your file plan with content routing rules for your SharePoint records repository Design solutions to interface and integrate with external records management systems Design content types and implement an enterprise content type hub to categorize and organize your information Identify your organization's information security requirements Who this book is for Practical SharePoint 2013 Enterprise Content Management is for you if you are a SharePoint architect, administrator, consultant, or project manager, and you implement SharePoint solutions that relate to one or more aspects of the information life cycle involved with ECM. This book is also for you if you are an enterprise architect or a records manager and you want to learn how ECM fits in SharePoint. This book is definitely for you if you want to learn how to analyze, design, and implement an ECM solution on SharePoint 2013. Table of ContentsIntroduction Part I: Planning and Analyzing Your Information Lifecycle Chapter 1: Overview of Enterprise Content Management Chapter 2: SharePoint 2013 ECM Features Chapter 3: Analyzing Your Information Life Cycle Chapter 4: Designing Your Information Architecture Part II: Managing Your Transitory Content Chapter 5: Configuring SharePoint for Your Collaboration Content Chapter 6: Classifying and Organizing Your Content Chapter 7: Publishing Your Web Content Chapter 8: Designing Your Electronic Form Processes Part III: Designing Your Information Discovery Chapter 9: Implementing Enterprise Search Chapter 10: Planning Social Computing Chapter 11: Managing eDiscovery and Discovery Cases Chapter 12: Securing Your Content Part IV: Designating and Managing Your Records Chapter 13: Designing Your File Plan Chapter 14: Implementing Your Records Repository Chapter 15: Managing Content Retention and Disposition Chapter 16: Integrating with Other Records Repositories |
| case management spreadsheet template: Project Health Assessment Paul S. Royer, PMP, 2014-10-24 Project managers, sponsors, team members, and involved stakeholders know when things aren’t going well. A frequent first indication is a missing or errant process. Project Health Assessment presents an innovative approach for assessing project processes through a set of ten critical success factors based on PMI’s PMBOK® Guide knowledge areas. The findings from such assessments can help project managers reduce project risk, improve stakeholder satisfaction, and increase the likelihood of project success, as demonstrated by 30+ assessments done over 15 years of putting this approach into practice. Project Health Assessment breaks down each PMBOK® Guide knowledge area into its process steps, inputs, and outputs and then creates critical success factor questions that evaluate its effectiveness and potential risk. These questions can be used by project managers to establish sufficient project processes or by external entities to evaluate a project and assess its overall risk The book illustrates critical success factor points through numerous case studies, including a step-by-step example of how to conduct a project health assessment from engagement acquisition through startup, initial assessment, and periodic follow-up assessments. The book provides several downloadable document, spreadsheet, and scheduling templates that practitioners can customize and use in their projects. Using these tools, you can avoid or minimize the cost of failed projects to your organization. |
| case management spreadsheet template: The Moorad Choudhry Anthology Moorad Choudhry, 2018-04-03 The definitive and timeless guide to the principles of banking and finance, addressing and meeting the challenges of competition, strategy, regulation and the digital age. Moorad Choudhry Anthology compiles the best of renowned author Professor Moorad Choudhry's incisive writings on financial markets and bank risk management, together with new material that reflects the legislative changes in the post-crisis world of finance and the impact of digitization and global competition. Covering the developments and principles of banking from the 1950s to today, this unique book outlines the author's recommended best practices in all aspects of bank strategy, governance and risk management, including asset-liability management, liquidity risk management, capital planning, Treasury risk, and corporate framework, and describes a vision of the future with respect to a sustainable bank business model. You will gain the insight of a global authority on topics essential to retail, corporate, and investment/wholesale banking, including strategy, risk appetite, funding policies, regulatory requirements, valuation, and much more. The companion website is a goldmine for senior practitioners that provides templates that can applied in virtually any bank, including policy documents, pricing models, committee terms of reference, teaching aids and learning tools including PowerPoint slides and spreadsheet models. These facilitate a deeper understanding of the subject and the requirements of the senior executive, making this book an ideal companion for practitioners, graduate students and professional students alike. The intense demand for knowledge and expertise in asset-liability management, liquidity, and capital management has been driven by the regulatory challenges of Basel III, the European Union’s CRDIV, the Volcker Rule, Dodd-Frank Act, and a myriad of other new regulations. This book meets that need by providing you with a complete background and modern insight on every aspect of bank risk management. Re-engage with timeless principles of finance that apply in every market and which are the drivers of principles of risk management Learn strategic asset liability management practices that suit today's economic environment Adopt new best practices for liquidity models and choosing the appropriate liquidity risk management framework Examine optimum capital and funding model recommendations for corporate, retail, and investment/wholesale banks Dig deeper into derivatives risk management, balance sheet capital management, funding policy, and more Apply best-practice corporate governance frameworks that ensure a perpetual and viable robust balance sheet Adopt strategy formulation principles that reflect the long-term imperative of the banking business In the 21st century more than ever banks need to re-learn traditional risk management principles and apply them every day. Every bank in the world needs to be up to speed on these issues, and Anthology from Professor Moorad Choudhry is the answer to this new global policy response. |
| case management spreadsheet template: Supply Market Intelligence Robert Handfield, 2006-01-13 Supply Market Intelligence: A Managerial Handbook for Building Sourcing Strategies begins by defining supply market intelligence and discussing opportunities, the establishment of a project team, and conducting an internal business intelligence assessment. The book then examines the development of business and market intelligence, supplier evaluations, and sourcing strategies. It also explores how to execute a sourcing strategy, manage a strategic supplier relationship, and redesign an organization for effective supply-chain intelligence and strategic sourcing. This volume offers a benchmarking framework covering all facets of supply-chain management, and includes best practices and case studies of world-class companies. |
| case management spreadsheet template: Microsoft Office Excel 2007 for Project Managers Kim Heldman, William Heldman, 2007-04-23 Combine the power of Excel 2007, Microsoft Office SharePoint Server, and sound project management tools to boost your skill set and maximize your productivity. You’ll walk through a project and learn how to use these powerful tools to schedule jobs, create budgets, manage processes, and share project information. Whether new to project management or a veteran, you’ll discover techniques, hints, and examples you can use immediately. |
| case management spreadsheet template: Excel for Budgeting M.L. Humphrey, Microsoft Excel is a fantastic tool for both business and personal use. And one of the most powerful uses of Excel for individuals is in tracking your finances. This guide will walk you through how to create an Excel workbook that will allow you to track your monthly expenses, your cash and credit card spending by category, look at the next three months of income and expenses, as well as look at the bigger picture and calculate your assets, liabilities, net worth, and liquid net worth. By the time you're done using this guide you will have created a tracking workbook that you can use on an ongoing basis to measure your financial health and help reach your financial goals. This workbook is based on the principles outlined in Budgeting for Beginners, but you don't need to have read that book to use this one. You should, however, have a basic understanding of how to use Microsoft Excel. keywords: excel for budgeting, excel for money management, personal finance, track spending, assets, liabilities |
| case management spreadsheet template: Better Embedded System Software Philip Koopman, 2021-01-26 A classic book for professional embedded system designers, now in an affordable paperback edition. This book distills the experience of more than 90 design reviews on real embedded systems into a set of bite-size lessons learned in the areas of software development process, requirements, architecture, design, implementation, verification & validation, and critical system properties. This is a concept book rather than a cut-and-paste the code book.Each chapter describes an area that tends to be a problem in embedded system design, symptoms that tend to indicate you need to make changes, the risks of not fixing problems in this area, and concrete ways to make your embedded system software better. Each of the 29 chapters is self-sufficient, permitting developers with a busy schedule to cherry-pick the best ideas to make their systems better right away.If you are relatively new to the area but have already learned the basics, this book will be an invaluable asset for taking your game to the next level. If you are experienced, this book provides a way to fill in any gaps. Once you have mastered this material, the book will serve as a source of reminders to make sure you haven't forgotten anything as you plan your next project. This is version 1.1 with some minor revisions from the 2010 hardcover edition. This is a paperback print-on-demand edition produced by Amazon. |
| case management spreadsheet template: Executive MBA in IT - City of London College of Economics - 12 months - 100% online / self-paced City of London College of Economics, Overview An MBA in information technology (or a Master of Business Administration in Information Technology) is a degree that will prepare you to be a leader in the IT industry. Content - Managing Projects and IT - Information Systems and Information Technology - IT Manager's Handbook - Business Process Management - Human Resource Management - Principles of Marketing - The Leadership - Just What Does an IT Manager Do? - The Strategic Value of the IT Department - Developing an IT Strategy - Starting Your New Job - The First 100 Days etc. - Managing Operations - Cut-Over into Operations - Agile-Scrum Project Management - IT Portfolio Management - The IT Organization etc. - Introduction to Project Management - The Project Management and Information Technology Context - The Project Management Process Groups: A Case Study - Project Integration Management - Project Scope Management - Project Time Management - Project Cost Management - Project Quality Management - Project Human Resource Management - Project Communications Management - Project Risk Management - Project Procurement Management - Project Stakeholder Management - 50 Models for Strategic Thinking - English Vocabulary For Computers and Information Technology Duration 12 months Assessment The assessment will take place on the basis of one assignment at the end of the course. Tell us when you feel ready to take the exam and we’ll send you the assignment questions. Study material The study material will be provided in separate files by email / download link. |
| case management spreadsheet template: IT Consultant Diploma - City of London College of Economics - 12 months - 100% online / self-paced City of London College of Economics, Overview This course deals with everything you need to know to become a successful IT Consultant. Content - Business Process Management - Human Resource Management - IT Manager's Handbook - Principles of Marketing - The Leadership - Information Systems and Information Technology - IT Project Management Duration 12 months Assessment The assessment will take place on the basis of one assignment at the end of the course. Tell us when you feel ready to take the exam and we’ll send you the assignment questions. Study material The study material will be provided in separate files by email / download link. |
| case management spreadsheet template: Problem-solving Cases in Microsoft Access and Excel Joseph A. Brady, Ellen F. Monk, 2003 Problem-Solving Cases in Microsoft Access and Excel helps build spreadsheets and database skills using realistic business cases and is the perfect complement to a computer literacy or MIS course. Each case introduces a compelling business problem and, with the help of tutorials on Microsoft Access and Excel, trains users in critical thinking and problem solving. Readers will use Microsoft Access and Excel throughout the book to work through the case material. The scenarios found in the text reflect real business situations, ranging from small, privately-owned companies to large corporations. |
| case management spreadsheet template: E-transit Mitretek Systems, 2002 |
| case management spreadsheet template: The Principles of Banking Moorad Choudhry, 2022-09-22 A timely and robust discussion of responsible bank stewardship and practice. The Second Edition of The Principles of Banking offers banking professionals, regulators, and students from a variety of backgrounds an authoritative and practical discussion of the foundations of modern banking and good banking practice. In the book, you'll find a comprehensive roadmap to a more sustainable business model for your banking organization. The author draws on his many years' experience as a commercial and investment banker as he explains the original principles of banking—including sound lending policy, capital management, and liquidity risk management—as well as new material covering the impact of COVID-19 on banks, risk management, and balance sheet management. The Principles of Banking also provides recommendations for bank asset-liability management best practices that enable banks to deliver optimized balance sheets for the benefit of all stakeholders. It also includes new chapters in market risk management, foreign exchange risk management, interest rate risk, and credit risk policy and management. An essential update to a widely read and taught banking text, The Principles of Banking, Second Edition is an indispensable resource for banking professionals and students everywhere. |
| case management spreadsheet template: Advances in Ecoacoustics Almo Farina, Gianni Pavan, Susan Fuller, Alice Eldridge, 2022-09-02 |
| case management spreadsheet template: Management Information Systems Kenneth C. Laudon, Jane Price Laudon, 2004 Management Information Systems provides comprehensive and integrative coverage of essential new technologies, information system applications, and their impact on business models and managerial decision-making in an exciting and interactive manner. The twelfth edition focuses on the major changes that have been made in information technology over the past two years, and includes new opening, closing, and Interactive Session cases. |
| case management spreadsheet template: Excel Annoyances Curtis Frye, 2005 Excel Annoyances addresses the quirks, bugs, and hidden features found in the various versions of the Excel spreadsheet program. Broken down into several easy-to-follow categories such as Entering Data, Formatting, Charting, and Printing, it uncovers a goldmine of helpful nuggets that you can use to maximize Excel's seemingly limitless potential. |
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Case Note Template - Switchboard
Case notes are important tools used to track service providers’ interactions with clients and document relevant program data. This template is an example of how case notes may be …
Client Intake and Case Management Resources - HUD Exchange
Case managers can use this Mainstream Resources Checklist to help determine whether a client is receiving all the mainstream benefits for which he or she is eligible. To learn more about …
Case Plan Sample - Wisconsin
Sample Case Management Case Plan *State, if applicable, “Medicaid reimbursement” and indicate copayment amount when appropriate. (Form continued on the back of this page.)
Case Management Toolkit 01-06-11 - NYC.gov
The DYCD case management process is an approach characterized by attention to individual needs, advocacy to facilitate participant access to services and benefits, and effective …
Patient Tracking Spreadsheet Template (Version 1) …
Effective management of common mental health conditions requires the ability to track clinical outcomes for populations of patients and to support systematic changes in treatment for …
Targeted Case Management (TCM) Activity Examples
Assessing client’s TCM needs and developing the Treatment plan. Developing case management related interventions that are not connected to an assessed need. Linking client to a tutoring …
Case Management Spreadsheet Template (book)
includes realistic and engaging case studies featuring common quality management problems encountered in a variety of healthcare settings The case studies feature engaging scenarios …
Excel as an Organizational and Litigation Tool - FD
Spreadsheets can be valuable tool for all phases of litigation, from trial preparation, trial, to sentencing. Spreadsheets offer an easy way to track, organize, and search through discovery, …
EXAMPLE INTEGRATED CASE PLAN - Wisconsin Court System
EXAMPLE INTEGRATED CASE PLAN Participant Name: Program Start Date: Date:_____ Moderate or High Risk Factors from ORAS Screening – Date of Screen: Risk Factor Details X …
Creating a Business Case Template for Care Coordination and …
The American Academy of Ambulatory Care Nursing (AAACN) and the Collaborative Alliance for Nursing Outcomes (CALNOC) collaborated to create a template to guide nurses in creating a …
Patient Tracking Spreadsheet Template Quick Start Guide
Use the Caseload Overview worksheet for the functions below. Click on the filter arrow in any column header to sort or filter patients by treatment status, last contact date, next follow-up …
Paralegal Case Management Spreadsheet Template Copy
Paralegal Case Management Spreadsheet Template: Paralegal Time Sheet Book Trusted Templates,2021-08-22 This highly effective annual paralegal time tracking log book is the …
Legal Case Management Spreadsheet Template - finder-lbs.com
Computerized Case Management Systems Andrew Zenas Adkins,1998 Choosing the correct case management system is critical to the success of any law firm This book makes the …
Patient Tracking Spreadsheet (Version 2) - AIMS Center
The Spreadsheet Specialist should ideally have familiarity with IF and INDEX/MATCH functions, as these are prevalent in the spreadsheet. The Patient Tracking Spreadsheet has complex …
Case Management Spreadsheet Template - old.icapgen.org
CPH,Candace S. Smith, PhD, RN, NEA-BC,Eddie Perez-Ruberte,2020-02-28 Healthcare Quality Management A Case Study Approach is the first comprehensive case based text combining …
Quick Start Guide for Patient Tracking Spreadsheet Template …
Caseload Management . Use the Caseload Overview worksheet for the functions below. Customize Caseload View . Click on the filter arrow in any column header to sort or filter …
Legal Case Management Spreadsheet Template (Download …
Computerized Case Management Systems Andrew Zenas Adkins,1998 Choosing the correct case management system is critical to the success of any law firm This book makes the …
Caseload Legal Case Management Spreadsheet Template (book)
Caseload Legal Case Management Spreadsheet Template: Social Work Case Management Betsy Vourlekis,2017-07-05 This new practice text provides a series of readings focusing on …
Legal Case Management Spreadsheet Template (book)
Computerized Case Management Systems Andrew Zenas Adkins,1998 Choosing the correct case management system is critical to the success of any law firm This book makes the …
Care Management Toolkit - Mi-CCSI
Case Management is a process used to determine and coordinate the appropriate aspects of individualized care. The goal of case management is to help you manage your health and bring …
Case Note Template - Switchboard
Case notes are important tools used to track service providers’ interactions with clients and document relevant program data. This template is an example of how case notes may be …
Client Intake and Case Management Resources - HUD …
Case managers can use this Mainstream Resources Checklist to help determine whether a client is receiving all the mainstream benefits for which he or she is eligible. To learn more about …
Case Plan Sample - Wisconsin
Sample Case Management Case Plan *State, if applicable, “Medicaid reimbursement” and indicate copayment amount when appropriate. (Form continued on the back of this page.)
Case Management Toolkit 01-06-11 - NYC.gov
The DYCD case management process is an approach characterized by attention to individual needs, advocacy to facilitate participant access to services and benefits, and effective resource …
Patient Tracking Spreadsheet Template (Version 1) …
Effective management of common mental health conditions requires the ability to track clinical outcomes for populations of patients and to support systematic changes in treatment for …
Targeted Case Management (TCM) Activity Examples
Assessing client’s TCM needs and developing the Treatment plan. Developing case management related interventions that are not connected to an assessed need. Linking client to a tutoring …
Case Management Spreadsheet Template (book)
includes realistic and engaging case studies featuring common quality management problems encountered in a variety of healthcare settings The case studies feature engaging scenarios …
Excel as an Organizational and Litigation Tool - FD
Spreadsheets can be valuable tool for all phases of litigation, from trial preparation, trial, to sentencing. Spreadsheets offer an easy way to track, organize, and search through discovery, …
EXAMPLE INTEGRATED CASE PLAN - Wisconsin Court System
EXAMPLE INTEGRATED CASE PLAN Participant Name: Program Start Date: Date:_____ Moderate or High Risk Factors from ORAS Screening – Date of Screen: Risk Factor Details X …
Creating a Business Case Template for Care Coordination and …
The American Academy of Ambulatory Care Nursing (AAACN) and the Collaborative Alliance for Nursing Outcomes (CALNOC) collaborated to create a template to guide nurses in creating a …
Patient Tracking Spreadsheet Template Quick Start Guide
Use the Caseload Overview worksheet for the functions below. Click on the filter arrow in any column header to sort or filter patients by treatment status, last contact date, next follow-up due …
Paralegal Case Management Spreadsheet Template Copy
Paralegal Case Management Spreadsheet Template: Paralegal Time Sheet Book Trusted Templates,2021-08-22 This highly effective annual paralegal time tracking log book is the …
Legal Case Management Spreadsheet Template - finder …
Computerized Case Management Systems Andrew Zenas Adkins,1998 Choosing the correct case management system is critical to the success of any law firm This book makes the decision …
Patient Tracking Spreadsheet (Version 2) - AIMS Center
The Spreadsheet Specialist should ideally have familiarity with IF and INDEX/MATCH functions, as these are prevalent in the spreadsheet. The Patient Tracking Spreadsheet has complex …
Case Management Spreadsheet Template - old.icapgen.org
CPH,Candace S. Smith, PhD, RN, NEA-BC,Eddie Perez-Ruberte,2020-02-28 Healthcare Quality Management A Case Study Approach is the first comprehensive case based text combining …
Quick Start Guide for Patient Tracking Spreadsheet Template …
Caseload Management . Use the Caseload Overview worksheet for the functions below. Customize Caseload View . Click on the filter arrow in any column header to sort or filter …
Legal Case Management Spreadsheet Template (Download …
Computerized Case Management Systems Andrew Zenas Adkins,1998 Choosing the correct case management system is critical to the success of any law firm This book makes the decision …
Caseload Legal Case Management Spreadsheet Template …
Caseload Legal Case Management Spreadsheet Template: Social Work Case Management Betsy Vourlekis,2017-07-05 This new practice text provides a series of readings focusing on …
Legal Case Management Spreadsheet Template (book)
Computerized Case Management Systems Andrew Zenas Adkins,1998 Choosing the correct case management system is critical to the success of any law firm This book makes the decision …
