PROGRAM
INTAKE
Pre-Intake Screen Consent
Client/Guardian/Conservatorship Portal Setup
Client Portal Management
Sending Documents to Portal
Consent for PIN
Demographics
Support Plan
Outcome Tools
Financial Agreement
CSSRS (Screener)
Client Informed Consent for Medication
Self-Admin Medication Competency
Health Assessment
Contacts and ROI
Admission Agreement
Personal Property Inventory
House Checkin
Client Orientation
Inventory Medication
Episode (All Options)
Pharmacy
Prepping for an Intake
Medical Support
DAILY OPERATIONS
Passdown
Group Notes (Through Calendar and Chart Creation)
Upload Files
Outcomes Tools
Print Face Sheet
Recovery Map
Census
Calendar (Overview for program staff, how to start a virtual appointment)
Medication Management
Medical Support
eMars
DISCHARGE
Outcomes Tools
Self-Admin Medication Competency
House Checkout
Personal Property Inventory
CLINICAL
INTAKE
Comprehensive Assessment
CSSRS (Lifetime)
Observation Status Change
Safety Plan (Moderate-High Risk C-SSRS)
Diagnosis
DAILY OPERATIONS
Individual Session (Therapy)
Family/Collateral Session (Therapy)
Outcomes Tools
Client/Guardian/Conservatorship Portal Setup
Client Portal Management
Upload Files
Group Notes
Contacts and ROI
Support Plan
Continued Care Plan (CCP)
Treatment Plan
Treatment Plan Review
Treatment Team Review (TTR)
Client Support Note
Mentor Support Note
Recovery Map
Census
Calendar (Overview of Block/Appointment/Group)
Telehealth Session- (Appointment Creation & Document)
Telehealth Session- (Start a Telehealth Group Session & Document)
Medical Administration
eMars
DISCHARGE
Discharge Summary
Confirming Discharge
MEDICAL
INTAKE
Health Assessment
CSSRS (Screener)
Outcomes Tools
Inventory Medication
Diagnosis
Pharmacy
DAILY OPERATIONS
Client/Guardian/Conservatorship Portal Setup
Client Portal Management
Group Notes
Contacts and ROI
Upload Files
Medication Order
Client Informed Consent for Medication
Verbal / Telephone Medication Orders Note
Group Session Note
Outcomes Tools
Inventory Medication
Census
Calendar (Overview of Block/Appointment/Group)
Telehealth Session – (Appointment Creation & Document)
Telehealth Session – (Start a Telehealth Group Session & Document)
Pharmacy
Medication Management
Medical Support
Medical Administration
DISCHARGE
Reconciliation (Discharge)
LOG OUT
Personal Property Inventory
LIGHTNING STEP TRAINING VIDEO – PERSONAL PROPERTY
LIGHTNING STEP TRAINING VIDEO – LOGGING CLIENT CASh TRANSACTIONS
LIGHTNING STEP SLIDE SHOW
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House Checkin
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