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Efforts To Outcomes (ETO) USER MANUAL Community Transitions

1. Track Receipt of Signed Consent for Release of Information Forms 1 0 aes utpu 6 3 Track Receipt of Signed Consent for Release of Information Forms i 0 ETO Analytics Bela 7 Track Receipt of Signed Consent for Release of Information Forms 7 0 Wizards 8 Track Receipt of Signed Service Agreement Form 1 0 Program Administration SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community P Training Calendar gt Support Click the toggle plus sign on the left side of the Point of Service Element to expand the details The Take Action drop box includes Record Effort View Efforts History View Edit Participant Change Due Date and for Program Managers and higher Assign Effort to Staff D tips secureetosotareca naes D v BC X aooga CHA Colony fu File Edit View Favorites Tools Help oa Mema A Arranon ETOSOFTWARE ee a Log Of Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary dia piiniat Connections Change Proaram Thursday Sep 6 2012 ae ha ay En SNIA 7 Py ee eee E Renortir ee aw tgd Quick Searc arch Message My Fa mes _ My Dashboard _ GPU rting Dashbo tcneall rTodoust_ gt Go Participant History o Do List To Do Point of Service Element All Dates Record Efforts Period Al Dates v Show Point of Service Bement Scope Site v E My Work Contacts s Entities Staff
2. Welcome Nora Habafy CVHA Calgary Region Continuing Connections Change Program New Enter Search Term s Existing Contacts for Fake John ADD NEW CONTACT lt a There are no Contacts Associated with current Participant SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Click on Add New Contact This page will appear Click on Add existing contact 18 Leg OW HomePage MyAccount Change Site Help Chal Thursday Sep 6 2012 Participants a Duplicated Participants Find Participant C Find Participant Add New Participant Add New Housenoid Beta ViewEoa Participant Enroll Participants Dismiss Participants Dismiss Participants by Date Enroll Participants C Add Retable Contacts ViewEos Reliable Contacts Add Edit Famibes Manage Groups Participant Match gt Participant History gt Record Efforts My Work Contacts ETOSOFTWARE x i Logot HomePage MyAccount Change Site Heip Chal Welcome Nora Habafy CVHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 New ToDolst Messages Favomies My Dashboard Reporting Dashboard Enter Search Tos Associate Fake John With Existing Contacts Add Existing Contact a Add Demo by Group Dupicated Participants Find Participant C Find Participant Add New Participant View Edit Participant Enroll Participants Dismiss Participants Dismiss Partic
3. ETO Analytics Beta Wizards oqram Administratior Canadian Mental Health Association Calgary a er EdtMyEfois Mental health forall Enroll Participant Search for a prewi usiy dismissed parapan and re enroll hem il oao you are conducting another intake _ View Pending Referrals Find and enrol oo appointment pariapants refered by angther CMHA Program ViewlEdit Participant Update a curren participants demographics Record Effort Track time and participation Record Multiple Efforts Track lime and In addon to actwabes rated to the j paniapaton in addition to aches rated to the oo participant participants Review Staff Efforts Review Staff To Do Participant Assessment Create goun i Ein Surveys incident reports discharge intonation AWE Time t Hie Administration a t Enterprise hitps secure etosoftware ca Navigationasp by Social Solutions Inc All rights reserved b Online Community Training Calendar P Suppert The page below will appear Click on Edit next to Continuing Connections Volunteers or Peer Options Volunteers or Leisure Recreation Volunteers 44 Sa nttps secure etosoftwareca index O BO X he File Edit View Favorites Tools Help ETOSOFTWARE Log Om HomePage MyAccount Change Sie Heip Chal Welcome Nora Habaty COMHA Caigary Sis balapin Thursday Sep amp 2012 Name of Group Arbitrary Text Site Enabled r Edit Del
4. Optio ETOSOFTWARE xE Log Off Home Page MyAccount Change Site Help Welcome Nora Habafy CMHA Calgary Region Peer Options Change Program Thursday Sep 6 2 New To Do List Messages My Favorites My Dashboard Reporting Dashboard L Schedule Follow up Alert to show up on your To Do list L Schedule Follow up Alert to show up on Other Staff s To Do list AlerBDate 7 v Sep v 2012 1 7 30 90 7 9 2012 Alert Type Reminder to Complete this Assessment p Reminder to take a new Assessment Alert Notes gt Site Administration Enterprise m J vr 4 m gt SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community gt Training Calendar gt Su e Click on Submit to save your information We do not recommend you to Save Draft because if you do not go back to complete the assessment and submit it the assessment data will not show up in aggregate reports e After submitting the response review screen will generate along with a confirmation that the assessment has been submitted in the system The next screen will allow for review of answers and a link to go back to make edits if necessary If a response needs to be modified click Edit and you will be able to make those edits e Click Continue to return to the Participant Assessment screen where a list of options appears in the
5. t Enterpri g Me SocdalSolutions 2001 2012 Developed by Social Solutions Inc All nghts reserved Links to features can be added to the Home Page by the ETO Administrator Navigation Bar Participants b Participant History t Record Efforts b My Work b gt Entities Scheduling Reports ETO Reports Program Administration Site Administration The green bar on the right side of the page is referred to as the Navigation Bar Click on any of the headers in white font to access features that fall in that section b b r e Wizards b r H Online Community Training Calendar P Support RECORDING A NEW CLIENT IN WAITLIST PO OR ACTUAL PROGRAM Continuing Connections Program Participant Member of the target population recipient of service For CMHA Participant registered client Participant in the context of ETO Most of our participants will go through the same process beginning with an intake and finishing with an exit interview Search ETO first to avoid Duplicates Searching is probably the most frequently used functionality in ETO Software Before a new Participant is added to the system it is recommended that the system is searched to avoid duplicate entries Quick Search Quick Search allows you to search for active Participants in the selected program or those who are active and dismissed across the entire site Ensure that you select CMHA Calgary Region when you
6. 10246 m p SocalSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page P Online Community P Training Calendar P Support 13 The page above will appear Put a checkmark in front of the participant s name you are interested in Input the Program Start Date when this page appears CMHA Calgary sspe Mere ETOSOFTWARE PA LogO HomePage MyAccount Change Site Help Chat Welcome Nora Habaty CMHA Calgary Region Continuing Connections Change Program Friday Sep 7 4012 New To Do List We E d ral Fi miles i fF Ti as j heard j Renni WT Ji ae Enter Search Term s i Add Participants to Continuing Connections t Participants i t Participant History Program Start Date Projected Completion Date t Record Efforts Work Fake Alex Day Month Year yesterday Daye Month Year My Wom S t Contacts x Entities Add Reports gt ETO Reports gt Efforts To Outcomes gt Quality Indicators _ Home Pave al gt ETO Analytics Belaj gt Wizards Program Administration gt Site Administration Enterprise SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page Online Community gt Training Calendar gt Support PRINTING A FACESHEET OF YOUR CLIENT Click on Go next to View Edit Participant on your Program s Home Page Search for the c
7. 38 If applicable change survey date at top of screen Complete survey elements as desired Schedule Assessment Follow up Alert N A for Surveys Leave blank Submit to save your information We do not recommend you to Save Draft because if you do not go back to complete the assessment and submit it the assessment data will not show up in aggregate reports e After submitting you will come to the response review screen You will receive a confirmation that your assessment has been submitted in the system The next screen will allow you to review your answers and go back to make edits if necessary If you need to edit a response click Edit and you will be able to make those edits Click Continue to move on to the next screen where you will have the following options 1 Review shows a read only version of your assessment data This is helpful if you are unable to run Crystal Reports on your computer 2 Update allows you to go back and edit the assessment data This option will not be available if the Site Administrator has set up the assessment to prevent updates 3 Report a Crystal Report containing a print out of all assessment questions that were answered and the answers to those questions 4 Print a Crystal Report containing all questions and answers in the assessment including those that were not answered 5 Delete this option is only available to Site Administrator and allows you to delete one individual assessmen
8. Assessments and General Points of Service can be built into ETO General in the context of ETO I track my work as an ETO Administrator in a General effort so that can generate a report detailing how much time spend working with the software The General Efforts for your Programs are Program Presentations To be used when you deliver a presentation about your Program to a community agency Track Professional Development To be used for tracking your attendance in workshops conferences agency tours etc for your professional development Track Consultation Sessions Continuing Connections Program only Track Educational Sessions Continuing Connections Program only Feature to use General Efforts Go to Record Efforts on your Navigation bar and then click on General Efforts 32 Bi ey titps secure etosotrwareca index D MB O X iGooge D CMHA Calgary File Edit View Favorites Tools Help Ceneda Wema lt eee Log Off Home Page MyAccount Change Site Help Chat therein herd Sor a ETOSOFTWARE Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 AK r K e Last Login 5 9 2012 f m Participant History Failed Attempts Since Last Login 0 Record Efforts Canadian Mental Health Association Calgary Mental health for all Multiple Participant Referrals ey eee M Enroll View E
9. Dismiss se as Enroll gt I Participants c Viewed ss Contacts Group Name Group Start Date re LS Set All Individual Members Group Start Date Equal to Date Above Group End Date F Notes Uses Scheduling General Efforts SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar gt Support e Group Name Enter a name for the group e Disabled Select if this group is not yet active This option is rarely used at the time of a group s creation Groups can easily be disabled and re enabled once created e Start Date Note that ETO will prevent attendance data for the group from being entered prior to the group 40 start date For this reason it is important if the group started in the past the start date is backdated e Set All Individual Members Group Start Date Equal to Date Above If this box is not checked member start dates will default to the date they are added to the group today Member group start date can be edited individually if this box is checked NOTE If this box is checked for an existing group the start date for the current members will not change Checking this box will only impact new members added to the group e End Date The group will not be available for recording efforts after its end date including for back data entry Group Description Text will show up un
10. Fun Games v fE Celebrityy E E mail B Options v Caradlan Mental ETOSOFTWARE X aot Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 aif ism ni Termination Date f Termination Reason Select Y m Participant History Record Efforts SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar gt Support 42 ADDING REMOVING GROUPS IN THE LEISURE RECREATION PROGRAM On your Navigation bar click on Program Administration and then Manage Efforts Qualifiers l nhan CMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE Log Of Home Pagd MyAccount Change Sile Help Chat VWekone Hora Habaty CMH4 Cagary ner m Leture Recreation oe Shane Program Thuria Sep 6 2012 EE e Last Login 692012 ETO Reports a Palhed AlbGmpts Samo Lasi Logri 0 Edit Page Efforts To Gutcomens Quality indicators t Outputs Canadian Mental aj S z Leisure Recreation Program ETO Analytics Bai Health Association Recr n g nn L Calgary Edit My Efor E E Efforts QueryRepors AM Program Administration Mental health for all Enroll Participant Search for a previously dismissed participant and oaoa re enroll them View E
11. Location Method Selet 7 Dismiss Parteipants ny Date Date of Contact 6 Sep 2012 7 Enroll Participants C o Name of Leisure Recreation group Select i Add Rekabie Contacts z Leisure Recreation Program Volunteers john fake volunteer brenda fake volunteer ViewEdit Reliable Contacts Add Edit Famibes jane fake volunteer Manage Groups Mf Track Attendance at Leisure Recreation Groups Clients Participant Maten Gf Time Spent on Contact minutes gt Participant History Participants Last Value Assigned New Value Select AN Record Efforts Fake Rose No values have been set Ser Participant Efforts Fake Samantha No values have been set Record Attendance Fake Suzy No values have been set Multiple Participant Efforts Notes Add Referral Mufipie Partcipant Referrals 4 Record Effort amp Close gt ViewEdt Referrals y SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved e Select the contact location method e Select the name of the Leisure Recreation group in the drop down list Name of Leisure Recreation group e Puta checkmark next to the name s of the volunteer s who assisted in the facilitation of the group e Input the duration of the group in minutes e lf the client was present put a checkmark next to his her name and if the client was absent leave the box blank e Click on Save a record if you have only this attendance to enter or click on Save
12. Meeting Reports Subject Type Due Date Take Action E ETO Repons 1 4 Independent Living Support General 28 9 2012 Record Effort Other Actions Efforts To outcomes lity Indicators i Track Receipt of Signed Release and Waiver Form 1 0 eae 2 t a Track Receipt of Signed Release and Waiver Form 7 0 gt ETO Anal ytics iE eta 4 Track Receipt of Signed Consent for Release of Information Forms 1 0 Wizards 2 Track Receipt of Signed Consent for Release of Information Forms 1 0 Program Administration 4 Track Receipt of Signed Consent for Release of Information Forms i Site Administration 4 Track Receipt of Signed Consent for Release of Information Forms 7 0 Enterprise SocalSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved P Online Community P Training Calendar P Support ee the Show drop box to switch the To Do List view Point of Service Element Participant Entity General Calendar 21 The most popular view is the Calendar The user can determine which days should appear 5 work days versus the full week and can move through the calendar by using the arrows pointing to the left past and right future ETOSOFTWARE i _ Log Of Home Page My Account Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2072 Participant History To Do Calendar Record Efforts D C FONE My Work Contact
13. Name Group Start Date Edit Remove Fake Beth 06 06 2012 Edit Remove Fake Louisa 06 06 2012 This page will appear BI mps secureetosotrwarecanien O BO X e File Edit View Favorites Tools Help ETOSOFTWARE Log OW HomePage MyAccount Change Site Helo Chat VWeiome Hora Habaty CMHA Calgary Regi Peer Options G mam Too Remove Group Member Thursday Sep 6 2012 Permanently Delete From Group O Termination Date Termination Reason Participant History Record Efforts SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved 50 Input the Termination Date For Termination Reason Only use the options Completed Group Dropped out from Group and Other because all the other options do not apply to Groups Indeed the other options are for discharge from a Program or not accepted in the Peer Options Program Click on Save LOGGING OFF To log off click on the link in the upper right corner of the software You should click on this link before closing your browser to ensure the data remains as secure as possible 5I
14. New options can be added through the Add New Entity feature Select the corresponding Entity Type Referral Source or Funding Source based on the field you re populating If there are Entities in other programs in the site that should be listed in the current program they can be brought into the program through Enroll Entity The Alert field if enabled will generate a pop up with the data entered in that field when the participant is accessed through View Edit Participant Participant Efforts and Enroll Participant Submitting the Add New Participant Page Once you ve completed all relevant demographic information on the first page select the Participant s Program Start Date at the bottom of the page This date should be the date when the Participant started receiving services or completed an intake form The Program Start Date can be backdated as necessary Only the ETO Administrator can edit this date please enter it carefully This date default to blank The Enroll in Program check box must be checked to enroll the participant in the program The box will be automatically selected If this box is not checked the Participant will exist in ETO with no program affiliation You will then have to use the Enroll Participant feature to pull the participant into the selected program We would like to avoid this Click Submit at the bottom of the page to save the record A confirmation will appear to let you know that the Participant has been succes
15. Region Connections Change Program Thursday Sep 6 2 Enter Search Term s Participant v TAARN WW search ene Dismiss Participants i s Enroll Participants c Take Action Group Name Group Status Start Date End Date Last Modified Active Members Add Reliable Co Edit Disable 1 Fake expressive arts outing Enabled 01 06 2012 07 06 2012 1 Members Vertat REDS Contac Edit Disable 2 Fake movie outings u Enabled 01 06 2012 06 06 2012 1 Members Edit Disable 3 Fake music therapy group Enabled 01 06 2012 06 06 2012 1 Members Manage Groups classic Multiple Partcipant Efforts TTET ETE RAA Add Rei General Efforts SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar gt Su This page will appear amp IS S https secure etosoftware ca index O 00g Google CMHA Calgary File Edit View Favorites Tools Help x a 4 search Facebook v a Amazon YouTube J 13 Calgary Canadaw Ga News v E Fun Games v E Celebrity E E mail EJ Options v Canadian Mental ETOSOFTWARE gt N Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 List y ON Favor EP g aE TI Son ase Participant v OTe Search Efron Parucipanes Bs g
16. do the search Brand new clients not a CMHA client that is a self referral or an external referral After you have searched ETO and did not find the client you will have to Add the brand new client Add Entry of data that is not already existing in the database e g Add Participant Add Referral Add Reliable Contact Add Participant Match To add a Participant Click on Go next to Add Participant on the Intake Program s Home Page or Click on Participants and then on Add New Participant on your Navigation Bar to the right This page will appear File Edit View Favorites Tools Help x ja 7 Tassie bisnis ETOSOFTWARE SS Sia Log Of Home Fage MyAccount Change Site Help Chat Welcome Nora Habafy CIMHA Calgary Region PO Waitlist Program Change Program Thursday Sep 6 2042 ToDoList Messages My Favontes My Dashboard Reporting Dashboard Enler Search Term s 7 Parkcipant fim PO Waillist Program Add Participant Referral Date Day EXE Yoar today 1 7 30 90 Prefix Select Last Name z First Name e Middle initial Gender c misga DOB Day Month Year Estimated Date of Birth Yes True No False p i T r SocialSolutions 2001 2012 Developed by Social Solutions Inc All mghts reserved Help with this page Online Community P Training Calendar P Support The Add New Participant screen is how a re
17. support and validation of feelings Assisted client with the alleviation of mental b Program Adminisibadion to client in crisis situation illness symptoms gt Site Administration Problem solved with client barriers that gt Enterprise impeded progress on goals Reviewed progress on goals and tasks with client Nacrrintion of Staff artivitiae with lead bankalecae ba mablmbad allan ba smsi an anata Re avalenbad anata and banli sibi allan SocialSolutions 2001 2012 Developed by Social Sohtions inc All rights reserved Help with this page P Online Community P Training Calendar P Su e lf there is a section that has Value choices such as below in the Point of Service Client engagement within the composite Point of Service Track activities with client select the appropriate value choice e lf there is a section that has the Values Yes or No such as below in the Point of Service Track travel time within the composite Point of Service Track activities with client select Yes if there was travel time and select No if there was no travel time The same for Track documentation of activities with client If you select No input 0 for time spent e Time Spent Is always in Minutes and always in 15 minutes increments e g 15 30 45 90 120 180 etc 24 File Edit View Favorites Tools Help e S OCE p a a e x c vH cooo Amazon 5 YouTube C S Caiga
18. the capacity for many efforts to be recorded for a given participant on the same day effort data is typically entered with more frequency than any other type Value The data field that appears on Record Efforts pages where users provide a response to the Point of Service name Values may be presented as a drop box of choices which can be edited by the ETO Administrator a Yes No selection or a blank box which indicates that Numeric data be entered Value in the context of ETO When went to record an effort in ETO I was on the fence as to whether to select the value of Contemplation or Planning but after speaking with my program manager about how the values are defined it was clear the Participant is in Planning so that s the value chose 20 These are the Points of Service for your Programs Continuing Connections Track Activities with client Visits with clients phone calls with clients This is a Composite Point of Service A Composite Point of Service allows you to enter data on more than one related Point of Service on the same screen Track social visits by volunteers Peer Options Program Transition Feature to use Record Efforts Efforts are used to enter Point of Service data Points of Service allow for time spent with Participants to be captured Efforts are entered with more frequency than any other feature in ETO There are several ways to access the Participant Efforts feature 1 Go to the Participa
19. using this feature Dismissed participant records are not deleted a dismissed Participant may be re enrolled with the Enroll Participant feature at any time Enrollment and dismissal details are stored on the Program History accessed via the button in the upper left of the View Edit or Find Participant pages e Click on Go next to Dismiss Participants on your Program s Home Page This page will appear Gp o tmps secureetosommareca insex O a BC X AiGoogien ss CMH Calgary m File Edit View Favorites Tools Help Cearn berw ETOSOFTWARE BAS ide HomePage ada ii t Welcome Nora Habafy CMHA Calgary Region Peer Options Change Program Thursday i New Todo r 5i 2 x HSER OER me q ie ie a shboarc 7 j ve i 7 Enter Search Term s Search for Participants in Peer Options by 1 partial Last Name SIN 3 Case 4 Family Name Last Name SIN Case First Name Family Name gt Outputs gt ETO Analytics Bet gt Wizards SEARCH To see all Participants leave the boxes empty To search for Participants by partial Last Name use the text box to the left To further define your search use the text box to the right t m SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page gt Online Community gt Training Calenda 15 e Search by the single or combined full or partial last name and or full or partial
20. waitlist and the Art of Friendship group will start Clients can stay in the Peer Options waitlist program until the group starts Refer to the section in this manual with regards to dismissing discharging a client 12 In the case of accepted clients you will also need to enroll them in the actual Peer Options program Refer to the section below in this manual ENROLLING CLIENT IN YOUR PROGRAM The Enroll feature is typically used in one of three scenarios 1 A previously dismissed participant is returning to the program for services Relevant to Leisure Recreation Continuing Connections and Peer Options Waitlist in case the individual was never a CMHA client in another Program but was in Peer Options before 2 A participant is or has been enrolled in another program and now needs to be enrolled in the selected program too Relevant to Leisure Recreation Program 3 A participant is in the Peer Options Wait List and now needs to be enrolled in the actual Peer Options Program Enroll To bring a participant that exists in ETO into the selected program and enter a program start date Enroll in the context of ETO Fred got services here three years ago and moved to Florida When he returned rather than adding him as a new Participant in ETO enrolled him Feature to use Enroll Participant On your Navigation bar Go to Participants and then click on Enroll Participants or Click on Go next t
21. 3 2 Amazon YouTube 13 Calgary Canadaw g News FE Fun Games v E Celebrity EJ E mail v Instructions Please indicate how often you are currently feeling or practicing the following skills by checking the number that applies closest to how you feel Think about how you feel Options v Log Off Home Page MyAccount Change Site Help Chat Thursday Sep 6 2012 Participants Participant History 5 Record Efforts My Work Contacts Entities Reports gt ETO Reports Efforts To Outcomes gt Quality Indicators Outputs ETO Analytics Beta Wizards Program Administration Site Administration Enterprise gt Online Community P Training Calendar gt Support e If helpful Schedule Assessment Follow up Alert which allows you to create an alert on your To Do List Check the box and complete the Alert Date Alert Type and Alert Notes optional You can create a reminder to take a new assessment or complete the current assessment You can also create a reminder for another staff person to complete the assessment This is especially useful for the Art of Friendship Post Test when you know when it will be administered last day of Art of Friendship session 3 7 ru o amp Ss https secure etosoftware ca index O BOX CMHA Calgary x eal a x File Edit View Favorites Tools Help x a ee 89 E Facebook ESSE
22. ARE Log Off Home Page MyAccount Change Site Help Chal Welcome Nora Habaty CMMA Caigary Region PO Waitlist Program Change Program Thursday Sep 6 2012 New ToDoList Messages My Favomes Dasndoard Reporting Dashboard Enter Search Term s Pending PO Waitlist Program Referrals Participant Name Mike Fake Start Date gt 6 Sep 2012 yesterday Projected Completion Date Dey oMenth FF Vea gt ETO Reports gt Efforts To outcomes t Quality Indicators e Outputs Add Participants to Pre ETO Analytics Beta Wizards a Program Administration _ Site Administratbon t Enterprise SocabSolutions 2001 2012 Developed by Social Solutions inc All rights reserved t Online Community P Training Calendar P Support If you click on Not Accepted this box will appear and you need to select the appropriate reason for non acceptance and then click on submit Reasons Not Accepted Winc C Xx i e _ H https secure etosoftware ca ReasonForReje E AN Not accepted because Needs further skill building Not accepted because Inappropriate for Program Not accepted because Not group ready Other After you have accepted or not accepted a client in the Peer Options Program you will need to dismiss this client from the Peer Options Waitlist For not accepted clients As soon as the client has not been accepted For accepted clients Once the client is no longer on the
23. Adie Hew Paricipani ol Add New Household Beta viewed Participant Add current Contact Enna Participants Dismiss Paricipants A Dismiss Participants by Date Ental Participants C Viewed Reliab Contacts Ac Edit Famibts Manage Groups SocaSolutions 2001 2012 Developed by Social Solutions inc All rights reserved t Online Community Training Calendar P Support RECORDING YOUR INDIVIDUAL TIME WITH A CLIENT Point of Service This is where time and energy spent is tracked within ETO We tried to set up Points of Service so that time spent can be related to client progress such as going from lack of engagement to full engagement Points of Service are entered by Recording Efforts Point of Service in the context of ETO We used to enter case notes in Word documents and attendance information in Excel Now staff enter that information into Point of Service using the Record Efforts features and the reporting options are great Effort Entry of Point of Service data which is also known as recording efforts There are several record efforts features in ETO Efforts can be recorded for Participants Entities or General Efforts can be recorded for one Participant Entity at a time or Multiple Participants Participants Most Point of Service elements are built with a field to capture time spent on contact Time spent on contact and number of contacts both track effort on behalf of staff entering their work ETO has
24. Beira Delete Enabled Outputs walking cia Delete Enabled ETO Analytic Beta SnowshoaingandSiang Delete Enabled Wizards iking Delete Enabled Program Administration Lunch Oinner ciu Delete Enabled Holiday Dinner and Dance Delete Enabled Movie Delete Enabled Museum and Tour Delete Enabled 4 Stampede Beunch Delete Enabled Language and Culture group Delete Enabled Welcoming group Delete Enabled Communty Developmen group Delete Enabled Scope Required gt n Program Leisure Recreation Program Status Global Enabled Disabled Disabled Future Required All Outcomes EJ J SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community gt Training Calendar gt Support ADDING REMOVING VOLUNTEERS IN YOUR GROUPS On your Navigation bar click on Program Administration and then Manage Efforts Qualifiers lt C Oi i p BC x aeg Enco SMH coy L File Edit View Favorites Tools Help x ja Kj Facebook Amazon 5 YouTube C 14 Calgary Canada Gj News gt E fun Games Gj Celebeay E E mail D 8 Options gt ETOSOFTWARE LogOm HomePage MyAccount Change Sie Help Chat Welcome Nora Habaty COMHA Caigary Region Peer Options Change Program Thursday Sep 6 2012 x A FFI f 0 Do Lit Last Login 6 9 2012 Fated Altempts Since Last Logn Om PASDA Outputs
25. Canadian Mental Health Association Calgary Mental health for all Efforts To Outcomes ETO USER MANUAL Community Transitions Team Peer Options Continuing Connections and Leisure Recreation Programs Created in September 2012 TABLE OF CONTENTS Introduction 3 Navigating ETO 4 Recording a new client in Waitlist PO or Actual Program Cont Connections 5 Editing client information 9 Participant Dashboard Feature 9 View Pending Referrals feature Peer Options Program only 10 Enrolling client in your Program 13 Printing a Facesheet of your client 14 Dismissing a client from your Program 15 Matching a Volunteer to a client Continuing Connections Program only 17 Recording your individual time with a client 20 To do List 26 Editing your records Efforts 28 Reviewing your clien s efforts including their attendance in groups 30 Recording your time not related to clients 32 Recording assessments linked to a client Participant Assessments 34 Recording surveys not linked to a client 38 Adding Groups and Registering clients in your Program s groups 39 Adding Removing Groups in the Leisure Recreation Program 43 Adding Removing Volunteers in your Groups 44 Recording and editing group attendance of registered clients Peer Options and Continuing Connections 45 Recording group attendance of unregistered clients Leisure Recreation 48 Un registering clients in groups Peer Options and Continuing Connections 49 Loggin
26. G REFERRALS FEATURE PEER OPTIONS PROGRAM ONLY This feature is in the case a CMHA Staff has made a referral for a client to the Peer Options Wait list program On the Peer Options Waitlist Program Home Page click on View Pending Referrals KR tos secre etosottnareca incex O MB C X iGoogle oooi P CHHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE PA Loa Om Home Pane MyAccount Change Sie Hl Chai Welcome Nora Habaty CMMA Caigary Region PO Waitlist Program Change Program Thursday Sep 6 2012 at anes 836 bly Favor Petes E gt O MY rer a My D nes ard Reponing Dasnbe PO Waitist Program v E Search New ToDo Enter Search Term s Hse menpe Sees mee ee Edit Page Participants Participant History Record Efforts My Viork Contacts ne PO Waitlist Program Health Association mantel Se RS Me l QUOY ReDo Mental health for alt S View Pending Referrals Hind and Enroll Participant Search for a previously dismissed enroll participants referred by ogo participant and re enroll them if you are conducting ogo another program another intake appointment Entities Reports gt ETO Reports Efforts To Outcomes Quality Indicators Outputs ETO Anatytics Beta Wizards Program Administration Site Administration Enterprise Add Participant Add a paricpani View Edit Participant Update a current participants to the system by entering participant j demograph
27. Help Chat ETOSOFTWARE a Welcome Nora Habafy CMHA Calgary Repon Peer Options Change Program Thursday Sep 6 2012 Enter Search Terms i Search Termis Participants t Participant History Record Efforts Fake Carolina End Date Dismissal Reason Successiulhy ad w ag Oy o E Ga nn Contac ee Completed service no follow up gt Entities Completed service client went to other program Client withdrew from service Reports DISMISS losnar deceased gt Efforts To Outcomes gt Quality Indicators Outputs gt ETO Analytics Beta Wizards gt Program Administration gt Site Administration Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page gt Online Community gt Training Calendar Support Input the End Date select the dismissal reason and put a checkmark in Successfully completed if the client successfully completed your Program 16 These are the dismissal reasons Completed Service no follow up To be used when the client has successfully completed the Program Completed Service client went to other Program To be used when the client has successfully completed your Program and is transferring to another CMHA Program or to another Program in the community Client withdrew from Service Transfer into the Program This is only to be used by the Peer Options Waitlist Program when a
28. Options 5 Amazon B4 YouTube C 7 Calgary Canada Gj News E Fun Games H Celebny E E mail 9 ETOSOFTWARE B Loa Of HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2042 _ New l To Do List Messages My Favontes My Dashboard Reporting Dashboard Enter Search Term s a b Participants t Participant History My Dashboard ETO Reports b Efforts To Outcomes Quallty Indicators No records to display t Outputs ea Dashboard Search ly Recent Efforts ETO Analytics Bata t Wizards Dashboard Search Take Action Point of Service Partidpant s Point of Service Program oad t Program Administration No Show Without Johnathan No Show Without Independent 22 08 2012 Site Administration Notice Fake Notice Living Support Enterprise Track Professional Robert Fake Track Professional Independent 22 08 2012 Consultation with Consultation with Living Support h aliar Pitart Q SodaSolutions 2001 2012 Developed by Social Solutions inc Al nghts reserved gt Online Community Training Calendar b Support My Dashboard includes details of the work you have recenily entered into ETO Efforts Assessments Referrals It may also include My Caseload a search feature reports etc Quick Tab Navigation To Do List Messages My Favorites ETO Money Enter Search Term s in Adopt
29. Participant feature where you will need to search for the Participant Last Name Anju First Name SON Case Number Family Name SEARCH Below are all Participants matching Anju who are not currently enrolled in Service Plan Haven C Select All i F Anju Priya DOB 1 2 1979 SSN 101 92 8220 Case Number 7836 If participant records are duplicated it s not the end of the world The records can be merged by the Site Administrator with the Duplicated Participants feature After submitting the Add New Participant page you will be directed to another page based on how your ETO Administrator has customized your system using either feature EDITING CLIENT INFORMATION Feature to use View Edit Participant View Edit Participant is a program specific search you can search for both active and dismissed participants When you have done the search click on a Participant to view his demographics and make changes if necessary To View Edit Client Information Click on Go next to View Edit Participant on your Program s Home Page or Click on Participants and then View Edit Participant on your Navigation Bar View and or edit the information and then click on Submit PARTICIPANT DASHBOARD FEATURE The Participant Dashboard is a link to have quick access to your client s file To access your client s dashboard do a quick search and then click on the client s name and on the clie
30. T Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Ine All rights reserved b Online Community gt Training Calendar P Support The second section shows detailed statistics Click on the plus sign to see the details and to see the notes 31 File Edit View Favorites Tools Help Ceneda Wema Marth Asse anon ETOSOFTWARE 3 eae Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 seats ORY eos ACTS SSUES APES Referrals 0 z E pa m Total Time Spent on Referrals hh mm 00 00 gt Record Efforts Assessments 1 My Work H Contacts H Entities 4 Participant Point of Service Elements t Reports gt ETO Reports Composite Point of Service Elements none Bl di shah _ gt Efforts To Outcomes l Hours of Attendance Point of Service Elements none t Quality Indicators Participant Attendance Polnt of Service Elaments 7 i tout ry Employment Placement none gt ETO Analytics Beta i Education Placement none aiad Referrals none Program Adminanenon Pm Aan sae Site Administration ka a 7 t Enterprise SocalSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved b Online Community P Training Calendar Support RECORDING YOUR TIME NOT RELATED TO CLIENTS General Does not fit into the Participant or Entity category both General
31. Take Action list 37 Mee a Pu Baks OOUIC elie 1S gt S i _ amp zal S https secure etosoftware ca index P OBBOxX CMHA Calgary x n fix fo File Edit View Favorites Tools Help fQ _ _ SEE a Facebook v a Amazon 3 YouTube 0 13 Calgary Canadav g News v F Fun Games v E Celebrityv E mail v Options v s Eae i ETOSOFTWARE aor Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Peer Options Change Program Thursday Sep 6 2012 New To Do List Enter Search Term s Messages My Favorites My Dashboard Reporting Dashboard Participant v Peer Options Search Participants a g Participant His or Review Assessments for Fake Carolina Take New Assessment Build New Assessment gt Reports Art of Friendship Group Pre Survey ETO Reports gt Efforts To Outcomes gt Quality Indicators 09 07 2012 06 09 2012 Nora Habafy Enabled Q a bf Friendship Group Pre Survey completed on 09 07 2012 last ated 06 09 2012 by Nora Habafy r rrogram Aammstfauon Take New Assessment Build New Assessment Aggregate Report Update Update gt Site Administration enterprise Weight Report 4 m gt SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community P Training Calendar gt Support 1 Review shows a read only version o
32. Take New Assessment button S gt Die https secure etosoftware ca index P a SO xX Ox LENE Google olh soca CMHA Calgary Carsolan Mental ETOSOFTWARE gt ean Log Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Peer Options Change Program Thursday Sep 6 2012 New I S My y Favor ji j ly Da Pi Partapanti g gt Participant ECE _ Review Assessments for Fake Carolina Record Efforts Take New Assessment Build New Assessment P gt My Work Contacts Entities Reports No records to display Take New Assessment Build New Assessment Quality Indicators Outputs ETO Analytics Beta b gt Wizards Program Administration gt Site Administration Enterprise 4 m r SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar gt Support 35 e Select from the drop box of available Assessments and click Continue S 8 hittps Secure etosoftware ca index iPr aBCax BB X 8 Googles S8 Google File Edit View Favorites Tools Help Help CMHA Calgay x i Search Facebook v Caraclan Mental SOFTWARE BAe S E Welcome Nora Habafy CMHA Calgary Region Peer r Options Change Program ENIE v Peer re sear SocialSolutions 2001 2012 Developed b
33. WARE BAS Welcome Nora Habafy CMHA Calgary Region Peer Options Change Program New To Do List Enter Search Term s Group Contact Location Method Date of Contact Date of Next Contact B Duration of Group mins Peer Options Volunteers Messages My Favorites My Dashboard Reporting Dashboard Participant v Peer Options v Search Fake circle of friends group Select v amp Sep W12 Day Y Month Y Year Y 1 7 30 90 El John fake volunteer Log Off Home Page My Account Change Site Help Thursday Sep 6 2 DATT gt Participant Histon Record Efforts Brenda fake volunteer Rose fake volunteer Fi Track Attendance at Circle of Friends Group 2 Track Authorized Absences at Circle of Friends Group Members Matched Contact Value Value Fake Beth E E Fake Louisa E E Notes vY 4 ig 7 m ij gt SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community P Training Calendar gt Su Contact Location Method This field is meant to capture how or where a service was provided Date of Contact should be the date when you actually worked with the participants including those contacts that occurred in the past Note that Date of Contact cannot be recorded for the future No need to enter Date of Next Contact Time Spent on Contact is ente
34. ake outings Enabled 02 09 2012 06 09 2012 0 Members gt Participant History z stor l New A Record Efforts Manage Groups classic Self Assessment Participant Efforts Record Attendance E Multiple Participant Efforts Add Referral Multiple Participant Referrals View Edit Referrals View Pending Referrals General Assessments General Efforts e SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page P Online Community P Training Calendar gt Support Use the search bar to search for specific participants names or click Go to view a list of all available participants in your program Click Add next to the desired participant s If a participant is already a member of another group you will see their Existing Groups below their name Each participant s start date in the group appears next to his name This start date may or may not match the group start date depending on the setting on the Add New Group page and whether the date has been edited Click Edit next to the client s name in the group to change the Start Date Termination Date or Termination Reason depending and click on Save Take Action Participant Name Group Start Date Edit Remove Fake John 06 06 2012 https secure etosoftware ca index O Goog Google CMHA Calgary g File Edit View Favorites Tools Help Search s ESRUS a a Amazon 4 YouTube 13 Calgary Canadav f News v Fl
35. and record similar effort if you will enter more attendances for the same group e To prevent duplication of efforts a pop up message will appear if you submit an Attendance Point of Service for the same Participant s on the same date You will then have the option to bypass the message and submit the effort or to forego submitting the effort to avoid entering a duplicate effort TO EDIT SOME GROUP RECORDS REFER TO PAGE 47 IN THIS MANUAL UN REGISTERING CLIENTS FROM GROUPS This is for when one or multiple participants leave the group Go to Manage Groups on your Home Page or on your Navigation Bar go to Participants and then Manage Groups Click on x Members under Active Members 49 ETOSOFTWARE PA LogOm Home Page MyAccount Change Sie Heip Chat Welcome Nora Habaty CMHA Caigary Region Peer Options Change Program Thursday Sep 6 2012 See ae fer WAN Ona TOPS ir ToDoust Messages MyFavomes My Dashboard m Enter Search Term s Manage Groups Pe CUAS Show Disabled Take Action Group Name Group Status Start Date End Date Last Modified s Edit Disable 1 ake circle of fnends group Enabled 01 06 2012 06 06 2012 Hew AAA haw Hiiitahaid Eai Add New Household Beta 5 Partcipants by Date hittpsy secure etosoftware ca Modules Participants ManageGroupMembers aspx GroupID 314 Click on Remove next to each participants name Take Action Participant
36. are ca index O BOX gE igang a aaoo Googe CMHA Calgary x ae E RSS a File Edit View Favorites Tools Help a Amazon 8 YouTube 15 Calgary Canadaw g News FE Fun Games v E Celebrityy E E mail v Options v Facebook radian Mentst ETOSOFTWARE SS Fete Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Peer Options Change Program Thursday Sep 6 2012 RAPS oc Participants Participant History Select a Participant Outcome Activity Select A Participant Outcome Activity mi P Record EE Select A Participant Outcome Activity gt Contacts Composite Outcomes Activities Track Attendance at Art of Friendship G Track Aitendance at Marketa Solutions Groupi composite ne Track Attendance in Social Anxiety Solutions Group composite Outcomes Activities Track Program Transition gt Efforts To Outcomes gt Quality Indicators Outputs ETO Analytics Beta Program Administration Site Administration Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page Online Community gt Training Calendar Support This page will appear 46 File Edit View Favorites Tools Help x a ee BOX i Facebook v a Amazon 4 YouTube 15 Calgary Canadaw g News v f Fun Games v E Celebrity E E mail v Optio ETOSOFT
37. ation Arbitrary Text Site Enabled F Edit Delete Location text Exclusive Site Enabled E Edit Delete Name of Agency Arbitrary Text Site Enabled F Edit Delete Name of Community Agency Arbitrary Text Site Enabled a Edit Delete Name of Group Arbitrary Text Site Enabled Fi Edit Delete r 4 Name of Leisure Recreation group Exclusive Program Enabled e Edit Delete Name of Training Arbitrary Text Site Enabled F Edit Delete Number Attended Numeri Site Enabled Fj Edit Delete i Number of Attendees Numere Site Enabled r Edit Delete SxiaSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved H Snling Community P Training Calendar P Suppert The page below will appear Click on Add Choice to add a new group or click on Enabled to remove a group in case your Program is not offering this group anymore Click on Submit 43 ectocotwarecindea O BAGIN File Edit View Favorites Tools Help ETOSOFTWARE M Logon HomePage MyAccount Change Sile Helo Chal VWeltome Hora Habaty CMHA Calgary Repi Leisure Recreation Program Change Program Thursday Sep 6 2012 New ToDo List Messages My Favenies My Dashboard Reporting Dashboard Enter Seach Temis Pawticipant Leiswe Recreation Progam A Search l E a ETO Reports Fewtivals concerts and playu Delete Enabled Efforts To Outcomes Computers Ietarnet Safety Delete Enabled Quality indicators
38. ators Outputs ETO Analytics Beta Title Wizards Pseudonym Program AGminusiratio M Description a Choice Type Required icr Eachus 7 Ches k Delete Enabled Delete Enabled a oaae Enabled p Ald Choice Scope Required Status Global Enabled Disabled Disabled Future Required All outcomes FI site Acmintrtration Enterprise SocalSolutions 2001 2012 Developed by Social Solutions inc All rights reserved nline Community Training Calendar P Suppert RECORDING AND EDITING GROUP ATTENDANCE OF REGISTERED CLIENTS Peer Options and Continuing Connections Feature to use Multiple Participant Efforts This feature is most often used to track attendance or services provided to more than one Participant simultaneously For example workshops and group activities 45 Peer Options On your Program s Home page click on Go next to Record Multiple Efforts Continuing Connections On your Navigation Bar go to Record Efforts and then click on Multiple Participant Efforts You will be prompted to select Group Family or Participant Select the Group Family option then click Submit to be prompted to enter data for one of your Groups click on the group you are interested in 1 Fake circle of friends group When this page appears select the appropriate Point of Service and click Submit hl amp ize https secure etosoftw
39. cord is started for a participant within the selected program After this screen is submitted additional types of data such as Assessments Efforts Points of Service and Referrals can be attached to the record The Demographics seen on this screen are a combination of Standard fields that come with the software and Custom fields that were set up based on our organization s needs Custom Demographics can be edited by the ETO Administrator Standard Demographics are hard coded and cannot be modified Demographics may vary from program to program although some fields including all Standard Demographics and all Custom Demographics built with the Scope of Site will appear in all programs Data Entry Use the tab key or the mouse track pad to move from field to field Asterisks and yellow indicate which fields are required when a field is required the user will not be able to submit the record without completing the required information Do not use the back button or enter keys Understanding Demographic Fields Case Number is automatically generated after the demographic page is submitted saved Phone numbers require 10 digits Enter 10 digits move to another field and the number will auto format with parenthesis and a dash Postal Code will auto populate city and province after the page is submitted The Standard Demographics Referral Source and Funding Source are both a special type of field called Entity Cross Reference
40. der the title of the group on the Manage Groups screen Uses Scheduling Not Applicable Adding Participant Members to a Group Once you ve added a new group click on 0 Members where you can add active participants in the selected Program amp Is https secure etosoftware ca index O BOX Google 4 Google CMHA Calgary x File Edit View Favorites Tools Help x a Search A E Facebook v a Amazon YouTube 13 Calgary Canadav Ga News FE Fun Games v B Celebrity E E mail v Options v Log Off Home Page My Account Change Site Help Chat ETOSOFTWARE PA Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 New To Do List Messages My Favorites My Dashboard Reporting Dashboard Enter Search Term s Search CHO ParUucipalts oars E Dismiss Participants Show Disabled Dismiss Participants by Date i Enroll Participants C Add Reliable Contacts Take Action Group Name Group Status Start Date End Date Last Modified Active Members ae i z View Edit Reliable Contacts Edit Disable 1 Fake expressive arts outing Enabled 01 06 2012 07 06 2012 1 Members aa Add Edit Families Edit Disable 2 Fake movie outings group Enabled 01 06 2012 06 06 2012 1 Members Manage Groups Edit Disable 3 Fake music therapy group Enabled 01 06 2012 06 06 2012 1 Members 5 Participant Match dit Disable 4 F
41. dit Participant Update a current participant s oao demographics s Record Effort Track Attendance at Record Assessment Compicte a Critical inoden Leisure Recreation Groups Report Take A Survey Compete the Dismiss Participants Dismiss a parbcipants record Leisure Recreation Program Client from this program if the participant will not receive r Satisfaction Survey semices from the program r nttps secure etosoftware ca Navigation asp by Social Solutions inc All rights reserved gt Online Community P Training Calendar P Support ETOSOFTWARE xE Log Of HomePage MyAccount Change Sile Helo Chat VWekome Nora Habaty CMHA Caigary as m Leisure Recreation Program Change Program Thursday Sep 6 2012 pm m ug Sash 7 oDoL a My Favontes __ Reporting Dashboard Search PARLOU VOLS ware one trovu J kM SISA ETO Reports N 2 Continuing Connections Volunteers Non Exclusive Site Enabled Edit Delete gt Efforts To Outcomes 3 Cost of the professional development Numenc Program Groups Enabled Edit Delete Quality increas 4 Date of Discharge from Group Date Site Enabled Edit Delete oo enc Beta 5 Date Peer Match Ended Date Site Enabled r Edit Delete ry Wizards 6 Date Peer Match Started Date site Enabled Edit Delete ee en 7 Duration of Group ming Nurmerit Enterprise Enabled F Edit Delete B Leisure Recreation Program Volunteers Mon Excessive Program Enabled FI Edit Delete 9 Loc
42. dit Referrals a Participant Search for a Match Match a previously a aR participant to a dismissed Volunteer participant and re enroll them i an a 2 Devel Inc All rights mmunity raining Lu sra ca Navigationaspe Developed by Social Solutions Inc All rights reserved P Online Community P Training Calendar P Support Att Secure et This page will appear lt a ame Log Of Home Page MyAccount Change Sile Help Chat Cm te be dP Be ETOSOFTWARE Welcome Nora Habaty CMMA Caigary Region Continuing Connections Change Program Thursday Sep 6 2012 Participants E Participant History Record Efforts Seif Assessment Record Program Efforts Program s Name Continuing Connections Track Conaulting Sessions Track Pducatcnal Sertioni e Cantacts E Entities SocaSolutions 2001 2012 Developed by Social Solutions Int All rights reserved Help with this page Online Community Training Calendar P Support Select the appropriate Point of Service Element This page will appear 33 T bo aN B TETAN Amazon 5 YouTube 0 13 Calgary Canada Gy News gt E fun Games Gj Cetebeny E E mail gt D ETOSOFTWARE xE Log Off Home Page MyAccount Change Sile Help Chal Ad Thursday Sep 2012 tw Nora Habaty COMHA jary Ri Continuing Connections Change Program New ToDoList Messages MyFavomes MyDas d arad Repor
43. elp Ceneda Mea ETOSOFTWARE B e r Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 Messages My Favorites My Dashboard Reporting Dashboard gt Participant Hist Record Efforts My Work Contacts Track Movie Outings Attendance Point of Service Element gt Rallies Group Fake music therapy group Edit Group Effort Delete Group Effort 1 Fake John Group Fake music therapy group a A a gt Reports Contact Location Method Face to face offsite Value Yes Delete record ETO Reports a Date of Contact 14 6 2012 Time Spent On Contact 45 minutes Efforts To Outcomes gt Quality Indicators Group Fake expressive arts outing Edit Group Effort Delete Group Effort gt Outputs E g Contact Location Method Face to face offsite Value No Delete record gt ETO Analytics Beta Date of Contact 6 6 2012 Time Spent On Contact 120 minutes gt Wizards Group Fake movie outings group Edit Group Effort Delete Group Effort gt er aion Contact Location Method Face to face offsite Value Yes Delete record vane eon Date of Contact 6 6 2012 Time Spent On Contact 120 minutes gt Site Administration Group Fake music therapy group Edit Group Effort Delete Group Effort BASLI SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page P Onli
44. emographic information as well as his her recent activities attendances and assessments tests JA rps recane O7 D O X eaea i Tico D cvH cogo ua File Edit View Favorites Tools Help Amazon 5 YouTube 0 16 Calgary Canada Gj News gt E Fun Games D Cetebray E E mail gt amp ETOSOFTWARE Log Off HomePage MyAccount Change Sile Heip Chal Welcome Nora Habaty CMHA Caigary Region Peer Options Change Program Thursday Sep 6 2012 Date of 18 01 1955 Take Action Point of Service Point of Service Program Contatti ma Track Attendance at Leisure Recreation Track Attendance at Leisure Recreation Leisure Recreation 0A O7 2012 Single Groups Clients Groups Chents Program Track Attendance at Informational Track Attendance at Informational SLG Miner House 08 06 2012 123 45th avenue Groups Groups anes sw Track Client Hospitalizations Track Client Hospitalizations SLG Miner House 07 06 2012 View Edit Participant Calgary AB TIC IP Track Attendance at Skill evelopment Track Attendance at Skil Development SLG Miner House 07 06 2012 z ecan A m Track Attendance at Activity Groups Track Attendance at Activity Groups SLG Miner House o7 06 2012 cen E A Carolina Fake s There are no recent Assessments for this Participant F Match P Participant History Record Efforts SocialSolutions 2001 2012 Developed by Social Solulions inc All rights reserved VIEW PENDIN
45. ete Quality indicators Outputs Name of Training Arbitrary Text Site Enabled a Edit Delete ETO Analytics Beta Number Attended Numeric Site Enabled a Edit Delete Wizards Number of Attendees Numeric Site Enabled F Edit Delete Program ACMENEESRON Number of Individuals Attending Numeric Site Enabled E Gait Geiete mrar 7 Number of Participants Numeric Site Enabled al Edit Delete Number of Volunteers Numenc site Enabled liai Edit Delete 9 Onganization Community Agency Presented To Arbitrary Text Site Enabled El Edit Delete 20 Other Arbitrary Text Site Enabled al Edit Delete 2 Peer Options Volunteers Non Exclusive Site Enabled Edit Delete 22 Reason for Hospitalization Exclusive Sine Enabled Tea Edit Delete 1 Referred Te Exclusive Site Enabled a Edit Delete 34 Session Number Exclusive Site Enabled a Edit D lete 25 Staff 1 Exdusive Site Enabled FI Edit Deshete Staff 2 Exclusive Site Enabled F Edit Delete WEGA Tine Sheets Start Date Date Site Enabled B Edit Delete se Aamar 7 Enterprise SocaSolutions 2001 2012 Developed by Social Solutions Ine All rights reserved Click on Add Choice to add a new volunteer or click on Enabled if a volunteer is no longer in the Program Click on Submit ETOSOFTWARE Log Of HomePage MyAccount Change Sile Heip Chat Welcome Nora Habaty CMHA Caigary ins PE Thursday Sep 6 2012 Quality indic
46. f your assessment data This is helpful if you are unable to run Crystal Reports on your computer 2 Response Report a Crystal Report containing a print out of all assessment questions that were answered and the answers to those questions 3 Full Report a Crystal Report containing all questions choices and selected answers in the assessment including those that were not answered 4 Aggregate Report a Crystal Report for assessments that have been completed multiple times for the selected participant The report aggregates the data entered into those assessments 5 Condensed Report a Crystal Report that is abbreviated because the large header only appears on page 1 6 Update allows edits to an existing assessment 7 Delete this option is only available to Site Administrators and deletes the entire selected individual assessment RECORDING SURVEYS NOT LINKED TO A CLIENT For your Programs the Surveys are Peer Options Evaluation for Art of Friendship Circle of Friends Questionnaire Leisure Recreation Leisure Recreation Program Client Satisfaction Questionnaire Continuing Connections Continuing Connections Client Questionnaire There are two ways to access Take a Survey On your Program s Home Page Click on Go next to Take a Survey On your navigation bar Go to Record Efforts and then click on Take a Survey e Select the desired survey from the list and click Continue
47. first name This page will appear ETOSOFTWARE Log Off HomePage MyAccount Change Site Help C Welcome Nora Habafy CMHA Calgary Region Peer Options Change Program Thursday Sep 6 21 CA Ret eA Oca aaan I as PGR Ob plnkaginc FA chee New fo Do List Messages MyFavontes My Dashboard Reporting Dashboard BAe SEARCH gt Participant History e To see all Participants leave the boxes empty Record Efforts a To search for Participants by partial Last Name use the text box to the left b My Work To further define your search use the text box to the right Contacts Entities Sane nnn eae r Reports Showing all Pariticpants matching fake who are currently enrolled in Peer Options ETO Reports Efforts To Outcomes L Select All Participants gt Quality Indicators i Fake Carolina DOB 18 1 1955 Case 10259 k Oupua S Ss E TO Analytics Beta l Wizards gt Program Administration DISMISS OFERENT DATES REASON amp DISMISS SAME DATE REASON gt Site Administration b Enterprise SS SocalSolutions 2001 2012 Developed by Social Solutions ine All rights reserved Help with this page p Online Community P Training Calendar P Suy e Puta checkmark next to the client s name and click on Dismiss Different Dates Reasons This page will appear x la Cee at ber ae pi bis ih danon a iam Log Of HomePage MyAccount Change Site
48. g off 51 INTRODUCTION Welcome to ETO ETO is acase management software for social services developed and maintained by the company Social Solutions based in Baltimore United States ETO helps nonprofit organizations quickly and easily track efforts Staff and Client activities outcomes Surveys and questionnaires and the progress of clients in their efforts To access the ETO database type in the following address http cmhacalgary etosoftware ca Your Username is your CMHA e mail address or if you don t have one use your personal e mail address that you provided to CMHA Once you are given an initial password the new password that you will set up will be of your own choosing but it has to have a minimum of 6 characters and include at least one numeric character Peer Options and Leisure Recreation Program Staff have access to their own Programs as well as all the Supportive Living and Outreach Services Programs This will allow for continuity and seamlessness of services between the Programs Continuing Connections Program Staff have access to their Program as well as the Peer Options and Leisure Recreation Programs The Peer Options Program has a Waitlist Program and the vast majority of clients will first be in this Program and then enrolled in the Actual Peer Options Program when they have been accepted The Continuing Connections Program and the Leisure Recreation Program do not have a Waitlist Program The Leisure Recreati
49. graphics Gari Bea wiards Record Effort Track your and and the Record Assessment Fill oul a leisure e the wil voluneers wists with clients r COMPSENOe mease Haii Dismiss Participants Diomiss a parcipants record irom hes miami he pear wall run fete SeVices Take A Survey Complete the Conhruing CTE ere eni uesia J E F SocaSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Online Community Training Calendar P Support When this page appears do a search for the client you are interested in and click on his her name 17 ETOSOFTWARE Welcome Nora Habaty CMHA Caigary Region Continuing Connections Change Program New ToDolist Messages MyFavomtes My Dasndoard Reporting Dashboard Ener Seach Teri Search Participants Contact Match Search for Participants or Contacts in Continuing Connections by partial Last Name To see all Partidpants and Contacts leave the box empty Include Dismissed Parucipants in results Socaholutions 2001 2012 Developed by Social Solutions Ine All rights reserved This page will appear l Home Page Log OM Home Page MyAccount Change Sile Help Chal Thursday Sep 6 2012 Participants Participant History Record Eons P My Work Contacts Entities Reports ETO Reporta Quality Indicators Outputs F Online Community b Training Calendar P Support ETOSOFTWARE PA
50. hboard E Participant Arthur s Program p Quick Search Results Matches for LName 1 3 4 2003 uh Clark s Dashboard NEW Puy i Edit Recor an Sikak ag ae 1 le VIEN WF KRECOr Review Effo Ea listor 3 Go to the Navigation Bar feature find Record Efforts and click on Participant Efforts Search for the Participant and click on his her name b ii i Partici pant History 22 Participant Efforts Search for Participants in All Tools by partial Last Name SSN or Case Number Show All Participants SEARCH Include Dismissed Participants in results To see all Participants leave the box empty 1 0 Brown Charlie 2 12 1987 2 80 Butz Steve 17 1981 3 Qao Finlay Sean unknown 4 Click on Go next to Record Efforts on your Program Home Page The search page will appear Type in the last name of the client This page will appear E CMHA Calgary tana l Amazon 3 YouTube C 5 Calgary Canada Gy News E Fun Games O Celebrity E E mail D a Options w Degas ETOSOFTWARE PAS Log Off HomePage MyAccount Change Site Help Ghat Welcome Nora Habafy CMrHA Calgary Regon Continuing Connections Change Program Thursday Sep 6 2012 New ToDo List Messages My Favorites My Dashboard Dashboard Record Participant Efforts Participant s Name Fake John Select Participant Point of Service Clement Select Participant Poin
51. i D VGO Update a current oco SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community Participant History Record Efforts My Work Contacts Entities Reports ETO Reports Efforts To Outcomes Quality Indicators Outputs ETO Analytics Beta Wizards Program Administration Site Administration Enterprise gt Training Calendar gt Support Efforts can be found based on the Date of Contact often different than the date recorded or by the Participant s last name ETOSOFTWARE Log Of HomePage My Account Report rtin ing Das shboa ard Select Date for the Recorded Effort 6 Sep 2012 Search by Participant SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Participant History Change Site Help Chat Thursday Sep 6 2072 Record Efforts My Work Contacts Entities Reports ETO Reports Efforts To Outcomes Quality Indicators Outputs ETO Analytics Beta Wizards Program Administration Site Administration Enterprise Help with this page P Online Community P Training Calendar P Support Click the blue link to edit the record or the red link to delete the record note that deleted records are completely erased from ETO 29 lt 4 Ss https secure etosoftwareca ince D BOX WS G00 ge zoonje CMHA Calgary File Edit View Favorites Tools H
52. ics oao demographics Record Effort Track rece pt of Record Assessment Complete the Discharge o referral i informaton assessment 22 Dismiss Participants sess pariopant s record Add Referrals Refer a participant from thes program i the participant has been accepted to another program or agency into another program or will not receive services from the agericy ao c a https secureetosoftware ca Referrallypes asp p Social Solutions inc All rights reserved Online Community P Training Calendar P Support This page will appear Always click on A different program within my site and then Submit 10 ETOSOFTWARE A Logot Home Page MyAccount Change Sie Hei Chai Welcome Nora Habaty CMMA Caigary Region PO Waitlist Program Change Program Thursday Sep 6 2012 ToDo List Messages My Favontes My Dasndoard Reporting Dashboard Enter Search Term s ee Participant History Where did the referral s come from Record Efforts My Work A different Site within my Enterprise Contacts e A different Program within my Site gt Entities PS 5 Abed registry reservation t Reports ETO Reports Efforts To Outcomes t Quality Indicators Outputs t ETO Analytics Beta Wards t Program Administration Site Administration t Enterprise SocalSolutions 2001 2012 Developed by Social Solutions Int All rights reserved A list of clients referred f
53. ion Case Management The green tabs across the top of the screen are referred to as Quick Tabs Quick Search is the most frequently used tab Enter in a Participant s First or Last Name into the Enter Search Term s box and click the Search button Click on a name in the search results to access a list of features to work on with that Participant Custom Home Page Links File Edit View Favorites Took Help CMHA Calgary ETOSOFTWARE Welcome Nora Habafy CMHA Calgary seal ee Connections Change JEEE ist if Message aU ames fly Lie E ard Parbcipant F Cominung Gonnectens Enler Search Term s fa Canadian Mental Health Association Calgary Mental health for all Edit My Enroll Participant Search for a previously dismissed participant and re enroll them Add Participant Add a participant to the system by entering participant demographics Record Enot Track ET ee HE Oe ee 4 p Participant Match Match a participant to a Volunteer View Edit Participant Update a current participants demographics Record Assessment Ful a ee P E P Loo Of Home Fags My Account Change Site Help Chat Thursday Sep 6 2012 b Participants j Participant History Record Efforts My Work t Contacts t ETO Reports b Efforts To Outcomes b Indicators ETO Analytics Bata Wizards _ 6 t Program Administration Site Administration
54. ipants by Date Enroll Participants C ra Viewed R liabie Contacts ACV Edi Panis Contact Start Date v Sep 2012 Y Contact End Date Doy Month Years 1147 1430 90 Contact Name Add Existing Contact Participant History t Record Efforts b My Work Contacts SocabSolutions 2001 2012 Developed by Social Solutions Int All rights reserved F Online Community Training Calendar P Support Search for Contacts in by partial Last Name volunteed To see all Contacts leave the box empty When the name of the volunteer appears click on Work with contact When this page appears input the contact start date and the relationship Volunteer and then click on Add current contact 19 Gore File Edit View Favorites Tools Help etosoftwareca inde O BO Xi cMHA Calgary a bud Ei Facebook ETOSOFTWARE xj Log Of Home Page MyAccount Change Sile Help Chal Nora Habaty CMH jary Ri Continuing Connections Change Program K Sart ToDoLit Messages MyFavomes MyDasnd ara Reporting Dasnboara Enter Search Temis Participant v Continuing Connecton Associate Fake John With Existing Contacts Add Demo by Group lt Duplicated Participants Contact Start Date 6 Y Sep Wl Participant Cases Contact End Dale Oay Morth Yeare 1147 1430 90 Find Participant C Find Participant Contact Name Fake Volunteer
55. ithin the selected Point of Service e Date of Contact this is the date the service was rendered note that the date cannot be in the 23 future e Date of Next Contact this date populates the To Do List note that the day must be in the future Select a date from the calendar date picker or enter a plus sign and the number of days until the reminder 7 If you do not enter a date of next contact a reminder will pop up You will have the option to click a link to request this reminder not pop up in the future e If there is an Effort Qualifier section such as in the Point of Service Track Activities with client select the appropriate options CMHA Calgary x ee ETOSOFTWaARE BA LogOff HomePage MyAccount Change Site Help Welcome Nora Habafy CMHA Calgary Regon Continuing Connections Change Program Thursday Sep 6 3 N ay oH S To Do List j ie essages A iy Fi i mile W 7 ty Da i hboa id Re por ir g Dashboare TTT e Sas Participant Fake John ee Pertcipent ia Record Efforts Point of Service Activity Track activities with client Direct Boa Contact Location Method Select Location Method v gt Contacts J Date of Last Contact None Sales MEETS Reports Date of Contact oe o9 2012 L gt ETO Reports gt Efforts To Outcomes Date of Next Contact ey gt Quality indicator lt Outputs ore uN FD 1050 gt Wizards Provided emotional
56. lient Direct gt Entities Reports a ion M Select Location Method Contact Location Method b ETO Reports gt Efforts To Outcomes gt Quality Indicators Outputs ETO Analytics Beta Wizards Program Administration Date of Last Contact Date of Contact Date of Next Contact 11 09 2012 fa Tort SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page gt Online Community P Training Calendar gt Support The To Do List is accessed by clicking the To Do List tab at the top of the screen or on Programs Home Page 26 ETOSOFTWARE A Log Off HomePage MyAccount Change Site Help Chat Marten Seat for ot Welcome Nora Habafy CMHA CaigaWRegion Continuing Connections Change Program Thursday Sep 6 2012 Yashboard SION De m L gt Participants Partici i To Do Point of Service Element All Dates articipant History Period at bares SHOW Pont of Servce Element SeOpe 3 Record Rfotis uJ Point of Service Element Name sss s s C Cr gs Past DO i a My Work Contacts 1 Staff Meeting 1 o Entities 2 Wl Track Receipt of Signed Release and Waiver Form 1 0 F Reports z 3 tJ Track Receipt of Signed Release and Waiver Form 7 o ETO Reports 4 2 Track Receipt of Signed Consent for Release of Information Forms 1 0 Efforts To CUR Quality Indicators 5
57. lient you are interested in At the bottom of the demographic page click on Participant Face Sheet and print the Face Sheet 14 ETOSOFTWARE xi Log Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Peer Options Change Program Thursday Sep 6 201 Ti eD ak gs T 7 3 IR PNO z Alert Participants Participant History Other Identified Needs explain r Record Efforts Assigned Staff Metaney Foker v gt My Work Fscontial Shills Anxiety Management wehelacte 7 Contacts Essential Skills Problem Solving segoe Entities Reports Esse 1 Making Select i a Essential Skills Decision Making Se b ETORs Efforts To Outcomes Submit gt Quality Indicator Ouiputs ETO Analytics Baba orts Participant History Miscellaneous Wizarda Participant Efforts Participant Program History Add Rellable Contacts Review Participant Efforts Participant Face Sheet Add Referral p Participant Assessm Add In a Group Dismiss Participants P Enterprise Participant Match x ei m SocalSolutions 2001 2012 Developed by Social Solutions ine All rights reserved gt Online Community p Training Calendar P Support DISMISSING A CLIENT FROM YOUR PROGRAM Dismiss Discharge file closing Feature to use Dismiss Participant When a Participant is no longer being served by a selected program it may Dismissed from that program
58. lytics Beta Wizards i t Program Adminisiraton Site Administration Enterprise Time Spent Value L SocialSolutions 2001 2012 Developed by Social Solutions inc Al rights reserved Help with this page p Online Community gt Training Calendar P Su e Three save options o Save Effort amp Close o Save Effort amp Record Similar Effort This is to record data for the same Point of Service for the same participant o Save Effort amp View Edit Participant This is if you want to update demographic data of the 25 participant after you have entered a Point of Service gt Save Effort amp Close Save Effort amp Record Similar Effort Save Effort amp View Edit Participant If you have entered a Next Contact Date because you know when the next appointment with your client is then you can use the To Do List feature You can use the To Do List feature to directly record the effort that you had on that Next Contact Date To Do List The Date of Next Contact can be entered with a plus sign followed by the number of days 14 typing a date directly into the box using m d yyyy format or by using the date picker calendar Log Of Home Page MyAccount Change Site Hele Chat Thursday Sep 6 2072 gt Participants gt Participant History gt Record Efforts My Work Participant Fake John Contacts Point of Service Activity Track activities with c
59. n individual is dismissed from the Peer Options Waitlist Program is accepted and is moving into the Actual Program Client Moved When client left the program because is moving to another city Client Deceased Other After dismissing a client you will need to complete The Discharge Information Assessment without housing item This is a Participant Assessment Refer to the appropriate section in this Manual MATCHING A VOLUNTEER TO A CLIENT CONTINUING CONNECTIONS PROGRAM ONLY On your Program s Home Page click on Go next to Participant Match Fos https secure etosoftwareca sinde O B BOXIN CMHA Calgary TR iH ee P sabda at z File Edit View Favorites Tools Help Amazon 5 YouTube J 17 Calgary Canada Gy News gt E Fun Games Gj Cetenety E E mail E S Options ETOSOFTWARE Ew Log OW Home Page MyAccount Change Sie Help Chal Welcome Nora Habaty ClVMA Caigary Region Continuing Connections Change Program Thursday Sep 6 2012 ToDoList Messages y Favomtes Dasndoard Reporting Dashboard New Ee en Continuing Connections Health Association Mental health for all view Enroll Participant Search lor a previously Participant Match Malch a participant lo a Cismissed patopant and re awall teem 0 29 Wound cesar _ gt gt D oo Rae ee Quality Indicators E TAR pari rU View Edit Participant Updaie a cunmeni Merer co demonic PanOpant s demo
60. ne Community P Training Calendar gt Support Make the changes and click Update Effort REVIEWING YOUR CLIENT S EFFORTS INCLUDING THEIR ATTENDANCE IN GROUPS Review Participant Efforts The most popular report in ETO It contains detailed data about a selected participant within a date range including efforts referrals assessments etc The original view shows summary statistics There is the option to drill down to see more details such as case notes Review Participant Efforts in the context of ETO I run the Review Participant Efforts report to read about the efforts my colleagues recorded for participants we serve which helps me to feel in the loop On your Program s Home Page click on Review Client Efforts 30 mps eecureetonorwareca nce D BC X egoon cvH cooo fay File Edit View Favorites Tools Help Seay haces A ETOSOFTWARE ene Logon Home Paad MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 A ts HE ray gt 7 r i es PRET NAY ee Per ee ee Ae TSAO Now f Quick Search f POY kid Fai VT co f My D sshboa At Last Login 5 9 2012 Participant History i Edit Page Record Efforts My Work Contacts Entities Reports ETO Reports Efforts To Outcomes Quality Indicators Outputs E ETO Analytics Beta Wizards Program Administration Site Admini
61. nt s Dashboard through the Quick Search link the link at the top of the View Edit Participant page or from My Dashboard Once on the Participant s Dashboard click the Participant Efforts link inside the Action Links ETO Part or utilize the appropriate link Edit Add Similar New within the Recent Efforts ETO Part sings Starr iy Binge Starr s Recent Efforts a DER EEEE TE Take Action Point of Service Program Age Ee Daily attendance Program Area After Sch Race Pisp rec Galy mendante Program area afer Shaa Sailly atandan Program zer Sch Marital Status Harned reiii ehupbide tattetpedtis atiy Sy ae Program Area Afer Schoo Contact 345 Chevy Driva Edis Add Similar Sa ee a ae a ye Hoin Arini Geen e Fo i i Er d t b aa it ig a ori S OL TIL m r r pal el a l Bronx AY 10453 Gro ome coer l 283 697 7705 Home 256 997 4456 Cell i j Ringo Starr s Recent Assessments Take Action Assesemeni Program amare Farenirg Peart Program nga Adcleascect ecreductyve He apne Parent Donhpence Se Pegam area Adtam Beproducive He Lad i m oe Pr a d F a e p la i P s m ramara Faremi Lene SLAE Program Areal Adolescent Reproductive H aTa Ka enting Cont pence Se rogram Area Adolescent eproductive He 2 Perform a Quick Search within the selected program click on the Participant then click Record an Effort 21 ow ToDoList Messages My Favorites My Das
62. nt s dashboard Amazon 5 YouTube 16 Calgary Canada fj News gt E Fun Games D Celebety E E mail gt D amp Options ETOSOFTWARE PA Log ON HomePage MyAccount Change Sie Hele Chat ome Nora Habaty CMMA Caigary Region Peer Options Change Program Thursday Sep 6 2012 ToDoLlist Messages MyFavonies My Dasndoard Reporting Dashboard Fated Allompts Since Last Loge 0 Edit Page Add Demo by Group Duplicated Participants Participant Cases Find Participant C Add New Participant ViewEca Participant View Pending Referrals Find and enroll 2 ao Enroll Participants parbcipants refered by another MHA Programi Dismiss Parbeipants Dismiss Participants by Date oo Enroll Participants Add Relate Contacts Record Effort Track lime and paricpaton Record Multiple Efforts Track lime View Edit Relable Contacts in addition to activities related to the ao and attendance in ihe Arn of Friendship and Gincke an AVEdIL F mibts participant of Fnends groups Manage Groups D 0a View Edit Participant Updale a current pamicpans demographics Participant Assessment Create goup a i i e Participant History SuMGYS incident reports discharge a pa aumata ET d Sei Assesement F emmunity b Training Calendar P Support httpss secure etosoftware ca Modules Dashboard ParticipanLaspx7ActoriD C10259 ped This is a Participant Dashboard Through this dashboard you can view your client s d
63. o Enroll Participant on your Program s Home Page The search function allows you to search for Participants by Last Name First Name SSN Case Number or Family Name To see a list of all Participants available for enrollment in the selected program leave the search boxes empty and click Go Participant Results are grouped into sets of 50 Select the desired participants click Next 50 to advance to the next 50 results I aa iS https secure etosoftwareca inde B B O X i Googie File Edit View Favorites Tools Help CMHA Calgary ETOSOFTWARE lt Log Of HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMrA Calgary Region Continuing Connections Change Program Friday Sep 2012 New To Da List assages MyFavontes My Dashboard Reporting Dashboard or Search Te Search Enroll a Participant in Continuing Connections Search for Participants in CMHA Calgary Region by partial Last Name SIN or Case leave the First Name Box empty LName SIN Case fake FName gt Go_ To see all Partiapants leave the boxes empty To search for Participants by partial Last Name use the text box to the left To further define your search use the text box to the right Showing all Participants matching fake who are not currently enrolled in Continuing Connections Select All Participants Fake Alex Case 10241 Fake Beth Case 10242 Fake Bob Case
64. on Program will only enroll and not add clients because all of their clients are already or have been in a CMHA Program There are a lot of common elements among your Programs which is why only one Manual has been developed for all your Programs However the differences between your Programs are taken into consideration and are highlighted One of the main distinctions of the Leisure Recreation Program is that it does not have registered clients in their groups attendance is taken for the clients who are registered in the Leisure Recreation Program Please contact your ETO Administrator CMHA Outcomes Measurement Coordinator or Director of Client Services in the absence of the Outcomes Measurement Coordinator if you have any questions regarding ETO You can also access the Help section in the database or you can contact the ETO customer support at support socialsolutions com or at 1 866 732 3560 extension 2 Best wishes for your successful use of ETO NAVIGATING ETO There are a variety of ways to move through ETO Software 1 My Dashboard 2 Quick Tab Navigation 3 Custom Home Page Links 4 Navigation Bar It s up to you to decide which navigation method is the most comfortable based on your use of ETO The ETO Administrator may prefer a method or combination of methods and train you accordingly Follow the links below to learn more about each My Dashboard tJ CMHA Calgary File Edit View Favorites Tools Help S
65. red in minutes The user account that records a Multiple Participant Effort will be credited once for the time entered for the entire group If participant is present put a checkmark if participant is absent leave blank If it was an authorized absence put a checkmark Put a checkmark for the volunteer s that assisted in the facilitation of the group The notes field has a limitation of 7 250 characters The notes field box will grow and a scroll bar will appear to accommodate notes Click on Save a record if you have only this attendance to enter or click on Save and record similar effort if you will enter more attendances for the same group To prevent duplication of efforts a pop up message will appear if you submit an Attendance Point of Service for the same Participant s on the same date You will then have the option to bypass the message and submit the effort or to forego submitting the effort to avoid entering a duplicate effort Edit My Efforts Refer to the relevant section in this Manual regarding how to access the Edit My Efforts feature hint It is on your Program s Home Page If you have made a mistake or did not finish entering a note the Edit my Efforts feature will allow you to go back and update the effort with changes Efforts can be found based on the Date of Contact often different than the date recorded or by the Participants last name For Multiple Participant Efforts Date of Contact i
66. rom CMHA Programs to the Peer Options Wait list Program will appear Cie D terns secure etosotwareca insex D gt BB G X acoge el coo ss DCMA Calgary File Edit View Favorites Tools Help ETOSOFTWARE Log OM Home Page MyAccount Change Sile Heip Chat Welcome Nora Habaty CMHA Caigary Region PO Waitlist Program Change Program Thursday Sep 6 2012 if _ Ne ODoList Messages MyFavontes My Dasndoard Reporting Dashboard Enter Search Term s Pending PO Waitlist Program Referrals Participants Participant History Record Efforts P My Work Dat D sine Contacts P Entities t Reports t ETO Reports Referring Program Participant Family Group eo Referral SLA Horzen West Mike Fake Song Suppers MAAM WIWI Accepted Not accepted Efforts To Outcomes Quality Indicators Outputs ETO Analytics Beta Wizards a t Program Administration e Site Administration t Emerprise SocalSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Online Community Training Calendar F Suppert If you click on Accepted this page will appear and you will be able to input the date the client started in the Peer Options Wait List Program and then click Add to the Program This will automatically enroll the CMHA client from another Program to the Peer Options Waitlist Program 11 File Edit View Favorites Tools Help ETOSOFTW
67. ry Canada Gj News Fun Games Gj Celebnty E E mail gt E ETOSOFTWARE A iiai en i ich ti o ciai i Welo Thursday Sep 6 2 Participants Participant History Record Efforts gt My Work Contacts Entities Reports t ETO Reports Efforts To Outcomes b Quality Indicators Outputs b ETO Analytics Beta Wizards i t Program Adminisiraton Site Administration Enterprise SocalSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page gt Online Community gt Training Calendar gt Su e Type in your case note in the Notes box that holds up to 7 250 characters The box will expand with a scroll bar on the right to accommodate text beyond what s visible ETO doesn t have an integrated spell checker so some people prefer to write their notes in Word and then paste them Try to avoid using double quotation marks because they can affect the appearance of certain standard reports and query results Come teta ETOSOFTWARE PBS Log Of HomePage MyAccount Change Site Help Welcome Nora Habafy CMHA Calgary Regon Continuing Connections Change Program Thursday Sep 6 2 New Ta Da tie A New _ To Do List Enter Search Term s Participants Participant History Record Efforts gt My Work Contacts Entities F Reports ETO Reports Efforts To Outcomes Quality Indicators Guiputs b ETO Ana
68. s gt Entities 3 9 2012 4 9 2012 5 9 2012 6 9 2012 7 9 2012 gt Reports There is nothing due for this period gt ETO Reports ia Efforts To Outcomes Quality Indicators gt Outputs _ gt ETO Analytics Beta Wizards Program Administration gt Site Administration Enterprise SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community P Training Calendar gt Support If you have entered efforts in more than one program all reminders can be combined in one list by switching the Scope Site Enterprise Editing your records Efforts If you have made a mistake or did not finish entering a note the Edit my Efforts feature will allow you to go back and update the effort with changes On your Program s Home Page go to Edit My Efforts 28 gt ps be 4 a File Edit View Favorites Tools Help O aBex a E CMHA Calgary 2 Goemee Mema N AstocunEen Loa Off Home Page My Account ETOSOFTWARE Welcome Nora Habafy CMHA Calgary Region sananta Connections Change Program Mirar bagt Sor a5 Change Site Help Thursday Sep 6 2012 Health Association a Calgary Mental health for all 3E Enroll jj i Participant Participant Search for a Matcle Matcha sees 020 participant to a Go participant and Volunteer re enroll them Add jota pans View Edit participant to Participant i asir
69. s probably the better option Click the blue link to edit the group record or the red link that reads Delete Group Record to delete the group record There is also a red Delete record link so that each participant s individual record can be deleted in case they were included in the effort inadvertently Note that deleted records are completely erased from ETO Make any needed changes and click Update Effort 47 RECORDING GROUP ATTENDANCE OF UNREGISTERED CLIENTS Leisure Recreation Program On your Navigation Bar go to Record Efforts and then click on Multiple Participant Efforts BESOTE AET Logon HomePaod MyAccount Change Sile Help Chat Thursday Sep 6 2012 Lis sil be kep Leisure Recreation Progam v ae Last Login 6 9 2012 a a as pr Fated Allompts Since Last Loge 0 Dismiss Participants Edit Page z c M i Enroll Participants anadian Menta A oad eee Health Association Add Re able Contacts ViewEoa Relatie Contacts Calgary Edt Mv Efor Doviow Mv Efor Mental health for all er Add Edit Famites ee eee View Edit Participant Update a current participant s Participant Match reviously dismissed participant and ae ene oll them p p m demographics m gt Participant History 7 Record Efforts Record rare Pomplete a Self Assessment Critical Incident Re Take A Survey Complete the Leisure Dismiss Participants ism ss a parhcipant s recor Multiple Participan
70. sfully added to the Program Click OK to move to the next screen which is defined by the ETO Administrator on a program by program basis Duplicate Alert If you submit the new Participant s name and it matches another Participant in the Software you will get a Resolve Potential Duplicates alert It is very common for staff to be confused by this message as it is not expected A list of possible matches of existing records will appear The Duplicate Alert includes the following options Add Participant Resolve Potential Duplicates You are attempting to add a new Participant Potential matches were found based on the following data points Duplicate Check data points are selected on the Manage Demographics page First Name Priya Last Name Anju SoN NOT A DU PLICATE PLEASE ADD Ww GO BACK There are potential matches for this Participant at site level 1 Priya Anju 101 97 68270 1 2 1979 o mio i Current 1 Ifnota duplicate Click on Not a duplicate please add which will add the participant as a new record 2 If a duplicate Click on Go Back to the demographics and edit the record you are trying to add so that it will no longer match an existing record If a duplicate is already enrolled in the program the record will say Currently Enrolled in green If a duplicate is not enrolled in the program but exists in the CMHA Calgary Region site click on the enroll option this will redirect you to the Enroll
71. stration Enterprise Canadian Mental Health Association Calgary ToDo List Edit My Efforts Mental health for all ET Enroll Participant ae Search for a iriri leaps aiken is k oao dismissed ant t participant and Volunteer re enroll them SocalSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved P Online Community P Training Calendar P Support Once you have selected the client and a date range this page will appear The first section shows summary statistics https secure etosoftwareca index O A BO X iico ss CMHA Calgary File Edit View Favorites Tools Help 2 uae Merma A soe or ETOSOFTWARE me Loa Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Continuing Connections Change Program Thursday Sep 6 2012 New Quick Search Messages My Favorites My Dashboard Participant History Number of Point of Service Elements 2 Record Efforts Number of Efforts 7 My Work _ Total Time Spent hh mm 09 15 Contacts Attendance i t Entities Total Events Attended 5 Reports ETO Reports Total Events Scheduled 6 r Efforts To Outcomes i Total Time Spent hh mm If applicable 08 45 gt Quality Attendance 83 33 Outputs ry Employment Placements o ETO Analytics Beta _ Education Placements Wizards p s Attached Processes 0 Program Administration Referrals o Site Administration
72. t Efforts Rec creatio on P rogram C lient fro m th s4 aimee if the participant will not receive S 7 Satisfaction Survey Ser from the program Add Referral https secure etosoftware ca Navigation asp by Social Solutions inc All rights reserved This page will appear Click on Participant and then Submit File Edit View Favorites Tools Help BEN abate alae Log OM HomePage MyAccount Change Sie Helo Chat Thursday Sep 6 2072 CIOD CO SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved The name of all the clients currently enrolled in the Leisure Recreation Program will appear Puta checkmark for all the clients who signed up to attend the group and click on Submit at the bottom of the page This page will appear 48 CMHA Calgary Amazon amp YouTube 0 15 Calgary Canada Gj News gt E Fun Games Gj Cetebeny E E mail gt D S Options gt ETOSOFTWARE a Logon Home Page My Account Change Sie Help Cha Welcome Nora Habaty CMMA Caigary Region Leisure Recreation Program Change Program Ihursday Sep 6 2012 New ToDoList Messages MyFavontes MyDasndoard Reporting Dashboard Enter Search Terris Search R d Multiple Participant Effort Drienka oe a ecor u ye Pa JAn orts i 5 Add New Household Beta Bas nath eia ah Enroll Participants Participant From Selected Participants Dismiss Parkepants Contact
73. t of Senvece Elenent Select Participant Point of Service Element e Point of Service Flemen Point of Service Clements Track Bowing Outings Track Coffee Beverage Outings Track Community Outings Track Cultural Oubings Track Day Trips Track Expressive Arts Outings Track Games Group Track Ubrary Outings Track Meal Outings Track Movie Outings Track Music Therapy Track Social vists by Volunteers Track Special Events Outings gt Site Administration b gt Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community P Training Calendar gt Support You will be presented with a drop box Select the appropriate Point of Service Element and click the Submit button Note that if there is only one Participant Point of Service in the selected program this screen will flash by very quickly and you will be auto directed to the data entry screen Also if you clicked the Add Similar link on the Recent Efforts ETO Part the drop box will not appear and the user will be auto directed to the data entry screen for that Point of Service The Participant Effort screen will appear The top of the Participant Effort screen will include Name of selected Participant Name of selected Point of Service Contact Location Method drop box how or where was the service delivered Date of Last Contact this will be None if no efforts have been recorded with the selected Participant w
74. t response at a time ADDING GROUPS AND REGISTERING CLIENTS IN YOUR PROGRAM S GROUPS Feature to use Manage Groups A group is a defined subset of participants active in the selected program A subset of participants who receive services simultaneously Basically a roster Groups can be set up to start and end on specific dates such as seasonally occurring activities classes or to be continually active Such as support groups with participants rotating in and out of the group The Manage Groups feature allows for the creation of rosters of individual participants that meet together regularly over time This is especially true if there is an expectation for each participant to show up to an activity versus a drop in event Creating groups makes tracking attendance and other point of service elements tracked for a group much easier FOR MANAGER ONLY To add a new group follow these steps e On your Navigation Bar go to Participants and then Manage groups e Click the New button on the bottom of the Manage Groups page 39 j A https secure etosoftware ca index O BOX oogle 49 Gooal CMHA Calgary File Edit View Favorites Tools Help x a seren Facebook v a Amazon YouTube J 13 Calgary Canadaw a News v E Fun Games v E Celebrity E E mail E Optio Caracdlan Mental ETOSOFTWARE A a Log Off Home Page MyAccount Change Site Help Welcome Nora Habafy CMHA vias
75. their name to select Note that dismissed Participants can be included in the search if the check box is clicked Select the name of a Participant 34 F E nttps secureetosoftware ca index O i BO X Icoana a O Ha caa x a File Edit View Favorites Tools Help Search Ask ESRUS a a Amazon 4 YouTube 13 Calgary Canadaw a News v E Fun Games I Celebrity E E mail B Options v Coradian Mental ETOSOFTWARE PAO Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CRY Region Peer Options Change Program Thursday Sep 6 2012 E le ew ToDoList Messag gi a Myf avorites S My Dash hbe Aard l Repor ep 0 porting D Dashboard Search for Participants in Peer Options by partial Last Name SIN or Case Number Participants d Participant TECDE fake carolina Record Efforts Cl Include Dismissed Participants in results all Participants leave the box empty Entities i gt Reports gt Efforts To Outcomes Quality indicators Outputs Matches for Last Name amp First Name gt ETO Analytics Beta Wizards r gt 18 1 1955 unk now own 10259 Re Carried Program Administration Site Administration Ba gt Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community p Training Calendar gt Support To enter new assessment information click the
76. ting Dashboard Paricipant ER Corsruing Connecsons Sl Search Record Com ite Point of Service Flement Activit Participants d Participant HIMO C Seit Assessment Composite Point of Service Element Activity Name Track Professional Development Participant Efforts Program Continuing Connections g ung y Record Atendante Contact Location Method ee gelede Multiple Participant Eiiorta Date of Contact 6 7 Sep mF Ade Referral Date of Next Contact Day o Hemh Yew 1 7 30 90 Muipie Paricipant Reenals Tithe of the Professional Development ViEwE dl Referrals Cost of the professional development a View Pending Retera Geta Assess mens 1 0 Professional Development General EMorts A Last Value N A m Housing Ohetkn w Value ves S No Housing Check Out AM Time Spent on Contact y E Manage Rooms 2 0m Track Travel Time Manage All Rooms AM Last Value N A Take a Survey in ow Valoa gt oyw Om Ci a E Tine Spent on Contec 7 y b Training Calendar P Support SocaSolutions 2001 2012 Developed by Social Solutions Ine All rights reserved e Select the appropriate Contact Location Method Date of Contact Date of Next Contact if desired this will populate your To Do List for future contacts e Always click on Yes if the activity e g professional development program presentation happened and click on No if an activity e g and in particular tra
77. vel time did not happen If you select No input 0 for Time spent on Contact e The notes box has a limit of 7 250 characters e Click Save Effort amp Close to submit or Save amp Record Similar Effort to submit and record an additional effort with the same program RECORDING ASSESSMENTS LINKED TO A CLIENT Participant Assessments Assessment A data collection tool in ETO It can be used as a continuation for demographic data like in an extensive intake form or it can be used as a questionnaire that track knowledge belief attitude and or behavior that is completed more than one time and allow for comparative analysis to determine the impact of services For your Programs the Participant Assessments are Art of Friendship Pre and Post Tests Leisure Competence Measure Critical Incident Report Discharge Information Assessment without housing item Except Leisure Recreation Program Feature to use Participant Assessment This feature allows for Participant Assessments to be taken updated and reviewed Additionally individual participant reporting options are available on this page There are three ways to access participant assessment In the Program s Home Page Participant Assessment link In the client s file Participant Dashboard On your Navigation Bar Go to Participant History and then click on Participant Assessment Search for Participant by Last Name SSN or Case Number and click on
78. y Social Solutions Inc All rights reserved e Enter the assessment date at top of screen 3 2 Amazon 4 YouTube 13 Calgary Canadaw a News FE Fun Games v fE Celebrity EJ E mail v Options v Log Off Home Page MyAccount Change Site Help Chat Thursday Sep 6 2012 gt Participant History Record Efforts Contacts Entities Quality Indicators Outputs ETO Analytics Beta gt Wizards a Administration gt Site Administration Enterprise Help with this page gt Online Community P Training Calendar gt Support IS https secure etosoftware ca index O BOX ak File Edit View Favorites Tools Help CJ CMHA Calgary x Search Facebook v Caradan Mental FTWARE BAS A 49 Fenai beni fral Welcome Nora Habafy CMHA Calgary iia Peer Options Change Program Pace v Peer Options _ Enter Search Term s Art of Friendship Group Pre Survey Section A Art of Friendship Group at this point in time Keep in mind that there is no right or wrong answer A 1 I feel isolated Select v A 2 I feel lonely Select T A 3 I feel anxious in social situations Select y A 4 I know what skills are needed to make healthy friendships SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved e Complete assessment elements as desired 36

Efforts To Outcomes (ETO) USER MANUAL Community Transitions

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