pa wits (teds data entry only) system/pa...this is a quick guide to help data entry users through...
TRANSCRIPT
DDAP
(TEDS Data Entry
Only) PA WITS
Last Updated May 24, 2017
Applies to:
WITS Version 18.0+
PA WITS | FEi Systems Intended Audience | i
PA WITS
Preface This is a quick guide to help data entry users through the early release version of PA WITS. The purpose
of the early release is to allow for back data of TEDS information to be entered in the PA WITS system.
Intended Audience
This user guide has been prepared for PA Date Entry users. Topics covered include basic navigation
features, system conventions, screen formations, hints, and login information.
System Requirements
PA WITS is a web-based application accessed through an Internet (web) browser using an Internet
connection.
Internet Browsers
PA WITS is compatible with up-to-date versions of most modern Internet browsers such as:
Firefox
Google Chrome
Internet Explorer version 10+
Safari
Pop-up Blocker
Certain features in PA WITS, such as Snapshot and Scheduler, will open in a separate browser window
when selected. Make sure your browser allows pop-ups from PA WITS.
Customer URL Links
Production Site: https://pa.witsweb.org
ii | Preface PA WITS | FEi Systems
Contents
Preface ................................................................................................................................................................................. i
Intended Audience.................................................................................................................................................................... i
System Requirements ............................................................................................................................................................... i
Internet Browsers ................................................................................................................................................................. i
Pop-up Blocker ...................................................................................................................................................................... i
Customer URL Links .................................................................................................................................................................. i
Part 1: Logging into PA WITS ................................................................................................................................................ 1
First Time Logging In ................................................................................................................................................................ 1
How to Log In ........................................................................................................................................................................... 2
Help Logging In .................................................................................................................................................................... 3
Part 2: New Clients vs Existing ............................................................................................................................................. 5
Search for a Client .................................................................................................................................................................... 5
Client Search Tips ................................................................................................................................................................. 7
Create Client Profile ................................................................................................................................................................. 8
Client Profile > Additional Information .............................................................................................................................. 10
Client Profile > Contact Info ............................................................................................................................................... 12
Client > Activity List > Start New Episode .............................................................................................................................. 14
Client > Activity List > Intake .................................................................................................................................................. 14
Client > Activity List > Admission ........................................................................................................................................... 15
Client > Activity List > Outcome Measures ............................................................................................................................ 15
Client > Activity List > Client Status (Initial Outcome) ....................................................................................................... 16
Client > Activity List > Diagnosis......................................................................................................................................... 20
Client > Activity List > Program Enrollment (Start) ............................................................................................................ 21
Client > Activity List > Outcome Measures (Update) ............................................................................................................. 22
Client > Activity List > Outcome Measures (Final) ................................................................................................................. 27
Client > Activity List > Client Status (Final Outcome) ............................................................ Error! Bookmark not defined.
Client > Activity List > Discharge (Close Case) ........................................................................................................................ 29
PA WITS | FEi Systems How to Setup Your Organization in PA WITS | 1
Part 1: Logging into PA WITS
How to Setup Your Organization in PA WITS
PA WITS has been preloaded with all contracted providers and their requested user accounts. To begin
using PA WITS, each Provider must send a signed Qualified Service Organization Agreement (QSOA) to the
PA WITS Service Desk (Email: [email protected] or Fax: 410-715-6538). The approved QSOA can
be found on the DDAP website here: http://www.ddap.pa.gov/Pages/DataSystem_Training.aspx.
First Time Logging In
Once the service desk processes your organization’s signed QSOA, each user identified by your organization
will receive two automated email messages from [email protected]. The first email will include your User
ID and the second email will contain a link to set your credentials. Please note that this link will expire 24
hours after the email was sent. After 24 hours, please contact the PA WITS Service Desk to reset your
credentials and a new link will be emailed to you.
Below is a sample of the email you will receive. Click the link provided in the email.
On the Reset Credentials screen, type your new Password and Pin and then click the Save button.
2 | Logging into PA WITS PA WITS | FEi Systems
How to Log In
Where: Internet Browser > PA WITS Login Screen
1. Open your Internet browser and then type the URL of your PA WITS system (https://pa.witsweb.org).
2. Acknowledge the warning message, shown below, by clicking the OK button.
3. Type your User ID, Password, and Pin, then click the Login button.
PA WITS | FEi Systems How to Log In | 3
4. If your user account is not associated with more than one facility, you will be directed to the Home
Page
If your user account is associated with more than one facility, you will be prompted to select which
facility you will be entering information for. Make your selection by choosing the appropriate option
from the drop-down menu, then click GO. You will then be directed to the Home Page.
Help Logging In
Forgot Password Link
1. If you have forgotten your password, click the Forgot Password link located on the Login screen.
2. Type your User ID and then click the Submit button.
4 | Logging into PA WITS PA WITS | FEi Systems
3. Type the answer to your Security Question and then click the Submit button.
After you click submit, you will receive a reset credentials email like the one you received when your account
was first created, as shown in the First Time Logging In section of this document.
PA WITS | FEi Systems Search for a Client | 5
New Clients vs Existing
Search for a Client
Where: Client List > Client Search
Before creating a new client record, complete a search to make sure the client is not already in PA WITS.
To view clients within your facility, click on the Client List menu item. A blank Client List screen will
appear.
Use the fields in the Client Search section to narrow your results.
After entering the search criteria, click Go to view the results.
NOTE When searching for a client, try to use unique information, such as birthdates or social security
numbers, if possible. You can also enter a partial name followed by a “*”. This is called a wild card
search. For instance, if you search for Last Name of “Smit*”, the search results will display people with
the last name of “Smith”, "Smitty”, “Smithson”, etc.
6 | New Clients vs Existing PA WITS | FEi Systems
Look for your client in the Client List. If you find the right person, view their profile by hovering your
cursor over the pencil icon and clicking on the Profile link under the Actions column. If you do not find
your client, you can create a new client record.
PA WITS | FEi Systems Search for a Client | 7
Client Search Tips
Client Names
Use a client’s nickname or alternate names in the First Name or Last Name fields.
Use an asterisk (*) to perform a wildcard search.
Examples:
Find clients whose last name starts with “Jon”: Jon*
Client Date of Birth
Search within a timeframe by separating the two dates with a colon “:”.
Examples:
Find clients born in the year 1990: 1/1/1990:12/31/1990
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Create Client Profile
Where: Client List > Client Profile
DDAP Forms Needed to Complete Client Profile:
DDAP-EFM-1000 Screening Tool
DDAP-EFM-1005 Client Admission
Note: You must search for each client before creating a new record. To add a new client to the system,
follow the steps below.
On the left menu, click Client List.
On the Client List screen, click Add Client.
On the Client Profile screen, enter the following information:
DDAP-EFM-1000 Form Field Matching PA WITS Field
Current First Name Current First Name
Current Last Name Current Last Name
Suffix Suffix
Birth First Name Birth First Name
Birth Last Name Birth Last Name
Sex Gender
Birth Date DOB
SSN SSN
County County
PA WITS | FEi Systems Create Client Profile | 9
Click Save.
Click the right arrow button.
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Client Profile > Additional Information
On the Additional Information screen, enter the following information:
DDAP-EFM-1000 Form Field Matching PA WITS Field
Ethnicity Ethnicity
Race Races
DDAP-EFM-1005 Form Field Matching PA WITS Field
Veteran Status Veteran Status
PA WITS | FEi Systems Create Client Profile | 11
Click Save.
Click the right arrow button.
12 | New Clients vs Existing PA WITS | FEi Systems
Client Profile > Contact Info
On the Contact Info screen, enter the Phone Number, if known.
DDAP-EFM-1000 Form Field Matching PA WITS Field
Phone (Any)
Click Add Address.
On the Address Information screen, enter the following information:
DDAP-EFM-1000 Form Field Matching PA WITS Field
Address Type
Street Address 1 Address Line 1
Street Address 2 Address Line 2
City City
State State
Zip Code Zip
Click Finish.
PA WITS | FEi Systems Create Client Profile | 13
Note: PA WITS uses the United States Postal Service (USPS) Address Standardization Web Tool to
validate the client’s address. If USPS detects any errors in the street address, PA WITS will display the
results from USPS. You can then decide to select the original addressed entered, or the suggested
address from USPS.
If you need to edit the address, you can revise the address from the Address Information screen. Click
Select for the original address.
You will be returned to the Contact Info screen. Hover your cursor over the Pencil icon next to the
address you wish to edit, then click Review.
After you have edited the address, click Finish and you will be directed back to the Contact Info
screen.
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Client > Activity List > Start New Episode
On the left menu, click Activity List. (Note: this will open the Episode List screen)
Click Start New Episode.
Client > Activity List > Intake
On the Intake Case Information screen, enter the following information:
DDAP-EFM-1005 Form Field Matching PA WITS Field
Admit Date Intake Date
Referral Source Source of Referral
Pregnant Pregnant
Note: If the client is male, the Pregnant field will be grey and not required.
Click Finish. This will bring you to the Client Activity List screen.
PA WITS | FEi Systems Client > Activity List > Admission | 15
Client > Activity List > Admission
Note: The Admission Profile only needs to be created and does not require any data entry from the PA
DDAP forms.
On the left menu, click Admission.
Click Finish.
Client > Activity List > Outcome Measures
DDAP Forms Needed to Complete Initial Outcome:
DDAP-EFM-1005 Client Admission
On the left menu, click Outcome Measures.
From the Outcome Measures List, click Add New.
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Client > Activity List > Client Status (Initial Outcome)
On the Outcome Measures – Client Status screen, enter the following information:
Field
Number
DDAP-EFM-1005 Form Field Matching PA WITS Field
1 Why in Treatment Codependent/Collateral
2 Psychiatric Problem in addition to Alcohol or Drug Problem
Co-Occurring SA and MH Problem
3 Medication-assisted Opioid Therapy Medication Assisted Tx
4 Prior Treatment # of Prior SA Tx Episodes
5 Frequency of self-help program attendance in the 30 days prior to
discharge
“# of times the client has attended a self-help program in the 30 days preceding the
date of admission to treatment services. Includes attendance at AA, NA, and other self-help/mutual support groups focused on recovery from substance abuse and
dependence
6 Education Education Status
7 Employment Status Employment Status (Note: both DDAP fields are combined into one)
8 Detail not in Labor Force
9 Payment Source Primary Payment Source
10 Marital Status Marital Status
11 Primary Income Source Source of Income
12 Health Insurance Health Insurance
13 Living Arrangement Living Situation
14 No. of Clients Arrests 30 days prior to Admission
# of Arrests in Past 30 Days
15 PRIMARY DRUG - Substance Abused Primary - Substance
16 PRIMARY DRUG - Frequency Primary - Frequency
17 PRIMARY DRUG - Method Primary - Method
18 PRIMARY DRUG - Detailed Drug Code Primary - Detailed Drug Code
19 PRIMARY DRUG - Age First Used Primary - At what age did the client FIRST use the substances indicated above (if unknown, enter '97')
20 SECONDARY DRUG - Substance Abused Secondary - Substance
21 SECONDARY DRUG - Frequency Secondary - Frequency
22 SECONDARY DRUG - Method Secondary - Method
23 SECONDARY DRUG - Detailed Drug Code Secondary - Detailed Drug Code
24 SECONDARY DRUG - Age First Used Secondary - At what age did the client FIRST use the substances indicated above (if unknown, enter '97')
25 TERTIARY DRUG - Substance Abused Tertiary - Substance
26 TERTIARY DRUG - Frequency Tertiary - Frequency
27 TERTIARY DRUG - Method Tertiary - Method
28 TERTIARY DRUG - Detailed Drug Code Tertiary - Detailed Drug Code
29 TERTIARY DRUG - Age First Used Tertiary - At what age did the client FIRST
use the substances indicated above (if unknown, enter '97')
PA WITS | FEi Systems Client > Activity List > Outcome Measures | 17
10
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12
8 7
4
6
5
3
2
9
11
14
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15 18
17 16
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20 23
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21
25 28
27 26
29
PA WITS | FEi Systems Client > Activity List > Outcome Measures | 19
Click Save.
Click the right arrow button.
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Client > Activity List > Diagnosis
Click Edit Diagnosis.
On the Client Diagnosis screen, enter the following information:
Type: select Behavioral
Diagnosis: type at least two (2) characters for options to appear. Please note that only ICD 10
codes are available in PA WITS. If the diagnosis, either the exact code or wording that is on
your form, is not listed, select Unknown.
Principle Diagnosis: select Yes
Click Save.
Note: TEDS does not collect Secondary and Tertiary diagnoses.
Enter the Secondary Diagnosis and/or Tertiary Diagnosis, if applicable and time permits.
Click Finish.
Click Save.
Click the right arrow button.
DDAP-EFM-1005 Form Field Matching PA WITS Field
N/A Type (select Behavioral)
Diagnosis Diagnosis
Principal Diagnosis
PA WITS | FEi Systems Client > Activity List > Outcome Measures | 21
Client > Activity List > Program Enrollment (Start)
On the Program Enrollment screen, click Add Enrollment.
Enter the following information:
DDAP-EFM-1005 Form Field Matching PA WITS Field
Program Program Name
Clinician Program Staff
Days on Wait List
Start Date Start Date
The Program Staff field will default to your name. Please note that for the purposes of entering the
backlog of TEDS data, you do not have to select the actual program staff name if it is not present in PA
WITS.
Enter the number of Days on Wait List. The number of days on wait list would be the difference between
the date on the Screening tool and the Admit Date on the Admission form. For example, if the date on
the Screening tool is 12/2 and the Admit Date on the Admission form is 12/3, the number of days on wait
list would be 1.
The Start Date is automatically populated with the Admission Date. Verify that the date is correct.
Click Save, then click Finish
You will return to the Program Enrollment Screen.
Click the Finish button at the bottom of the screen, and you will return to the Client Activity List.
22 | New Clients vs Existing PA WITS | FEi Systems
Client > Activity List > Outcome Measures (Update)
Besides initial outcome measures, PA WITS also allows you to create update and final outcomes measures
within the system. DDAP will now be utilizing the update outcome measure when a client is transferring
from one level of care to another within the same facility. A final outcome measure will be completed
when transferring from one facility to another, or when the client is no longer in treatment at your facility.
In the past, to change a level of care within the same facility, you completed a discharge from one level
and an admission to the next level. Within PA WITS, these will be completed as Update Outcome
Measures.
It is possible that you may not enter an Update Outcome Measure, and would proceed directly to the Final
Outcome Measure.
From the client activity list, click Outcome Measure, and then click Add New.
PA WITS | FEi Systems Client > Activity List > Outcome Measures (Update) | 23
The Date will be the Discharge Date from the current program.
The Type will be Update and Date of Last Contact will be the Last Treatment Date. Both dates are found
on form 1007, Client Discharge.
Review the remaining fields and make any changes based on the client discharge form.
Under Substance Abuse, you can only change the frequency. Select the option that corresponds to the
entry on the discharge form.
When finished, click Save and then the right arrow.
You will then proceed to the Client Diagnosis screen.
If the diagnosis has not changed, click the right arrow. Otherwise, click Edit Diagnosis and enter that
information.
You are now on the Program Enrollment screen. To change the program, you must first terminate the
enrollment in the existing program. Hover your cursor over the Pencil icon of the current program and
click Review.
Enter the End Date, which is the Discharge Date on the Client Discharge form.
Select the Termination Reason. This is also found on the Client Discharge form.
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If there are any comments in Additional Information they will be added in the notes section of PA WITS.
When finished entering data, click Finish.
On the Program Enrollment Screen, click Finish. You should be directed to the Client Activity List.
Now you must enter the Outcome Measure for the admission into the new program. Click Outcome
Measure in the Left Navigation menu.
Click Add New.
PA WITS | FEi Systems Client > Activity List > Outcome Measures (Update) | 25
The Date will be the Admission Date to the new program, found on the Client Admission form, form 1005.
The Type will be Update and Date of Last Contact should auto-populate with the date from the Outcome
Measure that you just completed.
Review the remaining fields and make any changes based on the client admission form
Again, under Substance Abuse, you can only change the frequency. Select the option that corresponds to
the entry on the admission form.
When finished, click Save and then click the right arrow.
Again, if the diagnosis has not changed, click the right arrow. Otherwise, click Edit Diagnosis and enter
that information.,
On the Program Enrollment screen, click Add Enrollment.
Select the new program from the drop-down menu. The new program is found on the new Client
Admission, form 1005.
Enter the number of Days on Wait List. Here, the number of days on wait list would be the difference
between the Discharge Date from the previous program and the Admit Date to the new program.
The start date will default to today’s date, so be sure to change this date to the Admit Date on the Client
Admission.
26 | New Clients vs Existing PA WITS | FEi Systems
Click Finish. You will be taken back to the Program Enrollment main screen.
Click Finish and you will be taken to the Client Activity List.
PA WITS | FEi Systems Client > Activity List > Outcome Measures (Final) | 27
Client > Activity List > Outcome Measures (Final)
After you have entered all changes in programs, or levels of care, you will need to complete the final
outcome measure and discharge the client from your facility.
From the client activity list click Outcome Measures, then Add New.
This will be a final outcome measure, and we will use the Client Discharge form from the final program.
The Date will be the Discharge Date from the Client Discharge form.
The Type will be Final.
The Date Last Contact will be the Last Treatment Date from the Client Discharge form.
Review the remaining fields and make any changes based on the Client Discharge form.
Click Save and then right arrow.
If the diagnosis has not changed, click the right arrow. Otherwise, click Edit Diagnosis and enter that
information.
28 | New Clients vs Existing PA WITS | FEi Systems
You are now on the Program Enrollment screen. Hover your cursor over the pencil icon of the current
program and click review.
The End Date should auto populate so make sure it is correct.
Enter the Termination Reason and Additional Notes.
Then click Finish.
On the Program Enrollment screen, click Finish. You will be redirected to the client activity list.
PA WITS | FEi Systems Client > Activity List > Discharge (Close Case) | 29
Client > Activity List > Discharge (Close Case)
On the left menu, click Discharge.
Select the Discharge Staff from the drop-down box.
Click Finish.
You will be asked if you wish to close the case. Select Yes.
In the upper left corner of the page, above the words “Home Page” click on the small x to close the client
profile.