1. Christopher Newport University

2.  Logging In  User Interface Navigation Bar Appointment Cells Adding Appointments ○ Individual Appointments Appointment Icons ○ Group Appointments ○ Recurring Appointments ○ Place Holders  Finding Appointments  Changing Schedule Views  Adding Clients  Task Lists  Client Notes  Locked Client Notes  Taking Attendance  Data Forms  Workflow Scenarios  Questions 2

3.  Click on the Titanium Icon on your desktop to open the program  Log in with the username and password given to you by Sherri (contact Sherri if you need assistance). 3

4. 4 Displays whose schedule(s) you are viewing and at what date(s) Changes the Date(s) Displayed Home: Returns to your default home schedule page Go To: Displays the calendar for a specific date Find: Locates the client’s next scheduled appointment Find Open: Locates the client’s next available time slot Drop Down List: Allows you to Change the User/Schedule Group Currently Displayed

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6.  Right-click on a cell at the appropriate time and click on “Add” and then click on “Individual Appointment” 6

7.  In the window that appears type in the student’s ID number, last name, or first name and click the Find button. 7

8.  Double-click on the student’s name and fill in the appropriate information on the next page if needed  Click “Save” and then “Exit” when all necessary information has been provided 8

9.  The appointment now shows up on the SSIS calendar.  Icons represent visual information about the appointment. The first icon from the left indicates the type of appointment scheduled The second icon from the left indicates if a comment is associated with the appointment The third icon indicates the attendance status 9 Type of Appointment Comment? Attendance

10.  Right-click on a cell at the appropriate time and click on “Add” and then “Group/Couple Appointment…” 10

11.  These appointments are a series of appointments that repeat at set intervals.  Right-click on a cell at the appropriate time and click on “Add” and then click on “Recurring Group/Couple Appointment Definition…” 11

12.  In the box that appears, fill in the appropriate information in the “Appointment Information” tab.  Next, click on the “Scheduling” tab to add other counselors’ schedules to the appointments. 12

13.  Click the “Add/Select” button to add other counselors’ Titanium calendars to the recurring appointment. 13

14.  Select the schedules you would like to have the appointment added and click “Ok”, “Save”, and “Exit” 14

15.  Placeholders reserve a block of time for walk-in appointments or emergency appointments.  Right-click on a cell at the appropriate time and click on “Add” and then click on “Placeholder for an Individual Appointment…” 15

16.  Fill in the appropriate information, then click “Save” and “Exit”. 16

17.  The placeholder now shows up on the appropriate schedule in a background color. 17  You can schedule an appointment overtop of a placeholder if you should need to make one during that time period.  To do this, schedule the appointment as usual, and it will show up overtop of the placeholder.

18.  Click the “Find” button on the Navigation Bar 18  In the window that opens, enter the individual’s information you wish to find appointment information and click “Find”.

19.  Double click on the appropriate individual. 19  On the following screen, you will see all of the appointments the individual has been associated.

20.  If you select a particular appointment, it will take you to the appointment on the schedule. 20

21. 21  The navigation bar is the main tool to change the schedule view. Go Right One Page Go Right One Column Go Left One Column Go Left One Page Go Left to the First Page Go Right to the First Page Increase the Number of Columns Shown Per Page Decrease the Number of Columns Shown Per Page Changes the Date(s) Displayed

22.  Click on “Open” in the Navigation Bar, then “Clients” 22  Type in the Client’s information to make sure he/she is not already in Titanium Schedule  If no record exists, click “Add Client”

23.  Add all of the appropriate information as needed. Some of the information may come into the office later with forms. 23

24.  Three categories of outstanding tasks Attendance ○ Missing attendance Additional Information Client Note ○ No Note ○ Signature required 24

25.  To open your task list, click on “Open” and “Task List” 25  The Task list will appear in a new window

26.  Three types of client notes: Progress Notes: most common confidential notes ○ Examples: Intake notes, Session notes, Termination notes, Referrals, Phone Contacts Process/Psychotherapy Notes: rarely used confidential notes for the therapist themselves or another therapist ○ Will not print with a client’s case file General-Use Notes: less confidential and are frequently used by front desk staff to enter information ○ Examples: demographics, presenting problems list 26

27.  Access to clients notes will depend on the user’s security level 27

28.  Ask josh about signature lines 28

29.  To enter client notes for an individual appointment, go to “Open”, then “Task List”  The Task List will show you the clients without a client note.  Select the file missing the client note by double- clicking 29

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31.  Under the narrative tab, select the type of note you wish to enter.  If there is a template associated with your selected type of note, it will automatically appear.  Enter the appropriate information in the note field 31

32.  If data forms are associated with the client’s information, then a number will appear beside the data form button.  Click on the “Data Forms (1)” button to view and/or complete.  If you need to add an attachment to a client note, click on the “Attach” button and select the file you wish to attach. 32

33.  When you are finished adding all of the appropriate information, sign the client note in your designated signature number.  If you are signing in the 1 or 2 slot, then you will need to forward the note to your supervisor for the final (3) signature. 33

34.  To enter client notes for a General-Use Note, open the clients record by selecting “Open” and “Clients”  Enter to client’s information in the next window to find the client’s file.  Click “Client File” on the menu bar and then click “New Note” on the next screen  Click “Yes” on the information message 34

35.  Select the note type as General-Use and enter the appropriate information as shown in previous slides. 35

36.  To change information in a locked client note: Open a locked client note and click the “Addendum” button Enter the information in the Addendum field Sign the client note in the appropriate numbered field Click “Save” and “Exit” 36

37.  Attendance Icons 37

38.  Individual Appointments  On the Schedule Viewer screen, left-click on the attendance icon and select the appropriate attendance description 38

39.  Group Appointments  Open the group appointment by double-clicking on the appointment located on the Schedule viewer or from the task list  Click the Scheduling tab and “Edit” to make changes 39

40.  Always associated with a Note  Click on “Open”, “Clients” or “My Clients”  Next, click “Client File” on the menu bar  On the Client File screen, click the drop down arrow beside the “Filter” list and select “Data Forms” 40

41.  Double-click on the desired data form to view it. 41

42.  A student comes into the office, requesting assistance…  A student calls the office, requesting assistance  Go through I Pad data forms, appointment process, post appointment practice 42

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