How do I update the organization division and the program pre-screening question list

This article will tell you how to update the organization division and program pre-screening question list.

When performing Intakes and Quick Referrals, Client responses provide
direction to which programs and services would best meet their needs. In order
to prompt for those responses a set of prescreening questions are used.

To set up the the Division and Program Prescreening Questions, the following
steps should be followed:

NOTE: for the purposes of this document, it is assumed the user has already
been provided with the proper Account Role and appropriate security rights to
access and make changes to the Organization screens.

Access the Organization:

• Click on Organizations in the Organization section of the Resources men

• Select an Organization by clicking on it’s Organization ID
• Select the Divisions and Programs tab

View the division list:

You can either edit an existing division or you can create a new division.

To Edit an Existing Division…

• Select an existing Division by clicking on the Division Name
• Click Edit and make your required updates
• Click on Save when completed with your updates and changes to the Division
• Click on Save to save your updates and changes to the Organization

The screening questions are now available for your use.

To create a new division…

• Click on Add a new Division by clicking on the ‘+’
• Enter a new Division Description (similarly, you can edit an existing Division Description)
• Select the Referral Category from the drop down list (similarly, you can updage or edit an existing Referral Category by selecting a new entry from the drop-down list)
• Select the Service Preferences by clicking on the box to the left of the service (you can add new service preferences by clicking on the ‘+’, then selecting a new service(s) to be added, and clicking on Select)

• Click Apply when you are completed with your selections

Access the Screening tab:

• Enter a Screening Narrative

Add, Edit, or Delete Screening Questions:

• To Add a Screening Question…

  • Click on the ‘+ to add a new screening question
  • Enter a Screening Condition
  • Check the Required box if this condition is required to participate in the division
    

• To Edit a Screening Condition overwrite the text

  • Remove the Required checkmark if appropriate.

• To Delete a Screening Condition…

  • Check the box to the left of the Screening Condition
  • Click the ‘-‘ to delete the entry

• Click on Save when completed with your updates and changes to the Division

• Click on Save to save your updates and changes to the Organization

The screening questions are now available for your use.

To view the questions in the system…

• Select a Client
• Click on Quick Refer (found on the Client profile page, towards the upper right)
• Expand the Divisions & Programs
• Check the box to the left of the program you wish to view
• Click Submit

The Division & Program Screening Questions will be displayed.