assessment product user manual
Contents
1. ANASAZI SOFTWARE Assessment Product User Manual Copyright 2001 2005 Anasazi Software Inc ANASAZI ASSESSMENT PRODUCT USER MANUAL Copyright 2001 2005 Anasazi Software Incorporated All rights reserved This manual as well as the software described in it is 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 March 14 2005 ANASAZI SOFTWARE ASSESSMENT PRODUCT Table of Contents USER MANUAL TABLE OF CONTENTS Table of Contents ih Reate wm ELS i The Flying TOU 22 RR ia ERE Pee eke aa ea irre dais 1 SI EDT 1 Anasazi Central Setup Views 1 Treatment Plan Product Setup Views 2 Assessment Product Setup 2 DISCUSSIONI acer PRAE RA EUR EUR RUD daw Gu RC ORGANO NE UR CR PORC RR OR 3 MIEWS dh a pini 4 Clinician s HomePage 4 Security NOLG so ix ens eee ez wig ss bac ne pad2. The Clinician s HomePage displays the caseload and notifications for the Clinician Staff Member who is logged in a Tree format by Client The Launch button launches the selected Assessment or Treatment Plan The Acknowledge button acknowledges an Alert The Refresh button refreshes the Tree The HomePage for field defaults with the currently logged in Staff but may be changed The Staff is selected from the Staff Lookup 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 Client who are displayed on the selected Staff s caseload e Clients that have an Open Assignment for which the selected Staff is the Server Clients that have a Closed 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 is preceded with a red The only applicable condition is Form Pending Final Approval Foreign Clients that 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 If there is at least one Not
3. Case Number 1003 Training Assessment T Date o3 4 2005 Training Assessment Diary of Changes Substance Use Assessment Checklist Responses Demonstrates Consequences of Substance Abuse in SMI Housing Instability Treatment Non Compliance Suicidal Thoughts Cognitive Impairments Employment Difficulties Unexplained Symptom Relapse Violent Behavior or Threats Sudden or Unexplained Mood Shifts Difficulty Budgeting Funds Hygiene Health Problems TT Social Difficulties Social Isolation Prostitution TT Legal Problems Medical Information Short Text and Check Box Responses Personal Physician Phone Number Date of Last Physical JT Date Estimated ase Disposition Narrative Text Recommendations for Further Treatment Signature of Staff Obtaining Information Name Lf Time NN ver WA Signature of Staff Entering Information if different from above Name Date 2 Yes No C NAA To final approve an Assessment click the Final Approve Assessment or Treatment Plan icon on the Tool Bar March 14 2005 Page 42 ANASAZI ASSESSMENT PRODUCT Views USER MANUAL Help Text Figure 35 Help Text Tr Assessment and Treatment Planning Administrative Access lol SF Sort Name THREE CLIENT Training Assessment m Case Number 1003 Date o3 4 2005 Training Assessment Diary of Ch
4. ASSESSMENT PRODUCT Views USER MANUAL Assessment Treatment Plan Types Lookup Figure 28 Assessment Treatment Plan Types Lookup Assessment Treatment Plan Types Lookup ADL ADMA AIMS Assessment for Addiction ADDICT BPRS Adult BPRSADLT BPRS Child BPRSCHLD C Assessment R amp DM RDMC Child amp dolescent MH Services CAMHSVC C Assessments Treatment Plans All Find cma 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 March 14 2005 Page 36 ANASAZI ro SOFTWARE ASSESSMENT PRODUCT USER MANUAL Views Clinician s HomePage Figure 29 Clinician s HomePage Tr Clinician s Homepage Administrative Access 8 amp Launch X Acknowledge Refresh HomePage for SERVER ONE 1 CLIENT TWO 1002 Assessment Pending Final Approval CLIENT ZERO 1000 Assessment Pending Approval 02 15 2005 Assessme
5. RR ER ee p deen s 5 Notifications x ex XAR PR Xu FRU RE UR 5 Clients Lookup Dialog sedere e REG c ex DR oda eX oe un 6 Assessment Signatures 6 Help Text c er ede nd d end RAE Re dk Xo dedos 7 Diary of mre 7 Utilities x siii cT 8 Reset Assessments hh 8 Lip me eee ite 9 Assessment Tables o sekis ves e ER ei RT VET ees Reds 9 Assessment System Parameters Maintenance 11 Medication Products Table 13 Quia ee REPE REED REG RUM UE Re oe ER n 15 Bal D bea law te vada een 15 Print Assessment Treatment Plan 16 Select Page to Add i cece thee eke eal eet aep ie Yu ed ewe 17 Preferences sede wie we a e agi ad doe ace DR e we ze o i ee ee ee 18 Select Requested Assessment 0 00 ellen 19 Client Progress Indicators 0 00 c eens 21 Prospective Strength and Problem 23 Selecting a Client and Assessment Treatment Plan 28 Glients LOOKUP curr ide
6. 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 Notifications If there is at least one Notification for a Client the Client is preceded with a red Notification or a blue Alert Notification Types I Form Pending Final Approval If a Client has a Form that is not yet Final Approved and the selected Staff is the Client s SAI or is a Signer on the Form For Assessments ISLs ITPs and TPs the March 14 2005 Page 5 ANASAZI SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL Notification is only displayed if the logged in Staff has COT Access to the Assessment Displays as one of the following Assessment Pending Final Approval e 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 Planned Progress Notes are appended with the description of the service specified for the Intervention UnPlanned Progress Notes are appended with UnPlanned e Individual Progress Note Pending Final Approval appended with the description of the single Client service an
7. 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 Problem Groups Table Standard Text Table Assessment Treatment Plan Types Table Assessment Product Setup Views Assessment Tables r For those Tables attached to Questions that are in use on Assessments Assessment System Parameters Maintenance r Used to manage settings that control the behavior of the Assessment Product Medication Products Table r If the Medication MEW or Medication Module is implemented March 14 2005 Page 2 ANASAZI SOFTWARE ASSESSMENT PRODUCT USER MANUAL The Flying Tour 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 for the addition of Clients to the system as well as capturing demographic and clinical Assessments through the Client s episode of care While the actu
8. Case Disposition Narrative Text Recommendations for Further Treatment Signature of Staff Obtaining Information Name ef Date J Time Yes C Signature of Staff Entering Information if different from above C Yes No C N 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 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 March 14 2005 Page 40 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Cont d Figure 33 Signature Groups Tr Assessment and Treatment Planning Administrative Access OX SF Sort Name THREE CLIENT zl Case Number 1003 Training Assessment BE Date 03 1 4 2005 Training Assessment Diary of Changes Substance Use Assessment Checklist Responses Demonstrates Consequences of Substance Abuse in SMI Housing Instability Treatment Non Compliance Suicidal Thoughts Cognitive Impairments Employment Difficulties Unexplained Symptom Relapse
9. Print allows for printing the current form Displays the Print Assessment Treatment Plan Dialog shown on the next page 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 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 e 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 March 14 2005 Page 15 ANASAZI ASSESSMENT PRODUCT Views USER MANUAL Print Assessment Treatment Plan Figure 8 Print Assessment Treatment Plan Dialog Print Assessment Treatment Plan 2 s Current Page C Ask Each Page Print Diary Print Text for Treatment Plan Only Print Active Problems Goals and Objectives Exclude Deferred Problems Goals and Objectives Exclude In amp ctive Problems
10. 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 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 Marc 14 2005 Page 16 ANASAZI SOFTWARE ASSESSMENT PRODUCT USER MANUAL Views Select Page to Add Figure 9 Select Page to Add Dialog Select Page to Add Description Comprehensive Assess C A 12 Comprehensive Intake Assessmnt DD MR Services Eligibility Demographics Form Developmental History Diagnosis Supplement Diagnosis Review Diagnosis Review Employabilities Profile 1 Employabilities Profile 2 WIZIO 1208 WIZ06 WIZMGTO1 WwIZ11 WIZ19 ADMDIAG WIZ18 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 button March 14 2005 Page 17 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Preferences Figure 10 Preferences Dialog Preferences Date Notif Days Ea Look Back Days Face Sheet EE Category of Treatment aj HomePage Refresh Ra
11. USER MANUAL Medication Products Table Cont d Figure 6 Medication Products Table AS153EA Tr Medication Products Table Administrative Access D Drug Description daea Active Inactive All D Active Dose 000 uit A rom Fo A Medication Frequency GG SI 3 TAI Normal Quantity Normally PRN Normal Number of Days 0 Normal Number of Refills 0 Es Q Eind SKclear The Normally PRN field is active the medication is normally not scheduled but is administered as needed The Normal Number of Days can be 1 to 4 digits in length and is the typical length of the prescription e g 30 60 or 90 days The Normal Number of Refills can be 1 to 4 digits in length March 14 2005 Page 14 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL VIEWS Tool Bar Figure 7 Tool Bar Tr Assessment and Treatment Planning Administrative Access Sort Name m Case Number I Ri Type 14 gt Home Page Folder 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
12. 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 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 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 is the Client s county of residence The Client Type selection can be Client Non Client or Generic March 14 2005 Page 32 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Client Chart Figure 25 Client Chart Dialog Client Chart ate Revision Date EndDate Staus al C Assessments Treatment Plans All C Pending FinalApproved All Voided Prior Revisions Revise Review Modify Dates Print A Preview Delete Show Find GK Cancel 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 e T
13. Diary Comment 03 14 2005 10 28AM SERVER ONE Initial Save Cleared Electronic Signature for SERVER ONE 03 14 2005 08 00 AM SERVER ONE Electronically Signed Recorded at 03 14 2005 10 28AM The Diary of Changes Page Records an Assessment s history of being updated or viewed 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 March 14 2005 Page 44 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Diary Entry for Save Final Approval Dialog Figure 37 Diary Entry for Save Final Approval Dialog Diary Entry for Save Final Approval Date Time Server Comment The Date is required and defaults to the current date The Time is required and defaults to the current date The Server is required and defaults to the logged in Staff The Comments may be required and display on the Diary of Changes Tab Page March 14 2005 Page 45 ANASAZI SOFTWARE ASSESSMENT PRODUCT Utilities USER MANUAL UTILITIES Reset Assessments Figure 38 Reset Assessments AS001EB Tr Reset Assessments Administrative Access Stalf ID Staff Name Caset Client Name Plan ID_ Plan Desc Plan Date Select U
14. Note forms 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 I Ignore prevented from being saved until an Intervention has been tied to the Objective 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 1 Ignore P Prevent or W Warn This selection indicates whether Treatment Plans that have unresolved PGO Target Dates that are before 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 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 XX Days field indicates how far ahea
15. ce Ba he Ce 29 Enter Edit Client e ed n eke ea en PR ER e Pa ie 31 Client Chan elisa a seen hn d ge ted a A dp qud AU piri ped and b sop tone de dep 33 Add Client Assessment Treatment Plan 35 Assessment Treatment Plan Types Lookup 36 Clinician s HomePage hes 37 Assessment Signatures 00 0c tenet eee 40 aigu EET 43 Diary of Changes Page 44 Diary Entry for Save Final Approval Dialog 45 Bulle El 46 Reset Assessments iussus iu ce 46 Marc 14 2005 Page i ASSESSMENT PRODUCT Table of Contents USER MANUAL March 14 2005 Page ii ANASAZI 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 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 Additiona
16. 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 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 March 14 2005 Page 30 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Enter Edit Client Figure 23 Enter Edit Client Dialog Enter Edit Client Sort Name Case Number 0 or blank for Auto Assign LastName DOB Ethnicity sef ad Address Home Phone City zl Work Phone Address County Residence County zx Client Type Client C Generic Save Add The Sort Name is required can be 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 ass
17. Assessment Tables ASO26EA 9 10 Client Chart Dialog 33 34 Client Progress Indicator Question Dialog 22 March 14 2005 Page 47 ANASAZI SOFTWARE ASSESSMENT PRODUCT USER MANUAL Index Client Progress Indicators Dialog 21 Clients Lookup 29 Clients Lookup Filter Display 30 Clinician s HomePage 37 38 39 Diary Entry for Save Final Approval Dialog 45 Diary of Changes Tab Page 44 Enter Edit Client Dialog 31 32 Enter Edit Ordered Assessment Dialog 20 Help Text 43 Medication Products Table AS153EA 13 14 Preferences Dialog 18 Print Assessment Treatment Plan Dialog 16 Problem Dialog 26 Problem Lookup 27 Prospective Strength and Problem Dialog 23 Reset Assessments 5001 46 Select Page to Add Dialog 17 Select Requested Assessment Dialog 19 Signature Groups 40 41 42 Strength Dialog 24 Strength Lookup 25 Flying Tour The 1 Discussion 3 Setup 1 Utilities 8 Views 4 H Help Text 7 43 M Medication Products Table 13 N Notifications 5 Preferences 18 Print Assessment Treatment Plan 16 Prospective Strength and Problem Dialog 23 R Reset Assessments 8 46 March 14 2005 Page 48 ANASAZI SOFTWARE ASSESSMENT PRODUCT USER MANUAL Index 5 Security Note 5 Select Page to Add 17 Select Requested Assessment 19 Selecting a Client and Assessment Treatment Plan 28 Setup 1 9 Anasazi Central Setup Views 1 Assessment Product Setup Views 2 Assessment System Parameters Mainten
18. 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 Page 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 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 Problems Goals and Objectives with a R Resolved Status as defined in the Treatment Plan are excluded from printing f the Exclude Referred Problems
19. N Invert N Clear 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 March 14 2005 Page 46 ANASAZI SOFTWARE ASSESSMENT PRODUCT Index USER MANUAL INDEX A Add Client Assessment Treatment Plan 35 Anasazi Central Setup Views 1 Assessment Treatment Plan Types Lookup 36 Assessment Product Setup Views 2 Assessment Signatures 6 40 Assessment System Parameters Maintenance 11 Assessment Tables 9 Client Chart 33 Add Client Assessment Treatment Plan 35 Assessment Treatment Plan Types Lookup 36 Client Progress Indicators 21 Clients Lookup 29 Enter Edit Client 31 Clients Lookup Dialog 6 Clinician s HomePage 4 Clinician s HomePage 37 Notifications 5 Security Note 5 D Diary Entry for Save Final Approval Dialog 45 Diary of Changes 7 Diary of Changes Page 44 Diary Entry for Save Final Approval Dialog 45 Discussion 3 E Enter Edit Client 31 F Figures Add Client Assessment Treatment Plan Dialog 35 Assessment Treatment Plan Types Lookup 36 Assessment and Treatment Planning 28 Assessment and Treatment Planning Tool Bar 15 Assessment System Parameters Maintenance 11 12
20. Violent Behavior or Threats Sudden or Unexplained Mood Shifts Difficulty Budgeting Funds Hygiene Health Problems TT Social Difficulties Social Isolation Prostitution Legal Problems 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 and 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 Signature of Staff Obtaining Information Name UA Date C Yes 6 No Signature of Staff Entering Information if different from above Nme C Yes No March 14 2005 Page 41 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Cont d Figure 34 Signature Groups Tr Assessment and Treatment Planning Administrative Access CE HBOS Su sm Sort THREE CLIENT
21. al 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 application that offers center level functionality to create and 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 oth
22. ance 11 Assessment Tables 9 Medication Products Table 13 Treatment Plan Product Setup Views 2 T Tool Bar 15 Client Progress Indicators 21 Preferences 18 Print Assessment Treatment Plan 16 Prospective Strength and Problem Dialog 23 Select Page to Add 17 Select Requested Assessment 19 Treatment Plan Product Setup Views 2 U Utilities 8 46 Reset Assessments 8 46 V View IDs AS001EB Reset Assessments 46 AS011EA Assessment System Parameters Maintenance 11 12 5026 Assessment Tables 9 10 5153 Medication Products Table 13 14 Views 4 15 Assessment Signatures 6 40 Client Chart 33 Clients Lookup 29 Clients Lookup Dialog 6 Clinician s HomePage 4 37 Diary of Changes 7 Diary of Changes Page 44 Help Text 7 43 Selecting a Client and Assessment Treatment Plan 28 Tool Bar 15 March 14 2005 Page 49
23. anges For Use in the TRAINING ENVIRONMENT ONLY TRAINING ASSESSMENT Mental Status ssessment Radio Button Responses Mood Abnormality 1 Extremely abnormal mood 2 Markedly abnormal mood 4 Slightly abnormal mood Help Mood Abnormality 3 Moderately abnormal mood 5 No impairment normal mood Don t know LAST 3 MONTHS How abnormal is the consumer s mood as evidenced by such symptoms as constricted mood extreme mood swings depression rage mania NOTE Rate abnormality based on range intensity and appropriateness of mood Responses Treatment Non Compliance TT Suicidal Thoughts Cognitive Impairments Employment Difficulties Unexplained Symptom Relapse 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 March 14 2005 Page 43 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Diary of Changes Page Figure 36 Diary of Changes Tab Page Assessment and Treatment Planning Administrative Access ws P Sort CLIENT zd Case Number 1003 Type Training Assessment Date o3 4 2005 1 Diary of Changes 03 14 2005 10 33AM SERVER ONE Sample
24. aults to the current 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 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 Dialog March 14 2005 Page 20 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Client Progress Indicators Figure 13 Client Progress Indicators Dialog Client Progress Indicators for Two Client Question Responses Anxiety 03 01 2005 BPRS Adult ES SA Use Together 03 07 2005 Assessment for Addiction responded to 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 Indicato
25. d if UnPlanned appended with UnPlanned e Multi Service Progress Note Pending Final Approval Planned Progress Notes are appended with the description of the service specified for the Intervention UnPlanned Progress Notes are appended with UnPlanned e Group Progress Note Pending Final Approval Planned Progress Notes are appended with the description of the service specified for the Intervention UnPlanned Progress Notes are appended with UnPlanned I Assessment Requested If a Client has a pending Requested Assessment Only displays if the selected Staff is the Client s SAI I Target Date Approaching Past For all current final approved Full Treatment Plans Only displays if the selected Staff is the Client s SAI Displays as Target Date Pending or Past UnPlanned Progress Note If a Client has UnPlanned Progress Note that is Final Approved that has not yet been acknowledged Displays as An Unplanned Progress Note has been recorded 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 Assessment Signatures A signature group is inc
26. d of time Clinicians will be notified before PGO Target Dates on their HomePage and may be 1 to 2 digits in length March 14 2005 Page 12 ANASAZI SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL Medication Products Table Figure 5 Medication Products Table AS153EA Tr Medication Products Table Administrative Access lel ID DrglD Drug Description Active C Inactive All ous Si Active m Ge Medication Frequency SI Route Normal Quantity 000 Normally PRN Normal Number of Days 0 Normal Number of Refills 0 The ID is required and can be 4 to 10 characters in length The Drug is required and is selected from the Pharmacy Drugs Lookup The Dose is required and can be 1 to 6 digits in length The Unit is required and is selected from the Medication Units Lookup The Form is required and is selected from the Medication Forms Selection List The Medication Frequency is selected from the Medication Frequencies Lookup The Route is required and can be one of the following IM Intramuscular IV Intravenous PO Orally or SL Sublingual The Normal Quantity can be 1 to 8 digits in length and is the typical number of dose unit form taken at a medication time March 14 2005 Page 13 ANASAZI SOFTWARE ASSESSMENT PRODUCT Setup
27. e 2 Assessment Tables AS026EA Tr Assessment Tables Administrative Access Categories LookUp ID Selectionlst Sort Order D Description Display Active Inactive All Q Find X Delete NKClear The ID can be 1 to 10 characters in length is required and is the ID or the category data Single Alpha ID s are recommended If a selection list is used as a control question the IDs can only be a single character 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 category The Sequence can be 1 to 4 digits in length and is used to enter a sequence of the data in the category Responses automatically sort alphabetically by ID To use 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 Data can be sorted by ID or Description by selecting the appropriate radio button in the Sort Order field March 14 2005 Page 10 ANASAZI SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL Assessment System Parameters Maintenance Figure 3 Assessment System Parameters Maintenance ASO11EA Tr Assessment System Parameters Maintenance Administrative Access x Maximum Tab Pages Refre
28. elect Requested Assessment Dialog Select Requested Assessment Pending Requested Assessment FromAssessment Requested On Requested For Status 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 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 March 14 2005 Page 19 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Select Requested Assessment Cont d Figure 12 Enter Edit Ordered Assessment Dialog Enter Edit Ordered Assessment OrderedAssessment Type a Date Ordered 03 07 2005 Date to Complete Order By Order Completed Completing Assessment 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 def
29. epage Administrative Access PIGRI zi Launch x Acknowledge Refresh HomePage for sERvER ONE all 1 4 CLIENT TWO 1002 jo Assessment Pending Final Approval CLIENT ZERO 1000 9 Assessment Pending Final Approval 02 15 2005 Assessme Di Return to my HomePage x Exit xi The Return to my HomePage button displays the logged in Staff Member in the HomePage for field and refreshes the Tree March 14 2005 Page 39 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Assessment Signatures Figure 32 Signature Groups Tr Assessment and Treatment Planning Administrative Access OX sw sm Sort CLIENT zl Case Number 1003 Training Assessment BE Date o3 4 2005 Training amp ssessment Diary of Changes Substance Use Assessment Checklist Responses Demonstrates Consequences of Substance Abuse in SMI Housing Instability Treatment Non Compliance Suicidal Thoughts Cognitive Impairments Employment Difficulties Unexplained Symptom Relapse Violent Behavior or Threats Sudden or Unexplained Mood Shifts Difficulty Budgeting Funds TT Hygiene Health Problems TT Social Difficulties Social Isolation Prostitution Legal Problems Medical Information Short Text and Check Box Responses Personal Physician Phone Number Date of Last Physical 3 Date Estimated
30. er questions A particular response to a Control Question can be set to require enable or disable other questions 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 designated 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 March 14 2005 Page 3 ANASAZI SOFTWARE ASSESSMENT PRODUCT USER MANUAL The Flying Tour 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 Progres
31. ewed 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 e Type is selected from 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 March 14 2005 Page 34 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Add Client Assessment Treatment Plan Figure 27 Add Client Assessment Treatment Plan Dialog Add Client Assessment 7 Treatment Plan fel Save 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 March 14 2005 Page 35 ANASAZI SOFTWARE
32. ification for a Client the Client is preceded with red Notification or a blue Alert March 14 2005 Page 37 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Clinician s HomePage Cont d Figure 30 Clinician s HomePage Tr Clinician s Homepage Administrative Access 8 amp Launch Acknowledae Refresh HomePage for SERVER ONE all 1 1 CLIENT TWO 1002 Assessment Pending Approval CLIENT ZERO 1000 Assessment Pending Final Approval 02 15 2005 Assessme Double clicking or right clicking a Client branch launches the Assessment and Treatment Planning View with that Client selected and his her Home Folder displayed An exception to this is if the Assessment and Treatment Planning 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 then 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 March 14 2005 Page 38 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Clinician s HomePage Cont d Figure 31 Clinician s HomePage Tr Clinician s Hom
33. igned 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 Client s 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 of the Client March 14 2005 Page 31 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Enter Edit Client Cont d Figure 24 Enter Edit Client Dialog Enter Edit Client Sort Name Case Number 0 or blank for Auto Assign Last Name First fees MI Em DOB SocSect jse l Address Home Phone RENE City m i m Work Phone I Address County i Residence County m Client Type Client Nontlient Generic Save Add The Address 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
34. ional Behavioral 6 Family 7 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 March 14 2005 Page 27 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Selecting a Client and Assessment Treatment Plan Figure 20 Assessment and Treatment Planning Tr Assessment and Treatment Planning Administrative Access CE mem Sort Name Case Number e Te 14b 7 Home Page Folder Nothing to Display A Client can be selected by clicking on a Client name on the Clinician s HomePage Alternately a Client can be selected in the Sort Name field which displays the Clients Lookup Once a Client has been selected the Client name is displayed in the Sort Name field and the Client s Case Number is displayed in the Case Number field An Assessment or Treatment Plan can be selected or created by clicking the ellipsis button in the Type field which displays the Client Chart Dialog The left and right Arrow buttons display the Previous Treatment Plan or Next Treatment Plan The Date fields display the beginning and ending dates of the selected Assessment or Treatment Pla
35. lly 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 A 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 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 Axis IV Diagnosis Table Categories of Treatment Table r If Categories of Treatment are activated in Staff Maintenance in Anasazi Central Diagnosis Classes Table o Diagnosis Codes Table r Diagnostic Impressions Table o Drug Classes Table If the Medication MEW or Medication Module is implemented This Table should be populated with broad categories of medication Drug Families Table r If the Medication MEW o
36. luded 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 March 14 2005 Page 6 ANASAZI SOFTWARE ASSESSMENT PRODUCT USER MANUAL The Flying Tour 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 system automatically includes the text no changes Electronic Signature Whenever an Assessment is elec
37. n Once a Client is selected the Client s 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 March 14 2005 Page 28 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Clients Lookup Figure 21 Clients Lookup Clients Lookup SOR Name Case Number s E DOB SSN Primary Unit Primary Sunt Ext Case t Prim Server_ ELEVEN 04 15 1845 876 77 6654 1000 02 965 435 830 3348 100 1050 FOUR 109 350 456 830 1254 100 1050 NINE Ww 12 0 765 44 3343 4000 j 12 5 46558 3652 100 1040 mum SEVEN 06 3 453 30 2093 100 1070 5 W 10 0 432 39 4764 100 1020 W 01 16 1964 987 87 7980 4000 A CO CO CO RO PO PO 4 ER Active Inactive C All Filter Alias Print Add Edit Show Find OK The Filter 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 Print button displays the Print Assessment Treatment Plan Dialog from which Client Assessments can be selected t
38. ng 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 March 14 2005 Page 25 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Cont d Figure 18 Problem Dialog Prospective Strength and Problem Strenath cd Add 7X Delete Problem Prospective Problem Assessment Date Ele The Problem is required 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 March 14 2005 Page 26 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Cont d Figure 19 Problem Lookup Problem ID Description rr A 2 Basic Needs Unmet 3 Caregiver Abuse or Neglect 4 Education 5 Emot
39. o 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 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 Assessment and Treatment Planning 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 Planning View may then be launched with one of those Clients pre loaded bypassing the normal Client Selection controls of the Assessment and Treatment Planning View However once in the Assessment and Treatment Planning View all Security is subject to the logged in Staff s access not the Staff for whose HomePage was selected When the View is first displayed the logged in Staff displays and the Tree is displayed with their case load Staff Member may be selected if the logged in Staff Member is a Clinical Administrator
40. o print 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 March 14 2005 Page 29 ANASAZI SOFTWARE ASSESSMENT PRODUCT USER MANUAL Views Clients Lookup Cont d Figure 22 Clients Lookup Filter Display SotName Case Number S E poB SSN Primary Unit_ Primary Sunt Ext Case Prim Server_ ELEVEN 04 15 1945 FIVE 1005F 02 FOUR 1004M 08 NINE 1008M w 12 ONE 1001M B 12 876 7 7 6654 1000 435 90 3948 100 1050 2 456 90 1254 100 1050 2 765 44 3343 4000 4 5 465 59 9652 100 1040 3 SEVEN 1007 06 3 453 30 2093 1001070 SIX 1006 M w 01 380 432 39 4764 100 1020 3 1010F w 01 16 1964 987 87 7980 4000 4 Active Inactive All Filter Alias Print Add Edit Show Eind OK First Name Match Ethnicity Oj Primary Unit 5 eu Male C Female Primary Server From Thru Refresh Clear The First Name Match field can be maximum of 166 characters in length and is used to
41. r 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 sarc 14 2005 Page 1 ANASAZI SOFTWARE ASSESSMENT PRODUCT The Puing Tour USER MANUAL Drug Use Frequencies Table 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 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
42. rs Dialog including their associated Responses The Delete button deletes the selected Question from the list of Client Progress Indicators March 14 2005 Page 21 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Client Progress Indicators Cont d Figure 14 Client Progress Indicator Question Dialog 1515 amp Sort Name CLIENT TWO zx Case Number 1002 Assessment for Addiction zl Date 03 07 2005 Assessment for Addiction Other Does client have a 12 Step sponsor C Yes No X limethods name and use of sponsor the AA NA Attending 2 Add this Question as Client Progress Indicator Bl Yes Has client experienced signs or symptoms of withdrawal in the past C Yes C No If so Add Del History all offenses not just addiction related Date Offense Env If Yes is selected the Question is added to the list of Client Progress Indicators March 14 2005 Page 22 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Figure 15 Prospective Strength and Problem Dialog Prospective Strength and Problem Prospective Strength Assessment Date Prospective Strengths and Problems for the active Client are defined in the Prospective Strength and Problem Dialog The Add button in the S
43. s Indicators List and cannot be designated as a Control Question Checkbox A single option question that allows the user to check 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 Progress 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 40 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 Short Text type q
44. sary medication is not found from the Client Data Generic Drugs Table f the Default Date of New Assessments to Today field is active the date of new Assessments Treatment Plans defaults to the current date If the Print Medicaid on Forms field is active Client s Medicaid numbers are printed on forms March 14 2005 Page 11 ANASAZI n SOFTWARE ASSESSMENT PRODUCT USER MANUAL Setup Assessment System Parameters Maintenance Cont d Figure 4 Assessment System Parameters Maintenance ASO11EA Tr Assessment System Parameters Maintenance Administrative Access xi Maximum Tab Pages Refresh Interval Minutes Minimum Interval Minutes Do not allow a new ITP unless this number of days has passed since the last ITP expired Other Generic Med ID Default Date of New Assessments to Toda Print Medicaid on Forms Print Client s Date of Birth on Progress Note Forms For Treatment Plans with Active Objectives without assigned Interventions Ignore Y For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date Ignore Unplanned Services v Must be tied to at least one Objective Notify of PGO Target Dates inthe next Days If the Print Client s Date of Birth on Progress Note Forms field is active the Client s date of birth as defined in the Enter Edit Client Dialog prints on Progress
45. sh Interval Minutes Minimum Interval Minutes Do not allow a new ITP unless this number of days has passed since the last ITP expired Other Generic Med ID fo Default Date of New Assessments to Today Print Medicaidt on Forms For Treatment Plans with Active Objectives without assigned Interventions Ignore For Treatment Plans with un Resolved PGO Target Dates before the Treatment Plan Begin Date Ignore Y Unplanned Services v Must be tied to atleast one Objective Notify of PGO Target Dates in the next Days 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 Refresh Interval Minutes can be 1 to 4 digits in length and is the interval at which the system will be refreshed i e every 30 minutes The Minimum Interval Minutes can be 1 to 4 digits in length and is the minimum interval at which the system will be refreshed 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 neces
46. te Minutes 0 Extended Notifications f All Clients Clients have Service Today with Server Cancel The Preferences Dialog appears when the Set Preferences icon is clicked from the Tool Bar The Date is required and is the date on which the saved Preferences will take effect The Notif Days is required can be 1 to 4 digits in length and is the number of days in the future notifications will be displayed The Look Back Days can be 1 to 4 digits in length and is the number of days in the past the HomePage will display notifications 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 The HomePage Refresh Rate Minutes can be 1 to 4 digits in length and is the frequency that the HomePage is refreshed The Extended Notifications selection can be either All Clients or Clients have Service Today with Server which specifies which Clients Notifications display for the logged in Staff March 14 2005 Page 18 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Select Requested Assessment Figure 11 S
47. trength 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 March 14 2005 Page 23 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Cont d Figure 16 Strength Dialog Prospective Strength and Problem xi Strength Prospective Strength Assessment bate Esse X Cancel Prospective Problem d Add Delete X Exit The Strength is required and is selected from the Strength Lookup shown on the next page Once a 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 to the text field to aid in completing the narrative March 14 2005 Page 24 ANASAZI SOFTWARE ASSESSMENT PRODUCT Views USER MANUAL Prospective Strength and Problem Dialog Cont d Figure 17 Strength Lookup 2 Ability to Manage Activities of Daily Livi
48. tronically 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 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 added Combine Clients When Client records are combined via the Anasazi Central Combine Clients utili
49. ty Marc 14 2005 Page 7 ANASAZI ASSESSMENT PRODUCT The Flying Tour USER MANUAL Utilities Reset Assessments The Reset Assessments View allows Staff to remove red locks created when the Assessment and Treatment Plan Product is shut down with an Assessment open March 14 2005 Page 8 ANASAZI SOFTWARE ASSESSMENT PRODUCT Setup USER MANUAL SETUP Assessment Tables Figure 1 Assessment Tables ASO26EA Tr Assessment Tables Administrative Access Categories LookUp ID Selection List Category Sort Order LookUpID Selection List Category Q Find X Delete NKClear Data for Category Sort Order ID C Description Display Active Inactive All Q Find X Delete clear N Clear The LookUp ID can be a maximum of 20 characters in length is required and is the ID of the table 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 selection lists The Category can be 1 to 8 characters in length is required and is the category of the table Categories can be sorted by LookUp ID Selection List or Category by selecting the appropriate radio button in the Sort Order field March 14 2005 Page 9 ANASAZI SOFTWARE ASSESSMENT PRODUCT USER MANUAL Setup Assessment Tables Cont d Figur
50. uestion 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 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 Views 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 Service due past due Routinely scheduled Assessment due One time Assessment requested Expiration of a service authorization March 14 2005 Page 4 ANASAZI SOFTWARE ASSESSMENT PRODUCT The Flying Tour USER MANUAL Assessment or Progress Note requires signature Unplanned service provided Treatment Plan Outcome Measure met Treatment Plan Target follow up date approaching past Security Note Navigating to another Staffs HomePage circumvents Security t
51. ype 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 e 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 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 March 14 2005 Page 33 ANASAZI ASSESSMENT PRODUCT Views USER MANUAL Client Chart Cont d Figure 26 Client Chart Dialog Type Date Revision Date EndDate Status__ lt l Category of Treatment Preference Signed by aj Clear Treatment Plans can be revised reviewed have their dates modified added previ
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