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BHSDSTAR Vendor CareLink User GuideVersion 1.3

User Guide-Vendor CareLinkVersion 1.3

Updated 02/09/18

BHSD User Guide of 46


Table of Contents

1. Purpose and Introduction...................................................................................................................41.1 General Information....................................................................................................................4

2. Log In and Account Settings................................................................................................................42.1 To Log in:.....................................................................................................................................42.2 To edit Profile Settings:...............................................................................................................52.3 To edit Password:........................................................................................................................62.4 To contact Support via Email:......................................................................................................72.5 To Logout:................................................................................................................................... 7

3. Client Registration...............................................................................................................................74. Client Find......................................................................................................................................... 115. Client Contact Information................................................................................................................126. Client Mandated Data.......................................................................................................................12

6.1 Add Update:..............................................................................................................................126.2 Add Discharge........................................................................................................................... 13

7. Client Project Participation............................................................................................................... 147.1 To add a client to a Project:...................................................................................................... 147.2 To remove a client from a Project:............................................................................................14

8. Client Notes.......................................................................................................................................158.1 To add a Note:...........................................................................................................................15

9. CNA – Questionnaires & Surveys......................................................................................................159.1 Background............................................................................................................................... 169.2 Height & Weight........................................................................................................................169.3 Exam Dates................................................................................................................................179.4 Care Team................................................................................................................................. 179.5 Demographics........................................................................................................................... 189.6 General Health.......................................................................................................................... 189.7 Diagnosis................................................................................................................................... 199.8 Disaster Plan..............................................................................................................................199.9 Member Goals...........................................................................................................................209.10 Home Life.................................................................................................................................. 209.11 Current Providers......................................................................................................................219.12 Resources..................................................................................................................................219.13 Service Plan...............................................................................................................................229.14 Birth History.............................................................................................................................. 239.15 Health Behaviors.......................................................................................................................249.16 Caregiver................................................................................................................................... 259.17 ADL / IADL................................................................................................................................. 269.18 Sleep..........................................................................................................................................279.19 Employment..............................................................................................................................279.20 Development.............................................................................................................................27



9.21 D.M.E.........................................................................................................................................289.22 Legal.......................................................................................................................................... 299.23 Safety/Injuries...........................................................................................................................309.24 Client Concerns......................................................................................................................... 309.25 Allergies.....................................................................................................................................319.26 Health History........................................................................................................................... 329.27 E.R. Visits...................................................................................................................................349.28 Surgeries................................................................................................................................... 349.29 Substance Abuse Treatments....................................................................................................359.30 Sexual Activity...........................................................................................................................359.31 Immunizations...........................................................................................................................359.32 Hospitalizations.........................................................................................................................379.33 Health Concerns........................................................................................................................379.34 Care Plan Consent.....................................................................................................................389.35 View Care Plan.......................................................................................................................... 389.36 View CNA...................................................................................................................................399.37 Submit a new Clinical Screen Survey / view completed Clinical Screen Survey(s).....................409.38 Submit a new C-SSRS Survey / view completed C-SSRS Survey(s).............................................409.39 Submit a new Anxiety Survey / view completed Anxiety Survey(s)...........................................409.40 Submit a new Depression Survey / view completed Depression Survey(s)...............................419.41 Submit a new Audit-10 Survey / view completed Audit-10 Survey(s).......................................419.42 Submit a new PC-PTSD Survey / view completed Audit-10 Survey(s).......................................42

10. Tasks............................................................................................................................................. 4211. Flags.............................................................................................................................................. 4312. Services.........................................................................................................................................44

12.1 To add a Service:.......................................................................................................................4412.2 To delete a Services:................................................................................................................. 4512.3 To View Service Graph:.............................................................................................................45

13. Project Tracking Items.................................................................................................................. 4613.1 Data Uploads:............................................................................................................................4613.2 Reports......................................................................................................................................4613.3 Correct Failed Xerox Uploads....................................................................................................4613.4 Opt Status Updates...................................................................................................................46

14. Questions......................................................................................................................................46



1. Purpose and Introduction

This document describes the basics of navigating in the BHSDSTAR CareLink application.

1.1 General Information

1. You must have your own unique email address to have an account.2. All activity done using an account is tracked and recorded in BHSDSTAR. Do not share your account

information.3. It is important to know your organizations primary and/or secondary account manager for BHSDSTAR.

They will be able to answer most questions for you about how they want you to use the application.4. Online videos, super-quick guides and comprehensive user guides are available on bhsdstar.org. For

question that can’t be answered by the online resources or your primary/secondary contact, or any issues you may encounter in BHSDSTAR, please email [email protected] to create a support ticket.

5. Any identifying client information sent through email is a HIPAA violation. Use only the BHSDSTAR Client ID when needing to reference a specific client.

6. The Tracking module for any given program provides quick links and information about important items specific to the program. This is located on the landing page for the program.

2. Log In and Account Settings

2.1 To Log in:

1. From the desktop double-click your internet browser to launch. (For best results we recommend Goggle Chrome but other browsers can also be used.)

2. Enter bhsdstar.org/ in the browser window and press the Enter key.

3. Click the Login button.

4. Click in the Username field and enter user name.5. Press the Tab key or click in the Password field and enter user password.6. Click the Login button.


https://bhsdstar.org/


7. The Home screen will display listing Programs on the Left Navigation when selected their Tracking Icons and Graphs.

Tip: This screen can be viewed at any time by clicking Programs in the upper right corner of the screen or by clicking the program on the left navigation.

Tip: Items requiring action are displayed with an Icon listing the # of items for each Tracking Item and the Take Action button is displayed.

2.2 To edit Profile Settings:

1. Click on your logged in Name in the upper right corner.2. Click Update Profile.3. Click the field you want to edit and enter new information.4. Click Save.



2.3 To edit Password:

1. Click on your logged in Name in the upper right corner.2. Click Change Password.3. Enter current password.4. Enter a new password.5. Re-enter the new password.6. Click Update.

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 To contact Support via Email:

Tip: Never send a client’s name in the free text section of the email-refer to them by the last 5 digits of their BHSDSTAR Client ID.

1. Click on your logged in Name in the upper right corner.2. Click Contact Support.

2.5 To Logout:

1. Click on your logged in Name in the upper right corner.2. Click Logout.

3. Client Registration

From the Home screen:

1. Click Client, Register.2. Click the First Name field and enter name.3. Click the Last Name field and enter name.4. Click the Date of Birth Field and enter DOB.5. Click Search.6. The system displays possible matches or the registration screen if no matches are found. (Click None if

These if the client is not listed)

Tip: Registration is used to identify existing records in BHSDSTAR first to avoid duplication of individuals in the system. One individual can be participating in other programs with other providers or have done so in the past.



7. Click the Middle Initial field and enter middle initial.8. Click the Suffix drop-down and click suffix.9. Click the SSN field and enter SSN or click the No SSN checkbox to select. 10. Click the Medical Record Number field and enter MRN.11. Click the Medicaid Recipient checkbox to select.12. Click the Medicaid ID field and enter ID.13. Click the MCO drop-down and click MCO.14. Click the CCL drop-down and click CCL.15. Click the Gender field and click gender. 16. Click the Sexual Preference drop-down and click preference.17. Click the Ethnicity drop-down and click Ethnicity.18. Click the Race drop-down and click Race.19. Click the Active Military drop-down and click status.20. Click the Language drop-down and click language.21. Click the Other Language field and enter other language.22. Click the Tribal Affiliation drop-down and click affiliation.23. Click Save and Continue.



24. Click the Address 1 field and enter address or click the Homeless checkbox to select. 25. Click the Address 2 field and enter address.26. Click the City field and enter city. 27. Click the State drop-down and click state.28. Click the Zip Code field and enter zip code. 29. Click the Phone field and enter number or click the No Phone checkbox to select. 30. Click the Message drop-down and click Yes or No. 31. Click the Other Phone field and enter number.32. Click the Message drop-down and click Yes or No.33. Click Save and Continue.

34. Click the Name field under Parent 1 and enter a name35. Click the Phone Number field under Parent 1 and enter a phone number36. Click the Relation to Client drop-down under Parent 1 and select a relationship status37. Click the text box under Parent 1 and describe the relationship if ‘Other’ is selected in step #3638. Click the Name field under Parent 2 and enter a name39. Click the Phone Number field under Parent 2 and enter a phone number40. Click the Relation to Client drop-down under Parent 2 and select a relationship status41. Click the text box under Parent 2 and describe the relationship if ‘Other’ is selected in step #3642. Click the Name field under Legal Representative/Guardian and enter a name43. Click the Phone Number field under Legal Representative/Guardian and enter a phone number44. Click the Relation to Client drop-down under Legal Representative/Guardian and select a relationship

status45. Click the text box under Legal Representative/Guardian and describe the relationship if ‘Other’ is

selected in step #3646. Click the Name field under Emergency Contact and enter a name47. Click the Phone Number field under Emergency Contact and enter a phone number48. Click the Relation to Client drop-down under Emergency Contact and select a relationship status49. Click the text box under Emergency Contact and describe the relationship if ‘Other’ is selected in step

#3650. Click the Name field under Non-medical person and enter a name51. Click the Phone Number field under Non-medical person and enter a phone number



52. Click the Relation to Client drop-down under Non-medical person and select a relationship status53. Click the text box under Non-medical person and describe the relationship if ‘Other’ is selected in step

#3654. Click the Name field under Other and enter a name55. Click the Phone Number field under Other and enter a phone number56. Click the Relation to Client drop-down under Other and select a relationship status57. Click the text box under Other and describe the relationship if ‘Other’ is selected in step #3658. Click Save and Continue.

59. Click Date of Initial Registration calendar and click date.60. Click Treatment Service/Setting drop-down and click setting.61. Click Source of income drop-down and click source.62. Click Arrest in Past 30 days drop-down and click # of arrests.63. Click Veteran drop-down and click status.64. Click Marital Status drop-down and click status.65. Click Pregnant drop-down and click status. (Appears for Female clients)66. Click Living Arrangement drop-down and click arrangement.67. Click Education drop-down and click status.68. Click School Attendance Status drop-down and click status.69. Click Employment Status drop-down and click status.70. Click Health Insurance drop-down and click insurance carrier.71. Click Legal Status at Admission drop-down and click status.72. Click Referral Source drop-down and click source.73. Click SMI drop-down and click status.74. Click SED drop-down and click status.75. Click Codependent drop-down and click status.76. Click Substance Abuse Problem and/or Mental Health Diagnosis drop-down and click status.77. Additional fields will display for entry as needed.78. Complete the entry/selection for the displayed required fields.



79. Click Finish.80. The Client Dashboard/Projects Tab is displayed.

4. Client Find

Tip: Find is used to find clients registered at your provider only.


1. Click Client, Find Client.2. Click the First Name field and enter name.3. Click the Last Name field and enter name.4. Click the Date of Birth Field and enter DOB.5. Click the Individual ID field and enter ID.6. Click the Last 4 SSN field and enter the last 4 digits of the SSN.7. Click Medical Record Number and enter number.8. Click the Medicaid ID field and enter number.

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

9. Click Find Client.10. Click the Client ID of the individual found on the list of possible matches.

11. The Client Dashboard is displayed.



5. Client Contact Information

From the Client Dashboard:

1. Click Profile or Contact tab.2. Click any of the fields and enter/edit the information.3. Click Save.

4. The Client Dashboard is displayed.

6. Client Mandated Data

6.1 Add Update:


1. Click Mandated Data tab.2. Click Add Assessment drop-down and click Update.3. Click Date of Update calendar and click date.4. Click Treatment Service/Setting drop-down and click setting.5. Click Source of income drop-down and click source.6. Click Arrest in Past 30 days drop-down and click # of arrests.7. Click Veteran drop-down and click status.8. Click Marital Status drop-down and click status.



9. Click Pregnant drop-down and click status.10. Click Living Arrangement drop-down and click arrangement.11. Click Education drop-down and click status.12. Click School Attendance Status drop-down and click status.13. Click Employment Status drop-down and click status.14. Click Health Insurance drop-down and click insurance carrier.15. Click Legal Status at Admission drop-down and click status.16. Click Referral Source drop-down and click source.17. Click Substance Abuse Problem and/or Mental Health Diagnosis drop-down and click status.18. Additional fields will display for entry as needed.19. Complete the entry/selection for the displayed required fields.

6.2 Add Discharge


1. Click Mandated Data tab.2. Click Add Assessment drop-down and click Discharge.3. Click Date of Last Contact calendar and click date.4. Click Discharge Reason drop-down and click reason.5. Click Date of Discharge calendar and click date.6. Click Treatment Service/Setting and click setting.7. Click Source of income drop-down and click source.8. Click Arrest in Past 30 days drop-down and click # of arrests.9. Click Veteran drop-down and click status.10. Click Marital Status drop-down and click status.11. Click Pregnant drop-down and click status.12. Click Living Arrangement drop-down and click arrangement.13. Click Education drop-down and click status.14. Click School Attendance Status drop-down and click status.



15. Click Employment Status drop-down and click status.16. Click Substance Abuse Problem and/or Mental Health Diagnosis drop-down and click status.17. Additional fields will display for entry as needed.18. Complete the entry/selection for the displayed required fields.

7. Client Project Participation

7.1 To add a client to a Project:


1. Click Projects tab. Projects the Provider participates in and the client is eligible for are displayed.2. Click Activate for a project to add the client to that project. Any project specific required fields are

displayed for entry.3. Enter the required fields and click Apply Status.

7.2 To remove a client from a Project:


1. Click Projects tab. Projects the Provider participates in and the client is eligible for are displayed. 2. Click Status for the project. (Some projects will not have this button to remove clients as designed)3. Click action Date calendar and click date.4. Click Action Type field and click type. Additional required fields will be displayed.5. Enter the required fields and click Apply Status.



8. Client Notes


1. Click Notes tab.2. Current Notes for the client will display.

Tip: As notes are added the (0) on the tab will update.

8.1 To add a Note:

1. Click the Notes section and enter notes.2. Click the Date calendar and click date.3. Click Add Note.4. The newly added note is displayed in the Current Notes table with date, text, and entered by.

9. CNA – Questionnaires & Surveys

Tip: For each questionnaire and/or survey, click Save to submit answers or Cancel to return to Assessments tab.

Tip: Within each questionnaire and/or survey, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text.


1. Click CNA tab.2. Provider Location drop-down list is displayed at the top of the page. Users will be able to select any

location they have access to. If users only have access to one location, the drop-down list will not be displayed.

3. Navigation buttons for Member Info, Health & Well-Being and Clinical Summary questionnaires are displayed underneath the Provider Location drop-down list.

4. Historical data for Clinical Screen, C-SSRS, Anxiety, Depression, Audit-10 and PC-PTSD Surveys are displayed towards the bottom of the page.



9.1 Background

1. Click the Background button in the Member Info section.2. Type in a response for ‘What brought you in for services today?’3. Select Yes or No for ‘Would you like an interpreter?’4. Select Yes or No for ‘Do you have a developmental/intellectual disability?’

a. If Yes, select Yes or No for ‘Do you have an Individual Service Plan related to your developmental/intellectual disability?

5. Select Yes or No for ‘Do you have an Emergency Crisis Plan? (If yes, please provide a copy)’6. Select Yes or No for ‘Were you referred?’

a. If Yes, select Yes or No ‘If yes, by whom were you referred?’7. Type in a response for Nursing Facility Level of Care (NFLOC).8. Click Save.

9.2 Height & Weight

1. Click the Height & Weight button in the Member Info section.BHSD User Guide of 46


2. Type in a response for Height (in inches).3. Type in a response for Weight (in pounds).4. After Height & Weight is entered, BMi is automatically calculated.5. Click Save.

9.3 Exam Dates

1. Click the Exam Dates button in the Member Info section.2. Select a date from the calendar-picker for Date of last physical exam, or select ‘Don’t Know’.3. Select a date from the calendar-picker for Date of last dental exam, or select ‘Don’t Know’.4. Select a date from the calendar-picker for Date of last vision exam, or select ‘Don’t Know’.5. Select a date from the calendar-picker for Date of last hearing exam, or select ‘Don’t Know’.6. Select a date from the calendar-picker for Date of last bone density exam, or select ‘Don’t Know’.7. Click Save.

9.4 Care Team

1. Click the Care Team button in the Member Info section.2. Select a Care Coordinator from the Name drop-down list.

a. This list is populated from the Profile Staff list in Vendor Registration. Contact your Vendor Admin if a name does not appear in this list.

3. Type in a Name for Primary Care Provider.4. Type in a Phone Number for Primary Care Provider.5. Type in a Name for Behavioral Health Therapist.6. Type in a Phone Number for Behavioral Health Therapist.7. Type in a Phone Number for Behavioral Health Therapist.



8. Click Save.

9.5 Demographics

1. Click the Demographics button in the Member Info section.2. Type in a response for Name of person filling out assessment.3. Select a response for Relationship of person filling out assessment to the person coming in today from

the drop-down list.a. If ‘Other’ is selected from the drop-down list, type in a response.

4. Select Yes or No for ‘Are there cultural or religious preferences that you would like your provider to be aware of today?’

a. If Yes is selected, type in a descriptive response.5. Click Save.

9.6 General Health

1. Click the General Health button in the Member Info section.2. Select Yes or No for ‘Are you currently in any physical pain?’

a. If Yes, indicate how much pain by selecting a response from the 0-10 scale.b. If Yes, type in a response for ‘Where is your pain?’

3. Select Yes or No for ‘Have you ever had a traumatic brain injury (head injury, concussion)?’4. Select Yes or No for ‘Do you need help with transportation to appointments?’



5. Select a response from the Excellent-Poor scale for general, physical health. Select ‘Prefer not to answer’ if appropriate.

6. Select a response from the Excellent-Poor scale for general, mental health. Select ‘Prefer not to answer’ if appropriate.

7. Select Yes or No for ‘Have you had any psychiatric hospitalization in the last 6 months?’. Select ‘Prefer not to answer’ if appropriate.

8. Select Yes or No for ‘Are you currently taking atypical psychotropic medications, such as Ability, Clozaril, Zyprexa, Seroquel, Risperdal, or Geodon?’. Select ‘Prefer not to answer’ if appropriate.

9. Select a response from the Not bothered at all – Bothered a lot scale for ‘How much are you bothered by medication side effects (for example, shaking and trembling, not being able to think clearly, gaining or losing weight, or sexual problems)?’. Select ‘Prefer not to answer’ if appropriate.

10. Click Save.

9.7 Diagnosis

1. Click the Diagnosis button in the Member Info section.2. Type in a response for Diagnosis.3. Click Save.

9.8 Disaster Plan

1. Click the Disaster Plan button in the Member Info section.2. Type in a response for Disaster Preparedness Plan.



3. Click Save.

9.9 Member Goals

1. Click the Member Goals button in the Member Info section.2. Type in a response for Member Goals.3. Click Save.

9.10 Home Life

1. Click the Home Life button in the Member Info section.2. Type in a response for ‘How many people live in your home, including you?’3. Select a response(s) for ‘Who lives in your home with you?’. Select all that apply, as there are many

choices.4. Select a response for ‘What is your current living arrangement?’ from the drop-down list.5. Select Yes or No for ‘Have you been homeless at any time in the last 6 months?’. Select ‘Prefer not to

answer’ if appropriate.6. Select a response(s) for ‘Are you having any problems at home? (check all that apply)’. Select all that

apply, as there are many choices.a. If the ‘Do not have any of these problems’ is not selected, then select Yes or No for ‘Would you

like to discuss this with someone?’. Select ‘Prefer not to answer’ if appropriate.



9.11 Current Providers

1. Click the Current Providers button in the Member Info section. 2. Click the teal +Add button under ‘Current health/mental health care providers, including specialists’.

a. Enter a Nameb. Enter a Phone Numberc. Select Yes or No for ‘Do you want them to be part of your Care Team?’d. If there are more care providers to add, repeat Step 2.e. If there are any care providers to remove, click Remove next to that care provider.

3. Click Save.a. All goals and corresponding dates will not be retained if you do not click Save.

9.12 Resources

1. Click the Resources button in the Member Info section.2. Select all options that may apply under ‘Community Resources and Services Being Utilized’

a. For each option selected, there is a range of corresponding Services that will appear in the next column and be made available to select. Selection of these services is not required.

3. Select all options that may apply under ‘Community Resources and Services Being Utilized’



a. For each option selected, there is a range of corresponding Services that will appear in the next column and be made available to select. Selection of these services is not required.

4. Click Save.

9.13 Service Plan

1. Click the Service Plan button in the Member Info section.2. Type in a response for Member Goals.3. Type in a response for Future Opportunities.4. Click the teal +Add button under Short-term Goals; 0-3 Months.

a. Type in a response for Goal (box 1). Select a date from the calendar-picker for Initiated date (box 5).

b. Type in a response for Intervention (box 2). Select a date from the calendar-picker for Targeted date (box 6).

c. If there is progress to record, type in a response for Progress (box 3). If progress is recorded, select a date from the calendar-picker for Updated date (box 7).

d. If there is an outcome to record, type in a response for Outcome (box 4). If an outcome is recorded, select a date from the calendar-picker for Achieved (box 8).

e. If there are any more short-term goals to add, repeat Step 2.f. If there are any short-term goals to be removed, click Remove next to that set of goals & dates.

5. Click the teal +Add button under Long-term Goals; 3-12 Months.a. Type in a response for Goal (box 1). Select a date from the calendar-picker for Initiated date

(box 5).b. Type in a response for Intervention (box 2). Select a date from the calendar-picker for Targeted

date (box 6).c. If there is progress to record, type in a response for Progress (box 3). If progress is recorded,

select a date from the calendar-picker for Updated date (box 7).



d. If there is an outcome to record, type in a response for Outcome (box 4). If an outcome is recorded, select a date from the calendar-picker for Achieved (box 8).

e. If there are any more long-term goals to add, repeat Step 3.f. If there are any long-term goals to be removed, click Remove next to that set of goals & dates.

6. Click the teal +Add button under Self Management Goals.a. Type in a response for Goal (box 1). Select a date from the calendar-picker for Initiated date

(box 5).b. Type in a response for Intervention (box 2). Select a date from the calendar-picker for Targeted

date (box 6).c. If there is progress to record, type in a response for Progress (box 3). If progress is recorded,

select a date from the calendar-picker for Updated date (box 7).d. If there is an outcome to record, type in a response for Outcome (box 4). If an outcome is

recorded, select a date from the calendar-picker for Achieved (box 8).e. If there are any more Self Management goals to add, repeat Step 4.f. If there are any self managed goals to be removed, click Remove next to that set of goals &

dates.7. Click Save.

a. All goals and corresponding dates will not be retained if you do not click Save.

9.14 Birth History

1. Click Birth History in the Health & Well-Being section.2. Type in a response for Birth weight (in pounds), or select ‘Don’t Know’ if appropriate.3. Select Vaginal or C-Section for Delivery method, or select ‘Don’t Know’ if appropriate.4. Select At term or Early for when the Baby was born, or select ‘Don’t Know’ if appropriate.

a. If ‘Early’ is selected, type in a response for ‘Indicate at how many weeks gestation if the baby was born early. Otherwise leave blank. Numeric input only’, or select ‘Don’t Know’ if appropriate.

5. Select Yes or No for ‘Did the baby have any problems right after birth’, or select ‘Don’t Know’ if appropriate.

6. Select Yes or No for ‘Was there any illness or problem with the mom’s pregnancy’, or select ‘Don’t Know’ if appropriate.

7. Select Yes or No for ‘During the pregnancy did the mother smoke’, or select ‘Don’t Know’ if appropriate.a. If Yes, type in a response for ‘what did the mother smoke’, or select ‘Don’t Know’ if appropriate.



8. Select Yes or No for ‘During the pregnancy did the mother drink alcohol’, or select ‘Don’t Know’ if appropriate.

a. If Yes, type in a response for ‘when during the pregnancy did she drink’, or select ‘Don’t Know’ if appropriate.

9. Select Yes or No for ‘During the pregnancy did the mother use drugs/medicines’, or select ‘Don’t Know’ if appropriate.

10. Select Yes or No for ‘Did the baby go home with mother from the hospital’, or select ‘Don’t Know’ if appropriate.

11. Click Save.

9.15 Health Behaviors

1. Click Health Behaviors in the Health & Well-Being section.2. Select a response from the Never – Always scale for ‘How often can you/your child depend on having an

adult to talk to’.3. Select a response from the Never – Always scale for ‘If a problem or emergency arises, how often can

you/your child depend on an adult to turn to for help and support’.4. Select Yes or No for ‘… seen any non-violent crime in your/their neighborhood, such as someone selling

drugs or stealing’.5. Select Yes or No for ‘… seen any violent crimes taking place in your/their neighborhood, such as

someone being beaten up’.6. Select Yes or No for ‘… known someone other than yourself/themselves who was a victim of a violent

crime in your/their neighborhood’.7. Select Yes or No for ‘… been a victim of a violent crime in your/their neighborhood’.8. Select Yes or No for ‘… been bullied at school (including cyberbullying) or in your/their neighborhood’.9. Select Yes or No for ‘… experienced on-line bullying or threats (cyber-bullying)’.10. Click Save.



9.16 Caregiver

1. Click Caregiver in the Health & Well-Being section.2. Select Yes or No for ‘Do you/Does your child have a caregiver that comes into the home, because of a

health care problem, to provide you with assistance?’3. Select Relative, Friend or Agency for ‘Is caregiver a relative, friend or from an agency?’4. Type in a response for Caregiver/Agency Name.5. Type in a number for Caregiver/Agency phone number.6. Type in a response for Caregiver/Agency Specialty.7. Select Per Day or Per Week for ‘ How many hours per day/week does caregiver come into your home?’.

Then, type in a response.8. Type in a response for ‘What items does your caregiver help with?’9. Select Yes or No for ‘Do you/Does your child need more help than you are receiving?’

a. If Yes, type in an explanation.10. Click Save.



9.17 ADL / IADL

1. Click ADL / IADL in the Health & Well-Being section.2. Select a response from the Independent – Cannot Do scale for Bathing.

a. Select Yes or No in the Receiving Help column for Bathing.3. Select a response from the Independent – Cannot Do scale for Dressing.

a. Select Yes or No in the Receiving Help column for Dressing.4. Select a response from the Independent – Cannot Do scale for Grooming.

a. Select Yes or No in the Receiving Help column for Grooming.5. Select a response from the Independent – Cannot Do scale for Mouth care.

a. Select Yes or No in the Receiving Help column for Mouth care.6. Select a response from the Independent – Cannot Do scale for Toileting.

a. Select Yes or No in the Receiving Help column for Toileting.7. Select a response from the Independent – Cannot Do scale for Transferring bed/chair.

a. Select Yes or No in the Receiving Help column for Transferring bed/chair.8. Select a response from the Independent – Cannot Do scale for Walking.

a. Select Yes or No in the Receiving Help column for Walking.9. Select a response from the Independent – Cannot Do scale for Climbing stairs.

a. Select Yes or No in the Receiving Help column for Climbing stairs.10. Select a response from the Independent – Cannot Do scale for Eating.

a. Select Yes or No in the Receiving Help column for Eating.11. Select a response from the Independent – Cannot Do scale for Shopping.

a. Select Yes or No in the Receiving Help column for Shopping.12. Select a response from the Independent – Cannot Do scale for Cooking.

a. Select Yes or No in the Receiving Help column for Cooking.13. Click Save.



9.18 Sleep

1. Click Sleep in the Health & Well-Being section.2. Type in a response for ‘On average how many hours of sleep do you get in a 24 hour period’.3. Select Yes or No for ‘Do you feel your sleep is restful?’

9.19 Employment

1. Click Employment in the Health & Well-Being section.2. Select a response from the ‘Employed – Full time’ – ‘Not in labor force’ scale. Select ‘Prefer not to

answer’ if appropriate.a. If Not Employed, select a response(s) for question 1a. Select all that apply.b. If Employed, type in a response for question 1b.

3. Click Save.

9.20 Development

1. Click Development in the Health & Well-Being section.2. Select Yes or No for ‘Are you concerned about your/your child's physical development’.

a. If Yes, type in an explanation.3. Select Yes or No for ‘Are you concerned about your/your child's mental or emotional development’.

a. If Yes, type in an explanation.4. Select Yes or No for ‘Are you/Is your child having problems with behavior in school?’

a. If Yes, type in an explanation.5. Select Yes or No for ‘Have you/Has your child failed or repeated a grade?’

a. If Yes, type in an explanation.BHSD User Guide of 46


6. Select Yes or No for ‘Are you/Is your child having academic problems in school?’a. If Yes, type in an explanation.

7. Select Yes or No for ‘Have you/Has your child failed or repeated a grade?’a. If Yes, type in an explanation.

8. Select Yes or No for ‘Are you/Is your child in special resource classes/special education?’a. If Yes, type in an explanation.

9. Click Save.

9.21 D.M.E.

1. Click D.M.E. in the Health & Well-Being section.2. Select a response from the Have – Don’t Need scale for any of the listed medical equipment (questions

1-23).a. Click the teal, column-heading buttons in order to select the same response for questions 1-23.

The select-all functionality can be used as a starting point if nearly all the answers will be the same.

3. Select Yes or No for ‘Do you have other adaptive equipment that is not listed above?’a. If Yes, type in an description.

4. Select Yes or No for ‘Do you want other adaptive equipment that is not listed above?’a. If Yes, type in an description.

5. Click Save.



9.22 Legal

1. Click Legal in the Health & Well-Being section.2. Select Yes or No for ‘Do you/Does your child have an advance directive and/or living will?’. Select ‘Don’t

Know’ if appropriate.a. If Yes, select Yes or No for ‘Do you/Does your child have a copy of your advance directive and/or

living will to put in your record?’3. Select Yes or No for ‘Do you/Does your child have a psychiatric advance directive?’. Select ‘Don’t Know’

if appropriate.a. If Yes, select Yes or No for ‘Do you/Does your child have a copy of your advance directive and/or

living will to put in your record?’4. Select Yes or No for ‘Have you/Has your child given Power of Attorney (POA) to someone?’.

a. If Yes, type in a response for whom.b. If Yes, select Yes or No for ‘Do you/Does your child have a copy of your POA to put in your

record?’



9.23 Safety/Injuries

1. Click Safety/Injuries in the Health & Well-Being section.2. Select Yes or No for ‘Have you/Has your child ever been physically, sexually, or emotionally abused’.3. Select Yes or No for ‘Have you/Has your child ever been in foster care, group home(s), or been

homeless’.4. Select Yes or No for ‘Have you/Has your child ever been in jail or in a detention center’.5. Select a response from the None – More than 1 time scale for ‘Been out of your/their parent's or

caregiver's control so that the police needed to get involved’.6. Select a response from the None – More than 1 time scale for ‘Purposefully damaged or destroyed

(other than fire) property that did not belong to you/them’.7. Select a response from the None – More than 1 time scale for ‘Taken something from a store without

paying for it’.8. Select a response from the None – More than 1 time scale for ‘Hit someone or been in a physical fight’.9. Select a response from the None – More than 1 time scale for ‘Gotten a ticket or citation for a traffic

violation (driving too fast, driving through a red light, etc.)’.10. Select Yes or No for ‘Do you/Does your child have a gun/firearm in the home’.

a. If Yes, select Yes or No for ‘If yes, is it unloaded and locked up’.

9.24 Client Concerns

1. Click Client Concerns in the Health & Well-Being section.2. Type in a response for ‘What are your/your child's future plans for additional schooling, having a family,

and career goals?’



9.25 Allergies

1. Click Allergies in the Clinical Summary section.2. Select Yes or No for Medication allergies.

a. If Yes, type in a response for ‘what are they?’3. Select Yes or No for Food allergies.

a. If Yes, type in a response for ‘what are they?’4. Select Yes or No for Environmental allergies (hay fever, dust, etc.).

a. If Yes, type in a response for ‘what are they?’5. Type in a Pharmacy Name.

a. If a Pharmacy Name is provided, type in the Pharmacy Location.b. If a Pharmacy Name is provided, type in the Pharmacy Phone Number.

6. Click the +Add button to enter the current medication information.a. Type the name of the Medication.b. Type the Dose.c. Type in a response for ‘How often do you take them?’d. Pick a date from the calendar-picker for medication Start Date.e. Type in a response for ‘What are they for?’f. To add another medication, repeat step #6.g. To remove a medication, click the Remove button next to that entry.

7. Click the +Add button to enter the previous medication information.a. Only list atypical anti-psychotics from the following: Risperdal (Risperidone), Seroquel

(Quetiapine), Geodon (Ziprasidone), Zyprexa (Olanzapine), Invega (Paliperidone), Saphiris (Asenipine), Clozaril (Clozapine), Abilify (Aripiprazole), Latuda (Lurasidone), Vraylar (Cariprazine), Rexulti (brexpiprazole).

b. Type the name of the Medication.c. Type the Dose.d. Type in a response for ‘How often do you take them?’e. Pick a date from the calendar-picker for medication Start Date.f. Pick a date from the calendar-picker for medication End Date.g. Type in a response for ‘What are they for?’h. To add another previous medication, repeat step #7.i. To remove a medication, click the Remove button next to that entry.

8. Click Yes or No for ‘Now or in the past 6 months, have you taken any prescribed medications for emotional or behavioral symptoms?’

a. If Yes, Select Yes or No for ‘Have the medications helped you feel better?’i. If Yes, type in a response for ‘In what ways have they helped?’

b. If Yes, select Yes or No for ‘In the past 6 months have you had any bad side effects from these medications?’

i. If Yes, type in a response for ‘What were the bad side effects?’9. Click the +Add button to enter the over-the-counter medication information.

a. Type the name of the Medication, herb, vitamin or supplement.b. Type the Dose.c. Type in a response for ‘How often do you take them?’d. Pick a date from the calendar-picker for medication Start Date.e. Type in a response for ‘What are they for?’



f. To add another over-the-counter medication, repeat step #9.g. To remove an over-the-counter medication, click the Remove button next to that entry.

10. Select a response from the ‘Do not have to take medicine’ – ‘Seldom take as prescribed’ for ‘Do you have trouble taking medications as prescribed?’

a. If taking medication, select Yes or No for ‘Do you want help with this?’11. Click the +Add button to enter other treatments (counseling, psychotherapy, OT, PT, chiropractor,

acupuncture, traditional healing, other).a. Type in a response for other treatments.b. To add another treatment, repeat step #11.c. To remove a treatment, click the Remove button next to that entry.

12. Click Save.

9.26 Health History

1. Click Health History in the Clinical Summary section.2. For questions 1-76, click Past, Present, or both for ‘Condition/Behavior - Do you have or have you ever

had:’.a. If you select Present or both Past and Present for questions 1-76, select a response from Yes –

No for ‘how much are you bothered by this condition/behavior?’b. If you select Present, Past, or both Past and Present for questions 1-76, select Yes or No for

‘Would you like to talk about this with your provider?’3. Select Yes or No for ‘Problems with teeth’.4. Select Yes or No for ‘Problems with gums.5. Select Yes or No for ‘Difficulty chewing’.6. Select Yes or No for ‘Difficulty swallowing.7. Select Yes or No for ‘Appetite change last six months’.



8. Select Yes or No for ‘Weight loss’.9. Select Yes or No for ‘Weight gain’10. Select Yes or No for ‘Penis discharge’.11. Select Yes or No for ‘Sore on penis’.12. Select Yes or No for Erectile dysfunction.13. Select Yes or No for ‘Testicular lump’.14. Select Yes or No for Vasectomy.15. Select Yes or No for PSA.

a. If Yes, select a date for the PSA from the calendar-picker.16. Select Yes or No for ‘Prostate problems’.17. Select Yes or No for ‘Prostate exam’.

a. If Yes, select a date for the exam from the calendar-picker.18. Click Save.



9.27 E.R. Visits

1. Click E.R. Visits in the Clinical Summary section.2. Click the teal +Add button to enter an E.R. Visit.

a. Select a Month/Year from the calendar-picker.b. Type in a Reason for the E.R. Visit.c. To add another E.R. Visit, repeat step #2.d. To remove an E.R. Visit, click Remove next to that entry.

3. Click Save.

9.28 Surgeries

1. Click Surgeries in the Clinical Summary section.2. Click the teal +Add button to enter a Surgery.

a. Select a Month/Year from the calendar-picker.b. Type in a Reason for the Surgery.c. To add another Surgery, repeat step #2.d. To remove a Surgery, click Remove next to that entry.

3. Click Save.



9.29 Substance Abuse Treatments

1. Click Substance Abuse Treatments in the Clinical Summary section.2. Click the teal +Add button to enter a Substance Abuse Treatment.

a. Select a Month/Year from the calendar-picker.b. Type in a Reason for the Substance Abuse Treatment.c. To add another Substance Abuse Treatment, repeat step #2.d. To remove a Substance Abuse Treatment, click Remove next to that entry.

3. Click Save.

9.30 Sexual Activity

1. Click Sexual Activity in the Clinical Summary section.2. Select Yes or No for ‘Are you/Is your child using a method to prevent pregnancy?’

a. If Yes, type in a response for ‘which types (condoms, pills, Depo shot, patch, Nexplanon/Implanon, foam, sponge, withdrawal, ring, IUD etc.)?’

9.31 Immunizations

1. Click Immunizations in the Clinical Summary section.2. Select Yes or No for ‘Up to date?’. Select ‘Don’t know/Not sure’ or ‘Refused’ if appropriate.3. Select Yes or No for ‘During the past 12 months have you had either a flu shot or a flu vaccine that was

sprayed into your nose?’. Select ‘Don’t know/Not sure’ or ‘Refused’ if appropriate.



4. Select Yes or No for ‘A pneumonia shot or pneumococcal vaccine is usually given only once or twice in a person’s lifetime, and is different from the flu shot. Have you ever had a pneumonia shot?’. Select ‘Don’t know/Not sure’ or ‘Refused’ if appropriate.

5. Select Yes or No for Chicken Pox. Select ‘Don’t Know/Not Sure’ or ‘Within last 10 years’ if appropriate.6. Select Yes or No for DTaP (diptheria, tetanus, acellular pertussis; 5 doses at 2, 4 6, 15 -18 mo & 4-6 yrs;

<7 yrs). Select ‘Don’t Know/Not Sure’ or ‘Within last 10 years’ if appropriate.7. Select Yes or No for Influenza (annual dose beginning at 6 mos). Select ‘Don’t Know/Not Sure’ or ‘Within

last 10 years’ if appropriate.8. Select Yes or No for Hepatitis A (2 doses; and 18-23 mos). Select ‘Don’t Know/Not Sure’ or ‘Within last

10 years’ if appropriate.9. Select Yes or No for Hepatitis B (3 doses, birth, 1 to 2 mo & 6 to 18 mos). Select ‘Don’t Know/Not Sure’

or ‘Within last 10 years’ if appropriate.10. Select Yes or No for Hib (Haemophilus influenzae type b; 4 doses at 2, 4, 12 or 15 mos). Select ‘Don’t

Know/Not Sure’ or ‘Within last 10 years’ if appropriate.11. Select Yes or No for HPV (Human Papilloma Virus; ages 11 to 26 females; ages 11 to 21 males). Select

‘Don’t Know/Not Sure’ or ‘Within last 10 years’ if appropriate.12. Select Yes or No for IPV (Inactivated poliovirus; 4 doses ; 2, 4, 6 -18 mos & 4-6 yrs; <18 yrs). Select ‘Don’t

Know/Not Sure’ or ‘Within last 10 years’ if appropriate.13. Select Yes or No for MMR (measles, mumps rubella; 2 doses 12-15 mos & 4-6 yrs). Select ‘Don’t

Know/Not Sure’ or ‘Within last 10 years’ if appropriate.14. Select Yes or No for Meningococcal (2 doses; 11-12 yrs and booster 16-18 yrs). Select ‘Don’t Know/Not

Sure’ or ‘Within last 10 years’ if appropriate.15. Select Yes or No for PCV13 (Pneumococcal conjugate; 4 doses at 2, 4, 6, 12 or 15 mos). Select ‘Don’t

Know/Not Sure’ or ‘Within last 10 years’ if appropriate.16. Select Yes or No for Shingles. Select ‘Don’t Know/Not Sure’ or ‘Within last 10 years’ if appropriate.17. Select Yes or No for Td/Tdap (Tetanus, diphtheria, pertussis; 11 to 12 yrs; 10 yr boosters). Select ‘Don’t

Know/Not Sure’ or ‘Within last 10 years’ if appropriate.18. Click Save.



9.32 Hospitalizations

1. Click Hospitalizations in the Clinical Summary section.2. Click the teal +Add button to enter a Medical/Psychiatric Hospitalization

a. Select a Month/Year from the calendar-picker.b. Type in a Reason for the Hospitalization.c. To add another Hospitalization, repeat step #2.d. To remove a Hospitalization, click Remove next to that entry.

3. Click Save.

9.33 Health Concerns

1. Click Health Concerns in the Clinical Summary section. 2. Select Yes or No for ‘Accident or injury prevention’.3. Select Yes or No for ‘Ear, eye or mouth care’.4. Select Yes or No for ‘Exercise and nutrition’.5. Select Yes or No for ‘Health screening tests’.6. Select Yes or No for ‘Money, housing case management’.7. Select Yes or No for ‘Living will, end-of-life issues’.8. Select Yes or No for ‘Long term care needs’.9. Select Yes or No for ‘Family or personal problems’.10. Select Yes or No for ‘Depression or other mental concerns’.11. Select Yes or No for ‘Preventing cancer’.12. Select Yes or No for ‘Preventing heart disease’.13. Select Yes or No for ‘Preventing heart disease’.14. Select Yes or No for Other.



9.34 Care Plan Consent

1. Click Care Plan Consent in the Clinical Summary section.2. A history of signatures is displayed at the top of the questionnaire. If no signatures have been provided,

there will be nothing in the Member and/or Guardian Consent – History section.3. Type in a Member and/or Guardian Name. This will serve as the Member and/or Guardian’s signature.4. Select a date from the calendar-picker for the Member and/or Guardian.5. Type in a Care Coordinator Name. This will serve as the Care Coordinator’s signature.6. Select a date from the calendar-picker for the Care Coordinator.7. Select Acknowledged.8. Click Save.

a. The most recent set of signatures will appear on the client’s Care Plan. This can be seen by clicking the blue ‘View Care Plan’ button in the Clinical Summary section.

9.35 View Care Plan

1. Click the blue ‘View Care Plan’ button in the Clinical Summary section.a. The client’s care plan is displayed. Information from several of the questionnaires can be seen

here, including the electronic signatures provided in the Care Plan Consent questionnaire.



9.36 View CNA

1. Click the ‘View CNA’ button from the Clinical Summary section.a. The client’s entire CNA is displayed. Information from all the questionnaires can be seen here.

The CNA is formatted to be printer-friendly.



9.37 Submit a new Clinical Screen Survey / view completed Clinical Screen Survey(s)

1. Click View to see the answers for the Clinical Screen Survey on that date (changes to answers on a completed survey are not allowed).

2. Click the green plus-sign in the top right of the Clinical Screen Survey box.3. Answer Clinical Screen Survey questions. Click Save to submit answers or Cancel to return to

Assessments tab.a. If a new Clinical Screen Survey was completed, an entry will appear in the Clinical Screen Survey

box with the date of the survey along with an orange plus under any of the columns (Depression, Survey, Suicide, Anxiety, Alcohol and/or PTSD) that were flagged during after submitting the Clinical Survey answers.

Tip: Within each survey, validation will occur after clicking ‘Save’. If any errors exist, an orange indicator will appear next to the question. Hover over the orange indicator to view the recommendation text.

9.38 Submit a new C-SSRS Survey / view completed C-SSRS Survey(s)

Note: This survey is only available if the client shows an orange plus-sign in the Suicide column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the C-SSRS Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential suicide risk in the Clinical Screen.”

1. Click View to see the answers for the C-SSRS Survey on that date (changes to answers on a completed survey are not allowed).

2. Click the green plus-sign in the top right of the C-SSRS Survey box.3. Answer C-SSRS Survey questions. Click Save to submit answers or Cancel to return to Assessments tab.

a. If a new C-SSRS Survey was completed, an entry will appear in the C-SSRS Survey box with the date of the survey and an orange plus-sign under the Risk column if the client screened positively for Suicide Risk.

b. If the client screens positively for Suicide Risk, orange text that reads “At Risk Alert” will appear at the top of the C-SSRS Survey box.

c. If the client screens positively for Suicide Risk, an orange banner will appear at the top of the Client Dashboard on all tabs (Notes, Projects, Mandated Data, etc.).


9.39 Submit a new Anxiety Survey / view completed Anxiety Survey(s)

Note: This survey is only available if the client shows an orange plus-sign in the Anxiety column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the Anxiety Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential anxiety in the Clinical Screen.”

1. A graph of previously-completed Anxiety Surveys is displayed by default.2. Click Table in the Anxiety Survey box. 3. Click View to see the answers for the Anxiety Survey on that date (changes to answers on a completed

survey are not allowed).4. Click the green plus-sign in the top right of the Anxiety Survey box.



5. Answer Anxiety Survey questions. Click Save to submit answers or Cancel to return to Assessments tab.a. If a new Anxiety Survey was completed, an entry will appear in the Anxiety Survey box with the

date of the survey, the score of the survey and the class category of the survey.


9.40 Submit a new Depression Survey / view completed Depression Survey(s)

Note: This survey is only available if the client shows an orange plus-sign in the Depression column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the Depression Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential anxiety in the Clinical Screen.”

1. A graph of previously-completed Depression Surveys is displayed by default.2. Click Table in the Depression Survey box. 3. Click View to see the answers for the Depression Survey on that date (changes to answers on a

completed survey are not allowed).4. Click the green plus-sign in the top right of the Depression Survey box.5. Answer Depression Survey questions. Click Save to submit answers or Cancel to return to Assessments

tab.a. If a new Depression Survey was completed, an entry will appear in the Depression Survey box

with the date of the survey, the score of the survey and the class category of the survey.


9.41 Submit a new Audit-10 Survey / view completed Audit-10 Survey(s)

Note: This survey is only available if the client shows an orange plus-sign in the Alcohol column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the Audit-10 Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential anxiety in the Clinical Screen.”

1. A graph of previously-completed Audit-10 Surveys is displayed by default.2. Click Table in the Audit-10 Survey box. 3. Click View to see the answers for the Audit-10 Survey on that date (changes to answers on a completed

survey are not allowed).4. Click the green plus-sign in the top right of the Audit-10 Survey box.5. Answer Audit-10 Survey questions. Click Save to submit answers or Cancel to return to Assessments tab.

a. If a new Audit-10 Survey was completed, an entry will appear in the Audit-10 Survey box with the date of the survey, the score of the survey and a red exclamation icon under the Risk column if the client screened positively for Alcohol Dependency.

b. If the client screened positively for Alcohol Dependency, an Alert will appear at the top of the Audit-10 Survey box. Click Alert to view the alert.




9.42 Submit a new PC-PTSD Survey / view completed Audit-10 Survey(s)

Note: This survey is only available if the client shows an orange plus-sign in the PTSD column of the Clinical Screen Survey. If the client does not show an orange plus-sign, users will see the following message in the PC-PTSD Survey box: “This section is currently disabled. It will be enabled if the client is screened positive for potential anxiety in the Clinical Screen.”

6. A graph of previously-completed PC-PTSD Surveys is displayed by default.7. Click Table in the PC-PTSD Survey box. 8. Click View to see the answers for the PC-PTSD Survey on that date (changes to answers on a completed

survey are not allowed).9. Click the green plus-sign in the top right of the PC-PTSD Survey box.10. Answer PC-PTSD Survey questions. Click Save to submit answers or Cancel to return to Assessments tab.

a. If a new PC-PTSD Survey was completed, an entry will appear in the PC-PTSD Survey box with the date of the survey, the score of the survey and an orange plus-sign under the Risk column if the client screened positively for PTSD risk.

b. If the client screens positively for PTSD Risk, orange text that reads “At Risk Alert” will appear at the top of the PC-PTSD Survey box.


10. Tasks

Generally speaking, “tasks” are actionable alerts. Tasks can be resolved or archived through the STAR system. From the Client Dashboard:

1. Click Tasks tab.2. A list of tasks are displayed.

3. Click on a Task to navigate to the originating (source) questionnaire or survey. 4. Alternatively, click on the folder icon in the ‘Archive’ column to change a Task from Active to Historic.

a. If archiving a Task, users will be prompted for an archival reason.



5. Click the ‘Historic’ tab to view all Tasks that have either been Resolved or Archived. If Archived, the reason for archival will be shown. The creation and resolution dates of the Task will be displayed as well.

11. Flags

Generally speaking, “flags” are informative alerts. Flags can only be ‘resolved’ if input to a questionnaire is changed. From the Client Dashboard:

1. Click the CNA tab.2. Above each questionnaire section (Member Info, Health & Well-Being, Clinical Summary), a teal ‘Flags’

link will be displayed (if there are any) as well as the corresponding number of flags for that section.3. Click the Flags link to show the flags for that section. A list of flags and their originating (source)

questionnaires, for that particular section, will be displayed.

4. Alternatively, click the ‘Flags’ button from the Clinical Summary section. A list of flags and their originating (source) questionnaires, for all sections, will be displayed.



12. Services


1. Click Services tab.2. Current Services for the client will display.

Tip: A Client must have Opted-In before Service Can be added.Tip: As Services are added the (0) on the tab will update.

12.1 To add a Service:

1. Click Add Service drop-down and click service.2. Click Date of Activity calendar and click date.3. Click Type(s) and other required fields depending on Service selected.4. Click Save.5. Service is listed in the Service Table.



12.2 To delete a Services:

1. Click the Trash Can for a listed Service.2. Click Yes, Delete the Record.3. Service is no longer listed in the Service Table.

12.3 To View Service Graph:

1. Graph is displayed with all Client Services and their %s.2. Hover mouse over each section to see actual Client counts per service.



13. Project Tracking Items

13.1 Data Uploads:


1. Click Take Action under Data Uploads.2. Click File Type drop-down and click file type.3. Click Browse and find the file on your PC.4. Click Submit File.5. Records accepted/unaccepted are displayed below.6. Click the Errors (if indicated) to see any errored records.7. Make the necessary corrections to the records and re-submit the file.

13.2 Reports


1. Click Run Report drop-down and click report.2. Click/Select Report Criteria.3. Click Run Report.4. Report details are displayed.

13.3 Correct Failed Xerox Uploads


1. Click Take Action under Failed Uploads.2. Click a Client ID listed.3. Click Profile tab.4. Make the necessary corrections and click Save.5. The system will resend the record nightly.

13.4 Opt Status Updates


1. Click Take Action under Opt Status.2. Individuals registered for CareLink but not yet Opted In or Out will be displayed.3. Click the Client ID.4. Client Dashboard is displayed.

14. Questions

For any questions email [email protected].


mailto:[email protected]

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