(Replace with Original cover – Publisher file)
CARE Application Training
ADSA
Web and Training Services
About This Workbook
Comprehensive Assessment, Reporting & Evaluation (CARE) staff conduct comprehensive assessment interviews to assure that people with disabilities and their families receive appropriate, quality services, which meet their needs. The new CARE interactive interviewing tool has been designed to collect all the critical assessment elements and protocols in a flexible and helpful manner, and with very little typing. This new CARE tool will help you do your important work more efficiently and accurately.
The self-paced exercises in this workbook will get you up and running quickly. There are four (4) modules, which help you practice performing specific tasks in CARE. The lessons are set up to first tell you about a course of action, and then give you an opportunity to try it, step-by-step. Each module will take approximately four hours to complete.
The contents of this workbook are:
- Module I – “Navigate/Intake/Client Details”
- Module II – “Initial Assessment”
- Module III – “Client Management”
- Module IV – “Independent Case Studies”
- Appendix and Index
Table of Contents
MODULE I – NAVIGATE/INTAKE/CLIENT DETAILS
Module I – Opening Challenge!
Get Started
Login to CARE
Switch Office
Structure of the CARE
Menu vs Tree -- Overview
Navigate the Menu
Navigate the Tree
CARE Help Screens
Online vs Offline
SEARCH
Search for your Caseload
Search for any Client
INTAKE/CLIENT DETAILS
Demographics
Saving in CARE
Overview Screen
Overview (con’t.) -- Assign Workers
Remove Client from View
Unassigned Cases – Assign Workers
Addresses
Collateral Contacts
Caregiver Status
Financial and Employment Screens
SER
Add a SER
Append to a SER
Add a SER when you are not a Member of the Team
INTAKE – Independent Exercise
INTAKE
Reactivate a Client -- Overview
CHECK IN/CHECK OUT
Synchronize
Check Out A Client
Check In A Client
VIEW – Independent Exercise
CHECK OUT – Independent Exercise
Inactivate/Terminate/Reactivate Clients
Inactivate a Client
Terminate a Client
Reactivate a Client
Module I – Review!
MODULE II – INITIAL ASSESSMENT
Module II – Opening Challenge!
Client Details
Validate Client Details
Assessment Main Screen
Environment Screen
Medical Information
Medications Screen
Diagnosis Screen
Med. Mgmt. Screen
Treatments Screen
Pain Screen
Indicators Information
Indicators/Hospital Screen and Foot Screen
Skin Screen
Skin Observation Screen
Vitals/Preventative Screen and Comments Screen
Communication Screen
Telephone Screen
Vision Screen
Speech/Hearing Screen
Psych/Social Information
MMSE Screen
Memory Screen
Behavior Screen
Depression Screen and Suicide Screen
Sleep Screen
Relationships/Interests Screen
Decision Making Screen
Personal Elements Information
Goals and Legal Issues Screens
Alcohol/Substance Abuse/Tobacco Screens
Mobility Information
Locomotion Screens and Walk in Room Screen
Bed Mobility & Transfers Screens
Falls Screen
Toileting Information
Bladder/Bowel Screen
Toilet Use Screen
Eating Information
Nutritional/Oral Screen
Eating Screen
Meal Preparation Screen
Hygiene Information
Bathing & Dressing Screens
Personal Hygiene Screen
Household Tasks Information
Transportation, Essential Shopping & Wood Supply Screens
Housework, Finances & Pet Care Screens
Functional Status
Module II – Review!
MODULE III – CLIENT MANAGEMENT
Module III – Opening Challenge!
CARE PLAN Information
Care Plan Screen
Nursing Referral Screen
Supports Screen
Environment Plan & Equipment Screens
Referral Screen
SERVICE SUMMARY & ASSESSMENT FORMS
Move Assessment from Pending Status to Current Status
SSPS
SSPS Submission Screen
SSPS Data Elements
SSPS Authorization
Copy and Create an Assessment
Components of a CARE Case
TRANSFERS
Transfer Out
Transfer In
Transfer – Independent Exercise
OFFLINE Client
Create an Offline Client
Consolidate an Offline Client
CASELOAD REPORTS
Module III – Review!
MODULE IV – INDEPENDENT STUDY
Introduction to Independent Case Study
CARE Application Training – Case Study 1
CARE Application Training – Case Study 2
APPENDIX
Tree Navigation Diagram
Keyboard Short Cuts
Index
MODULE I – NAVIGATE/INTAKE/CLIENT DETAILS
CARE Application Training
ModuleI
CARE Application Training – Revised June, 2003Page 1
Module I – Opening Challenge!
OBJECTIVE: To find out how much you might already know about Navigating, Intake, and Client Details functions in the CARE.
Navigation Question:
- You can jump back and forth from the tree to the screen you are working on by clicking the pointing device. You can also use keys to jump back and forth. What are the keys used to jump back and forth from the tree to the screen you are working on?
______
Intake Question:
- Check all the following items that are true about the statement below:
”You cannot perform an assessment unless you assign:”
a worker
a supervisor
a primary case manager
SearchQuestion:
- Check all the following items that are true about the statement below:
”In order to perform a search, the following conditions must be met:”
You must be working “online” in order to perform a search.
You can only search in the office(s) you are assigned to.
You must type the client’s name correctly in order to perform a search.
Please turn to the next page to get started.
Get Started
Login to CARE
The CARE Application used in class is a duplicate of the actual system, so you will not be making any changes to the “real” CARE data.
- Double-click the CARE icon. It looks like this:
Wait a few moments, it takes awhile for the program to load. - Type your User ID and your password (they will be given to you in class).
- Press [Enter] or click OK.
Note: The very first time you login to the real CARE:
The very first time you login to the real CARE, your laptop must introduce itself to the CARE database on our network and to you.
Your real User ID will be: your DSHS user ID.
Your real first Password will be: welcome.
You will see a message that says “Synchronizing”, and you will be asked to login twice. After your initial login, you will be asked to change your password from “welcome” to your own password. Remember you must use a strong password that is at least 8 characters long, contains upper and lower case letters, numbers, and special symbols.
What if you are assigned to more than one office in your region?
Turn to the next page for information on “Switch Office”.
Switch Office
The “Switch Office” command only applies if you are assigned to two, or more, offices for your work area. Supervisors can assign offices under the Administration/Worker Maintenance menu.
When you start CARE you will be asked which office you are logging into. Once you select an office, you can perform assessments for clients from that office only. For example, you cannot be logged into Bellingham and assess a client from the Mt.Vernon office. In order to assess cases from another office you belong to, you must switch to that office.
You can, however, be logged into any office in order to view all your clients, and write SERs for all your clients.
- Select an office and click OK.
- You will see the CARE opening screen.
- Click the maximize button for full-screen view.
TIP: The window label at the top of the screen will display the office name you are currently logged into.
Turn to the next page for on overview of how the CARE is structured.
Structure of the CARE
Menu vs Tree -- Overview
A general rule of thumb: Use the pull down menus for administrative tasks (such as updating a client’s address), and use the tree for client casework.
The Menu:
The Tree:
/ By clicking on items in the tree, you can move through the comprehensive assessment along a flexible and natural path.For example, if you are working on mobility issues, and the client wanders to a discussion of eating habits, with one click you can easily follow his/her train of thought.
All the items on the tree are immediately available to you.
Please see the Navigating CARE “Quick Reference Guide” in the Appendix for a complete layout of all the items that can be displayed in the tree.
Turn to the next page to practice getting around.
Structure of the CARE
Navigate the Menu
- Point to a menu item and click to pull it down. Try it!
Some menu choices will be in black and some will be “grayed out”. The black items are available to you, depending on what screen you currently have open.
To put a menu away: - Click anywhere in an unused area of the screen.
- You can also pull down a menu item by pressing the [Alt] key plus the underlined letter in the menu name. For example, press Alt+a to pull down the Action menu. Try it!
- Notice that some choices in the pull-down menu also have keystroke shortcuts. For example under the Action menu notice that Client Management can be selected either by clicking it or by pressing Ctrl+m. (Note: It’s not necessary to have the Action menu pulled down first.) Try it!
A “Search” screen will be displayed. We will work on searching later. - Click the [x] close box to put the Search screen away for now.
TIP: You can always use the [Alt] key plus an underlined letter to choose an option in CARE.
Turn to the next page to practice navigating the tree.
Structure of the CARE
Navigate the Tree
The first time you login to the CARE, you will only see one folder in the tree – the “Online” folder. The tasks in this folder are only available to you when you are connected to our central database in the office (when you are “online”).
- Notice the blue highlight and the yellow outline – this means that the Online folder is currently “selected”.
- Double-click on a folder to open it. The folder will open. Double-click again and the folder will close. Try it!
- Open the Online folder.
- Press the up/down arrow keys (or simply point and click) to select different screens in the tree.
Notice that the screen you select will automatically be displayed in the work area. - Select the Reports screen.
Use the keyboard to jump back and forth from the tree to the screen: - Press the [Tab] key to jump to the top of the Reports screen work area.
- Press the [F6] key to jump back to the tree. (Notice the blue highlight and yellow outline around the selected item in the tree.)
Use the pointing device to jump back and forth from the tree to the screen: - You can also point and click to go back and forth from the tree to the specific spot you need in the work area.
TIP: It’s usually easier to use the pointing device to get around in the CARE.
Turn to the next page for an overview of the Help screens.
Structure of the CARE
CARE Help Screens
The Help screens are also organized in a tree structure.
To access the Help screens:
- Pull down the Help menu and choose Help Topics. (Or, you can press [Ctrl]+F1.) The Help tree will be displayed:
- Open a folder by clicking on the [+].
- Select a help topic by clicking on it.
- Explore some of the Help topics now.
- Click the close box [x] when you are finished.
Turn to the next page for an overview of working “online” vs working “offline”.
Online vs Offline
What does working “online” mean?Working online means that you are working with the CARE central database.
You will see this icon in the lower right corner of the screen.
Connected:
Why “online”?
When you are working“online” you can interact with the entire CARE world. You can perform most all actions. You are performing real time data entry. / What does working “offline” mean?
Working offline means you are working with your laptop database. Your laptop contains a remote datebase that you use for temporary storage of client information.
You will see this icon in the lower right corner of the screen.
Disconnected:
Why “offline”?
When you are “offline” you are interacting with a particular client on your laptop database (whether or not you are connected online). Think of the client as being temporarily “checked out” to your laptop. You are performing data entry that must be “synchronized” back to the CARE central database.
How can I check if the client I’m working on is “online” or “offline”?
In the picture below, Gilbert Andres is online and Ann Jones is offline. Can you see the difference? Ann Jones folder has been temporarily removed from the CARE central database and stored on the laptop database.
Turn to the next page to practice searching for cases in CARE.
SEARCH
Search for your Caseload
When you are online, you can search for clients in many ways. You can search for your own clients, or for any client in any office in the entire state.
Search for your clients – Worker Caseload tab:
- Pull down the Action menu and choose Client Management. The Worker Caseload tab automatically displays all your clients if you are the primary case manager.
- If you are a member of a team, the Worker menu can be pulled down to select a different primary case manager. (Instructor will demonstrate using the steps below – the Instructor is on your teams.)
Search for clients if you are a member of the team:
(Instructor will demonstrate.)
- Pull down the “Worker” menu. This menu will list other primary case managers who have you assigned to their team.
- Choose a different primary case manager.
- Click the Search button. A list of clients will be displayed where you are a member of the team (and the selected worker is the primary case manager).
Note: To see the last names in alphabetical order, click on the column header (column name). If this is a long list, the sort may take some time. - Turn to the next page in the workbook to continue.
SEARCH
Search for any Client
Use the Client Management Search Criteria tab to look for a particular client. From this search screen, you can View a client, Transfer a client, or Intake a new client.
Search Criteria tab:
Search for any client – regardless of team assignment:
- Select the Search Criteria tab.
- Type a client’s name into the name fields and click the Search button. You can either click into the fields on the form, or press the [Tab] key to move around. (Press [Shift]+[Tab] to go backwards.) Try it!
You can type a last name (or partial last name) to search. If you misspell the client’s name, or you don’t know the correct spelling, the search feature uses a “sounds like” utility so that it will list a variety of names close to the one you typed.
Note: We are using the Training database, so there are not many clients listed. - Look under the “Edited By” column. This column will let you know if the client is currently available, or if someone else is working on them.
- Click the Cancel button to put the Search screen away for now.
Turn to the next page to add a new client (Intake).
INTAKE/CLIENT DETAILS
Does the Client already exist in the CARE central database?
- You will be working online to Intake a new client.
First, search to see if the client already exists in the CARE database: - Pull down the Action menu and choose Client Management.
The Search screen will be displayed. - Choose the “Search Criteria” tab.
- Type the client’s name into the name fields.
- Click the “All Offices” button. Note: You will be prohibited from doing an Intake unless you search “all offices” first.
- Click the Search button.
There should be no matches for the client that you would like to add: - You will see a dialogue box that says “No results found” and the Add/Intake button on the bottom of the screen will become enabled (black).
Note: You may see client names that are the same or similar to your client’s name. If you know none of these clients are yours, you can add the client.
Add a new client: - Click the Add/Intake button. You will see a dialogue box. You can choose to create a new client, or import an old client using the old client’s ID number. The only information that will import is Client Demographics. (You will practice importing old clients at the end of the class.)
- Click OK, and turn the page to continue.
INTAKE/CLIENT DETAILS