SWITS User Manual - County of Sonoma
Contents
1. Print Report Print dew Help Intervention for Jetson Jane Problem 1 Problem Category Description Goal Objective Objective Objective Create Date Objective Status Intervention 2 Alcohol High Risk Behavior Attend Meetings and Gain Fellowship in the Recovery Movement Become a Fully Participating Member of the Treatment Community by Attending Therapy Groups Daily Client will list at least 2 other sources of support 7 21 2004 In Progress Intervention Description Create Date 5 4 2005 Intervention Status In Progress Staff Kelly2 Maureen Treatment Treatment Plan Planned Services Planned services are specific services that are planned for the client Examples would be individual counseling sessions group therapy etc Each planned service needs to be documented individually To document a planned service click on Add New Planned Services Record which will take you to the next screen Select the appropriate options from the various drop down boxes Type in the number of sessions planned This goes hand in hand with the frequency For example 1 in the of Sessions box and weekly in Frequency means the client will receive the planned service once a week Objectives from the treatment plan may be associated with the planned service to indicate what objectives will be addressed by this particular service All the objectives written in the treatment2. SWITS User Manual Treatment This document focuses on the elements of client Treatment Plan treatment Treatment Review l Medications Total Pages 22 December 2005 Treatment Plan List Microsoft Internet Explorer User Kelly2 Maureen e a Wd if S Loc Westat Testing Agency Westat Outpatient Facility Treatment Plan Home Page Treatment Plan List sites Plan tame S Status Version StartDate End Date Actions Client List Test Inactive Old Version 7 7 2004 12 8 2004 Review Client Profile gt Test Inactive Old Version 12 8 2004 12 30 2004 Review Non Episode Contact Test Inactive Old Version 12 30 2004 12 30 2004 Review Activity List Test Inactive Old Version 12 30 2004 1 6 2005 Review Intake Test Inactive Old Version 1 6 2005 2 4 2005 Review Wai List Test Inactive Old version 2 4 2005 3 8 2005 Review Tx Team Test Inactive Old Version 3 8 2005 3 15 2005 Review Screening gt Test Inactive Old Version 3 15 2005 4 4 2005 Review Active Signed Off 44 2005 Review Active Signed Off 4 4 2005 Review Getting here Click on the main menu item Treatment which expands to multiple menu items one of which is Tx Plan Treatment Plan List This screen lists all active treatment plans for the active case There can be only one active treatment plan at a time Assessments gt f Test Admission gt Test Notes gt Treatment v O O Oo NM Dn UOUN i P 1 1 1 1 1 1 If no treatment plan e
3. Client will abstain from drinking Objective 3 Create Date 5 4 2005 Objective v Description Objective Status In Progress v Expected Achieve Date Resolution Date Za gt gt Intervention Add Intervention Description att Actions Treatment Treatment Plan Interventions 35 The top part of this screen is shaded and read only It consists of information that was entered in the earlier parts of the treatment plan 36 Intervention is created by the system 37 Select the appropriate option from the drop down for Intervention and add other details in the Description box 38 Intervention Status provides information on the status of the objectives 39 Click on Save to save the data entered so far Clicking on Finish will take you to the previous screen where you can click on Add Interventions to document more interventions for the same objective TX Plan Intervention Microsoft Internet Explorer Gal Willis Home Page Agency gt Client List Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Screening Assessments gt Admission gt Notes gt Treatment Tx Plan Profile Overview Diagnosis Planned Service Plan Outline Tx Review gt Medications Outcomes gt Discharge Cancart amp User Kelly2 Maureen Loc Westat Testing Agency Westat Outpatient Facility Client Jetson Jane Case 1
4. Treatment Review for Jetson Jane Identifying Info Client Name Jetson Jane DOB 14970 Available Treatment Team Members Team Member Hame Sicchio Renee Avey Tom Employee Test Treatment Review Team Team Member Name Role Arora Daksha Team Lead Kelly3 Maureen Direct Service Provider Role Case Manager Other Other Approved Yes No Start Date 42 30 2004 12 30 2004 1 5 2005 Approved Date 5 4 2005 Addto Review Team End Date Actions Delete Delete Sign off err E gt jreatment Plan Outline Microsoft Internet Explorer x l i l am IJA m User Kelly2 Maureen E reat nt Gal EE i Loci Westat Testing Agency Westat Outpatient Facility Client Home Page Agency r Treatment Review Plan aoa Outline Activity List Intake Wait List A r i Tx Team Th IS screen S hows the active S IQ ned off Screening Treatment Plan Test Version 9 Treatment Plan in an outline format and allows Assessments laden Admission gt ch anges to be made Notes Problem Type High Risk Behavior Client has received a DVM En eran rac abet paea oameni Strength Type Other See Comments Client has realized T om ak e mo d ifi c ati ons t o th e Tr e at me nt P an Tx Plan seriousness of what could have happened when driving while Problem Status In Treatment Tx Review intoxicated j j j Profil cl l ck th c Co m ment M od if P an hype rl m k u nd pie Objec
5. 1 Daily Previous User Kelly2 Maureen ae Loc Westat Testing Agency Westat Outpatient Facili ty Client se 1 r An Treatment Plan for Jetson Jane Program Name CPT Codes Services of Sessions E N Frequency Staff v Service Location v Associated Objectives Cancel Save Finish A Treatment Plan Outline Microsoft Internet Explorer SEE Treatment Plan Plan Outline Gaii ISE ee e e me Home Page Treatment Plan for Jetson Jane This screen provides an outline view of the Tx Plan 520 utline You can make changes to the various items of the Client Profile Treatment Plan Review Add Problem Goal treatment plan by clicking on the hyperlinks next to pereng iea EA the item deian Problem Goal 1 Review Delete Add Objective aae Problem Type High Risk Behavior Client has received a DV sill Lapdog le pepe sil rasa For example to add an objective click the Add Screening Strength Type Other See Comments Client has realized Objec tive hyperlink nex t to the appropriate pris gt eae of what could have happened when driving while Problem Status In Treatment Problem Goal This will take you to the Objective SE Objective 1 1 Review Delete Add Intervention screen in the Tx plan Once you have added the objective information click Finish and you will be returned to the Plan Outline screen The new objective will appear on the outline screen as well as in the TX Plan Problem Goal s
6. Cancelled Assessments gt 3415 2005 Test 3 8 2005 3415 2005 Cancelled 3 29 2005 Test 3 8 2005 3 29 2005 Completed Changes Applied 4 4 2005 Test 3 29 2005 4 4 2005 Completed Changes Applied 5 4 2005 Test 4 4 2005 5 4 2005 Pending Admission gt Notes gt Treatment Tx Plan gt Profile ASAM Comments Review Team Plan Outline Medications Outcomes Discharge Consent Pofarrale a X Plan lreatment Review leam Microsoft Internet Explorer led mom TASTE User Kelly2 Maureen E Gal YA 7 Loc Westat Testing Agency Westat Outpatient Facility Client Home Page Treatment Review for Jetson Jane Agency gt Jentif Client List ma Client Profile LE l pi Client Name Jetson Jane DOB 144970 Non Episode Contact i i NE Review Period From 42005 to 542005 o Activity List Intake Date of Review 54 2005 Wait List Review Status Pending Screening Documents Reviewed Include dates of documents Assessments gt Admission gt Notes Treatment Tx Plan gt Assessments Conducted During This Review Period Tx Review w SS eee a Complete No changes to Tx Plan Conceal zave aran h ASAM Comments Review Team Plan Outline Medications Outcomes gt Discharge gt Consent Poeferrale s m j n T3 i e TX Plan Treatment Review Team Microsoft Internet Explorer wm o FY User Kelly2 Maureen on 1g a Gad Wd 7 S Loci Westat Testing Agency Westat Out
7. Jetson Jane S Plan Outline Outline Actions Finish vious How to read outline tem has review comments only FREER eR SS SHS ect cot tem added as part of review Review comments added to tern Treatment Treatment Review The Treatment Review you entered will have a status of Pending until you apply the changes To apply the changes to the Treatment Plan from the treatment review click the Review hyperlink next to the appropriate Treatment Review This will take you to the Treatment Review Profile screen Treatment Review List Microsoft Internet Explorer l A User Kelly2 Maureen 4 Ga YA 7 Loc Westat Testing Agency Westat Outpatient Facility Client ae Home Page i Hew treatment reviews cannot be created because there is an active treatment review has modified treatment Agency gt plan review status not cancelled Client List Treatment Review List Aud Mew Treatment Review Record Client Profile Review Date Planlame Review Period Start ReviewPeriodEnd Status Actions Non Episode Contact 1149 2004 Test 82 2004 1149 2004 Completed Changes Applied Activity List 12 9 2004 Test 1119 2004 12 9 2004 Completed Changes Applied Intake 12 30 2004 Test 12 9 2004 12 30 2004 Completed Changes Applied Wait List 1411 2005 Test 12 30 2004 1411 2005 Completed Changes Applied Tx Team 3 8 2005 Test 11 2005 3 8 2005 Completed Changes Applied Screening 3 8 2005 Test 3 8 2005 3 8 2005
8. click on Add New Medication link and follow the same steps Click on Finish when you have entered all the medications that the client is currently taking Discontinuing a medication can be done by clicking on Review next to that medication under Actions This will bring the details of the medications to the lower half of the screen where you can make the changes and Save E Medications Micros GAl Wais Home Page Agency gt Client List Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes Treatment Tx Plan gt Tx Review gt Outcomes gt Discharge gt Consent Referrals Episode List System Administration gt My Settings gt Reports P E Medications Micros TAAR Home Page Agency gt Client List Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes Treatment Tx Plan gt Tx Review gt Outcomes gt Discharge Consent Referrals Episode List System Administration gt My Settings gt Reports oft Internet Explorer User Kelly2 Maureen on oP Loc Westat Testing Agency Westat Outpatient Facility Client ase 1 Medications for Jetson Jane Type Dose Frequency Prescribed Discontinue Reason Actions PRN Antabuse disulfiram 5 mg 7 13 2004 Medication Dose Prescribing Physician Frequency
9. Add Problem Goal Treatment Plan Test Start Date 5 4 2005 Version 9 End Date Problem Goal 1 Comments Modify Delete Add Objective Goal Type Attend Meetings and Gain Fellowship in the Problem Type High Risk Behavior Client has received a DY Recovery Movement Client will abstain from drinking Strength Type Other See Comments Client has realized seriousness of what could have happened when driving while intoxicated Review Comments This is a test Problem Status In Treatment Objective 1 1 Comments Modify Delete Add Intervention Objective Type Become a Fully Participating Member of the Treatment Community by Attending Therapy Groups Daily Client will list at least 2 other sources of support Objective Status In Progress Intervention 1 1 1 Comments Modify Delete Intervention Type Attend amp Fully Participate in Groups During a Week Therapist will help client decide upon 2 other sources of support Intervention Status In Progress Objective 1 2 Comments Modify Delete Add Intervention Treatment Treatment Review Plan Outline To delete a Problem Goal Objective or Intervention to the Treatment Plan click the Delete hyperlink next to the appropriate item You will receive a warning message asking if you are sure you want to delete the item If you click Yes you will be returned to the Outline screen and you will see th
10. Clert List Perr 305 00 Alcohol abuse Review Delete Client Profile gt Axis Il 299 00 Autistic disorder Secondary Review Delete Non Episode Contact Axis IV 3 0 Problems related to interaction with the legal system crime Secondary Review Delete Activity List Axis 70 Review Delete Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes gt Treatment Tx Plan Profile Overview A New Diagmiossis Level Problems Goals Select Diagnosis Level Planned Service Plan Outline Tx Review gt Medications Outcomes gt Discharge Cancant LLLI Treatment Treatment Plan Problem Goal List This is the first screen in a series of screens to document problems goals and objectives Click on Add New Treatment Plan Problem Goal Record to add a new problem and goal All the problems and goals written in the treatment plan are listed here Click on Review if you want to review the details or revise the problems or goals Treatment Problem and Goal List Microsoft Internet Explorer User Kelly2 Maureen if E W T S Loc Westat Testing Agency Westat Outpatient Facility x Client Print Report Printdew Help Logout Home Page Treatment Plan Problem Goal List Agency gt Client List Client Profile Non Episode Contact Activity List Category Problem Intake 1 Alcohol High Risk Behavior Wait List Client has received a D Attend Mee
11. Comments Assessments Conducted During This Review pana Period Enter the names of any assessments given Ci 1 1 comes gt during the review period Discharge Consent Click Next ue User Kelly2 Maureen Ez Loc Westat Testing Agency Westat Outpatient Facility S Client Print Report Print dew Help Logout Treatment Review for Jetson Jane Client Name Jetson Jane DOB 144970 Review Status Pending Documents Reviewed Include dates of documents Assessments Conducted During This Review Period Actions cance Review Apply Changes Complete No changes to Tx Plan Conca Se Finish E P C 7 i F4 r 4 jreatment Review ASAM Microsoft Internet Explorer jl x lt fee OR User Kelly2 Maureen D re at i eC nt Gail VE S Loc Westat Testing Agency Westat Outpatient Facility Client ia Home Page Treatment Review for Jetson Jane Agency gt SAM PCIR l x Sairi ic Dimensi Level of Risk Level of C Comment Tr ea t m en t R e VI e WwW Client Profile 1 Acute eae vm gt a rr 3 a LE Non Episode Contact Withdrawal Potential EA j 2 Biomedical Conditions and z i i r ieee Complications ASAM This screen will populate with information Wait List from the latest ASAM for the client This will either ee ey eee ee i Screening gt Conditions and Complications be Admission or a previous Treatment Review Assessments gt eo Admission gt 4 Readine
12. Date Prescribed Date Discontinued Notes Including identification and documentation of drug reactions and instructions for use Discontinued by Physician Reason oft Internet Explorer User Kelly2 Maureen ee Loc Westat Testing Agency Westat Outpatient Facility Client ian 1 a 7 ag Medications for Jetson Jane Type Dose Prescribed Discontinue Reason Actions 5 mg Antabuse disulfiram PRN 713 2004 C C o Medication Dose Frequency T Prescribing Physician Discontinued by Physician w Date Discontinued Date Prescribed Reason Notes Including identification and documentation of drug reactions and instructions for use Finish
13. ave to save this information and then click Next Home Page Agency gt Client List Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes Treatment Tx Plan gt Tx Review v Profile ASAM Comments Review Team Plan Outline Medications Outcomes gt Discharge Consent Poferrale i Treatment Review for Jetson Jane Identifying Info Client Name Jetson Jane DOB 144970 Available Treatment Team Members Team Member Hame Role Arora Daksha Kelly3 Maureen Sicchio Renee Avey Tom Other Treatment Review Team Team Member Hame Role Approved Team Lead Direct Service Provider Case Manager Approved Date Start Date 2 7 2004 12 30 2004 12 30 2004 12 30 2004 Sign off Addto Review Team End Date A Actions Treatment Review Team Microsoft Internet Explorer Gal VV IT ns Home Page Agency gt Client List Client Profile gt Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes gt Treatment Tx Plan Tx Review v Profile ASAM Comments Review Team Plan Outline Medications Outcomes gt Discharge Consent Pofarrale User Kelly2 Maureen Loc Westat Testing Agency Westat Outpatient Facility Client Jetson Jane Case 1 KA J Print Report Print dew Help Logout a4
14. creen Treatment Tx Plan Profile Overview Diagnosis Problems Goals Planned Service Objective Type Become a Fully Participating Member of the Treatment Community by Attending Therapy Objective Status In Groups Daily Client will list at least 2 other sources of support Progress Intervention 1 1 1 Review Delete Intervention Type Attend amp Fully Participate in Groups During a Week Therapist will help client Intervention Status In decide upon 2 other sources of support Progress Objective 1 2 Review Delete Add Intervention Objective Type Verify Abstinence by Attending UMP Twice Weekly for the Next 3 Months Cleint will Objective Status In be on time for the group Progress Tx Review p Intervention 1 2 1 Review Delete C ick on Fi n ish whe N you are do ne reviewi ng or eae steven 1ye Other See Comments Client will be on time for groups and participate as caida Status In comes gt adding to the Tx Plan using the outline screen eet f Problem Goal 2 Review Delete Add Objective oT Canceant e E a a ireatment Review List Microsoft Internet Explorer User Kelly2 Maureen a Loc Westat Testing Agency Westat Outpatient Facility Client Agency gt Planlame Review Period Start Review PeriodEnd Status Actions Client List 1119 2004 Test 8712 2004 4119 2004 Completed Changes Applied Client Profile 12 9 2004 Test 1149 2004 42 9 2004 C
15. dmissi S ea ees Active Not Singed Off to Active Signed cae f Create New Version Perform Review Off and you can no longer make any Treatment Treatment Team modifications to the plan Tx Plan Team Member Hame Review Member Role StartDate EndDate Kelly Maureen No Case Manager 7 6 2004 Overview Conrad Rodney Parole Officer 76 2004 11 A confirmation screen comes up asking if T wl cl wala laste Problems Goals Jetson Judy Sister 10 4 2004 you really want to sign off on the plan It Planned Service arora Daksha Team Lead 121712004 also reminds you that you should get Plan Outline Kelly3 Maureen Direct Service Provider 12 30 2004 Tx Review Sicchio Renee Case Manager 12 30 2004 signatures of the treatment team members Medications vey Tom Other 12 30 2004 on the paper version of the plan Aad tee Fagina deat her uae EA z Cereal EA FRR 12 Click Yes and it will bring you back to the plan with the status changed to Active Signed Off ey Confirm Microsoft Internet Explorer Gal iv 4 7 S oa ese b Ree Westat Outpatient Facility E 2 B 13 The Treatment Team section comes pre Client populated from the previous screen Home Page Click Yes only if appropriate treatment team members have approved Agency the treatment plan Once you click Yes this plan becomes the active Client List treatment plan Client Profile Non Episode Contact v as Activity List Intake Wait List Tx Team Scree
16. e Wait List Tx Team Plan Start Date 4 1 2005 Plan End Date Next Review Date 7 24 2004 Client Participated in Tx Plan Development Plan Name Test Plan Period Days Plan Status Active Signed Off Screening gt Assessments gt Admission gt Sign Off A Notes Treatment v Tx Plan Treatment Team Team Member Hame Review Member Role Start Date EndDate Overview Diagnosis Problems Goals Planned Service Plan Outline Tx Review p Medications Outcomes gt Discharge gt Cancart Kelly Maureen Conrad Rodney Jetson George Jetson Judy Arora Daksha Kelly3 Maureen Sicchio Renee Avey Tom Fmnlovee Test No Case Manager Parole Officer Other Sister Team Lead Direct Service Case Manager Other Other 76 2004 76 2004 104 2004 42 7 2004 Provider 42 30 2004 12 30 2004 42 30 2004 APNNS TX Plan Treatment Review Team Microsoft Internet Explorer SE ea VWI ns a Home Page Treatment Review sore Client Profile Non Episode Contact Identifying Info Enter the Review Period dates in Activity List the appropriate fields If this is not the first review Gai for this client the from date will populate from the ee to date of the last review The Date of Review will R populate with the current date This can be changed Admission as needed Notes Treatment Tx Plan gt Updated Info Enter the names of any documents Tx Review that were reviewed as part of this review
17. e item you deleted in blue text with a line through it If you are done with making changes and comments to the Treatment Plan click Finish at the top of the screen This will save all of your changes however it will not update the treatment plan This will take you to the Treatment Review List screen Confirm Microsoft Internet Explorer User Kelly2 Maureen if aA i WI T S Loc Westat Testing Agency Westat Outpatient Facility Client Jetson Jane Case 1 Print Report Print dew Help Logout Home Page Are you sure you want to delete this objective and any interventions Agency gt related to it Deleted objectives cannot be recovered once deleted Client List Client Profile We No Non Episode Contact Activity List Intake Wait List Treatment Plan Outline Microsoft Internet Explorer lt elly2 Maureen Loc Westat Testing Agency Westat Outpatient Facility Client Jetson Jane Case 1 Print Report Print Mew Help Home Page Treatment Plan Modify Add Problem Goal Agency gt Treatment Plan Test Client List Client Profile gt Non Episode Contact Version 9 Start Date 5 4 2005 End Date r Problem Goal 1 Comments Modify Delete Add Objective Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes gt Treatment Tx Plan Tx Review w Profile ASAM Comments Review Team Medications Outcomes g
18. ear in the treatment plan Treatment Review Comments Microsoft Internet Explorer Gai Wa iiS Home Page Agency gt Client List Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes gt Treatment Tx Plan Profile Overview Diagnosis Problems Goals Gal Wid NS Home Page Agency gt Client List Client Profile gt Non Episode Contact Activity List Intake Wait List Tx Team Screening Assessments gt Admission gt Notes gt Treatment Tx Plan gt Tx Review v Profile ASAM Comments Review Team Medications Outcomes r Discharge Consent PRofarrale User Kelly2 Maureen Lo Westat Testing Agency Westat Outpatient Facility Client Jetson Jane Case 1 Help Ey Print dew Print Report Review Comment This is a test Progress Towards Goal Effectiveness of Treatment Intervention Progress Statement toward goal Goal Status Problem Goal 1 v Treatment Plan Outline Microsoft Internet Explorer Help 7 a Client Jetson Jane Case 1 Print Report Print dew Treatment Review for Jetson Jane Plan Outline Outline Actions How to read outline tem has review comments only temeeketeceas partoer tem added as part of review Review comments added to item r Treatment Plan Modify
19. ing Their Satisfaction With Treatment Planning Services and Progress Tx Review v Changes to Client s Diagnosis Reference the documents the change is based on Profile ASAM Need For Further Treatment Review Team Plan Outline Medications Was plan reviewed for least restrictive setting hex b Outcomes Was plan reviewed to make sure that services recommended are appropriate to client s strengths and need h Discharge l Consent Cancel Save Finish Previous Next Poeferrale DEK Logout Treatment Review Team Microsoft Internet Explorer GS id WA fi S P wee resting AON Westat Outpatient Facility E 2 Ey Client Jetson Jane Case 1 Print Report Print dew Help Treatment Review 63 64 65 66 67 68 Available Treatment Team Members This list will display all members of a client s treatment team that are indicated as review members To add a member of the team to this Treatment Review Team check the box next to the team member s name and click the Add to Review Team hyperlink The selected team members will appear in the Treatment Review Team list at the bottom of the screen To remove a Team Member click the Delete hyperlink under Actions This will not remove the team member from the Treatment Team only from this Review Team To indicate that the team member has signed off on the current treatment review click the Sign off hyperlink under Sign off Click S
20. lan or an eee l inactive plan and need to make modifications to it Non Episode Contact om a Activity List Intake Are you sure you want to start a new treatment plan Doing so will cause the current one to become inactive and you wont be able to undo this action If you click on the Create New Version link it will bring up a confirmation screen asking you if you really want to create a new treatment plan Click Yes if you want to make the current plan inactive and create a new version Wait List Tx Team Screening Assessments gt Admission gt Notes gt Treatment Tx Plan Overview Diagnosis Problems Goals Planned Service Plan Outline Tx Review gt Medications Outcomes gt Discharge gt Concert re P r r TXPlan Profile Microsoft Internet Explorer Mo TIAFI User Kelly2 Maureen a Gal Wd S Loc Westat Testing Agency Westat Outpatient Facility Client 1 Home Page Treatment Plan Profile for Jetson Jane Agency gt l Client List Treatment Plan Treatment Plan Client Profile Non Episode Contact reated Date 5 4 2005 5 12 PM Last Updated Date Profile Activity List Pen Nene Plan Start Date 5742005 Wait List Plan Period Days Plan End Date p Tx Team Plan Status Active Not Signed Off Next Review Date Prao 10 Sign Off link When you click on this link Screening E becies J it changes the status of the plan from SS i a i A
21. lient List Yes No Review will be Cancelled and a new treatment aes plan will not be created based on this review Non Enisode Contact Activity List a Confirm Microsoft Internet Explorer A Gal W4 j 7 S Le ones Testing Agency Westat Outpatient Facility Home Page Are you sure you want to apply the treatment review changes to the Agency gt current active signed off treatment plan Client List Client Profile D io Non Episode Contact Activity List Intake ir l iad Medications Getting here Click on main menu item Treatment which expands to multiple menu items one of which is Medications Clicking on Medications in the menu brings up the first screen which is divided into two parts The top half is a list of medications that have been documented so far It would be blank if nothing has been documented The lower half is where you can document the details of each medication which then gets saved at the top Initially this appears grayed out Click on Add New Medication This will make all the fields available for data entry Select the type of medication from the first drop down next to Medication and then select the name of the medication from the second drop down box for Medication Type the name of the physician and select appropriate item from other drop down boxes Clicking on Save will save the information you just entered to the list at the top To add more medications to the list
22. ning gt Assessments gt Admission gt Notes gt Treatment Tx Plan Overview Intake Microsoft Internet Explorer ser Kelly2 Maureen I B ie gq ij HHF TS Westat Testing Agency Westat Outpatient Facility S re ati le all Client Jetson Jane Case 1 Print Report Print dew Help Home Page Client Intake for Jetson Jane Agency b Case Information a ee g Intake Facility Westat Outpatient Facility v Case 1 Tr Ca tme nt P la n O ve rvi e W eee AA Intake Staff Kelly Maureen JE Case Status Open Active Activity List Initial Contact By Appointment v Intake Date 7 6 2004 A Village ADAMS o sji Pregnant Yes Due Dateer 4 2005 14 This screen allows you to docu ment additional Wait List Source of Referral Court Criminal Proceedings i HIV Positive No back rou nd inform ation Tx Team Referral Contact v Injection Drug User No v g Screening gt Add Referral Contact Info z a F Assessments r z n 4 i i A resenting Problems 15 Presenting Problems This is pre populated Admission i Presenting Problem In Client s Own Words based on Presenting Problems documented at bie Secondary reatment Intake Outcomes gt f oe Special Initiative ee Acquired Brain Disorders H r onse Adult with O ic Disord fo SED 16 All the other fields are free text boxes which Referrals iai wih ae aa parsieiahl Mental Illness al low you to type u nlim ited information Episode Lis
23. nt will abstain from drinking strength Type Other See Comments Client has realized seriousness of what could have happened when driving while Problem Status In Treatment intoxicated Objective Type Become a Fully Participating Member of the Treatment Community by Attending Therapy Objective Status In Groups Daily Client will list at least 2 other sources of support Progress Intervention Type Attend amp Fully Participate in Groups During a Week Therapist vvill help client Intervention Status In decide upon 2 other sources of Support Progress Treatment Review for Jetson Jane Plan Outline Finish Previous How to read outline tem has been modified tem has review comments only tem added as part of review Rem etetec es sat eH esa Review comments added to tem Outline Actions LommenuMondity Plan Treatment Review Plan Ou t n Treatment Plan Modify Add Problemi Goal Ill Treatment Plan Test Version 9 Start Date 542005 End Date To add a Problem Goal Objective or Intervention to the Treatment Plan click the 4 TX Plan Problem Goal Profile Microsoft Internet Explorer Add Problem Goal Add Objective or Add Galis eni A ae Westat Outpatient Facility Intervention hyperlink This will take you to the tg rl alae appropriate screen of the Treatment Plan Enter F the appropriate information and click Finish cht List E 7 i Thi
24. ompleted Changes Applied Trea tment Re view Non Episode Contact 12 30 2004 Test 12 9 2004 12 30 2004 Completed Changes Applied Activity List 41172005 Test 42 30 2004 4411 2005 Completed Changes Applied is r i i Intake 3 8 2005 Test 141172005 3 8 2005 Completed Changes Applied Getting here Click on the main menu item Wait List 3 8 2005 Test 3 8 2005 3 8 2005 Cancelled Treatment which expands to multiple menu items e anses Tes aans a on i i B creening e omplete anges Applie one of which is Tx Review aeaea e 4 4 2005 Test 3 29 2005 4 4 2005 Completed Changes Applied Admission Treatment Review List This screen lists all anes Treatment treatment reviews for the active case Tx Plan i i Profile To enter a new review click on Add New ASAM Comments Treatment Review Record O B Plan Outline 5 Medications Any previously entered Treatment Reviews can RESER be reviewed by clicking the Review hyperlink in Discharge Consent the Actions column of the Treatment Review ane List E TXPlan Profile Microsoft Internet Explorer You can also start a new Treatment Review by ars un a H i Gal WVA S Loc Westat Testing Agency Westat Outpatient Facility clicking the Perform Review hyperlink on the Client Hd Treatment Plan Profile screen of a active and signed off treatment plan Home Page Treatment Plan Profile for Jetson Jane Agency gt j Client List Client Profile Non Episode Contact Activity List Intak
25. ory Once you select a problem category the relevant problem strength resources goals and objectives will become available in the drop down boxes Medications Outcomes gt Discharge gt Canceart Note You need to select items from the drop down boxes for problem strength resources goals and objectives In addition you can write client unique statements in the Description box attached to each of these fields Note You can add only one goal under one problem To write additional goals you would need to click on Add New Treatment Plan Problem Goal Record on the previous screen Click on Save to save the data entered so far Click Add Objectives to document objectives under this problem goal It will take you to the next screen Eak User Kelly2 Maureen Loc Westat Testing Agency Westat Outpatient Facility Client Jetson Jane Case 1 Print Report Print dew Help Problem Goal Profile for Jetson Jane Problem 4 Problem Date 5 4 2005 Problem Goal Status In Treatment Program Name v Problem Category Problem v Description Strengths Resources v Description ee Goal v Description Projected Achievement Date Actual Achievement Date Deferred Date recive Cancel Add Treatment Treatment Plan Objectives 30 The top part of this screen is shaded and read only It consists of information
26. patient Facility Client a Home Page Treatment Review for Jetson Jane Agency gt Tdentifving Tnfo Client List Client Profile gt DOB 144970 Non Episode Contact Activity List Review Period From kanos o w 2005 Treatment Review on Date of Review E Wait List Review Status Pending Client Name Jetson Jane To apply the changes to the Treatment Plan click is aa Updated Info the Apply Changes hyperlink ae Documents Reviewed Include dates of documents Admission You will receive a warning message asking if Notes Assessments Conducted During This Review Period Treatment you are sure you want to apply the changes nee Tx Review w j Complete No changes to Tx Pla Cel C GD GED If you click yes a new treatment plan will be reat complete No changes tn Tx Plan ER created with the changes and the status of this Sea a a eview leam Treatment Review will be Completed Changes Plan Outline i Medications Applied Outcomes gt Discharge gt If you want to cancel the review click the Cancel b Review hyperlink Confirm Microsoft Internet Explorer E p You will receive a warning m king if Aa IAF ser Kelly2 Maureen T Ou SOANE A a g essage as g G NVA S Pe ps Agency Westat Outpatient Facili y you are sure you want to cancel the review Client ace So Te Home Page Are you sure you want to cancel this treatment review If you click yes the status of this Treatment eee ne C
27. plan will be listed here To select the relevant objectives highlight them by clicking on them in the left box and then click on the right pointing arrow in the middle The selected objectives will move to the right box Clicking on Save will not only save the data but also list this planned service on the previous screen for planned services list You can add as many services as needed Planned Services List Microsoft Internet Explorer SAS Home Page Agency gt Client List Client Profile gt Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission Notes Treatment Tx Plan Profile Overview Diagnosis Problems Goals Planned Service Plan Outline Tx Review gt Medications Outcomes gt Discharge Canceart Home Page Agency gt Client List Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes Treatment Tx Plan Profile Overview Diagnosis Problems Goals Planned Service Plan Outline Tx Review gt Medications Outcomes gt Discharge gt Cancart User Kelly2 Maureen ee Loc Westat Testing Agency Westat Outpatient Facility Client e Planned Services List Adult outpatient 90853 Group psychotherapy other than mutti family group 10 Weekly Martinson Alan Adut outpatient 1000 Behavioral heath accommodation general classification
28. s will take you back to the Outline screen Seu A E eereieas and you will see the problem goal objective Activity List Problem or intervention you added highlighted in green acs lt lt text Tx Team Screening gt Strengths Resources v Assessments gt Description Admission gt lt Notes Goal a Treatment w Description Tx Plan pt Profile Overview Projected Achievement Date Actual Achievement Date Deferred Date Diagnosis ProblemsiGoals i 4 Plan Outline ieee salina Tx Review gt Description Medications Outcomes Discharge gt Canceant n n l Ube ater i i ee i ee ee ed M ai Pa e ee ee ne oe a Wt i l oF aa am an Soe Problem Goal lt mments Modify Add Objective Undo Adc Goal Type Attend Meetings and Gain Fellowship in the Recovery Movement test Problem Type Intoxication test strength Type Alcohol Abuse will Cause Allergy test Problem Status In Treatment Treatment Treatment Review Plan Outline To add comments to an item in the Treatment Plan click the Comments hyperlink next to the appropriate item This will take you to the Review Comments screen Enter your comments and click Finish This will take you back to the Outline screen and you will see the comments you added highlighted in yellow These comments are for the review and will not app
29. ss to Change This information can be updated as needed wee Treatment 5 Relapse Continued Use or C ick Next Tx Plan Continued Problem Potential pling 7 6 Recovery Living Environment Recommendations and Changes Select the asan response from the drop down for the questions Review Team Recommended Level of Care 1 0 Y Clinical Override N A i c F 7 m c nt highlighted in yellow Enter text in the text boxes for AL g aae ALA iRig SEEEES i i a Actual Level of C 1 0 v the other items Any information entered on the Outcomes E i previous Treatment Plan for Strengths Resources Discharge Actual Environment Yocational Educational Assessment YW wy ai Save Finish f will be pulled forward by the system to this screen Patarrele cet SD TD lt can be changed as needed Click Next Ee User Kelly2 Maureen E Loc Westat Testing Agency Westat Outpatient Facility Client i Home Page Treatment Review for Jetson Jane Agency gt Client List Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Was the client involved in the review process Easy a3 New Problems identified to be added to treatment plan esi bi Discharge Criteria Strengths Resources Ahbiltiesnterests Barriers to Success Screening gt Assessments gt Progress Towards Goals Accomplishments Admission gt Notes gt Treatment Tx Plan gt Family Recipient Written Comment Regard
30. t Discharge Consent Poforrale 5 z Goal Type Attend Meetings and Gain Fellowship in the Problem Type High Risk Behavior Client has received a DA ceeds Movement aka sal abeatain fron heard Strength Type Other See Comments Client has realized seriousness of what could have happened when driving while intoxicated Review Comments This is a test Objeetive t Aments Objective Type Become a Fully Participating Member of the Treatment Community by Attending Therapy Objective Status In Groups Daily Client will list at least 2 other sources of support Progress Problem Status In Treatment Intervention t 4 Comments Intervention Type Attend amp Fully Participate in Groups During a Week Therapist will help client Intervention Status In decide upon 2 other sources of support Progress Objective 1 2 Comments Modify Delete Add Intervention Objective Type Verify Abstinence by Attending UMP Twice Weekly for the Next 3 Months Cleint will Objective Status In be on time for the group Progress ntervention Type Other See Comments Client will be on time for groups and participate as appropriate Progress Intervention Status In intervention 1 2 1 Comments Modify Delete m Objective 1 3 Comments Modify Delete Add Intervention Objective Type Exercise Reqularly test Objective Status In Progress Treatment Review for
31. t Adult with Severe Emotional Disturbance System Administration ter Agency Service i Child Protective Services OCS My Settings Court Legal Interface Reports DCSF Developmental Disabilities Date Closea Save amp fose the Case Cancel E FAR T amp TX Plan Overview Microsoft Internet Explorer SEE m User Kelly2 Maureen KA E if A W TS Westat Testing Agency Westat Outpatient Facility S 7 Client Jetson Jane Case 1 Print Report Print dew Help Logout A Home Page 4 Treatment Plan for Jetson Jane agency Overview Client List Assessments Reviewed Client Profile Non Episode Contact Activity List Intake Presenting Problem In Client s Owen Words Wait List Alcohol use and DVI Tx Team Screening Strengths Resources Abilitiesnterests Barriers to Success Assessments gt kiinibhvigtvih Admission gt Notes Treatment Transfer Discharge Criteria Tx Plan Profile Client Comments Regarding Treatment Goals Diagnosis Problems Goals Planned Service Plan Outline Tx Review p Clinician Comments Recommendations Medications Outcomes gt Discharge J Cancel ae FA Previous er Cancant ClientDiagnosis Microsoft Internet Explorer Sl Treatment Plan Diagnoses S u a E Print Report Printdew Help 17 This screen displays the diagnoses that were aes sell Sliced asl EI alls i i Agency gt documented in the Admission module
32. that was entered in the earlier parts of the treatment plan 31 Objective is created by the system 32 Select the appropriate option from the drop down for Objective and add other details in the Description box 33 Objective Status Expected Achieve Date and Resolution Date provide information on the status of the objectives Click on Save to save the data entered so far Clicking on Finish will take you to the previous screen where you can click on Add Objectives to document more objectives for the same goal 34 TX Plan Objectives Microsoft Internet Explorer Gal Wi tims Home Page Agency gt Client List Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes Treatment Tx Plan Profile Overview Diagnosis ProblemsiGoals_ Planned Service Plan Outline Tx Review p Medications Outcomes gt Discharge Cancant EEx User Kelly2 Maureen Westat Testing Agency Westat Outpatient Facility Client Jetson Jane Case 1 Print Report Printdew Help Objectives for Jetson Jane Problem gt 1 Date Assessed 7 21 2004 Problem Category Alcohol Strengths Limits Other See Comments Client has realized seriousness of what could have happened when driving while intoxicated Problem Description High Risk Behavior Client has received a DV Goal Attend Meetings and Gain Fellowship in the Recovery Movement
33. tings and Gain Fellowship in in the Recovery Movement Tretmeni Review Client will abstain from drinking Other See Comments In and complications test test Treatment Client does not a very supportive Client will develop alternative sources environment for recovery of support Treatment Review test test ee Previous Next Treatment Tx Plan Profile Overview Diagnosis Problems Goals Planned Service Plan Outline a Tx Review gt Medications Tx Team ASAM 2 Biomedical condition Other See Comments i Review Screening gt Assessments gt ASAM 6 Recovery Living environment In Admission gt Outcomes gt Discharge Canceart amp TX Plan Problem Goal Profile Microsoft Internet Explorer Gal Wd Tins Home Page Treatment Plan Problem Goal Profile The Problem is created by the system Agency gt Client List Client Profile gt Non Episode Contact Activity List Intake Wait List Tx Team The Problem Date is the date the problem is written This defaults to the current date however can be changed if needed Screening gt Assessments gt Admission Notes gt Treatment Program Name Select the program under which ae the specific goal is being written This list will consist of all the programs that are setup under your facility Profile Overview Diagnosis Problems Goals Planned Service Plan Outline Tx Review gt Problem Categ
34. tive Type Become a Fully Participating Member of the Treatment Community by Attending Therapy Objective Status In O utl ine Act ions Comments Groups Daily Client will list at least 2 other sources of support Progress Review Team i Intervention Type Attend amp Fully Participate in Groups During a Week Therapist will help client Intervention Status In You will receive a message asking if you are eee decide upon 2 other sources of support Progress comes gt sure yo u want to m od ify th Treat ment P an lf Discharge Objective Type Verify Abstinence by Attending UMP Twice Weekly for the Next 3 Months Cleint will Objective Status In you want to make any comments or changes erase PORER ji click Yes If not click No Both will return you to the Outline screen If you clicked yes you will Confirm Microsoft Internet Explorer l see hyperlinks next to each item allowing you to Galwite ri wee ae Westat Outpatient Facility add comments modify the item delete or add nik items to the treatment plan If you clicked no the eee Are you sure you want to modify this treatment plan i i Agency gt screen will remain the same ies Client List D Kc Client Profile Non Episode Contact Activity List Intake Treatment Plan Test Version 9 Start Date 542005 End Date Goal Type Attend Meetings and Gain Fellowship in the Problem Type High Risk Behavior Client has received a D1 Recovery Movement Clie
35. ual Program Plan IPP Individual Education Plan IEP etc Plan Status When the status of the plan is Active Signed Off or Inactive it will not allow any updates Updates can be made only to plans that are in Active Not Signed Off status ET Client Profile Non Episode Contact Activity List Intake Wait List Tx Team Screening gt Assessments gt Admission gt Notes gt Treatment Tx Plan Overview Diagnosis Problems Goals Planned Service Plan Outline Tx Review gt Medications Outcomes gt Discharge gt Cancart Plan Name Test Plan Period Days Plan Status Active Signed Off Treatment Team Kelly Maureen Conrad Rodney Jetson George Jetson Judy Arora Daksha Kelly3 Maureen Sicchio Renee Avey Tom Fmnlnavee Test onfirm Microsoft niemei Explorer Plan Start Date 4 4 2005 Plan End Date Next Review Date 7 24 2004 Case Manager Parole Officer Other Sister Team Lead Direct Service Case Manager Other Other Client Participated in Tx Plan Development 76 2004 76 2004 104 2004 42 7 2004 Provider 42 30 2004 42 30 2004 12 30 2004 1 5 enns User Kelly2 Maureen hee jG ened LW Loc Westat Testing Agency Westat Outpatient Facility Client Create New Version link allows you to create a new version which is a copy of the current plan so ates that you can modify it Please use this only when Agency you have a current active signed off p
36. xists click on Add New Treatment Plan Record to create a new treatment plan This will take you to the Treatment Plan Profile Screen Profile Overview Diagnosis Problems Goals Planned Service be ia i Plan Outline a An existing Treatment Plan can be reviewed by Eas ie clicking the Review hyperlink in the Actions column of the Treatment Plan List Medications Outcomes gt Discharge Cancert Note Once a treatment plan is completed and signed by the treatment team it cannot be changed in its original version Any modifications can be made by creating a new version of the treatment plan A new version creates a copy of the original plan only with a new version number This new version can be modified until it is signed by the treatment team A Tx Review can also be conducted to review and update the Tx Plan This also will create a new version of the Tx Plan a se gt 5 APlan Profile Microsoft Internet Explorer User Kelly2 Maureen Loc Westat Testing ageri Westat Outpatient Facility Client Home Page Treatment Plan Profile for Jetson Jane a Agency gt ee i anz Treatment Plan Profile ee Treatment Plan Profile This screen provides the basic information about the plan The shaded area is read only information which is either carried forward from earlier modules or is created by the system Plan name This is the name by which a plan is commonly known within an agency Examples include Individ
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