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eHana for Clubhouses Guide

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Presentation on theme: "eHana for Clubhouses Guide"— Presentation transcript:

1 eHana for Clubhouses Guide
Welcome Who I am What we’re going to do today December 13, 14, 20, 22 2017 eHana for Clubhouses Guide 2017

2 eHana for Clubhouses Guide
Goal The goal of this training is to provide the staff of Eliot Community Human Services Clubhouse programs with the knowledge and resources to use the eHana Electronic Medical Records (EMR) application at their respective sites (Elmbrook Place, Harbor Place, Renaissance Club, and Salem Connections). Ask about experience with eHana so far eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

3 eHana for Clubhouses Guide
Objectives At the end of this training, you will be able to: Log-in and navigate Find clients and client-related workflows Create a new client workflow Set up review dates with ticklers Create a Clubhouse Services Assessment and a Clubhouse Action Plan Activate the Golden Thread Create Clubhouse Service Notes Watch overview of other possible workflows Sign a Workflow Complete a Discharge/Close workflow Complete a Service Delivery (SDR) Report Note: not all of these tasks will be done by every staff role. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

4 Fundamentals—Logging In
Your username is your Eliot address. eHana LIVE and eHana Sandbox The sandbox site is the training site where you can practice and get used to the system. When you’re ready to enter real client information, make sure you’re in the live eHana site. Information entered into the sandbox site will not be saved to the client’s real-life chart, so before doing any work, double check that you’re in the correct environment. Client information can’t be transferred from the sandbox site to the live site. eHana is web-based, so you’ll need an internet connection to access it. Since Eliot is a Google shop, it is assumed that you are using Google Chrome as your internet browser. If you need help with Google, please call IT at 2060, or open a ticket. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

5 Fundamentals—Navigation
For clubhouses, the most important links here are My Workflows and PDF Exports Dashboard Calendar functions are not currently being used by Clubhouses. Welcome to eHana’s version of Grand Central Station. This is the starting portal or home page. Depending on your role, and where you work, your home portal may look different than what you see here, and you may have more, or fewer, tabs across the top. Your home portal gives you access to client records, in-progress workflows, and ticklers for documentation that’s due, or will be due soon; with links to access those workflows and documents. But the layout that you see here is the same general layout for every page you visit in eHana. There are ‘left tabs, top tabs, and tasks’ – located on the right side. The rest of the page is devoted to the information for the particular tab you have selected. Navigating throughout the website is as easy as clicking on any tab. The pointer becomes a hand when you are over a link. There is a lag; you’ll see Please Wait. Messages and alerts are generated by actions in client workflows (in eHana, a workflow is any document or form associated with a client.) eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

6 Fundamentals—Navigation
Link or Tab Functionality My Workflows Contains links to in-progress documents called workflows (more about workflows later.) My Day A searchable list of your appointments. (N/A Clubhouses) Med Dashboard Enables you to search for a client by name and open his/her medication record directly. (N/A Clubhouses) News Items Notifies you of new eHana features, upgrades, outages, or downtime. (N/A Clubhouses) My Messages Resembles a HIPAA-compliant way to send and receive client information to another employee. (N/A Clubhouses) PDF Exports Dashboard Displays the progress and provides a link to any report that you have requested in PDF form. When you retrieve the PDF, a password is generated that must be used to download the report. Clients Lists all client charts and is searchable/sortable by program/site, client name, case status, or gender. Reports Contains a list of static reports that can be run as a web page or as a PDF. The SDR Report is the preferred billing method for Clubhouses. Calendar Enables you to set up public or private appointments and invite others. (N/A Clubhouses) eHana for Clubhouses Guide

7 Fundamentals—Searching from Home
Click in the Search field. The most recent workflows will be listed under Recent Charts. Demo the use of the search field including drop-downs, typing last name and initial to go directly to client, point out New Message and New Client Talk through/Demo the issue of multiple records or records with similar names like Smith eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

8 Fundamentals—Searching from Client Tab
On the Clients tab, click the Program/Site drop-down arrow and then select a site. Talk about Case Status, and remind that the Search tab is the shortcut. Testperson, William (DOB: 01/01/1972) Click the client’s name to open his chart. To preview his chart, click the eye symbol. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

9 Fundamentals—Finding Documents
On the Summary page, click Timeline to access completed workflows. You can view a workflow by clicking the “Eye.” Depending on your role, you or another can sign the workflow manually by clicking Sign (see Signing a Workflow.) Finding Completed Workflows Think of the timeline as the filing cabinet that holds your client’s chart. The Timeline contains the all the completed workflows on a client. This includes the personal information form, CA’s, service notes, whatever. If the document is final, it’s going to be in the timeline. Even scanned-in documents are listed here. Depending on your permissions in eHana, they may not be editable. They can be signed, by the Primary Clinician and/or the client or others. (See Signing a Workflow.) If a client is enrolled in a number of programs, you will see the program tabs on their chart—make sure you are working in the correct tab. You can search for a workflow in another program if need be, and filter the timeline by program, date/time, type of document, or the attendee. Click the Eye to open the workflow. A typical Clubhouse drop-down list of workflows. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

10 Fundamentals--Workflows
Keep in mind that only one person may be working on a workflow at a time. .5 Workflows But what if the document I’m looking for isn’t finished and hasn’t been approved as a final document? Then it’s called a workflow. Workflows are kept in the My Workflows tab, which you will find on the home tab. One thing to keep in mind with workflows is that only one person can be working on a workflow at any time. The My Workflows tab keeps you organized with the four types of workflows you may encounter: Transferred, Auto-Saved, Saved, and Tracked workflows. Transferred workflows have been sent to you by someone else. This might be for review, or for you to sign. This is kind of like an inbox of workflows that have been approved by another staff member and sent to you. To pick up the workflow, click the resume button. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

11 Fundamentals--Workflows
Click Resume to open your saved workflow. EHana automatically saves your work from time to time, and these ‘Auto-Saved’ workflows are found here. Still, it’s a good idea to manually save your work as you go. When you manually save your workflow, it will be found in this section. We’ll look at an example of a workflow in just a minute, but you’ll have the option to save your workflow by clicking a button that says ‘Keep Draft.’ When you do that you save the current version of the workflow. My Tracked workflows are those workflows that you’ve approved and transferred to someone else. You can’t work on these workflows because the workflow is with that other person, but you can track the progress of those workflows here. Click on this saved workflow to open it up. This is how you go back into a workflow, and you can make changes or additions by clicking on the particular page, or what’s called a slide that you want. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

12 Fundamentals—Navigating Task Forms
Warning! Open a New Case should be used to open a new case in another program. If you open a second workflow in the current program, it results in a duplicate case that will have to be fixed by IT. eHana will warn you if you are about to do this. On the right you have links for starting new documents and tasks. Important, these are for starting workflows. If a workflow has already been started, and you click on the link again, you’ll get a duplicate document. Watch out for Open a New Case. It is used for opening a new case in another program. If you open a second case for a client in the same program, you will create a duplicate, which will have to be merged/removed by IT. So remember, final documents are in the timeline. In-progress workflows are in the My Workflows tab, and new workflows are started here. For instance, this is where you’ll go to start a new service note, attach a file that’s been scanned in, and write CA’s and IAP’s. As an example, let’s look at writing a new service note for Jim Kirk. Click on the service note link. You’d now start filling in the note, and the cool thing about using a web browser, is that many browsers have built-in spell-checking capability. This feature isn’t part of eHana; it’s part of the browser. Chrome and IE have this, so it’s available to you if you use either of those browsers. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

13 Fundamentals—Task Forms, Definitions
Link or Tab Function Allergies Record Enables staff to enter allergies (medication, food, environmental) should they be reported by the client , an Eliot clinician, or an outside clinician. The form functions the same way as the Allergies section on the PIF. Attach a Client File Allows user to upload a scanned file to the client record. May be seen at client level or not; document may be downloaded. Clubhouse Monthly Note A summary of the client’s progress per month; Goals and Objectives can be pulled in from the Clubhouse Assessment and the Action Plan. Clubhouse Service Note A form for the daily or weekly record of the client’s progress and activities. Service Notes pull in Goals and Objectives from the Activity Plan (if the Golden Thread has been activated by the correct completion of the Assessment and the Activity Plan. Collateral Contact Assessment or record of the client’s progress toward goals through another agency or program. Crisis Prevention Plan Contains a client-provided guideline as to the client’s triggers, behaviors when well and when not well, as well as suggestions and strategies for preventing episodes, and coping strategies if they do occur. Med List Not used at this time. Open a New Case Used to open a new case in a different program—for example, if a client participates in more than one program. Clubhouse Services Assessment An initial assessment of the client’s history, goals, and objectives , with subsequent assessments set up in the PIF at specific intervals (quarterly, semi-annually, annually, etc.) It is crucial for the activation of the Golden Thread to check off the correct boxes in the Services Assessment. Clubhouse Action Plan Based on the assessment, this form is a plan for how the client’s goals and objectives may be attained. Via the Golden Thread, goals and objectives can be pulled off the assessment from a drop-down menu. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

14 Fundamentals—Navigating Forms
If you decide not to finish a workflow, click Delete, rather than using a browser back arrow or Xing out of the page. These result in many auto-saved workflows that you don’t want. The Delete button discards your workflow without saving any information. If this is what you intend, then click OK on the automatic message; otherwise click ‘Cancel’ to do nothing. The Back button will take you back to the previous page of your workflow, if there is a previous page. Keep Draft saves your work as you go, without yet making it part of any official record. But, even with eHana’s auto-save feature, on longer workflows, you should be in the habit of saving your work often. Keep Draft & Exit would be like saving an to your drafts folder in Outlook so you can come back to it later. Whenever you choose Keep Draft, or Keep Draft & Exit, a version of the workflow is saved in your saved workflows. Click the Next button to go to the signoff slide. Here’s where you’ll double check the information in a summary, and then click Finish if you are satisfied with the summary. On the right you have links for starting new documents and tasks. Important, these are for starting workflows. If a workflow has already been started, and you click on the link again, you’ll get a duplicate document. So remember, final documents are in the timeline. In-progress workflows are in the My Workflows tab, and new workflows are started here. For instance, this is where you’ll go to start a new service note, attach a file that’s been scanned in, and write CA’s and IAP’s. As an example, let’s look at writing a new service note for Jim Kirk. Click on the service note link. You’d now start filling in the note, and the cool thing about using a web browser, is that many browsers have built-in spell-checking capability. This feature isn’t part of eHana; it’s part of the browser. Chrome and IE have this, so it’s available to you if you use either of those browsers. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

15 Fundamentals—Signoff pages
Every client form/assessment has a Signoff page, with a Summary at the top and a Signoff area at bottom. Click the Next button to go to the signoff slide. Here’s where you’ll double check the information, and before hitting the Finish button, look at what the status says. Here, you need to understand a couple of rules. First, by clicking Finish, you’re signing the workflow. Finish equals a signoff and it will now be placed in the client’s timeline. So navigating through a workflow is pretty straightforward. To start another workflow, you’d go back to the client’s summary page, and click a task on the right to get started. Click Finish to confirm the client’s status and place the workflow in the client’s timelines. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

16 Fundamentals—Navigating Forms and Assessments
You’ll see similar choices after signoff of any form—this happens to be the one for MSDP PIF. So navigating through a workflow is pretty straightforward. To start another workflow, you’d go back to the client’s summary page, and click a task on the right to get started. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

17 eHana for Clubhouses Guide
Creating a New Client Best practice is always to fill in as much information on a client as possible. eHana for Clubhouses Guide

18 Clubhouse Orientation Form
eHana for Clubhouses Guide

19 eHana for Clubhouses Guide
Creating a New Client When you start a PIF, you may see a shorter version of this screen. Select Clubhouse and then click Next to move on in the PIF. eHana for Clubhouses Guide

20 Creating a New Client—page 1
Required fields. The PIF – the client’s baseline record – has three (3) pages. This is the first. If the system thinks it has a match (and it looks at all the fields, not just first and last name) it will provide you with a choice. If you’re not sure, you can view the potential match. If you’re sure it’s not the same, click Next to navigate to the second page. Best practice is always to fill in as much information on a client as possible. Sample, Mary Jean (DOB: 09/20/1955 ) (Birthdate: 9/20/1955, Last 4 SSN: 1234) eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

21 Creating a New Client-Page 2
Best practice is always to fill in as much information on a client as possible. The Additional Client Information form is divided into 16 sections such as Gender, Birthdate, etc. As you scroll down the page, complete the sections as needed. Note: section(s) in pink are required to complete the form. This is the second page of the PIF. It is very long and you have to scroll down. SCROLL DOWN AND SHOW THE REST eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

22 Creating a New –Ticklers for Reviews
Ticklers serve as reminders to complete documentation that is due. The system creates an automated tickler for the initial IAP and Assessment, both of which are due thirty (30) days from the client’s admission date. A subsequent tickler to review the IAP and Assessment must be set manually in the PIF, based on the admission date. (For example, if the admission date is Dec. 18, 2017, and the review interval is annual, the workflows must be reviewed on Dec. 18, 2018. All ticklers display on the Primary Clinician’s homepage two (2) weeks before the document’s due date. Initial IAP and Assessment are due 30 days from admission date. The next review must be set up manually (review interval and due date). eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

23 Creating a New Client—Page 2 fields
Section Function Gender Drop-down provides choices. Required field. Reviews Enables you to select a due date and interval for review of the Clubhouse Assessment and IAP forms. This information triggers “Ticklers” – alerts for the primary clinician to start or complete workflows. The tickers appear on the Home page two (2) weeks before the due date. The initial Clubhouse Assessment and IAP workflows are due 30 dates from the admission date. This is also where the review cycle and due date for IAP, Assessment, and other workflows must be entered. Type Drop-down with selections: Home, Homeless, or Homeless (Shelter) Address Client’s address if applicable. Phone Numbers Drop-down specifies type of phone; client’s phone number can be entered. Legal Guardian(s) Name, address, duration, legal status, relationship, contact information. Emergency Contact Other Contacts Preferred Language Select a language (only one can be specified). Ethnicity Select a button; can decline. Race Demographic Comments Client’s relevant factors can be entered here (optional). Care Providers Name, credentials, practice, address, contact information including fax, duration, date of service. Identifiers Select MHIS # - Clubhouse from the Type drop-down, and then type the referral ID number. If there is no ID, enter some numbers (ex ) as the system will require it before you can move to the next page. The Effective Date is also required. Insurance Information Not used by Clubhouses. Legal Guardians is ONLY for legal guardians Emergency and Other are for any other type of caregiver Talk about Identifiers need number and effective date eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

24 Creating a New Client—Page 3
Best practice is always to fill in as much information on a client as possible. Like the Additional Information Page, the third page is divided into 19 sections and/or questions, with three fields marked in pink to indicate required fields. At the end, click Next. eHana for Clubhouses Guide

25 Creating a New Client—Page 3 fields
Section/Question Function Case (Required) Select a clubhouse from the Program/Site field. The Open Date = date of the referral. The Admission Date = the date of first service. Note: Within 30 days of the Admission Date, staff must complete the Clubhouse Services Assessment and the Clubhouse Action Plan. Date/Time Auto-populated from PIF. Assigned Employees Select employees to work with the client, and their duration if applicable. Teams Not currently used. Contacted By If other than self, field appears to specify relationship. Calling From Phone If yes, field appears in which to specify the phone number . Has the person received services here before? Yes/No, with no follow-up fields. Referral Source What has caused the person to seek services at this time? Field with space to answer. Allergies Reported Yes/No required: if yes, the Allergies Record form appears in which to add the reported allergies. Dangerous Situation Yes/No required. No follow-up fields. Special Needs Select Yes/No to record the type of accommodation needed. Determinations Yes/No: accepted for service, or referred elsewhere. If client is referred elsewhere, a field appears in which to record where. eHana for Clubhouses Guide

26 Clubhouse Services Assessment
Important! The Assessment Areas must be checked off and populated to activate the Golden Thread. When the Assessment is populated and saved, its information can be pulled into other client forms, most significantly the Clubhouse Action Plan. eHana for Clubhouses Guide

27 eHana for Clubhouses Guide
Clubhouse Action Plan Important! The Goals and Objectives must be populated to enable the Golden Thread. When the Clubhouse Action Plan is populated and saved, its information can be pulled into other client forms such as service notes. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

28 eHana for Clubhouses Guide
Golden Thread To activate the Golden Thread, the user must select certain fields within the Service Note. For example: Need to click this "Goals and objectives" to select the Clubhouse Action Plan. Once selected, the form will load the "Clubhouse Action Plan" section, which the user then comments on below. Show the concept Golden Thread slides, then proceed through slides 27 and 28. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017 3. This does not happen automatically, the user is instructed to do it.  If they do not do it they can still save the form.  The same principle applies to the Assessment and the AP too.

29 eHana for Clubhouses Guide
Golden Thread The Golden Thread in action. The Goals, Objectives, and the Action Plan are pulled automatically from the IAP. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

30 eHana for Clubhouses Guide
New Client—Ticklers eHana for Clubhouses Guide

31 eHana for Clubhouses Guide
New Client—Ticklers eHana for Clubhouses Guide

32 eHana for Clubhouses Guide
New Client—Ticklers eHana for Clubhouses Guide

33 Clubhouse Service Note
The Golden Thread can also be used in the Service Note by selecting the Action Plan from the drop-down menu. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

34 Clubhouse Monthly Note
eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

35 Crisis Prevention Plan
Explain fields. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

36 Service Delivery Report (SDR)
Click the Month drop- down arrow to select the month for which you are billing. Click on your sites’ box. Click the Program drop-down arrow to select a program. Ignore Case Dates and Insurance Type. Click on all Service Types’ boxes. eHana for Clubhouses Guide

37 SDR eHana for Clubhouses Guide Click the MHIS # - Clubhouse checkbox.
Leave button answer as “No.” Click the MHIS # - Clubhouse checkbox. Click Run Report. Your chosen output will appear. Use the Output drop-down arrow to select the format of the report: MS Excel or onscreen. Either output is fine. eHana for Clubhouses Guide

38 eHana for Clubhouses Guide

39 eHana for Clubhouses Guide
Clubhouse Service Codes June 4th, 2013 Appended to eHana for Clubhouses Guide 1/11/2018 For each day a Clubhouse Unit of Service was provided to a DMH Active Member, one of the following five Service Codes must be entered on the DMH Active member’s SDR by the Contractor: Service Code "A": Action Plan Development: The DMH Active Member participated in the development of his/her Action Plan, or participated in activities to address his/her critical need. This Service Code is to be used only during the 30 days following the Active Member’s Enrollment Date. Service Code “S”: Onsite: The DMH Active Member participated in activities at the Clubhouse physical location (on-site) related to specific objectives in the DMH Active Member’s Action Plan Service Code “O”: Offsite: The DMH Active Member received a one-on-one intervention off-site from a Clubhouse staff member related to the DMH Active Member’s Action Plan. Service Code “B”: Onsite and Offsite: The DMH Active Member both participated in activities at the Clubhouse physical location and received a one-on-one intervention off-site from a Clubhouse staff member. Both the on site activities and off-site intervention must have been specifically related to objectives in the DMH Active Member’s Action Plan. Service Code “T”: Telephonic: The DMH Active Member received a one-on-one telephonic intervention from a Clubhouse staff member and no other service was provided on this day. The telephonic intervention must have been related to direct support for Employment Services, Education Services and Housing Supports as outlined in the Member’s Action Plan. Telephone call interventions cannot be the only intervention identified to meet the DMH Active Member’s goal on the Action Plan to be billed.  interventions are only billable if used as an accommodation for a DMH Active Member who is deaf or hard of hearing and the other requirements for a telephonic intervention are met. Regular mail, text messages, and (for hearing individuals) are not billable interventions. eHana for Clubhouses Guide

40 Clubhouse Forms—Allergies Record
Severity and Reaction fields are not required to enter an allergy, but are helpful to know whenever possible. On the Signoff summary, click Finish. The saved workflow is then placed in the client’s Timeline. When finished, click Next, and then Finish on the Signoff form. The saved workflow is then placed in the client’s Timeline. When entering allergies, select the allergy type first. Click to open a second form to add another allergy. If you can’t find an allergy in the drop-down list, you can type it manually. Note: there are no environmental allergies in the drop-down list; you’ll have to enter those. When finished, click Next to open the Signoff page. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

41 eHana for Clubhouses Guide
Open a New Case Open a New Case is used when a client needs to be seen by another program at Eliot. It is important to select a different program from Clubhouse to avoid creating a duplicate workflow (which then has to be removed by IT). eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

42 eHana for Clubhouses Guide
Open a New Case Once you open a new case in another program, follow the process of creating a client. Many fields will be auto-populated as the client is already in the system: you are creating a workflow in another program. Point out that a new tab is added—Make sure you go back to Clubhouse. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

43 Attaching a Scanned Client File
Any document that needs to be attached to the client timeline can be scanned and saved to a desktop or network drive. All scanned documents will be saved as “Client File” in the client’s timeline. Click “Attach a Client File” under the Client Tasks list on the right of the screen. Based on the staff’s roles/permissions; an Edit button may be available if a document is mislabeled and/or IT may need to be contacted to update/edit as needed. In the event that a document is scanned into the wrong client’s record, IT must be contacted to delete. eHana for Clubhouses Guide

44 Emergency Fact Sheet (EFS) Addendum
Here is what I had for CBFS - I believe folks will have access to CBFS if they are in there otherwise will need to do their own. ·         The EFS pulls information from the following places. If information is not completed in these forms, this will not be updated/show up on the EFS: o   The PIF o   The Client Summary o   The EFS Addendum ·         You will not see an option to print the EFS unless an EFS Addendum has been created. ·         To begin a new EFS click the Emergency Fact Sheet Addendum under the Client Tasks list at the right of the screen. ·         Complete information in each section. ·         When completing the EFS Addendum make sure to check if there is a legal guardian. This doesn’t automatically mark yes/no based on the presence of guardian information on the PIF. Otherwise, the EFS will print conflicting information. ·         Click “Finish”. ·         To view and print an EFS select Print Emergency Fact Sheet under the Printing Tasks list to the right of the screen. ·         This will download a printable copy with combined information from all necessary areas. Print as needed. The date the document was downloaded will appear at the top of the EFS. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

45 eHana for Clubhouses Guide
Signing a Workflow Only designated roles will be able to sign a workflow. More than one person can sign, and by clicking the gray arrow next to signer, you can add the name of a new signer (for example, the client or the client’s legal guardian). Open the client’s PIF, scroll to bottom, and then click Edit. Scroll to the Signatures section, and then click Sign. (You can use a mouse to sign, or if you have a touch-screen, your finger or a stylus.) When you are finished, click Save. If you want to sign again, click Cancel. If you wish to add another signature, after saving the first signature, click Sign and repeat the steps. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

46 Discharging/Closing a Client
This procedure is only if you have privilege or you are the Primary Clinician Open the client’s MSDP PIF form. Scroll to the bottom of page, and click Edit. Use the Calendar icon or type a Discharge Date and a Close Date. Click Save. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

47 Discharging/Closing a Client
Toggle show/hide for closed cases eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

48 Discharging/Closing a Client
You can still see the client record under Closed Clients. Select Program/Site and Case Status. eHana for Clubhouses Guide eHana for Clubhouses Guide 2017

49 Thank you for attending this training!
Review Topics covered today: Log-in and navigate Find clients and client-related workflows Create a new client workflow Set up review dates with ticklers Create a Clubhouse Services Assessment and a Clubhouse Action Plan Activate the Golden Thread Create Clubhouse Service Notes Watch overview of other possible workflows Sign a Workflow Complete a Discharge/Close workflow Complete a Service Delivery (SDR) Report Thank you for attending this training! eHana for Clubhouses Guide

50 If you need help, call or email the IT Help Desk: 781-734-2060
Resources If you need help, call or the IT Help Desk: I’m also happy to answer questions: Andrea Squires or eHana for Clubhouses Guide


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