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Clinician Homepage user manual

1. ANASAZI SOFTWARE Homepage Products User Manual Confidential and Proprietary to Anasazi Software Inc Copyright 2009 2010 Promotion Level PW 0164 Anasazi Software Inc ANASAZI P d SOFTWARE HOMEPAGE PRODUCTS USER MANUAL Copyright 2009 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 December 2 2010 Updated through PW 0164 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Table of Contents USER MANUAL TABLE OF CONTENTS Table Of Contents mn a a ww aaa ad i The BIVING TOUT 2 co outs ee ee ake ee eek eae eh ee Pate eke ee e 1 Privacy Security o 1 Navigation voii A Pe eo eee a ee Ped a eed ae 1 EQUNGRING 20 id E eid wee ee et wet AAA ewes 1 Launching the Client Chart amp Forms 00 0 ccc teens 1 Ribbon Baf esse deed a Sed dra ee a ee a Mee ee ee a 2 Panels ids aha ds a Gad ide eid aoe nd a id it eb Ha eee 3 PANGS iia ds a wis bt wie tee OS SG wae eA a hd eh ee
2. Staff Preferences Dialog Client Panes GAF 61 Staff Preferences Dialog Client Panes Lab Results 62 Staff Preferences Dialog Client Panes Medications 63 Staff Preferences Dialog Client Panes Progress Notes 64 Staff Preferences Dialog Client Panes Services 67 Staff Preferences Dialog Client Panes Substance Abuse 68 Staff Preferences Dialog Client Panes Treatment Plans 69 Staff Preferences Dialog New Assessments 70 Staff Preferences Dialog Pharmacies 71 Status Bar 32 33 Strengths Problems Goals and Objectives Pane 127 Substance Abuse Pane 123 To Do Pane 77 78 Treatment Plan Detail Dialog 126 Treatment Plans Pane 124 Treatment Plans Pane Filters Dialog 125 Unlock Session 26 Flying Tour The 1 Break the Glass 21 Client Panel 16 Navigation 1 Privacy Security 1 Staff Panel 10 Staff Preferences 8 G GAF Pane 9 Global Client 17 H Home Tab 2 Insurance Coverage Pane 19 106 L Lab Results Pane 9 20 109 Launching 1 Launching the Client Chart and Forms 1 Launching the Client Chart amp Forms 1 Links 47 Lists 6 48 Sample List 48 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 144 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Index USER MANUAL Main Panel 4 31 72 Caseload Pane Filters Dialog 75 Main Panel Status Bar 32 33 Medical Conditions Pane 20 111 Medical Conditions Pane Filters Dialog 112 Medical Conditions Review 20 Medical
3. The branches under the Client Panes branch pertain to preferences for the Panes in the Client Panel Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 55 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 30 Staff Preferences Dialog Client Panes Appointments amp Staff Preferences mi Save Close Preferences Preferences Preferences Appointments Auto Restore AAA a Client Panes a N Appointments Initially show Appointments scheduled in the next D months in the Appointments Pane Assessments Diagnoses GAF Lab Results Medications Progress Notes Services Substance Abuse Treatment Plans New Assessments Pharmacies The Initially show Appointments scheduled in the next months in the Appointments Pane entry controls how far in the future scheduled Services from the Scheduler Product will display to the Appointments Pane Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 56 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 31 Staff Preferences Dialog Client Panes Assessments Staff Preferences al Save Close Preferences Preferences Preferences Assessments Auto Restore Client Panes Appo
4. the Intervention Type Description the Description of the Intervention Sequence Server ID Server Name e Unit ID Unit Name SubUnit ID e SubUnit Name Frequency e Antic Start e Qty Duration e Linked displays a blue box if the Intervention is linked e Intervention Text Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 128 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Treatment Plans Pane Cont d Figure 103 Progress Notes Pane Progress Notes E Type F A UnPlanned N S Crisis Date T S Pr LU sw S T D A Pe Pl Co In I I Individual El a O E 11 19 2009 100 C 1C ree S Fla 9 0u Se RO RO Fase RO 1 E The Progress Notes Pane can display the following information for the selected Treatment Plan e Show Text Hide Text icon displays or hides Progress Note details e Show Hide the Detail for Group and Multi Service Progress Notes icon displays or hides Group and Multi Service Progress Note details e Filters icon displays the Progress Notes Filter Dialog shown on the next page Type the Progress Note Type F A displays a blue box if the Progress Note has been Final Approved e UnPlanned displays a blue box for Unplanned Progress Notes e N S displays
5. 4 SERVER FIVE QMHP ANASAZI 5 Caseload 40 ToDo 240 Appointments 06 09 2010 a0 E Type Name Caset Type Name Caset Me 4 Type Sts Start End C C 5 CLIENT FOUR 1004 E CLIENT THREE 1003 o gt CLIENT THREE 1003 a CLIENT TWELVE 1012 O fal CLIENT TWELVE 1012 CLIENT TWO 1002 CLIENT ZERO 1000 There are no items to show Logged on as SERVER FOUR QMHP Environment Live The Homepage Products can be resized by placing the mouse pointer at an edge or a corner of the Panel which displays the cursor as a double arrow and clicking and holding the left mouse button while moving the mouse until the Panel is the desired size and then releasing it Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 33 as SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panels Cont d Figure 15 Main Panel CLINICIAN S HOMEPAGE e oS tand Restore Panel Restore Panel Exit Layout Filters Application ANASAZI fp Caseload 0 ToDo 240 Appointments 06 09 2010 a0 E Type Name Caset Type Name Caset Me CLIENT FOUR 1004 E CLIENT THREE 1003 O CLIENT THREE 1003 m CLIENT TWELVE 1012 O A CLIENT TWELVE 1012 CLIENT TWO 1002 CLIENT ZERO 1000 4 Type Sts Start End Es G S There are no items to show Logged on as SERYER FOUR QMHP Environment Live When the Homepage is launched the Main Panel appears with the Staff Pa
6. HOMEPAGE PRODUCTS USER MANUAL ANASAZI P SOFTWARE Navigation Ribbon Bar Cont d Home Menu Security View x SERVER ONE ME 40 ToDo El Type Name Case E CLIENT FIVE 1005 Caseload Type Name Logged on as SERVER ONE Environment Live There are no items to show Figure 2 Ribbon Bar CLINICIAN S HOMEPAGE ANASAZI fp 40 Appointments 07 21 2010 2 0 Ca Med 4 Type Sts I Start End ccs There are no items to show El R eady The Figure above displays the Clinician s Homepage when the Ribbon Bar is hidden Double clicking a Ribbon Bar Tab Menu Bar item restores the Ribbon Bar Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 23 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Ribbon Bar Cont d Figure 3 Ribbon Bar Home Tab CLINICIAN S HOMEPAGE a 6 Launch Preferences Save Panel Layout and Restore Panel Restore Panel External View Filters Preferences Layout Filters View ANASAZI AD Caseload 240 ToDo 40 Appointments 06 09 2010 Fl Type Name Casett Type Name Caset Me 4 Type Sts Start End c cs There are no items to show There are no items to show There are no items to show E The Home Tab contains the following buttons e Refresh Refreshes the data that is displayed to the Staff Panel e Show Client Panel Overlays
7. Show the previous Substance Abuse Assessment displays the previous Substance Abuse Assessments The right arrow graphic Show the next Substance Abuse Assessment displays the next Substance Abuse Assessments Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 123 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Treatment Plans Pane Figure 98 Treatment Plans Pane Current Treatment Plan Type Description Begin Revised End F A fF TP Treatment Plan 11 19 2009 0217 2010 E The Treatment Plans Pane displays the Client s Treatment Plans from the Client Chart including the following information e Type displays TP for Treatment Plans ITP for Interim Treatment Plans or ISL for Interim Service Logs e Description displays Treatment Plan Interim Treatment Plan or Interim Service Log e Begin the begin date of the Treatment Plan Interim Treatment Plan or Interim Service Log e Revised the date on which the Treatment Plan Interim Treatment Plan or Interim Service Log was last revised End the end date of the Treatment Plan Interim Treatment Plan or Interim Service Log e F A displays as a blue color filled box if the Treatment Plan Interim Treatment Plan or Interim Service Log has been Final Approved Otherwise displays as an empty box The
8. The Type column indicates whether the Client is on the Selected Staff s Caseload if the Selected Staff is the Client s SAI or if the Client is Foreign Clients for whom the Selected Staff is the SAI display with a with a blue colored box Foreign Clients display with a blue colored dash and Clients on the Staffs Caseload display with an empty box Hovering the mouse pointer above these icons displays this information The Name column displays the Sort Name of the Client The Case column displays the Client s Case Number Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 74 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL Caseload Pane Cont d Figure 49 Caseload Pane Filters Dialog Filters Caseload Pane Filters Changes to the following filters will update the display of the Caseload Pane E Exclude Extended Caseloac The Caseload Pane can be filtered to display the Staff s Extended Caseload or to exclude it Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 75 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL Caseload Pane Cont d Figure 50 Caseload Pane CLINICIAN S HOMEPAGE ogg l a TER Launch Save el La and Restore Panel Restore Panel Exit External View Filt es Layout Filters Application x SERVER F
9. date End date Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 100 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Diagnoses Pane Cont d Figure 75 Diagnoses Pane Filters Dialog Dr Filters Diagnoses Pane Filters Changes to the following filters will update the display of the Diagnoses Pane En L C cs Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 101 ANASAZI P HOMEPAGE PRODUCTS Client Panel USER MANUAL Emergency Contact Pane Figure 76 Emergency Contact Pane Emergency Contact 7 Name Mom One Relationship PARENT Home Phone 480 555 4563 Work Phone Address 5567 N JACKSON City State ZIP PHOENIX AZ 85003 The Emergency Contact Pane displays the name of the selected Client s Emergency Contact as defined in his or her most recently Final Approved Assessment that includes the Emergency Contact Questions If the Expand this Pane graphic is clicked the following additional information is displayed about the selected Client s Emergency Contact e Contact Name Relationship Home Phone e Work Phone e Address e City State Zip Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 102 ANASAZI P SOFTWARE Client Panel HOMEPAGE PRODUCTS USER MANUAL Axis V GAF Scores Pa
10. 1050 MH Case Managem 6 SERVER SIX QMAP 4 1 1998 100 Central Treatme 1040 Medication Services 3 SERVER THREE RN Central Treatme 1010 Counseling 4 SERVER FOUR QMHP g 14172008 600 East Valley MH 1 SERVER ONE 9 18 2006 4 29 2008 1000 South County 5 SERVER FIVE QMHP 4 29 2008 3000 North County 4 SERVER FOUR QMHP 10 30 2003 4000 West County 4 SERVER FOUR QMHP Medications Assignments Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 94 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Assignments Pane Cont d Figure 69 Assignments Pane Filters Dialog fA Filters Assignments Pane Filters Changes to the following filters will update the display of the Assignments Pane Include Open and Close aments z 11 This filter does not apply when the Assignments Pane is collapsed a cs The Assignments Pane can be filtered to display as follows A Include Open and Closed Assignments e C Include Closed Assignments Only e O Include Open Assignments Only Note that the filter does not apply when the Assignments Pane is collapsed Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 95 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Authorizations Pane Figure 70 Authorizations Pane Authorizations E Auth
11. Client Panes Appointments Assessments Diagnoses GAF Description E A Medications Progress Notes Services Substance Abuse Treatment Plans New Assessments Pharmacies Initially show Lab Results in the past 0 months in the Lab Results Pane The Assessments selected here are those containing a place to record Lab Results and are the Assessments that are initially displayed in the Lab Results Pane The Add button displays the Add Multiple Assessments Dialog shown previously from which multiple Assessments can be added The selection button to the right of the ID field displays the Assessment Lookup from which a single Assessment can be added The Assessment Lookup can also be displayed by typing in the ID of an Assessment The Remove button displays the Remove Multiple Assessments Dialog shown previously The Clear button clears an unsaved entry in the ID field The Delete button displays a Confirm Dialog that prompts the Staff whether to delete the selected line The Initially show Lab Results in the past months in the Lab Results Pane field allows for filtering the Lab Results that are displayed to a specified number of months Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 62 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences D
12. SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 22 Panes CLINICIAN S HOMEPAGE New Progress New Note Assessment x SERVER ONE Caseload Appointments 11 18 2009 El Type Name Type Name Casett Me 4 Type Sts I Start End Ge O CLIENT FIVE f CLIENT ONE 1001 O gt There are no items to show E x CLIENT ONE Primary Insurance Coverage Services Appointments Scheduled Actions Primary Assignment Authorizations Services El N S P N IZG T D S SubU Central 1 Counsel Central 1 Counsel Ls hs Routine S Y Central 1 Counsel da bas Routine Individua Lo 1 1 Central 1 Counsel HA PAR es Xe Routine suopeapap SUOIPUGD EOIPayy Logged on as SERVER ONE Environment Live NUM The menu that is available when right clicking a column header also includes an option for Group Mode Group Mode allows for dragging columns to a different location in order to group them separately yet within the Pane Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 41 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 23 Panes CLINICIAN S HOMEPAGE View New Progress New Note Assessment External View SEEM Cl A SERVER ONE Caseload 40 ToDo Appointments 11 18 2009
13. Show Filters graphic displays the Treatment Plans Pane Filters Dialog shown on the next page Double clicking on a Treatment Plan displays it in the Treatment Plan Detail Dialog shown later in this section Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 124 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Treatment Plans Pane Cont d Figure 99 Treatment Plans Pane Filters Dialog Dr Filters Treatment Plans Pane Filters Changes to the following filters will update the display of the Treatment Plans Pane Include Treatment Plans on or after 1 29 2008 B Include Final Approved and non Final Approved Treatment Plans v Include All Treatment Plan Types v E Include the Latest Revision of Treatment Plans only None of these filter apply when the Treatment Plans Pane is collapsed cs The Treatment Plans Pane Filters Dialog allows for specifying the default data that displays to the Pane Note that the past number of months to display Treatment Plans for is specified in Staff Preferences which overrides the settings made in the Treatment Plans Pane Filters Dialog For example a filter option can be set to display Final Approved and non Final Approved Treatment Plans and to include all Treatment Plan Types but if Staff Preferences are set to display Treatment Plans for the past month only those Treatment Plans complete
14. Caseload 40 ToDo Appointments 11 18 2009 E Type Name Caset Type Name Case Me 4 Type Sts I Start End Ge iG Ss C CLIENT FIVE 1005 CLIENT ONE 1001 o gt There are no items to show El XK CLIENT ONE Primary Insurance Coverage Appointments Scheduled Actions Primary Assignment Authorizations Services IZG Crisis F Date he Servic T T D U Unit N S SubU S Server S Superv A P PI Con E 576 06 22 2009 101 Case Ma 9 30 1 Central 1 Counsell 4 SERVER U E Ho Face SUONESIPS A SUDIPPUOD BIIPS al E 584 10 05 2009 30 Individual 1 1 1 Central 1 Counseli 4 SERVER 5 E p Face O 579 08 10 2009 30 Individual 1 1 1 Central 1 Counseli 4 SERVER 5 Co Ean Face a Primary Substance Abuse A Current Axis Y GAF Score Ed Primary Diagnosis Assessed Notifications Assessments Current Treatment Plan Lab Results Logged on as SERVER ONE Environment Live Ready NUM Once a column has been dragged and dropped to the Drag a column header here to group by that column area above the column headers the data is displayed grouped according to the selected column In the example above the Intensity column has been chosen and thus the data is displayed as grouped by Intensity Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Pag
15. El Type Name Caset Type Name Caset Me 4 Type Sts Start End CES C CLIENT FIVE f CLIENT ONE 1001 o gt E There are no items to show CLIENT ONE Primary Insurance Coverage Appointments Scheduled Actions Primary Assignment Authorizations Services N S P N IZG Crisis F Date E Servic T T D U Oo O 576 06 22 2009 101 Case Ma ay Central 1 Counsel T CERO Crisis DO E 584 10 05 2009 30 Individua a 1 1 Central 1 Counsel Face Routine Oo O E 579 08 10 2009 30 Individua 2 1 1 Central 1 Counsel ae E Ce Face Routine DO E 578 08 03 2009 30 Individua 1 1 Central 1 Counsel iss Face Routine suopeapap suonpuop eoIpajal Eg Primary Substance Abuse A Current Axis Y GAF Score 4 Primary Diagnosis Assessed Notifications Assessments Current Treatment Plan Lab Results Logged on as SERVER ONE Environment Live NUM Click on a column to group the data by and drag it to the area above the column headings that displays as Drag a column header here to group by that column Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 42 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 24 Panes CLINICIAN S HOMEPAGE New Progress New Overview Note Assessment DN Ale x SERVER ONE ANASAZI fp
16. General Information Page Break the Glass Break the Glass General Information A Enter the required information and click next to select a client in the system Reason Days for the Client to remain on the Staff s Homepage 0 l After the Staff s password has successfully been entered the Break the Glass Dialog appears displaying the General Information Page The Client Name is required is a free form text field and is used to enter the Clients name for whom the Glass is to be Broken The Reason is required and is used to enter the reason for Breaking the Glass The Days for the Client to remain on the Staff s Homepage field is required and may not be greater than the number entered in the Max days to keep Client on Homepage when Breaking the Glass field in Security Parameters Setup The Back button is shadowed in the General Information Page Clicking the Next button saves the record to the system and displays a list of Clients in the Anasazi System shown on the next page The Cancel button cancels the Break the Glass action and returns focus to the Homepage Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 134 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Break the Glass USER MANUAL Break the Glass Dialog Cont d Figure 109 Break the Glass Dialog List of Clients Page Break the Gla
17. 19 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Lab Results Pane The Lab Results Pane displays information regarding any Assessments that have had Lab Results recorded provided that all Assessments that contain Lab Results have been identified in Staff Preferences The Assessment s must be launched in order for the information to be displayed which includes the Date Description and Final Approved flag Medical Conditions Pane The Medical Conditions Pane displays the most current information from the Medical Conditions Review in the Doctor s Homepage which is accessible via the Perform a Medical Conditions Review button in this Pane in the Doctor s Homepage Medical Conditions Review All of a Client s medical conditions including vital signs liver renal conditions medical conditions and medication allergies are entered through the Medical Conditions Review Medication queries can present alerts regarding drug interactions with the medication being queried and the medical conditions and medication allergies specified in the Medical Conditions Review The Final Approved Medical Conditions Review can be printed from the Show Medical Conditions View within the Assessment Product Medications Pane The Medications Pane displays Client Medications that have been entered and Final Approved via the Medications Dialog in the Doctor s Homepage This Pane does not display Medications that have been stage
18. 2009 40 ToDo 240 El Type Name 2 4 Type Sts 1 Start End Co ES Type Name Case Me CLIENT EIGHT a 1 11 004M 11 45AM_C 11 E CLIENT THREE 1003 O CLIENT THREE A E1200PM 1 00PM G G a CLIENT TWELVE 1012 o CLIENT TWELVE o 4 15PM 215PM C 11 CLIENT TWO x CLIENT TWO Primary Insurance Coverage Services Appointments Scheduled Actions Primary Assignment Authorizations apaug AUB LU suoeapapy SUOIPPUDD BOIS yy uodsay O Juano Primary Substance Abuse Current Axis Y GAF Score Primary Diagnosis Notifications Assessments Current Treatment Plan Lab Results ogged on as SERVER FIVE QMHP Environment Live Ready NUM The Client Panel includes Panes that can be included or excluded via the View Tab above the Ribbon Bar Hovering over or clicking on a Pane button displays information related to what is included in the Pane shown on the next page Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 88 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Client Panel Panes Cont d Figure 63 Pane Buttons CLINICIAN S HOMEPAGE External View x SERVER FIVE QMHP ANASAZI DH Caseload Appointments 11 19 2009 2500 ToDo LE E Type Name 4 Type Sts I Start End En 0158 Type Name Caset Me CLIENT EIGHT E l 11 004M 11 454M C 1L a CLIENT THREE 1003 O CLIENT THREE A E12 00PM 1 00PM G G E
19. 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 a Notification appears only once For example if an Assessment is completed on 10 1 2009 the Homepage Notification has not been cleared and the Assessment is completed again on 10 3 2009 only the 10 3 2009 Notification is displayed as it is the most recently Final Approved Assessment When a Diagnosis Review Notification is launched the Assessment displays in the Client Chart View Assessment Requested If a Client has a pending Requested Assessment and the selected Staff is the Client s SAI This only applies if the Logged In Staff has COT access to the Assessment If this Notification is launched the Assessment is displayed in the Client Chart View Target Date Approaching Past 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 Days entered in Assessment 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 If this Notification is l
20. BREAK THE GLASS Figure 106 Password Dialog CLINICIAN S HOMEPAGE View E AS z 3 Show Client Break The Launch Preferences Save Panel Layout and Restore Panel Restore Panel Glass External View Filters Preferences out Filters un ANASAZI fp 40 ToDo Caseload 40 Appointments 06 09 2010 4 Type Sts Start End Gs iG SS There are no items to show gt E Type Name Casett Type Name Caset Me There are no ilems to show There are no items to show ica Logged on as SERVER ONE Environment Live NUM Clicking the Break The Glass button on the Home Tab of the Ribbon Bar initiates the Break the Glass process Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 132 ANASAZI P SOFTWARES Break the Glass HOMEPAGE PRODUCTS USER MANUAL Break the Glass Dialog Figure 107 Password Dialog Password Enter Password The system requires a password entry for ONE SERYER to continue 7 When the Break the Glass button is clicked from the Home Tab Page of the Ribbon Bar the Password Prompt displays The password for the Logged in Staff is required Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 133 ANASAZI P SQFT WARE HOMEPAGE PRODUCTS Break the Glass USER MANUAL Break the Glass Dialog Cont d Figure 108 Break the Glass Dialog
21. CLIENT TWELVE 1012 O CLIENT TWELVE o 1 15PM DEMI ES CLIENT TWO x CLIENT TWO a Services Appointments Scheduled Actions Primary Assignment Authorizations Primary Insurance Coverage P Effective Expiration Policy PaySrc ID Pay Source BenPin ID Benefit Plan E 1 09 01 1997 512354568 100 Medicaid D Generic Plan apaug AUB LU SUONEIPIA SUOIPPUOD EDPAA uodsay O Jano Logged on as SERYER FIVE QMHP Environment Live NUM Clicking on or hovering over a Pane button displays information related to what is included in the Pane Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 89 ANASAZI P HOMEPAGE PRODUCTS Client Panel USER MANUAL Appointments Pane Figure 64 Appointments Pane Appointments Date Start End For Server There are no items to show The Appointments Pane displays the following information about the Client s scheduled Services as they has been entered in the Scheduler Product The Services that are displayed depend on the settings in the Staff Preferences Dialog e Date the date of the Service Start the start time of the Service e End the end time of the Service For the description of the Service e Server the Server associated with the Service Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Pa
22. Case Service E Indivi 9 00AM 10 004M CLIENT TWO 1002 Individual Group Progress Note this Appointment Group Cou w m Indivi 4 Individual For Group Services the right click menu contains the following option e Progress Note this Appointment Progress Note entry may be initiated for Unresolved Uncanceled Group Services Clicking this option launches the Clinician s Homepage in Progress Note entry mode Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 83 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL Appointments Pane Cont d Figure 58 Appointments Pane Filters fA Filters Appointments Pane Filters Changes to the following filters will update the display of the Appointments Pane Appointments for 1119 2003 E Exclude Resolved and Cancelled Appointments y 1 coe The Filters icon displays the Appointments Pane Filters Dialog allowing for changes to what information is displayed to the Appointments Pane The Appointments for field is required and is the date for which to displays Client Appointments The dropdown field is required and can be set to one of the following options e Exclude Resolved and Cancelled Appointments e Include Cancelled Appointments e Include Resolved and Cancelled Appointments e Include Resolved Appointments Confid
23. Client Action Type is a Client Financial Review the Notification displays as 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 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 appropriate 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 Homepage no other Client Action Notifications display Note the Client Schedule Audit flag is cleared via Client Action Schedules Maintenance lf a Notification is relative to an Assessment or Treatment Plan the Assessment Treatment Plan is displayed in Add Mode in the Client Chart View Note that launching Financial Reviews is not accommodated Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 15 ANASA
24. Conditions Review 20 Medications Pane 9 20 113 Menu Security Tab 3 Change Password 26 Lock Session 26 Unlock Session 26 N Navigation 1 22 Fields 8 50 Launching 1 Lists 6 48 Panels 3 31 Panes 4 35 Ribbon Bar 2 22 Sample Trees 49 Trees 7 New Assessments 10 Notification Detail 12 Notification Types 13 Notifications Pane 20 115 Number Selector 8 P Panels 3 31 Client Panel 4 Links 47 Main Panel 4 Staff Panel 4 Panels amp Panes Client Panel 85 Panes 4 35 Client Panel Panes 5 Staff Panel Panes 5 Pharmacies 10 Primary Care Physician 20 Primary Care Physician Pane 116 Privacy Security 1 Progress Notes Pane 9 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 145 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Index USER MANUAL R Responsible Party Pane 20 117 Ribbon Bar 2 22 23 Menu Security Tab 3 Ribbon Bar Tabs 2 View Tab 3 Ribbon Bar Client Tab 29 Ribbon Bar Home Tab 24 Ribbon Bar Menu Security Tab 25 Ribbon Bar View Tab 27 28 Ribbon Bar Tabs 2 Home Tab 2 S Scheduled Actions Pane 20 118 Selected Staff 10 Services Pane 9 21 119 Single Contact Assignments 11 Staff Panel 4 10 73 Appointments Pane 80 Selected Staff 10 Staff Panel Panes 10 To Do Pane 77 Staff Panel Panes 5 10 Appointments Pane 16 Caseload Pane 10 To Do Pane 12 Staff Preferences 8 54 Auto Restore 8 Client Panes Preferences 8 New Assessment
25. Figure 4 Ribbon Bar Menu Security Tab CLINICIAN S HOMEPAGE Main Client History Shortcuts Menu Profile Session Password ANASAZI fp Caseload ALEA To Do 240 Appointments 11 18 2009 E Type Name Case Type Name Caseit Me 4 Type Sts Start End ee Se There are no jtems to show There are no items to show gt E There are no items to show Logged on as SERVER ONE Environment Live The Menu Security Tab contains the following buttons e Main Menu Displays the Menu as it is established in the Anasazi Central Product Anasazi Products and Views can be launched from this menu e Client Profile Displays the Client Profile Menu as it is established in the Anasazi Central Product History Displays the most recently accessed Views this is the same as the History Menu in the Anasazi Central Product e Shortcuts Displays the Views that are on the Shortcut Bar in the Anasazi Central Product Lock Session Displays the Lock Session Dialog which allows the Logged In Staff to lock their Homepage session This is typically used when the Staff will be away from the machine Once the Staff returns he she is prompted to enter his her password in order to re enter the session Change Password Allows Staff to change his her password Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 25 a
26. Global Client functionality refer to the Anasazi Products Navigation Guide Client Overview Dialog The Ribbon Bar includes a Client Overview button that launches the Client Overview Dialog for the selected Client The Client Overview Dialog can contain the following information Not on Staff s Caseload The Client is Foreign to the Selected Staff Guest Access The Selected Staff has Client Guest Access to the Client Glass Broken The Selected Staff has Broken the Glass for the Client Pre Intake The Client is in a Pre Intake Status with the Selected Staff Not Open to Treatment The Client has never had any non Single Contact Assignments Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 17 ANASAZI P HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Prior Treatment Closed The Client has at least one non Single Contact Assignment but all of the Client s Assignments are currently closed Subject to Latency Home Phone Work Phone Episode of Care The Open Close date of the Treatment Session If the Client is closed the Treatment Session associated with the Client s most recent Primary Assignment is displayed Primary Assignment Displays Opened or Closed the SAl s name phone numbers and e mail address Treatment Team Displays the description of the Treatment Team the Team Leader and Team Member names phone numbers and e mail add
27. HOMEPAGE PRODUCTS Navigation USER MANUAL Ribbon Bar Cont d Figure 5 Lock Session Lock Session 2 Lock Anasazi session for ONE SERVER Figure 6 Unlock Session e This nasazi Session has been locked This Anasazi Session is in use and has been locked Only the Staff member who locked this session may unlock it Password Ok Cancel Figure 7 Change Password ES Change Password Staff ID 1 Old Password New Password Confirm New Password Cancel Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 26 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS USER MANUAL Navigation Ribbon Bar Cont d Figure 8 Ribbon Bar View Tab CLINICIAN S HOMEPAGE ANASAZI fp 20 Appointments 11 18 2009 20 Type Name Caseit Me 4 Type Sts Start End 18155 There are no items to show E Caseload 0 ToDo El Type Name Casett There are no items to show There are no items to show Logged on as SERVER ON Environment Live The View Tab allows for displaying or hiding the Caseload To Do and Appointments Panes as well as numerous other Client Panes as shown on the next page Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 27 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Ribbon Bar Cont d Figure 9 Ri
28. Panel CLINICIAN S HOMEPAGE Menu Security View Save Panel Layout and Restore Panel Restore Panel Filters Preferences Layout Filters 4 SERVER FOUPKQMHP laa ANASAZI PP Caseload 240 ToDo 40 Appointments 06 09 2010 El Type Name Casett Type Name Caset Me 4 Type Sts I Start End GCS CLIENT EIGHT m CLIENT ONE 1001 o gt There are no items to show CLIENT ELEVE fal CLIENT FIVE CLIENT ONE CLIENT SEVEN CLIENT SIX CLIENT TEN CLIENT TWO CLIENT ZERO a a a O a a al a a Logged on as SERVER ONE Environment Live NUM The Main Panel consists of the Title Bar Ribbon Bars and Status Bar Refer to the Navigation section of this manual for details Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 72 ANASAZI P 6 0 F TINA ALE HOMEPAGE PRODUCTS Staff Panel USER MANUAL STAFF PANEL Figure 47 Staff Panel CLINICIAN S HOMEPAGE Menu Security View Launch Preferences Save Panel Layout and Restore Pane Restore Panel External View Filters Preferences Layout il x SERVER FOUR QMHP jag ANASAZI DH Caseload 0 ToDo 240 Appointments 06 09 2010 El Type Name Casett Type Name Casett Me 4 Type Sts Start End ESE SS CLIENT EIGHT 1008 a CLIENT ONE 1001 O gt CLIENT ELEVEN 1011 a CLIENT FIVE CLIENT ONE 1001 CLIENT SEVEN 1007 CLIENT SIX 1006 CLIENT TEN 1010 CLIENT TWO 1002 CLIENT ZERO 1000 There are no
29. Panes Treatment Plans Df Staff Preferences j o VI H amp Save x Close Preferences Preferences Preferences Treatment Plans Auto Restore Client Panes l i Appointments Initially show Treatment Plans in the past 0 months in the Treatment Plans Pane Assessments Diagnoses GAF Lab Results Medications Progress Notes Services New Assessments Pharmacies The Initially show Treatment Plans in the past months in the Treatment Plans Pane field allows for filtering the Treatment Plans that are displayed in the Treatment Plans Pane to a specified number of months Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 69 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 44 Staff Preferences Dialog New Assessments Staff Preferences tal Save e Close Preferences Preferences Preferences New Assessments Add Remove Clear Delete Pharmacies PET Description The Assessments selected here are the Assessments that are initially displayed in the selection list when creating new Assessments The Add button displays the Add Multiple Assessments Dialog shown previously from which multiple Assessments can be added The selection button to the right of the ID field displays the Assessment Lookup from which a single Assessment can be added The
30. Rout nnmn mk The P N field is filled if the Service has been Progress Noted The N S field is filled in if the Service is a cancellation or no show The next column displays as Ind for Individual Services or Gr for Group Services The Crisis field is filled in if the Service is a crisis Service The Form field displays the Form Number of the Service The Service Code field displays the Service Code of the Service that was provided The Service Description displays the description of the Service provided The Date field displays the begin date on which the Service took place The Thru field displays the end date of the Service The Time is the time at which the Service began The Duration is the length of the Service The Unit ID field displays the ID of the Unit to which the Service is associated The Unit Name field displays the description of the Unit to which the Service is associated The SubUnit ID field displays the SubUnit ID of the SubUnit to which the Service is associated The SubUnit Name field displays the description of the SubUnit to which the Service is associated The Server ID field displays the ID of the Server who performed the Service The Server Name field displays the Name of the Server who performed the Service Confiden
31. The Delete button displays a Confirm Dialog that prompts the Staff whether to delete the selected line The Initially show Progress Notes in the past months in the Progress Notes Pane field allows for filtering the Progress Notes that are displayed in the Progress Notes Pane to a specified number of months Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 64 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 39 Add Multiple Service Codes Dialog Bf Multiple Selections Add Multiple Service Codes Check each service code to be added to the list of service codes in the Preferences Panel and click None Invert Find Description eC Ce 2 Crisis Service 3 Day Service 4 Group Service 10 Assessment E valuation 11 Psychiatric Diagnostic Intryw 12 Psychological E valuation 20 Medication Review 21 Medication Education T raining 22 Laboratory Services 30 Individual Counseling 31 Group Counseling 32 Family Counseling 33 Individual Psychotherapy 35 Family Therapy 40 Individual Skills Training 41 Group Skills Training OOOOOOOOOOO000000 ed ce Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 65 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figu
32. USER MANUAL Panes Cont d Figure 17 Panes CLINICIAN S HOMEPAGE Layout anel Layouts x SERVER FOUR QMHP Caseload El Type Name ar 4 Type Sts 1 Start End CCS CLIENT EIGHT i gt There are no items to show CLIENT ELEVEN m CLIENT FIVE CLIENT ONE CLIENT SEVEN CLIENT SIX CLIENT TEN CLIENT TWO Logged on as SERVER FOUR QMHP Environment Live NUM Panes can be moved within the Panel or off of the Panel by clicking on the Title Bar with the left mouse button and holding and dragging it to the desired location When moving a Pane the screen displays several placement anchor indicators which shows where the Pane could be dropped relative to other Panes Dropping a Pane onto the middle anchor indicator places it together with another Pane such that they can be toggled using tabs at the bottom as shown below Dropping a Pane onto the right side anchor moves the Pane to the right dropping a Pane onto the left side anchor moves the Pane to the left and so on Caseload q E Type Name Casett a CLIENT EIGAT 1008 a CLIENT EEVEN 1011 fe CLIENT FIVE 1005 fe CLIENT ONE 1001 E CLIENT SEVEN 1007 C CU NT six 1006 a IENT TEN 1010 m CLIENT TWO 1002 CLIENT ZERO 1000 Appointments 06 09 2010 Caseload Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 36 Y ANASAZI SOFTWARE HOMEPAGE PRODUCT
33. and Cancelled Services The Filters button displays the Appointments Pane Filters Dialog shown later in this section The Type column displays a graphic representing the Appointment Type m A blue box for Clients on the selected Staff s Caseload and for whom the Staff is the SAI El An empty box for Clients on the Selected Staff s Caseload A blue dash in a box for Foreign Clients Blank for Group Services The Sts Status column displays a graphic representing the status of the Appointment Resolved Blank for Unresolved Uncanceled Not Checked In j Checked In Cancelled Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 80 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL Appointments Pane Cont d Figure 55 Appointments Pane Appointments 07 24 2009 A 4 End Client Case Service gt 9 004M 10 004M CLIENT TWO Individual 12 00PM 1 00 PM Group Counseling Group Cou ivi 4 30PM 5 30PM CLIENT ONE Individual The 1 G column displays Individual or Group A strikethrough indicates that the Service is either Resolved or Cancelled The Start column displays the Start Time of the Service A strikethrough indicates that the Service is either Resolved or Cancelled The End column displays the End Time of the Service A strikethrough indicates that the
34. and can not be changed e Subtext Subtext is not accommodated Non Array Lists Non Array Lists are the same as those used in the Anasazi Central Product and are used infrequently i e only when there is a specific need such as on Multi Select Dialogs In brief on Non Array Lists Resizing Columns The width of columns may always be resized e Column Order Columns may not have their order changed from left to right Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 6 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL e Displaying Columns Staff may not customize which Columns to display e Sorting Sorting is always pre defined and can not be changed Sorting is sensitive to character case i e upper lower e Grouping Rows Functionality for grouping rows is not accommodated e Subtext Subtext is not accommodated Trees The Homepage Products include a number of different Trees and Tree Types as follows No Column Heading Trees These Trees are the same as those used in the Anasazi Central Product and are used most frequently throughout the Homepage Product On No Column Heading Trees there are two columns the first is typically a label e g Home Phone and the second is typically a value e g the Clients Phone The sort order of the branches on No Column Heading Trees is pre defined and cannot be changed nor can the D
35. as ae a tias 49 Fields ai maet a ta da A e A a aa hi 50 Staff Preferences iu e wae WLR eed cd a 54 Staff Preferences Dialog 000 cc etna 54 Malin Pamel e g c20 3 6 205005 025 cts a eraic g teed Genser p aceon a a 72 Staff Panel sess se eek ida A tn Ebene AE Gea eon ae arc ee ae aah 73 Caseload Pane la iia wed we 74 WOO FANG rra a ar dd ib calas 77 Appointinents Pane eii e Siew ae Sie a ee ne atte ae sal gn ee e E coe ae 80 ClientiPanel Ree em ee 85 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page i ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Table of Contents USER MANUAL Client OVEVICW sce aeons arte a Wie a eal ak a wee ita AA a a 86 Broadcast Alemana a ee Se Se 87 Client Panel Panes oc a ved eee ne a Rw de a a cae 88 Appointinents Pane ivi a tobe ache ein eee hier ear ea 90 ASSESSMENTS Pane iii wie a etac Gee Wee a Sat ad wee wdc ae aaa a ade alae 91 Assignments PANG cu doe wate ate Gee Mb ais Ba a ee a gee a ae aa a a ee ae ee 93 Authorizations Pane ee ne ee eee eee ee ees 96 Client Overview Pane iii c ce 8G hacks tad dd a athena ba betes 98 Diagnoses Pane ira retsep bee ees Rate Shwe Rae nee KESA dee AR te dees hs 99 Emergency Contact Pane 0 0 cece tte teens 102 Axis V GAF Scores Pane 0 000 ccc eee eee eee eee 103 Insurance Coverage Pane occ 106 Lab ReSUItS Pane erison ioe ioe wea Carle As ain aR Oe ee a ee ale aad a ae aa 1
36. eee 4 LISTS bas Sheree ad a dae Rood aed bas Rae mad ae Be ae he ae a 6 Ties eenaa AE 7 FICIGS bea ib ooh te eee AN 8 Stall Pretere nes uri ii a Gee ia a eae ln A 8 AUTOJREOSTOre du nada a tada nied ened ane eine we ween ten ta eae bance d 8 Client Panes Preferences aici disc wa estes nerok a wee te hs Gea ww eed wae dee oe we OA 8 New Assessments sico seeded ded ae BERGA AE eed Ne er eae Whe bated a eae aes 10 Pharmacies sicccates dara oi ha oa wa Sled a dio 10 Staff Panel ia A A ah en ak eee we 10 Selected Stalf lt i jcdedea chs setae d a want access ia aor aoa aks ae ala a oath da ae eee 10 Staff Panel Panes iia ead dead ead ea awa Saeed a ed RNS eh ES 10 Glient Ranell ei cuina ara taa A na an wanna fe ne a A ainda Gig ana eats CRRA 16 Client ACCESS 34 once owas deere A aed Geneon A ae ee a ed lees ai 16 Client Overview Dialog 0 000 cect tte eee 17 Broadcast Alent iia se Coe dada ad ee a We Reh A dos Eee eR ee hd ea A 18 Glient Panel PANES 30d aa ate eae hn Gear A ew A ala ae Stains ee Bee cis 19 Break the Glass eri iaa are leh dele a ae Od ab bee areal are oes wate ea wal ede we are Asa wea oa 21 INAV IG AU ON Seti weer ce eared eae eee We erate ne are wee ee eae ere ce te is eyecare 22 Ribbon Bat sick ic sisi cee seed a ere SA a eB A Ra eee a wee ed A ee is 22 Panels miastenia dad dae kaa da hee tarde 31 LINKS iia ra a a ae wkd a RA da a 47 LISTS Bai a da dd Gente ie AA EA A Ba A a hdd ON Aa a E td 48 Trees is
37. ft Sim Gender Male Lactating Nursina Weight 162 Ibs 0 oz Fathering a child BMI 24 6 Blood Pressure Systolic Diastolic Temperature 0 0 F Heart Rate min Respiratory Rate min ondition Renal Function O mL min Dialysis Types Description Name ib Hemodialysis Allergies 16 Peritoneal Dialysis Asthma penicillin 4 Radio Buttons Radio buttons allow for selecting or de selecting a value 5 Underlined fields are links that is when clicked they open another related Dialog Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 51 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Fields Cont d Figure 26 Field Examples Bf Medications for ONE CLIENT 1001 Male Born 12 05 1986 New New Medication New Client Prescription Order Instruction Cla Query all Client Close Client Medications Medications X E Pre Approye Changes Discard Pre Approved Final Approve Changes Add Pre exiting Medication G Me Str Do Ro Sig Ad S D E D E D D S R RD L A S Sta Status Proz 10mg caps oral Tak 0 E fs 2 3 Ha 06 2 SER m Save Clear X Cancel Medication Details New Prescription O Free T
38. the Client Panel to the bottom of the Main Panel If focus is on a Client in the Caseload Appointment or To Do List Panes that Client is displayed to the Client Panel Otherwise a Client can be selected subject to Privacy Security e Break The Glass Allows for breaking the glass which is a means to in a crisis situation put a particular Client on a Staff Member s Homepage who ordinarily would not be displayed e Launch External View Allows for launching the Anasazi Software Scheduler Single Day Scheduler Multi Day or Group Progress Note e Preferences Displays the Staff Preferences Dialog e Save Panel Layout and Filters Preferences Allows for saving a customized Panel layout and the selected filters This button is only available if the Allowed to Save Panel Layout and Preferences field is active on the CH DR Product Access 14 Tab Page in Staff Maintenance Refer to the Homepage System Administrator Manual for information on this field Restore Panel Layout Restores the Panel to the saved Panel Layout or the default Panel Layout e Restore Panel Filters Restores the Panel Filters to their original selections Exit Application Exits the Homepage Product Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 24 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Ribbon Bar Cont d
39. the Panel Filters anytime a different Staff or Client is selected The Preferences container displays options in a Tree format A main option may or may not have additional tree branches below which are denoted by a sign as with the Client Panes option above Clicking on a branch displays the information to the right The Auto Restore options can be set to one of the following e Automatically restore the Panel Layout anytime a different Staff or Client is selected if this option is active any customization that had been made to the layout of Panes on the Panel will be restored to the original layout i e the Panel Layout that was most recently saved for the Logged In Staff via the Save Panel Layout and Filters Preferences Ribbon Bar button when either a new Staff or Client is selected e Automatically restore the Panel Filters anytime a different Staff or Client is selected If this field is active any customization that had been made to any Panel or Pane Filters are restored to their original selections i e the selections in the fields in the Preferences Dialog and in the various Filters Dialogs that were most recently saved by the Logged In Staff via the Save Panel Layout and Filters Preferences Ribbon Bar button when either a new Staff or new Client is selected If this field is inactive and a change is made to a Preferences field that affects a Filter e g a change is made to the Assessments Pr
40. this section e Pty displays the Priority of the coverage Effective displays the Effective Date of the coverage Award Date displays the date on which coverage was awarded to the Client Expiration displays the Expiration Date of the coverage Policy displays the Policy Number of the coverage PaySrc ID displays the ID of the Pay Source the coverage is with Pay Source displays the description of the Pay Source the coverage is with BenPIn ID deposals the ID of the Benefit Plan the coverage is with Benefit Plan displays the description of the Benefit Plan the coverage is with Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 106 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Insurance Coverages Pane Cont d Figure 81 Insurance Coverage Pane Insurance Coverages A 7 Prty Effective Expiration Policyit PaySrc ID Pay Source BenPin ID Benefit Plan E 1 1 2005 1234567890 1 Pay Source 1 1 Benefit Plan 1 2 5 1 2005 98765431 2 Pay Source 2 BCBS 2 Benefit Plan 2 BCBS Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 107 ANASAZI P HOMEPAGE PRODUCTS Client Panel USER MANUAL Insurance Coverages Pane Cont d Figure 82 Insurance Coverage Pane Filters Filters Insurance Coverage Pane Filter
41. 09 Medical Conditions Pane 0 0 cc eee ee eee eens 111 Medications Pane 0 cc ee ee ee eee een eee ene ees 113 Notifications Pale issue oe ng ae a ae ae eed a a AA a ae chad ae 115 Primary Care Physician Pane 000 cece tenes 116 Responsible Party Pane ooocccocccoccro teens 117 Scheduled Actions Pane 0 0 ccc eee eee eens 118 Services PANS orrira iaiia a i E a AEE ida ara bes We 119 Substance Abuse Pane o 122 Treatment Plans PANS ioien ii is id a id thea ae 124 Break he Glass 3060 to a we eek 132 Break the Glass Dialog o ooocoooococcr eee ee 133 O A NO AN 140 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page ii ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL THE FLYING TOUR The Homepage Products provide a wide array of components in a flexible display The Homepage Products interface displays and organizes data from other Anasazi Products e g Scheduler Assessment Treatment Plan Client Data in real time allowing for streamlined quality of care In most situations Staff may choose the Anasazi data they wish to display and may make changes to this display on the fly Broad functionality is included that provides Staff with ready access to information regarding the Client to aid him her in preparing for a session including A means to readily view Client Overview information in the Casel
42. 10 Updated through PW 0164 Page 97 ANASAZI P HOMEPAGE PRODUCTS Client Panel USER MANUAL Client Overview Pane Client Overview 7 Name ONE CLIENT 1001 Home Phone 480 555 4563 Work Phone 800 415 5646 Episode of Care 04 01 1998 Primary Assignment 100 1010 Central Treatment Center Counseling Open Closed 03 01 42003 SAI 4 FOUR SERVER Pharmacy of Choice The Client Overview Pane displays the selected Client s name and Case Number If the Expand this Pane graphic is clicked the following information is displayed about the selected Client e Client Name 8 Case Number Home Phone Number Work Phone Number Episode of Care Date e Primary Assignment Unit SubUnit e Primary Assignment Opened Date and Closed Date SAI ID and Name e Pharmacy of Choice Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 98 ANASAZI P SOFTWARE Client Panel HOMEPAGE PRODUCTS USER MANUAL Diagnoses Pane Figure 73 Primary Diagnosis Pane Primary Diagnosis Priority 1CD9 Description E There are no items to show 4 E The Primary Diagnosis Pane displays the Client s Primary Diagnosis from their most recently Final Approved Assessment that contains the Diagnosis Review Tab Page provided all Assessments that include the Diagnosis Review Tab Page both as a stand alone Assessment and where it has been added as a Tab Page to
43. AF Assessments that were performed far in the past Controls the Assessments to be displayed in the GAF Pane This establishes the list of Assessment Types that include the GAF score Lab Results Pane Controls the display of Lab Results Assessments in the past months Staff may not want to initially see Lab Results that were recorded far in the past Controls the Assessments to be displayed in the Lab Results Pane This establishes the list of Assessment Types that are to be considered to be Lab Result Assessments Medications Pane Controls the default Dose Unit for oral liquids e g cubic centimeter milliliter or teaspoon This establishes the Sig Dose Unit that is to be defaulted when entering a new Medication record for an oral liquid i e some doctors prefer to specify dosage in teaspoons others prefer CC s Controls the Default Action for Injections which establishes the Sig Action that is to be defaulted when entering a new Medication record for an Injection i e some doctors prefer to specify Administer others prefer Inject Note this option is only available in the Doctor s Homepage Product Progress Notes Pane Controls the display of preferred Service Codes Staff may want to initially only see certain Service Codes Controls the display of Progress Notes in the past months Staff may not want to initially see Progress Notes that were performed far in the past Note th
44. Assessment Lookup can also be displayed by typing in the ID of an Assessment The Remove button displays the Remove Multiple Assessments Dialog shown previously The Clear button clears an unsaved entry in the ID field The Delete button displays a Confirm Dialog that prompts the Staff whether to delete the selected line Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 70 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 45 Staff Preferences Dialog Pharmacies Dr Staff Preferences ral Save Close Preferences Preferences Preferences Pharmacies Auto Restore Client Panes New Assessments Pharmacy Name Laie City St ZIP The Pharmacies Pane is only available in the Doctor s Homepage Product and allows for setting default search criteria that is used in the Pharmacy Lookup in the Doctor s Homepage The Pharmacy Name can be a maximum of 35 characters in length The City can be a maximum of 35 characters in length The St is selected from a drop down list The Zip can be 1 to 5 characters in length Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 71 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Main Panel USER MANUAL MAIN PANEL Figure 46 Main
45. Cont d Figure 42 Staff Preferences Dialog Client Panes Substance Abuse Df Staff Preferences ll Save Preferences Preferences Preferences Substance Abuse Auto Restore Client Panes Appointments Assessments E 5 Description Diagnoses GAF AO AAA Lab Results Medications Progress Notes Services Treatment Plans New Assessments Pharmacies The Assessments selected here are those containing the Drug Use Multiple Entry Window MEW and are the Assessments that are initially displayed in the Substance Abuse Pane The Add button displays the Add Multiple Assessments Dialog shown previously from which multiple Assessments can be added The selection button to the right of the ID field displays the Assessment Lookup from which a single Assessment can be added The Assessment Lookup can also be displayed by typing in the ID of an Assessment The Remove button displays the Remove Multiple Assessments Dialog shown previously The Clear button clears an unsaved entry in the ID field The Delete button displays a Confirm Dialog that prompts the Staff whether to delete the selected line Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 68 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 43 Staff Preferences Dialog Client
46. E HOMEPAGE PRODUCTS Client Panel USER MANUAL Treatment Plans Pane Cont d Figure 101 Strengths Problems Goals and Objectives Pane Strengths Problems Goals and Objectives q E Level Description Status Established Target Resolved Linked Txt Prob Depression Active 11 19 2009 Goal Extended Time withou Active 11 19 2009 Obj Practice Medication Co Active 11 19 2009 Obj Other Objective for Ti Active 11 19 2009 The Strengths Problems Goals and Objectives Pane can display the following information for the selected Treatment Plan e Show Text Hide Text icon displays or hides details about the Strengths Problems Goals and Objectives e Level i e Strength Problem Goal or Objective e Description e Status e Established Date Target Date Resolved Date e Linked Text Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 127 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Treatment Plans Pane Cont d Figure 102 Interventions Pane Interventions z E Type Description Se Se Server UnitID Unit Name SubUni SubUnit Name Freq Antic Qty Duration Link Multi Se Individual C 1 0 AdHoc 12 00 The Interventions Pane can display the following information for the selected Treatment Plan e Show Text Hide Text icon displays or hides Intervention details Type
47. ER MANUAL Client Overview Figure 60 Client Overview Dialog fA Client Overview to TWO CLIENT 1002 Home Phone 480 555 8975 Work Phone 480 546 9865 Episode of Care 04 01 1998 Primary Assignment 100 1010 Central Treatment Center Counseling Open Closed 04 01 1998 SAI 5 FIVE SERVER Pharmacy of Choice Cancel The Client Overview Dialog is displayed via the Client Overview button on the Client Ribbon Bar and lists information about the selected Client including the following e Client Name and Case Number Home Phone e Work Phone e Episode of Care e Primary Assignment amp Open Closed Dates SAI e Pharmacy of Choice Note this displays as a link in the Doctor s Homepage Product which launches the Pharmacy Lookup Note The information displayed to this Dialog is hard coded to report information from various sources including Assessment Questions If the information entered in the Assessment Questions differs from the label e g a Client s cell phone number is entered as his her home phone the data that is displayed here may not match the label Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 86 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Broadcast Alert Figure 61 Initiate Broadcast Alert O Initiate Broadcast Alert Initiating Alert for ONE CLIENT 1001 A Entering text and cl
48. Filters Dialog 101 Emergency Contact Pane 102 GAF Pane Filters Dialog 105 Insurance Coverage Pane 107 Insurance Coverage Pane Filters 108 Lab Results Pane 109 Lab Results Pane Filters Dialog 110 Medical Conditions Pane 111 Medications Pane 113 Medications Pane Filters 114 Notifications Pane 115 Primary Assignment Pane 93 Primary Care Physician Pane 116 Primary Diagnosis Pane 99 Primary Insurance Coverage Pane 106 Primary Substance Abuse Pane 122 Responsible Party Pane 117 Scheduled Actions Pane 118 Services Pane 119 120 Services Pane Filters Dialog 121 Substance Abuse Pane 123 Treatment Plans Pane 124 Client Panel Panes 5 19 88 Appointments Pane 19 90 Assessments Pane 19 91 Assignments Pane 19 93 Authorizations Pane 19 96 Axis V GAF Scores Pane 19 103 Client Overview Pane 19 98 Diagnoses Pane 19 99 Emergency Contact Pane 19 102 Insurance Coverage Pane 19 106 Lab Results Pane 109 Medical Conditions Pane 20 111 Medications Pane 20 113 Notifications Pane 20 115 Primary Care Physician 20 Primary Care Physician Pane 116 Responsible Party Pane 20 117 Scheduled Actions Pane 20 118 Services Pane 21 119 Substance Abuse Pane 21 122 Treatment Plans Pane 21 124 Client Panes Preferences 8 Appointments Pane 8 Assessments Pane 8 GAF Pane 9 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 141 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Index USER MANUAL Lab Resul
49. IVE QMHP Caseload 0 ToDo 20 Appointments 06 09 2010 20 E Type Name Casett Type Name Ses 4 Type Sts I Start End E O CLIENT FOUR CLIENT THREE CLIENT TWELVE CLIENT TWO CLIENT ZERO Client Panel D O d There are no items to show Client Overview E Client Chart View Client Action Schedules View New Assessment ee Hw ge Broadcast Alert Hovering the mouse pointer over the right most column of a row displays a drop down arrow icon E Clicking this graphic displays a menu that allows for launching one of the following e Client Panel e Client Overview e Client Chart View e Client Action Schedules View New Assessment Broadcast Alert Right clicking on a row also displays this menu Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 76 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL To Do Pane Figure 51 To Do Pane To Do Type Name Caselt Me f CLIENT ONE 1001 A E CLIENT TWO 1002 C The To Do Pane displays Clients who have at least one Notification that is relative to the selected Staff e g Pre Approved Medication s Pending or Refill Request s Pending Assessment Pending Final Approval etc If the Staff Member has elected to exclude their Extended Caseload i e Treatment Teams in the Caseload Pane Filters Dialog Notifications for Clients on their Extended Caseload are not displayed in
50. Items preceded by a red bang can be removed from the Notifications Dialog only by completing the required To Do task Items preceded by a blue bang can be removed from the Notifications Dialog by clicking Acknowledge Clicking a Notification link launches the associated document The Cancel button closes the Client Notifications Dialog and returns focus to the Homepage Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 79 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL Appointments Pane Figure 54 Appointments Pane Appointments 07 24 2009 A Start End Client Case Service 9 004M 10 00AM CLIENT TWO Individual 1200 PM 1 00 PM Group Counseling Group Cou ivi 4 30PM 5 30PM CLIENT ONE 1001 Individual The Appointments Pane displays a list of Clients who have Services scheduled via the Scheduler Product for the selected Staff both Individual and Group Events for a day today or any other day past or future The left arrow in the upper left corner of the Appointments Pane displays the previous day s scheduled Services The right arrow in the upper left corner of the Appointments Pane displays the next day s scheduled Services The Appointments List may be optionally filtered to include Resolved and Cancelled Services include Resolved Services include Cancelled Services or to exclude Resolved
51. MANUAL Axis V GAF Scores Pane Cont d Figure 79 GAF Pane Filters Dialog Filters GAF Pane Filters Changes to the following filters will update the display of the GAF Pane Include GAF Assessments on or after This filter does not apply when the GAF Pane is collapsed cae The Axis V GAF Scores Pane can be filtered to display Assessments containing GAF scores on or after a certain date As noted in the Dialog above this filter does not apply when the GAF Pane is collapsed Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 105 ANASAZI P HOMEPAGE PRODUCTS Client Panel USER MANUAL Insurance Coverage Pane Figure 80 Primary Insurance Coverage Pane Primary Insurance Coverage P Effective Award Date Expiration Policy PaySrc ID E 1 01 01 2006 123456 af Pay Source BenPin ID Pay Source 4 The Primary Insurance Coverage Pane displays the following information from Client 3rd Party Coverages The down arrow in the left corner Expand this Pane expands the pane to display all of the Client s Insurance Coverages and the Pane button and title change to read Insurance Coverages If all Insurance Coverages are displayed this arrow appears as an up arrow Collapse this Pane to return to displaying only the Primary Insurance Coverage The Filters icon displays the Insurance Coverage Pane Filters Dialog shown later in
52. Members and pertain only when they are the Logged In Staff Note that Preferences do not copy when the Staff Template Copy Utility is run Refer to the Homepage Products System Administrator Manual for information on the Staff Template Copy Utility Auto Restore Auto Restore options specify the manner in which the Panel Layout is to be restored any time a new Staff or Client is selected Client Panes Preferences Appointments Pane Controls how far in the future to display Services from the Scheduler Product Staff may not want to initially see Services that are scheduled far in the future Assessments Pane Controls the preferred Assessments to be initially displayed Staff may want to initially see only certain Assessments Controls the display of Assessments in the past months Staff may not want to initially see Assessments that were performed far in the past Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 8 ANASAZI P HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Diagnoses Pane Controls the Assessments to be displayed in the Diagnoses Pane This establishes the list of Assessment Types that include the Diagnosis Review Page as a Tab Page Staff do not have the option of controlling the Assessments displayed once the Client Panel is launched GAF Pane Controls the display of GAF Assessments in the past months Staff may not want to initially see G
53. Multiple Selections Add Medical Conditions Check each Medical Condition that you would like to add to the list of Medical Conditions for the client Once finished continuing will add those items selected while cancelling will back out without saving All None Invert Find ID Description Select lt 20068 O 901 Default Range 17033 Abdominal Adhesions E i i 8467 Abnormal Glucose Tolerance 38 Abnormal Uterine Bleeding 40 Acetaminophen Overdose 7839 Achlorhydria 8638 Acidosis 8419 Acute Surgical Abdomen 8420 Acute Alcohol Intoxication 8421 Acute Cholecystitis 8422 Acute Disseminated Encephalomyelitis 16188 Acute Lymphoblastic Leukemia 16154 Acute Nonlymphocytic Leukemia 8751 Adrenal Hemorrhage 49 Adrenal Insufficiency OOOOOOOOOOO0O0 Te coe 10 Checkbox Fields Checkbox fields allow for selecting or de selecting a value Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 53 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL STAFF PREFERENCES Staff Preferences Dialog Figure 28 Staff Preferences Dialog Auto Restore Dt Staff Preferences inl Od Save Close Preferences Preferences Preferences Auto Restore Auto Restore Client Panes New Assessments Automatically restore the Panel Layout anytime a different Staff or Client is selected Pharmacies Automatically restore
54. Name It can be a maximum of 166 characters in length The Ethnicity is selected from the Ethnicities Lookup The Primary Unit is selected from the Units Lookup The Primary SubUnit field is available if a value is in the Primary Unit field and is selected from the SubUnits Lookup The SAI is selected from the Staff Lookup The From Age and Thru Age fields can each be 1 to 3 digits in length and can be entered directly into the fields or selected from the Number Dialog The Sex can be A All F Female or M Male The Active Status can be set to A All N Inactive or Y Active The Apply Filters button applies the selected filters to the Client List The Clear Filters button clears the filters from the Client List Filters Pane and from the Client List Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 136 ANASAZI P SOFTWARE Break the Glass HOMEPAGE PRODUCTS USER MANUAL Break the Glass Dialog Cont d Figure 111 Break the Glass Dialog Alias List Pane Alias List Last Name First Name MI Client Name FIFTEEN Case Number Client List Alias List The Alias List displays the Clients who have aliases defined in their Demographic Assessment Confidential and Proprietary to Anasazi Software Inc December 2 2010 Upd
55. Panel USER MANUAL Medical Conditions Pane Figure 85 Medical Conditions Pane Medical Conditions A Reviewed by ONE SERVER April 29 2009 11 29 4M General Age 22 yrs 11 months Gender Male Height se Weight 162 lbs 0 oz BHI 24 6 BJ Medical Conditions Asthma Allergies B Medication Allergies penicillin The Medical Conditions Pane displays the Client s medical conditions from their most recent Final Approved Medical Condition Review in the Doctor s Homepage Product The Show the previous Medical Conditions Review graphic displays the previous record The Show the next Medical Conditions Review graphic displays the next record The Show Filters graphic displays the Medical Conditions Pane Filters Dialog shown on the next page Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 111 ANASAZI P SOFTWARE Client Panel HOMEPAGE PRODUCTS USER MANUAL Medical Conditions Pane Cont d Figure 86 Medical Conditions Pane Filters Dialog DO Filters Medical Conditions Pane Filters Changes to the following filters will update the display of the Medical Conditions Pane O Include Voided Medical Conditions Reviews onl DN If the Include Voided Medical Conditions Reviews only field is active only Medical Conditions Reviews that have been Voided are displayed in the Medical Conditions Panel Confid
56. Plan Lab Results Logged on as SERVER ONE Environment Live NUM Once the layout has been customized if the Logged In Staff has permission to save the layout i e the Allowed to Save Panel Layout and Preferences field is active on CH DR Product Access 13 in Staff Maintenance it can be saved by clicking the Save Panel Layout and Filters Preferences button in the Ribbon Bar on the Home Tab Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 46 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Links Figure 28 Links Client Overview A Name ONE CLIENT 1001 Home Phone 480 555 4563 Work Phone 800 415 5646 Episode of Care 04 01 1998 Primary Assignment 100 7 1010 Central Treatment Center Counseling Open Closed 03 01 2003 SAI 4 FOUR SERVER Pharmacy of Choice Links are represented as underlined text and provide a means to launch an associated Dialog or View For example clicking the Pharmacy of Choice link on the Client Overview Dialog displays the Pharmacy Lookup in the Doctor s Homepage Product only Links are single click that is the link must be clicked only one time in order to open the associated Dialog or View not double clicked A double click can lead to the Dialog or View launching twice and presenting a Stop Message indicating that the action cannot be performed Confidential and Pro
57. QMHP Caseload 0 ToDo 0 Appointments 11 18 2009 Fl Type Name Typ Name Caset Me 4 Type Sts Start End G E CLIENT EIGHT m There are no items to show There are no items to show E CLIENT THREE E a CLIENT TWELVE v When the Client Panel is displayed and a Client has been selected a new Tab Page appears in the Ribbon Bar as Client which may contain the following buttons e Refresh Refreshes the data that is displayed to the Client Panel e Client Overview Displays the Client Overview Dialog e Pharmacy of Choice Displays the Pharmacy Lookup Doctor s Homepage only e Broadcast Alert Displays the Initiate Broadcast Alert Dialog e New Medication Allows for entering a New Prescription New Medication Order New Client Instruction or New Pre Existing Medication via the Medications Dialog Doctor s Homepage only e New Progress Note The top of this split button displays the Client Chart to allow for adding a New Progress Note New Multi Service Progress Note New Group Progress Note or New Informational Note to the Client s current Interim Service Log Interim Treatment Plan or Treatment Plan If the selected Client has a Treatment Plan that overlaps the current date and an Individual Progress Note or Multi Service Progress Note is selected for entry the Client Chart displays and allows entry of an UnPlanned Note or selection of an applicable Intervention
58. S Navigation USER MANUAL Panes Cont d Figure 18 Panes CLINICIAN S HOMEPAGE x SERVER ONE ANASAZI HD Caseload 40 ToDo 40 Appointments 11 18 2009 E Type Name Casett Type Name Casett Me 4 Type Sts I Start End E E Se O CLIENT FIVE 1005 E CLIENT ONE 1001 o gt There are no items to show E CLIENT ONE Primary Insurance Coverage Services Appointments Scheduled Actions Primary Assignment Authorizations Services Fl P N NZS 1 G te Servic 5 T D Unit N S Server Super A 101 Zase Ma 06 22 2009 es 1 Counsel ES p78 30 Individual 08 03 2009 ne 1 1 Central 1 Counsell ze w Routine 579 30 Individual 08 10 2009 ne 1 1 Central 1 Counsel En E Routine 584 30 Individual 10 05 2009 a 1 1 Central 1 Counsell en hs Routine suoeapap SUOIPUOD EOIPaja Logged on as SERVER ONE Environment Live NUM Columns in a Pane can be reordered by clicking on the column header holding the left mouse button down while moving it to the desired location Red arrows help to visually display the location in which the column will be dropped or moved In the example above the Date column is being moved to the left between the Crisis and Service Code columns Column data can be sorted by clicking on the column header Ascending and Descending sorting is accommodated on columns with few exceptions A graphic to the right of the active
59. Service is either Resolved or Cancelled The Client column displays the Client s Name for Individual Services Otherwise it displays as blank for Group Services A strikethrough indicates that the Service is either Resolved or Cancelled The Case column displays the Clients Case Number for Individual Services Otherwise it displays as blank for Group Services A strikethrough indicates that the Service is either Resolved or Cancelled The Service displays the description of the Service Code of the Service A strikethrough indicates that the Service is either Resolved or Cancelled Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 81 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL Appointments Pane Cont d Figure 56 Appointments Pane Appointments 07 24 2009 a 4 Type Sts IZG Start End Client Caset Service E Indivi 9 004mM 10 004M CLIENT TWO 1002 Individual Group 12 00PM 1 00PM Group Counseling Group Cou E Indivi 4 30 PM Individual Progress Note this Appointment Client Panel Client Overview Client Chart View Client Action Schedules View New Assessment Broadcast Alert For Individual Services the right click menu contains the following options e Progress Note this Appointment Progress Note entry may be initiated for Unresolved Uncanceled Individual Services Clicking this op
60. Staff Member s current and past Caseload F Only Clients on the Staff Member s current Caseload sensitive to Latency Note The Lookup Button on the Client Panel is shadowed and unavailable if the Disable the Client Lookup field is active on the Menu Group Dialog refer to the Anasazi System Administrator Manual for information on Menu Groups This Lookup must first find all of the Clients to which the Logged In Staff has Client Access before populating the Lookup As such this Lookup is reasonably fast if the Logged In Staff has Client Access to a small number of Clients a few hundred or less There is no precise answer to which Lookup will be faster for a given Staff Member because there are many factors involved e g how many records are in the Agency s Client File how many Clients are open to the target Units SubUnits how many Clients used to be open to the target Units SubUnits how many Clients are on the Staff s current Caseload how many Clients used to be on the Staff s Caseload whether or not Treatment Teams are being used etc Global Client When a Client is selected in the Clinicians Homepage or the Doctor s Homepage that Client is automatically populated in the Global Client field Anasazi Products e g Anasazi Central Client Data etc Conversely if a Global Client is selected in an Anasazi Product it does not populate the Client Panel in the Clinician s Homepage or Doctor s Homepage For details on
61. ZI P HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Appointments Pane The Appointments Pane displays a list of Services for the current date that have been scheduled via the Scheduler Product and includes the following columns refer to the Scheduler Product User Manual for details on scheduled Services Type displays the Service Type Status displays the Service Status Start displays the scheduled start time of the Service End displays the scheduled end time of the Service Client displays the Client the Appointment is for Case displays the Client s Case Number Service displays the ID of the Service Client Panel As noted earlier the Client Panel displays a number of Panes that include information relative to the selected Client The Client Panel can be launched from the Caseload Appointments or To Do List Panes for a selected Client or can be launched empty in which case any Client can be selected subject to Privacy Security Client Access Client Access controls the Client that can be selected in the Client Panel as well as the Clients that are displayed on the Client Lookup Client Access information is detailed in the Anasazi System Administrator Manual Client Lookup Dialogs There are two Client Lookup Dialogs in the Homepage Products Common Lookup and Advanced Lookup Common Lookup The Common Lookup is analogous to the Client Lookup in the Anasazi Central Suite of Produc
62. a blue box for No Show Interventions e Crisis displays a blue box for Crisis Intervention Date start date Thru through date e Service Code e Progress Note e Unit ID Unit Name SubUnit ID SubUnit Name Server ID e Server Name Time e Duration Appointment Type e Person Served e Place of Service e Contact Type e Intensity Server Time e Clients Present Txt Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 129 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Treatment Plans Pane Cont d Figure 104 Progress Notes Pane Filters Dialog Filters Progress Notes Filter Changes to the following filters will update the display of the Progress Notes 4 Include Final Approved and non Final Approved Progress Notes A Include Planned and UnPlanned Progress Notes Include Services with the Selected Staff only This filter does not apply for ITP s and ISL s a cs The Progress Notes Pane can be filtered according to Final Approved Status as follows A Include Final Approved and non Final Approved Progress Notes e F Include Final Approved Progress Notes only N Include non Final Approved Progress Notes only The Progress Notes Pane can also b
63. ab Results Pane Filters Dialog shown on the next page Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 109 ANASAZI P SOFT WARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Lab Results Pane Cont d Figure 84 Lab Results Pane Filters Dialog Filters Lab Results Pane Filters Changes to the following filters will update the display of the Lab Results Pane Include Lab Results on or after 171 2009 A Include Final Approved and non Final Approved Lab Result Assessments v 1 Include the latest Lab Results of each type only MET The Include Lab Results on of after field is required and defaults according to the Initially show Lab Results in the past months in the Lab Results Pane field on the Lab Results branch of Staff Preferences The dropdown field is required and can be set to one of the following A Include Final Approved and non Final Approved Lab Result Assessments F Include Final Approved Lab Result Assessments only N Include non Final Approved Lab Result Assessments only If the Include the latest Lab Results of each type only field is active the list is filtered to display only the latest lab result of each type Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 110 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client
64. aded into memory prior to displaying the list providing extensive capabilities to manipulate the presentation than traditional Lists Array lists include the following features e Resizing Columns The width of columns may always be resized Column Order Columns may be reordered from left to right and vice versa e Displaying Columns Staff can select which columns to display e Sorting Sorting ascending and descending is accommodated in all Columns although the sort order for some Columns is pre defined and cannot be changed Sorting is not sensitive to character case i e upper lower e Grouping Rows The ability to group rows is accommodated except in some cases where the grouping is pre defined and cannot be changed e Subtext The presentation of Subtext which is additional textual information associated with a row on the list is sometimes available Array Lists without Column Headings Array Lists that do not include Column Headings do not provide as much custom capabilities as those with Column Headings as noted below e Resizing Columns The Column widths may not be resized e Column Order Columns may not have their order changed from left to right e Displaying Columns Staff may not customize which Columns to display e Sorting Sorting is always pre defined and can not be changed Sorting is not sensitive to character case i e upper lower Grouping Rows Row grouping is always pre defined
65. ance Coverage Pane Filters 108 Intervention Lookup 30 Interventions Pane 128 131 Lab Results Pane 109 Lab Results Pane Filters Dialog 110 Links 47 Lock Session 26 Main Panel 31 34 35 36 37 38 39 40 41 42 43 44 45 46 72 Main Panel Caseload Pane Filters Dialog 75 Medical Conditions Pane 111 Medical Conditions Pane Filters Dialog 112 Medications Pane 113 Medications Pane Filters 114 Notifications Pane 115 Pane Buttons 89 Primary Assignment Pane 93 Primary Care Physician Pane 116 Primary Diagnosis Pane 99 Primary Insurance Coverage Pane 106 Primary Substance Abuse Pane 122 Progress Notes Pane 129 Progress Notes Pane Filters Dialog 130 Remove Multiple Assessments Dialog 59 Remove Multiple Service Codes Dialog 66 Resizing Panes 93 106 107 108 118 Responsible Party Pane 117 Ribbon Bar 22 23 Ribbon Bar Client Tab 29 Ribbon Bar Home Tab 24 Ribbon Bar Menu Security Tab 25 Ribbon Bar View Tab 27 28 Sample List 48 Sample Trees 49 Scheduled Actions Pane 118 Services Pane 119 120 Services Pane Filters Dialog 121 Staff Preferences Dialog Auto Restore 54 Staff Preferences Dialog Client Panes Appointments 55 56 Staff Preferences Dialog Client Panes Assessments 57 Staff Preferences Dialog Client Panes Diagnoses 60 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 143 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Index USER MANUAL
66. another Assessment have been identified through Staff Preferences The Assessments included in this Pane are specified in the Diagnoses Preferences branch of Staff Preferences and are constrained to Assessments to which the Staff has Categories of Treatment COT Access Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 99 ANASAZI 7 SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Diagnoses Pane Cont d Figure 74 Diagnoses Pane Diagnoses 7 a 4 E Priority Description There are no items to show The Expand this Pane graphic displays the Diagnoses Pane which lists all of the Client s Diagnoses from a single selected Diagnosis Assessment including the following columns The Launch this Diagnosis Assessment in the Client Chart View graphic launches the Client Chart View if it is not already launched with the selected Assessment displayed An Assessment can not already be displayed to the Client Chart in order for this feature to work The left arrow graphic Show the previous Diagnosis Assessment displays the previous Diagnosis Assessments The right arrow graphic Show the next Diagnosis Assessment displays the next Diagnosis Assessments The Show Filters graphic displays the Diagnoses Pane Filters Dialog shown on the next page Priority ICD9 Description Begin
67. assessment to be added to the list of assessments in the Preferences Panel and click Ok None Invert Find Description Select Case Formulation Clothing Assessment CMH Assessment Consumer Human Rights Crisis Triage Discharge Summary Demographic Response Denying Access Diagnosis Review Disclosure from a Third Party Non Routine Disclosure Record of Disclosure Disclosure to 4 Third Party Example New Assessment Chart Access by Exception Firesetter Assessment pooooooooooooo08 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 58 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 33 Remove Multiple Assessments Dialog BR Multiple Selections Remove Multiple Assessments Check each assessment to be removed from the list of assessments in the Preferences Panel and click None Invert Find Description Select Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 59 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 34 Staff Preferences Dialog Client Panes Diagnoses Staff Preferences rl Save Close Preferences Preferences Preferences Diagnoses Auto Restore Client Panes Appointments GAF Lab Results Medications Prog
68. ated through PW 0164 Page 137 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Break the Glass USER MANUAL Break the Glass Dialog Cont d Figure 112 Break the Glass Dialog Summary Page Break the Glass Breaking the Glass Summary A Clicking next will bypass normal client security and place the client on the logged in staff s homepage for the set number of days Client Information Entered Client Name Client Two System Name TWO CLIENT System Case 1002 System DOB 2 15 1965 System Sex Female Reason Sample Break the Glass reason Homepage Information Target Homepage ONE SERVER Days on Homepage 5 Date Expires 6 15 2010 The Breaking the Glass Summary Page displays Client and Homepage information for the Client and Staff e Entered Client Name displays the Client s name as entered on the Break the Glass General Information Page Clicking this link returns focus to the Break the Glass General Information Page and allows for editing e System Name displays the Client s name as it exists in the system Clicking this link returns focus to the List of Clients Page and allows for editing e System Case displays the Client s Anasazi System Case Number System DOB displays the Client s date of birth as defined in the Anasazi System e System Sex displays the Client s sex as defined in the Anasazi System e Reason displays the reason for breaking the glass as entered on
69. ation put a particular Client on a Staff Member s Homepage who ordinarily would not be displayed The glass can be broken via the Break the Glass icon on the Home Tab Page of the Ribbon Bar Note that this button is only available in the Clinician s Homepage v3 Product For detailed information about breaking the glass refer to the Assessment Product User Manual Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 21 ANASAZI P HOMEPAGE PRODUCTS Navigation USER MANUAL NAVIGATION Ribbon Bar Figure 1 Ribbon Bar CLINICIAN S HOMEPAGE cal Launch anel Restore Panel External View Filters Preferences Filters a ta Caseload z oN TOD p 0 Appointments 06 09 2010 Fl Type Name Casett Type Name Casett Me 4 Type Sts Start End ES There are no items to show Gl There are no items to show There are no items to show Logged on as SERYER ONE ment Live The Ribbon Bar initially contains three Tabs Home Menu Security and View The Ribbon Bar can be hidden by double clicking on any one of the Ribbon Bar Tabs Menu Bar items Home Client when the Client Pane is displayed Menu Security or View The Ribbon Bar can be restored by double clicking on a Menu Bar item again Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 22
70. aunched the Treatment Plan is displayed in the Homepage Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 13 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL UnPlanned Progress Note A Client with a TP not an ISL or ITP has an UnPlanned Progress Note entered that is Final Approved the Selected Staff is the Client s SAI and the UnPlanned Note has not yet been acknowledged Glass Broken 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 Pre Intake in Process There are three ways in which a Pre Intake Client can be included on a Staff Member 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 Pre Approved Medication s Pending displays if e There is a staged Medication entry for the Client e The Selected Staff is the Prescriber based on the assignment to the Prescriber If this Notification is launched the Medications Maintenance Dialog displays in the Homepage Note that it cannot be launched if another Sta
71. bbon Bar View Tab CLINICIAN S HOMEPAGE Home Menu Security view Y Authorizations V Emergency Contact Lab Results Notifications Scheduled Actions Client Overview GAF Medical Conditions Primary Care Physician Services Caseload Diagnoses Insurance Coverage Medications Responsible Party Substance Abuse Fl Type Name There are no items to show There are no items to sho Logged on as SERVER ONE Environment Live Clicking the down arrow on the Show Hide Client Panes allows for selecting to display or hide various Client Panes as follows e Appointments e Medical Conditions e Assessments e Medications e Assignments e Notifications Authorizations e Primary Care Physician e Client Overview e Responsible Party e Diagnoses Scheduled Actions Emergency Contact Services GAF Substance Abuse Insurance Coverage Treatment Plans Lab Results Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 28 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Ribbon Bar Cont d Figure 10 Ribbon Bar Client Tab CLINICIAN S HOMEPAGE Menu Security View T De Client Broadcast New Progress New Overview Alert Note Assessment External View Filters A SERVER FIVE
72. ber 2 2010 Updated through PW 0164 Page 31 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panels Cont d Figure 13 Status Bar CLINICIAN S HOMEPAGE sees Launch Preferences Save Pa out and Restore Panel Restore Panel Exit External View Filters Preferences Layout Filters Application View 4 SERVER FIVE QMHP ANASAZI FH Caseload 40 ToDo 240 Appointments 06 09 2010 a0 E Type Name Caset Type Name Caset Me 4 Type Sts Start End Es S CLIENT FOUR 1004 E CLIENT THREE 1003 o CLIENT THREE 1003 a CLIENT TWELVE 1012 O fal CLIENT TWELVE 1012 CLIENT TWO 1002 CLIENT ZERO 1000 There are no items to show Logged on as SERYER FOUR QMHP Environment Live The Status Bar at the bottom of the Panel displays the Logged in Staff the Environment e g Live or Training a Progress Bar when processing or displays Ready when no processing is taking place It also displays CAP if the Caps Lock key is on NUM if the Num Lock key is on and SCRL if the Scroll Lock key is on Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 32 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panels Cont d Figure 14 Status Bar CLINICIAN S HOMEPAGE e oS Launch Save Layout and Restore Panel Restore Panel Exit External View Filters Preferences Layout Filters Application
73. c December 2 2010 Updated through PW 0164 Page 39 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 21 Panes CLINICIAN S HOMEPAGE Menu Security View ly Broadcast New Progress New Launch Alert Note Assessment External View x SERVER ONE a ANASAZI FP Caseload 40 ToDo Appointments 11 18 2009 El Type Name Caset Type Name Caset Me 4 Type Sts Start End Gt Ss C CLIENT FIVE 1005 E CLIENT ONE 1001 oO gt There are no items to show E CLIENT ONE Primary Insurance Coverage Services Appointments Scheduled Actions Primary Assignment Authorizations Services El PZN 1 G Crisis F Date eryi paS o i N E Server S Superv P PI has Central TS AN SERVER te Boer y fa Crisis d a 1 1 Central 1 Counseli SERVER Eos Lts Routine 579 08 10 2009 al le To 1 Central 1 Counsell SERVER T Routine 578 08 03 2009 30 ividual ha 1 1 Central 1 Counseli SERVER ls Routine suoneapap SUOINPUOD eapa To restore a previously removed column to a Pane right click anywhere in the column header area and select Field Chooser The Available Columns Dialog displays from which a column can be added to the Pane by clicking and dragging it to the desired location Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 40 Y ANASAZI
74. ch the Selected Staff has Broken the Glass Extended Caseload Filter The Caseload Pane includes a filter to include or exclude the Selected Staff s Extended Caseload i e Treatment Team Clients If the Staff elects to exclude the Extended Caseload processing time will be reduced and the Caseload List will be built faster Note that this setting also pertains to the To Do Pane if the Staff has elected to exclude the Extended Caseload Notifications for Clients on the Selected Staff s Extended Caseload are not displayed to the To Do Pane Single Contact Assignments The general rules of Single Contact Assignments are Caseload A Single Contact Assignment will not put a Client on a Staff s Caseload Client Access Staff whose Client Access is based on the Units SubUnits to which they have access will be granted Client Access to Clients with an applicable Single Contact Assignment Staff whose Client Access is based on their Caseload will not be granted Client Access to Clients based on a Single Contact Assignment Not Open to Treatment This literal message on the Client Overview indicates that the Client has never been open to treatment For this purpose a Single Contact Assignment will not open a Client to treatment Prior Treatment Closed This literal message on the Client Overview indicates that the Client was previously open to treatment but no longer is As above a Single Contact Assignment will not open a Clien
75. column displays an up arrow or down arrow to indicate the sort order Sorting is not sensitive to case i e uppercase lowercase Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 37 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 19 Panes CLINICIAN S HOMEPAGE al P i E y New Progress New Launch Restore Panel Close Client Note Assessment External View Filters x SERVER ONE Caseload 0 ToDo a0 Appointments 11 18 2009 Fl Type Name Caset Type Name Caset Me 4 Type Sts I Start End O CLIENT FIVE 1005 f CLIENT ONE 1001 O gt There are no items to show E x CLIENT ONE Primary Insurance Coverage Services Appointments Scheduled Actions Primary Assignment Authorizations Services Server S Super EL Counsell oO a lo 1 1 Central 1 Counseli a ha Routine O 579 08 10 2009 30 Individial ne 1 1 Central 1 Counseli 7 on Routine E 584 10 05 2009 30 Individlal 1 1 Central 1 Counsell a 3A Routine suoeapap Suoppuop EIPAJ Logged on as SERYER ONE Environment Live NUM Some columns can be resized by clicking in between two columns and when the mouse pointer appears as a double left right arrow holding the left mouse button while moving the mouse to the left or right Alternately double clicking on the right border
76. d for approval or have been Pre Approved Notifications Pane The Notifications Pane displays Pending Notifications associated with the selected Client for the selected Staff Primary Care Physician The Primary Care Physician Pane displays information about the Client s Primary Care Physician from their most recently Final Approved Assessment that contains the PCP Questions Responsible Party Pane The Responsible Party Pane displays information about the Client s responsible party information from their most recently Final Approved Assessment that contains the applicable questions Scheduled Actions Pane The Scheduled Actions Pane displays scheduled Client Actions from Client Action Schedules Maintenance in Anasazi Central Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 20 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Services Pane The Services Pane displays the Client s Services Substance Abuse Pane The Substance Abuse Pane displays information from the Client s most recently Final Approved Assessment that contains a Drug Use Multiple Entry Window MEW provided all of the Assessments that contain the Drug Use Mew have been identified through Staff Preferences Treatment Plans Pane The Treatment Plans Pane displays the Client s Treatment Plans from the Client Chart Break the Glass Breaking the Glass is a means to in a crisis situ
77. d in the last month are displayed The Include Treatment Plans on or after date is required The first dropdown field is required and can be set to one of the following options e B Include Final Approved and non Final Approved Treatment Plans F Include Final Approved Treatment Plans only e N Include non Final Approved Treatment Plans only The second dropdown field is required and can be set to one of the following options A Include All Treatment Plan Types e F Include Full Treatment Plans only e S Include Interim Service Logs only e T Include Interim Treatment Plans only If the Include the Latest Revision of Treatment Plans only field is active only the most recent revision of the Treatment Plan Interim Treatment Plan or Service Log is initially displayed to the Pane otherwise all revisions are displayed Note that none of the filters apply when the Treatment Plans Pane is collapsed Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 125 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Treatment Plans Pane Cont d Figure 100 Treatment Plan Detail Dialog Treatment Plan for THREE CLIENT 1003 Male Born 07 09 1989 o lt Close Client Treatment Plan Client Chart TP Treatment Plan Begin 11719 2009 End 02 17 2010 Strengths Problems Goals and Object
78. d scheduled Services from the Scheduler Product Client Panel The Client Panel displays information related to a selected Client and can include Appointments scheduled Services from the Scheduler Product Assessments Services Progress Notes and more The display of these items can be customized Panes Both the Staff and Client Panels can be set to display Panes which can be arranged within the Panel Following is a brief list of the capabilities of Panes Panes can be moved within the Panel Panes can be moved off of the Panel Panes can be resized Panes can be maximized and restored Panes can be pinned to the side top or bottom of the Panel Panes can be arranged as Tab Pages within other Panes In some cases Panes can be hidden Panes typically include Menus accessed by clicking a down arrow that appears in the right most column of a Pane or by right clicking on an item in the Pane that provides quick access to a number of functions such as launching Dialogs Many Panes also contain a Filters Dialog which provide one or more Filters that can be used to constrain the information that is displayed in the Pane For example the Caseload Pane includes a single filter option that allows for including or excluding the extended Caseload and the Treatment Plans Pane provides a number of filter options Some Panes can be displayed in a Collapsed state which displays minimal content e g when the Assignmen
79. e 43 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 25 Panes CLINICIAN S HOMEPAGE View Y Y Client Overview Launch External View Close Client Panel Restore Panel Filters New Progress New Note Assessment 7 x SERVER ONE Caseload 40 ToDo 240 Appointments 11 18 2009 20 El Type Name Caset Type Name Caset Me 4 Type Sts Start End as O CLIENT FIVE 1005 2 CLIENT ONE 1001 O gt There are no items to show E x CLIENT ONE Primary Insurance Coverage Appointments Scheduled Actions Primary Assignment Authorizations Services ES m 2 g oa i N S P NBI G Crisis F Date S Servic T T D U Unit N S SubU S Server S Superv A P Intensit 2 3 is ty Crisis S Ind E 576 06 22 2009 101 Case Ma 9 30 1 Central 1 Counseli 4 SERVER 2 2 a o 3 Intensity Routine LJ 3 2 O El Ind E 584 10 05 2009 30 Individual 1 1 1 Central 1 Counseli 4 SERVER 5 C Ce Face 3 O E Ind E 579 08 10 2009 30 Individual 1 1 1 Central 1 Counseli 4 SERVER S E Ce Face Assessments Current Treatment Plan Lab Results Logged on as SERVER ONE Environment Live Ready NUM To remove the grouping and re display the data un grouped click the column that is displayed in the area abov
80. e displayed this arrow appears as an up arrow Collapse this Pane to return to displaying only the Primary Assignment The Filters icon displays the Assignments Pane Filters Dialog shown later in this section e Prm indicates if the Assignment is the Client s Primary Assignment e Opened displays the date on which the Assignment was opened e Closed displays the date on which the Assignment was closed Unit ID displays the Unit ID Unit Name displays the description of the Unit SubUnit ID displays the SubUnit ID SubUnit Name displays the description of the SubUnit e Primary Server ID displays the ID of the Client s Primary Server Primary Server Name displays the description of the Client s Primary Server e Treatment Team ID displays the ID of the Client s Treatment Team if any e Treatment Team Name displays the description of the Client s Treatment Team if any Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 93 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Assignments Pane Cont d Figure 68 Assignments Pane Assignments 7 Pim Opened Closed UnitID Unit Name SubUnitID SubUnit Name Primary Server ID Primary Server Name Treatment Team ID Treatment Team Name al 4 1 1998 100 Central Treatme
81. e filtered according to Planned UnPlanned status as follows A Planned and UnPlanned Progress Notes e P Include Planned Progress Notes Only e U Include UnPlanned Progress Notes Only Ifthe Include Services with the Selected Staff only field is active only Services for the Staff selected in the Staff Panel are displayed in the Progress Notes Pane Note that this filter does not apply for Interim Treatment Plans ITPs and Interim Service Logs ISLs Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 130 HOMEPAGE PRODUCTS USER MANUAL Signatures Name FOUR SERVER FIVE SERVER ANASAZI P Client Panel Treatment Plans Pane Cont d Figure 105 Interventions Pane Date Time Type 11 01 2009 01 00 PM Client 11 01 2009 01 00 PM Staff Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 131 The Signatures Pane can display the following information for the selected Treatment Plan e Show Text Hide Text icon displays or hides Signature details Name the name of the signer e Date the date of the signature Time the time of the signature e Type the Signature Type i e Client or Staff Signed displays a blue box if the noted Staff or Client has signed the Treatment Plan P ANASAZI HOMEPAGE PRODUCTS Break the Glass USER MANUAL
82. e the column headers and drag and drop it back into the Pane column headers in the desired location In the example above the Intensity column is being removed as a grouping criteria and added to the column headers after the Contact Type column Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 44 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 26 Panes CLINICIAN S HOMEPAGE New Progress New Restore Panel Overview Note Assessment Filters Over j Alert 6 x SERVER ONE Caseload 40 ToDo Appointments 11 18 2009 El Type Name Caset Type Name Caset Me 4 Type Sts Start End Ge E CLIENT FIVE 1005 E CLIENT ONE 1001 Fi gt There are no items to show El x CLIENT ONE Primary Insurance Coverage Appointments Scheduled Actions Primary Assignment Authorizations Services E N S P N I G Crisis F Date 3 Field Chooser on 576 06 22 2009 101 Case Ma Counsel x PA pios Crisis 584 10 05 2009 30 Individua PLC Soup Mods NJ Counsel m Routine 579 08 10 2009 30 Individua oe De Central T Counsel zi es Routine 578 08 03 2009 30 Individua la 1 T Central 1 Counsel an en Ce e A Routine SUONEIIpPay SUOIPUOD jesIpayy Y Primary Substance Abuse A Current Axis Y GAF Score Y Primary Diagndsis Assessed Notifications Assessments Current Tr
83. eatment Plan Lab Results Logged on as SERYER ONE Environment Live NUM To de select Group Mode right click in the column headings area and click Group Mode such that it no longer contains a check mark Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 45 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 27 Panes CLINICIAN S HOMEPAGE ata e e gt andgRestore Panel Restore Panel Exit External View Filter es Layout Filters Client Menu Security x SERVER ONE Caseload 20 ToDo 20 Appointments 06 09 2010 El Type Name Casett Type Name Caset Me 4 Type Sts Start End Es QS E CLIENT FIVE 1005 There are no items to show There are no items to show al CLIENT FIVE a Primary Insurance Coverage Appointments Scheduled Actions Primary Assignment Authorizations Services E N S P N 17G Crisis F Date S Servic T D Unit S SubU S ye Co Inten O Gp E 629 02 09 2010 31 Group C 4 1 1 Central 1 Counsel a ia Routine O O Ind E 662 04 05 2010 30 Individua 1 Central 1 1 de O O d E 62301 05 2010 30 Individua Counsel By We Routine Counsel En a Routine Central SUONEIPAA SUONIPLIOO jeAIPay Primary Substance Abuse Current Axis Y GAF Score Primary Diagnosis Notifications Assessments Current Treatment
84. eference field Initially show Assessments in the past months in the Assessments Pane the Restore Panel Filters button must be clicked on the Ribbon Bar on the Client Tab in order to view the filtered records The data remains filtered until the Restore Panel Filters button is clicked regardless of whether a new Staff or new Client is selected Note that if a Filter is selected in one of the Filters Dialogs accessible from within a Pane e g the Include Assessments on or after field in the Assessments Pane Filters Dialog which is accessible via the Filters button in the Assessments Pane the data filters immediately and remains filtered for the entire session or until the Restore Panel Filters button is clicked regardless of whether a new Staff or new Client is selected Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 54 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 29 Staff Preferences Dialog Client Panes Appointments 5 Staff Preferences mi boa f Save Close Preferences Preferences Preferences Appointments Client Panes Initially show Appointments scheduled in the next 0 months in the Appointments Pane Assessments Diagnoses GAF Lab Results Medications Progress Notes Services Substance Abuse Treatment Plans New Assessments Pharmacies
85. ent List Filters Tab on the left side of the Client List displays the Client List Filters Pane which allows for selecting filters to constraining the list The Alias List Tab on the left side of the Client List displays the Alias List which allows for searching Clients based on their Alias name The Back button returns the display to the General Information Page which allows for editing the general information Note If the Client Name Reason or Days for the Client to remain on the Staff s Homepage fields are changed in the General Information Page the corresponding record in the Break the Glass Data File is updated The Next button displays the Breaking the Glass Summary Page shown later in this section The Cancel button cancels the Break the Glass action and returns focus to the Homepage Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 135 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Break the Glass USER MANUAL Break the Glass Dialog Cont d Figure 110 Break the Glass Dialog Client List Filters Pane Client List Filters A Ethnicity Primary Unit Primary Subl nit SAl From ge 0 Thru Age Sex A AIl Active Status All Apply Filters Clear Filters Client List Client List Filters The First Name Match field is a free form text field to allow for entry of the Client s First
86. ential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 112 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Medications Pane Figure 87 Medications Pane Medications A E E P D Ty G Med Med Stre Dos Route Sig Addt End D E D D S RB R D Iss Ap Sta Staff 8 2 06f Pre Proza Prozac 10mg capsule oral Take 1 les 2 30 Han 0670 2 SERVE The Medications Pane displays the following information regarding the Clients Final Approved Medications The Filters button displays the Medications Pane Filters Dialog Event Displays the Medication Event ID e Presc Order displays the prescription order number Date the date on medication record was entered e Type displays as Prescription Medication Order Client Instruction or Pre existing Medication e Generic displays a checkmark if the medication is a generic e Med Str DF displays the medication strength and dose form e Medication the description of the medication e Strength the strength of the medication Dose Form the dose form of the medication Route the route of administration e Sig the description of the Sig Additnl Instruct the description of any additional i
87. ential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 84 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL CLIENT PANEL Figure 59 Client Panel CLINICIAN S HOMEPAGE out and Restore Panel Restore Panel es Layout Filters 4 SERVER FIVE QMHP ANASAZI 5 Caseload 40 ToDo 40 Appointments 06 09 2010 40 Fl Type Name Casett Type Name Case Me 4 Type Sts Start End C ES E CLIENT FOUR a CLIENT THREE 1003 O gt There are no items to show E CLIENT THREE a CLIENT TWELVE 1012 O E a CLIENT TWELVE O CLIENT TWO C CLIENT ZERO Primary Insurance Coverage Services Appointments Scheduled Actions Primary Assignment Authorizations areg JCUINd Aouab au3 SUONE9pajA SUOIPUOD opa MA0 Wala suodsay The Client Panel can be displayed by various methods as noted below e Quick Access Toolbar via the Show Client Panel icon Ribbon Bar via the Show Client Panel button e Caseload Pane To Do Pane or Appointments Pane by highlighting a Client and right clicking on their Name or Case by clicking on the drop down arrow icon to the right of the Client and clicking on the Client Panel option from the menu that appears by double clicking on a Client Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 85 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel US
88. ext Medication E Nickname 5 Number Search Dose Form Common O FreeText Action Modifiers 1 time a day and at bedtime 1 time a day and at night 1 time a day and at bedtime 1 time a day in the morning before noon 1 time a day at bedtime 1 time a day at night 1 time a day at bedtime daw Additional Instructions 8 Days Supply auan abone EndDate 4 June 2009 SMTWTEFS 1 2 3 45 6 7 8 910111213 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 Internal Notes Discontinued 6 Required fields are indicated with a small terra cotta colored graphic to the right of the fields Hovering the mouse over the graphic displays an information message as This field is required 7 Super Drop Downs Super Drop Downs allow for Staff to type in a value the first few the first four for medication queries characters or an abbreviation and select an option from a list that automatically appears based on the characters typed or to enter a free form value into the field 8 Underlined numeric link fields display the Number Dialog 9 Underlined date link fields display the Calendar Dialog Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 52 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Fields Cont d Figure 27 Field Examples B
89. ff Member already has the Medications Maintenance Dialog open for the Client Refill Request Pending displays if e There is a Refill Request for the Client e The Selected Staff is the Prescriber based on the assignment to the Prescriber If this Notification is launched the Refill Request Response Dialog displays in the Homepage Note that it cannot be launched if the Logged In Staff is a Non Prescriber if another Staff Member already has the Medications Dialog open for the Client or if the Client has Pre Approved Medication entry pending Final Approval Client Action Notification 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 Due on If the Scheduled Client Action Type is Assessment the Notification displays as 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 Privacy Note This Notification only displays if the Logged In Staff has COT Access to the Assessment Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 14 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Assessment Page Due on If the Scheduled Client Action Type is Assessment Pa
90. for entry of a Planned Note via the Intervention Lookup Dialog shown on the next page The bottom of the button allows for launching a New Progress Note New Multi Service Progress Note New Group Progress Note or New Informational Note New Assessment The top of this split button displays the New Assessment Lookup from which an Assessment can be selected to be launched in Add Mode in the Client Chart View Clicking on the bottom of the button displays the Assessments that have been selected to display in the New Assessments area of the Staff Preferences Dialog sensitive to Categories of Treatment e Launch External View Allows for launching the Client Chart or Client Action Schedules e Restore Panel Filters Restores the Client Panel Filters to their original state e Close Client Panel Closes the Client Panel Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 29 ANASAZI P 6 0 F TIA AE HOMEPAGE PRODUCTS Navigation USER MANUAL Ribbon Bar Cont d Figure 11 Intervention Lookup Intervention Lookup UnPlanned The Intervention Lookup displays Interventions that pertain to the Note Type selected for entry via the New Progress Note Ribbon Bar button e g if an Individual Progress Note is selected for entry only Interventions with a Note Type of Individual are listed The UnP
91. ge the Notification displays as 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 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 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 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
92. ge 90 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Assessments Pane Figure 65 Assessments Pane Assessments gt F Date Description 4 29 2009 Demographic 4 29 2009 Medical Conditions 5 4 2009 Diagnosis Review 5 4 2009 GAF Assessment 5 4 2009 Substance Use Assessment 5 4 2009 Physician Lab Order Results a a E a a a The Date is the date the Assessment was added to the Client Chart the Assessment Date The Description is the description of the Assessment The F A field displays as a blue color filled box if the Assessment has been Final Approved Otherwise displays as an empty box Double clicking on an Assessment or clicking the arrow in the right column for a row launches the selected Assessment in the Client Chart The Show Filters graphic displays the Assessment Pane Filters Dialog shown on the next page Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 91 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Assessments Pane Cont d Figure 66 Assessments Pane Filters Dialog OF Filters Assessments Pane Filters Changes to the following filters will update the display of the Assessments Pane Include Assessments on or after 1 1 2009 A Include Final Approved and non Final Approved Assessments v I Include Preferred Assessment
93. gged in Staff s Caseload The Cancel button cancels the Break the Glass action Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 139 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Index USER MANUAL INDEX A Advanced Lookup 17 Appointments Pane 8 16 19 80 90 Appointments Pane Filters 84 Assessments Pane 8 19 91 Assessments Pane Filters Dialog 92 Assignments Pane 19 93 Assignment Pane Filters Dialog 95 Authorizations Pane 19 96 Auto Restore 8 Axis V GAF Scores Pane 19 103 Break the Glass 132 Break the Glass Dialog 133 Break the Glass Dialog 133 Broadcast Alert 18 87 C Caseload Pane 10 74 Single Contact Assignments 11 Client Access 16 Client Lookup Dialogs 16 Global Client 17 Client Lookup Dialogs 16 Client Lookup Panels Common Lookup 16 Client Notifications Dialog 79 Client Overview 86 Client Overview Dialog 17 Client Overview Pane 19 98 Client Panel 4 16 85 Appointments Pane 90 96 98 Assessments Pane 91 Assignments Pane 94 Authorizations Pane Filters Dialog 97 Broadcast Alert 18 87 Client Access 16 Client Overview 86 Client Overview Dialog 17 Client Panel Panes 19 88 Current Axis V GAF Score Pane 103 Current Axis V GAF Scores Pane 104 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 140 ANASAZI P HOMEPAGE PRODUCTS Index USER MANUAL Diagnoses Pane 100 Diagnoses Pane
94. h may be different from the date in the parent branch If this date column is used for sorting grouping the Progress Notes will be sorted grouped based on the date of the parent Progress Notes and the subordinated services would remain grouped under their respective Progress Note without regard to the service dates Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 7 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Fields The Homepage Products support a variety of field types including drop down fields lookup fields radio fields text fields and more Super Drop Downs Super Drop Downs allow for the selection of an option from a drop down list free form entry or for leaving the field blank In addition drop down functionality supports abbreviations For example if TID is selected for the Frequency field it is populated with 3 times a day after meals Number Selector Numeric fields typically include a Number Selector control For example a Number Selector is available for the Qty to Dispense field on the Medications Maintenance Dialog in the Doctor s Homepage Product Staff Preferences The Preferences defined in the Staff Preferences Dialog accessible via the Preferences button on the Home Tab of the Ribbon Bar control the content that is displayed to the various Panes Preferences are set by the individual Staff
95. ial and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 120 ANASAZI 7 SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Services Pane Cont d Figure 95 Services Pane Filters Dialog eA Filters Services Pane Filter s Changes to the following filters will update the display of the Services Pane Include Services on or after a Include Services that have not been Progress Noted only Include Crisis Services Cancellations and No Shows only Include Services with the Selected Staff only cae The Services Pane can be filtered to display as follows e Include Services on or after MM DD YYYY e Include Services that have not been Progress Noted only e Include Crisis Services Cancellations and No Shows only e Include Services with the Selected Staff only Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 121 ANASAZI P HOMEPAGE PRODUCTS Client Panel USER MANUAL Substance Abuse Pane Figure 96 Primary Substance Abuse Pane Primary Substance Abuse Assessed 05 04 2009 Type Prty Frequency Method Alcohol 1 Age 1st Use Sev times week Serious Abuse Oral 15 The Primary Substance Abuse Pane displays the Client s Primary Substance Abuse Type from the Client s most recently Final Approved Assessment that contains the Drug Use Multiple Entry Window MEW provided all of the Assessments
96. ialog Cont d Figure 37 Staff Preferences Dialog Client Panes Medications 5 Staff Preferences ml Save Close Preferences Preferences Preferences Medications Auto Restore Client Panes Appointments Dose Unit for Oral Liquid lt Undefined gt Assessments A Diagnoses Action for Injections lt Undefined gt Prescription Printer Progress Notes P Services Medication Order Printer Substance Abuse s Treatment Plans Client Instruction Printer New Assessments Pharmacies The Dose Unit for Oral Liquid field selection specifies the default oral liquid unit that will appear in the Sig Builder and can be one of the following e CC Cubic Centimeter e ML Milliliter e TSP Teaspoon The Action for Injections field selection specifies the default Action for Injections that will appear in the Sig Builder and can be one of the following ADM Administer INJ Inject The Prescription Printer field selection specifies the default printer that will be used for printing prescriptions The drop down field lists the printers that are available for selection The Medication Order Printer field selection specifies the default printer that will be used for printing Medication Orders The drop down field lists the printers that are available for selection The Client Instruction Printer field selection specifies the default printer that will be used for printing Client In
97. icking Ok will initiate a broadcast alert for this client Alert Text DN E The Alert Text entered displays as a Broadcast Alert each time Staff opens the selected Client in the Client Panel for Alerts that were initiated in the past 30 days and that have not been acknowledged by the Logged In Staff The Acknowledge button in the Broadcast Alert Dialog shown below allows the Logged in Staff to acknowledge the Broadcast Alert so that it will not display again A Broadcast Alert is automatically flagged as acknowledged by the Staff who initiated it such that is doesn t appear when he she is logged in The title displays the number of Alerts that exist for the Client Note The Broadcast Alert functionality is separate from and does not communicate with any Client Note or Alert functionality in Anasazi Central Alert for ONE CLIENT 1001 1 of 2 An alert has been initiated for this client Acknowledging the alert will prevent the alert from displaying again Alert Text S ample Broadcast Alert Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 87 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Client Panel Panes Figure 62 Client Panel Panes CLINICIAN S HOMEPAGE New Progress New Launch Note Assessment External View Clinical Documents External x SERVER FIVE QMHP Caseload Appointments 11 19
98. intments Description Lab Results Medications Progress Notes Services Substance Abuse Treatment Plans New Assessments Pharmacies Initially show Assessments in the past 0 months in the Assessments Pane The Assessments selected here are the Assessments that are initially displayed in the Assessments Pane The Add button displays the Add Multiple Assessments Dialog shown on the next page from which multiple Assessments can be added The selection button to the right of the ID field displays the Assessment Lookup from which a single Assessment can be added The Assessment Lookup can also be displayed by typing in the ID of an Assessment The Remove button displays the Remove Multiple Assessments Dialog shown later in this section The Clear button clears an unsaved entry in the ID field The Delete button displays a Confirm Dialog that prompts the Staff whether to delete the selected line The entry in the Initially show Assessments in the past months in the Assessments Pane field indicates the Assessments to be displayed Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 57 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 32 Add Multiple Assessments Dialog Bf Multiple Selections Add Multiple Assessments Check each
99. is option is only available in the Doctor s Homepage Product Services Pane Controls the display of Services in the past months Staff may not want to initially see Services that were performed far in the past Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 9 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Substance Abuse Pane Controls the Assessments to be shown in the Substance Abuse Pane This establishes the list of Assessment Types that are to be considered to be Substance Abuse Assessments i e contain the Drug Use Multiple Entry Window Treatment Plans Pane Controls the display of Treatment Plans in the past months Staff may not want to initially see Treatment Plans that were completed far in the past New Assessments Controls the list of commonly performed Assessments This establishes the list of Assessment Types that are to be initially displayed to the Lookup when initiating a New Assessment i e this is the short list of Assessments that a Staff Member typically performs Pharmacies Controls the Preferred Pharmacy Search defaults e g Name City State and Zip This establishes the search defaults that are used any time the Pharmacy Lookup is launched Note this option is only available in the Doctor s Homepage Product Staff Panel Selected Staff The Selected Staff is selected displayed in a lookup field on the t
100. isplay Level e g Branch 2 be customized Column Heading Trees This Tree Type is used infrequently but brings significant value when it is used Column Heading Trees present multiple Columns on each Branch and provide far more capabilities to customize the presentation than traditional Trees Following are some features of Column Heading Trees e Resizing Columns The width of columns may always be resized e Column Order Columns may be reordered from left to right and vice versa e Displaying Columns Staff can select which columns to display e Sorting Sorting ascending and descending is accommodated in all Columns although the sort order for some Columns is pre defined and cannot be changed Sorting is not sensitive to character case i e upper lower e Grouping Rows The ability to group rows is accommodated except in some cases where the grouping is pre defined and cannot be changed e Subtext The presentation of Subtext which is additional textual information associated with a branch on the tree is sometimes available Notes on Sorting and Grouping Sorting and Grouping is relative to Branch 1 only That is the first Branch of the tree will be sorted grouped but all subordinate branches will remain subordinated to their respective parent branches For example in the Progress Notes Pane a Multi Service Progress Note in Branch 1 includes a date Likewise the subordinated services each include a date whic
101. items to show BE a O a e a a a Logged on as SERVER ONE Environment Live The Staff can be selected from the Staff Lookup accessible from the magnifying glass lookup graphic Alternately the Staff ID can be entered directly into the field The X graphic clears the selected Staff The three Panes are available for display on the Staff Panel e Caseload Pane To Do Pane e Appointments Pane Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 73 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL Caseload Pane Figure 48 Caseload Pane Caseload E Type Name CLIENT EIGHT CLIENT THREE CLIENT TWELVE CLIENT TWO The Caseload Pane displays Clients on the Selected Staff s Caseload which can include Clients open to an Assignment for which the selected Staff is a Server or member of the Treatment Team Clients for which the selected Staff is the SAI and Foreign Clients e g Pre Intake Glass Broken etc For detailed information about the Caseload and which Clients are displayed refer to the Caseload Pane information in The Flying Tour section of this manual Note that the Caseload Pane needs to be refreshed via the Refresh Ribbon Bar button after Notifications have been updated The F icon in the upper left side of the Caseload Pane displays the Caseload Pane Filters Dialog shown on the next page
102. ives Aml B Level Description Status Established Target Resolved Linked LE Stren Communication Skills Prob Depression Active 11 19 2009 Goal Extended Time without Excess Depression Active 11 19 2009 Obj Practice Medication Compliance Active 11 19 2009 Obj Other Objective For Time w o Depression Active 11 19 2009 Interventions 40 E Type Description Se Se Server UnitID Unit Name SubUni SubUnit Name Frequ Antic Qty Duration Link Multi Ser Individual C 1 0 Ad Hoc 12 00 Progress Notes Type F A Un N S Cri D T Ser Pro Uni S Su S Ser T D Ap 3 I Individual E E P Ma 100 Cas 1e 1 MR 5 FIV 9 0 Sch E Signatures 40 Name Signed The Treatment Plan Detail Dialog is displayed when a Treatment Plan is double clicked from the Treatment Plans Pane The Client Chart button launches the Treatment Plan in the Client Chart View in the Assessment and Treatment Plan Products The Close Client Treatment Plan button closes the Treatment Plan Detail Dialog Four Panes are available to display in the Treatment Plan Detail Dialog and behave in the same manner as all Panes in the Homepage Products Strengths Problems Goals and Objectives e Interventions e Progress Notes e Signatures Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 126 ANASAZI P SOFTWAR
103. lanned button allows for entry of an UnPlanned Progress Note for the selected Note Type Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 30 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panels Figure 12 Main Panel CLINICIAN S HOMEPAGE Menu Security View ac cine Launch Preferences Save Panel Layolit and Restore Panel Restore Panel Exit External View Filters Preferences Layout Filters Application x SERVER FIVE QMHP jag ANASAZI ay Caseload 40 ToDo 240 Appointments 06 09 2010 a0 E Type Name Casett Type Name Caset Me 4 Type Sts I Start End ES S CLIENT FOUR 1004 A CLIENT THREE 1003 O gt CLIENT THREE 1003 a CLIENT TWELVE 1012 O al CLIENT TWELVE 1012 CLIENT TWO 1002 CLIENT ZERO 1000 There are no items to show Clicking on the graphic in the upper left hand corner of the Homepage displays a menu that allows for exiting the Homepage Product with the options shown below Double clicking on this graphic also exits the Product The Title Bar displays the name of the Homepage Product The icons on the right allow for minimizing maximizing or closing the Homepage Product The Doctor s Homepage can be moved on the desktop by clicking and holding the left mouse button on the Title Bar moving the mouse to the desired location and the releasing it Confidential and Proprietary to Anasazi Software Inc Decem
104. le launch a View using the Client Profile Menu as it is presented in Anasazi Central e History launch a View using the History Menu as it is presented in Anasazi Central e Shortcuts launch a View using the Staff defined Shortcut Bar as it is presented in Anasazi Central Security e Lock Session e Change Password View Tab Show Hide Staff Panes Show Hide Client Panes Panels The Homepage Products consists of three Panels the Main Panel the Staff Panel and the Client Panel Panels may include a number of different Panes and Dialogs including Client Maintenance Dialogs e g the Medications Dialog Client Detail Dialogs the Client Overview Dialog Client Activity Dialogs e g the Query Medications Topics Dialog General Maintenance Dialogs e g the Staff Preferences Dialog Lookup Dialogs Multi Select Dialogs Filter Dialogs Floating Text Dialogs and more Panels can be moved and resized as desired by individual Staff Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 3 ANASAZI P HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Main Panel When a Homepage is launched the Main Panel appears which includes a Staff Panel which is always exposed and may contain a Client Panel which overlays the Staff Panel Staff Panel The Staff Panel defaults with the Logged In Staff selected and displays information pertinent to the Staff including Caseload To Do items an
105. m the Panel via the Pin graphic in the Title Bar When Panes are unpinned the pin graphic points downward they can be moved within and even off of the Panel When they are pinned the pin graphic points to the side they display only the Title Bar until the Title Bar is hovered over or clicked Panes remember their last size that is if a Pane is made larger the next time the Pane is accessed it will appear as the larger size If an unpinned Pane is made larger and the Homepage Panel is subsequently made smaller the Pane may not be completely visible since it remembers its last larger size This can be remedied by 1 clicking on the View Tab in the Ribbon Bar and de selecting the option to display the affected Pane and then re selecting it 2 double clicking on the header if it is not docked at the bottom and is visible which will force the Pane to re size and then the Pane can be hidden again or 3 adjust the docking area that contains the Panes to be large enough to fit the affected Pane hover over the Pane to display it and then resize the Pane to be smaller such that it is visible Grabber bars are available that allow for changing the width or length of each Pane depending on the orientation of the Pane e g vertical horizontal Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 35 ANASAZI a SOFTWARE HOMEPAGE PRODUCTS Navigation
106. n the list Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 115 ANASAZI P SOFTWARE Client Panel HOMEPAGE PRODUCTS USER MANUAL Primary Care Physician Pane Figure 90 Primary Care Physician Pane Primary Care Physician Name DR BILLINGS Practice Name Phone gt 231 UNIVERSITY Tempe AZ 85280 F Address City State ZIP The Primary Care Physician Pane displays the name of the selected Client s Primary Physician as defined in his or her most recently Final Approved Assessment that contains the Primary Care Questions If the Expand this Pane graphic is clicked the following additional information is displayed about the selected Client s Primary Care Physician Physician Name Practice Name Phone Number Address City State Zip Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 116 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Responsible Party Pane Figure 91 Responsible Party Pane Responsible Party 7 Name Mom One Relationship Parent Home Phone 480 555 4563 Work Phone Address 5567 N Jackson City State ZIP PHOENIX AZ 85003 The Responsible Party Pane displays the Clients responsible party information from their most recently Final Approved Assessment that contains the Responsible Party Questions Confidential and Proprie
107. ne Figure 77 Current Axis V GAF Score Pane Current Axis V GAF Score Date E Score There are no items to show The Current Axis V GAF Score Pane displays the Clients GAF Score from his her most recently Final Approved Assessment that include the GAF Question The GAF Scores that display are from the Assessments that are specified in the GAF branch of Staff Preferences provided all of the Assessments that contain the GAF Score have been identified through Staff Preferences and are restricted to Assessments to which the Staff has COT Access Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 103 ANASAZI P HOMEPAGE PRODUCTS Client Panel USER MANUAL Axis V GAF Scores Pane Cont d Figure 78 Axis V GAF Scores Pane Axis V GAF Scores 7 Date m 5 4 2009 The Current Axis V GAF Score Pane displays a list of the Clients GAF Scores and the title bar displays as Axis V GAF Scores The following columns are displayed e Date Score F A displays as a blue color filled box if the Assessment has been Final Approved Otherwise displays as an empty box The Show Filters graphic displays the GAF Pane Filters Dialog shown on the next page Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 104 ANASAZI P SOFTWARE Client Panel HOMEPAGE PRODUCTS USER
108. ne Cont d Figure 88 Medications Pane Filters eA Filters Medications Pane Filters Changes to the following filters will update the display of the Medications Pane A Include All Medications The Medications Pane can be filtered to display as follows A Include All Medications e C Include Current Medications only e V Include Voided Medications only Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 114 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Notifications Pane l Figure 89 Notifications Pane Notifications 3 Type Form Pending Final Approval Treatment Plan Pending Final Approval 11 19 2009 02 17 2010 Treatment Plan 3 Type Unplanned Progress Note An UnPlanned Individual Progress Note has been recorded 11 19 2009 Acknowledge The Notifications Pane displays Pending Notifications associated with the selected Client for the selected Staff Red boxes bangs are displayed in front of items that require Staff to perform an action such as Final Approval When a Notification is clicked the associated view displays allowing for appropriate action by the Staff Once the appropriate action has been taken the Notification no longer displays Blue boxes bangs are displayed in front of informational Notifications and once they are acknowledged by clicking Acknowledge they no longer display o
109. nel exposed The Server in the Tab area of the Panel defaults to the Logged In Staff unless the Logged In Staff is designated as Clinical Support Staff in which this field defaults blank see the Doctor s Homepage User Manual for information on Staff Access Types Staff can be cleared by clicking the Clear button X or changed by clicking the magnifying glass graphic which displays the Staff Lookup Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 34 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Figure 16 Panes CLINICIAN S HOMEPAGE Menu Security View i all aT eee Refresh Show Client Break The Launch Preferences ave Panel Layout and Restore Panel Restore Panel Exit Panel Glass Ei View Filters Preferences Layout Filters Application Caseload ao Appointments 06 09 2010 40 E Type Name Type Name Caset Me 4 Type Sts Start End C C 5 CLIENT FOUR E CLIENT THREE 1003 o gt CLIENT THREE a CLIENT TWELVE 1012 O a CLIENT TWELVE CLIENT TWO CLIENT ZERO There are no items to show Panes can be resized maximized and restored or hidden A Pane can be moved by clicking on the Pane Toolbar holding the left mouse button and dropping it where desired Panes can be moved within the Panel or off of the Panel see the next page Each Pane can be pinned or unpinned to fro
110. nstructions Start the date on which the Client began or is to begin taking the medication e Days Supply the number of days supply that has been ordered e End the date on which the Client stopped or is to stop taking the medication Dt Estimated the estimated date on which the Client stopped taking the medication e External displays a checkmark if the medication was written outside of the Center e Discontinued the date on which the medication order was discontinued e DAW displays a checkmark if the medication is to be dispensed as written e Sample displays a checkmark if the medication is a sample e Renewal displays a checkmark if the medication is a renewal e Refills the number of refills for the medication e Dispense Qty the quantity of medication to be dispensed appended with the Unit of Measure e Issue Method the method the medication is issued Hand Written Printed Transmitted or Called In Approved the date on which the medication was approved Staff ID the Staff ID of the Staff who approved the medication e Staff Name the full name of the Staff who approved the medication Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 113 ANASAZI P SOFTWARE Client Panel HOMEPAGE PRODUCTS USER MANUAL Medications Pa
111. nts as managed in Client Assignments Maintenance in Anasazi Central including the Client s Primary Assignment Authorizations Pane The Authorizations Pane displays Client Authorizations from Client Authorizations Maintenance in Anasazi Central Client Overview Pane The Client Overview Pane displays the same information as the Client Overview Dialog Diagnoses Pane The Diagnoses Pane displays the Client s Primary Diagnosis from his or her most recently Final Approved Assessment that contains the Diagnosis Tab Page provided all Assessments that include the Diagnosis Review Tab Page both as a stand alone Assessment and where it has been added as a Tab Page to another Assessment have been identified through Staff Preferences Emergency Contact Pane The Emergency Contact Pane displays emergency contact information from the Client s most recently Final Approved Assessment that contains the applicable questions Axis V GAF Scores Pane The Axis V GAF Scores Pane displays the Clients GAF Score from their most recently Final Approved Assessment where a GAF Score has been recorded provided all of the Assessments that contain the GAF Score have been identified through Staff Preferences Insurance Coverage Pane The Insurance Coverage Pane displays the Client s Insurance Coverages from Client 3rd Party Coverages in Anasazi Central Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page
112. oad List Appointments List which displays scheduled Services from the Scheduler Product and To Do Panes A means to quickly launch the Client Panel for Clients displayed in the Caseload List Appointments List and To Do Panes A means to easily launch a number of external views e g the Client Chart View for Clients displayed in the Caseload List Appointments List and To Do Panes as well as in the Client Panel This User Manual covers functionality that is common to all of the Homepage Products Details specific to particular Products are included in separate User Manuals Privacy Security The Homepage Products adhere to the existing Anasazi Central Privacy Security controls except as noted otherwise For complete Privacy Security details refer to the Anasazi System Administrator Manual Navigation Launching Launching the Homepage Products is accomplished as with any other Anasazi View they can be launched from the Menu from Quick View or via the Shortcut Bar One of the Homepage Products may also be designated as the Default Launch View in the General section of the Options Dialog in Anasazi Central refer to the Anasazi Products Navigation Guide for more information Launching the Client Chart amp Forms The Homepage Products provide for launching the Client Chart View in numerous scenarios As a general rule the Client Chart View cannot be launched in the following conditions The Logged In Staff does not ha
113. of a re sizeable column resizes it to fit the contents of the column Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 38 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Panes Cont d Figure 20 Panes CLINICIAN S HOMEPAGE View New Note Assessment gt External View gt Clinical Document Exte x SERVER ONE la Caseload 40 ToDo Appointments 11 18 2009 El Type Name Casett Type Name 4 Type Sts I Start End E C CLIENT FIVE 1005 E CLIENT ONE gt E There are no items to show Xx CLIENT ONE Primary Insurance Coverage Services Appointments Scheduled Actions Primary Assignment Authorizations 576 06 22 2009 101 Case Ma p Central 1 Counsel de AO Crisis 584 10 05 2009 30 Individua 1 1 Central 1 Counsel s Doe Routine 579 08 10 2009 30 Individua ne 1 1 Central 1 Counsel ae Ez Cex Routine 578 08 03 2009 30 Individua La 1 1 Central 1 Counsel a EE 185 Routine SUOHEIIPS A SUOPPUGD epa Logged on as SERVER ON Environment Live NUM Some columns in the Pane can be removed by clicking on the column header holding the left mouse button down while moving it off of the Pane to remove In the above example the N S No Show column was being removed from the Pane Confidential and Proprietary to Anasazi Software In
114. on Schedules Diagnosis Review Notification Detail The Notification Detail Dialog for each listed Client can be displayed by selecting Notification Detail from the Right click Menu and lists all Notifications for the Client relative to the Selected Staff Notifications allow for launching the item such that it can be viewed and potentially attended to Once an item has been attended to it is removed from the list Some Notifications include an Acknowledge button that acknowledges the Notification and removes it from the list i e it was a notification only no action was required Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 12 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Notification Types Notification Types 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 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 e Assessment Pending Final Approval Interim Treatment Plan Pending Final Approval e Treatment Plan may be appended with Revision or Review Pending Final Approval e Informational Note Pending Final A
115. op left Tab of the Staff Panel Staff Panel Panes The Staff Panel displays three Panes the Caseload Pane the To Do Pane and the Appointment Pane Each of these Panes have both common and specific functionality described below Caseload Pane The Caseload Pane includes the following columns Type Name Case Number Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 10 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL The Selected Staff s Caseload includes the following Clients who have an Open Assignment for which the Selected Staff is or was the Primary 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 Clients who have a Closed Assignment that was closed within the Latency Period for which the Selected Staff was the Primary 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 will be listed on the Caseload List even though they are not officially on the Selected Staff s Caseload To distinguish them they are preceded with a Foreign Client Graphic E Guest Access Client to which the Selected Staff has been granted Client Guest Access Pre Intake Clients who are in a Pre Intake Status with the Selected Staff Glass Broken Clients for whi
116. orization From Good Thru PaySrc ID Pay Source BenPin ID Benefit Plan The Authorizations Pane displays the following information about the Clients Authorizations from Client Authorizations Maintenance The Filters icon displays the Authorizations Pane Filters Dialog shown on the next page e Authorization e From the beginning date of the Authorization e Good Thru the ending date of the Authorization e PaySrc ID the ID of the Pay Source the Authorization is for e Pay Source the description of the Pay Source the Authorization is for BenPIn ID the ID of the Benefit Plan the Authorization is for e Benefit Plan the description of the Benefit Plan the Authorization is for Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 96 ANASAZI P SOFTWARE Client Panel HOMEPAGE PRODUCTS USER MANUAL Authorizations Pane Cont d Figure 71 Authorizations Pane Filters Dialog Filters Authorizations Pane Filters Changes to the following filters will update the display of the Authorizations Pane A Include Open and Closed Authorizations The Authorizations Pane can be filtered to display as follows A Include Open and Closed Authorizations e C Include Closed Authorizations Only e Q Include Open Authorizations Only Confidential and Proprietary to Anasazi Software Inc December 2 20
117. pproval Narrative Progress Note Pending Final Approval if Planned appended with the description of the service specified for the Intervention if Unplanned appended with Unplanned e Individual Progress Note Pending Final Approval appended with the description of the single Client service and if Unplanned appended with UnPlanned e 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 If the Notification is relative to an Assessment or Treatment Plan the Assessment Treatment Plan is displayed in the Client Chart View If the Notification is relative to a Progress Note except for Group Progress Notes the Progress Note is displayed in the Doctors Homepage If the Notification is relative to a Group Progress Note the Group Progress Note Dialog is launched in the Client Chart View Name of Assessment has been Final Approved Final Approved on date 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
118. prietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 47 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Lists Figure 29 Sample List Caseload E Type Name CLIENT EIGHT CLIENT THREE CLIENT TWELVE CLIENT TWO Lists display information relative to the title bar and include columns most of which can be sorted on Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 48 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Trees Figure 30 Sample Trees Staff Preferences lal Save Close Preferences Preferences Preferences Auto Restore Auto Restore Client Panes Automatically restore the Panel Layout anytime a different Staff or Client is selected New Assessments C Automatically restore the Panel Filters anytime a different Staff or Client is selected Tree Views display a variety of topics on the left side and when selected the associated information displays on the right side The figure above shows a tree that includes a topic that has branches Client Panes indicated by a sign and others that do not The figure below shows a tree topic with the branches displayed fA Staff Preferences EE Save Close Preferences Preferences pe Pr Preferences Appointments Auto Restore Client Panes M E 7 A Initially show Appoin
119. re 40 Remove Multiple Service Codes Dialog Bf Multiple Selections Remove Multiple Service Codes Check each service code to be removed from the list of service codes in the Preferences Panel and click Ok None Invert Find coe Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 66 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 41 Staff Preferences Dialog Client Panes Services Staff Preferences al Save Close Preferences Preferences Preferences Services Auto Restore Client Panes y Appointments Initially show Services in the past 0 months in the Services Pane Maximum of 12 months Assessments Diagnoses GAF Lab Results Medications Progress Notes Substance Abuse Treatment Plans New Assessments Pharmacies The Initially show Services in the past months in the Services Pane Maximum of 12 months field allows for filtering the Services that are displayed in the Services Pane to a specified number of months Note that the higher the setting the longer the amount of time it takes to load the information to the Client Panel Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 67 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog
120. ress Notes Services Substance Abuse Treatment Plans New Assessments Pharmacies The Assessments selected here are those Assessments containing the Diagnosis Tab Page and are the Assessments that are initially displayed in the Diagnoses Pane The Add button displays the Add Multiple Assessments Dialog shown previously from which multiple Assessments can be added The selection button to the right of the ID field displays the Assessment Lookup from which a single Assessment can be added The Assessment Lookup can also be displayed by typing in the ID of an Assessment The Remove button displays the Remove Multiple Assessments Dialog shown previously The Clear button clears an unsaved entry in the ID field The Delete button displays a Confirm Dialog that prompts the Staff whether to delete the selected line Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 60 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 35 Staff Preferences Dialog Client Panes GAF amp Staff Preferences lal Save AS Close Preferences Preferences Preferences Auto Restore Client Panes Appointments Remove Delete Assessments rare a Description Diagnose Lab Results Medications Progress Notes Services Substance Abuse Treatment Plan
121. resses Pharmacy of Choice Displays the pharmacy name as a link that allows for selecting or changing the Client s pharmacy of choice including the address phone numbers fax numbers and e mail addresses Broadcast Alert The Ribbon Bar includes a Broadcast Alert button that allows for initiating a Broadcast Alert for a Client Once initiated the Broadcast Alert will be displayed any time a Client is launched to the Client Panel for which a Broadcast Alert was initiated in the past 30 days and that has not been acknowledged by the Logged In Staff Once the Logged In Staff clicks the Acknowledge button on the Broadcast Alert Dialog it will not display again Broadcast Alerts are automatically flagged as acknowledged by the Staff who initiated them Note The Broadcast Alert functionality in the Homepage Products is not linked with the Client Note functionality on the Client Abstract in Anasazi Central Broadcast Alerts only occur within the Homepage Products Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 18 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Client Panel Panes Appointments Pane The Appointments Pane displays the Clients scheduled Appointments from the Scheduler Product Assessments Pane The Assessments Pane displays the Client s Assessments Assignments Pane The Assignments Pane displays the Client s Assignme
122. s Changes to the following filters will update the display of the Insurance Coverage Pane A Include Current and Prior Insurance Coverage A Include Current and Prior Insurance Coverage To core The Insurance Coverage Pane can be filtered to display as follows A Include Current and Prior Insurance Coverage C Include Current Insurance Coverage only P Include Prior Insurance Coverage only Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 108 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Lab Results Pane Figure 83 Lab Results Pane Lab Results fF Date Description There are no items to show The Lab Results Pane displays information from Assessments that contain Lab Results The Assessments that display are those that are specified in the Lab Results branch of Staff Preferences This Pane displays the date description and Final Approved flag and the Assessment must be launched to display the contents of the Assessment Lab Assessments can be launched in the Client Chart View by double clicking a row Final Approved Lab Result Assessments are launched in show mode and Lab Result Assessments that are not Final Approved are launched in edit mode so that Staff can sign them If the Staff does not have Add COT Access the Lab Result Assessment is launched in show mode The Show Filters graphic displays the L
123. s New Assessments Pharmacies Initially show GAF Assessments in the past 0 months in the GAF Pane The Assessments selected here are those containing the GAF question and are the Assessments that are initially displayed in the GAF Pane The Add button displays the Add Multiple Assessments Dialog shown previously from which multiple Assessments can be added The selection button to the right of the ID field displays the Assessment Lookup from which a single Assessment can be added The Assessment Lookup can also be displayed by typing in the ID of an Assessment The Remove button displays the Remove Multiple Assessments Dialog shown previously The Clear button clears an unsaved entry in the ID field The Delete button displays a Confirm Dialog that prompts the Staff whether to delete the selected line The entry in the Initially show GAF Assessments in the past months in the GAF Pane field indicates the Assessments to be displayed upon launching the GAF Pane Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 61 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 36 Staff Preferences Dialog Client Panes Lab Results 5 Staff Preferences al Save Preferences bu Close Preferences Preferences Lab Results Auto Restore
124. s 10 Pharmacies 10 Staff Preferences Dialog 54 Staff Preferences Dialog 54 Client Panes Appointments 55 56 Client Panes Assessments 57 Client Panes Assessments Add Multiple Assessments Panel 58 Client Panes Assessments Add Multiple Service Codes Dialog 65 Client Panes Assessments Remove Multiple Assessments Dialog 59 Client Panes Assessments Remove Multiple Service Codes Dialog 66 Client Panes Diagnoses 60 Client Panes GAF 61 Client Panes Lab Results 62 Client Panes Medications 63 Client Panes Progress Notes 64 Client Panes Services 67 Client Panes Substance Abuse 68 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 146 ANASAZI P HOMEPAGE PRODUCTS Index USER MANUAL Client Panes Treatment Plans 69 New Assessments 70 Staff Preferences Panel Auto Restore 54 Pharmacies 71 Substance Abuse Pane 10 21 122 Super Drop Downs 8 T To Do Pane 12 77 Notification Detail 12 Notification Types 13 Treatment Plan Detail Panel Interventions Pane 128 131 Progress Notes Pane 129 Progress Notes Pane Filters Dialog 130 Strengths Problems Goals and Objectives Pane 127 Treatment Plans Pane 10 21 124 Treatment Plan Detail Dialog 126 Treatment Plans Pane Filters Dialog 125 Tree format 54 Trees 7 49 V View Tab 3 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 147
125. s only Include the latest Assessment of each type only ss The Include Assessments on or after field is required The dropdown field is required and can be set to one of the following A Include Final Approved and non Final Approved Assessments F Include Final Approved Assessments only N Include non Final Approved Assessments only If the Include Preferred Assessments only field is active only the Assessments specified in the Assessments branch of Staff Preferences are displayed If the Include the latest Assessment of each type only field is active only the most recently saved Assessment of each Type is displayed Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 92 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Assignments Pane Figure 67 Primary Assignment Pane Primary Assignment Prm Opened Closed Unit ID Unit Name SubUnit ID SubUnit Name Primary Server ID Primary Server Name Treatment Team ID Treatment Team Name rl 3 1 2003 100 Central Treatment Center 1010 Counseling 4 SERVER FOUR QMHP The Primary Assignment Pane displays the following columns e The down arrow in the left corner Expand this Pane expands the pane to display all Assignments and the Pane button and title changes to read Assignments shown on the next page If all Assignments ar
126. ss List of Clients in the Anasazi System Select a system client that matches Client Two and click next to continue to summary screen Client List Name Casett S Ethnicity DOB SSN Prim Prim Unit Na Prim Sub Prim SubUnit Name External Case SAI SAI Name AA AS ae IO E IE E cu ENT FOUR 1004 M 09 12 1950 456 90 1254 100 Central Treatmer 1010 Counseling 5 FIVE SERVE ENT FOURTE M a 01 01 1950 0 ENT GENERIC 0 ENT NINE 12 22 1970 765 44 3342 100 Central Treatmer 1010 Counseling 2 TWO SERY ENT ONE 12 05 1986 465 58 9652 100 Central Treatmer 1010 Counseling 4 FOUR SER ENT SEVEN 06 30 1963 453 30 2092 100 Central Treatmer 1010 Counseling 4 FOUR SERA ENT SIX 01 07 1990 432 39 4764 100 Central Treatmer 1020 Assertive Community 3 THREE SEF ENT SIXTEEN 07 08 1973 D ENT TEN 01 16 1964 987 87 798C 100 Central Treatmer 1010 Counseling 4 FOUR SERA ENT THIRTEE 02 15 1965 890 09 8905 0 TTORARA ENT THREE 07 09 1989 443 90 6757 100 Central Treatmer 1060 MA Group Home 5 FIVE SERVE ENT TWELVE 03 25 1942 767 67 8987 100 Central Treatmer 1010 Counseling 775588 5 FIVE SERVE ENT TWO 02 15 1965 411 52 986 100 Central Treatmer 1010 Counseling 4 FOUR SERA ENT ZERO 10 01 1970 431 59 899 100 Central Treatmer 1010 Counseling 4 FOUR SERA pn se S444 ISI Juano EXELEE E EPTE ECO E The Client List displays all Clients in the Anasazi System without regard to the Logged in Staff s security settings The Cli
127. structions The drop down field lists the printers that are available for selection Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 63 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Preferences USER MANUAL Staff Preferences Dialog Cont d Figure 38 Staff Preferences Dialog Client Panes Progress Notes 5 Staff Preferences ll Save Close Preferences Preferences Preferences Progress Notes Auto Restore Client Panes AS Appointments Remove Assessments mae Description ie ESE TEO GAF Lab Results Medications Services Substance Abuse Treatment Plans New Assessments Pharmacies Initially show Progress Notes in the past 0 months in the Progress Notes Pane The Service Codes selected here are the Service Codes that are initially displayed in the Progress Notes Pane The Add button displays the Add Multiple Service Codes Dialog shown previously from which multiple Service Codes can be added The selection button to the right of the ID field displays the Progress Note Lookup from which a single Progress Note Service can be added The Progress Note Lookup can also be displayed by typing in the ID of a Progress Note Service The Remove button displays the Remove Multiple Service Codes Dialog shown previously The Clear button clears an unsaved entry in the ID field
128. t Pane is Collapsed it displays only the Client s Primary Assignment or an Expanded state which displays data comprehensively e g all of the Client s Assignments Some Panes allow for displaying more detailed information about a single item in the Pane Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 4 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Staff Panel Panes The Staff Panel includes the following Panes for the Selected Staff Caseload Pane To Do Pane Appointments Pane Client Panel Panes The Client Panel includes the following Panes for the Selected Client Appointments Pane Assessments Pane Assignments Pane Authorizations Pane Client Overview Pane Diagnoses Pane Emergency Contact Pane GAF Pane Insurance Coverage Pane Lab Results Pane Medications Pane Medical Conditions Pane Notifications Pane Primary Care Physician Pane Responsible Party Pane Scheduled Actions Pane Services Pane Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 5 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Substance Abuse Pane Treatment Plans Pane Lists The Homepage Products include a number of different Lists and List Types as follows Array Lists with Column Headings In Array Lists all of the data is lo
129. t to Treatment Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 11 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Fing Tou USER MANUAL To Do Pane The To Do Pane includes the following columns Type Caseload SAl Caseload or Foreign Client Name Case Meds This column indicates whether there is a Notification for either Pre Approved Medication s Pending or a Refill Request Pending i e something pertaining to Medications is pending The To Do List can be sorted grouped on this column i e such that these items can be at the top of the list Note that information only displays to this column in the Doctor s Homepage Product The To Do Pane displays a list of Clients who have at least one Notification that is relative to the Selected Staff Notifications do not display for Assessments Interim Service Logs Interim Treatment Plans and Treatment Plans if the Staff does not have appropriate Category of Treatment COT Access to the form refer to the Anasazi System Administrator for details on COT Access The Notifications that are the most likely and that can be ascertained the fastest are examined first Specifically Notifications are examined in the following order Pre Approved Medication s Pending Refill Request Pending Form Pending Final Approval Assessment Requested UnPlanned Progress Note Target Date Approaching Past Client Acti
130. tary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 117 ANASAZI P HOMEPAGE PRODUCTS Client Panel USER MANUAL Scheduled Actions Pane Figure 92 Scheduled Actions Pane Scheduled Actions Due The Scheduled Actions Pane displays the following information regarding the Client s Scheduled Actions from Client Action Schedules Maintenance e Due the date on which the Scheduled Action is due e Type the Scheduled Action Type e Seq the Scheduled Action sequence Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 118 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Services Pane Figure 93 Services Pane Crisis Formit Service Code Service Description Date Thu Time Duration Unit ID Unit Name SubUnit ID SubUnit Name Server ID Server Name 4P P_C Int Individual Counseling 4 1 2009 10 004M 1 Hour 00 Central Treat Counseling 4 SERVER FOUR QMHP SC C F Rout Individual Counseling 11 12 2008 10 00AM 1 Hour Central Treat Counseling SERVER FOUR QMHP SC C F Rout Individual Counseling 3 2 2009 1 00PM 1 Hour Central Treat Counseling SERVER FOUR QMHP SC C F Rout Individual Counseling 2 16 2009 1 00PM _ 1 Hour Central Treat Counseling SERVER FOUR QMHP SC C Rout Individual Counseling 2 1 2009 1 00PM 1 Hour Central Treat Counseling SERVER FOUR QMHP SEC
131. that contain the Drug Use Mew have been identified through the Substance Abuse branch of Staff Preferences The Title Bar displays as Primary Substance Abuse Assessed date Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 122 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Substance Abuse Pane Cont d Figure 97 Substance Abuse Pane X Substance Abuse Assessed 05 04 2009 Type Prty Frequency Age 1st Use Alcohol 1 Sev times week Serious Abuse 15 gt S BI 4 gt The Expand this Pane button displays the Substance Abuse Pane which is a list of the Client s Substance Abuse Types from a single selected Substance Abuse Assessment that contains the Drug Use MEW provided all of the Assessments that contain the Drug Use Mew have been identified through Staff Preferences The Title Bar displays as Substance Abuse Assessed date The following columns are displayed Type e Prty the Priority Frequency Method the method of administration e g oral injection etc Age 1st Use The Launch this Substance Abuse Assessment in the Client Chart View launches the Client Chart View if it is not already launched with the selected Assessment displayed An Assessment can not already be displayed to the Client Chart in order for this feature to work The left arrow graphic
132. the Break the Glass General Information Page Clicking this link returns focus to the Break the Glass General Information Page and allows for editing e Target Homepage displays the name of the Staff whose Homepage the Client is being added to e Days on Homepage displays the number of days the Client will remain on the Staff s Homepage Clicking this link returns focus to the Break the Glass General Information Page and allows for editing e Date Expires displays the date on which the Break the Glass access will expire Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 138 ANASAZI P SQFT WARE HOMEPAGE PRODUCTS Break the Glass USER MANUAL Break the Glass Dialog Cont d Figure 113 Break the Glass Dialog Summary Page ff Break the Glass Breaking the Glass Summary A Clicking next will bypass normal client security and place the client on the logged in staff s homepage for the set number of days Client Information Entered Client Name Client Two System Name TWO CLIENT System Case 1002 System DOB 2 15 1965 System Sex Female Reason Sample Break the Glass reason Homepage Information Target Homepage ONE SERVER Days on Homepage 5 Date Expires 6 15 2010 The Back button returns focus to the List of Clients in the Anasazi System Page The Next button places the Client on the Lo
133. the To Do Pane The Type column indicates whether the Client is on the Selected Staff s Caseload if the Selected Staff is the Client s SAI or if the Client is Foreign Clients for whom the Selected Staff is the SAI display with a with a blue colored box Foreign Clients display with a blue colored dash and Clients on the Staff s Caseload display with an empty box Hovering the mouse pointer above these icons displays this information The Name column displays the Sort Name of the Client The Case column displays the Clients Case Number The Meds column indicates whether there is a Notification for either Pre Approved Medication s Pending or a Refill Request Pending i e a task having to do with Medications is pending Notifications only display for Assessments Interim Service Logs Interim Treatment Plans and Treatment Plans if the Staff has COT Access to the form s Refer to the Notification Types section in The Flying Tour for details Note this column is currently only used by the assigned Prescriber in the Doctor s Homepage Product but is visible in all Homepage Products Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 77 ANASAZI P SOFTWARES HOMEPAGE PRODUCTS Staff Panel USER MANUAL To Do Pane Cont d Figure 52 To Do Pane CLINICIAN S HOMEPAGE View Launch Preferences Save out and Restore Panel Restore Panel E
134. tial and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 119 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Client Panel USER MANUAL Services Pane Cont d _ Figure 94 Services Pane Services fj P N N S Crisis F S S D T T D U Uni Su Sub S S Supervisor ID Supervisor Name Appointment Type Person Served Place of Service Contact Type Intensity BB Ind W566 30 Ind 4 10 1 100 Centr 1010 Couns 4 SE Scheduled Face to Face Ind 567 30 Ind 3 1 0 1 100 Centr 1010 Couns 4 SER Scheduled Face to Face Ind 561 30 Ind 2 1 0 1 100 Centr 1010 Couns 4 SER Scheduled Face to Face O O ia 56230 Ind 2 1 0 1 100 Cent 1010 Couns 4 SER Scheduled Face to Face Ind 559 30 Ind 1 10 1 100 Centr 1010 Couns 4 SER Scheduled Face to Face The Supervisor ID is the ID of the Supervisor Staff of the Service The Supervisor Name is the name of the Supervisor Staff of the Service The Appointment Type is the Service Type specified for the Service The Person Served is the Person Contacted for the Service The Place of Service is the Place at which the Service took place The Contact Type is the Type of Contact specified for the Service The Intensity is the Intensity specified for the Service Confident
135. tion launches the Assessment Product Clinician s Homepage and Client Chart in Progress Note entry mode Note Staff must have the previous version of the Clinician s Homepage prior to v 3 0 available in his her menu in order to use this feature e Client Panel Displays the Client Panel for the Client of the selected Individual Service e Client Overview Displays the Client Overview Dialog for the Client of the selected Individual Service e Client Chart View Launches the Assessment Product Client Chart for the Client of the selected Individual Service e Client Action Schedules View Launches the Anasazi Central Client Action Schedules Maintenance View for the Client of the selected Individual Service New Assessment Displays the New Assessment Lookup for selection of an Assessment Selecting an Assessment launches the Assessment Product Client Chart for the Client of the selected Individual Service with focus in the Add Client Assessment Treatment Plan Dialog e Broadcast Alert Displays the Initiate Broadcast Alert for entry of an Alert for the Client of the selected Individual Service Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 82 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL Appointments Pane Cont d Figure 57 Appointments Pane Appointments 07 24 2009 A 4 Type Sts 17 G Start End Client
136. tments scheduled in the next D months in the Appointments Pane Assessments Diagnoses GAF Lab Results Services Substance Abuse Treatment Plans New Assessments Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 49 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Fields Figure 31 Field Examples Medical Conditions for ONE CLIENT 1001 Male Born 12 05 1986 Final Approve Close Medical Changes Conditions Medical Condition Information Age 22 yrs 5 months Gender Male 1 Pregnant Height 5 ft 8 in Lactating Nursing Weight 162 Ibs 0 oz Coo i AO pmi REE Blood Pressure Systolic Diastolic Tempera rei hena ondition Remove 1 Fields that are display only are displayed as shadowed gray including text numeric radio and lookup fields 2 Available fields are displayed as unshadowed white including text numeric radio and lookup fields 3 The field that currently has focus is shaded in a gold color Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 50 Y ANASAZI SOFTWARE HOMEPAGE PRODUCTS Navigation USER MANUAL Fields Cont d Figure 25 Field Examples Final Approve Close Medical Changes Conditions Medical Condition Information General Age 22 ys 5 months Pregnant Height 5
137. ton Types Button Most Ribbon Buttons are simple buttons Drop Down Some Ribbon Buttons include a drop down menu that includes a variety of available selections Drop Down Buttons include a small down arrow graphic as an indicator Split Ribbon Buttons Some Ribbon Buttons are split That is the top half of the Ribbon Button performs one function and the bottom half performs a different function Split Ribbon Buttons include a small Splitter Bar that appears on mouse over Checkboxes Some Ribbon Buttons are presented as a group of checkboxes Ribbon Bar Tabs An noted earlier the Ribbon Bar consists of three Tabs Home Menu Security and View Tabs Each Tab contains Ribbon Buttons that pertain to the Tab as noted below Home Tab Refresh Show Client Panel Break The Glass External Views which launch Views contained in external Anasazi Products Scheduler Single Day View e Scheduler Multi Day View e Assessment and Treatment Plan Group Progress Notes Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 2 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Preferences Panel Layouts e Save Panel Layout and Filters Preferences Restore Panel Layout e Restore Panel Filters Exit Application Menu Security Tab Menu System e Main Menu launch a View using the Main Menu as it is presented in Anasazi Central e Client Profi
138. ts This Lookup is a Non Array List and displays 10 Clients at a time This Lookup can be sorted by Client Name Case Date of Birth Social Security Number Primary Unit ID or SAI ID This Lookup is reasonably fast if the Logged In Staff has Client Access to a medium to high percentage of Clients e g if the Logged In Staff has Client Access to 1 out of 10 Clients the system only needs to spin through 100 records on average in order to find 10 Clients to display This Lookup is slower if the Logged In Staff has Client Access to a low percentage of Clients e g if the Logged In Staff has Client Access to 1 out of 100 Clients the system needs to search through 10 000 records on average in order to find 10 Clients to display Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 16 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS The Flying Tour USER MANUAL Advanced Lookup The Advanced Lookup is an Array List and may be sorted on any column This Lookup is used when the Use the Advanced Client Lookup field is active in Staff Maintenance for the Staff and the Client Access of the Staff is one of the following B Only Clients that are currently open to a Unit SubUnit to which the Staff Member has access sensitive to Latency C Only Clients that are currently or were previously open to a Unit SubUnit to which the Staff Member has access E Only Clients on the
139. ts Pane 9 Medications Pane 9 Progress Notes Pane 9 Services Pane 9 Treatment Plans Pane 10 Common Lookup 16 Advanced Lookup 17 Controlling the Content of Panes on the Client Panel Diagnoses Pane 9 Substance Abuse Pane 10 D Diagnoses Pane 9 19 99 E Emergency Contact Pane 19 102 F Fields 8 50 Field Examples 50 51 52 53 Number Selector 8 Super Drop Downs 8 Figures Add Multiple Assessments Dialog 58 Add Multiple Service Codes 65 Appointments Pane 80 81 82 83 90 96 98 Appointments Pane Filters 84 Assessments Pane 91 Assessments Pane Filters Dialog 92 Assignment Pane Filters Dialog 95 Authorizations Pane Filters Dialog 97 Axis V GAF Scores Pane 104 Break the Glass Dialog Alias List Pane 137 Client List Filters Pane 136 General Information Page 134 List of Clients Page 135 Password Dialog 132 133 Summary Page 138 139 Caseload Pane 73 74 76 Change Password 26 Client Notifications Dialog 79 Client Overview 86 Client Panel 85 Client Panel Panes 88 Client Panel Assignments Pane 94 Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 142 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Index USER MANUAL Current Axis V GAF Score Pane 103 Diagnoses Pane 100 Diagnoses Pane Filters Dialog 101 Emergency Contact Pane 102 Field Examples 50 51 52 53 GAF Pane Filters Dialog 105 Initiate Broadcast Alert 87 Insurance Coverage Pane 107 Insur
140. ve appropriate Categories of Treatment COT Access to the form if the Staff has Show Only COT Access the form will generally be launched in Show Mode The Client is currently checked out to a Laptop in this case the form will generally be launched in Show Mode Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 1 ANASAZI P HOMEPAGE PRODUCTS The Flying Tour USER MANUAL The Client Chart View is already displayed and not in Home Folder mode i e the Staff is in the middle of doing something on this view In this case the focus goes to the open document in the Client Chart The Logged In Staff does not have appropriate View Access Ribbon Bar The Ribbon Bar on the Main Panel consists of three Tabs Home Menu Security and View each of which include Ribbon Buttons that accommodate various functions A simple Ribbon Bar is sometimes provided on Dialogs e g the Medications Dialog The Ribbon Buttons have a primary label as well as a more detailed Tool Tip that presents upon mouse over A Ribbon Button is shadowed when its associated function is unavailable Ribbon Buttons are presented in a Ribbon Button Group which presents like Ribbon Buttons together In some cases clicking on the Ribbon Button Group initiates an associated function these are denoted by a small down arrow graphic in the bottom right corner There are four different Ribbon But
141. xit External View lters ences Layout Filters Application X SERVER FIVE QMHP LELLES Caseload 40 ToDo ro E Type Name Casett Type Name CLIENT FOUR 1004 El CLIENT THREE CLIENT THREE 1003 E CLIENT TWELVE CLIENT TWELVE 1012 i EJ CLIENT Two 1002 Client Overview O CLIENT ZERO 1000 Client Chart View Client Action Schedules View Notification Detail Client Panel New Assessment Broadcast Alert Hovering the mouse pointer over the right most column of a row displays a drop down arrow icon Clicking this graphic displays a menu that allows for launching one of the following e Notification Detail e Client Panel e Client Overview e Client Chart View e Client Action Schedules View New Assessment Broadcast Alert Right clicking on a row also displays the above menu options Confidential and Proprietary to Anasazi Software Inc December 2 2010 Updated through PW 0164 Page 78 ANASAZI P SOFTWARE HOMEPAGE PRODUCTS Staff Panel USER MANUAL To Do Pane Cont d Figure 53 Client Notifications Dialog CA Client Notifications THREE CLIENT 1003 E Type Form Pending Final Approval Treatment Plan Pending Final Approval 11 19 2009 02 17 2010 Treatment Type Unplanned Progress Note An UnPlanned Individual Progress Note has been recorded 11 19 2009 Acknowledge The Client Notifications Dialog displays any Notifications for the selected Client

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