Explanation

Staff Home is the home page that opens automatically upon logging into CT|One it can also be accessed at any time clicking the Staff Home icon. The Staff Home contains all of the information a clinician needs to complete their daily tasks.

Access:

The Staff Home window consists of seven default tabs and three conditional tabs.  Appointments  Displays the clinician's scheduled appointments and assigned tasks, allows for viewing their clinical supervisions and setting their CT|One PIN for electronically signing progress notes and forms.  Active Clients  Lists the clinician's assigned clients and provides access to

Groups 

Conditional tab that is present when the clinician is listed as a facilitator on the Group Maintenance window. This tab allows for entering group progress notes. 

Required Actions 

Displays system generated alerts the user is responsible for managing. 

Supervision 

Conditional tab that displays when the user is marked as a supervisor in their Staff Master record. Provides a list af supervised staff and management tools. 

Unsigned 

Provides a list and access to the clinician's unsigned progress notes and forms. 

Notes Under Review 

This tab is used in the note audit process the reviewer will access notes from here and the clinician can monitor their audited progress notes. 

Staff Notes 

Allows for entry of indirect services and no. 

Packets 

This tab will display a list of packets that need to be completed. The content of this tab is dependent on system configuration and is not used by all agencies. 

Residential 

If the user has access to sites that are designated as residential/inpatient the beds for each site along with the client currently assigned to the bed is listed.

ACTION MENU

The following action menu is available on the Appointments, Active Client List and Required Actions tabs. To open the action menu right click on the client. 

Add Progress Note 

Opens the Progress Note entry window. The session information fields auto-populate with the information from the scheduled appointment when the action is initiated from the Appointments tab. 

Review Notes 

Opens a note review window for quick access to view a client's progress notes. The last five progress notes are populated as the default. The window Provides additional filters to present additional notes. 

Open Medication Window 

Opens the Medication Window for the clicnt. 

Write A Quick Note 

Opens the Quick Note entry window. 

Bulk Packet Create 

Opens the Bulk Packet Create maintenance window.

Diagnosis History 

Opens the client's current diagnosis update form in view only mode. 

Client ToDo List 

Opens a list of items of the client attention. Double clicking a task opens the task.

APPOINTMENTS TAB 

The appointments tab displays the clinician's scheduled appointments and assigned tasks, allows for viewing their clinical supervisions and setting their CT|One PIN for electronically signing progress notes and forms.

SCHEDULED APPOINTMENTS 

As a default the display is the current date. Use the arrows to change the date. The checkmark icon will return the display to the current date. 

Best practice for a scheduled appointment is to write the progress note from the Appointments tab. 

Note: Double clicking a client will open their client chart.

TASKS 

The bottom half of the Staff Home window presents the assigned tasks. Refer to the Task Guide for instructions on managing tasks. 

Clicking on a column header will sort the tasks by that column. 

Double click a task to open the task. 

HR

Clicking on HR will open the users Staff Employment File that contains documented clinical supervisions. Double click the note to view the clinical supervision.

PIN 

To electronically sign progress notes and forms a PIN is required. Clicking PIN opens the PIN entry window. 

A user can change their PIN at any time if the current PIN is known. If a PIN is forgotten contact the agency 

designated CT|One administrator to request a PIN reset. 

The Old PIN field will be greyed out at initial PIN creation and when a PIN reset has been requested. 

1 . Staff ID: Enter your Staff ID.  2. New PIN: Enter a series of alphanumeric characters that is at least 5 characters but does not exceed 8 characters.  3. Reenter PIN: Enter the alphanumeric series that was entered in the New PIN field.  4. Click 0K.

ACTIVE CLIENT LIST 

Provides a list of active clients assigned to the staff member. The list is populated from the Managing Therapist and Client Contacts of the Client Status Form. 

Note: Double click a client will open their client chart. 

Position 

The default is Managing Clinician and the role is from the Managing Therapist field on the Client Status form. 

Additional roles are internal contact types and. The number afer the role indicates the number of assigned clients for this role. 

Search 

Enter text to filter the list of clients instead of using the scroll bar to locate the client. 

Hover over the blue information icon to display the client's DOB, age, phone number and emergency contact information.

GROUPS 

The Groups tab is a conditional tab that is present when the clinician is listed as a facilitator on the Group Maintenance window. This tab allows for efficient entry of group progress notes. Client's currently enrolled in the group via the Client Status Form are displayed for each group. 

Note: Double clicking a client will open their client chart. 

REQUIRED ACTION

This tab lists client based actions that required by the clinician. When the Staff Home is opened the tab will present as the active tab and highlighted in red when there are alerts present. 

VIEW ALERT 

Clicking on an alert displays the details in the Alert Information tab.

Original Alert Date: The date the alert first presented. 

Last Alert Date: The most recent date the alert presented. This date 

Due Date: The date the alert needs to be addressed. 

Client ID and Client Name: Indicates the client the alert is for. 

Comments: Indicates the reason for the alert, see the descriptions above. 

REMINDER ALERT 

The alert can be set to re-alert at a later date similar to hitting snooze on an alarm clock.

1 . Click on the alert to select.  2. Open the Re-Alert Options tab.  3. Click the Override Default Re-Alert radio button.  4. Click the Re-Alert in radio button.  5. Enter the numerical value in the first field.  6. Select the timeframe in the drop down.  7. Click the Update Alert button.

COMPLETE ALERT 

Upon completion of the alert it can be removed from the list.

1. Click on the alert to select.  2. Open the ReAlert Options tab.  3. Click the Mark as Read radio button.  4. Click the Update Alert button.

READ ALERTS 

This tab displays a historical list of alerts that have been read.

SUPERVISION 

The Supervision tab is a conditional tab that is present when the user is marked as a supervisor in their Staff Master Record. A list af the supervised staff is present along with the number of their unsigned progress notes.

Actions 

• Double click on a staff toopen their Staff Home window. 
• Right click on a staff opens the Action menu. 

ACTION MENU 

Staff Supervision Note: Opens the clinical supervision note window for recording clinical supervision. 

Staff Employment History: Open the staff member's employment record for viewing previous clinical supervisions. 

Multi-Staff Supervision Notes: Opens the Multi-Staff clinical supervision note for recording group clinical supervisions. 

UNSIGNED

The Unsigned tab provides the staff member with a list and quick access to unsigned progress notes and forms. 

This tab also allows the user to view and sign with a single entry of their CT|One ID and PIN. 

Double click on a progress note or form to open, view, edit and sign. 

REVIEW ALL

This function allows staff to review and sign multiple progress notes and forms with a single ID and PIN entry. To use this function the staff member must have a hand written signature entered on the Identity tab of their Staff Master record. 

1. Click the Review All button. 
2. Click on an item in the Unsigned List to view the document. 

Note: To edit the progress note or form click the Open button. Closing the progress note or form window will return you to the Sign All window. 

3. 15 the form or progress note ready to be signed? 
   1. Yes: Click on the next item in the list, the Detail column will turn green to indicate the document is ready for signature. 
   2. No: Click the Leave Unsigned button, the Detail column will turn yellow to indicate the document was reviewed but is not ready for signature. 

Note: if the progress notes is a Smart Template note and the required fields are not completed an error will present noting you cannot sign the note.

4. Repeat steps 2 - 3 until you are ready to sign. 

5. Click the Sign All button. 

6. The Finalize Form window presentsi enter your staff ID and PIN. 

7. Click 0K. 

8. The documents highlighted in green have been signed and removed from the Unsigned List. 

NOTES UNDER REVIEW 

This tab is used to manage progress notes during the note audit process. The number on the tab indicates the number of notes awaiting review for the note auditor. These notes are accessed by clicking the Reviewer Notes button. 

The author of a progress note that is included in the note audit process will see their returned notes and pending notes on the Notes Under Review tab. 

Reviewed Subtab: Displays the progress notes that have been rejected by the note auditor. 

Waiting Review Subtab: Displays progress notes selected for note audit but have not yet been reviewed. 

Please reference the Note Audit Workflow guides for management of progress notes in the note audit process. 

STAFF NOTE

The Staff Note tab is for recording indirect dient or non-client production time (i.e. staff meetings, trainings, etc.) 

The Total Hours for the day are calculated as progress notes are completed and signed. Use the date arrows to view or enter a Staff Note far a different date. 

Client Hours : Progress Note hours  Group Hours Group Progress Note hours  NonClient Hours : Staff Note hours

ENTER A STAFF NOTE 

1 . Click the Add Staff Note button.  2. The Staff Note Entry window presents.  3. Enter the date of service.  4. Enter the start and stop time.  5. Select the Type of Service. Only service types  set for Staff Notes will present in the drop down list.  6. Select the Facility.  7. Staff field will populate with the current user.  8. Enter a description of the activity in the Notes field. This is a required field.  9. Click Save.  10. The Finalize Form prompt presents. Enter your Staff ID and PIN to sign and complete the note.

PACKETS 

The Packets Tab displays a listing of the client packets and are populated by the Repeat Packet automated process. 

See the Repeat Packet Maintenance guide for set up steps. 

Double click the packet to open and complete the form. 

RESIDENTIAL

The Packets Tab displays a listing of the client packets and are populated by the Repeat Packet automated process. open their client chart.