Provider Methadone User Guide€¦ · BHSDSTAR Provider Methadone User Guide Version 1.1 BHSD User Guide Page 10 of 12 16. Click Referral Source drop-down and click source. 17. Click

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ProviderMethadoneUserGuideVersion1.1

BHSD User Guide Page 1 of 12

UserGuide-ProviderMethadone

Version1.1Updated3/21/17

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TableofContents1. PurposeandIntroduction....................................................................................................................32. Log-In,AccountSettings,andNotifications.........................................................................................32.1 ToLogin:.....................................................................................................................................32.2 ToeditProfileSettings:................................................................................................................42.3 ToeditPassword:........................................................................................................................42.4 TocontactSupportviaEmail:......................................................................................................52.5 ToLogout:....................................................................................................................................5

3. FindaClient.........................................................................................................................................54. EditClientContactInformation...........................................................................................................75. ViewActiveClients..............................................................................................................................76. DataUploads.......................................................................................................................................87. Reports................................................................................................................................................88. Intakes,Updates,andDischarges(MandatedData)...........................................................................98.1 AddIntake:..................................................................................................................................98.2 AddUpdate:...............................................................................................................................108.3 AddDischarge............................................................................................................................11

9. Questions...........................................................................................................................................12

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1. PurposeandIntroductionThisdocumentdescribesthebasicsofnavigatingintheBHSDSTARMethadonemoduleincludinglogin,findingclients,uploadingdata,andviewingserviceanddosagedataforclients.

2. Log-In,AccountSettings,andNotifications 2.1 ToLogin:

1. Fromthedesktopdouble-clickyourinternetbrowsertolaunch.(ForbestresultswerecommendGoogleChromebutotherbrowserscanalsobeused.)

2. Enterbhsdstar.org/inthebrowserwindowandpresstheEnterkey.

3. ClicktheProviderLoginbutton.4. ClickintheUsernamefieldandenterusername.5. PresstheTabkeyorclickinthePasswordfieldandenteruserpassword.6. ClicktheLoginbutton.

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7. TheHomescreenwilldisplaylistingTrackingItemssuchasDataUploads,ActiveClients,andReportsaswellas2graphsthatcanbeclickedtodisplayClientsbyLengthofServiceandDosage.

Tip:ThisscreencanbeviewedatanytimebyclickingProgramsintheupperrightcornerofthescreen.

Tip:Itemsrequiringactionaredisplayedwithan Iconlistingthe#ofitemsforeachTrackingItemandtheTakeActionbuttonisdisplayed.Tip:Providerswithmorethan1SitecanchangesitesbyclickingontheSitedrop-downandclickingaSite.

2.2 ToeditProfileSettings:1. ClickonyourloggedinNameintheupperrightcorner.2. ClickProfileSettings.3. Clickthefieldyouwanttoeditandenternewinformation.4. ClickSave.

2.3 ToeditPassword:1. ClickonyourloggedinNameintheupperrightcorner.2. ClickProfileSettings.3. Clickchangepassword.

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4. Enterlastpassword.5. Enteranewpassword.6. Re-enterthenewpassword.7. ClickSave.

Tip:Password must be changed every 90 days, contain at least eight characters, contain at least one number, contain at least one lower case letter, contain at least one upper case letter, and contain at least one special character.

2.4 TocontactSupportviaEmail:Tip:Neversendaclient’snameinthefreetextsectionoftheemail-refertothembytheirIDnumber.1. ClickonyourloggedinNameintheupperrightcorner.2. ClickContactSupport.

2.5 ToLogout:1. ClickonyourloggedinNameintheupperrightcorner.2. ClickLogout.

3. FindaClientRemember:AlwayssearchforanewClienttoinsuretheyarenotalreadyregisteredandreceivingservicesatanotherproviderbeforeuploadingtheirdatatotheMethadoneCentralRegistryinBHSDSTAR.FromtheHomescreen:

1. ClickClient

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2. ClickFindMethadoneClient.3. ClicktheFirstNamefieldandentername.4. ClicktheLastNamefieldandentername.5. ClicktheDateofBirthFieldandenterDOB.6. ClicktheLast4SSNfieldandenterthelast4digitsoftheSSN.7. ClickDriver’sLicenseNumberandenternumber.8. ClickFindClient.

Tip: Not all fields are required to Find a Client. You can Find by First Name only as an example.

9. PossibleClientsaredisplayedoramessagestating:Noclientfound.Pleasetryagainisdisplayed.

10. ClicktheClientIDoftheindividualfoundonthelistofpossiblematches.11. TheClientDashboardisdisplayedlistingservices.

Tip: Most recent Visit is displayed on top.

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4. EditClientContactInformation FromtheClientDashboard:

1. ClickProfileorContacttab.2. Clickanyofthefieldsandenter/edittheinformation.3. ClickSave.

TheClientDashboardisdisplayed.5. ViewActiveClients FromtheHomescreen:

1. ClickTakeActionunderListofActiveClients.2. ClientsregisteredattheProviderSitearedisplayed.

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3. ClickaClientID. 4. TheClientDashboardisdisplayed.

6. DataUploads FromtheHomescreen:

1. ClickTakeActionunderDataUploads.2. ClickFileTypedrop-downandclickfiletype.3. ClickBrowseandfindthefileonyourPC.4. ClickSubmitFile.5. Recordsaccepted/unacceptedaredisplayedbelow.

6. Ifcorrectionsarerequired,makethenecessarycorrectionstotherecordsandre-submitit.

7. ReportsFromtheHomescreen:

1. ClickReportsdrop-downandclickMethadoneProviderStatistics.

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2. Reportdetailsaredisplayed.

Tip:ToseedetailsclickontheunderlinednumberintheActiveClients,LastFileUpload,orFindOperationsColumn.

Tip:ClicktheBackbutton onthetitlebartoreturntothesummaryreport.

8. Intakes,Updates,andDischarges(MandatedData) 8.1 Add Intake: FromtheClientDashboard:

1. ClickMandatedDatatab.2. ClickAddAssessmentdrop-downandclickIntake.3. ClickDateofIntakecalendarandclickdate.4. ClickTreatmentService/Settingdrop-downandclicksetting.5. ClickSourceofincomedrop-downandclicksource.6. ClickArrestinPast30daysdrop-downandclick#ofarrests.7. ClickVeterandrop-downandclickstatus.8. ClickMaritalStatusdrop-downandclickstatus.9. ClickPregnantdrop-downandclickstatus.10. ClickLivingArrangementdrop-downandclickarrangement.11. ClickEducationdrop-downandclickstatus.12. ClickSchoolAttendanceStatusdrop-downandclickstatus.13. ClickEmploymentStatusdrop-downandclickstatus.14. ClickHealthInsurancedrop-downandclickinsurancecarrier.15. ClickLegalStatusatAdmissiondrop-downandclickstatus.

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16. ClickReferralSourcedrop-downandclicksource.17. ClickSubstanceAbuseProblemand/orMentalHealthDiagnosisdrop-downandclickstatus.18. Additionalfieldswilldisplayforentryasneeded.19. Completetheentry/selectionforthedisplayedrequiredfields.

Tip: * indicates a required field.

8.2 Add Update: FromtheClientDashboard:

1. ClickMandatedDatatab.2. ClickAddAssessmentdrop-downandclickUpdate.3. ClickDateofUpdatecalendarandclickdate.4. ClickTreatmentService/Settingdrop-downandclicksetting.5. ClickSourceofincomedrop-downandclicksource.6. ClickArrestinPast30daysdrop-downandclick#ofarrests.7. ClickVeterandrop-downandclickstatus.8. ClickMaritalStatusdrop-downandclickstatus.9. ClickPregnantdrop-downandclickstatus.10. ClickLivingArrangementdrop-downandclickarrangement.11. ClickEducationdrop-downandclickstatus.12. ClickSchoolAttendanceStatusdrop-downandclickstatus.13. ClickEmploymentStatusdrop-downandclickstatus.14. ClickHealthInsurancedrop-downandclickinsurancecarrier.15. ClickLegalStatusatAdmissiondrop-downandclickstatus.16. ClickReferralSourcedrop-downandclicksource.17. ClickSubstanceAbuseProblemand/orMentalHealthDiagnosisdrop-downandclickstatus.18. Additionalfieldswilldisplayforentryasneeded.19. Completetheentry/selectionforthedisplayedrequiredfields.

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8.3 Add Discharge FromtheClientDashboard:

1. ClickMandatedDatatab.2. ClickAddAssessmentdrop-downandclickDischarge.3. ClickDateofLastContactcalendarandclickdate.4. ClickDischargeReasondrop-downandclickreason.5. ClickDateofDischargecalendarandclickdate.6. ClickTreatmentService/Settingandclicksetting.7. ClickSourceofincomedrop-downandclicksource.8. ClickArrestinPast30daysdrop-downandclick#ofarrests.9. ClickVeterandrop-downandclickstatus.10. ClickMaritalStatusdrop-downandclickstatus.11. ClickPregnantdrop-downandclickstatus.12. ClickLivingArrangementdrop-downandclickarrangement.13. ClickEducationdrop-downandclickstatus.14. ClickSchoolAttendanceStatusdrop-downandclickstatus.15. ClickEmploymentStatusdrop-downandclickstatus.16. ClickSubstanceAbuseProblemand/orMentalHealthDiagnosisdrop-downandclickstatus.17. Additionalfieldswilldisplayforentryasneeded.18. Completetheentry/selectionforthedisplayedrequiredfields.


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9. Questions [email protected].

Documents

Provider Methadone User Guide€¦ · BHSDSTAR Provider Methadone User Guide Version 1.1 BHSD User Guide Page 10 of 12 16. Click Referral Source drop-down and click source. 17. Click