provider carelink user guide - … chrome but other browsers can also be used ... the take action...

BHSDSTAR

ProviderCareLinkUserGuideVersion1.4

BHSD User Guide of 21

UserGuide-ProviderCareLink

Version1.4Updated6/15/17

BHSDSTAR



TableofContents1. PurposeandIntroduction....................................................................................................................31.1 GeneralInformation....................................................................................................................3

2. LogInandAccountSettings................................................................................................................32.1 ToLogin:.....................................................................................................................................32.2 ToeditProfileSettings:................................................................................................................42.3 ToeditPassword:........................................................................................................................52.4 TocontactSupportviaEmail:......................................................................................................62.5 ToLogout:....................................................................................................................................6

3. ClientRegistration...............................................................................................................................64. ClientFind..........................................................................................................................................105. ClientContactInformation................................................................................................................116. ClientMandatedData........................................................................................................................126.1 AddUpdate:...............................................................................................................................126.2 AddDischarge............................................................................................................................12

7. ClientProjectParticipation................................................................................................................137.1 ToaddaclienttoaProject:.......................................................................................................137.2 ToremoveaclientfromaProject:............................................................................................13

8. ClientNotes.......................................................................................................................................148.1 ToaddaNote:...........................................................................................................................14

9. Assessments......................................................................................................................................149.1 Enter/editMemberInfoQuestionnaires...................................................................................159.2 Enter/editHealth&Well-BeingQuestionnaires........................................................................169.3 Enter/editClinicalSummaryQuestionnaires.............................................................................169.4 SubmitanewClinicalScreenSurvey/viewcompletedClinicalScreenSurvey(s)....................179.5 SubmitanewC-SSRSSurvey/viewcompletedC-SSRSSurvey(s).............................................179.6 SubmitanewAnxietySurvey/viewcompletedAnxietySurvey(s)...........................................179.7 SubmitanewDepressionSurvey/viewcompletedDepressionSurvey(s)...............................189.8 SubmitanewAudit-10Survey/viewcompletedAudit-10Survey(s).......................................189.9 SubmitanewPC-PTSDSurvey/viewcompletedAudit-10Survey(s).......................................19

10. Services..........................................................................................................................................1910.1 ToaddaService:........................................................................................................................1910.2 TodeleteaServices:..................................................................................................................2010.3 ToViewServiceGraph:..............................................................................................................20

11. ProjectTrackingItems...................................................................................................................2111.1 DataUploads:............................................................................................................................2111.2 Reports......................................................................................................................................2111.3 CorrectFailedXeroxUploads....................................................................................................2111.4 OptStatusUpdates....................................................................................................................21

12. Questions......................................................................................................................................21

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1. PurposeandIntroductionThisdocumentdescribesthebasicsofnavigatingintheBHSDSTARCareLinkapplication.

1.1 General Information

1. Youmusthaveyourownuniqueemailaddresstohaveanaccount.2. AllactivitydoneusinganaccountistrackedandrecordedinBHSDSTAR.Donotshareyouraccount

information.3. Itisimportanttoknowyourorganizationsprimaryand/orsecondaryaccountmanagerforBHSDSTAR.

Theywillbeabletoanswermostquestionsforyouabouthowtheywantyoutousetheapplication.4. Onlinevideos,super-quickguidesandcomprehensiveuserguidesareavailableonbhsdstar.org.For

questionthatcan’tbeansweredbytheonlineresourcesoryourprimary/secondarycontact,oranyissuesyoumayencounterinBHSDSTAR,[email protected].

5. AnyidentifyingclientinformationsentthroughemailisaHIPAAviolation.UseonlytheBHSDSTARClientIDwhenneedingtoreferenceaspecificclient.

6. TheTrackingmoduleforanygivenprogramprovidesquicklinksandinformationaboutimportantitemsspecifictotheprogram.Thisislocatedonthelandingpagefortheprogram.

2. LogInandAccountSettings 2.1 ToLogin:

1. Fromthedesktopdouble-clickyourinternetbrowsertolaunch.(ForbestresultswerecommendGoggleChromebutotherbrowserscanalsobeused.)

2. Enterbhsdstar.org/inthebrowserwindowandpresstheEnterkey.

3. ClicktheProviderLoginbutton.4. ClickintheUsernamefieldandenterusername.5. PresstheTabkeyorclickinthePasswordfieldandenteruserpassword.6. ClicktheLoginbutton.

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7. TheHomescreenwilldisplaylistingProgramsontheLeftNavigationwhenselectedtheirTracking

IconsandGraphs.

Tip:ThisscreencanbeviewedatanytimebyclickingProgramsintheupperrightcornerofthescreenorbyclickingtheprogramontheleftnavigation.

Tip:Itemsrequiringactionaredisplayedwithan Iconlistingthe#ofitemsforeachTrackingItemandtheTakeActionbuttonisdisplayed.

2.2 To edit Profile Settings: 1. ClickonyourloggedinNameintheupperrightcorner.2. ClickUpdateProfile.3. Clickthefieldyouwanttoeditandenternewinformation.4. ClickSave.

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2.3 To edit Password: 1. ClickonyourloggedinNameintheupperrightcorner.2. ClickChangePassword.3. Entercurrentpassword.4. Enteranewpassword.5. Re-enterthenewpassword.6. ClickUpdate.

Tip:Password must be changed every 90 days, contain at least eight characters, contain at least one number, contain at least one lower case letter, contain at least one upper case letter, and contain at least one special character.

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2.4 To contact Support via Email: Tip:Neversendaclient’snameinthefreetextsectionoftheemail-refertothembythelast5digitsoftheirBHSDSTARClientID.1. ClickonyourloggedinNameintheupperrightcorner.2. ClickContactSupport.

2.5 To Logout: 1. ClickonyourloggedinNameintheupperrightcorner.2. ClickLogout.

3. ClientRegistration FromtheHomescreen:

1. ClickClient,Register.2. ClicktheFirstNamefieldandentername.3. ClicktheLastNamefieldandentername.4. ClicktheDateofBirthFieldandenterDOB.5. ClickSearch.6. Thesystemdisplayspossiblematchesortheregistrationscreenifnomatchesarefound.(ClickNoneif

Theseiftheclientisnotlisted)

Tip:Registration is used to identify existing records in BHSDSTAR first to avoid duplication of individuals in the system. One individual can be participating in other programs with other providers or have done so in the past.

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7. ClicktheMiddleInitialfieldandentermiddleinitial.8. ClicktheSuffixdrop-downandclicksuffix.9. ClicktheSSNfieldandenterSSNorclicktheNoSSNcheckboxtoselect.10. ClicktheMedicalRecordNumberfieldandenterMRN.11. ClicktheMedicaidRecipientcheckboxtoselect.12. ClicktheMedicaidIDfieldandenterID.13. ClicktheMCOdrop-downandclickMCO.14. ClicktheCCLdrop-downandclickCCL.15. ClicktheGenderfieldandclickgender.16. ClicktheSexualPreferencedrop-downandclickpreference.17. ClicktheEthnicitydrop-downandclickEthnicity.18. ClicktheRacedrop-downandclickRace.19. ClicktheActiveMilitarydrop-downandclickstatus.20. ClicktheLanguagedrop-downandclicklanguage.21. ClicktheOtherLanguagefieldandenterotherlanguage.22. ClicktheTribalAffiliationdrop-downandclickaffiliation.23. ClickSaveandContinue.

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24. ClicktheAddress1fieldandenteraddressorclicktheHomelesscheckboxtoselect.25. ClicktheAddress2fieldandenteraddress.26. ClicktheCityfieldandentercity.27. ClicktheStatedrop-downandclickstate.28. ClicktheZipCodefieldandenterzipcode.29. ClickthePhonefieldandenternumberorclicktheNoPhonecheckboxtoselect.30. ClicktheMessagedrop-downandclickYesorNo.31. ClicktheOtherPhonefieldandenternumber.32. ClicktheMessagedrop-downandclickYesorNo.33. ClickSaveandContinue.

34. ClicktheNamefieldunderParent1andenteraname35. ClickthePhoneNumberfieldunderParent1andenteraphonenumber36. ClicktheRelationtoClientdrop-downunderParent1andselectarelationshipstatus37. ClickthetextboxunderParent1anddescribetherelationshipif‘Other’isselectedinstep#3638. ClicktheNamefieldunderParent2andenteraname39. ClickthePhoneNumberfieldunderParent2andenteraphonenumber40. ClicktheRelationtoClientdrop-downunderParent2andselectarelationshipstatus41. ClickthetextboxunderParent2anddescribetherelationshipif‘Other’isselectedinstep#3642. ClicktheNamefieldunderLegalRepresentative/Guardianandenteraname43. ClickthePhoneNumberfieldunderLegalRepresentative/Guardianandenteraphonenumber44. ClicktheRelationtoClientdrop-downunderLegalRepresentative/Guardianandselectarelationship

status45. ClickthetextboxunderLegalRepresentative/Guardiananddescribetherelationshipif‘Other’is

selectedinstep#3646. ClicktheNamefieldunderEmergencyContactandenteraname47. ClickthePhoneNumberfieldunderEmergencyContactandenteraphonenumber48. ClicktheRelationtoClientdrop-downunderEmergencyContactandselectarelationshipstatus49. ClickthetextboxunderEmergencyContactanddescribetherelationshipif‘Other’isselectedinstep

#3650. ClicktheNamefieldunderNon-medicalpersonandenteraname51. ClickthePhoneNumberfieldunderNon-medicalpersonandenteraphonenumber52. ClicktheRelationtoClientdrop-downunderNon-medicalpersonandselectarelationshipstatus

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53. ClickthetextboxunderNon-medicalpersonanddescribetherelationshipif‘Other’isselectedinstep#36

54. ClicktheNamefieldunderOtherandenteraname55. ClickthePhoneNumberfieldunderOtherandenteraphonenumber56. ClicktheRelationtoClientdrop-downunderOtherandselectarelationshipstatus57. ClickthetextboxunderOtheranddescribetherelationshipif‘Other’isselectedinstep#3658. ClickSaveandContinue.

59. ClickDateofInitialRegistrationcalendarandclickdate.60. ClickVeterandrop-downandclickstatus.61. ClickMaritalStatusdrop-downandclickstatus.62. ClickPregnantdrop-downandclickstatus.(AppearsforFemaleclients)63. ClickLivingArrangementdrop-downandclickarrangement.64. ClickEducationdrop-downandclickstatus.65. ClickSchoolAttendanceStatusdrop-downandclickstatus.66. ClickEmploymentStatusdrop-downandclickstatus.67. ClickSourceofincomedrop-downandclicksource.68. ClickLegalStatusatAdmissiondrop-downandclickstatus.69. ClickReferralSourcedrop-downandclicksource.70. ClickArrestinPast30daysdrop-downandclick#ofarrests.71. ClickHealthInsurancedrop-downandclickinsurancecarrier.72. ClickSMIdrop-downandclickstatus.73. ClickSEDdrop-downandclickstatus.74. ClickCodependentdrop-downandclickstatus.75. ClickSubstanceAbuseProblemand/orMentalHealthDiagnosisdrop-downandclickstatus.76. Additionalfieldswilldisplayforentryasneeded.77. Completetheentry/selectionforthedisplayedrequiredfields.

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78. ClickFinish.79. TheClientDashboard/ProjectsTabisdisplayed.

4. ClientFindTip:Findisusedtofindclientsregisteredatyourprovideronly.FromtheHomescreen:

1. ClickClient,FindClient.2. ClicktheFirstNamefieldandentername.3. ClicktheLastNamefieldandentername.4. ClicktheDateofBirthFieldandenterDOB.5. ClicktheIndividualIDfieldandenterID.6. ClicktheLast4SSNfieldandenterthelast4digitsoftheSSN.7. ClickMedicalRecordNumberandenternumber.8. ClicktheMedicaidIDfieldandenternumber.

Tip: Not all fields are required to Find a Client. You can Find by First Name only as an example.

9. ClickFindClient.10. ClicktheClientIDoftheindividualfoundonthelistofpossiblematches.

11. TheClientDashboardisdisplayed.

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5. ClientContactInformationFromtheClientDashboard:

1. ClickProfile,Address&Phone,orContacttab.2. Clickanyofthefieldsandenter/edittheinformation.3. ClickSave.4. TheClientDashboardisdisplayed.

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6. ClientMandatedData 6.1 Add Update: FromtheClientDashboard:

1. ClickMandatedDatatab.2. ClickAddAssessmentdrop-downandclickUpdate.3. ClickDateofUpdatecalendarandclickdate.4. ClickVeterandrop-downandclickstatus.5. ClickMaritalStatusdrop-downandclickstatus.6. ClickPregnantdrop-downandclickstatus.7. ClickLivingArrangementdrop-downandclickarrangement.8. ClickEducationdrop-downandclickstatus.9. ClickSchoolAttendanceStatusdrop-downandclickstatus.10. ClickEmploymentStatusdrop-downandclickstatus.11. ClickSourceofincomedrop-downandclicksource.12. ClickHealthInsurancedrop-downandclickinsurancecarrier.13. ClickSMIdrop-downandclickstatus.14. ClickSEDdrop-downandclickstatus.15. ClickCodependentdrop-downandclickstatus.16. ClickSubstanceAbuseProblemand/orMentalHealthDiagnosisdrop-downandclickstatus.17. Additionalfieldswilldisplayforentryasneeded.18. Completetheentry/selectionforthedisplayedrequiredfields.

6.2 Add Discharge FromtheClientDashboard:

1. ClickMandatedDatatab.2. ClickAddAssessmentdrop-downandclickDischarge.3. ClickDateofLastContactcalendarandclickdate.4. ClickDischargeReasondrop-downandclickreason.

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5. ClickDateofDeactivationcalendarandclickdate.6. ClickVeterandrop-downandclickstatus.7. ClickMaritalStatusdrop-downandclickstatus.8. ClickPregnantdrop-downandclickstatus.9. ClickLivingArrangementdrop-downandclickarrangement.10. ClickEducationdrop-downandclickstatus.11. ClickSchoolAttendanceStatusdrop-downandclickstatus.12. ClickEmploymentStatusdrop-downandclickstatus.13. ClickSourceofincomedrop-downandclickincome.14. ClickHealthInsurancedrop-downandclickinsurancecarrier.15. ClickSMIdrop-downandclickstatus.16. ClickSEDdrop-downandclickstatus.17. ClickCodependentdrop-downandclickstatus.18. ClickSubstanceAbuseProblemand/orMentalHealthDiagnosisdrop-downandclickstatus.19. Additionalfieldswilldisplayforentryasneeded.20. Completetheentry/selectionforthedisplayedrequiredfields.

7. ClientProjectParticipation 7.1 To add a client to a Project: FromtheClientDashboard:

1. ClickProjectstab.ProjectstheProviderparticipatesinandtheclientiseligibleforaredisplayed.2. ClickActivateforaprojecttoaddtheclienttothatproject.Anyprojectspecificrequiredfieldsare

displayedforentry.3. EntertherequiredfieldsandclickApplyStatus.

7.2 To remove a client from a Project: FromtheClientDashboard:

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1. ClickProjectstab.ProjectstheProviderparticipatesinandtheclientiseligibleforaredisplayed. 2. ClickStatusfortheproject.(Someprojectswillnothavethisbuttontoremoveclientsasdesigned) 3. ClickactionDatecalendarandclickdate. 4. ClickActionTypefieldandclicktype.Additionalrequiredfieldswillbedisplayed. 5. EntertherequiredfieldsandclickApplyStatus.

8. ClientNotes

FromtheClientDashboard:

1. ClickNotestab.2. CurrentNotesfortheclientwilldisplay.

Tip: As notes are added the (0) on the tab will update. 8.1 To add a Note:

1. ClicktheNotessectionandenternotes.2. ClicktheDatecalendarandclickdate.3. ClickAddNote.4. ThenewlyaddednoteisdisplayedintheCurrentNotestablewithdate,text,andenteredby.

9. Assessments FromtheClientDashboard:

1. ClickAssessmentstab.2. ProviderLocationdrop-downlistisdisplayedatthetopofthepage.Userswillbeabletoselectany

locationtheyhaveaccessto.3. NavigationbuttonsforMemberInfo,Health&Well-BeingandClinicalSummaryquestionnairesare

displayedunderneaththeProviderLocationdrop-downlist. 4. HistoricaldataforClinicalScreen,C-SSRS,Anxiety,Depression,Audit-10andPC-PTSDSurveysare

displayedtowardsthebottomofthepage.

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9.1 Enter/edit Member Info Questionnaires

1. ClicktheBackgroundbuttonintheMemberInfosection.Enter/editBackgroundinformation.2. ClicktheHeight&WeightbuttonintheMemberInfosection.Enter/editHeight&Weightinformation.3. ClicktheExamDatesbuttonintheMemberInfosection.Enter/editExamDatesinformation.4. ClicktheCareTeambuttonintheMemberInfosection.Enter/editCareTeaminformation.5. ClickthePlanofCarebuttonintheMemberInfosection.Enter/editPlanofCareinformation.6. ClicktheDemographicsbuttonintheMemberInfosection.Enter/editDemographicsinformation.7. ClicktheGeneralHealthbuttonintheMemberInfosection.Enter/editGeneralHealthinformation.8. ClicktheDiagnosisbuttonintheMemberInfosection.Enter/editDiagnosisinformation.9. ClicktheMemberGoalsbuttonintheMemberInfosection.Enter/editMemberGoalsinformation.10. ClicktheTreatmentsbuttonintheMemberInfosection.Enter/editTreatmentsinformation.11. ClicktheHomeLifebuttonintheMemberInfosection.Enter/editHomeLifeinformation.12. ClicktheCurrentProvidersbuttonintheMemberInfosection.Enter/editCurrentProviders

information.13. ClicktheContactsbuttonintheMemberInfosection.Enter/editContactsinformation.14. ClicktheDisasterPlanbuttonintheMemberInfosection.Enter/editDisasterPlaninformation.15. ClicktheResourcesbuttonintheMemberInfosection.Enter/editResourcesinformation.Tip: For each questionnaire, click Save to submit answers or Cancel to return to Assessments tab. Tip: Within each questionnaire, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text.

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9.2 Enter/edit Health & Well-Being Questionnaires

1. ClicktheBirthHistorybuttonintheHealth&Well-Beingsection.Enter/editBirthHistoryinformation.2. ClicktheHealthBehaviorsbuttonintheHealth&Well-Beingsection.Enter/editHealthBehaviors

information.3. ClicktheCaregiverbuttonintheHealth&Well-Beingsection.Enter/editCaregiverinformation.4. ClicktheADL/IADLbuttonintheHealth&Well-Beingsection.Enter/editADL/IADLinformation.5. ClicktheSleepbuttonintheHealth&Well-Beingsection.Enter/editSleepinformation.6. ClicktheEmploymentbuttonintheHealth&Well-Beingsection.Enter/editEmploymentinformation.7. ClicktheDevelopmentbuttonintheHealth&Well-Beingsection.Enter/editDevelopmentinformation.8. ClicktheD.M.E.buttonintheHealth&Well-Beingsection.Enter/editD.M.E.information.9. ClicktheLegalbuttonintheHealth&Well-Beingsection.Enter/editLegalinformation.10. ClicktheSafety/InjuriesbuttonintheHealth&Well-Beingsection.Enter/editSafety/Injuries

information.11. ClicktheClientConcernsbuttonintheHealth&Well-Beingsection.Enter/editClientConcerns

information.12. ClicktheFinancialSupportbuttonintheHealth&Well-Beingsection.Enter/editFinancialSupport

information.Tip: For each questionnaire, click Save to submit answers or Cancel to return to Assessments tab. Tip: Within each questionnaire, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text.

9.3 Enter/edit Clinical Summary Questionnaires

1. ClicktheAllergiesbuttonintheClinicalSummarysection.Enter/editAllergiesinformation.2. ClicktheHealthHistorybuttonintheClinicalSummarysection.Enter/editHealthHistoryinformation.3. ClicktheE.R.VisitsbuttonintheClinicalSummarysection.Enter/editE.R.Visitsinformation.4. ClicktheSurgeriesbuttonintheClinicalSummarysection.Enter/editSurgeriesinformation.5. ClicktheSubstanceAbuseTreatmentsbuttonintheClinicalSummarysection.Enter/editSubstance

AbuseTreatmentsinformation.6. ClicktheSexualActivitybuttonintheClinicalSummarysection.Enter/editSexualActivityinformation.7. ClicktheImmunizationsbuttonintheClinicalSummarysection.Enter/editImmunizationsinformation.8. ClicktheHospitalizationsbuttonintheClinicalSummarysection.Enter/editHospitalizations

information.9. ClicktheHealthConcernsbuttonintheClinicalSummarysection.Enter/editHealthConcerns

information.10. ClicktheViewCarePlanbuttonintheClinicalSummarysection.Enter/editCarePlaninformation.Tip: For each questionnaire, click Save to submit answers or Cancel to return to Assessments tab. Tip: Within each questionnaire, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text.

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9.4 Submit a new Clinical Screen Survey / view completed Clinical Screen Survey(s)

1. ClickViewtoseetheanswersfortheClinicalScreenSurveyonthatdate(changestoanswersonacompletedsurveyarenotallowed).

2. Clickthegreenplus-signinthetoprightoftheClinicalScreenSurveybox.3. AnswerClinicalScreenSurveyquestions.ClickSavetosubmitanswersorCanceltoreturnto

Assessmentstab.a. IfanewClinicalScreenSurveywascompleted,anentrywillappearintheClinicalScreenSurvey

boxwiththedateofthesurveyalongwithanorangeplusunderanyofthecolumns(Depression,Survey,Suicide,Anxiety,Alcoholand/orPTSD)thatwereflaggedduringaftersubmittingtheClinicalSurveyanswers.

Tip: Within each survey, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text.

9.5 Submit a new C-SSRS Survey / view completed C-SSRS Survey(s) Note: This survey is only available if the client shows an orange plus-sign in the Suicide column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the C-SSRS Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential suicide risk in the Clinical Screen.”

1. ClickViewtoseetheanswersfortheC-SSRSSurveyonthatdate(changestoanswersonacompletedsurveyarenotallowed).

2. Clickthegreenplus-signinthetoprightoftheC-SSRSSurveybox.3. AnswerC-SSRSSurveyquestions.ClickSavetosubmitanswersorCanceltoreturntoAssessmentstab.

a. IfanewC-SSRSSurveywascompleted,anentrywillappearintheC-SSRSSurveyboxwiththedateofthesurveyandanorangeplus-signundertheRiskcolumniftheclientscreenedpositivelyforSuicideRisk.

b. IftheclientscreenspositivelyforSuicideRisk,orangetextthatreads“AtRiskAlert”willappearatthetopoftheC-SSRSSurveybox.

c. IftheclientscreenspositivelyforSuicideRisk,anorangebannerwillappearatthetopoftheClientDashboardonalltabs(Notes,Projects,MandatedData,etc.).


9.6 Submit a new Anxiety Survey / view completed Anxiety Survey(s) Note: This survey is only available if the client shows an orange plus-sign in the Anxiety column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the Anxiety Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential anxiety in the Clinical Screen.”

1. Agraphofpreviously-completedAnxietySurveysisdisplayedbydefault.2. ClickTableintheAnxietySurveybox.3. ClickViewtoseetheanswersfortheAnxietySurveyonthatdate(changestoanswersonacompleted

surveyarenotallowed).

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4. Clickthegreenplus-signinthetoprightoftheAnxietySurveybox.5. AnswerAnxietySurveyquestions.ClickSavetosubmitanswersorCanceltoreturntoAssessmentstab.

a. IfanewAnxietySurveywascompleted,anentrywillappearintheAnxietySurveyboxwiththedateofthesurvey,thescoreofthesurveyandtheclasscategoryofthesurvey.


9.7 Submit a new Depression Survey / view completed Depression Survey(s) Note: This survey is only available if the client shows an orange plus-sign in the Depression column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the Depression Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential anxiety in the Clinical Screen.”

1. Agraphofpreviously-completedDepressionSurveysisdisplayedbydefault.2. ClickTableintheDepressionSurveybox.3. ClickViewtoseetheanswersfortheDepressionSurveyonthatdate(changestoanswersona

completedsurveyarenotallowed).4. Clickthegreenplus-signinthetoprightoftheDepressionSurveybox.5. AnswerDepressionSurveyquestions.ClickSavetosubmitanswersorCanceltoreturntoAssessments

tab.a. IfanewDepressionSurveywascompleted,anentrywillappearintheDepressionSurveybox

withthedateofthesurvey,thescoreofthesurveyandtheclasscategoryofthesurvey. Tip: Within each survey, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text.

9.8 Submit a new Audit-10 Survey / view completed Audit-10 Survey(s) Note: This survey is only available if the client shows an orange plus-sign in the Alcohol column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the Audit-10 Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential anxiety in the Clinical Screen.”

1. Agraphofpreviously-completedAudit-10Surveysisdisplayedbydefault.2. ClickTableintheAudit-10Surveybox.3. ClickViewtoseetheanswersfortheAudit-10Surveyonthatdate(changestoanswersonacompleted

surveyarenotallowed).4. Clickthegreenplus-signinthetoprightoftheAudit-10Surveybox.5. AnswerAudit-10Surveyquestions.ClickSavetosubmitanswersorCanceltoreturntoAssessmentstab.

a. IfanewAudit-10Surveywascompleted,anentrywillappearintheAudit-10Surveyboxwiththedateofthesurvey,thescoreofthesurveyandaredexclamationiconundertheRiskcolumniftheclientscreenedpositivelyforAlcoholDependency.

b. IftheclientscreenedpositivelyforAlcoholDependency,anAlertwillappearatthetopoftheAudit-10Surveybox.ClickAlerttoviewthealert.

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Tip: Within each survey, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text. 9.9 Submit a new PC-PTSD Survey / view completed Audit-10 Survey(s) Note: This survey is only available if the client shows an orange plus-sign in the PTSD column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the PC-PTSD Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential anxiety in the Clinical Screen.”

6. Agraphofpreviously-completedPC-PTSDSurveysisdisplayedbydefault.7. ClickTableinthePC-PTSDSurveybox.8. ClickViewtoseetheanswersforthePC-PTSDSurveyonthatdate(changestoanswersonacompleted

surveyarenotallowed).9. Clickthegreenplus-signinthetoprightofthePC-PTSDSurveybox.10. AnswerPC-PTSDSurveyquestions.ClickSavetosubmitanswersorCanceltoreturntoAssessmentstab.

a. IfanewPC-PTSDSurveywascompleted,anentrywillappearinthePC-PTSDSurveyboxwiththedateofthesurvey,thescoreofthesurveyandanorangeplus-signundertheRiskcolumniftheclientscreenedpositivelyforPTSDrisk.

b. IftheclientscreenspositivelyforPTSDRisk,orangetextthatreads“AtRiskAlert”willappearatthetopofthePC-PTSDSurveybox.

Tip: Within each survey, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text.10. ServicesFromtheClientDashboard:

1. ClickServicestab.2. CurrentServicesfortheclientwilldisplay.

Tip: A Client must have Opted-In before Service Can be added. Tip: As Services are added the (0) on the tab will update. 10.1 To add a Service:

1. ClickAddServicedrop-downandclickservice.2. ClickDateofActivitycalendarandclickdate.3. ClickType(s)andotherrequiredfieldsdependingonServiceselected.4. ClickSave.5. ServiceislistedintheServiceTable.

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10.2 To delete a Services:

1. ClicktheTrashCanforalistedService.2. ClickYes,DeletetheRecord.3. ServiceisnolongerlistedintheServiceTable.

10.3 ToViewServiceGraph:

1. GraphisdisplayedwithallClientServicesandtheir%s.2. HovermouseovereachsectiontoseeactualClientcountsperservice.

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11. ProjectTrackingItems11.1 Data Uploads: FromtheHomescreen:

1. ClickTakeActionunderDataUploads.2. ClickFileTypedrop-downandclickfiletype.3. ClickBrowseandfindthefileonyourPC.4. ClickSubmitFile.5. Recordsaccepted/unacceptedaredisplayedbelow.6. ClicktheErrors(ifindicated)toseeanyerroredrecords.7. Makethenecessarycorrectionstotherecordsandre-submitthefile.

11.2 Reports FromtheHomescreen:

1. ClickRunReportdrop-downandclickreport.2. Click/SelectReportCriteria.3. ClickRunReport.4. Reportdetailsaredisplayed.

11.3 Correct Failed Xerox Uploads FromtheHomescreen:

1. ClickTakeActionunderFailedUploads.2. ClickaClientIDlisted.3. ClickProfiletab.4. MakethenecessarycorrectionsandclickSave.5. Thesystemwillresendtherecordnightly.

11.4 Opt Status Updates FromtheHomescreen:

1. ClickTakeActionunderOptStatus.2. IndividualsregisteredforCareLinkbutnotyetOptedInorOutwillbedisplayed.3. ClicktheClientID.4. ClientDashboardisdisplayed.

12. Questions [email protected].

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