CARIS Pre-Training Exercises
Contents
1. 13 Search and Advanced Search 10 Clas dia daa 16 Security and Privacy 4 Comtat das 19 20 SUMMA aisi ace uaa p states 17 Context Bat ica 10 System EE 23 IR 14 AAA 4 FHeID uite eoi eee 11 What CARIS does 4 Log pino Ii te bn 8 _BRITISH COLUMBIA2. b Hliiblity Lists k Reporte Caer Sintus Filter Ai se b Facility lotes Alerts Case Type Case atus My Case Role Sart Date u Aacbriruslr alic Pree Aden Casi Marsga 2005 na 71 Aniridralion Active Cape Manager 2005 06 23 Constare tenaces Pre Ami Cane Marais 2005 08 25 view Deni Access Office Active Cane Manager 2005 06 23 View Mew eternal Clicking on Details opens the description of the Clients demographic and other information f Michael Farrington Cases Details Pelationashapa Address Deck f Client Details Farrington Michael Fanniky Hane Faire ees Chen lame Glick ie evil inal Ase Date of Pafe CAPS ie Piririocd Garner ender Date of Deathc Clicking on the will expand the Extended Demographics window In CARIS the and symbols encased in a small square work as they do in many electronic applications Clicking on the will expand a topic to give you more information and clicking on the will close the topic to give you more space CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods EE Fees Search D AdwSearch Help V1023b Login Time 7 17 2006 2 34 23 PM EE wa Ade Search Lf Harold Potter 1000127 Cases Details Relationships Address Book Close Y CARIS Client Details Potter Harold Waiting Lists gt Beds gt Organization Hotes Status in Canada Refugee Employment Status
3. Not In Labour Force Ethno cultural Background British Education Level Grade 10 Preferred Language English Education Type ini Regular Lang Spoken at Home English EM None Of The amp bove Religious Practice Protestant Household Composition Other Aboriginal Origin Non aboriginal Dental Plan Reservation Status G PEN ses Band Status Ho ie PHH 1234567890 Status Registration Humber Sot SIN Humber Ee Disability So Guardianship Status Relative non parental Identifying Marks Address Book Relationships Address Book Edit Client RELATIONSHIPS This item opens a window which displays the information about any other people involved with the client on a Relationship basis aul Haigh ape Ne BER Search D Adv Search Help Login Time 7 17 2006 2 34 23 PM Chants vi Ade Search Harold Potter 1000127 Cases Details Relationships Address Book Close Y CARIS Relationships Potter Harold Waiting Lists Beds Eligibility Lists Person Type Relation Start Date End Date Nts gt Reports Dursley Dudley Family Cousin 2006 02 26 gt Organization Hotes Dursley Petunia Family Aunt 2006 02 26 Dursley Vernon Family Uncle 2006 02 26 Dean James Social Friend 2006 02 27 Kurst Seamus Social Friend 2006 04 11 E Mouse Mickey_2 Social Friend 2006 06 28 Weasley Ron Social Friend 2006 02 26 Page s 1 New Relation ADDRESS BOOK This menu item takes you to the Clients pertinent addresses telephone
4. 12 00 PM Cnecked n Chant Dea Statue Actiee Wianlist Infor natio lUncie la concerned about g behaviour empeciaihy mean lo nim cousin Case Context Menu Referral lobe SUMMARY Provides basic information about the particular Case and provides the menu in which you can move the client from one case phase to another PARTICIPANTS Clicking on Participants displays a list of all Members who are attached to the particular Case Members are other authorized people who are involved in the Case and who have access to the case files Only CARIS users can be Members Also displayed are Affiliates who are all the other people who you wish to affiliate with the Case These are people who have an interest in some way in the Client and or the Case but who do NOT have access to the case files Login Name CINDER WOODS Harold Potter 1000127 VHRP 1554 Active Cases Details Relationships Address Book Close Summary Participants Case Plan Case History Close Y CARIS Participants List Waiting Lists gt Beds gt Reports Hame Case Access Start Date End Date Self Assign Reason gt Organization Hotes WOODS CINDER Case Manager 2005 12 06 Remove CARIS TEST 1 Administration 2006 06 26 E Case Hotes eg CARIS TRAINING 01 Case Worker 2006 07 05 3 M AMNEM ESCUDERO DOLORES Case M 2006 07 05 E F ase Manager 07 3 emove gt Case Forms Page sy 1 Hame Role Start Date End Date Sage Tenielle L
5. numbers and e mail address s You may add as many addresses as you require If there are many different items you can reduce the ones that display by using the Location Type Filter which will then display only e mails addresses or telephone numbers as selected vk 15 BRITISH COLUMBIA CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods CLOSE GB CARIS 4223b 5S Time 2 47 2008 2234 22 e Adv Search v1 0 23b Login Time 7 17 2006 2 34 23 PM PSDHH Gente Si Search Ade bereit Help Harold Potter 1000127 Cases Details Relationships Address Book Close y CARIS Address Book Potter Harold Waiting Lists Beds Eligibility Lists Type Filter All Types Y Add Address Add Telecom Add Email gt Reports gt Organization Hotes Location Person Use Start Date End Date Hote LO Address 340 Street Lane Victoria BC CA Address 1236 54th street Surrey BC CA J Address Hogwarts Magicland BC X0X0X0 CA s Address 1223 Privet Drive Dorset BC X0X0X0 CA Phone 604 369 8745 El Page s 1 Clicking on Close closes the window and removes the Client AND the Case from the Context bar returning you to your Main Page You can only have one client or client and case open in CARIS at one time If you wish to have more than one client or client and case open at the same time you will need to open a second browser window CASE CONTEXT Ces BRITISH COLUM
6. variations of their names try to search for as many known names as possible if there is any doubt NOTE Once a name is entered into the system it cannot be deleted If a duplication occurs an administrative decision must be made to deal with it Usually the 19 CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods information will be consolidated into one of the files and the other one de populated and left with a note referring you to the complete active file BASIC SEARCH The basic Search function is inclusive in that it will produce a list of all persons whose demographics contain all or part of the criteria entered in the field The field requires as few as two letters to function The more letters you enter the narrower the search will be For example If you typed in fem you would get a list that contained every female in the database not just Feminina or Toffem or if you typed in ab you would get every aboriginal as well as Abbey or Absolem NOTE If there are more than 45 people in the database who match the criteria you will get a prompt that asks you to refine your criteria to reduce the range of possible responses Searches can be performed at any time regardless of who is in Context or what other function you are performing However you will leave the window you were in and end up with the search results You will lose any
7. ARIS through IDIR or BCelD authentication While CARIS is an internet based web application security is protected by making it accessible only by authorized users with the correct name password and domain information Privacy is a different matter Privacy relates to the relationship a client and the clinician have to the clients data Privacy specifically relates to data and the management and access of that data in the course of clinical care by authorized users CARIS provides tightly controlled case based privacy which enables a case manager sometimes called a primary clinician who is directly involved with the client s care to determine who is able to view and contribute to a client s case CARIS handles privacy in a number of ways including the provision of a complete audit trail which enables the review of all accesses activities and interactions on a client s case CARIS ability to share data across program and office boundaries is controlled by the policies for data sharing of each organization i e CYMH MATC YFPS PSDHH Forms in CARIS are not documents that can be e mailed but are centralized and accessed remotely by authorized individuals on an as needed basis All accesses changes and views of the client forms are recorded and auditable While CARIS provides significant controls to manage and protect security and privacy how CARIS is used must always be guided and tempered by professional judgment No applicatio
8. Affiliate 2006 87 17 b Case Holes sj pda 106 E Alte Caen Formes sj Care Plan Checklist 2006 07 65 sj Care Plan Cleecklist 2406 07 45 3 Update Case Affiliate 2006 44 26 Update Case Member 2004 06 26 wil Paga s 1 Clicking Close in the case context menu on the right hand side will close the Case but leave the Client still In Context SEARCHING FOR A CLIENT CONTACT MEMBER OR ORGANIZATION _BRITISH COLUMBIA The database contains the names and demographics of every person in CARIS and any organization that has been entered In regard to demographics you have access to the entire database not just your own clients or organizations However the information that is available to you when you do access a person who may be someone else s client for example will be limited to basic demographic information so that the client s privacy is protected In a typical situation you may have a walk in person and you want to see if they are already in the system You type in their name and it displays as a client You can click on Cases and see if the person is already involved in a case in your organization Other Client Cases and who the particular case manager or member is so you can refer the person to them or consult with them It is important that duplication is avoided so the system is set up so that yu MUST search for a name before you can Create a New Client Because people use aliases and
9. BIA To move to Case context you will need to have a client in context and click on Cases in the client menu If the client has any cases they will be displayed in a list and depending on your authorization you may select a case to view or edit If the client has no cases this screen will allow you to Create a Referral which is the first step in creating or opening a case for this client Some clients may be involved in more than one case either as clients or as members or contacts When performing any functions related to a specific case make sure that the correct Case is also In Context before proceeding When you open a case you will see that a row of functions the Case Context Menu displays under the Case description These elements provide information specific to that case and are only available when you are in Case context CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods Harold Potter soos VHRP 1554 Active Cases Details Pelabiormhigres Achieve Book Chose Summary Participar Came Plan Case History Close Case Summary Cate Dye WHR Eeterral Dates Case Catus Acie Aecept Pejeet Date Cate kt 1554 Addon Daie Case Manager ODS ONL Lat Discharge Date Pete al Source Voir chan Discharge Daer Peter al Mode Phone Case Close Daer Phase Daye un ed intor paar Fegervation tert 2005 12 06 12 04 PM Erst 2006 00 06
10. BRITISH COLUMBIA amp B CARIS PRE TRAINING EXERCISES JULY 20 2006 CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods esch Table of Contents INTRODUCTION GENERAL INFORMATION AND PROCEDURES 3 THECARIS 5 VS NEE 3 WHAT GIRS DOES ee 4 SECURELY AND PRIVACY EE 4 AUTHENTICATION AND AUTHORIZATION DROCESs eene enne nennen nennen nns How TO USE THESE PRE TRAINING EXERCISES eese eene 7 THE PRE TRAINING EXERCISES BASIC PROCEDURES e eee eee eere eene 8 EE t PMCS be TPS tutus ah tu te oa M LE aM EC E Lour Screen DOP OV EE 10 CONI DOT o esa ee ee Ee 10 Nav aO LIOC tcd tectt yen o a EE REP DE E od ME DRE 10 Man TONAN ONAT Oa 10 CATCH and EE 10 EE 11 n0 ERE ROE nee ETRE Te See PEE ee A e Il ACTIVITES OF CQse TU OFI ese ii 12 MIES m SEI ED ne PRET 12 CEA A MEA Ken Adrian d EE 13 Q7 OG m HC 13 EE EE 14 AS O 15 Address DOE ode tas 15 CL OS Cie oeste E O tu E D D AU aaa thie da CE 16 CASE CON EE 16 SU EEN 17 Te EE 17 IAS A II II II A A 18 Case dH STOP ala 16 Bo TRECE Ec 19 SEARCHING FOR A CLIENT CONTACT MEMBER OR ORGANIZATION eene 19 BANCA EE 20 Advanced SCOP ENER 21 PREP aches sauce setae tae ec c has ae as ora e eg 23 SS TEM ERROR dado 23 Rt YET PK A Or E M Pre Gr E A 23 Kleng 24 INDEX EE 25 ET _ BRITISH COLUMBIA Introduction General Information and Procedures CARIS Community and Residential In
11. CASE HISTORY BRITISH COLUMBIA Clicking on Case History will produce a list of all the case activities in which you have been involved during the time frame selected and concerning the activity type selected from the filter When a Client and or Case is In Context then only those activities connected to that Client Case will be displayed When you click on Case History you will be asked to define the search in terms of type and time frame Fi i 10 430 E ARA fi Logia Tene Tri TIAS 3 Ti KO y Jd Pia f Harold Potter 5 VHRP 1554 Active Cases Details Relmbonships Address Dook Close Summary Farticipants Case Plan Case istor Close Activity Type Filter O Search Case History E Digamos Hoten b Caro Holen Alerts b Case Forma CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods CLOSE When you have selected the appropriate filters click on Display Activities and all the activities which are included in the type and time frame will be displayed Again clicking on a will give you more detail about that activity m d Lupin Tire OK CEET H GC A SEN f Harold Potter en VHRP 1554 active Canes Details Felaliimlsipes Adidas Book Clone Summary Participants Case Plan Cane History Close Y CARE Oj Case History Wan ris ieda b Fligibili eis Abiit Filter All artis K B Reports Organization Molen Update Cane
12. S context or Case History in Case context will produce a list of all the activities in which you have been involved during the time frame selected and concerning the activity type selected from the filter If a Client and or Case is In Context then only those activities connected to that Client Case will be displayed If no Client or Case is In Context the activities displayed will only be those of a general or administrative nature and will NOT include Client Case specific activities Harold Potter 5 5 VHRP 1554 Active Canes Details elatbonships Address Book Close Summary Participants Case Plan Case lista CARS Fun Lis le Beda Eligibility Lists Kapama gt Reports Activity Type E Oi Noten Stari Date b Cann Holes End Dale Alerts b Cane Pod rra Time Frame MY CASES BRITISH COLUMBIA Clicking on My Cases on the Main page will display a complete listing of all the Cases in which you the User are involved This is the easiest way to get to the cases of which you are a member v CARIS My Case List gt Bede Cove Status Fer AI v My Case Pole facility Hotes Corbata Services Active Crop Manager PRHAK OO Deaf Access Officn Pre Adet Case Manages Prater ur RR Acre You Transion Referral If you are a member of a large number of cases you can shorten the list by using the Case Stat s filter To see the details of a specific case simply click on V
13. account is strictly prohibited and may result in legal action against such person The CARIS server contacts the MCFD Authentication Services Security Registry which checks and validates the ID and Password If both are correct the Registry confirms that you have access privileges BRITISH COLUMBIA Bet i COLUMBIA CARIS then displays the Role Selection page When you are using CARIS for real you may have more than one role and or location to choose from The only roles that will be available to you are ones for which you have been authorized For these pre training exercises choose only PSDHH Manager and click Select TRAINING 01 CARIS Please select a location and a role to log in to CARIS interface MATC YFPS YFPS PSDHH PSDHH Manager PSDHH General YFPS YFPS YFPS YFPS YFPS YFPS YFPS YFPS YFPS YFPS YFPS E E E eee dE y E dle Page s 1 2 Your Main page will display and you can now use the system NOTE Your screen display may include the browser functions unless you have closed them The browser functions are the lines that regularly occur across the top of your computer screen and include a back button These are easily closed while using CARIS by clicking on F11 and easily opened by pressing F11 again If you close them you will have more room on your screen for CARIS DO NOT USE the browser functions to navigate through CARIS particularly the Back or F
14. client s name being displayed on the left hand side of the Context Bar You are in Client Context when the client s name appears on the left hand side and the right hand side is blank GB CARIS Build0 54 Login Name Anm CYMH Login Time 8 2 2005 11 15 27 AM Marceau Clients m Search Adv Search Help Jason Marceau Cases Details Relationships Address Book Close Client Name y CARIS i Client Details Marceau Jason Waiting Lists Beds gt Internal Referrals gt Case Transfers Family Name Marceau Given Name Jason gt Eligibility Lists Middle Initial ic Preferred Hame Jason Aliases is Gender Male Date of Birth 28 Jul 78 Date of Death Facility Hotes CARIS ID 1000000 Tools and Utilities E Extended Demographics Address Book Reports Relationships Address Book Edit Client When performing ANY functions which involve a specific client make sure that the client is IN CONTEXT before doing so You will note that a row of functions now available to you displays under the Client s name as soon as a Client is In Context CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods DETAILS BRITISH COLUMBIA Clicking on this item opens a window listing all the cases involving the Client who is In Context Michael Farrington Cases Detalle Relationships Address Book Clone CAMS Case List Visireg Licks Beds
15. egal Guardian 2006 06 26 2006 07 17 Remove Weasley Ron Other 2006 07 17 Page s 1 BRITISH COLUMBIA CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods CASE PLAN The Case Plan contains the Goals and Objectives regarding the Client and this Case Note that there can be more than one Goal and more than one Objective for each Goal IE we uu LJ Ui we eee ye ET Ly EM w GB CARIS S weasey Contacts wj Adv Search V1 023b Login Time 7 17 2006 2 34 23 PM weasley Contacts Ya Search Adv Search Help Harold Potter 1000127 VHRP 1554 Active Cases Details Relationships Address Book Close Summary Participants Case Plan Case History Close Y CARIS Goals and Objectives Waiting Lists Beds Eligibility Lists GOAL B Relationship ith Family In Progress Reports Goal Details Create Objective Organization Hotes Priority 1 Status Active Case Hotes Critical Date 2005 12 06 Start Date 2005 12 06 End Date Alerts Hote Needs to develop better relations with Aunt Uncle and Cousin gt Case Forms GOAL A Relationship With Self In Progress Goal Details Delete Create Objective Priority 1 Status Active Critical Date 2005 12 06 Start Date 2005 12 06 End Date Hote Needs to address suicidal feelings and ideation OBJECTIVE Self esteem In Progress Delete Create Action GOAL F Health And Self Care In Progress Page s 1 Create Goal
16. formation System is a case management application developed for the Provincial Services Division of the Ministry of Children and Family Development British Columbia Canada The development of this new information management tool enables the accurate and appropriate tracking of clients services and outcomes and helps to ensure accountability CARIS provides a new information management tool for Child and Youth Mental Health Services CYMH the Maples MATC Youth Forensic Psychiatric Services YFPS and Provincial Services for the Deaf and Hard of Hearing PSDHH CARIS was the result of a desire on the part of the Ministry to enhance service delivery by providing open and transparent relationships improving accountability and facilitating case planning The following goals underlie the development of the CARIS system e Enable communities to develop and deliver services within a consolidated coherent community based service delivery system e Provide a consistent means for community service providers including ministry clinicians and workers to develop document and communicate client contact and service delivery e Provide a consistent means for community service providers including ministry clinicians and workers to develop document and communicate case plans for shared clients e Support common goals and outcomes facilitating business process analyses to effect improvements in treatment and care e Enhance integrated case
17. iew The Case Summary will display with various options available See Case Context beginning on p 16 CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods 8B CARIS e Login Name CINDER WOODS Y V1029b Login Time 7 17 2006 2 34 23 PM S pauqsCG UOA 6oApA Y Search D Adv Search Help Harold Potter 1000127 VHRP 1554 Active Cases Details Relationships Address Book Close Summary Participants Case Plan Case History Close v CARIS Case Summary Waiting Lists gt Beds Eligibility Lists Case Type WHRP Referral Date Dec 06 2005 Case Status Active Accept Reject Date Dec 06 2005 Reports SR Case Id 1554 Admission Date Dec 06 2005 gt Organization Notes Case Manager WOODS CINDER Est Discharge Date Case Hotes Referral Source Guardian Discharge Date gt Alerts Referral Mode Phone Case Close Date Case Forms Plane Daye mee Bed Information Reservation Start 2005 12 06 12 04 PM End 2006 03 06 12 00 PM Checked In Client Bed Status Active Waitlist Information Uncle is concerned aboutHarry s behaviour especially mean to his cousin Referral Hote ES Ey CLIENT CONTEXT CASES DRITISH COLUMBIA As explained earlier the term in Context is used in CARIS to refer to the Client or Client and Case whose name appears in the Context Bar Changes can only be made to a Client s file when the Client is in Context This is indicated by the
18. inputted data from the previous window that has not been saved or entered mE Search Criteria Field N a Welcome Ann CYMH Drop Down List fine Fior L i M n s aaa v CARES Visiting Liria b Beda komreasnal Khatei aa b Case Tranetera Flibiliry Liste E Reporte b Facility Bobo b Tools arul Utilitics O Announcements To conduct a search 1 Entera name or part of a name in the Search Criteria field 2 From the drop down list select Client Contact Member or Organization 3 Click on the Search button A list of all persons in the database whose name s or demographics match the search criteria and who fit the drop down Search category will display TT 20 BRITISH COLUMBIA CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods CAPS Client Search Results Venting Lists Beds gt Fgemad Referrals CAMS Cert arth E SEN E 1000000 Marceau Jason 1978 07 28 vew Eligibamy Lists 1000027 Marceau Je 1985 05 22 view Reports b Fachty Notes Page s 1 Tools and Utilities NOTE When you search for and find a person as a Client you can click on View to view the Client Details The person is now in Client Context and you can edit or add to the client s basic and extended demographic information But when you search for and find the same person as a Contact and then view the details only a brief s
19. n can protect completely against lapses in judgment or practice AUTHENTICATION AND AUTHORIZATION PROCESS ET _ BRITISH COLUMBIA As part of the privacy controls access to CARIS is limited to persons who have a valid BCelD or IDIR account and have been provided with specific roles within CARIS The authorization for access and the role descriptions are provided to CARIS by MCFD The User must also have a valid password specifically for CARIS access The process is shown in the diagram on the following page MCFD AUTHENTICATION SERVICES SECURITY REGISTRY CARIS WEB SERVER G rm me Multiple Roles Selection Screen Welcome Screen CARIS Authorization and Authentication Process CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods HOW TO USE THESE PRE TRAINING EXERCISES ET _ BRITISH COLUMBIA The purpose of the Pre Training Exercises is to shorten the amount of time that will be required for you to spend in off site computer based training CARIS has been designed to be a very user friendly system and we have made every effort to have it follow the flow of established patterns of clinical activity However there are certain to be a number of clinical questions and issues as you move to a more computer based clinical filing system At the back of these Pre Training Exercises is a blank page titled Notes so that you can record your questions as they ari
20. n more detail below When you first log on no names will be displayed here NAVIGATION TREE This expandable list of functions that can be performed using CARIS is located on the left hand side of the screen These functions change based on the user and the context i e case context client context CARIS context More on context below MAIN INFORMA TION AHEA This is where all the information tables windows and data display SEARCH AND ADVANCED SEARCH These functions provide you with the capability of finding persons or organizations already in the database d 10 BRITISH COLUMBIA CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods HELP MAIN BRITISH COLUMBIA The Help file will take you to an online PDF version of the CARIS User Manual Clicking on this item will bring you back to your main or home page The Main page is your personal desktop the screen that you see when you first log in CONTEXT Context is an important concept to understand while using CARIS Context defines where in the system you are what functions are available for you to use and whether you are able to add view information to a case a client or provide notifications system wide System functions become available or not depending on what context you are in There are three contexts a CARIS b Client c Case In metaphorical terms its like this CARIS context is the filing cabinet client context is
21. nual SYSTEM ERROR Occasionally you may receive a System Error prompt usually when you first log into the system If this occurs click on the Refresh button on your browser toolbar This will usually work If it doesn t then log off the system and log on again If this still doesn t solve the problem then you may have to shut your computer down and restart This typically is a local terminal problem rather than a CARIS problem THANKS Thank you for taking the time to complete these Pre Training Exercises We have left an extra page for notes so that you can write down any questions that have occurred to you during the exercises Please take the questions with you to your classroom training session so that they may be addressed at that time vr 23 Bains COLUMBIA CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods NOTES BRITISH COLUMBIA CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods INDEX Activities eene eere tene 12 18 A A 11 Address Book 15 Main Information Area 10 Advanced Search 21 Member 19 20 23 Basic Search casses cia 20 My E 12 ee 3 Navigation Tree 10 Case EE 16 Participa uic isa 17 Case Plats cod ont es 18 Relationships 15 CASES pp T 13 screen Display inci alias 10 Client Context
22. orward buttons They will not work properly since they are browser functions not CARIS functions Always use the navigation aids and functions displayed on the CARIS display to navigate the system Instead of the Back Button on your browser clicking Cancel on your open window will take you back to the previous window and cancel any data input or operation you were performing in the open window YOUR SCREEN DISPLAY When you have logged on to CARIS you will see your personal desktop which will show your User Name You will only be able to access your own cases information and activities The system does this automatically for security and privacy reasons You will be able to search the entire database for persons but will only be able to view and edit their Client Details unless you are a member of their case pamens A clans E Ade Search was j TL LON Mara MIC Lage Thee T 11 15 77 AM y capt Welcome Anp CYMH Pa Announcements User Name gt dnternal Referrals Case Transfers tee Fiter Last i Month Lea gt Eligibility Lists b Reporte Date Subject Mripostance Detail Facility Hotes 2005 07 14 Message of fio portaron low Tidgest of rwekargerg Toots and Utilities Context Bar Navigation Tree Main Information Area CONTEXT BAR The Context Bar is the area where the Client Name and if he she has a case the Case Description will display This is important and is described i
23. planning and support community and family capacity to care for children e Provide a community based service delivery system that promotes innovation and shared responsibility e Enhance a community based approach to service delivery CARIS is distributed as a real time on line application and its underlying data model is built on the Public Health Conceptual Data Model from the Centers for Disease Control in Atlanta Georgia and HL7 standards THE CARIS SYSTEM vr BRITISH COLUMBIA CARIS is a Clinically useful and comprehensive case management system enabling clinical teams to work collaboratively on a client s case and to maintain a longitudinal case history of all activities of client service This practice creates efficiencies in service enables decision support and provides an auditable record of all activities associated with a client It assists in providing the right information to the right person at the right time to make the right decision CARIS provides on line assessments bed management observations activities tracking alerts waitlists and more and as such is a Clinically useful tool WHAT CARIS DOES CARIS is an on line secure daily management tool for clinical teams and administrators to assist them in managing their numerous case files The following list identifies some of the capabilities and functions of CARIS Create new cases Add members to cases Add affiliates to cases Bed management functions o C
24. reate units and beds o Name units and beds o Reserve beds Track activities concerning a case Perform a variety of assessments Track outcomes Create notes Access a detailed client record and summary Generate reports that help identify trends and issues Generate case reports Make and accept referrals Transfer cases in and out Maintain eligibility and wait lists SECURITY AND PRIVACY vr BRITISH COLUMBIA Security and Privacy are essential in the proper care of client information Security and privacy are different though complementary elements and need to be differentiated Security is a matter of doing many small things properly including developing and following policies regulations and procedures and appropriately handling paper and passwords Security also involves securing the hardware network the database and the transactions online Security for CARIS is the responsibility of the Province of British Columbia and is handled by standard government security protocols at CITS Common Information Technology Services the hosts for the CARIS application Security is also the responsibility of the users All users of the system are responsible for maintaining the confidentiality of their ID and password and for preventing unauthorized access by locking down their workstations when they leave them unattended The CARIS application resides within the SpanBC network behind the government firewall Users will access C
25. remy ee Caron Name P Tools ami tes Woche Ini Freterred Name Sa a D fcit Tech search fl age Search Help Pr V 1 e AN Buil ba Legis Han D Ce Lupin Tira BAL 4 09 44 FA le RS Activities My Cases Case Transfers Ihe s h r tunn d o r sume Fligihiliry Lista Vo cani try acdianeced starch or create mes client F Reporte Faeiliry Hee Page s i P Tools and Utilities Aubretroed Semch Credle Ciani CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods Unless there was an entry somewhere in the database that said Michae in which case that entry would display as a result If you had selected female from the gender drop down list then ONLY the female Michael would display on the Results list Bigat Login Mera Ange 20 Login Time 3 12 7004 2 38 51 PM chia zb search M Ade Search Mee v CAPES O Client Search Results abra Liste Beda b Eligibiiy Lista CARI Ib Client Hame Birth Date P Reports ER eun michari 1587 06 15 ewe b Fac rv lees basta 1 Given Hare michel Fami Mamer Jan Pretermad Mam s rechael Gender female Aliases Age 18 sut MEET NOTE You cannot perform an advanced search for a Member An advanced search for a member is unnecessary because a basic search will always produce the required member HELP The Help file will take you to an online PDF version of the CARIS User Ma
26. se during your completion of the exercises We are confident that if you take the time to complete these exercises the over all classroom time can be shortened and more of the classroom training time can be spent on clinical questions which we think will be more valuable to you and less on the technical aspects of using CARIS Very experienced computer users have told us that it takes them about one half hour to complete the Pre Training Exercises You should set aside enough time to complete the exercises without interruption so if you are less experienced you should allow yourself more time Each section contains descriptive text usually a screenshot of what you may expect to see when you perform an action and action commands to perform the operation The commands are in the form of dotted or numbered text e g o Click on OK o Fil in the text box o Click on Close Note that the screenshots shown may differ slightly from the ones you actually see due to the sample names agencies or descriptions we have used for demonstration purposes System updates may also require modifying the screen display Warning dialogue boxes will appear to ask you whether you really want to perform an action or if you are performing an incorrect action If you get a browser error notice Page cannot be Displayed click the refresh icon two little arrows chasing each other in a circle near the top of your computer screen to clear i
27. t and return to the Main page The exercises themselves begin on the following page You may find it helpful to glance through tem before you begin or you may prefer to just start in In either case make sure you will have the uninterrupted time you need relax and enjoy The Pre Training Exercises Basic Procedures LOGGING IN Enter the CARIS training site at https leader mcf gov bc ca caris Note You can also copy above link using the Select Tool and paste it into a web browser address bar A User ID Password request will display Click on the correct description of your employment circumstance IDIR for government employees or BCelD and you will see a new screen prompting you to Logon Enter one of the predefined username and password combinations from the list below and click Next Username Password Gang ACCESS BULLETIN cartrnol Nightsky01 cartrn02 NightSky0z Please note that the Username GaELERnUS Nightoky 3 cartrn17 is currently not Carera E available for use cartrn05 Nightsky0s cartrn06 Nightsky06 CARIS Change Group cartrn07 NightSsSky07 April 4 2007 cartrn08 NightSky08 cartrn09 NrghtSky09 cartrnlo Nightskyl0 leader mef gov be ca requires you to logon Contact Us Internal Government User IDIR Username cartrn01 Password eesessese Access to or unauthorized use of data on this computer system by any person other than the authorized employee s or owner s of an
28. the client s set of file folders with his name and address on the tabs and case context is the individual client case file folder open and able to be read or added to with the details of the worker client interactions CARIS context is simply logging in and having access to reports and notifications prior to selecting a single client record for use Administrators for instance may spend most of their time in CARIS context producing reports Client context orients the system function around a client and enables the user to have access to the client s demographic information and list of cases This is a higher level view of the client shared among all CARIS users and provides no clinical details Case context orients the system to provide functions for management of the individual case A client may have more than one case but case context provides user functions for one case at a time The current context can be seen at anytime by viewing the context bar The Client in Context will be to the left and the Case in Context will be shown to the right If neither one appear you are in CARIS context spa Mara CHOSA uii Lagin Ta Fri Seta 54 30 Pii Le Harold Potter EIFE A VHRP 1554 Active Cases Details Detatzastogn Address Book Chose Summary Participants Case Plan Case History Class O Case Summary Formatted Bullets and Numbering ACTIVITIES OR CASE HISTORY Clicking on Activities in CARI
29. ummary of contact information such as name date of birth and address is presented and the person is not in Client Context ADVANCED SEARCH The Advanced Search is an exclusive search engine This means that the results of the search will only contain exactly what you typed in any of the fields in the Search window Consequently the more fields that are filled in the more exclusive the resulting search will be The Advanced Search has the same general fields as the demographics form and enables highly specific searches CARES Advanced Search Client ESI Type in a name gt internal beier als Clients Canta Organizan b Case Transfers 3 Basit Pemegraphica Fligibility Linia gt Reporte Facility ioten gt Tools and Utilities To perform an advanced search 1 Type in as much data as you require in as many fields as you wish 2 Click on Search All the clients whose demographic data includes Michael will display S 21 BRITISH COLUMBIA CARIS Pre Training Exercises Version 1 Draft 2 July 20 2006 Created by Cinder Woods ISH MBIA NOTE The names and data are not case sensitive so you don t have to use capital first initials 1000053 Famegion Michael AT Main Actbeiien My Cane v cams J Advanced Search Client Willie Lists b Beds b interna Referrals Case Transters e Chente Contacta Organizatii EBgibiliry Lists Sume CARIS Dr gt Facility Motera F
Download Pdf Manuals
Related Search