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Assessment product user manual

1. Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 78 ANASAZI p S0 f TMWARE ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 59 Client Attachments Dialog m Client Information Tat SC SotName FT a SJ Kolar 2 Refresh r Tags Tag Date Type Title Source Related Asmt TP Asmt TP Date Status 4 H Primary Filters Status C Attached C Unattached Voided All 4 Filters Q Find r Secondary Filters Assessment Treatment Type ur Applied Filters Document Type al Document Dates from fi al thru um al Ll Apply X Clear x Details Diary of Access m Tag Details Tag Document Date Status Un Attached Dow enTwe e y Document Title Document Source Related Assessment Treatment Plan No Treatment Plan Selected n N x r Attachment Comments Comments E The Secondary Filters container is displayed or hidden via the Filters button The Tags list can be filtered by Assessment Treatment Type which is selected from the Assessment Treatment Plan Types Lookup The Tags list can be filtered by Document Type which is selected from the Document Types Lookup The Tags Llst can be filtered by date via the Document Dates from and thru fields The Apply button applies the
2. The Tag is show only and displays the Tag number to which the document will be attached The Client is show only and displays the Client and the Client s ID that the Tag and document is for The Document Type is show only and displays the Tag s Document Type and Document Type ID The Document Title is show only and displays the title of the document s Tag The Path is required and is the path and file name of the document to import Once a directory has been entered into the field the magnifying glass icon can be used to display the files in the specified path The Import Document button initiates the import process After the document has been imported its image appears in this Dialog The Attach Document displays the Access Password Dialog After the Staff has entered his her password the imported document is attached to the Tag noted in the Document Information container Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 70163 Page 84 ANASAZI P SOFTWARES ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 65 Export Document Dialog Export Document Document Information Teat I 1 Client cueNr ONE i001 Document Type Lab Results 45 Document Title Sample Lab Results Path Gy Export Document xjE The Tag is show only and displays the Tag number
3. lB CLIENT TEN 1010 CLIENT TWO 1002 CLIENT ZERO 1000 Ej x et anten ntn The Preview button is accessible when an appointment is selected and launches the Client Chart for the selected Client This allows Staff to review information about the Client before the Client presents for the appointment in order to determine if the Client has a Treatment Plan and or to review recent Progress Notes etc The right click shortcut menu can also be used to select Preview for the selected appointment For Individual and Multi Service appointments the Preview button is not accessible for Group Services e f the Client has a Treatment Plan but no Interventions the Treatment Plan Tab Page is displayed e If the Client has a Treatment Plan but no Intervention that matches the scheduled service the Treatment Plan Tab displays with the focus on the first Intervention e If the Client has a Treatment Plan and an Intervention that matches the scheduled service the Treatment Plan Tab Page displays with the focus on the target Intervention The Progress Note button is accessible when an appointment is selected See the Treatment Plan Product User Manual for information on Progress Noting functionality Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 67 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUA
4. Esse x Est The Time Format to Print on Forms field is required can be set to M 24 hour format or S 12 hour format and indicates the manner in which the time prints on forms If the Print Medicaid on Forme field is active the Staff s Medicare Number prints on forms f the Print Printed On Date on Forms Header field is active the phrase Printed on Date at Time appears in the left side of the header on printed forms forms include any Client specific form printed from the Client Chart i e Progress Notes ISLs ITPs TPs and Assessments If this field is inactive the date and time do not print Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 29 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL Assessment System Parameters Maintenance Cont d Figure 9 Assessment System Parameters Maintenance ASO11EA A Assessment System Parameters Maintenance Administrative Access i ICE xi Maximum Tab Pages z Do not allow a new ITP unless this number of days has passed since the last ITP expired 4 Other Generic Med ID al Enable Attachments Default Date of New Assessments to Today Warn if Diagnosis Review is added out of order For Treatment Plans with Active Objectives without assigned Interventions fi Ignore For Treatment Plans
5. A Client Chart Administrative Access ld bere BE Su Client Progress Indicators displays the Client Progress Indicators Dialog for the current Client shown later in this section e Client Prospective Strengths and Problems displays the Prospective Strength and Problem Dialog shown later in this section Pre Intake displays the Client Pre Intake Dialog e HIPAA Privacy launches the HIPAA Privacy Dialog which displays HIPAA PHI Practices Authorizations Disclosures and Disclosure Revocations e Client Attachments this icon is visible if the Enable Attachments field is active in Assessment System Parameters Maintenance and is available as follows ru If the Client field is populated and the selected Client has one or more non Voided Non Deleted Tag records to which the Staff has appropriate Category of Treatment COT Access this icon appears green r8 If an Assessment TP ITP is loaded that has a non Voided non Deleted Tag record with a matching Assessment TP ITP record this icon appears red and indicates that the Assessment TP ITP has an associated Attachment Note COT Access to the Assessment TP ITP overrides the Document Type COT Access associated with the Attachment record U Otherwise this icon appears black e Client Assignments launches the Client Data Product Client Assignments Maintenance View see the Client Data Assignments Manual for information on this view e Cl
6. Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 81 ANASAZI p ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 62 Client Attachments Dialog Details Tab Page r Client Information TgS SotNmefl Al Koea 2 Retesh r Tags Tag Date Type Title Souce Relted sm TP Asmt TP Date Status r Primary Filters r Status C Attached C Unattached C Voided All W Filters Q Fra Details Diary of Access r Tag Details Tag Document Date 23 Status Un Attached Documenttype Sl Document Title Document Source Related Assessment Treatment Plan No Treatment Plan Selected Av N SK r Attachment Comments Comments Void Comments Scan Document ig Import Export Document 2X Void Document F View Document X Delete dai Print The Scan Document button displays the Scan Document Dialog shown on the next page The Import Export Document button displays the Import Document Dialog or the Export Document Dialog shown later in this section The Void Document button displays the Voiding Tag Record Dialog shown later in this section The View Document button displays the selected document in the Viewing Document Dialog shown later in this section Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated
7. Treatment Plans or All radio buttons Only Pending only Final Approved or both Pending and Final Approved Assessments and or Treatment Plans can be displayed by clicking the Pending Final Approved or All radio button Assessments and or Treatment Plans that have been voided can be displayed by clicking the Voided field so that it is active Prior Revisions of Assessments and or Treatment Plans can be displayed by clicking the Prior Revisions field so that it is active Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 59 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Client Chart Cont d Figure 40 Client Chart Lookup Type te Revision Date EndDate Status 4 C Pending FinalApproved All Voided Prior Revisions Print Add Preview Void Show Find OK C Assessments C Treatment Plans All Revise Review Modify Dates Category of Treatment al Preference Signed by al Clear Treatment Plans can be revised reviewed have their dates modified added previewed deleted or shown from the Client Chart Dialog Information on how to perform each task is included later in this manual The list that displays in the Client Chart Dialog can be constrained by Type Category of Treatment or the Staff who signed the Treatment Plan The Type is selected f
8. ANASAZI SOFTWARE Assessment Product User Manual Confidential and Proprietary to Anasazi Software Inc Copyright 2001 2010 Promotion Level PW 0163 Anasazi Software Inc ANASAZI P SOFTWARE ASSESSMENT PRODUCT USER MANUAL Copyright 2001 2010 Anasazi Software Incorporated All rights reserved This manual as well as the software it pertains to are furnished under license and may be used or copied only in accordance with the terms of such license All information contained herein is Confidential and Proprietary to Anasazi Software Inc The content of this manual is furnished for informational use only and is subject to change without notice Companies names and other data used as examples throughout the manual are fictitious unless otherwise noted Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Table of Contents USER MANUAL TABLE OF CONTENTS Table of Contents cl eel gl ee Reate wm ELS i The Flying TOU ox Dunerii RR RI Iure ERE hee Pee ee eke Pee yaks irre dais 1 SI EDT 1 Anasazi Central Setup Views llis 1 Treatment Plan Product Setup Views sssesseseeeeee es 2 Assessment Product Setup Views 00 ccc cc ee eens 3 BIETER PTT 3 Client Chart niye aeii ree exa eR pud id eda ERI RU ebd Re DI Ede eed 5 Clinician s Homepage ssssssssesse eR mms 5 Meer DC TTT 5
9. Document Title Document Source The Tag can be a maximum of 90 characters in length and is the Tag number that is associated with the attached document Either a Tag or Client must be entered The Client is required is selected from the Clients Lookup and is the Client for whom the document is associated Either a Tag or Client must be entered If a Global Client is specified that Client s information is populated in the Client Information container The Clear button clears the fields in the Client Information Container The Refresh button refreshes the information in the Client Information container The Tags container displays a list of the Client s Tag records to which the Staff has COT Access including the Tag Date Type Title Source Related Asmt TP Asmt TP Date and Status The Status column displays as blank when there is no attachment associated with the Tag a blue box when the Tag has a document attached and as a box with a blue dash in it when the Tag record is Void The Primary Filters container allows for filtering the list to display Tags that are Attached Unattached Voided or All The Filters button displays a Secondary Filters container shown on the next page The Find button displays a Search Dialog that allows for searching the list by the Tag
10. Seice d Double clicking a Client branch launches the Client Chart View with that Client selected and his her Home Folder displayed An exception to this is if the Client Chart View is already launched and another Client is selected and not in Home Folder mode i e the Staff Member is in the middle of working on a record for another Client In this case a message appears indicating that the selected Client will not be displayed Expanding a Client branch displays child Notification branches See Notifications in The Flying Tour for information on Notifications Clicking an item on the Notification branch will launch the item Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 65 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Clinician s Homepage Cont d Figure 46 Clinician s Homepage Clinician s Homepage Administrative Access EB Assignment E Treatment P ction Sched a Break Glass zi Launch xls HomePage for SERVER FOUR QMHP Of 4 Include Extended Caseload CLIENT EIGHT 1008 CLIENT ELEVEN 1011 CLIENT FIVE 1005 CLIENT FOUR 1004 T CLIENT SEVEN 1007 CLIENT SIX 1006 CLIENT TEN 1010 al CLIENT TwO 1002 CLIENT ZERO 1000 Appointments E Preview c Progress Note 04 30 PM
11. ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Figure 26 Prospective Strength and Problem Dialog Prospective Strength and Problem Strenath Prospective Strength Assessment Date 4 Problem add X delete X Exit Prospective Strengths and Problems for the active Client are defined in the Prospective Strength and Problem Dialog This Dialog respects Categories of Treatment COT access Staff can only view Prospective Strengths Problems that are triggered from the Assessments that are associated with their COT s The Add button in the Strength container launches the Strength Dialog shown on the next page The Delete button in the Strength container deletes the highlighted Strength The Add button in the Problem container launches the Problem Dialog shown later in this section The Delete button in the Problem container deletes the highlighted Problem Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 46 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Cont d Figure 27 Strength Dialog Prospective Strength and Problem E x Esse _xjCancel Problem add 2X Delete X Exit The Strength is required and is selected from the Strength Lookup shown on the next page Once a
12. Ignore v For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date l Ignore v Unplanned Services v Must be tied to at least one Objective Days Notify of PGO Target Dates in the next Do Not Allow Progress Noting of Interventions with Inactive Service Codes Warn if Intervention is not Authorized 0 Do Not Warn n Entry of Progress Notes without Final amp pproved ITP TP a Allow with No Warning Perform Required Validation on Assessment Save Print Options Time Format to Print on Forms lt UndefnedD Print Medicaid on Forms Print Staff ID on Progress Notes Print Printed On Date on Forms Header Print Client s Date of Birth on Progress Notes Print Final Approved On Date on Assessment TP ITP Header Print Signature Line Time on Progress Notes Print services for Multi Service Progress Notes in report style format Print Service Stop Time on Progress Notes f the Do Not Allow Progress Noting of Interventions with Inactive Service Codes field is active Progress Notes cannot be entered for Interventions that contain any Inactive Service Codes The Warn if Intervention is not Authorized field can be set to 0 Do Not Warn 1 Progress Notes Only 2 Interventions TP s Only or 3 Progress Notes and Interventions TP s If 1 2 or 3 is selected Staff are warned if an appropriate Authorizat
13. Revit Active Wwlz1 WIZ08 WIZ06 WIZMGTO1 WwIZ11 WwIZ13 RDMDIAG wizZ18 WIZ28A WIZ28B The Select Page to Add Dialog appears when the Add Page icon is clicked from the Tool Bar which is available when working with an Assessment or Treatment Plan To select a Page to add click to highlight the Page and then click the OK button Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 40 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Preferences Figure 21 Preferences Dialog Preferences Face Sheet m Category of Treatment qj Cancel The Preferences Dialog appears when the Set Preferences icon is clicked from the Tool Bar The Face Sheet is selected from the Select Face Sheet Lookup If a Face Sheet is selected here an additional Tab Page appears in the Clinician s Home Folder that displays the selected Face Sheet The Category of Treatment is selected from the Categories of Treatment Lookup and filters the information displayed on the Assessment Types Lookup based on the Category of Treatment selected Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 41 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Select Requested Assessment Figure 22 Select Requested Assessment Dialog Select Requested Assessment Pending Requested
14. appended without regard to whether or not they are Foreign Clients Client Guest Access Foreign Clients who are still on the Server s Caseload subject to latency for which the selected Staff has active Client Guest Access These will display with guest access appended to the end Criteria e Client Guest Access has been granted to the selected Staff via Client Guest Access Maintenance e Client Guest Access has not been Voided for the Selected Staff Client Guest Access for the selected Staff is greater than or equal to the Client Guest Access Begin Date as established in Client Guest Access Maintenance e The current date is less than or equal to the Client Guest Access Expiration Date as established in Client Guest Access Maintenance the Guest Access Latency Days value specified in Security Parameters Setup Treatment Sessions and Assignments The Client Chart and Clinician s Homepage contain buttons to allow for adding Client Treatment Sessions and Assignments Adding Treatment Sessions and Assignments has special considerations related to privacy and security in that Staff Members commonly cannot access Clients that are not on their Caseload and as such cannot put Clients on their Caseload Note editing Assignments and Treatment Sessions has no special considerations this activity is controlled by the common privacy security controls To accommodate this Menu Groups allow for designating that Staff May add Tr
15. ASSESSMENT PRODUCT Views USER MANUAL Help Text Figure 71 Help Text A Client Chart Administrative Access EE penar Mei m Tt5 89 c Client CLIENT TWO 7 Form Type Training Assessment EE Case Number 1002 Date fi 0 20 2008 Training Assessment Training Assessment Emergency Services Diary of Changes For Use in the TRAINING ENVIRONMENT ONLY TRAINING ASSESSMENT FORM Radio Button Responses Display Only Required and Controlled Questions Client s Age 43 Mood Abnormality 1 Extremely abnormal mood 2 Markedly abnormal mood 4 Slightly abnormal mood Help Mood Abnormality 3 Moderately abnormal mood C 5 No impairment normal mood C Don t know LAST 3 MONTHS How abnormal is the client s mood as evidenced by such symptoms as constricted mood extreme mood swings depression rage mania etc NOTE Abnormality in this area may include any of the following range of moods level of mood and or appropriateness of Housing Instabilit Treatment Non Compliance Suicidal Thoughts Help text can be created and displayed behind all text lines and behind all question labels To see Help Text click on a label If Help Text has been created it displays in a Help Dialog If there is no Help Text a Help Dialog appears indicating No help available at this time Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Pa
16. Pages If a Face Sheet has been selected in the Preferences Dialog that will display as a Tab Page as well Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 34 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Client Chart Cont d Figure 14 Tool Bar A Client Chart Administrative Access E 8 meBE tcv dmTmt e6 0vc Tool Bar icons become available or are shadowed depending on whether a Client is selected and which View or Dialog is currently displayed From left to right the Tool Bar icons are e Save saves the current Assessment or Treatment Plan Final Approve Assessment or Treatment Plan Final Approves the Assessment or Treatment Plan Close Assessment or Treatment Plan closes the current Assessment or Treatment Plan e Signature Pad this icon is only visible if the Agency is licensed for AS version 3 the Enable Signature Pads field is active in Assessment System Parameters Maintenance and the Page that has the focus has been signed by the Client Clicking this button initiates the capture of an electronic Client Signature e Perform Required Validation checks all required fields to ensure that they have been completed prior to saving an Assessment If required entries are found a Required Entries Found Message Box displays shown on the next page indicating the name of the Assessment and which fields are not pop
17. Treatment Teams iux avon Rer Re dh ed dee ee Be EEG S EREd RS 8 Clients Lookup Dialog 0 32200 oe dae ia a exe a a de ee ede eed EIER LA 8 Break the Glass lt 4 xe epe Deuce b Ue e Re Ug ek Pe EE Eu ER A RARE US 9 SECUN CMT TTmMM 9 Treatment Sessions and Assignments 0 00 e cee eee tee ee 10 Client Assignments Maintenance sssslseeeel e 11 Client Treatment Sessions Maintenance 0 cece sees 12 PrecIntakes wise nares tee tee Phe eee bas eee She tea ed eels 12 Assessment Signatures 000 cette eee eee 13 Client Signatures seba idee aad E R9 Ry nate Wee Ree eee RE Ea ede Gah es 13 Client Signature Pad Functionality 2 00 00 cece ee 13 Document Management s i vessaa aaa ce eee 14 Client Attachments Dialog isses Rn 14 Scanning Documents o icac2 ecu aden ed IER exque br XR YO ed eee RR va edu 14 Importing Documents xxi eR E eR Pela de ak eee eae ES ee ewes 15 Exporting Documents oe eee eoe beaded debe ks Pd xor LA eae eee eed Back d 16 Routing Attachments 0 0 c ee hm 16 Privacy Security exu eee PER erre PE hehe ena ee PRG ERE Y Que 2d 17 Access to Document Management Functionality llle 17 Help TOXU pe Tm 18 Diary of Changes 0 0 c cc hr hs 18 Assessments and Billing 0 000 III 19 Diagnosis ReVIGWS erga Inisan Eb CER MEE PUER ae ERE PUR E b bee ded 19 Client Chart MET c 20 Client Profi
18. 0163 Page 15 9 9 9 9 9 9 9 9 9 99 9 99 ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL JP2 JPEG 2000 Format JPEG JPG JPE Joint Photographic Expert Group KOA KOALA Format LBM Interchange File Format Interleaved Bitmap MNG Multiple image Network Graphics PBM Portable Bitmap File PBM RAW Portable Bitmap BINARY PCD Kodak Photo CD File PCX PC Paintbrush Format PDF Portable Document Format PDF A Document Format for Long Term Preservation PDF Multipage Portable Document Format PGM Portable Graymap File PGM RAW Portable Graymap BINARY PSD Photoshop File PNG Portable Network Graphics Format PNM Portable Any Map PPM Portable Pixmap File PPM RAW Portable Pixmap BINARY RAS Sun Raster Format RAW Memory Bits RAW Bitmap RLE Standard Windows Bitmap Format SGI Silicon Graphics Image Format TGA TARGA Image Format TIFF Tagged Image Format TIFF Multipage Multipage Tagged Image Format WBMP Wireless Bitmap WMF Standard Windows Metaformat XBM X Bitmap Format XPM X Pixmap Format 9 9 9 9 9 9 9 9 9 99 9 HH 9 9 FH HH HH HH 9 HF 99 9 Exporting Documents Documents that have been scanned or imported can also be exported The file name is created by the system as follows Tag Client ID week exported year exported Scanned documents that are exported are created as PDF files imported documents are created in t
19. 05 30 PM 1001 CLIENT ONE 30 Individual Counseling The Appointments container displays a list of scheduled appointments for the Staff which can be selected in order to preview Treatment Plan information or enter Progress Notes for the appointment This information is displayed only for Customers who have purchased the Scheduler Product Note scheduled Services for future dates cannot be selected When an Appointment is selected to be Progress Noted the system checks for any Resolved Services for the Scheduled Event If there are any Resolved Services the Appointment is considered to be partially Resolved and cannot be Progress Noted from the Clinician s Homepage The Import option in the Progress Note must be used instead see the Treatment Plan Product User Manual for information on importing Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 66 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Clinician s Homepage Cont d Figure 47 Clinician s Homepage Clinician s Homepage Administrative Access EB Assignment E Treatment PA Action Sched a Break Glass zi Launch xls HomePage for SERVER FOUR QMHP OF 4 Include Extended Caseload x CLIENT EIGHT 1008 CLIENT ELEVEN 1011 CLIENT FIVE 1005 CLIENT FOUR 1004 i IB CLIENT ONE 1001 CLIENT SEVEN 1007
20. 15 1945 876 77 6654 100 1010 4 FIVE 1005F B 02 04 1965 435 980 9948 100 1010 4 FOUR 1004M Ww 09 12 1950 45690 1254 100 1010 4 ONE 1001M B 12 05 1986 465 58 9652 100 1010 4 SEVEN 1007M B 05 30 1963 453302083 100 1010 4 TEN 1010F W 01 16 1964 9387 87 7980 100 1010 4 e Active C Inactive All Filters Alias Add Edit Show Find OK Cancel First Name Match Ethnicity al Primary Unit al Primary SubUnit al rra G Al CAL OR Emm em From Age o Thru Age o Refresh Clear The First Name Match field can be a maximum of 166 characters in length and is used to enter a first name on which to filter the Client list The Ethnicity is selected from the Ethnicities Lookup The Primary Unit is selected from the Units Lookup The Primary SubUnit field becomes available once a Unit has been selected and is selected from the SubUnits Lookup The SAI Single Accountable Individual or Primary Server is selected from the Staff Lookup The From Age can be 1 to 2 digits in length and is used with the Thru Age field to filter the list based upon an age range The Thru Age can be 1 to 2 digits in length and is used with the From Age field to filter the list based upon an age range The list can be filtered by gender by selecting the appropriate radio button Male Female or All Confidential and Proprietary to
21. ASO26EA A Assessment Tables Administrative Access Categories LookUp ID SelectionList Categoy 4 Sort Order LookUpID Selection List C Category Q Find X Delete Cen Data for Category ID Description Sequence Active Flag 4 Sort Order D C Description Display Active C Inactive C All Q Find X Delete NK Clear The ID can be 1 to 10 characters in length is required and is the ID of the data for the selected Category Single Alpha IDs are recommended because if a selection list is used as a control question the IDs can only be a single character Also if the response is displayed in a tabular format an intuitive single Alpha ID is useful The Description is required can be a maximum of 40 characters in length and is the description of the data for the selected Category The Sequence can be 1 to 4 digits in length and is used to enter a sequence of the data in the Category If a sequence is not entered responses automatically sort alphabetically by ID To use a sequence other than Alpha numeric sequencing can be defined in this field e g enter 4 to have the data sorted as the 4th item in the list Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 70163 Page 24 ANASAZI p ASSESSMENT PRODUCT Setup USER MANUAL Assessment System Parameters Maintenance Figure 4 Assessment System Pa
22. Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 56 ANASAZI p SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Enter Edit Client Figure 37 Enter Edit Client Dialog Enter Edit Client Sort Name ER BST Case Number 0 or blank for Auto Assign LastName Fst MI DOB Soc Sec tt Ethnicity Sexf J Address Home Phone City z Work Phone Address County xl Residence County Client Type Client Nontlient Generic Save Add Cancel The Sort Name is required can be a maximum of 30 characters in length and is the way in which the Client s name will appear in lookups The Case Number is automatically assigned by the system using the next number in the sequence The Last Name is required can be a maximum of 30 characters in length and is the Client s last name The First Name is required can be a maximum of 15 characters in length and is the Client s first name The MI can be 1 character in length and is the Client s middle initial The DOB is required and is the Clients date of birth in MM DD YYYY format The Soc Sec can be a maximum of 11 characters in length and is the Client s Social Security Number The Ethnicity is selected from the Select Ethnicity Dialog and is the ethnicity of the Client The Sex is selected from the Select Sex Dialog and is the gender
23. Assessment FromAssessment_ Requested On Requested For Status l The Select Requested Assessment Dialog appears when the Request an Assessment icon is clicked from the Tool Bar The Requested Assessment field displays the name of the Assessment that has been requested The From Assessment field displays the name of the Assessment from which the new Assessment was requested The Requested On field displays the date on which the Assessment was ordered The Requested For field displays the date on which the Assessment is to be completed The Status field displays the status of the request e g Pending The Add button displays the Enter Edit Ordered Assessment Dialog shown on the next page from which an Assessment can be requested Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 42 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Select Requested Assessment Cont d Figure 23 Enter Edit Ordered Assessment Dialog Enter Edit Ordered Assessment DideredAssessment Type cd Date Ordered 03 07 2005 Date to Complete Order By a Order Completed Completing Assessment Es Save Add The Ordered Assessment Type is required is selected from the Assessment Treatment Plan Types Lookup and is the Assessment to be ordered requested The Date Ordered defaults to the cu
24. Assessment Tables AS026EA 22 23 24 Break the Glass Dialog 70 Client Attachments Dialog 78 79 Details Tab Page 80 81 82 Diary of Access Tab Page 88 90 Document Diary Details Dialog 89 Export Document Dialog 85 Import Document Dialog 84 Scan Document Dialog 83 Viewing Document Dialog 87 Voiding Tag Record Dialog 86 Client Chart 33 34 Client Chart Lookup 59 60 Client Pre Intake Dialog 51 Client Progress Indicator Question Dialog 45 Client Progress Indicators Dialog 44 Client Signature Dialog 75 Client Signatures Signature Pad 74 Clients Lookup 55 Filters 56 Clinician s Homepage 63 64 65 66 67 68 69 Diary Entry for Save Final Approval Dialog 93 Diary of Changes Tab Page 92 Enter Edit Client Dialog 57 58 Enter Edit Ordered Assessment Dialog 43 Help Text 91 HIPAA Privacy Dialog 52 53 Preferences Dialog 41 Print Assessment Treatment Plan Dialog 38 39 Printing Client Signatures 77 Problem Dialog 49 Problem Lookup 50 Prospective Strength and Problem Dialog 46 Required Entries Found Message Box 37 Required Validation Successful Dialog 37 Reset Assessments AS001EB 99 Select Page to Add Dialog 40 Select Requested Assessment Dialog 42 Show Client Medications 94 95 96 97 Show Client Medications Print Sample 98 Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 102 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Index USER MANUAL Signature Groups 71 72 73
25. Assessment for Addiction ADDICT BPRS Adult BPRSADLT BPRS Child BPRSCHLD C Assessment R amp DM RDMC Child Adolescent MH Services CAMHSVC C Assessments Treatment Plans All m EX een Category of Treatment a Preference The list displays active Assessments Treatment Plans or All based on the radio button selection The Category of Treatment is selected from the Categories of Treatment Lookup populated from the Anasazi Central Categories of Treatment Table If a Category of Treatment is selected the list filters to display Assessment and or Treatment Plans that have been assigned the selected Category of Treatment f the Preference field is active the selected Category of Treatment filter will be recalled the next time the Dialog is opened Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 62 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Clinician s Homepage Figure 43 Clinician s Homepage A Clinician s Homepage Administrative Access EB Assignment gj Treatment E8 Action Sched zi Break Glass z Launch pls HomePage for SERVER FOUR QMHP al 4 Include Extended Caseload CLIENT EIGHT 1008 CLIENT ELEVEN 1011 CLIENT FIVE 1005 CLIENT FOUR 1004 31 CLIENT ONE 1001 CLIENT SEVEN 1007 The Clinician s Homepage displays the C
26. Date Time Statt Closed date Time Stat 4 Initial Contact D ate Time Re Refer to Unit g j j Refer to SubUnit TQ e Refer to Staff fr g Ee Close Date H Time Comments The Initial Contact Date is required and defaults with the current date but may be changed The date entered may not be in the future The Time is required and defaults with the current time but may be changed The time entered may not be in the future The Refer to Unit is selected from the Units Lookup and is the Unit to which the Client is referred The Refer to SubUnit field becomes available when a Refer to Unit is specified and is selected from the SubUnits Lookup The Refer to Staff is selected from the Staff Lookup and is the Staff to whom the Client is referred The Close Date and Time can be manually entered but if the Client Pre Intake is automatically closed by opening an Assignment these fields are automatically populated and are shadowed If one of the fields is populated they both must be populated The Comments field is used to enter comments regarding the Client s Pre Intake Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 51 ANASAZI p SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL HIPAA Privacy Dialog Figure 32 HIP
27. Enable Attachments field is available if the Center has purchased ATP3 and indicates that Document Management functionality will be used This field is always shadowed for ATP Customers who must contact Anasazi Support prior to implementation of the Document Management functionality for activation of this field The Path is the network directory and file path to which the attached documents are saved The Path field is managed by Anasazi Support for ASP customers and as such is not displayed f the Default Date of New Assessments to Today field is active the date of new Assessments Treatment Plans defaults to the current date f the Warn if Diagnosis Review is added out of order field is active Staff are presented with a warning message if Assessments Treatment Plans containing Diagnosis Review Pages are added out of order Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 25 ANASAZI P ASSESSMENT PRODUCT Setup USER MANUAL Assessment System Parameters Maintenance Cont d Figure 5 Assessment System Parameters Maintenance ASO11EA A Assessment System Parameters Maintenance Administrative Access i CE xi Maximum T ab Pages Do not allow a new ITP unless this number of days has passed since the last ITP expired Other Generic Med ID all Enable Attachments Default Date of New Assessments to Today Wa
28. In December a Diagnosis Assessment dated June with Diagnosis A is active and Diagnosis C active Because Diagnosis B was added in October it does not appear did not roll forward on the Assessment entered in December because it was back dated as June before Diagnosis B was made active Diagnosis Reviews Diagnosis Reviews are typically entered in order as information defaulted on subsequently entered Assessments Treatment Plans is based upon information that has most recently been Final Approved not based upon information from Assessments Treatment Plans with the most recent Review Date A system flag Warn if Diagnosis Review is added out of order is available in Assessment System Parameters Maintenance to optionally warn Staff in situations where Assessments Treatment Plans that contain Diagnosis Review Pages are added out of order e g the Review Date of the Assessment Treatment Plan being added is on the same date as the Review date of an existing Assessment Treatment Plan Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 19 ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL Client Chart Add Assessment Treatment Plan Algorithm The test below occurs after the test for existing Non Final Approved Pages when the Multi Open Ok field for the Page is inactive in the Enter Edit Page Dialog accessed via WYSIWYG where multiple pages with the
29. Security controls that are established for the Staff Member Assessment Signatures A signature group is included on at least one page in each Assessment as a means of electronically signing an Assessment Two types of signature groups are available standard and professional Credentials may be attached to any signature group to restrict the electronic signature by credential Signature groups can be set to clear if changes are made to an Assessment after electronic signature but before final approval Signature groups can be set to be required At least one Signature Line Name must be entered in order to save a record Client Signatures Assessment and Treatment Plan pages may include a Client Signature Group When these pages are completed through the Client Chart View the Clients name is automatically displayed to the Client Signature Line and may not be changed Clicking the Yes radio button next to the Client Name indicates that the Staff is attesting that the Client or Parent Guardian signed the page on paper Doing so displays the Password Dialog at which the Staff enters their password At that time the Signature Line is date and time stamped and the Client Signature Line is considered to be complete Client Signature Pad Functionality Electronic Client Signatures can be obtained through a Signature Pad device that is connected to the system Signatures obtained in this manner are displayed to the Client Signature Dialog the
30. Setup USER MANUAL Assessment Tables Cont d Figure 2 Assessment Tables ASO26EA A Assessment Tables Administrative Access PIS x Categories 1 ookUp ID SelectionList tategoy 4 Sa d EN Sort Order LookUplD Selection List Category Q Find X Delete N amp Clear Data for Category gt ID S Description Sequence Active Flag zl Sort Order D Description Display Active C Inactive All DI Find X Delete NK Clear Clear X Exit The LookUp ID should be limited to no more than 11 characters in length is required and is the ID of the Table The LookUp ID should be all lowercase letters with no spaces and always ends in Ik Note These ending characters are not displayed when working in the ATP The Selection List can be a maximum of 30 characters in length is required and is the description of the Table as it will appear in the Title Bar of selection lists in the ATP The Category can be 1 to 8 characters in length is required and is the Category of the Table It should be upper case with no spaces Note The Category is not visible when working in the ATP Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 23 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL Assessment Tables Cont d Figure 3 Assessment Tables
31. Strength Dialog 47 Strength Lookup 48 Flying Tour The 1 Client Profile Views 21 Discussion 3 Setup 1 Utilities 21 H Help Text 18 91 HIPAA Privacy Dialog 52 Importing Documents 15 L Local Scanning 14 N Notifications 5 P Preferences 41 Pre Intake 12 Print Assessment Treatment Plan 38 Privacy Security 17 Prospective Strength and Problem Dialog 46 R Required Validation Message Boxes 37 Required Entries Found Message Box 37 Required Validation Successful Dialog 37 Reset Assessments 21 99 Routing Attachments 16 S Scanning Documents 14 Bulk Scanning 15 Centralized Scanning 14 Local Scanning 14 Security 9 Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 103 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Index USER MANUAL Select Page to Add 40 Select Requested Assessment 42 Selecting a Client and Assessment Treatment Plan 54 Setup 1 22 Anasazi Central Setup Views 1 Assessment Product Setup Views 3 Assessment System Parameters Maintenance 25 Assessment Tables 22 Treatment Plan Product Setup Views 2 Show Client Medications 21 T Tool Bar Client Pre Intake Dialog 51 Client Progress Indicators 44 HIPAA Privacy Dialog 52 Preferences 41 Print Assessment Treatment Plan 38 Prospective Strength and Problem Dialog 46 Required Validation Message Boxes 37 Select Page to Add 40 Select Requested Assessment 42 Treatment Plan Produ
32. This circumvents the normal Client Access control In all cases if a Client is selected that would not normally be allowed to be selected the list of Assignments will display in the normal fashion and the degree of access to those Assignments will be as normal but the Edit and Delete buttons will be shadowed Launching Treatment Sessions from this view will pass the Client without regard to how the Client was selected Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 11 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL Client Treatment Sessions Maintenance When accessing Client Treatment Sessions Maintenance from the Client Chart View or the Clinician s Homepage the following applies The Add button is shadowed if the selection to the Except the Staff field in Menu Group Maintenance is N May not add Treatment Sessions and Assignments for Clients The Add button is shadowed if the selection to the Except the Staff field in Menu Group Maintenance is O May only add Treatment Sessions and Assignments for Clients on the Staff Member s Caseload Homepage if the selected Client is not on the Staff s Caseload subject to latency nor would appear as a Foreign Client on the Staff s Homepage If the selection to the Except the Staff field in Menu Group Maintenance is A May add Treatment Sessions and Assignments for all Clients any Clie
33. Time gt prints on the right side of the header Note this does not apply to Progress Notes and ISLs as the Final Approval Date and Time are not saved Otherwise if the Print Final Approved On Date on Header field is inactive Final Approved prints on the right side of the header Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 30 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL Assessment System Parameters Maintenance Cont d Figure 10 Assessment System Parameters Maintenance ASO11EA A Assessment System Parameters Maintenance Administrative Access C0 x Maximum Tab Pages Do not allow a new ITP unless this number of days has passed since the last ITP expired 4 Other Generic Med ID al Enable Attachments Default Date of New Assessments to Today Warn if Diagnosis Review is added out of order For Treatment Plans with Active Objectives without assigned Interventions fi Ignore For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date l Ignore v Unplanned Services v Must be tied to at least one Objective Days Notify of PGO Target Dates in the next Do Not Allow Progress Noting of Interventions with Inactive Service Codes Warn if Intervention is not Authorized o Do Not Warn Entry of Progre
34. a saved Client signature The Clear button clears all Client and signature information from the Signature Pad Device The Exit button returns focus to the Assessment Page and no signature data is saved Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 76 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Cont d Figure 57 Printing Client Signatures Date 09 03 2008 Time 5 02p m Yes O No Pages that have been signed using a Signature Pad Device print an image of the Client Signature When someone has signed on behalf of the Client their Signature prints above the information entered into the Person who signed on behalf of the Client field in the Client Signature Dialog Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 77 ANASAZI P SOFTWARE ASSESSMENT PRODUCT USER MANUAL Views Document Management Figure 58 Client Attachments Dialog Client Attachments x m Client Information Tat soe MI Kolar amp Refresh r Tags Tag Date Type Tie Source Related Asmt TP Asmt TP Date Status 4 m Primary Filters r Status C Attached C Unattached C Voided All Filters Q Fina Details Diary of Access gt Tag Details Tag Document Date Status Un Attached DowenTpe
35. added Combine Clients When Client records are combined via the Anasazi Central Combine Clients utility Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 18 ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL Assessments and Billing Certain Assessments contain information that affects billing In particular at least one diagnosis within the Diagnosis Review has to match up with the restrictions that are set in the Diagnosis Types field and or the Diagnosis Billing Types field the Claim Diagnosis Tab Page of the Benefit Plans Table Checkbox fields that define what diagnoses will be printed on the Claim are on the Claim Diagnosis Tab Page of the Benefit Plans Table In addition Suspense Codes A No Valid Diagnosis and B No Diagnosis of Billing Type on the Suspense A M Tab Page will suspend services from claiming if at least one Diagnosis does not match up and they also respect the Diagnosis Types and or Diagnosis Billing Types settings on the Claim Diagnosis Tab Page If Suspense Code A or B has the On Date of Service field active then the qualifying diagnosis based on the settings on the Claim Diagnosis Tab Page in the Diagnosis Assessment must be dated in effect i e within the Begin and End dates on the date of service and the system will look for historic Diagnosis Review records up to the most recent to try to
36. bang the Sequence of the Scheduled Client Action ITP Due on the Due Date of the Client Action the name of the ITP and the ID of the Action Schedule Template Privacy Note This Notification only displays if the Logged In Staff has COT Access to the ITP TP Due on If the Scheduled Client Action Type is a Treatment Plan the Notification displays as red bang the Sequence of the Scheduled Client Action Treatment Plan Due on the Due Date of the Client Action the name of the Treatment Plan and the ID of the Action Schedule Template Privacy Note This Notification only displays if the Logged In Staff has COT Access to the TP Financial Review Due on If the Scheduled Client Action Type is a Client Financial Review the Notification displays as red bang the Sequence of the Scheduled Client Action Financial Review Due on the Due Date of the Client Action and the ID of the Action Schedule Template Action Schedule Audit Pending This Notification displays if the Action Schedule Audit flag is active for the Client This flag indicates that a Staff Member should audit the Client s Action Schedule to affirm that it is appropriate or alternately update it such that it is appropriate This occurs when the system determines that there is no clear call as to what Client Action Schedule a completed Client Action should be linked to The system either updates the Client s Action Schedule based on a reasonable guess as to what is appr
37. current date The Time field displays the current date The Server field displays the name of the Logged in Staff The Comments may be required as detailed in the Diary of Changes section of The Flying Tour of this manual and display on the Diary of Changes Tab Page Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 93 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Client Profile Views USER MANUAL CLIENT PROFILE VIEWS Show Client Medications Figure 74 Show Client Medications AS2134EA A Show Client Medications Administrative Access Client SaName Wl 0 Unidentified sai Kees Start End Es Medication a Current Medications Only All Medications Recorded _ Preser Order Q Type l Strength i uu EE Dose Form lee l Route mm sp ee ie EE Addtnl Instruct lll RS Sab a 00 Dispense Qv Refills ln Renewal I Discontinued amp Print X Exit The Client Sort Name is required and is selected from the Clients Lookup The Client Medications list displays the selected Client s medications including the Start date End date Est flag Estimated start stop date and medication name The Clear button clears the information in the view allowing for another Client to be selected The list of Client Medications can be
38. find a match based on the Service Date If the On Date of Service field is inactive the system looks to the most recent Diagnosis Review and the diagnoses that are active there Diagnosis Reviews are designed to be cumulative historical records in the sense that typically once a diagnosis code is included in a Review it continues to roll forward into the next new added Review in either an active status or with an end date an inactive status For purposes of billing the system always looks to the most recent Diagnosis Review record and takes into consideration all of the Diagnosis Codes included as well as their date ranges As noted above this can vary slightly based on whether the Benefit Plan has Suspense Code A or B active and whether the associated On Date of Service fields are active In light of this care must be taken when deleting or back dating an Assessment as doing so can affect billing Assessments Diagnosis Assessments in particular need to be entered in chronological order If an Assessment was incomplete or incorrect when it was first entered it must be voided and re entered in order to maintain the integrity of the data to ensure that all of the appropriate information rolls forward as new Assessments are entered For example a Diagnosis Assessment was entered in February with Diagnosis A active On October another Diagnosis Assessment is entered where Diagnosis A is ended and Diagnosis B is added
39. selected filters and displays them in the Applied Filters container The Clear button clears the selected filters from the Secondary Filters container Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 70163 Page 79 ANASAZI p SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 60 Client Attachments Dialog Details Tab Page r Client Information Tat soe 7I Kolar 2 Retesh r Tags Tag Date Type Title Souce Related Asmt TP Asmt TP Date Status m Primary Filters m Status C Attached Unattached Voided All W Filters Q Fina Details Diary of Access r Tag Details Tag Document Date eee Status Un Attached DowenTwe a d Document Title Document Source Related Assessment Treatment Plan No Treatment Plan Selected Av N SK m Attachment Comments Comments Void Comments The Tag field displays the Tag number of the record selected in the Tags container The Document Date is required and is the date on which the document was scanned The Status field displays the Status of the selected record Un Attached or Attached The Document Type is required and is selected from the Document Types Lookup The Document Title can be a maximum of 40 characters in length The Doc
40. those for which the Staff Member is not the SAI but who are assigned to a Treatment Team to which the Staff Member belongs Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 63 ANASAZI p SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Clinician s Homepage Cont d Figure 44 Clinician s Homepage A Clinician s Homepage Administrative Access EB Assignment EA Treatment Eg Action Sched a Break Glass z Launch xls HomePage for SERVER FOUR GMHP al 4 Include Extended Caseload CLIENT EIGHT 1008 CLIENT ELEVEN 1011 CLIENT FIVE 1005 CLIENT FOUR 1004 CLIENT ONE 1001 CLIENT SEVEN 1007 CLIENT TEN 1010 CLIENT Tw O0 1002 Treatment Plan Pending Final Approval 06 26 2009 09 24 2009 Treatment Plan CLIENT ZERO 1000 ORI EI EDT RT ET RT I Appointments evieu ty Progress Note The Tree displays the Staff s Client caseload sorted by the Sort Name followed by the Case Number If the Staff selected in the Homepage for field is the Clients SAI as defined in Client Assignments Maintenance in the Client Data Product a bitmap SAI appears next to the Client s name The Clients who are displayed on the selected Staff s caseload include Clients that have an Open Assignment for which the selected Staff is the Server Clients that have a Closed
41. with un Resolved PGO Target Dates before the Treatment Plan Begin Date l Ignore v Unplanned Services v Must be tied to at least one Objective Days Notify of PGO Target Dates in the next Do Not Allow Progress Noting of Interventions with Inactive Service Codes Warn if Intervention is not Authorized o Do Not Warn Entry of Progress Notes without Final Approved ITP TP a Allow with No Warning Perform Required Validation on Assessment Save Print Options Time Format to Print on Forms lt Undefned Print Medicaid on Forms Print Staff ID on Progress Notes Print Printed On Date on Forms Header Print Client s Date of Birth on Progress Notes Print Final Approved On Date on Assessment TP ITP Header Print Signature Line Time on Progress Notes Print services for Multi Service Rrogress Notes in report style format Print Service Stop Time on Progress Notes Service Duralion format to print on Progress Notes Undfinebb v The Print Final Approved On Date on Assessment TP ITP Header field affects printing of the Final Approved Date as follows If the document has been Voided Voided prints on the right side of the header e Otherwise if the record has not been Final Approved Draft prints on the right side of the header e Otherwise if the Print Final Approved On Date on Header field is active Final Approved on Date at lt
42. 90 432 39 4764 100 1020 TEN w 01 15 1864 387 87 7380 100 1010 T OCO Dod BO o4 4 xj Active Inactive C All Filters Alias Add Edit Show Find OK Cancel The Filters button toggles the View to display or hide the filter container of the Dialog to allow for filtering the Client list shown on the next page The Alias button displays the Client Aliases Lookup The Add button displays the Enter Edit Client Dialog from which Clients can be added shown later in this section The Edit button displays the Enter Edit Client Dialog from which the selected Client s information can be edited The Show button displays the Enter Edit Client Dialog from which the selected Client s information is displayed in read only mode The Find button allows for searching the Client list by Sort Name Case Number DOB SSN Primary Unit Ext Case or SAI Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 55 ANASAZI P SOFTWARES ASSESSMENT PRODUCT Views USER MANUAL Clients Lookup Cont d Figure 36 Clients Lookup Filters SotName SS CaseNumbe s E DOB SSN Primary Unit_ Primary Sunt ExtCase sal CLIENT SIX 1006 4 W 01 07 1990 432394764 100 1020 3 CLIENT EIGHT 10084 W 10 17 1932 34290 3456 100 1010 4 ELEVEN 1011F B 04
43. AA Privacy Dialog HIPAA Privacy Acknowledgements of Notice of Privacy Practices Dae E PHI Disclosure Authorizations Dae Type Sd Paty fal PHI Disclosures Dae To From n xl gi PHI Disclosure Revocations Date To tom The HIPAA Privacy Dialog displays HIPAA Acknowledgements of Privacy Practices PHI Disclosure Authorizations PHI Disclosures and PHI Disclosure Revocations for the selected Client The Acknowledgements of Notice of Privacy Practices container displays the listing of Assessment Treatment Plan records that include the HIPAA Acknowledgement Notice Page Page ID HIPACKNOTICE including the date of the Assessment Treatment Plan and the Assessment Treatment Plan Type The PHI Disclosure Authorizations container displays the listing of Assessment Treatment Plan records that include the HIPAA Disclosure to 3rd Party Page Page ID HIPAUTHNONRT or HIPAA Disclosure from 3rd Party Page ID HIPAUTHREQ including the date of the Assessment Treatment Plan the Disclosure Authorization Type the name of the 3rd Party who made the request if requested by a 3rd Party and the information that was requested for the disclosure displays in the box on the right side of the container Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 52 ANASAZI p ASSESSMENT PRODUCT Vie
44. Approved and the selected Staff is the Client s SAI for Assessments ISLs ITPs and TPs this only applies if the Logged In Staff has COT Access to the Assessment This also displays for Staff who is a signer on the Form until such time as they enter and save their electronic signature Displays as one of the following Assessment Pending Final Approval Interim Treatment Plan Pending Final Approval Treatment Plan may be appended with Revision or Review Pending Final Approval Informational Note Pending Final Approval Narrative Progress Note Pending Final Approval if Planned appended with the description of the service specified for the Intervention if Unplanned appended with Unplanned Individual Progress Note Pending Final Approval appended with the description of the single Client service and if Unplanned appended with UnPlanned Multi Service Progress Note Pending Final Approval if Planned appended with the description of the service specified for the Intervention if UnPlanned appended with UnPlanned e Group Progress Note Pending Final Approval if Planned appended with the description of the service specified for the Intervention if UnPlanned appended with UnPlanned Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 5 ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tou
45. Assignment that was closed within the latency period for which the selected Staff is the Server e Foreign Clients Clients not on the selected Staff s caseload are preceded with a red The only applicable condition is Form Pending Final Approval Foreign Clients who have a form that is not yet Final Approved for which the selected Staff is a Signer on the form for Assessments ISLs ITPs TPs This only applies if the logged in Staff has COT access to the Assessment e If there is at least one Notification for a Client the Client is preceded with a red Notification or a blue Alert Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 64 ANASAZI P SOFTWARES ASSESSMENT PRODUCT Views USER MANUAL Clinician s Homepage Cont d Figure 45 Clinician s Homepage A Clinician s Homepage Administrative Access EB Assignment EA Treatment P Action Sched a Break Glass z Launch xls HomePage for sERvER FOUR QMHP al 4 Include Extended Caseload i CLIENT EIGHT 1008 CLIENT ELEVEN 1011 CLIENT FIVE 1005 CLIENT FOUR 1004 CLIENT ONE 1001 CLIENT SEVEN 1007 CLIENT TEN 1010 CLIENT TWO 1002 Treatment Plan Pending Final Approval 06 26 2009 09 24 2009 Treatment Plan CLIENT ZERO 1000 DR ERR E 8 Appointments w Preview ty Progress Note Time ent
46. DED ALL MEDICATIONS Start Date 06 01 2009 End Date 08 29 2009 Est N Recorded 06 01 2009 Presa Orderi 8 2 Strength 10 mg Dose Fom capsule oral ig Take 1 capsule s by mouth 1 time a day SERVER TWO MD 30 7 Capsule s Start Date 12 16 2009 End Date 02 13 2010 Est N Medication Wellbutrin Recorded 01 07 2010 Prea Orda 16 5 Strength 100 mz Dose Form tablet Route oral Sig Take 1 tablet s by mouth 1 time a diy Addinl Insiruct Staff SERVER FOUR QMHP Dispense Qty 30 Tablets Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 98 ANASAZI P SOFTWARE Utilities ASSESSMENT PRODUCT USER MANUAL UTILITIES Reset Assessments Figure 79 Reset Assessments ASO01EB A Reset Assessments Administrative Access StaffID Staff Name Casett Cent Name PlanID PlanDesc__ Plan Date Select NE NM All Filters Staff Client The list defaults to the Client and Assessment that are currently selected in the Assessment and Treatment Planning View The list can be filtered by Staff who is selected from the Staff Lookup The list can be filtered by Client who is selected from the Clients Lookup The Unlock button clears the red locks for the selected Assessments Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 99 ANASAZI P SO
47. FTWARE ASSESSMENT PRODUCT Index USER MANUAL INDEX A Access to Document Management Functionality 17 Add Client Assessment Treatment Plan 61 Anasazi Central Setup Views 1 Assessment Treatment Plan Types Lookup 62 Assessment Product Setup Views 3 Assessment Signatures 13 71 Client Signature Dialog 75 Printing Client Signatures 77 Assessment System Parameters Maintenance 25 Assessment Tables 22 Assessments and Billing 19 Break the Glass 9 Bulk Scanning 15 C Centralized Scanning 14 Client Assignments Maintenance 11 Client Attachments Dialog 14 78 79 Details Tab Page 80 81 82 Diary of Access Tab Page 88 90 Document Diary Details Dialog 89 Export Document Dialog 85 Import Document Dialog 84 Scan Document Dialog 83 Viewing Document Dialog 87 Voiding Tag Record Dialog 86 Client Chart 5 20 33 59 94 Add Client Assessment Treatment Plan 61 Assessment Treatment Plan Types Lookup 62 Client Pre Intake Dialog 51 Client Profile Views 21 94 Show Client Medications 21 Client Progress Indicators 44 Client Signature Pad Functionality 13 Client Signatures 13 Client Signature Pad Functionality 13 Client Treatment Sessions Maintenance 12 Clients Lookup 55 Enter Edit Client 57 Clients Lookup Dialog 8 Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 100 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Index USER MANUAL Clinician s Homepage 5 63 Break the Gl
48. Individual Counseling El The Return to my Homepage button displays the logged in Staff Member in the Homepage for field and refreshes the Tree yj Return to my HomePage XJ Exit Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 69 ANASAZI P SOFTWARE ASSESSMENT PRODUCT USER MANUAL Views Clinician s Homepage Cont d Figure 50 Break the Glass Dialog Break the Glass Cietas Reason Genf ti ge Days for the Client to remain on the Clinicians Homepage 0 X Cancel The Client Name is required and can be a maximum of 30 characters in length and is the name of the Client as provided by the Client The Reason is required and is and explanation of why the Glass is being Broken Once a Client Name and Reason have been entered the Client field becomes available and is required The Client is selected from the Clients Lookup which displays the entire database of Clients without any security restrictions If a Client is not found in the database the Staff can exit the Break the Glass Dialog however a Break the Glass record is still saved that includes the Staff Member s ID Date Time Client Name and Reason Once a Client Name and Reason have been entered the Days for the Client to remain on the Clinician s Homepage field becomes available is required and can be 1 to 2 digits in length The a
49. L Clinician s Homepage Cont d Figure 48 Clinician s Homepage Clinician s Homepage Administrative Access EB Assignment E Treatment PA Action Sched a Break Glass zi Launch xls HomePage for SERVER FOUR QMHP OJ 4 Include Extended Caseload CLIENT EIGHT 1008 CLIENT ELEVEN 1011 CLIENT FIVE 1005 CLIENT FOUR 1004 i IB CLIENT ONE 1001 CLIENT SEVEN 1007 CLIENT SIX 1006 CLIENT TEN 1010 il CLIENT Twn 1002 Ifthe Resolved field is active the list of appointments includes Resolved appointments If this field is inactive the list of appointments does not include Resolved appointments fe el The Date field defaults to the current date but can be changed The left and right arrows move to the previous day and next day respectively Individual Events display with the Cancelled field active if the scheduled Service is in a Cancelled status The Progress Note button and the right click Progress Note menu option are shadowed if an Individual Event is selected that is Cancelled Group Events display with the Cancelled field active when all scheduled Services for an Event are in a Cancelled status The Progress Note button and the right click Progress Note menu option are shadowed for a Group Event that is displayed as Cancelled For Group Events
50. Logged In Staff to see a list of the other Staff s Clients and some but maybe not all Notifications about those Clients Further double clicking a Client launches the Client Chart View with the Client loaded This covers two points at which Client Access is circumvented On the Clinician s Homepage a Staff Member may see a list of another Staff Member s Clients by navigating to his her Homepage The Assessment and Treatment Plan Products may then be launched with one of those Clients pre loaded bypassing the normal Client Selection controls of the Assessment and Treatment Plan Products However once in the Assessment and Treatment Plan Products all Security is subject to the Logged In Staff s access not the Staff for whose Homepage was selected When the Clinician s Homepage is first displayed the Logged In Staff displays in the Homepage for field with their Caseload displayed in the Tree Any Staff Member may be selected if the Logged In Staff Member is a Clinical Administrator Staff that are subordinate to the Logged In Staff Member as defined in Supervisory Tree Maintenance may be selected Staff to whom the Logged In Staff Member has been provided Homepage Guest Access as defined in Home Page Guest Access Maintenance may be selected Clients that are on the Selected Staff s Caseload display as follows Clients who have an Open Assignment for which the Selected Staff is or was the Server at any point withi
51. NUAL Document Management Cont d Figure 69 Document Diary Details Dialog Document Diary Details Before Tag 4 Document Date 0371672010 Status Un Attached Document Type flab Results LAB Client CLIENT TWO 1002 Document Title Sample Lab Results Document Source Sample Document Source Related Assessment Treatment Plan No Treatment Plan Selected After Tag 4 Document Date joa 6 2010 Status Attached Document Type Lab Results LAB Client CLIENT TWO f 002 Document Title Sample Lab Results Document Source Sample Document Source Related Assessment Treatment Plan Treatment Plan 06 26 2008 The Before container displays the values of the following fields as they appeared prior to editing Tag Client Document Date Document Title e Status Document Source e Document Type Related Assessment Treatment Plan The After container displays the values of the following fields as they appeared after editing Tag e Client Document Date Document Title e Status Document Source Document Type Related Assessment Treatment Plan Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 89 ANASAZI SO F TMWARE ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 70 Client Attachments D
52. Pending Notification noted below display if the Client has a Scheduled Client Action that is Pending that falls within the Action Notification Days Span as entered in Center Setup 2 and The Selected Staff is the Client s SAI subject to latency OR e For Automatically Scheduled Client Actions the Action Schedules Template indicates that the Client Action should be reported to All Servers at All Assignments and e Itis a Hand Scheduled Client Action Treatment Teams Establishing Treatment Teams is a means to indicate each of the Staff Members who are treating a Client More specifically a Treatment Team is a list of Staff Members who belong to a named team e g Team A Clients who are being treated by a Treatment Team appear on the Caseloads of each of the Treatment Team s Staff Members For more information on Treatment Teams see the Anasazi Software Client Data Assignments Manual Clients Lookup Dialog The Clients Lookup Dialog is covered in the Anasazi Products Navigation Guide Additional functionality from the Clients Lookup Dialog that is available in the Assessment Product and is covered in this manual includes Print Client Assessments Allows printing Assessments in a Client s chart by date ranges Add Edit Clients A dialog to add edit Clients Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 8 ANASAZI P SOFTWARE ASSESSMENT P
53. RE ASSESSMENT PRODUCT Client Profile Views USER MANUAL Show Client Medications Cont d Figure 76 Show Client Medications AS2134EA A Show Client Medications Administrative Access Client Sort Name ull 0 Unidentified SAI SK Clear Start End Est Medication s 4 Current Medications Only C All Medications Recorded Prescr Ordert 0 0 Type Strength Dose Form Route Sig Addtni Instruct Staff Dispense Qty Refills Renewal Discontinued Pint X Exit The Sig displays the Sig for the medication Note the view can be re sized in order to display all 140 characters of the Sig When printed to a csv file only the first 88 characters of the Sig print The Addtnl Instruct field displays any Additional Instructions or Notes to Pharmacy that were entered for the medication in the Doctor s Homepage Note the view can be re sized in order to display all 210 characters of the Additional Instructions When printed to a csv file only the first 88 characters of the Additional Instructions print Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 96 ANASAZI P SOFTWARES ASSESSMENT PRODUCT Client Profile Views USER MANUAL Show Client Medications Cont d Figure 77 Show Client Medications AS2134EA A Show Client Medicatio
54. RODUCT The Flying Tour USER MANUAL Break the Glass The Assessment and Treatment Plan Products provide a means to Break the Glass Breaking the Glass is a means to in a crisis situation put a particular Client on a Staff Member s Homepage who ordinarily would not be displayed The Break the Glass Dialog is available from the Break the Glass button on the Clinician s Homepage By clicking the Break the Glass button on the Clinician s Homepage and entering the required data the Logged In Staff who clicked the Break the Glass button obtains access to information about the Client the Client appears on the Logged In Staff s Homepage Specifically the Client entered in the Client field in the Break the Glass Dialog appears on the Logged In Staff s Homepage It is then expected that the Clinician will take some other action e g open an Assignment to keep the Client on the Clinician s Homepage Security Navigating to another Staff s Homepage circumvents Security to a degree for the Logged in Staff the specific intent is to give a Staff Member access to Clients that he she might not otherwise have access to However the only Security Level that will be circumvented is Client Access No other Security Level e g Category of Treatment will be compromised To this end the only portal through which another Staff s Clients can be accessed is through the Clinician s Homepage by navigating to his her Homepage Doing so allows the
55. Strength has been selected default text for the Strength as defined in the PGOIs Table displays in the Text field but may be edited The Text button displays the Client Prospective Strength Standard Text Lookup from which default text that has been established in the Standard Text Table for Strengths can be selected to be added Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 47 ANASAZI P 6 0 F T Ware ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Cont d Figure 28 Strength Lookup 2 Ability to Manage Activities of Daily Living 3 Ability to Navigate Public Transportation 4 Accepts Feedback from Others 5 Accepts Responsibility 6 Actively Seeking Information about Change 7 Adaptable 8 Adequate Decision making Skills 9 Adventurous Note that the Clinical Staff at your Center have developed the Strength List to reflect the clinical philosophy of your Center Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 48 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Cont d Figure 29 Problem Dialog Prospective Strength and Problem xj Strength Problem Prospective Problem Assessment ate 4 Ese xjCancel X Exit The Problem is requir
56. age or Ask Each Page which displays a Confirmation Dialog for each page that prompts whether or not it is desired to print that page Ifthe Print Diary field is active the Diary Page for the Assessment or Treatment Plan if one exists is printed If the Print InActive Diagnoses field is active all Client Diagnoses are printed and All Diagnoses prints after the Assessment Type in the header of the form If this field is inactive only Client Diagnoses with no expiration date print and Active Diagnoses prints after the Assessment Type in the header of the form to indicate that the form only includes Active Diagnoses Ifthe Print Text for Treatment Plan field is active the detail text on the current Treatment Plan prints f the Only Print Active Problems Goals and Objectives field is active only the Active Problems Goals and Objectives print items with any other Status do not print f the Exclude Deferred Problems Goals and Objectives field is active the Problems Goals and Objectives with a D Deferred Status as defined in the Treatment Plan are excluded from printing f the Exclude InActive Problems Goals and Objectives field is active the Problems Goals and Objectives with an I Inactive Status as defined in the Treatment Plan are excluded from printing f the Exclude Resolved Problems Goals and Objectives field is active the Probl
57. aseload and Notifications for the logged in Clinician Staff Member in a Tree format by Client The Assignment button launches the Client Data Client Assignments Maintenance View The Treatment button launches the Client Data Client Treatment Sessions Maintenance View The Break Glass button launches the Staff Login to Break Glass Dialog in which the Staff Member s password must be entered in order to launch the Break the Glass Dialog The Launch button launches the selected Assessment or Treatment Plan The Action Sched button launches the Client Action Schedules Maintenance View The Refresh button refreshes the Tree The Clinician s Homepage is not automatically refreshed after having performed data entry that affects the information on the Client Chart The Refresh button must be clicked or the View closed amp re launched There is one exception when an Appointment is selected from the Homepage to be Progress Noted the Homepage is automatically refreshed once the Progress Note is saved and the Progress Note Dialog is closed The Homepage for field defaults with the currently logged in Staff but may be changed The Staff is selected from the Staff Lookup The Include Extended Caseload field is only available if the Enable Treatment Team Functionality field is active in Center Setup 2 When this field is active the Clients that display on the Homepage are
58. ass 9 Clients Lookup Dialog 8 Notifications 5 Treatment Teams 8 D Diagnosis Reviews 19 Client Chart 20 Diary Entry for Save Final Approval Dialog 93 Diary of Changes 18 Diary of Changes Page 92 Diary Entry for Save Final Approval Dialog 93 Discussion 3 Assessment Signatures 13 Assessments and Billing 19 Client Chart 5 Client Signatures 13 Clinician s Homepage 5 Diagnosis Reviews 19 Diary of Changes 18 Document Management 14 Help Text 18 Pre Intake 12 Security 9 Treatment Sessions and Assignments 10 Document Management 14 78 Access to Document Management Functionality 17 Client Attachments Dialog 14 78 79 Details Tab Page 80 81 82 Diary of Access Tab Page 88 90 Document Diary Details Dialog 89 Export Document Dialog 85 Import Document Dialog 84 Scan Document Dialog 83 Viewing Document Dialog 87 Voiding Tag Record Dialog 86 Exporting Documents 16 Importing Documents 15 Privacy Security 17 Routing Attachments 16 Scanning Documents 14 E Enter Edit Client 57 Exporting Documents 16 Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 101 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Index USER MANUAL F Figures Add Client Assessment Treatment Plan Dialog 61 Assessment Treatment Plan Types Lookup 62 Assessment and Treatment Planning 54 Assessment and Treatment Planning Tool Bar 35 36 Assessment System Parameters Maintenance 25 26 27 28 29 30 31 32
59. ated as a Control Question Checklist A multiple choice question that allows the selection of multiple responses from options displayed on screen A Checklist type question cannot be linked to the Problems List cannot be added to the Client Progress Indicators List and cannot be designated as a Control Question Selection List A multiple choice question that allows the selection of only one response from a table driven selection list A Selection List type question cannot be linked to the Problems List cannot be added to the Client Progress Indicators List but can be designated as a Control Question If used as a Control Question the IDs for the values in the table must each be a single character Multiple Selection List A multiple choice question that allows the selection of multiple responses from a table drive selection list A Multiple Selection List type question cannot be linked to the Problems List cannot be added to the Client Progress Indicators List and cannot be designated as a Control Question Checkbox A single option question that allows the user to check a box indicating a response A Checkbox type question cannot be linked to the Problems List cannot be added to the Client Progress Indicators List but can be designated as a Control Question Date A question that only permits a response in date format mmddyyyy A Date type question cannot be linked to the Problems List cannot be added to the Client Prog
60. ature Line Name must be entered in order to save a record After an Assessment is finalized it cannot be changed Information from an approved Assessment will automatically default to the next Assessment initiated for the Client It will not default until the Assessment is Final Approved The defaulted information can be edited for future Assessments Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 71 ANASAZI p SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Cont d Figure 52 Signature Groups A Client Chart Administrative Access A E N E Ani tu dH t Ga Client CLIENT TWO Ei Case Number 1002 Form Type Training Assessment Date f 0 20 2008 Training Assessment Training Assessment Emergency Services Diary of Changes Multiple Selection Window Medical Condition Add ET Narrative Text Response Recommendations for Further Treatment Signature of Staff Obtaining Information Name J Date 7 Time SO Ye No Clinical Supervisor if required Name Professional Desc C Yes No C N A The system defaults the current date and time if Yes is selected to acknowledge that the selected signature is the electronic signature for this Assessment A date and time other than today s can be entered when appropriate f a signature other than the Staff logged into the system is selected an
61. available to Progress Note all scheduled Services in a Cancelled Status or not are imported into the Note e For Groups that include scheduled Services with a Cancelled status Services are always created regardless of the Create Svc flag s in the Cancellation Reasons Table e g Services are always created for both Resolved and Cancelled Services when Progress Noting This is different from Cancelling through the Scheduler Product where the Create Svc flag for the selected Cancellation Reason is respected Resolved Date 07 24 2009 uj 4 gt Cancelled w Return to my HomePage Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 68 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Clinician s Homepage Cont d Figure 49 Clinician s Homepage Clinician s Homepage Administrative Access EB Assignment E Treatment P ction Sched a Break Glass zi Launch xls HomePage for SERVER FOUR QMHP al 4 Include Extended Caseload CLIENT EIGHT 1008 CLIENT ELEVEN 1011 CLIENT FIVE 1005 CLIENT FOUR 1004 T CLIENT SEVEN 1007 CLIENT SIX 1006 CLIENT TEN 1010 CLIENT TWO 1002 CLIENT ZERO 1000 FIERI IERI E Appointments ES Preview c Progress Note 04 30 PM 05 30 PM 1001 CLIENT ONE 30
62. be designated as a Pre Intake Worker at all Units SubUnits or only for specific Units SubUnits Staff Members who are designated as Pre Intake Workers have the ability to initiate a Pre Intake for a Client which Indicates that a chosen Client is in the Pre Intake process Allows for optionally designating a Pre Intake Unit SubUnit and Allows for optionally designating a Refer to Pre Intake Staff Member Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 12 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL Clients who are in the Pre Intake process display on the Homepage of The Staff Member who initiated the Pre Intake Staff who are designated as Pre Intake Workers at a Unit SubUnit to which the Client was optionally referred and The Staff Member to whom the Client was optionally referred Having the Client on a Homepage generally grants rights to that Staff Member to open an Assignment for the Client and as such to permanently place the Client on a Caseload Homepage Opening an Assignment for a Client that is in the Pre Intake process will then automatically close the Client s Pre Intake Pre Intakes may also be manually closed e g because the Client no shows Note The Intake Worker designation does not control if the Staff Member can add new Clients nor add Treatment Sessions and Assignments for Clients nor does it override any other Privacy
63. contains a Diagnosis Review Page with an Assessment date that is greater than the date specified for the record being added the following Confirmation Dialog presents e Client has a more recent Assessment dated Assessment Date that contains a Diagnosis Review Page Continue with out of sequence addition of Assessment Page If Yes is selected the Add process continues e Otherwise focus is returned to the Assessment Treatment Plan without adding the Page e Otherwise the Add Page Algorithm continues Otherwise the Add Page Algorithm continues Client Profile Views Show Client Medications The Show Client Medications View displays Final Approved medications for a selected Client Note that the Client Medications Listing is also available which reports on data entered in the Doctor s Homepage Product related to Client Medications Refer to the Doctor s Homepage Product User Manual for information on this report Utilities Reset Assessments The Reset Assessments View allows Staff to remove red locks created when the Assessment and Treatment Plan Products are shut down with an Assessment open Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 21 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL SETUP Assessment Tables Figure 1 Assessment Tables ASO26EA A Assessment Tables Administrative Access Categories L
64. ct Setup Views 2 Treatment Sessions and Assignments 10 Client Assignments Maintenance 11 Client Treatment Sessions Maintenance 12 Treatment Teams 8 U Utilities 21 99 Reset Assessments 21 99 V View IDs ASO001EB Reset Assessments 99 AS011EA Assessment System Parameters Maintenance 25 26 27 28 29 30 31 32 ASO026EA Assessment Tables 22 23 24 AS2134EA Show Client Medications 94 95 96 97 98 Views 33 Assessment Signatures 71 Client Chart 33 59 94 Clients Lookup 55 Clinician s Homepage 63 Diary of Changes Page 92 Document Management 78 Help Text 91 Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 104 ANASAZI 2 SOFTWARE ASSESSMENT PRODUCT Index USER MANUAL Selecting a Client and Assessment Treatment Plan 54 Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 105
65. d Yes is indicated the Assessment cannot be Final Approved The Assessment can be Saved and the selected Staff will be notified to sign on the Clinician s Homepage If a signature other than the Staff logged into the system is selected and N A is indicated N A signifies that the signature is not an electronic signature An N A beside the signature indicates that a signed paper form carries the official signature for the Assessment Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 72 ANASAZI P SOFT WARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Cont d Figure 53 Signature Groups A Client Chart Administrative Access HSOADnS FE fe OFYSY Client CLIENT TWO E Case Number 1002 Form Type Training Assessment ES Date fi 0 20 2008 Training Assessment Training Assessment Emergency Services Diary of Changes For Use in the TRAINING ENVIRONMENT ONLY a TRAINING ASSESSMENT FORM Radio Button Responses Display Only Required and Controlled Questions Client s Age 43 Mood Abnormality 1 Extremely abnormal mood 2 Markedly abnormal mood C 3 Moderately abnormal mood C 4 Slightly abnormal mood 5 No impairment normal mood Don t know Plan to Try Suicide C Yes C No If Yes Means to Carry Out Suicide Plan C Yes C No If Yes in Front of Others Alone C InFrontof Others Alone Multiple Entry Wind
66. d fo Do Not Warn Entry of Progress Notes without Final amp pproved ITP TP a Allow with No Warning Perform Required Validation on Assessment Save Time Format to Print on Forms lt Undefned Print Medicaid on Forms Print Staff ID on Progress Notes Print Printed On Date on Forms Header Print Client s Date of Birth on Progress Notes Print Final Approved On Date on Assessment TP ITP Header Print Signature Line Time on Progress Notes Print services for Multi Service Progress Notes in report style format Print Service Stop Time on Progress Notes Service Duration format to print on Progress Notes lt Undefine gt D gt fel Save XJ Exit If the Perform Required Validation on Assessment Save field is active the system will verify that all required fields have been entered upon saving an Assessment If any required fields have not been entered a Required Entries Found Dialog appears listing the fields that need to have values entered See the Perform Required Validation icon description in the Client Chart section later in this manual for more information Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 28 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL Assessment System Parameters Maintenance Cont d Figure 8 Assessment System Parameters Maintenance ASO11EA A Assessment System Parame
67. d edit Assessment pages without requiring programming knowledge Assessments are designed using questions from the Assessment Product Questions file Different functionality is incorporated into each question type and impacts the formulation of the Prospective Strengths and Problems List as well as Client Progress Indicators and the system s ability to control question status The Prospective Strengths and Problems List can be built based on responses to questions on Assessments A response can be linked to a problem on the Problem List Clinicians will be prompted that a Problem is attached and given the option to place the problem on the Problem List Questions can also be used as Client Progress Indicators The responses to questions can be set up to capture a history of their responses through the Client s episode of care Some question types may be used to control the status of other questions A particular response to a Control Question can be set to require enable or disable other questions Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 3 ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL There are nine question types Radio Button A multiple choice question that allows only one response to be selected from on screen options A Radio Button type question can be linked to the Problems List added to the Client Progress Indicators List and can be design
68. der This Tab Page acts as a placeholder until the Client has a TP ITP or ISL created In addition a Client Authorizations Tab Page is displayed that shows any Client Authorizations that exist for the selected Client The Client Authorizations Tab Page is display only For Clients who have a TP ITP or ISL their TP ITP or ISL record displays in place of the Home Page Folder Tab Page If a Face Sheet is specified in the Preferences Dialog shown later in this section it appears as an additional Tab Page Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 33 naut ASSESSMENT PRODUCT Views USER MANUAL Client Chart Cont d Figure 13 Client Chart A Client Chart Administrative Access EH 8 mums BE SuUGOrFY Ss Ute Client CLIENT ELEVEN ml Case Number 1011 FomType J4 gt Date Client Authorizations Treatment Plan Home Page Folder No Client Service s th requires Authorization has been performed Pay Source BenefitPlan Authorization From Good Thu _ x Active C Inactive C all PO E cene OST EISE Da TS oO oO The above picture demonstrates how the Client Chart appears when a Client is selected who does not have a TP ITP or ISL The Treatment Plan Tab Page displays with the words No current Treatment Plan in Client Chart in addition to the Client Authorizations and Home Page Folder Tab
69. ding their associated Responses The Delete button deletes the selected Question from the list of Client Progress Indicators Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 44 ANASAZI P SOFTWARES ASSESSMENT PRODUCT Views USER MANUAL Client Progress Indicators Cont d Figure 25 Client Progress Indicator Question Dialog A Client Chart Administrative Access HEADS FE OF Sto Client CLIENT ELEVEN m Case Number 1011 Form Type Training Assessment Et Date fi 0 17 2008 Training Assessment Training Assessment Emergency Services Diary of Changes For Use inthe TRAINING ENVIRONMENT ONLY TRAINING ASSESSMENT FORM Radio Button Responses Display Only Required and Controlled Questions Client s Age 53 Mood Abnormality 1 Extremely abnormal m od 2 Markedly abnormal mood C 4 Slightly abnormal mad Mood Abnormality C 3 Moderately abnormal mood C 5 No impairment normal mood C Don t know thers Alone belection List Responses Priority Age 1st Freq Ever Hosp Route Checklist Responses Demnnstrates Consequences of Substance Ahuse in SMI If Yes is selected the Question is added to the list of Client Progress Indicators Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 45 ANASAZI P SOFTWARE
70. does not print Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 31 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL Assessment System Parameters Maintenance Cont d Figure 11 Assessment System Parameters Maintenance ASO11EA A Assessment System Parameters Maintenance Administrative Access Maximum Tab Pages z Do not allow a new ITP unless this number of days has passed since the last ITP expired 4 Other Generic Med ID aj Enable Attachments Default Date of New Assessments to Today lel E War if Diagnosis Review is added out of order For Treatment Plans with Active Objectives without assigned Interventions fi Ignore For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date l Ignore v Unplanned Services v Must be tied to at least one Objective Days Notify of PGO Target Dates in the next Do Not Allow Progress Noting of Interventions with Inactive Service Codes Warn if Intervention is not Authorized 10 Do Not Warn Y Entry of Progress Notes without Final Approved ITP TP a Allow with No Warning Perform Required Validation on Assessment Save Print Options Time Format to Print on Forms lt Undefned Print Medicaid on Forms Print Staff ID on Progress Notes Print Printed On Date on Forms Header Print Client s Dat
71. e list of available stand alone Tables should be reviewed to determine those that may need to be added to the Menu Assessment System Parameters Maintenance r Used to manage settings that control the behavior of the Assessment Product Client Table Types Maintenance o The Client Table Types Maintenance View is where restricted versions of Multiple Entry Windows MEWS are created and the columns that display on screen are defined The initial installation of the Assessment Product includes the required Client Table Types Maintenance setup Additional setup is covered during Advanced WYSIWYG training and a detailed description is provided in the Advanced WYSIWYG Training Manual Discussion The Anasazi Assessment Product provides functionality to add Clients to the system and to capture demographic and clinical Assessments through the Client s episode of care While the actual content of Assessments varies by customer the Assessment Product automates the collection of information during the clinical intake and assessment processes A common intake and assessment process could include Assessments for Screening Clinical Eligibility Intake Ongoing Reviews Quality Assurance Chart Management Referral Transfer and Discharge Assessments are completed online electronically signed and stored in an electronic medical record format The Assessment Product includes the WYSIWYG View which offers center level functionality to create an
72. e of Birth on Progress Notes Print Final Approved On Date on Assessment TP ITP Header Print Signature Line Time on Progress Notes Print services for Multi Service Progress Notes in report style format Print Service Stop Time on Progress Notes Service Duration format to print on Progress Notes Undfineb v El Save XJ Exit The Service Duration format to print on Progress Notes field is required and can be set to H Hours and Minutes e g for a service that is 1 hour and 15 minutes prints as 1 15 in the Duration column and 1 Hour 15 Minutes prints to the Total Server Time field or M Total Minutes e g for a for a service that is 1 hour and 15 minutes 75 prints in the Duration column and 75 Minutes prints in the Total Server Time field Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 32 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL VIEWS Client Chart Figure 12 Client Chart A Client Chart Administrative Access EN wm e I D FD V UO v c Client m Case Number Form Type zi 4 gt Date l Home Page Folder Nothing to Display When the Client Chart is launched if no Client is selected or a Client is selected who does not yet have a Treatment Plan Interim Treatment Plan or Interim Service Log a single Tab Page displays as Home Page Fol
73. e on If the Scheduled Client Action Type is Assessment the Notification displays as red bang the Sequence of the Scheduled Client Action Assessment Due on the Due Date of the Client Action the name of the Assessment and the ID of the Action Schedule Template Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 6 ANASAZI P Cnr SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL Privacy Note This Notification only displays if the Logged In Staff has COT Access to the Assessment Assessment Page Due on If the Scheduled Client Action Type is Assessment Page the Notification displays as red bang the Sequence of the Scheduled Client Action Assessment Page Due on the Due Date of the Client Action the name of the Assessment Page and the ID of the Action Schedule Template Privacy Note This Notification only displays if the Logged In Staff has COT Access to the Assessment Page ISL Due on If the Scheduled Client Action Type is an Interim Service Log the Notification displays as red bang the Sequence of the Scheduled Client Action ISL Due on the Due Date of the Client Action the name of the ISL and the ID of the Action Schedule Template Privacy Note This Notification only displays if the Logged In Staff has COT Access to the ISL ITP Due on If the Scheduled Client Action Type is an Interim Treatment Plan the Notification displays as red
74. eatment Sessions and Assignments for all Clients May not add Treatment Sessions and Assignments for Clients or May only add Treatment Sessions and Assignments for Clients on the Staff Member s Caseload Homepage The buttons for Client Treatment Sessions Maintenance are shadowed if the Staff Member does not have Menu Access to the Client Treatment Sessions View The buttons for Client Assignments Maintenance are shadowed if the Staff Member does not have Menu Access to the Client Assignments View Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 10 ANASAZI P Cnr SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL If the Staff Member has rights to add Assignments and Treatment Sessions for all Clients then the Staff member s normal Client Access is overridden when adding Treatment Sessions and Assignments That is a Clients Name or Case Number may be entered directly into the Client field on the Client Chart to access a Client who is not on the Staff Member s Caseload However the Clients Lookup Dialog still only displays Clients according to the Staff Member s Client Access Once a Client is selected in the Client Assignments Maintenance View only Assignments to Unit SubUnits to which the Staff Member has access are displayed Client Assignments Maintenance When accessing Client Assignments Maintenance from the Client Chart View or the Clinician s Home
75. ed and is selected from the Problem Lookup shown on the next page Once a Problem has been selected default Text for the Problem as defined in the PGOIs Table displays but may be edited The Text button displays the Client Prospective Problem Standard Text Lookup from which default text that has been established in the Standard Text Table for Problems can be selected to be added to the text field to aid in completing the narrative Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 49 ANASAZI P 6 0 F T WARE ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Cont d Figure 30 Problem Lookup Problem 2 Basic Needs Unmet 3 Caregiver Abuse or Neglect 4 Education 5 Emotional Behavioral 6 Family Financial 8 Intimate Relationships 3 Legal The Problem Lookup displays active Problems The Problem list can be filtered by Problem Group by selecting an option in the Group field Note that the Clinical Staff at your Center have developed the Problem List to reflect the clinical philosophy of your Center Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 50 ANASAZI P SOFTWARES ASSESSMENT PRODUCT Views USER MANUAL Client Pre Intake Dialog Figure 31 Client Pre Intake Dialog Client Pre Intake Client CLIENT TEN 1010 Status Initial
76. edication Products Table r If the Medication MEW or Medication Module is implemented Medication Units Table r If the Medication MEW or Medication Module is implemented Offense Types Table r If the Legal MEW is implemented or an Assessment question uses the Table Pharmacy Drugs Table r If the Medication MEW or Medication Module is implemented This Table is used to manage entries for medication product names and associate them to generic medication names SMI SED at Risk Statuses Table r If an Assessment question uses the Table Treatment Plan Product Setup Views PGOls Table Problem Goals Objectives and Interventions r Strengths Table o Problem Groups Table o Standard Text Table o Assessment Treatment Plan Types Table o Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 2 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL Assessment Product Setup Views Assessment Tables r Some Tables used by the Assessment and Treatment Plan Product are accessible via a Menu e g Referral Source Types Table and are referred to as stand alone Tables while other Tables are accessible via the Assessment Tables View The Tables in the Assessment Tables View are linked to Question objects in the WYSIWYG Design View ASO59EA When a Question object in WYSIWYG is linked to a Table not found in this View of Assessment Tables th
77. ems Goals and Objectives with a R Resolved Status as defined in the Treatment Plan are excluded from printing f the Exclude Referred Problems Goals and Objectives field is active the Problems Goals and Objectives with a X Referred Status as defined in the Treatment Plan are excluded from printing Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 38 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Print Assessment Treatment Plan Cont d Figure 19 Print Assessment Treatment Plan Dialog Print Assessment Treatment Plan C Current Page C Ask Each Page Print Diary Print InActive Diagnoses Print Text for Treatment Plan Only Print Active Problems Goals and Objectives Exclude Deferred Problems Goals and Objectives Exclude In amp ctive Problems Goals and Objectives Exclude Resolved Problems Goals and Objectives Exclude Referred Problems Goals and Objectives If the Print on Billings field is active in Staff Maintenance Staff Credentials print on Progress Notes and Assessment Forms f the Print Staff ID on Progress Notes field is active in Assessment System Parameters Maintenance the Staff Member s ID prints next to the Staff Member s name on Progress Note signature lines Individual Group Multi Service Narrative and Informational Progress Notes f the Print services for Mult
78. f the Activate Category of Treatment Control field is inactive in Security Parameters Setup The left and right Arrow buttons display the Previous Treatment Plan or Next Treatment Plan A checkmark appears next to the Next Treatment Plan icon when an Interim Service Log Interim Treatment Plan or Treatment Plan that has a date span that overlaps the current date is selected The Date fields display the beginning and ending dates of the selected Assessment or Treatment Plan Once a Client is selected the Clients Home Page Folder displays The most recent Treatment Plan displays for the selected Client regardless of the Client that has focus on the Clinician s Homepage f a Face Sheet has been specified in the Preferences Dialog an additional Tab Page titled Face Sheet appears with information regarding the selected Client Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 54 ANASAZI p ASSESSMENT PRODUCT Views USER MANUAL Clients Lookup Figure 35 Clients Lookup Clients Lookup SotName Case Number S E DOB SSN Primary Unit _ Primary Sunt ExtCase SAI ELEVEN 04 15 1945 76 77 6654 100 1010 a FIVE 02 04 1965 435 90 3948 100 1010 FOUR W 08 12 1850 456 90 1254 100 1010 NINE w 12 22 1870 76544 3343 100 1010 ONE 12 05 1986 465 58 9652 100 1010 SEVEN 06 30 1963 453 30 2093 100 1010 SIX w 01 07 19
79. filtered to display Current Medications Only or All Medications by selecting the appropriate radio button Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 94 ANASAZI P 6 0 ET WARE ASSESSMENT PRODUCT Client Profile Views USER MANUAL Show Client Medications Cont d Figure 75 Show Client Medications AS2134EA A Show Client Medications Administrative Access Client Sort Name ull 0 Unidentified SAI SK Clear Start End Est Medication s 4 zl Current Medications Only All Medications Recorded Prescr Ordert 0 0 Type Strength Dose Form Route Sig Addtnl Instruct Staff Dispense Qty Refills Renewal Discontinued g Pint X Exit The Recorded date is the date on which the medication record was recorded in the Doctor s Homepage The Presc Order is the Prescription Order number of the medication record The Type field displays the medication record type Prescription Med Order Pre Exist Med or Client Instruct The Strength field displays the medication strength The Dose Form field displays the dose form of the medication The Route field displays the medication route Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 95 ANASAZI P 6 0 ET WA
80. formulation of treatment protocols The completion of automated Assessments supports the development of a Client Problems List through the linkage of questions on the Assessments to the Problems List in the PGOls Table Additionally responses to questions can be collected and readily viewed as Client Progress Indicators for a Client s progress during treatment Assessments and the Client Problems List build the foundation for the automated Treatment Plan The Clinician s Homepage provides Caseload management support by displaying the Clinician s active Caseload with automated Notification of tasks to be completed User definable Help Text can be incorporated into Assessments to provide on line support to Clinicians during the completion of Assessments Setup The following Anasazi Central and Assessment Tables and Views are used throughout the Assessment process required Tables Views are designated as r and optional views as o Field definitions for each of the Anasazi Tables can be found in the Anasazi Products Tables Manual The Treatment Plan Setup Views can be found in the Treatment Plan Product User Manual The Assessment Setup Views may be found in the Setup section of this manual Anasazi Central Setup Views Action Schedule Templates Table o Axis IV Diagnosis Table r Categories of Treatment Table r If Categories of Treatment are activated in Staff Maintenance in Anasazi Central Diagnosis Classes Table o Dia
81. ge 91 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Diary of Changes Page Figure 72 Diary of Changes Tab Page A Client Chart Administrative Access HBRAOHSEE Su OFY sSt e Client CLIENT TWO m Case Number 1002 Form Type Training Assessment sl Date 10 20 2008 Diary of Changes 10 20 2000 01 00 PM SERVER ONE Electronically Signed Recorded at 10 20 2008 08 354M 10 20 2008 02 00 PM SERVER TWO MD Electronically Signed Recorded at 10 20 2008 08 34AM Logged in as SERVER ONE 10 20 2008 03 00 4M SERVER TWO MD Electronically Signed Recorded at 10 20 2008 08 34AM Logged in as SERVER ONE The Diary of Changes Page Records an Assessment s history of being updated viewed or printed Each entry displays the date and time for which the entry was made the Staff associated with the entry the action that triggered the entry and the Comments recorded in the Diary Entry for Save Final Approval Dialog that appears when an Assessment is saved shown on the next page Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 92 ANASAZI p SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Diary Entry for Save Final Approval Dialog Figure 73 Diary Entry for Save Final Approval Dialog Diary Entry for Save Final Approval fi 0 21 2008 rz PM SERVER ONE The Date field displays the
82. gnature The Client Signature Line on the Assessment Page is date and time stamped and the radio button is set to Yes Note a previously signed Page can be un signed by changing the Client Signature Line radio button from Yes to No or N A This deletes a saved Client signature In cases where a Parent or Guardian signs on behalf of a Client the Client Signature Dialog includes a field for indicating that the Assessment Page was Signed on behalf of the Client as well as a free text field that allows for entering the name and relationship if desired of the signer ASCII 60 The Staff who attested to the signature of the Client field displays the name of the Staff who saved the Client Signature Clicking the Signature Pad button on a Page that has been signed through a Signature Pad Device displays the Signature Pad Dialog Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 75 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Cont d Figure 56 Client Signature Dialog The Save button prompts for the Staff password and then saves the Client signature The Refresh button refreshes the client information on the Signature Pad Device clears any entries in the Client Signature Dialog and clears the signature from both locations if present The Delete button deletes
83. gnosis Codes Table r Diagnostic Impressions Table 0 Document Types Table o Drug Classes Table r If the Medication MEW or Medication Module is implemented This Table should be populated with broad categories of medication Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 70163 Page 1 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL Drug Families Table r If the Medication MEW or Medication Module is implemented This Table should be populated with Drug Families which are defined as categories within a Drug Class Drug Manufacturers Table r If the Medication MEW or Medication Module is implemented This Table is used to manage Drug Manufacturers which can be associated to medications via the Pharmacy Drugs Table Drug Use Frequencies Table r If the Drug Use MEW is implemented or an Assessment question uses the Table Drug Use Methods Table r If the Drug Use MEW is implemented or an Assessment question uses the Table Drug Use Types Table r If the Drug Use MEW is implemented or an Assessment question uses the Table Generic Drugs Table r If the Medication MEW or Medication Module are implemented or an Assessment question uses the Table Medication Forms Table r If the Medication MEW or Medication Module is implemented Medication Frequencies Table r If the Medication MEW or Medication Module is implemented M
84. he format that they were originally imported as Routing Attachments The Routing Attachments functionality accommodates the routing of paper documents to a central location to be scanned As with scanning Tagging Information is captured but the document is not immediately Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 16 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL scanned Rather a unique Control Number is affixed to the document and when the document is centrally scanned the Control Number is used to link the document to the appropriate Tag There are two methods for obtaining a unique Control Number for documents that are accommodated Automatically generate a unique Control Number from a system counter The Control Number would then be affixed to the document to be scanned in one of two fashions Hand written on the document or on a label to be affixed to the document or Printed on a cover sheet to be affixed to the document With this approach the cover sheet will include the unique Control Number as well as the Tagging Information to aid in confirmation when the document is centrally scanned In addition a bar code could be used to support bulk scanning requirements Using pre printed labels with unique Control Numbers In this case the Control Number from the pre printed label is entered at the time the Tagging Information is entered
85. i Service Progress Notes in report style format field is active in Assessment System Parameters Maintenance the details of each Service print on a single line rather than within individual boxes Assessment Forms printing is sensitive to the Staff s Access Level to the Assessment Product If the Staff s Access Level is not Clinical responses to Questions marked as Clinical will not print nor will any Client MEWs For field responses that are not checkboxes or radio groups a string of characters that look like arrows will print For checkbox fields a completely filled in checkbox will print instead of an empty one or one with an X in it Radio button fields will print with all choices completely filled in Once selections have been made and the OK button clicked the standard Anasazi Products Print Destination Dialog appears For information on the Print Destination Dialog see the Anasazi Products Navigation Guide Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 39 ASSESSMENT PRODUCT USER MANUAL ANASAZI P SOFTWARE Views Select Page to Add Figure 20 Select Page to Add Dialog Select Page to Add Comprehensive Assess C A 124 Comprehensive Intake Assessmnt DD MR Services Eligibility Demographics Form Developmental History Diagnosis MA Supplement Diagnosis Review Diagnosis Review Employabilities Profile 1 Employabilities Profile 2 id
86. ialog Diary of Access Tab Page r Client Information Tag SotName ENE y TOOT W Cla 2 Retesh r Tags Tagtt Date Type Title Source ReltedAsm TP Asmt TP Date Status 4 aj 203 15 2010 LEGAL 303 15 2010 LEGAL Sample Legal Document Title r Primary Filters Status ic Attached Unattached Voided All W Filters Q Find Details Diary of Access qj Details Date Time ___ Event Type Staffld SotName Network User Name Windows PC Name IP Address B l 03 11 2010 03 58PM ED Edit Tag 1 SERVER ONE hblissit 5358TB1 172 16 100 14 03 11 2010 03 58PM ED Edit Tag 1 SERVER ONE hblissit 5358TB1 172 16 100 14 03 15 2010 11 53AM M Import 1 SERVER ONE hblissit 5358TB1 172 16 100 22 03 15 2010 11 53AM DI Display 1 SERVER ONE hblissit 5358TB1 172 16 100 22 Diary of Access Filters Event Type None By Staff al Dates From i a thru A 3 i Filter S gt Scan Document QH Import Export Document 2X Void Document x Vili Document Save X Clear X Delete amp Print xj Exit The fields in the Diary of Access Filters container can be used to filter the Diary of Access records that are displayed by Event Type By Staff Dates From Dates thru Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 90 ANASAZI P
87. ient Treatment Sessions launches the Client Data Product Client Treatment Sessions Maintenance View see the Client Data Assignments Manual for information on this View Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 36 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Client Chart Cont d Required Validation Message Boxes Figure 16 Required Entries Found Message Box Required Entries Found X J Demographics Required Entries First Name is Required Figure 17 Required Validation Successful Dialog Information X 1 Required Validation Successful Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 37 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Print Assessment Treatment Plan Figure 18 Print Assessment Treatment Plan Dialog Print Assessment Treatment Plan C Current Page C Ask Each Page Print Diary Print InActive Diagnoses Print Text for Treatment Plan Only Print Active Problems Goals and Objectives Exclude Deferred Problems Goals and Objectives Exclude In amp ctive Problems Goals and Objectives Exclude Resolved Problems Goals and Objectives Exclude Referred Problems Goals and Objectives OK Cancel The pages to be printed are specified by selecting the appropriate radio button All Pages Current P
88. ion does not exist for the Service being Progress Noted The Entry of Progress Notes without Final Approved ITP TP field designates whether or not Progress Notes can be entered if the associated Interim Treatment Plan ITP or Treatment Plan TP is not Final Approved and can be one of the following A Allow with No Warning P Prevent or W Allow with Warning Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 27 ANASAZI P SOFTWARE ASSESSMENT PRODUCT USER MANUAL Setup Assessment System Parameters Maintenance Cont d Figure 7 Assessment System Parameters Maintenance ASO11EA A Assessment System Parameters Maintenance Administrative Access i ICE xi Maximum T ab Pages z Do not allow a new ITP unless this number of days has passed since the last ITP expired 4 Other Generic Med ID all Enable Attachments Default Date of New Assessments to Today War if Diagnosis Review is added out of order For Treatment Plans with Active Objectives without assigned Interventions Ignore v For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date Ignore v Unplanned Services v Must be tied to at least one Objective Days Notify of PGO Target Dates in the next Do Not Allow Progress Noting of Interventions with Inactive Service Codes Warn if Intervention is not Authorize
89. is the Client s county of residence The Client Type selection can be Client Non Client or Generic Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 58 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Client Chart Figure 39 Client Chart Lookup Client Chart Lookup Type atte Revision Date End Date Status 4 zi C Assessments Treatment Plans All C Pending FinalApproved All Voided Prior Revisions Revise Review Modify Dates Print Add Preview Void Show Find OK Cancel Type Category of Treatment Preference Signed by Clear The Client Chart Dialog displays the Assessments and or Treatment Plans that have been developed for the selected Client including the following information Type the Assessment or Treatment Plan Type Date the Assessment or Treatment Plan Date Clicking the Date column heading reverses the sort order The sort order is persistent within the session e Revision Date the Revision Date of Treatment Plans only End Date the End Date of Interim Service Logs Interim Treatment Plans and Treatment Plans Status the Assessment or Treatment Plan Status Only Assessments only Treatment Plans or both Assessments and Treatment Plans can be displayed by selecting the Assessments
90. le Views 0 000 ccc RR rns 21 Show Client Medications 0 00 c cette eee ee 21 MUN OS icecream peer ea eee E Pek eee te O eaters 21 Reset Assessments na wean daceoa ee een tida Pade aa weed eho a dee ee RUE ed eS 21 Setup ec eres te ea cae E owt eee eee ee eee UU tet E 22 Assessment Tables isc vp ict RR eet ods Re RR EE Ruine ANER be dh ga aUe 22 Assessment System Parameters Maintenance 0 000 ccc teeta 25 VIOeWS fc sete delete Serene Geta e eR EU RR ANE RENE EE eee ree acd eee 33 eue m E C 33 Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page i ANASAZI P SOFTWARE ASSESSMENT PRODUCT Table of Contents USER MANUAL Required Validation Message Boxes 2 0 cece teens 37 Print Assessment Treatment Plan 0 00 0c eee ae 38 sel ct Page to Add 2i de lee eeu Ree bee gos Ro RAT he eels Moe oe RN cca 40 Preferences 3 deus eee ee a a cee NG Pe ee dd dade aed one eed 41 Select Requested Assessment 0 0 00 ccc eee n 42 Client Progress Indicators 00 c cet 44 Prospective Strength and Problem Dialog 000 ccc eee eee teens 46 Client Pre Intake Dialog lsssiseseeee RR RR IIR f hr 51 HIPAA Privacy Dialog 2 d putt nega Rt aN ein RE ee Ree ee oe CR 52 Selecting a Client and Assessment Treatment Plan 0 000 cece eee eee 54 Clients Eook p rrira crx eno ERU peces Roa des ale a ERR E o
91. maintain a history associated with the type of information being captured There are nine types of Multiple Entry Windows Alias Diagnosis Drug Use Education Family Relationships Immunization Legal Medication and Treatment Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 4 ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL Client Chart The Client Chart is the View from which a Clients Assessments and Treatment Plans are managed Information on the Client Chart is included in the Views section of this manual Clinician s Homepage The Clinician s Caseload appears on the Clinician s Homepage Additionally the Clinician s Homepage provides Clinicians with the following Notifications for each of the Clients on their Caseload Routinely scheduled Assessment due One time Assessment requested Assessment or Progress Note requires signature Unplanned service provided Treatment Plan Target follow up date approaching past Client Action due Notifications If there is at least one Notification for a Client the Client is preceded with a red bang Notification or a blue bang which indicates an Alert As detailed in the Security section Foreign Clients are always preceded with a red bang Notification Types I Form Pending Final Approval red bang If a Client has a Form that is not yet Final
92. mount that is permitted in this field depends on the setting in the Max days to keep Client on Homepage when Breaking the Glass field in Security Parameters Setup for information on this view see the Anasazi Products System Administrator Manual Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 70 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Figure 51 Signature Groups A Client Chart Administrative Access A E ro zi amp nE tu dH t Ga Client CLIENT TWO Ei Case Number 1002 Form Type Training Assessment Date f 0 20 2008 Training Assessment Training Assessment Emergency Services Diary of Changes Multiple Selection Window Medical Condition Add ET Narrative Text Response Recommendations for Further Treatment Signature of Staff Obtaining Information Noo Date Time Ye No Clinical Supervisor if required Name EET Professional Desc Date a Tme C Yes No C NAA Data Entered By if different from above C Yes No C N A To consider an Assessment completed it must have an appropriately Credentialed or Non Credentialed signature and Final Approval A required signature will have a Yes and No option whereas a non required signature will also have N A Signatures that require Credentials are displayed in dark pink At least one Sign
93. n Name UA Rate 7777 Time E08 Yes 6 No C NA Signature of Staff Entering Information if different from above Name ef Dat a Time Yes 6 No C NA Name CLIENT THREE Date m Tme C Yes No C N A When the Signature Pad icon is clicked the Client Signature Dialog appears provided a Signature Pad Device is attached to the computer If a Signature Pad Device is not attached the Dialog appears but indicates Signature display unavailable Staff who do not have a Signature Pad Device connected to their computer may still view and print a saved Client Signature Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 74 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Cont d Figure 55 Client Signature Dialog Client Signature Dialog Oto Signed on behalf of the Client Person who signed on behalf of the Client Staff who attested to the signature the Client fish X lt Delete SK Clear x Ext When the Signature Pad icon is clicked a blank Client Signature Dialog appears As the Client enters their signature on the Signature Pad it is displayed to the Dialog Once the Client or Parent Guardian has completed the signature and has deemed it acceptable Staff will click the Save button and enter their password at the prompt This saves the signature and serves to attest to the si
94. n the Latency Period specified in the Assignment Close Latency Days field in Security Parameters Maintenance described in the Anasazi Products System Administrator Manual or a Member of the Assignment s indicated Treatment Team at any point within the Latency Period Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 9 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL Clients who have a Closed Assignment that was closed within the Latency Period for which the Selected Staff was the Server at any point within the Latency Period or a Member of the Assignment s indicated Treatment Team at any point within the Latency Period Foreign Clients not on the selected Staff s Caseload will always be preceded with a red bang as They may appear on the Clinician s Homepage for one or more of the following reasons Form Pending Final Approval Foreign Clients who have a Form that is not yet Final Approved for which the selected Staff is a signer on the Form for Assessments ISLs ITPs and TPs this only applies if the Logged In Staff has Category of Treatment COT Access to the Assessment Glass Broken Foreign Clients for the selected Staff for whom the Glass has been broken These Clients display with glass broken appended Pre Intake Foreign Pre Intake Clients for the selected Staff Note Pre Intake Clients display with Pre Intake
95. nattached C Voided All W Filters Q Find Details Diary of Access qj Details Date Time EventType Staffld Sort Name Network User Name Windows PC Name IP Address B 03 11 2010 03 58PM ED Edit Tag 1 SERVER ONE hblissit 5358TB1 172 15 100 14 03 11 2010 03 58PM ED Edit Tag 1 SERVER ONE hblissit 5358TB1 172 15 100 14 03 15 2010 11 53AM M Import 1 SERVER ONE hblissit 5358TB1 172 16 100 22 03 15 2010 11 53AM DI Display 1 SERVER ONE hblissit 5358TB1 172 16 100 22 Diary of Access Filters Event Type None By Staff aJ Dates From E zJ thru AEA 3 i Filter Z gt Scan Document QH Import Export Document 2X Void Document X Vidw Document Save KClear X Delete amp Print x Exit The Diary of Access Tab Page contains information about who accessed the selected record and includes the Date Time Event Type Staff ID Sort Name Network User Name Windows PC Name and IP Address The Details button is available if the selected Event Type for the event selected in the Diary of Access container is ED Edit Tag and displays the Document Diary Details Dialog Otherwise this button is shadowed The Details button displays the Document Diary Details Dialog shown on the next page Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 88 ANASAZI p SO fTMWARE ASSESSMENT PRODUCT Views USER MA
96. ning importing and exporting documents via the Client Attachments Dialog 3 Delete allows for adding and deleting Tags deleting Tags without attached documents as well as scanning importing and exporting documents via the Client Attachments Dialog Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 17 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL 4 Admin allows for adding and editing Tags deleting Tags without attached documents voiding Tags with attached documents as well as scanning importing and exporting documents via the Client Attachments Dialog Help Text Help Text that is user definable can be entered and displayed for all questions as well as text lines on an Assessment page Diary of Changes Diary of Changes pages may be added to Assessments to capture a history of on line access to an Assessment Each entry on the Diary of Changes Page displays the following information the date and time for which the entry was made the Staff Member associated with the entry the action that triggered the entry and any comments that were recorded regarding the Diary entry Following are the actions that cause an entry to be made to the Diary of Changes Editing Voiding Revising Final Approving an Assessment A comments field is required if changes are made to the Assessment If no changes are made the comments are optional and the sys
97. ns Administrative Access Client Sort Name PTT 0 Unidentified SAI SK Clear Start End Est Medication s 4 z Current Medications Only All Medications Recorded Prescr Ordert 0 0 Type Strength LLL LLL Dose Form ed Route E aa SEY Addtnl Instruct Stats FO Dispense Qy Refills a Renewal J Discontinued amp Piint X Exit The Staff field displays the Sort Name of the Staff who entered the medication into the Doctor s Homepage The Dispense Qty field displays the quantity and dose form of the medication The Refills field displays the number of refills for the medication f the Renewal field is active the record is a medication renewal fthe Discontinued field is active the medication has been discontinued The Print button displays the standard Anasazi Print Destination Dialog from which the selected medication can be printed to the Screen Default Printer Other Printer VPE File or Text File Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 97 ANASAZI SOFTWARES ASSESSMENT PRODUCT Client Profile Views USER MANUAL Show Client Medications Cont d Figure 78 Show Client Medications Print Sample AS2134EA CLIENT MEDICATIONS Client Name CLIENT ONE 1001 Admitted SAI SERVER FOUR QMHP Print Date 03 02 2010 Time 14 27 INCLU
98. nt may be selected but the Client Lookup will nonetheless be constrained as normal If the selection to the Except the Staff field in Menu Group Maintenance is O May only add Treatment Sessions and Assignments for Clients on the Staff Member s Caseload Homepage Clients may be selected that would not ordinarily be allowed to be selected that are on the Staff s Caseload subject to latency or that would appear as a Foreign Client on the Staff s Homepage When launched from the Client Chart View or the Clinician s Homepage View without a passed Client the Client Treatment Sessions View is launched in the normal fashion If a Client is passed the Client Treatment Sessions View is launched with that Client displayed This circumvents the normal Client Access control In all cases if a Client is selected that would not normally be allowed to be selected the list of Treatment Sessions will display but the Edit and Delete buttons will be shadowed Pre Intake Before an Assignment is opened for a new Client or for a Client that was previously closed the Client is not displayed on any Clinician s Homepage Clients are generally initially entered into the product through a Pre Intake Process which is typically performed by a defined set of Pre Intake Workers potentially at a defined set of Units SubUnits Staff Members who are considered to be Pre Intake Workers are designated as such in Staff Maintenance Staff Members may
99. ocument feeder Bulk scanning is applicable to two scenarios 1 a Center that has a large volume of centralized scanning and 2 scanning historical documents i e converting all paper charts to electronic media Further bulk scanning implies that the documents to be scanned have Tagging information affixed preferably bar codes With this approach the scanner and the related software can automatically detect separate and appropriately file the various documents Importing Documents Documents that have been received via electronic media e g e mail can be imported As with scanning Tagging information is captured and retained with the resulting Attachment Following are the supported formats for importing Animated GIF Graphics Interchange Format BMP Standard Windows Bitmap Format CUR Microsoft Windows Cursor CUT Dr Halo Dr Genius Clipboard Format DDS Microsoft Direct Draw Surface Format DIB Standard Windows Bitmap Format EMF Enhanced Windows Metaformat EXIF Exchangeable Image Format EXR OpenEXR Format FAX G3 RAW Group 3 Fax Format GIF Interlaced GIF Graphics Interchange Format HDR High Dynamic Range Format IFF Interchange Format ICO Icone Format J2K J2C PPEG 2000 Codestream JBG JBIG Joint Bi level Image Experts Group JIF JFIF JPEG File Interchange Format JNG JPEG Network Graphics Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW
100. od ERR CR Da cd 55 Ener Edt CIGN sare aa I pU 57 Glem OCHart face rT 59 Add Client Assessment Treatment Plan 00 00 c cette eee 61 Assessment Treatment Plan Types Lookup 0 0 0 0 eae 62 Clinician s Homepage 20 mmn 63 Assessment Signatures 0 00 ccc eee eens 71 Document Management 20 000 eens 78 Help Text risda Eb as bae atu oes fe NER S Wee ERR RUE es beanie 91 Diary of Changes Page lssssesssesesl ern 92 Diary Entry for Save Final Approval Dialog ssslleeesles II 93 Client Profile VIeWS 2 1 RR T RR RIDERE eee ence ged amp URS ERROR Rede tae eer dn 94 Show Client Medications ssssssseeeee hn 94 Bull 99 Reset Assessments riers d aar 2h db ek e AN REG ek RUE Rue P Purple UE PECES RR 99 Index ociusnE dene ee hsmdeenes dub uu ducis dette Cates 100 Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page ii ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL THE FLYING TOUR The Anasazi Software Assessment Product automates the clinical processes of intake assessment and client progress indicators as well as provides automated support for Caseload management During the intake and assessment processes Clinicians complete Assessments on line to capture clinical information used for case disposition and the
101. of the Client Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 57 ANASAZI P SOFTWARES ASSESSMENT PRODUCT Views USER MANUAL Enter Edit Client Cont d Figure 38 Enter Edit Client Dialog Enter Edit Client Sort Name _ SSI Case Number 0 or blank for Auto Assign m Last Name ELE First Er MI I j DOB SocSect sEthnicty jse l ad Address CO Home Phone City i O B Work Phone Address County i m Residence County B Client Type Client NonClient Generic Save Add Cancel The Address can be a maximum of 30 characters in length and is the Client s street address The City can be a maximum of 20 characters in length and is the Client s city The adjacent field can be 1 to 2 characters in length and is the Client s state of residence The next field is selected from the Select Zip Code Dialog and is the Client s Zip Code The Home Phone can be a maximum of 12 characters in length in the format XXX XXX XXXX or XXX XXXX and is the Client s home phone number The Work Phone can be a maximum of 12 characters in length in the format XXX XXX XXXX or XXX XXXX and is the Client s home phone number The Address County is selected from the Select County Dialog and is the Client s address county The Residence County is selected from the Select County Dialog and
102. okup if open Otherwise the Add Assessment Treatment Plan Algorithm continues Otherwise the Add Assessment Treatment Plan Algorithm continues Add Page Algorithm The test below occurs after the test for existing Non Final Approved Pages when the Multi Open OK field for the Page is inactive in the Enter Edit Page Dialog accessed via WYSIWYG where multiple pages with the same Page ID cannot co exist in a Non Final Approved status at the same time When adding a Page if the Warn if Diagnosis Review is added out of order field is active in Assessment System Parameters Maintenance Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 20 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL f the Page record being added is a Diagnosis Review Page and a Non Final Approved Assessment record already exists that contains a Diagnosis Review Page the following Confirmation Dialog presents e lt Client gt has a Non Final Approved Assessment dated Assessment Date that contains a Diagnosis Review Page Continue with potential out of sequence addition of Assessment Page e If Yes is selected the Add process continues Otherwise focus is returned to the Assessment Treatment Plan without adding the Page e Otherwise if the Page record being added is a Diagnosis Review Page and a Non Voided Final Approved Assessment record already exists that
103. ookUp ID Selec onlit tategoy 4 Sort Order LookUplD Selection List Category Q Find X Delete NK Clear Data for Category 1 Description Sequence ActiveFlag a i Sort Order D C Description Display Active C Inactive C All Immediately after launching this View a Sort Order should be selected so as to avoid the accidental editing of data in the field where focus defaults Sort Order options for the Categories container at the top of the View are by LookUp ID Selection List or Category Sort Order options for the Data for Category container at the bottom of the View are by ID or Description Anew entry can be created in both the upper Categories container and the lower Data for Category container of the View by placing focus in the next available empty row It is recommended that Staff practice with Assessment Tables in an alternate environment Test Train Test2 Test3 prior to completing work in the Live environment to become familiar with the entry process Entries in this Table in both the upper Categories container and the lower Data for Category container of this View are saved by tabbing completely through the line since each selection is a Grid entry type Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 22 ANASAZI P SOFTWARE ASSESSMENT PRODUCT
104. opriate or it does not update the Client s Action Schedule because the system cannot reasonable determine what is appropriate When the Audit Flag is set for a Client only the Action Schedule Audit Pending Notification displays on the Clinicians Homepage no other Client Action Notifications display Note the Client Schedule Audit Flag is cleared via the Client Action Schedules Maintenance View Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 7 ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL Notes about Client Action Notifications on the Clinician s Homepage When an Assessment Assessment Page ISL ITP or Treatment Plan Client Action Notification is double clicked on from the Clinician s HomePage the Client Chart is launched for the selected Client with the Client Chart Lookup displayed Note launching is disabled if e Running in Network Mode and the Client is currently Checked Out to a laptop e Ifthe Client Chart is already displayed and another Client is selected and not in Home Folder Mode i e the Logged In Staff is in the middle of doing something with another Client When a Client Financial Review Client Action Notification is double clicked on from the Clinician s Homepage the Client Financial Review is launched as if it was launched from the menu All Scheduled Client Action Notifications except for the Action Schedule Audit
105. ows MEW and Selection List Responses Substance Use History Substance Prionty Age lst Freq Ever Hosp Route Add Delete Show Checklist Responses Demonstrates Consequences of Substance Abuse in SMI The Final Approve Assessment or Treatment Plan icon on the Tool Bar Final Approves the Assessment e Note Diagnosis Assessments any Assessment Page in which the DIAG Review Type has been linked via WYSIWYG may not be Final Approved unless all Diagnoses Axis I IV are active at the time of Final Approval Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 70163 Page 73 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Cont d Figure 54 Client Signatures Signature Pad A Client Chart Administrative Access CE x ju B8t vwi amp e nE m bt esc Client CLIENT THREE ES Case Number 1003 Form Type Trainir g Assessment Date 10 28 2008 Training Assessment Training Assessment Emergency Services Diary of Changes Hygiene Health Problams Social Difficulties Social Isolation i Prostitution Legal Problems Medical Information Short Text and Check Box Responses Personal Physician DR SMITH Phone Number 800 908 8786 Date of Last Physical Date Estimated Case Disposition Narrative Text Recommendations for Further Treatment J H Signature of Staff Obtaining Informatio
106. page the following applies The Add button is shadowed if the selection to the Except the Staff field in Menu Group Maintenance is N May not add Treatment Sessions and Assignments for Clients The Add button is shadowed if the selection to the Except the Staff field in Menu Group Maintenance is O May only add Treatment Sessions and Assignments for Clients on the Staff Member s Caseload Homepage if the selected Client is not on the Staff s Caseload subject to latency nor would appear as a Foreign Client on the Staffs Homepage If the selection to the Except the Staff field in Menu Group Maintenance is A May add Treatment Sessions and Assignments for all Clients any Client may be selected but the Client Lookup will nonetheless be constrained as normal If the selection to the Except the Staff field in Menu Group Maintenance is O May only add Treatment Sessions and Assignments for Clients on the Staff Member s Caseload Homepage Clients may be selected that would not ordinarily be allowed to be selected that are on the Staffs Caseload subject to latency or that would appear as a Foreign Client on the Staff s Homepage When launched from the Client Chart View or the Clinician s Homepage View without a passed Client the Client Assignments View is launched in the normal fashion according to access rights However if a Client is passed the Client Assignments View is launched with that Client displayed
107. r USER MANUAL Name of Assessment has been Final Approved Final Approved on date red bang CA Customers When an Assessment of the type entered in the Diagnosis Notification Assessment field on the Main 1 Tab Page of California System Setup is Final Approved The Notification appears on the Homepage of each Staff Member for each Assignment that is open for the Client at the time the Assessment is Final Approved The Notification is cleared by double clicking on the Notification from the Homepage For example Server A clears the Notification in his Homepage The Notification continues to appear on Server B s Homepage until she clears it from her Homepage In addition the Notification appears only one For example if an Assessment is completed on 10 1 2008 and the Homepage Notification has not been cleared and the Assessment is completed again on 10 3 2008 only the 10 3 2008 Notification is displayed as a Notification as it is the most recent Final Approved Assessment Assessment Requested red bang If a Client has a pending Requested Assessment and the selected Staff is the Clients SAI This only applies if the Logged In Staff has COT access to the Assessment I Target Date Approaching Past red bang For all current Final Approved Full Treatment Plans that have a date entered in the PGO Target field that is approaching past the Notify of PGO Target Dates in the next ZZ Days entered in Asses
108. r if Diagnosis Review is added out of order For Treatment Plans with Active Objectives without assigned Interventions I Ignore For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date Ignore v Unplanned Services v Must be tied to at least one Objective Days Notify of PGO Target Dates in the next Do Not Allow Progress Noting of Interventions with Inac ive Service Codes Warn if Intervention is not Authorized 10 Do Not Warn hd Entry of Progress Notes without Final Approved ITP TP a Allow with No Warning Perform Required Validation on Assessment Save The For Treatment Plans with Active Objectives without assigned Interventions field can be set to I Ignore P Prevent or W Warn This selection indicates whether Treatment Plans that have active Objectives to which no assigned Interventions are tied can be saved 1 Ignore prevented from being saved until an Intervention has been tied to the Objective P Prevent or can have Staff be warned of the situation and can choose whether to tie an Intervention to the Objective or to save the Treatment Plan without one The For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date field can be set to I Ignore P Prevent or W Warn This selection indicates whether Treatment Plans that have unresolved PGO Target Dates that are befo
109. rameters Maintenance ASO11EA A Assessment System Parameters Maintenance Administrative Access Of x Maximum Tab Pages Do not allow a new ITP unless this number of days has passed since the last ITP expired Dther Generic Med ID all Enable Attachments Default Date of New Assessments to Today War if Diagnosis Review is added out of order For Treatment Plans with Active ObjeAtives without assigned Interventions Ignore For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date l Ignore v Unplanned Services Y Must be tied to t least one Objective Y Days Notify of PGO Target Dates in the next Do Not Allow Progress Noting of Interventions with Inactive Service Codes The Maximum Tab Pages can be 1 to 4 digits in length and is the maximum number of Tab Pages that can be non final approved for all Clients at one time The Do not allow a new ITP unless this number of days has passed since the last ITP expired entry specifies the number of days that must have passed since an Interim Treatment Plan has expired before a new Interim Treatment Plan can be entered The Other Generic Med ID is selected from the Generic Drugs Lookup from the Anasazi Central Generic Drugs Table and is the ID of the Other Generic Drug This is used when the necessary medication is not found from the Client Data Generic Drugs Table The
110. rather than being automatically generated The label could be inclusive of a bar code which could then be used to support bulk scanning requirements Privacy Security Attachments are only displayed to Staff who have the appropriate Category of Treatment COT Access If a Tag record is associated with an Assessment Treatment Plan COT Access is based upon the COT associated with that Assessment Treatment Plan Type record Otherwise COT Access is based upon the COT associated with the Tag s Document Type For details on Categories of Treatment refer to the Anasazi Products System Administrator Manual Access to Document Management Functionality Attachments functionality can be exposed or hidden in the system and the documentation path managed within Assessment System Parameters Maintenance The ability to view add edit or delete Attachments is controlled by the selection in the Attachments field in the Assessment and Treatment Planning Access Dialog Refer to the Anasazi Software System Administrator Manual for details on the Assessment and Treatment Planning access Dialog Access can be set to one of the following 1 Show allows for viewing Tags via the Client Attachments Dialog i e Staff cannot add new Tags edit or delete existing Tags scan or import documents or void Tags with attached documents Tags are the labels that identify the document 2 Add Edit allows for adding and editing Tags as well as scan
111. re the beginning date of the Treatment Plan can be saved I Ignore prevented from being saved P Prevent or can have Staff be warned of the situation and can choose whether to save the Treatment Plan or make changes The Unplanned Services selection indicates the association Unplanned Services must have to Objectives and can be one of the following C Must be tied to at least one Objective except if it s a Crisis Service N Optionally Tied to Objectives or Y Must be tied to at least one Objective The Notify of PGO Target Dates in the next ZZ Days field indicates how far ahead of time Clinicians will be notified before PGO Target Dates on their HomePage and may be 1 to 2 digits in length Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 26 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL Assessment System Parameters Maintenance Cont d Figure 6 Assessment System Parameters Maintenance ASO11EA Assessment System Parameters Maintenance Administrative Access Maximum Tab Pages z Do not allow a new ITP unless this number of days has passed since the last ITP expired 4 Other Generic Med ID aj Enable Attachments Default Date of New Assessments to Today Bm E Warn if Diagnosis Review is added out of order For Treatment Plans with Active Objectives without assigned Interventions
112. ress Indicators List but can be designated as a Control Question When a Date type question is used as a control question it controls based on blank not blank rather than a specific date parameter Numeric A question that only permits a numeric response A Numeric type question cannot be linked to the Problems List cannot be added to the Client Progress Indicators List but can be designated as a Control Question if the appropriate options are available upon edit When a Numeric type question is used as a control question it controls based on blank not blank rather than a specific numeric parameter Short Text A narrative question that permits the entry of 60 alpha numeric characters A Short Text type question cannot be linked to the Problems List cannot be added to the Client Progress Indicators List but can be designated as a Control Question if the appropriate options are available upon edit When a Short Text type question is used as a control question it controls based on blank not blank Narrative Text A narrative question that permits the entry of approximately eight pages of text A Narrative Text type question cannot be linked to the Problems List cannot be added to the Client Progress Indicators List and cannot be designated as a Control Question In addition to collecting information by question type questions can be combined into Multiple Entry Windows MEWs on an Assessment to
113. rinting and exporting existing Attachments as well as scanning importing and routing new Attachments Attachments can optionally be associated to a specific Assessment or Treatment Plan For example a hospital discharge summary might be linked to an Intake Assessment Scanning Documents Local Scanning Local scanning is when a document is immediately scanned into the system when it arrives at the Center by Staff who has first hand or near first hand knowledge of the document In this case Tagging Information relative to the document is entered e g document type document date etc After scanning the document immediately appears within the Client Chart Note Local real time scanning does not require a scanner on every Staff Member s desk nor that Clinicians personally scan the documents It may be that only certain Staff such as Intake Staff have a scanner on their desk or that there are one or more shared scanners at a location With a shared scanner approach documents are still considered to be scanned locally or real time i e they are not routed to a central location to be scanned after the fact In this case scanning could be performed by Administrative Staff who has near first hand knowledge of the document Centralized Scanning Centralized scanning is done after the fact meaning that the document will be routed to and scanned by an individual who does not have first hand knowledge of
114. rom the Assessment Treatment Plan Types Lookup shown later in this section The Category of Treatment is selected from the Categories of Treatment Lookup which is populated from the Anasazi Central Categories of Treatment Table e The Signed by Staff is selected from the Staff Lookup If the Preference field is active the constraint selections made in the Type Category of Treatment and or Signed by fields are retained for the logged in Staff Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 60 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Add Client Assessment Treatment Plan Figure 41 Add Client Assessment Treatment Plan Dialog Add Client Assessment Treatment Plan fed Save Cancel The Type is required and is selected from the Assessment Treatment Plan Types Lookup shown on the next page The Date is required and defaults to the current date provided the Default Date of New Assessments to Today field is active in Assessment System Parameters Maintenance but can be changed Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 61 ANASAZI P a SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Treatment Plan Types Lookup Figure 42 Assessment Treatment Plan Types Lookup Assessment Treatment Plan Types Lookup ADL RDMA AIMS
115. rrent date The Date to Complete Order By is required and is the date by which the Assessment order is to be completed The Order Completed field becomes available once a Date to Complete Order By is specified If this field is active the Assessment order has been fulfilled The Completing Assessment field becomes available and is required once the Order Completed field is active and is selected from the Client Chart Lookup Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 43 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Client Progress Indicators Figure 24 Client Progress Indicators Dialog Client Progress Indicators for TWO CLIENT Question Responses Response to Stress and Anxiety Pf fnot responded to 7X Delete X Exit While completing an Assessment the Clinician can add Questions to the list of Client Progress Indicators by clicking the Client Progress Indicators icon from the Tool Bar while a Question is highlighted A Dialog appears as Add this Question as a Client Progress Indicator shown on the next page If Yes is selected the Question is added to the list The Client Progress Indicators icon can also be used to simply launch the Dialog itself Questions that have been added to the list of Client Progress Indicators are displayed in the Client Progress Indicators Dialog inclu
116. same Page ID cannot co exist in a Non Final Approved status at the same time When adding an Assessment Treatment Plan if the Warn if Diagnosis Review is added out of order field is active in Assessment System Parameters Maintenance f the Assessment record being added contains a Diagnosis Review Page and a non Final Approved Assessment record already exists that contains a Diagnosis Review Page the following Confirmation Dialog presents e Client has a non Final Approved Assessment dated Assessment Date that contains a Diagnosis Review Page Continue with potential out of sequence addition of Assessment dated Assessment Date If Yes is selected the Add process continues e Otherwise focus is returned to the Client Chart after closing the Client Lookup if open e Otherwise if the Assessment being added contains a Diagnosis Review Page and a non Voided Final Approved Assessment record already exists that contains a Diagnosis Review Page with an Assessment date that is greater than the date specified for the record being added the following Confirmation presents e Client has a more recent Assessment dated Assessment Date that contains a Diagnosis Review Page Continue with out of sequence addition of Assessment dated Assessment Date f Yes is selected the Add process continues e Otherwise focus is returned to the Client Chart after closing the Client Chart Lo
117. sment System Parameters Maintenance whose Status is A Active and the selected Staff is the Client s SAI This only applies if the Logged In Staff has COT access to the Assessment UnPlanned Progress Note blue bang A Client with a TP not an ISL or ITP has an UnPlanned Progress Note entered that is Final Approved was entered by someone other than the Client s SAI the selected Staff is the Client s SAI and the UnPlanned Note has not yet been acknowledged I Glass Broken red bang The selected Staff is the Clinician who Broke the Glass the Expiration Date is greater than or equal to the current date and the Dialog was not canceled after having entered information into the top container a Client was selected I Pre Intake in Process red bang There are three ways in which a Pre Intake Client can be included on a Clinician s Homepage e Foreign Clients who have an Open Pre Intake at a Unit SubUnit to which the selected Staff is a Pre Intake Worker e Foreign Clients who have an Open Pre Intake that was initiated by the selected Staff e Foreign Clients who have an Open Pre Intake that is referred to the selected Staff Client Action Notification red bang displays as one of the following details follow e 1st Client Action Due e 2nd Client Action Due e Ongoing Client Action Due Final Client Action Due e Action Schedule Audit Pending Assessment Du
118. ss Notes without Final Approved ITP TP a Allow with No Warning Perform Required Validation on Assessment Save Print Options Time Format to Print on Forms lt Undefned Print Medicaid on Forms Print Staff ID on Progress Notes Print Printed On Date on Forms Header Print Client s Date of Birth on Progress Notes Print Final Approved On Date on Assessment TP ITP Header Print Signature Line Time on Progress Notes Print services for Multi Service Progress Notes in report style format Print Service Stop Time on Progress Notes If the Print services for Multi Service Progress Notes in report style format field is active the details of each Service print on a single line instead of within individual boxes Ifthe Print Staff ID on Progress Notes field is active the Staff s ID from Staff Maintenance prints next to their name on the Signature Line on Progress Notes If the Print Client s Date of Birth on Progress Notes field is active the Client s date of birth prints on forms beside the Client s name in the header as MM DD YYYY If the Signature Line Time on Progress Notes field is active the Time from the Signature Lines print on forms If this field is inactive the Time does not print If the Print Service Stop Time on Progress Notes field is active the Service s Stop Time prints on forms If this field is inactive the Stop Time
119. t CLIENT ONE fi 001 Document Type Legal Documents LE GAL Document Title Sample Scan X Exit Document Information Image 1 Image 2 5 ANASAZI The Tag is show only and displays the Tag number to which the document is attached The Client is show only and displays the Client and the Client s ID that the Tag and document is for The Document Type is show only and displays the Tag s Document Type and Document Type ID The Document Title is show only and displays the title of the document s Tag The images associated with the attachment are listed on the left side of the Dialog in the Image Listing container Clicking on an Image in the list displays the associated document An image of the document is displayed in the center of the Dialog Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 87 ANASAZI SO F TMWARE ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 68 Client Attachments Dialog Diary of Access Tab Page r Client Information Tag SotName CENTONE HJ TOOT Kcen 2 Retresh Tags Tag Dae Type Title Source Related Asmt TP AsmuTP Date Status 4 m 2 03 15 2010 LEGAL m 303 15 2010 LEGAL Sample Legal Document Title E m r Primary Filters Status E Attached C U
120. t Date a S A Client can be selected by clicking on a Client name on the Clinician s Homepage Alternately a Client can be selected in the Client field which displays the Clients Lookup Once a Client has been selected the Client name is displayed in the Client field and the Client s Case Number is displayed in the Case Number field The Form Type field and the Home Page Folder pre populate with the Client s Interim Service Log Treatment Plan or Interim Treatment Plan that has a date span that overlaps the current date if the Logged In Staff has Add rights to the Category of Treatment Access COT of the Client s Plan as defined on the Categories of Treatment 7 Tab Page of Staff Maintenance If the Client has more than one Treatment Plan with date spans that overlap the current date the Treatment Plan with a start date closest to the current date defaults An Assessment or Treatment Plan can be selected or created by clicking the ellipsis button in the Form Type field which displays the Client Chart Lookup Plans that the Logged In Staff has Show COT Access for can be displayed via the Show button in the Client Chart Lookup Staff may Add Edit Delete Void Progress Notes when a Client Plan is accessed in Show Mode via the Client Chart Lookup if the Activate Category of Treatment control field is active in Security Parameters Setup and the Logged In Staff has Add COT Access to the COT of the Client Plan or i
121. tem automatically includes the text no changes Electronic Signature Whenever an Assessment is electronically signed the system automatically records an entry in the Diary If the Date Time or Server are not the current date and time and Logged In Server the system also records this information Ifan electronic signature is cleared during a session either manually or for a clearable signature when a response is changed information about the clear is automatically appended to the text message for the session Viewing a Final Approved Assessment An Assessment can be set up so that an entry is made in the Diary automatically each time it is viewed after it has been Final Approved Along with date time and Logged In Staff Member the Diary states whether the operator is currently on the Client s Treatment Team Printing an Assessment If an Assessment is set up so that a Diary entry is made each time the Assessment is viewed an entry will also be made each time the Assessment is auto printed Checking Out and Checking in to Laptop When an Assessment that contains a Diary of Changes Page is downloaded to a laptop an entry is made in the Diary When an Assessment is uploaded to a laptop all Diary entries made on the laptop are appended to the Diary entries currently found on the server Add a Page to an Assessment When a page is added to an Assessment an entry is made in the Diary that includes the name of the page
122. ters Maintenance Administrative Access i ICE xi Maximum Tab Pages z Do not allow a new ITP unless this number of days has passed since the last ITP expired E Dther Generic Med ID al Enable Attachments Default Date of New Assessments to Today Warn if Diagnosis Review is added out of order For Treatment Plans with Active Objectives without assigned Interventions fi Ignore For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date l Ignore v Unplanned Services v Must be tied to at least one Objective Days Notify of PGO Target Dates in the next Do Not Allow Progress Noting of Interventions with Inactive Service Codes Warn if Intervention is not Authorized o Do Not Warn Entry of Progress Notes without Final Approved ITP TP a Allow with No Warning Perform Required Validation on Assessment Save Print Options Time Format to Print on Forms lt Undefned Print Medicaid on Forms Print Printed On Date on Forms Header Print Staff ID on Progress Notes Print Client s Date of Birth on Progress Notes rint Final amp pproved Un Date n amp ssessmen Print Signature Line Time on Progress Notes Print services for Multi Service Progress Notes in report style format Print Service Stop Time on Progress Notes Service Duralion format to print on Progress Notes lt Undefne gt D
123. the document As with Local Scanning the Tagging Information relative to the document is keyed prior to routing by the individual who has first hand knowledge of the document Tagging results in a unique Control Number that will be associated with the document once it is scanned into the system The document is then routed to a central location to be scanned At the central location the documents Tag is retrieved in the Client Attachments Dialog and then the document is scanned Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 14 ANASAZI P ASSESSMENT PRODUCT The Flying Tour USER MANUAL Note Centralized after the fact scanning does not imply that considerable time will pass before the document is scanned Rather the centralized scanning concept addresses the scenario where the individual who does the scanning does not have first hand knowledge of the document Tagging information is immediately entered by a Staff Member who has the first hand knowledge of the document e g a Clinician The document is subsequently scanned and linked via the Tag number to the appropriate Tag information by another Staff Member which could potentially be completed almost immediately Bulk Scanning Bulk scanning is when multiple documents multiple documents for multiple Clients are scanned concurrently That is a large stack of documents are placed in the scanner d
124. through PW 0163 Page 82 TTA WARE ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 63 Scan Document Dialog Document Information Tag 2 Client CLIENT ONE 1001 Document Type Legal Documents LEGAL Document Title Scan Documents XJ Exit Image Listing The Tag is show only and displays the Tag number to which the scanned document will be attached The Client is show only and displays the Client and the Client s ID that the Tag and document is for The Document Type is show only and displays the Tag s Document Type and Document Type ID The Document Title is show only and displays the title of the document s Tag The Scan Documents button initiates the scanning process After the document has been scanned its image appears in this Dialog The Attach Documents displays the Access Password Dialog After the Staff has entered his her password the scanned document is attached to the Tag noted in the Document Information container Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 83 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 64 Import Document Dialog Import Document Document Information Tag 1 Client CLIENT ONE 1001 Document Type Lab Results LAB Document Title Sample Lab Results Path TR impot Document 90e xe
125. to which the document will be attached The Client is show only and displays the Client and the Client s ID that the Tag and document is for The Document Type is show only and displays the Tag s Document Type and Document Type ID The Document Title is show only and displays the title of the document s Tag The Path is the path to which the document will be exported The file name is created by the system as follows Tag Client ID week exported year exported For example document Tag 2 for Client One exported on March 15 2010 would be named 0000000002 00000000002 010 2010 The Export Document button exports the selected document to the specified path Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 85 ANASAZI P 6 0 F TMWARE ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 66 Voiding Tag Record Dialog E Voiding Tag Record 3 Void Comments Save Cancel The Title Bar of the Dialog displays the Tag record ID that has been selected to be Voided The Void Comments are required Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 86 ANASAZI P SOFTWARE ASSESSMENT PRODUCT USER MANUAL Views Document Management Cont d Figure 67 Viewing Document Dialog D Viewing Document Tag 5 Clien
126. ulated that are required Each empty required field that is listed in the Message Box also appear in red on the Assessment An Assessment can still be saved however if all required fields are not populated but it may not be Final Approved If all of the required fields are populated the Required Validation Successful Message Box appears shown later in this section Note the Validate Assessment functionality is not applicable to Texas RDM Assessments Print allows for printing the current form Displays the Print Assessment Treatment Plan Dialog shown later in this section e Add Page displays the Select Page to Add Dialog from which a Page can be selected to be added to the current Assessment or Treatment Plan shown later in this section e Add Edit Group Service allows for the addition or editing of a Group Service See the Treatment Plan Product User Manual for information on Group Services and Progress Notes e Set Preferences displays the Preferences Dialog shown later in this section which allows for customizing the workspace Request an Assessment displays the Select Requested Assessment Dialog from which Assessments can be ordered shown later in this section Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 70163 Page 35 ANASAZI P SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Client Chart Cont d Figure 15 Tool Bar d HP 5 G Uc
127. ument Source can be a maximum of 50 characters in length The Related Assessment Treatment Plan is optional and is selected from the Assessment Treatment Plan Lookup via the magnifying glass icon on paper icon It can be cleared via the eraser icon Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 80 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Document Management Cont d Figure 61 Client Attachments Dialog Details Tab Page m Client Information Tat sN WI W Cea 2 Retesh r Tags Tag Date Type rie Source Related Asmi TP Asm TP Date Status m m Primary Filters r Status C Attached Unattached C Voided All W Filters Q Find Details Diary of Access r Tag Details Tag Document Date zz cm Status Un Attached DowenTwe a Document Title Document Source Related Assessment Treatment Plan No Treatment Plan Selected UE ES SK r Attachment Comments Comments Void Comments age Scan Document Tel Import Export Document 2X Void Document wv v Document imi Save X Delete dap Pint x Exit Comments can be entered regarding the Attachment The Void Comments field is available when voiding an attachment and is used to enter comments regarding the void Attachment
128. way they were entered by the Client or Parent Guardian Details pertaining to Signature Pad Devices and instructions for installation are covered in detail in the Anasazi Signature Pad Approved Devices and Installation Instructions document Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 13 ANASAZI P SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL Document Management The Document Management Functionality provides the means for Staff to securely capture retain and present Client specific foreign i e paper non Anasazi documents within the Client Chart Specifically it provides a means to electronically store paper records that would normally be a part of the Client s paper chart such that a comprehensive Electronic Health Record can be attained Examples of foreign documents include but are not limited to lab results referral documents clinical documents from external doctors and hospitals e g discharge summaries legal documents e g court orders documents from schools and paper forms that are completed signed at the Center e g consent for treatment Foreign documents can come into the Center in paper form or electronically such as through e mail The Anasazi Document Management functionality accommodates attaching both paper and electronic documents Client Attachments Dialog The Client Attachments Dialog allows for listing displaying p
129. ws USER MANUAL HIPAA Privacy Dialog Cont d Figure 33 HIPAA Privacy Dialog Acknowledgements of Notice of Privacy Practices Date Type A xl PHI Disclosure Authorizations Dae Type Sd Paty 4 E xl I PHI Disclosures Dae To 5 Fem SS sl PHI Disclosure Revocations Date To tom 4 X Cancel The PHI Disclosures container displays the listing of Assessment Treatment Plan records that include the HIPAA Record of Disclosure Page Page ID HIPRECDIS including the date of the Assessment Treatment Plan the To Name and From Name and the information that was requested for the disclosure displays on the box on the right side of the container The PHI Disclosure Revocations container displays the listing of Assessment Treatment Plan records that include the HIPAA Authorization Revocation Page Page ID HIPREVAUTH including the date of the Assessment Treatment Plan and the To Name and From Name Confidential and Proprietary to Anasazi Software Inc November 12 2010 Updated through PW 0163 Page 53 ANASAZI P ASSESSMENT PRODUCT Views USER MANUAL Selecting a Client and Assessment Treatment Plan Figure 34 Assessment and Treatment Planning A Client Chart Administrative Access BH amp Mee FRIIS w ors o Client E Case Number a Form Type 4 g

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