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CAIRS Access to Recovery PROVIDER USER MANUAL

1. Selects 506 JLB 3499 Active 507 JLB 3500 Active 3508 JLB 3501 Active Diangelo 3509 JLB 3502 Assessment Ursula Davis 3510 JLB This is a sample screenshot of the Client Information Listing Page Eligibility Tool Assessment Administration Knowledge Base Client Information Home gt Assessment Client Information Back View Edit Client Profile View Edit Client Profile button This client has not yet been assessed This is a sample screenshot of the Voucher Information Listing Page 34 KIT Solutions 2013 5 Click the Edit button from the left toolbar 6 Some fields will be filled in for you based on the client profile entered in the Eligibility Tool 7 Update the client s General Information a b C d Enter the client s first name in the First Name field lf desired enter the client s middle initial in the Middle Initial field Enter the client s last name in the Last Name field Select the client s suffix if applicable from the Suffix dropdown list This is an optional field Enter the last 4 digits of the client s social security number in the Social Security Number field Enter the client s date of birth in the Birth Date field as mmddyyyy or select the date by clicking on the calendar Hie See Calendar section for further details lf known enter the maiden name of the client s mother in the Mother s maiden n
2. Step 2 Answer the following question UserID taccount Question training password You will receive a message that your password has been reset An email will be sent to the email associated with the User ID with a link to reset the password See era Account Activation for details on resetting your password This is a screenshot of the Password Recovery Screen Tips e lf you have not activated your account you will not be able to use the Forgot Password feature e Password Answers are case sensitive CAIRS ATR Provider User Manual 21 KIT Solutions 2013 Account Activation Your login information is created for you by your system administrator IT Manager In order to log into ATR for the first time you will need to activate your account first 1 Once you have been informed by your system administrator that an account was created for you check your email s inbox You should receive an email with instructions for activation 2 Click the activation link within the email to activate your account 3 Enter your password into the Password field It must contain the following a Minimum 8 characters in length b Must have 1 upper case character c Must have 1 number d Cannot use User ID as part of password Retype the password in the Confirm Password field Enter your password question into the Password Question field Enter your password answer into the Password Answer field Click the OK
3. This is a sample screenshot of the LogMeln file download message Tips e You will need to install the LogMeln applet in order to connect with Support This is a free download The installation may take a few minutes CAIRS ATR Provider User Manual 81 KIT Solutions 2013
4. 2 Click the L_Femues suspension Request Suspension button Extension Days L 3 Select a reason for the suspension from the Suspension Reason dropdown list This is a screenshot of the Voucher Suspension Page 4 Enter a brief description of your reason in the Additional Details field 5 Enter the number of days the suspension is needed for in the Extension Days field 6 Click the Submit button Note To cancel the request click the Cancel button Request Reactivation You may request to have the voucher service plan be reactivated by CAIRS staff so that billing can be completed This link will only be available for vouchers that are Request Details currently set to Inactive or In Suspension Status due to inactivity no billing performed for more than 90 days or a previous suspension request on the voucher This is a screenshot of the Request Reactivation Page 1 Click the Request Reactivation link from the Service Plan Information box within the Voucher Service Plan 2 Click the LavaReaes_ Add Request button CAIRS ATR Provider User Manual 52 KIT Solutions 2013 3 Enter a reason for reactivation in the Request Details field 4 Click the Submit button Note To cancel the request click the Cancel button Change Request You may request to add a service with a different provider to a voucher service plan or ask for permission from CAIRS staff to add an additional s
5. Client Phone b16 _ 555 1985 x Emergency Phone E 555 1985 x This is a sample screenshot of the Eligibility Tool Edit Form 1 From the Eligibility Tool Edit form click the Eligibility Screening button Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Support Eligibility Check Home Eligibility Tool gt Eligibility Check Back Indicates Required Field Client Ursula Davis 2 Answer each of the questions that appear 3 Select the checkbox at the bottom of the screen to confirm your answers are correct Click the Check Eligibility button at the bottom of the page 5 Click the Back button to return to the Eligibility Tool edit form 1 Which of the following forms of written verification is on file that the applicant is a current and primary resident of the State of California Valid Driver s License or Identification Card Current utility bill school record employment record or housing record Letter signed by the tribe verifying residency Note signed by the client verifying homeless status Other record deemed appropriate by CAIRS None 2 Is the applicant an enrolled member of a federally recognized tribe If Yes specify tribe name Applicant is an enrolled member of a federally recognized tribe Descendant of an AIAN person AIAN resident of Calfornia who holds trust interests in public domain natio
6. Make any changes needed to the details Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button 7 Click the Back button to return to the Listing page or pi CAIRS ATR Provider User Manual 31 Eligibility Tool Assessment Services Administration Knowledge Base Support Eligibility Tool Home gt Eligibility Too Advanced Search MN E E I n Jones Select button Eligible Stone Thackery Not Eligible Not Eligible This is a sample screenshot of the Eligibility Tool Listing Page Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Eligibility Tool Home gt alias Tool pad Save button Indicates Required Field First Name Theo Last Name Cien Phone 6 eS 298 x _ Client E mail This is a sample screenshot of the Eligibility Tool edit form KIT Solutions 2013 Eligibility Tool Assessment Services Administration Knowledge Base Support Eligibility Tool Home gt Eligibility Tool Deleting a Client Advanced Search es iie ee e _ Brown Kelly Eligible Joh a Not Eligible Select button Eligible gt Selectbutton a Stone Thackery Polly Not Eligible Young Terrance Not Eligible This is a sample screenshot of the Eligibility Tool Listing Page 1 Click Assessment fro
7. Advanced Search Select Kelly Eligible This is a sample screenshot of the Eligibility Tool Listing Page Eligibility Tool a Home gt Eligibility Too Cancel Indicates Required Field First Name iti mm Em mn Last Name Suffix yl EJE Po ADO O This is a screenshot of the Eligibility Tool edit form Client Phone Emergency Contact Emergency Contact Relationship Emergency Phone Client E mail State seg Security Number Birth Date mms ME This is a screenshot of the Eligibility Tool edit form KIT Solutions 2013 Security Number field 16 Enter the client s date of birth in the Birth Date field as mmddyyyy or select the date by clicking on the calendar See Calendar section for further details 17 Enter the maiden name of the client s mother in the Mothers Maiden Name field 18 Click the Save button from the left toolbar Note To exit the screen without saving any details click the Cancel button 19 Click the Back button to return to the Listing page CAIRS ATR Provider User Manual 30 KIT Solutions 2013 Editing a Client 1 Click Eligibility Tool from the Menu 2 Select the client you wish to edit by clicking the sees Select button to the left of the client s name Click the Edit button from the left toolbar The client will appear in the edit mode
8. Location Training Location 95 Outpatient Recovery Support Eligibility Needs Assessment amp Locator Information Residential Rehab 14 Day inpatient Residential Treatment After Care Six Month Follow up GPRA Client Incentive successful contact amp completion After Care Six Month Follow up GPRA Provider Incentive successful contact amp completion Recovery Support Anger Management Education Group This is a sample screenshot of the Services Provided page Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Edit Save Provider Jodi Training Location Jodi Training 1 This is a sample screenshot of the Service Information page 67 KIT Solutions 2013 Change Password The Change Password module allows the user to change the password on the account they are currently logged into 1 Click Administration from the Menu es MI cil mtn a leech ai o th 2 Click Change Password from the Administration Landing Page legs plena 3 Enter the current password for the account in the Current Password field 4 Enter a password you would like to use in the New Password field ee 5 Re type the new password in the Confirm New Password field Confirm New Password 6 Click the Change button Note To exit the screen without saving any changes click the Cancel button Change button successfully Click OK to
9. and its various implementing regulations Note If you sordo to log in click the Log Off button By accessing this site you are agreeing to comply with the above referenced statutes and regulations Please be advised that any unauthorized use disclosure or failure to maintain the confidentiality of the information contained herein shall subject you to any and all applicable sanctions OK butlon E a En This is a screenshot of the System Use Agreement Screen CAIRS ATR Provider User Manual 17 KIT Solutions 2013 Service Announcements The Service Announcements that are located on the Login Page are there to notify users that the Service is receiving any necessary server updates The Service may be down for a short period of time which means you will not be able to log into the Service or save any data at that time service Maintenance typically occurs once a month CAIRS ATR Provider User Manual Login to get started This is the CRIHB ATR3 Demo version Click here to go to the Live version li Forgot User ID Click Here Forgot Password Click Here Server Maintenance Hormal Maintenance on Sunday 4 17 2011 10PM to 44M EST Server Maintenance Normal Maintenance on Sunday 5 15 2011 10PM to 44M EST Customer Support Unavailable Holiday on Monday 5 30 2011 Server Maintenance Normal Maintenan
10. ID EL a PAA Submit button Voucher Start Date 01 11 2011 Voucher Dependencies link l o Referral Src UE Voucher End Date Submission History button 11 Click the Back button to return to the Listing page Allotted Cost 0 00 il pu Fiscal Contact This is a partial screenshot of the Voucher Service Plan Page Tips All Voucher Service Plans will automatically receive the Six Month Follow up GPRA services Please fill out the number of sessions and add a location for the services before submitting for review You are able to bill for one session for each of the Six Month Follow up GPRA services lf a client has been inactive no services have been entered for 90 days after the First Issue date Voucher Start Date then the voucher s status on the Client Registration page will be updated to Inactive Please contact CAIRS staff to have the client reactivated or in the Voucher Suspension section fo the Voucher Service Plan you can submit this request to CAIRS staff Once a service plan has been submitted an email will be triggered to the Fiscal Contact CAIRS staff informing him her of the services associated with the client Only the Location associated with the service will appear within the Billing module If a service does not have a Location associated with the service that service will not be available within the Billing module If changes are made to the Voucher Service Plan it
11. arrested for drug related offenses 6 Once you have answered all the questions click the Finish button E3 n the past 30 days how many nights have you spent in jail prison i a ae _ sectionF E4 In the past 30 days how many times have you committed a crime Please Select v 7 Click the Exit button to return to the Client Information Listing page T e ae E6 Are you currently on parole or probation This is a screenshot of the Intake GPRA Survey Below are the buttons that allow you to move within the GPRA Surveys This button moves you to the page directly after the one currently on This button moves you to the page directly prior to the one currently on CAIRS ATR Provider User Manual 45 KIT Solutions 2013 Tips e Clicking on the Next button will automatically save the current page e f you leave the survey without completing it you can return and continue where you left off e Click one of the Section buttons L_s _ to go straight to that section s questions e Once the GPRA survey has been completed the Administer link will say Review CAIRS ATR Provider User Manual 46 KIT Solutions 2013 Eligibility Tool Clients Billing Reports Administration Knowledge Base Support Client Information Home gt Clients gt Client Information Upload Signature Forms The Upload Signature Forms are the Choice and Confidential Release Forms which E vs 06 29 2011 06 29 2011 03 21 201
12. button You will now be taken to the Login Page Note You will receive a confirmation email that your account has been activated NO Op pi e CAIRS ATR Provider User Manual Subject CRIHB ATRS Account Activation A new account at https kitservices3 kithost net CRIHBATR Demo has been created for you Your new user name is rgrove Click the ink below or copy and paste it into your browser s address bar to activate your account If you did not request that this account be created on your behalf contact KIT Support immediately https latservices3 kithost net CRIHBATR Demo p ctrvate aspx le 3b0af28e c749 4632 9188 3174b6448c51lab76da51 adbd 4945 91c3 7008 ldcaD This will expire at 01 15 2011 10 12 14 AM aa l Activation link To ensure delivery to your inbox please add the folowing domain to your safe list whitelist katsolutions net If you are unable to add the domain to your safe list you may add CRIHBATRAdmin latsolutions net to your address book to help ensure successful delivery This is a sample screenshot of the activation email CAIRS California American Indian Forgot Pas sword Res et Note Password Answers are 0636 2602 ive This is a screenshot of the Account Activation Screen 22 KIT Solutions 2013 Tips e The activation link is only available for 72 hours If you did not click the link in time contact your system administrator to reset your password e lf yo
13. continue Tips e tis important to remember that passwords are case sensitive e Passwords must have a minimum 8 characters in length have 1 upper case character have 1 number and cannot use User ID as part of password e You will be prompted to change your password every 90 days CAIRS ATR Provider User Manual 68 KIT Solutions 2013 Eligibility Tool Assessment Administration Knowledge Base Password Reset The IT Manager has the ability to reset passwords for any staff account excluding ss desea the IT Manager s own account If you have forgotten your password and the Forgot 7 gt Add button Password feature is not allowing you to change your password please contact your A Rm Warren 5 peeers IT Manager to have your password reset Click Administration from the Menu Click Staff from Administration Landing Page Select the staff member that needs their password reset by clicking the Select button to the left of the staff member s name 4 Click the Reset button 5 An email will be sent to the staff member with a link to reset the password This is a sample screenshot of the Staff Listing Page Tips e To locate your IT Manager please review the Manage Provider page e fthe IT Manager needs the password reset for the IT Manager s own account please contact CAIRS Support CAIRS ATR Provider User Manual 69 KIT Solutions 2013 Manage Events The Manage Events modul
14. or drug use 2 What is most important for your recovery now C Stop using alcohol or drugs O Reduce or manage alcohol or drug use O Receiving support with my recovery O Maintaining my recovery This is a screenshot of the RSS Assessment Tool page Tips e To view or modify the RSS Assessment click the Review Online Assessment link from the RSS Assessment Tool page e To view or print a report of the Assessment click the View Assessment Report link CAIRS ATR Provider User Manual 43 KIT Solutions 2013 Completing the GPRA Interviews There are several GPRA interviews associated with the client You must start with the Intake GPRA interview for each new client The links for each GPRA should become available when it is time to fill them out Administer Intake GPRA Completed once the client is flagged as eligible to receive treatment through ATR This is sent to SAIS once the voucher is Active The Intake GPRA must be completed in one day not 24 hours For residential treatment providers the Intake GPRA must be conducted within 1 3 days after entering the program For other Providers the Intake GPRA must be conducted within 1 4 days after entering the program It must be conducted face to face with the client The client should not fill out the intake GPRA Administer Follow Up GPRA Completed between 150 and 240 days after the First Issue Date Voucher Start Date Federal requirements for the Foll
15. screen O KIT Solutions 2013 Forgot Password If you are unable to log into the ATR application due to forgetting your Password you can retrieve this information by clicking the link entitled Click Here next to Forgot Password 1 Type the login name provided by your acting administrator in the User ID field 2 Click the OK button CAIRS ATR Provider User Manual California American Indian Recovery Services Login to get started This is the CRIHB ATR3 Demo version Click here to Click here to go to the Live version to the Live version Server Maintenance Normal Maintenance on Sunday 4 17 2011 10PM to 44M EST Server Maintenance Normal Maintenance on Sunday 5 15 2011 10PM to 44M Customer Support Unavailable Holiday on Monday 5 30 2011 soaa Forgot User ID Click Here Server Me Forgot Password link on Sunday 6112 2011 10PM to 4AM Forgot Password Click Here Forgot Password Click Here This is a screenshot of the Login page California American Indian Recovery Services Password Recovery Step 1 Enter your User ID User ID This is a screenshot of the Password Recovery Screen KIT Solutions 2013 9 CAIRS sen a i American Indian 3 Enter the answer to the password question you specified when your account was activated in the Answer field MAREA Password Recovery 4 Click the OK button
16. tects le sae ahaa heel La Gel ad ali aleve eel oe Me daa a zs bANoLea lal Decal Leah riba sielh tall deca mle a a A 80 EA 81 CAIRS ATR Provider User Manual 3 KIT Solutions 2013 TIPS FOR USING THE APPLICATION EFFECTIVELY Recommended Computer Settings Screen Resolutions You will get the best screen layout if you set your PC monitor settings to 1024 X 768 or larger If your screen resolution is smaller e g 800 x 600 pixels everything on the screen will appear larger But if you use 800 x 600 pixels you will have to scroll more both up and down and left and right to access all the data fields Pop Up Blockers Modern computer security technology and usability features development have led to pop up blocking Although this new feature of Internet browsers toolbars and other 3r party managing software blocks hazardous and annoying pop ups sites like the ATR application require pop ups to be able to function If your pop up blocker is enabled then there is a possibility that the ATR application may not function or appear properly You should either disable the pop up blocker while using the ATR application while remembering to enable it if desired when not using the ATR application or create exceptions for the pop up blocker Although enabling and disabling the pop up blocker may be cumbersome it may be easier than making exceptions to the pop up blocker To create exceptions for the pop up blocker open your internet browser wind
17. within the Service Menu Looking at a ae ieii the example the service record is associated with the Treatment Service Type The Total Remaining hierarchical view was designed to simplify these tasks 2 gt E Individual Counseling 30 minute E Group Counseling Session e When first viewing the Listing Page you will need to click the plus sign to activate the hierarchy view The will become a minus sign and all the data will display below the link e Toenter edit or delete information within the link click on the desired link E AA This is a sample screenshot displaying a Hierarchy View Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Support Provider Detail Sin gl e F orm Vi ew Home gt Administration gt Ma Provider gt Provider Detail The Single Form View is used when the data entered is updated periodically Only one form is available and edited The Single Form View displays the fields on the Edit Form Provider ID JLB1 Jodi Training 1 Provider Name Jodi Training Add Location e The form can be edited at any time but you must click the Save button ess CESS Cd to update the data E a State California This is a sample screenshot displaying a Single Form View Page CAIRS ATR Provider User Manual 10 KIT Solutions 2013 Edit Forms The Edit Form contains the fields for entering and editing data The buttons for saving can
18. 2 3 205 00 52 980 00 Active grant permission to client information These forms are included in the Client Enrollment Application Uploading the Signature forms is an optional task pea Upload Signature Forms Upload Signature Forms link View Edit Create Voucher Service Plan 1 From the Client Information page click the Upload Signature Forms link ere Administer Discharge GPRA This is a sample screenshot of the Voucher Information Listing Page Eligibility Tool Clients Billing Utilize Data Administration Knowledge Base Support 2 To upload a document click the Add button Upload Signature Forms 3 Click Browse button to browse your computer for the signed document Upload button a After clicking the Browse button the Choose Files window opens displaying your files Select the file and then click the Open button 4 Click the Upload button 5 Click the Back button to return to the Listing page This is a screenshot of the Upload Signature Form Page Tips e f you have a pop up blocker on your computer hold the ctrl key down while selecting any button used to view the forms e g Confidential Release Forms PDF etc CAIRS ATR Provider User Manual 47 KIT Solutions 2013 View Edit Create Voucher Service Plan The Voucher Service Plan is used to associate the services that the client will receive with the Provider This is not use
19. 3 This is a sample screenshot displaying a Listing Page 4 Change Password CAIRS ATR Provider User Manual 6 KIT Solutions 2013 Landing Page When first entering a main module you will see a list of the entire submenu categories associated with that module This is called a Landing Page The Landing Page of each module provides a description of what can be done in that module as well as listing each submenu category as a link to the Listing Page and entry forms For more information on the Listing Pages see the Listing Page section No data is entered on the Landing Page To open a category e Click on the Submenu Category Landing Page link Tips o Hide Pageinfo Allows the module description to be hidden from view e Show Page Info Places the module description back in view CAIRS ATR Provider User Manual Eligibility Tool Assessment Services Utilize Data Administration gt MIME Administration Home gt Administration Staff Create or modify staff information that includes role permissions Manage Provider Submenu Category link Manage Provider here Change Password Allows the logged on user to change his her password Manage Events Events Manage Messages Create and modify messages for the Message Board on the Home page This is a partial screenshot displaying a Landing Page O KIT Solutions 2013 Listing Page After selecting a category from the Landing Pag
20. CAIRS Access to Recovery PROVIDER USER MANUAL VERSION 1 3 FEBRUARY 2013 888 776 olutions cairssupport kitsolutions net 5700 Corporate Drive i TABLE OF CONTENTS Tips Tor Usno the Application o A sadenl std ace bidder E cleanse uatie talent dines 4 Recommended Comper Settings ce ost wil ae ec la Seatac aaah tl ale ae ci 4 APPICaUON NAO ALAC A A AAA dn aguas cle iad encased ii 5 MA O o nea oe 6 LANGUES COPPER no OA 7 OSI NN 8 A II ee eee eee ee re ee oe re eee 11 Dala FEOS ANG BUS A A AAA ee ee 12 q E e 14 ACA o la 14 LIPOCR iio 16 Sence AMoUNce MENS rra aiii 18 FOO USER Dina AAA 19 FONOS WO rr racistas 20 ACCOUNACIV AMM A A A eee ee eee ere 22 POMO COEN On PP E OO ED RA 24 A PPP ni e 28 A ee 29 O EREE E ees cect ete A 5 O 31 A o CO eet E eee ee ee eee ee ee eee ere 32 A cate aera ik age tec e Eo a eae ease etal asd aes aetd 33 VNC APA A e O E E O 34 A A o ali 34 Updating in eeerise ree are er mee eer rete i te ne ne eee ee ene oe eee eee 34 ER E o O 37 AU A o eat cece 40 en a e E t EEE o A 41 SES AA oo A NE 42 Completing Me GA Mee WS E 44 A E PE O ena oe ee eens 47 WWE Irede VO UGC Vase WIGS larisa tota eed 48 BMN ee o un reer eer rer era eee er tere Re ee E eer ie eee ee eee rece ee epee reer es eee ere errr eer 54 ROTE SIMIC SF AA PP A ao 54 CAIRS ATR Provider User Manual 2 KIT Solutions 2013 e satis ducsoesnatiesseaceeeeied 56 Deleting ASES A de 57 QUIZ ND A hacia po
21. Government 4 Browse the Web Sources List for the website you would like to visit Center for Substance Abuse Information on funding model programs technical assistance workplace issues public education 5 Click on the link of the name of the Web Source Treatment CSAT Programs and announcements for the prevention field s i Centers for Disease Controis m li text articles from the Morbidity and Mortality 6 A new window will open displaying the website you chose res and heal statistics agency CDC Wonder allows t OO cq pan raged opinanew sl pti 7 To close the new website window click on the ES X in the upper right hand n Drug Enforcement Agency Drug Enforcement Agency DEA corner National Institute on Alcohol Information on research programs publications press releases FAQ s conferences and events and Abuse and Alcoholism data sources NIAAA This is a partial screenshot of the Web Links Listing Page Tips e lf you have a pop up blocker on your computer hold the ctrl key down while selecting any button used to view the websites e On the left column of the table is the Web Source link and on the right column of the table is a description of the website CAIRS ATR Provider User Manual 77 KIT Solutions 2013 Library The Library section is a repository of commonly requested documents and other general documents that ATR would like to make available Use the following instructions to view the
22. Library section Click Knowledge Base from the Menu Click Library from the Knowledge Base Landing Page select a category from the Choose Category dropdown list select the document you would like to view by clicking the link of the document Name 5 The document will open as a new word document a Click the print button to print the document b Click the disk button to save the document c Toclose the doc window click on the 3 X in the upper right hand corner gt o DP Tips e The documents in the Library section are updated at the state level CAIRS ATR Provider User Manual Eligibility Tool Library Home gt Knowledge Base gt Library Choose Category Name Assessment Services Utilize Data Administration Knowledge Base Support Client Application Document Name link 01 10 2011 11 56 58 AM 01 10 2011 11 56 58 AM Clinical Services Definitions l 01 10 2011 01 44 42 PM 01 10 2011 01 44 42 PM Recovery Support Services Definitions 01 10 2011 01 44 31 PM 01 10 2011 01 44 31 PM Sign In Sheet 01 10 2011 11 57 13 AM 01 10 2011 11 57 13 AM Treatment Plan 01 10 2011 01 44 53 PM 01 10 2011 01 44 53 PM This is a screenshot of the Library Listing Page KIT Solutions 2013 Location Directory The Location Directory section allows you to view details on the differe
23. Plan Information links window will open showing a history of changes made who made the changes and when they were made To view specific details about the change click the View button next to the appropriate Change ID e Change Request Request to add a service with a different provider to a voucher service plan or ask for permission from CAIRS Staff to add a service to the plan For additional instructions see the Change Request section e Pending Services Services listed represent services in an approved change request that have not been added to the voucher service plan CAIRS ATR Provider User Manual 51 KIT Solutions 2013 Voucher Suspension You may request a suspension for a client voucher The voucher suspension can be used when a provider is aware that a client will be disengaging from whatever service for a set period of time client is being hospitalized incarcerated not yet ready for a service but the funds have been approved etc Requesting a voucher suspension will suspend the voucher for up to 90 days and hold the funds on the voucher until it is reactivated Once reactivated the time the voucher was in ania lai it cari llora suspension will add to the voucher end date extending the voucher life span for that suspended time period Additional Details 1 Click the Voucher Suspension link from the Service Plan Information box Po within the Voucher Service Plan
24. RS ATR Provider User Manual 15 KIT Solutions 2013 LOGIN PROCEDURE Connect to the Internet using an Internet browser In the Address field type in the following address and press Enter on your keyboard Live Data https kitservices3 kithost net CRIHBATR CAIRS California American Indian Recovery Services Login to get started Server Maintenance This is the CRIHB ATR3 Demo version Normal Maintenance os ji i ion on Sunday 4417 2011 10PM to 4AM 1 Type the login name provided by your acting administrator in the User ID field AS lest x User ID O Normal Maintenance 3 Click the Login button on Sunday 5 15 2011 10PM to 44M Customer Support Unavailable ee Holiday Loain button on Monday 5 30 2011 Forgot User ID Click Here Server Maintenance Geos tees Soap ETE NEE REKT Normal Maintenance Forgot Password Click Here on Sunday 6 12 2011 10PM to 44M y This is a screenshot of the Login page Tips e The User ID IS NOT case sensitive e The Password IS case sensitive CAIRS ATR Provider User Manual 16 KIT Solutions 2013 9 CAIRS California American Indian Recovery Services system Use Agreement The information on this website is confidential and protected as health care and substance abuse information 4 To enter you must read and agree to the System Use Agreement by clicking the ee a one ee eee omy oe Ok button ccountability Act 191
25. S ATR Provider User Manual Eligibility Tool Clients Biling Utilize Data Administration Knowledge Base Support Billing Home gt Billing Select button This is a sample screenshot of the Services Listing Page Eligibility Tool Clients Biling Utilize Data Administration Knowledge Base Client eligibility substance abuse screening locator information Add button Six Month Follow up GPRA Cire Sntive successi Contact amp COMP Six Month Follow up GPRA Provider Incentive successful contact amp completion a 30 Day Residential Treatment Adult or Adolescent Daily Billing This is a sample screenshot of the Services Page KIT Solutions 2013 Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Support Service Record Home gt Service Record Indicates Required Field A Client OO Treatment Guy 5 Fill in the required fields and any optional fields you desire Provider Incentive successful contact amp completion 6 Click the Submit button from the left toolbar 7 Click the Back button to return to the Listing page Issue Time LaLa Duration Hour s Minutes Staff Next Meeting Date iii Notes This is a sample screenshot of the Individual Counseling Service Page Tips e The clients that have your locations Location associated w
26. Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button 6 Click the Back button to return to the Staff edit form Tips Assessment Administration Eligibility Tool Staff Permissions Home gt Administration gt 5 Save button Save Apply Pre Defined Permissions Client Information Register Client Client Locator Tracking Form Assessment Tool Upload Client Picture Knowledge Base O No Permissit O No Permiss D No Permissi O No Permiss O Read Only Full O Full O Read Only Full Read Only Full This is a sample screenshot of the Staff Permissions Edit form When changing permissions the account must log out for the change in the permission level to take place CAIRS ATR Provider User Manual 62 KIT Solutions 2013 Editing a Staff Member 1 Click Administration from the Menu 2 Click Staff from Administration Landing Page 3 Select the staff member you wish to edit by clicking the Select button to the left of the staff member s name Click the Edit button from the left toolbar The staff member will appear in the edit mode Make any changes needed to the details Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button 8 Click the Back button to return to the Listing page et A CAIRS ATR Provider
27. Support Services Home gt Services Voucher 3500 Kelly Brown E Individual Counselino e Service Record 01 03 2011 10 00 E Group Counseling Session 10 9 This is a sample screenshot of the Services Page Assessment Services Utilize Data Administration Knowledge Base Support Eligibility Tool Service Record Home gt Service Record Save button Indicates Required Field A Client Recovery Support Guy Service Employment Development Location JLB1 Jodi Training 1 Ee 00 pm 155 Duration 1 Hour s 15 Minutes Service Date Issue Time This is a sample screenshot of the Individual Counseling Service Page 56 KIT Solutions 2013 Deleting a Service Record 1 From the Services Listing page click the Select button next to the voucher that has the service that needs deleted 2 From the Services Page click the amp plus sign next to the service type that needs deleted 3 Select the Service Record you wish to delete by clicking on the appropriate Service Record link The Service Record will appear in the edit mode 5 Click the Delete button from the left toolbar 6 You will receive a message asking if you are sure Click the OK button to continue deleting the client Note To cancel the deletion click the Cancel button Eligibility Tool Asses
28. Tips Password LoS ss This is a screenshot displaying the Staff Login Information fields This is a screenshot displaying the Staff Contact Information fields Setting the Status to Inactive is used to keep the staff members in the database for history purposes but removed from all of the staff lists on the forms When a staff member leaves your organization you will not be able to delete the staff member but you can change the Status to Inactive to remove their name from forms and prevent the staff member from entering the application If the email address is updated on the staff account the staff member will need to re activate their account CAIRS ATR Provider User Manual KIT Solutions 2013 Permissions The Staff Permissions module allows a user to assign permissions to access the forms within ATR 1 From the Staff Edit form click the Permissions button 2 Click the Edit button from the left toolbar 3 Select a permission role from the Apply Pre Defined Permissions dropdown list See the Apply Pre Defined Permissions section for additional information 4 If you wish to modify the pre defined permissions select the radio button next to the appropriate permission level for each module a No Permission staff member has no access to the module b Read Only staff member is able to view the data only c Full staff member is able to view add edit and delete the data 5 Click the
29. User Manual Assessment Administration Eligibility Tool Knowledge Base Staff Home Administration Staff This is a sample screenshot of the Staff Listing Page Eligibility Tool Assessment Administration Staff Home gt Administration gt Staff Knowledge Base Support Salutation Last Name First Name Status Credentials This is a sample screenshot of the Staff Edit Form KIT Solutions 2013 Eligibility Tool Assessment Administration Knowledge Base Staff Home Administration gt Staff Deleting a Staff Member 1 Click Administration from the Menu l _ l Te Select button 2 Click Staff from Administration Landing Page 3 Select the staff member you wish to delete by clicking the ses Select button z cive to the left of the staff members name sis Livingston blivingston This is a sample screenshot of the Staff Listing Page Eligibility Tool Assessment Administration Knowledge Base Support Staff Home gt Administration gt Staff Windows Internet Explorer Click the Delete button from the left toolbar 5 You will receive a message asking if you are sure Click the OK button to continue deleting the staff member Note To cancel the deletion click the Cancel button Credentials This is a sample screenshot of the Staff Page Edit Form Tips e You will not be able to delete a st
30. aff member if it is associated with any other details In this instance set the Status of the staff member to Inactive CAIRS ATR Provider User Manual 64 KIT Solutions 2013 Manage Provider The Manager Provider module allows the user to add and edit locations and contact and service information for providers and Locations This information only needs to be updated on an as needed basis Note The staff member with the admin permission level is the only person capable of editing this screen within each organization Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Manage Provider Home gt Administration gt Manage Provider Viewing and Editing Provider Details 1 Click Administration from the Menu oat cose Provider Name link 2 Click Manage Provider from the Administration Landing Page 2 JLB Jodi Training 3 Click the Provider Name link JLB1 Jodi Training 1 Providers 1 to 1 of 1 This is a sample screenshot of the Manage Provider Listing Page Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Support Provider Detail Click the Edit button from the left toolbar oO l POOP ee l Save button Edit the Provider Info to include your organization s information indicates Required Field select a staff member to serve as the primary contact for your organization from the Staff dropdown list Note The email work p
31. al task Upload Clinical Assessment Optional RSS Screening RSS Screening Assessment Optional Administer Intake GPRA Assessment link f j 1 g Upload Signature Forms 1 From the Client Information page click the RSS Screening Assessment link ewEtcreste voucher Seres Plan Administer Discharge GPRA Administer Admin Discharge GPRA This is a sample screenshot of the Voucher Information Listing Page Clients RSS Assessment Tool Home gt Clients gt Client Information gt RSS Assessment Tool Eligibility Tool Billing Reports Administration Knowledge Base Complete RSS Screening Assessment link 2 Click the Complete RSS Screening Assesment link Complete RSS Screening Assessment This is a screenshot of the RSS Assessment Tool page CAIRS ATR Provider User Manual 42 KIT Solutions 2013 Eligibility Tool Clients Billing Reports Administration Knowledge Base RSS Assessment Tool Home gt Clients gt Client Information gt RSS Assessment Tool f RSS Screening and Assessment Tool 3 Answer each question by selecting the radio buttons checkboxes dropdown lists or filling in the text boxes EAS Once you have answered all the questions click the Done button EA 5 Click the Done button to return to the RSS Assessment Tool page Oa sere nearer 6 Click the Back button to return to the Client Information page RNIN See en eee 2 3 a pe ven of alcohol
32. ame field Select the client s Gender using the dropdown list Select the client s race using the Race radio buttons select the client s veteran status from the Veteran dropdown list Note If Yes is selected new fields will appear i Select the branch of the service the client is was in from the Branch of Service dropdown list li Select the discharge status of the client from the Discharge Status dropdown list CAIRS ATR Provider User Manual Register Client Home Clients gt Client Information gt Register Client Locator Tracking Form Print First Name Middle Initial Last Name Suffix Social Security Number Last 4 Birth Date mm dd yyyy Mothers maiden name Gender This is a sample screenshot of the Register Client edit form Race P un o Alaskan Native American Indian Asian Black Cape Verdean Hispanic Latino Native Hawaiian Pacific Islander White 00000000 0000000 0 Veteran 35 Unknown 000000 0 Please Select v This is a screenshot of the Register Client edit form KIT Solutions 2013 8 Update the client s Contact Information a Enter the client s address in the Address field AE EA b Enter the client s city in the City field city c The State field is defaulted to CA ES g TE 1 g 1 i Zip Code 34209 d Enter the client s 5 digit
33. ax will populate with information added from the Staff module 4 Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button 5 Click the Back button to return to the Listing page CAIRS ATR Provider User Manual Eligibility Tool Assessment Services Utilize Data Administration Provider Detail Home gt Administration gt Ma Provider gt Provider Detail Knowledge Base Support Provider Detail Jodi Training Select button Provider Jodi Training Provider Info Provider ID select JLB1 Jodi Training 1 Provider Name Access Way 1 Sample screenshot displaying the Provider Detail edit form Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Support Manage Provider Home gt Administration gt Manage Provider Expand All Collapse All i a JLB Jodi Training Location Name link Add Provide JLB1 Jodi Training lt Prev Providers 1 to 1 of 1 Access Way 2 Sample screenshot displaying the Manage Provider Listing page Assessment Services Utilize Data Administration Location Detail Home gt Administration gt Manage Provider gt Location Detail ia Save button 212 Location Detail Jodi Training 1 Provider Jodi Training Eligibility Tool Knowledge Base Support Indicates Required Field Location Jodi Traini
34. ce on Sunday 6 12 2011 10PM to 4AM ag mam This is a screenshot of the Login page KIT Solutions 2013 Forgot User ID If you are unable to log into the ATR application due to forgetting your User ID you can retrieve this information by clicking the link entitled Click Here next to Forgot User ID 1 Enter the email address associated with your account in the E mail Address field 2 Click the Lok OK button You will receive a message that User ID information was sent to the email address specified An email will then be sent supplying you with the User IDs associated with the specified email address CAIRS ATR Provider User Manual 19 This is the CRIHB ATR3 Demo version y AIRS sr American Indian Login to get started oan Server Maintenance Normal Maintenance on Sunday 4 17 2011 10PM to 44M EST Click here to go to the Live version Server Maintenance Normal Maintenance oon Sunday 5115 2011 10PM to 44M Passwort EST Customer Support Unavailable Holiday Forgot User ID link Forgot User ID Click Here Normal es Forgot Password Click Here _ on Sunday 6 12 2011 10PM to 44M y This is a screenshot of the Login page 9 CAIRS sme e mee Indian User ID Recovery Enter your E mail address E mail Address SS This is a screenshot of the User ID Recovery
35. celling deleting printing and in some cases adding and editing are available at the top right of the page See the Data Fields amp Buttons section for additional details on the function of these buttons e f you clicked the Add button to enter new information into a form the Edit Form data fields will be blank e When selecting the Select button to view existing data the Edit form data fields will display the data entered selected previously These fields may be modified if needed CAIRS ATR Provider User Manual Eligibility Tool Assessment Administration Knowledge Base Staff Home gt Administration Staff Salutation Last Name First Name Credentials This is a sample screenshot displaying a blank Edit Form O KIT Solutions 2013 Data Fields and Buttons In the ATR application there are several fields boxes and buttons that are used to collect and store data Type Preview Description Text Field aka Text Box ffit in the blank Dropdown List aka Pull Down Menu Please Select E select one Radio Buttons Selected Not Selected Check Boxes Selected L Not Selected First Name po A yellow field denotes a required field Calendar Wy See the Calendar section for additional details It does not matter the order in which the above fields are filled in but if a required field is not filled in and you try to save the form you will receive a message informing you what field is mi
36. cies View Submission History Back Assessor TRN1 ig Voucher End Date 412 348 0482 View Service Plan History Allotted Cost 0 00 Voucher Status Assessment Pending Services 0 Default Location This Location wil be automatically added to each new service you add to the plan Assuming the Location offers the new service This is a partial screenshot of the Voucher Service Plan Page 48 KIT Solutions 2013 Paral Rem Recovery SupportService Info Rate Sessions Sessions 5 Select the services the client is to receive from the Add Service dropdown lists D ICAA for each section that is relevant to the client A a a Click the Add button Note If the service was added in mistake click the Remove button a 6 Enter in the number of sessions the client is planned to receive in the S essi ons fj el d Add Recovery SupportService Please Select iv 7 Click the Lss Add Location button a Anew window will open displaying the program location information Add TreatmentService Please Selec E Click the Lselest Select button to the left of the provider that will be providing the service b Cl IC k th e Add to Plan Ad d to P a n b u tto n ee al ll ll Patient was admitted 4 4 5 1 27days Patient then came back 5 12 5 19 7 days Patient left against progr 8 If you wish to add any notes or COM ments to the Service Plan click the Ed 09 27 2012 demoadmin CRIHB STATE LEVEL Exc
37. d for billing 1 From the Client Information page click the View Edit Create Voucher Service Plan link 2 Click the Edit button from the left toolbar 3 To add the same location to all services choose a location from the Default Location dropdown When you add a new service this location will be added for you automatically as well as being applied to all mandatory services currently assigned to the service plan This is optional 4 Pick any of the CAIRS staff as the Fiscal Contact CAIRS ATR Provider User Manual Utilize Data Administration Knowledge Base Support Eligibility Tool Clients Billing Client Information Home Clients gt Client Information E v3512 03 22 2011 06 20 2011 2 165 00 1 375 00 Active View Edit Client Profile Upload Assessment Optional Review Intake GPRA PrinuScan Signature Forms View Edit Create Voucher View Edit Create Voucher Service Plan S f Plan in k Administer Follow up GPRA e rvice Administer Discharge GPRA This is a sample screenshot of the Voucher Information Listing Page Utilize Data Administration Knowledge Base Support Eligibility Tool Clients Billing Voucher Service Plan Home gt Clients gt Client Information gt Voucher Service Plan Indicates Required Field Submit Service Plan Voucher v3601 hzrz Service Plan Information Grant ID TI99982 v Voucher Start Date View Voucher Dependen
38. ding Page Click the Add button from the left toolbar Enter a brief description of the message in the Message Title field Enter the description of the message in the Message Body field Enter the From Date and the To Date for when you would like the message to be displayed as mmddyyyy or select the dates by clicking on the calendar Hie See Calendar section for further details Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button Click the Back button to return to the Listing page CAIRS ATR Provider User Manual Eligibility Tool Assessment Administration Knowledge Base Manage Messages Home gt Administration Advanced Search Late Billing Penalities 01 01 2011 01 30 2011 This is a sample screenshot of Manage Messages Listing Page Eligibility Tool Assessment Administration Knowledge Base Manage Messages Home gt Administration gt Manage Messages Start Date This is a screenshot of the Manage Messages edit form 74 KIT Solutions 2013 Editing a Message 1 Click Administration from the Menu 2 Click Manage Messages from the Administration Landing Page 3 Select the message you wish to edit by clicking the Select button to the left of the message title Click the Edit button from the left toolbar The message will appear in the edit mode Make any changes needed to the details Click t
39. e To cancel the deletion click the Cancel button CAIRS ATR Provider User Manual 76 Assessment Administration Knowledge Base Eligibility Tool Manage Messages Home gt Administration gt Manage Messages Advanced Search e Select button omn ooon This is a sample screenshot of Manage Messages Listing Page Eligibility Tool Assessment Services Administration Support Manage Messages Windows Internet Explorer Knowledge Base Home gt Administration gt Manage Messages EA MEA perro Message Title po _Delete_ Delete button razo This is a sample screenshot of the Manage Messages edit form Start Date End Date O KIT Solutions 2013 KNOWLEDGE BASE The Knowledge Base module is a warehouse of documents and web source information designed to provide pertinent data Web Links The Web Sources section of Knowledge Base is useful for finding a wealth of health and human service links The Web Source section can be utilized by following these steps Eligibility Tool Assessment Services Administration Knowledge Base Support Web Links Home gt Knowledge Base Web Links 1 Click Knowledge Base from the Menu 2 Click Web Links from the Knowledge Base Landing Page 3 Select a category from the Choose Category dropdown list Choose Category Federal
40. e is designed to add edit or delete events in the Events Calendar Events added at provider level will only be viewed by that provider Eligibility Tool Assessment Administration Knowledge Base Manage Events Adding an Event Home gt Administratio Add button 1 Click Administration from the Menu 2 Click Manage Events from the Administration Landing Page 3 Click the Add button from the left toolbar Advanced Search e 01 25 2011 Voucher Management Training This is a sample screenshot of the Manage Events Listing Page Eligibility Tool Assessment Administration Knowledge Base Manage Events Home gt Administration gt Manage Events Enter a brief description of the event in the Event Title field Enter the description of the event in the Event Description field 6 If there is a website associated with the event enter the website address in the Event URL field This is a partial screenshot of the Manage Events edit form CAIRS ATR Provider User Manual 70 KIT Solutions 2013 7 Select the date s the event will take place using the Event Dates calendar You may select multiple dates a Select the month the event will take place from the first dropdown list This is defaulted to the current month Sun mon Tue wed Thu Fri sat b Select the year the event will take place from the second dropdown list 2s zx z jes This is defaulted to the current year 2 Bae c Select the da
41. e you will see the Listing Page When going into an area where a Listing Page is available the service allows you to select previously entered data to edit or view its content No data is entered on the Listing Page e When viewing a Listing Page all of the data is available for Searching See the Advanced Search section for more details on searching There are three types of Listing Pages 1 Grid View 2 Hierarchy View 3 Single Form View Grid View The Grid View displays the data in tables Specific pieces of data will be displayed within the Grid based on the fields within the entry edit form 1 When first viewing a Listing Page all of the data is available for Searching Click the Select button to the left of the data you would like to edit view 2 You will be taken to the entry edit screen This page will be in edit mode all data fields will be open for data entry Make any changes needed to the form Click the Save button to save the changes Tips Eligibility Tool Assessment Administration Knowledge Base Eligibility Tool Home gt Eligibility Tool we Search Eligible Stone Thackery Polly Not Eligible This is a sample screenshot displaying a Listing Page e Clicking on the field name in a Category field e g FistMame will allow you to sort through your files in ascending or descending order e The Page numbers e g 12345 beneath the grids allows to you m
42. ed and edited on the computer screen through data entry edit forms The table below summarizes the buttons used to enter edit information located to the left of each form This is referred to as the left toolbar Add Must be pressed first to add new information to a form Edit Must be pressed to modify existing information Adds the information on a form to the ATR database Removes the information currently on a form from the ATR database Cancel Cancels the Add or Edit without saving any information entered Additional Buttons Below are some additional buttons that may appear within a form Returns you to the Listing Page submit Forwards the approved information to the appropriate parties for further consideration Export Downloads the selected file into the desired format vee A 3 Opens the information in the enter edit form for viewing or modifications AAA Changes the text size by clicking on one of the different sized Als For more information see the Using the Text Resizer section CAIRS ATR Provider User Manual 14 KIT Solutions 2013 Using the Text Resizer You can alter the size of the text on a form by using the Text Resizer ALAIAlAl Clicking on one of the Als changes the text size from smallest to largest Place the mouse pointer over one of the Ak and left click to change the size Provides the smallest text size Provides the default text size Provides a medium text size Provides the largest text size CAI
43. eption made for client due to specific circumstances and indication need for elongated treatment Add button in the Comments section This is a partial screenshot of the Voucher Service Plan Page The Comment Type will be defaulted to Provider b Enter a brief description of your note or comment in the Comment field ES xa c If you would like to upload a document pertinent to the client s service Comment plan click the Browse button After clicking the Browse button the Choose Files Add Comment window opens displaying your files Select the file and then eel comet click the Open button Cancel Save button d Click the Save button This is a partial screenshot of the Voucher Service Plan Page Note To cancel the comment click the Lanse Cancel button 9 Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button CAIRS ATR Provider User Manual 49 KIT Solutions 2013 9 10 Click the OK button If there are errors you will need to click the View Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Support Voucher Service Plan Home gt Assessment gt Client Information gt Voucher Service Plan If you are ready to submit the Service Plan for review by CAIRS staff click the Submit button Save View Voucher Dependencies SS Grant
44. ervice to the plan Senice Type Services To Add Check All Uncheck All 1 Click the Change Request link from the Service Plan Information box within the Voucher Service Plan 2 Click the L_2eaestchense__ Request Change button 3 Select a type of service that needs changed from the Service Type dropdown list 4 A list of services will display Select the service s that needs a change using Comments the Services to Add checkboxes Note Click the Check All link to select all available services or click the Uncheck All to deselect all services 5 Enter a brief description of your reason in the Comments field 6 Click the Submit button This is a screenshot of the Change Request Page Note To cancel the request click the Cancel button CAIRS ATR Provider User Manual 53 KIT Solutions 2013 BILLING The Billing module is designed to track the voucher clinical treatment and recovery support service transactions within the application Add a Service Record 1 Click Billing from the Menu 2 From the Listing Page select the client you wish to enter service information for by clicking the sss Select button to the left of the Voucher ID 3 Click the amp plus sign to the left of the appropriate service The amp plus sign will become a minus sign To close the description click on the amp minus sign 4 To add session information click the Add button CAIR
45. forms and information related to each client within the application Eligibility Tool Assessment Administration Knowledge Base Client Information Home gt Assessment Client Information 1 Click Clients from the Menu 2 Click Client Information from the Clients Landing Page 3 Click the Select button to the left of the appropriate client Advanced Search FirstName LastName GlientiD Assessor Voucher Voucher Status Ce A es Seleotbutton RM o a pe E lisa p _ stone trackey 2606 RN Bms Terance foua faso fren o This is a sample screenshot of the Client Information Listing Page Eligibility Tool Clients Billing Utilize Data Administration Knowledge Base Support Client Information Home gt Clients gt Client Information 4 The screen is defaulted to open with the amp minus sign to the left of the Voucher which has the Voucher Information expanded The Voucher is created once the View Edit Client Profile has been updated 03 22 2011 06 20 2011 2 165 00 1 375 00 Active 5 To continue with entering the clients voucher information you will need to click on the links e g Upload Assessment to enter the necessary client data RS Note Click on the amp Minus sign it becomes a Plus sign with the links no longer displaying To make the links PrinScan Signature Forms available click on the Plus sign View Edit Create Voucher Service Plan a minis
46. he Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button 8 Click the Back button to return to the Listing page O PE CAIRS ATR Provider User Manual Assessment Administration Eligibility Tool Knowledge Base Manage Messages Home gt Administration gt Manage Messages Advanced Searcl Select button 01 01 2011 01 30 2011 This is a sample screenshot of Manage Messages Listing Page Late Billing Penalities Eligibility Tool Assessment Administration Manage Messages Home gt Administration gt Manage Messages Save button Knowledge Base Support Indicates Req Message Title Late Billing Penalities Please be sure to enter your clients services weekly Penalities will be imposed for late billing Data entered within 15 days of the service delivery will be reimbursed in full Data entered 16 45 days of the This is a sample screenshot of the Manage Messages edit form KIT Solutions 2013 Deleting a Message 1 2 3 Click Administration from the Menu Click Manage Messages from the Administration Landing Page Select the message you wish to delete by clicking the sect Select button to the left of the message title Click the Delete button from the left toolbar You will receive a message asking if you are sure Click the OK button to continue deleting the event Not
47. hone and fax will populate with information added from the Staff module Jodi Training Provider ID e St 7 Click the Save button from the left toolbar gt rovider Name i Training Note To exit the screen without saving any changes click the Cancel button a 8 Click the Back button to return to the Listing page City State California y This is a sample screenshot of the Provider Detail Edit form Tips e Only the state can change the Provider ID and Provider Name information If any information is incorrect for your organization submit a request through the online support site Contact Support link or contact the state CAIRS ATR Provider User Manual 65 KIT Solutions 2013 Viewing and Editing Location Details The Location Info can be accessed in two 2 ways 1 From the Provider Details page click the Select button from the Locations grid Or Click Administration from the Menu Click Manage Provider from the Administration Landing Page Click the Provider Name link to display the Locations associated with it Click the Location Name link a iS Click the Edit button from the left toolbar Edit the Location Info to include your location s information 3 Select a staff member to serve as the primary contact for your location from the Staff dropdown list Note The email work phone and f
48. ith the service will appear within the Billing module e The duration field is a required field based on the billing type of service e On the Listing page you will see the Total Sessions and Remaining Sessions listed for each service Once the Remaining Sessions column becomes 0 zero the Add button will no longer be available e The L444 Add button will become available for the Six Month Follow up GPRA services when the Follow up GPRA is due e Ifno services have been billed for a client you may receive a reminder message that you haven t billed any services for the client yet CAIRS ATR Provider User Manual 55 KIT Solutions 2013 Editing a Service Record 1 oS SS From the Services Listing page click the Select button next to the voucher that has the service that needs updated From the Services Page click the amp plus sign next to the service type that needs edited Select the Service Record you wish to edit by clicking on the appropriate service Record link Click the Edit button from the left toolbar The Service Record will appear in the edit mode Make any changes needed to the details Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button Click the Back button to return to the Listing page CAIRS ATR Provider User Manual Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base
49. le the news feed This is a sample screenshot of the Home page displaying the ATR News links Tips e If no news articles appear when click the plus sign click the link located at the bottom of the page to enable the news feed You are NOT viewing the news feed which results in better page performance Click here to re enable the news feed CAIRS ATR Provider User Manual 27 KIT Solutions 2013 ELIGIBILITY TOOL The Eligibility Tool module is designed to create a client profile and determine their eligibility for treatment The client must meet the following eligibility criteria to receive CAIRS funded services Resident of California and History of substance use or abuse and 12 years of age or older and Enrolled member of a federally recognized tribe or descendant of American Indian Alaska Native AIAN or Spouse Partner of an AIAN or Non AlAN minor living with an AIAN household For complete list of program eligibility criteria see CAIRS website at http crihb org cairs Documentation that the client is eligible is required to be maintained in the client file This includes copy of documentation that shows the client is a California resident and they are a member of a federally recognized tribe or descendant CAIRS ATR Provider User Manual 28 KIT Solutions 2013 Adding a Client 1 2 Click Eligibility Tool from the Menu Click the Add button Enter the client s first name in the First Name field En
50. m the Menu 2 Select the client you wish to delete by clicking the Select button to the left of the client s name Services Administration Knowledge Base Support Assessment Eligibility Tool Home gt Eligibility Tool i i Edit f E Windows Internet Explorer 3 Click the Delete button from the left toolbar 4 You will receive a message asking if you are sure Click the OK button to continue deleting the client Note To cancel the deletion click the Cancel button 5 Click the Back button to return to the Listing page E Delete button Client Phone 401 555 E x Emergency Phone Hoi 555 3625 x This is a sample screenshot of the Eligibility Tool edit form Eligibility Scree Fir Tips e Once the Eligibility Screening is completed on a client you will not be able to delete that client The Eligibility Status will read Not Eligible General on the Listing page CAIRS ATR Provider User Manual 32 KIT Solutions 2013 Eligibility Tool Eligibility Tool Home Eligibility Too Assessment Services Utilize Data Administration Knowledge Base Support Eligibility Screening Once a client profile has been saved the Eligibility Screening button will become available to check the client s eligibility for treatment Eligibility Screening button
51. mcs E N conse eg beri ateaute E cu atcartssautnaantsecaecehep snes ausduasseees nyora ase 58 Standard REPOS he ts ott eer EE CO O Om ree 58 DCISCUING A Standard e lili 58 AMI e a aE E E EETA EE E E EE TE EEE E ita ida ota EE A 60 Ee L ERE SE er E E A E E SRS EAE RE A AE E E ER E AE S E E AE E 60 Adano aota Menus ltda 60 FG IMIG GIONS Sap UE O O 62 Edna ar MEMDO amen ea eet cece eae De oe Rett ure ere Wer cnet rn ne er nr te to ao ot Rte Rn aR eT ee an et ee eee ere 63 Deleting alameda out aeeeaedeostanteeuene 64 Manage Fe COMI A ee Eo crva a celneitae eous ne deca sem cea patat ds fade was na tesctea A O 65 VIEWING ano CHING Provider Deal Sua 65 vIeWId and Editing Loca On B cite Istoric ata eiii 66 Change PASS An e o A A renee ecaistntade Retie 68 PASS Word noia Aids 69 Manage ed 61 LES PORRAS OE ES OA q Er agtingtu ncn uasnauste dona aliaancs a E genet Oasnauidy icgensttd indicum nena taunoulintacesmeeiesteaatonases 70 AANO AM EVEN Lorraine 70 Eang AN Ed ia 72 Di CMI late elias cla PERO O errr re 73 Manage Message Strick a A os 74 Aadan a MOS SACO a Sa aia 74 A A en o RO 75 GIS TING a to AP PRO o o Po A e A aon ate tsa urea a Rec detach aoa deatiad os aemaa es eae E aaa 76 NO WE OGG AS A A A A E A Ai 77 WED Sails 77 HDAN EE eee Ne ne ee mn eee 78 E NDCC ONY ec esas ei eden seicentost aces eesstasteet ciate ca sicaatoee dca tpn tanto ices aes cate canst a Stan E etude ce oc cate cen acta o E 00 5 79 SUPPO APP gn e is EE E e ECO ee ee 80 A
52. n Click here for help if your report is not appearing This is a screenshot of the Standard Reports Page KIT Solutions 2013 Tips e lf you have a pop up blocker on your computer hold the ctrl key on your keyboard down while selecting any button used to view the forms e g Confidential Release Forms PDF etc CAIRS ATR Provider User Manual 59 KIT Solutions 2013 ADMINISTRATION The Administration module is designed to complete administrative tasks within the application such as updating organization information staff registration and changing a password Staff The Staff module is used to register any staff members that should have access to the data entered within the application Adding a Staff Member 1 Click Administration from the Menu 2 Click Staff from Administration Landing Page 3 Click the Add button 4 Enter the staff member s General Information a Select the staff member s salutation from the Salutation dropdown list This is an optional field Enter the staff member s first name in the First Name field Enter the staff member s last name in the Last Name field The Status is defaulted to Active Active the staff member is currently with your organization can be viewed on other screens and reports li Inactive the staff member is no longer with your organization will no longer appear on other screens and reports Select the staff member s creden
53. nal information to complete Where do you go when things are going well 5 The Choose additional information to complete dropdown list allows you to answer multiple different questions pertinent to the client a Select a question from the Choose additional information to complete dropdown list New fields will appear Fill in the required fields and any optional fields you desire Click the Add Row button dL bL Ll A A na Add Row button This is a sample screenshot of the Locator Tracking Form E mail Choose additional Please Select d A grid will appear displaying the question and answers To delete the aiii aa record click the Delete link Where do you go when things are going well e Repeat steps a c for each question you wish to add for the client 6 Click the Save button from the left toolbar 4m Note To exit the screen without saving any changes click the Cancel button 7 Click the Back button to return to the Register Client edit form Delete link This is a sample screenshot of the Locator Tracking Form Tips e You must click the L Locator Tracking Form Locator Tracking Form button to indicate the Client Information has been completed If this button is not selected a message will appear reminding you to complete the Locator Tracking Form Please note the Tracking Form is required to be completed e All required fields are defaulted f
54. nal forest or AIAN reservation allotments in CA AIAN resident of Calfornia who is listed on the plans for distribution of the assets or CA descendant of such an AIAN person Partial screenshot of the Eligibility Check Edit Form Tips e The client will be considered eligible for treatment based on his her tribe enrollment affiliation CA residency and the relationship of the applicant to the AIAN e Once the Check Eligibility button has been selected the fields cannot be modified CAIRS ATR Provider User Manual 33 KIT Solutions 2013 CLIENTS The Clients module is designed to register and track client information and enter the client s voucher service plan and GPRAs Client Information Once the client has been deemed eligible to receive services use the Client Information form to add edit and delete information for clients within the application Updating Client Information 1 Click Clients from the Menu 2 Click Client Information from the Clients Landing Page 3 Click the Select button to the left of the appropriate client 4 Click the CAIRS ATR Provider User Manual View Edit Client Profile button Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Support Client Information Home gt Assessment gt Client Information Advanced Search Assessment Select Assessment Select Treatment 3504 JLB 3497 Active 3505 JLB 3498 Active
55. ng 1 Location Info Location Location Name odi Training 1 Address 700 Corporate Drive City State a E S 3 5 Sample screenshot displaying the Location Detail edit form KIT Solutions 2013 Services Offered 1 From the Location Details edit form click the Services Offered button Click the Edit button from the left toolbar select the checkboxes to indicate the services you provide Uncheck the checkboxes for services that your Organization does not provide Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button Click the Back button to return to the Listing page Service Information an From the sss Blais edit form click the ilability Service Descriptions Requirements Availability button Click the L Est Edit button from the left toolbar For each service you provide enter the Participation Requirements Program Description and Hours Available information in the appropriate text boxes Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button Click the Back button to return to the Listing page CAIRS ATR Provider User Manual Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Services Offe amoo Egitbution Back Provider Training 10
56. nt E Eyen Dates 01 25 2011 Remove 2011 This is a partial screenshot of the Manage Events edit form 72 KIT Solutions 2013 Deleting an Event 1 Click Administration from the Menu 2 Click Manage Events from the Administration Landing Page 3 Select the event you wish to delete by clicking the see Select button to the left of the event date Click the Delete button from the left toolbar 5 You will receive a message asking if you are sure Click the OK button to continue deleting the event Note To cancel the deletion click the Cancel button CAIRS ATR Provider User Manual Eligibility Tool Assessment Administration Knowledge Base Manage Events Home gt Administration gt Manage Events Add Advanced Search ssp Select button PA This is a sample screenshot of Manage Events Listing Page Eligibility Tool Assessment Administration Knowledge Base Support Manage Events Home gt Administration gt Manage Events eiii crcl Save Delete button t Explorer This is a partial screenshot of the Manage Events edit form KIT Solutions 2013 Manage Messages The Manage Messages module is designed to add edit or delete messages that display on the Home screen Messages added at county level will only be viewed by that county and their providers Adding a Message 1 2 3 Click Administration from the Menu Click Manage Messages from the Administration Lan
57. nt program locations Eligibility Tool Assessment Services Administration Knowledge Base Support Location Directory Home gt Knowledge Base Location Directory PROGRAM LOCATION HOURS AND CONTACT INFORMATION le coaciboneken 1 2 Click Location Directory from the Knowledge Base Landing Page a Patsbuyh 3 Click the sets Select button to left of the Location you wish to view no O ee 4 The Program Location details will be displayed Please list the days and hours this service is available to clients Plesse provide directions including public transportstion PROGRAM STAFF LANGUAGE FLUENCY TARGET POPULATIONS SERVED This is a sample screenshot of the Location Directory Page CAIRS ATR Provider User Manual 79 KIT Solutions 2013 SUPPORT Web Site The CAIRS ATR Support Site offers several features to assist you with using the ATR application CRIHB Support Site gt Home Windows Internet Explorer JE CRIAB or Site Home Contact Support Manuals Library Online Trainings Click Support from the Menu Click Web Site from the Support Landing Page O IN o A new window will open displaying the Support Site Wednesday October 26 2011 To submit a problem question or suggestion for improvement click the Contact AA Support link A ee ee ee 5 To view the online support documents e g User Manual click the Manuals a Contact Support I you need to contact Support to ask a question
58. o enter your clients services weekly Penalties will be Dashboard The amp plus sign will become a amp minus sign To close the list imposed for late billing BRE Pols Mom This is a sample screenshot of the Home page displaying the Dashboard CAIRS ATR Provider User Manual 25 KIT Solutions 2013 Dashboard Alerts 1 Alert 160 Days 2 Action 180 Days 3 After 8 Months Never Complete GPRA Notification GPRA Status This is a sample screenshot of the Dashboard notifications on the Home Page Tips e Green No Action Needed A link is available for the report or survey that falls within this status e Red Alert A link is available for the report or survey that falls within this status CAIRS ATR Provider User Manual 26 KIT Solutions 2013 ATR News e To view a list of News articles click on the amp plus sign next to the ATR News The amp plus sign will become a amp minus sign To close the list of articles click on the amp minus sign e Toview a News article click on the title of the article from the ATR News section ATR News section is automatically updated in real time by JoinTogether e Anew window will open when you click on the specified news article link e Toclose the window click on the X X in the upper right hand corner or click the Close Close link You are viewing the news feed which can cause slower page performance Click here to disab
59. ove from page to page within the specific listing page There is a maximum of 8 items in a grid so once you exceed 8 the application automatically updates the grid to page 2 To get to a desired page click on the number and you will go to that specified page CAIRS ATR Provider User Manual 8 KIT Solutions 2013 Advanced Search tab Advanced Search COI COMAS Mot Eligible e To filter a search click the Advance Search tab located at the top of the Grid This is a sample screenshot of a Data Grid displaying the Advanced Search tab e The Advanced Search option allows you to limit search results Select an option from the three search filter fields Once the three search filter fields have been Advanced Search selected click the 2 Go button to see the search results ee e The three search filter fields are used in the following methods pres TEN 1 The first search filter will display the search categories to choose from 2 The second search filter allows you to specify how you wish to search di basses 3 The third search filter is the search criteria This field will change based he second search filter selected ae This is a sample screenshot of Advanced Search displaying the search filter fields CAIRS ATR Provider User Manual 9 KIT Solutions 2013 Eligibility Tool Assessment Administration Knowledge Base Services Hierarchy View E A Hierarchical View is used when Adding Editing
60. ow If using Internet Explorer click the top toolbar option Tools and then go to Internet Options After the Internet Options window is available you will want to click on the Privacy tab at the top of the window You will notice while on the Privacy tab at the bottom will be a section on Pop Up Blockers If you Block pop ups checkbox is checked click on the Settings button to allow for exceptions If using Mozilla Firefox click the top toolbar options Tools and then go to Options After the Options window is available you will want to click on the Content tab at the top of the window If you Block Popup Window is checked click the Allowed Sites button to the right to allow for exceptions You can now add the ATR application links to the Allowed Sites list which the pop up blocker will ignore when trying to block pop ups from the ATR application You will want to add https kitservices3 kithost net crihbatr for the Live system Once this site is added to your Allowed Sites list the pop up blocker should no longer prevent pages from loading and appearing while you are using the ATR application Print Icon The ATR Application has the print icon for easier access to viewing reports you may need to have Active X installed on your computer to utilize the icon Active X is a free download that should allow you to use the print icon click on this link to access the Active X
61. ow Up GPRA rate must be at least 80 You can complete the Follow Up GPRA directly into the VMS or complete on hard copy and later enter the data into the VMS If you completed the Follow Up GPRA using a hard copy you have 7 business days to enter the data into the VMS You can conduct the Follow Up GPRA either face to face or via telephone Administer Admin Follow Up GPRA ONLY to be completed if the client is unreachable within the 150 240 day time frame This does not count towards the 80 rate that CRIHB must meet as a grantee Administer Discharge GPRA Completed once the client has absolutely completed receiving servies funded by the the ATR grant and not just with one specific provider This closes the voucher and returns all unused funds to the Grant Pool to be used by other clients in need Administer Admin Discharge GPRA ONLY to be completed in the client left in the middle of treatment and they are unreachable CAIRS ATR Provider User Manual 44 Eligibility Tool Clients Utilize Data Administration Client Information Billing Knowledge Base Support Home gt Clients gt Client Information E v3512 View Edit Client Profile Upload Assessment Optional Review Intake GPRA Print Scan Signature Forms View EditCreate Voucher Service Plan Administer Follow up GPRA 03 22 2011 06 20 2011 2 165 00 1 375 00 Active Administer Discharge GPRA This is a sample screenshot of the Voucher Info
62. pport Home gt Clients gt Client Information v3640 11 07 2012 View Edit Client Profile Upload Clinical Assessment Optional RSS Screenina Assessment Optional Administer Intake GPRA 0 00 0 00 Upload Assessment link Assessment Upload Signature Forms View Edit Create Voucher Service Plan Administer Follow up GPRA This is a sample screenshot of the Voucher Information Listing Page Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Support Assessment Tool Home gt Assessment gt Client Information gt Assessment Tool Browse button Upload button This is a sample screenshot of the Upload Assessment Tool edit form e Once the Assessment has been uploaded the Upload link will say Review Online Assessment e Once the Assessment has been uploaded all other Client Information links will be available for data entry e After the appropriate assessment has been completed assessment must be retained in the client s file CAIRS ATR Provider User Manual 41 O KIT Solutions 2013 Eligibility Tool Clients Billing Reports Administration Knowledge Base Client Information Home Clients gt Client Information RSS Screening Assessment E 3628 09 05 2012 0 00 0 00 Assessment The RSS Screening Assessment link allows you to enter the Recovery Support Assessment into CAIRS This is an option
63. r i Upcoming Event mente left of the current month s name 19 E a e To close the calendar click on the amp minus sign N l Note To add events to the calendar see the Manage Events section Link to the next month Is Is Event Key E State W Provider This is a sample screenshot displaying the Events Calendar Tips e fan event is added by the state then the event will display for all providers regardless of their permission level CAIRS ATR Provider User Manual 24 KIT Solutions 2013 Messages Launch Getting Started Help This tool will guide you through some initial steps of using CRIHB ATR3 e To view a Message description click on the plus sign next to the message aa aerate title The amp plus sign will become a amp minus sign To close the description click on the amp minus sign Al Note To add messages to the Home page see the Manage Messages section Dashboard The Dashboard feature on the home page IS designed to provide status updates In Launch Getting Started Help This tool will guide you through some initial steps of using CRIHB ATR3 regards to various timeliness notifications and inactivity scenarios for reports and surveys within the ATR Application Messages Dashboard e To view a list of dashboard reports click on the plus sign next to the E Late Billing 01 10 2011 Please be sure t
64. racking Form The Locator Tracking Form is used to gather further information about a client Information is collected from the Client Enrollment Application This form is required so the client can be found more easily for their 6 month follow up GPRA interview You must click the Locator Tracking Form button to complete information on how to locate the client 1 From the Register Client edit form click the Locator Tracking Form button 2 Click the Edit button from the left toolbar 3 The required fields i e First Name Last Name Birth Date and Social Security Number are automatically filled in with the information that was entered in the Register Client screen 4 Enter in additional information in the fields CAIRS ATR Provider User Manual Eligibility Tool Utilize Data Administration Knowledge Base Support Register Client Home gt Clients gt Client Information gt Register Client Locator racing om or calor Tracking Form Clients Billing ETT une Back _ First Name ky OCS Middle Initial Last Name Bom This is a sample screenshot of the Register Client edit Form Eligibility Tool Assessment Administration Knowledge Base Client Locator Tracking Form Home gt Assessment gt Client Information gt Client Locator Tracking Form th Date mmddyyyy This is a sample screenshot of the Locator Tracking Form KIT Solutions 2013 Choose additio
65. report a bug or make a suggestion cick on the link ros eee ea ne E Library To view helpful documents click the Library menu link 6 To view and download documents pertaining to the ATR application click the A gcd AA Library link 7 To receive information regarding training for the CAIRS application or to sign up for a training click the Online Trainings link Copyright 2010 by KIT Solutions Internet This is a screenshot of the Support Site Home page CAIRS ATR Provider User Manual 80 KIT Solutions 2013 Chat The Chat feature allows you to talk to a Support member via instant message Please note that Support is only available via chat from 9 00AM 5 00PM EST Monday Friday Eligibility Tool Assessment Services Administration Knowledge Base Support gt Support Home gt Support ene Support from the Menu Web Site File Download Security Warning 2 Click Chat from the Support Landing Page Access the KIT Support Sit Do you want to run or save this file i 1 1 Chat om Name Support LogMeInRescue exe 3 Anew window opens prompting you to run the LogMelnRescue application You O A on e must run this application in order to utilize the chat feature Click thel Fun From secure Jogmeinrescue com Run button 4 A Support representative will be with your shortly gt While files from the Inte ry potentially harm your cc run or save this software whats the risk
66. rmation Listing Page KIT Solutions 2013 Eligibility Tool Clients Billing Utilize Data Administration Knowledge Base Client Information Support Home Clients gt Client Information Voucher 03 22 2011 1 From the Client Information page click the appropriate GPRA link Intake Follow Up Admin Follow Up Discharge or Admin Discharge Print Scan Signature Forms 06 20 2011 2 165 00 1 375 00 View Edit Create Voucher Service Plan Administer Follow up GPRA Administer Discharge GPRA This is a sample screenshot of the Voucher Information Listing Page Eligibility Tool Clients Billing Reports Administration Intake GPRA Home gt Clients gt Client Information gt Intake GPRA Knowledge Base 2 Select how the survey was given to the client from the Administration Method Administration Method dropdown list nd og A A i A a o this day 3 Answer questions using the drop down list to the right of the question AA i i assessment was 7 4 Click the Next button to continue to the next page of questions or click som em ani the Previous button to return to the previous page See table semone A 1 1 1 Section B B E 1 In the past 30 days how many times have you been arrested 5 Continue In this manner until all the pages have been filled In E2 In the past 30 days how many times have you been
67. rom the Register Client Page e The Locator Tracking Form should be updated when the client completes services to ensure correct locator information is collected e After the client completes the 6 month follow up GPRA ensure the client completes the Six Month Follow up Incentive form This completed form should be maintained in the client s file CAIRS ATR Provider User Manual 38 KIT Solutions 2013 Tracking Form Notes 1 Click the Notes button from the top of the Client Locator Tracking Form Edit form 2 Click the Add button 3 Enter the Date as mmddyyyy or select the date by clicking on the calendar See Calendar section for further details Enter notes into the Effort Made field Enter notes into the Outcome field Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button To remove a record click the Delete button 8 Click the Back button to return to the Locator Tracking form edit form CAIRS ATR Provider User Manual 39 Eligibility Tool Assessment Administration Knowledge Base Client Notes Home gt Assessment gt Client Information Client Notes Date mmiddiyay Effort made phone call letter sent Outcome Save button This is a sample screenshot of the Client Locator Tracking Form Notes page O KIT Solutions 2013 Voucher Information The Voucher Information module is designed to enter
68. rsor by pointing and clicking CAIRS ATR Provider User Manual 5 KIT Solutions 2013 Menu Information The Menu for the application is located across the top of the screen Some Menu categories may be broken down into submenu categories to choose from The Menu categories list the main modules that are within the application When a Menu category is selected a list of submenu categories will be displayed on the Landing Page as links to access the modules For more information on Landing Pages see the Landing Page section 1 Menu Constant unchanging Available at all times 2 Submenu Category Varies depending on which Menu category is selected 3 Landing Page Varies depending on which Menu category is selected 4 Listing Page Varies depending on which submenu category is selected Eligibility Tool Assessment Services Utilize Data Administration gt BOUGER EE Support mude O aa A Manage Provider Eligibility Tool Assessment Administration Knowledge Base Eligibility Tool Home Eligibility Tool 4 Listing Page Change Password Manage Events Staff Manage Messages Create or modify staff info 2 Submenu Category Manage Provider Manage Provider here Advanced Search First Name Eligibility Events Sel Stone Thacken Poll Not Eligible a y Create and modify messages for the Message Board on the Home page Select Terrance Not Eligible This is a screenshot displaying the Menu 1 Submenu 2 and a Landing Page
69. site http www download com windows activex 1921 2206_4 0 html If you are unable to download Active X contact your organization s IT department Firefox does not officially Support AciveX http support mozilla com en US kb ActiveX Note These are instructions for Internet Explorer 7 0 and may be different for other Internet Explorer versions CAIRS ATR Provider User Manual 4 KIT Solutions 2013 Application Navigating The ATR Application is set up in such a fashion that moving from Left to Right on the menu is the best approach to using the application Start at Assessment filling in all the information for that area before moving on to the next section Continuing in this manner will ensure that all of the sections of the application have enough information to function correctly If all of the different portions are not completed some modules will not work correctly Computer Keys While entering information into a form several keys are helpful for moving the cursor from one information box called a data field to another The table below summarizes those keys Key Description Function The Cursor Points to desired location as The TAB key Moves the cursor to the next data field E _ Hold down the SHIFT key and then press the TAB key Moves the cursor to the previous data field om The Control Ctrl key Enables blocked material to open due to pop up blocker Use the MOUSE by pointing and clicking to move the cursor Moves the cu
70. sment Services Utilize Data Administration Knowledge Base Voucher 3500 Kelly Brown Support Service Record link E Individual Counseling 30 minuts Service Record 01 03 2011 10 00 E Group Counseling Session This is a sample screenshot of the Services Page Eligibility Tool Assessment Services Utilize Data Administration Knowledge Base Service Record Home gt Service Record Message from webpage O Are you sure you wish to PERMANENTL Service pla iar Delete button i 02 02 This is a sample screenshot of the Individual Counseling Service Page Tips e Services can be deleted if the service has not been fiscally approved by CAIRS staff If the service has been fiscally approved then the service can only be deleted up to 14 days after the fiscal approval date Contact CAIRS staff for assistance CAIRS ATR Provider User Manual KIT Solutions 2013 UTILIZE DATA The Utilize Data module is designed to generate reports to assist with tracking monitoring and assessing voucher information Standard Reports The Standard Reports module enables you to have the ability to get specific voucher fiscal and administration information through reports Selecting a Standard Report 1 2 3 Click Utilize Data from the Menu Click Standard Reports from the Utilize Data Landing Page Select the type of report you wish
71. ssing data and you will not be able to save the form until that field has data Tips e All the fields within a yellow box are required fields These must have a value entered before the record can be saved e You can type an identifying letter of an item in a dropdown list and the first selected beginning with that letter will appear in the box CAIRS ATR Provider User Manual 12 KIT Solutions 2013 Calendar Dates can be entered in two different ways 1 typing the date directly into a date field as mmddyyyy or 2 using the Calendar icon The Calendar icon can be used as an alternative option to entering a date directly into a date field E Calendar Windows Internet mm E https kitservices kithost net RIATR_Deme v EJ 1 Click the Calendar icon A new window will open displaying a calendar 2 To change the month use the month links on the top corners of the calendar a Click the left month link to go to the previous month b Click the right month link to go to the upcoming month c Ifthe date is not within the months displayed you can select the Month pannin and Year by using the dropdown lists Date field a afa feta 3 Once the correct month is displayed select the date by clicking on a number within the calendar Internet AL 100 This is a screenshot displaying the calendar feature CAIRS ATR Provider User Manual 13 KIT Solutions 2013 Edit Form Buttons Information is enter
72. ter Follow u 6 Click the Back button to return to the Client Information Listing page a Administer Discharge GPRA This is a partial screenshot of Voucher Information Listing Page Tips e The links on the Voucher Information page e g Upload Assessment Review Intake GPRA Print Scan Signature Forms etc are linked to the client CAIRS ATR Provider User Manual 40 KIT Solutions 2013 Upload Assessment An assessment is required to be completed for each CAIRS client prior to receiving CAIRS funded services If the client is receiving clinical treatment services a substance abuse assessment must be completed If the client is only receiving recovery support services the RSS Screening amp Assessment form must be completed The completed assessment must be retained in the client file You may upload it using the Upload Assessment form Uploading the assessment is an optional task 1 From the Client Information page click the Upload Clinical Assessment link 2 Click the Add button from the left toolbar 3 Click Browse button to browse your computer for the document a After clicking the Browse button the Choose Files window opens displaying your files Select the file and then click the Open button 4 Click the Upload button 5 Click the Back button to return to the Listing page Tips Eligibility Tool Clients Client Information Billing Reports Administration Knowledge Base Su
73. ter the client s last name in the Last Name field Select the client s suffix if applicable from the Suffix dropdown list This is an optional field Enter the client s telephone number in the Client Phone fields Note The Phone must be filled out in three fields The fourth field is optional for an extension number Enter the name of the client s emergency contact in the Emergency Contact Name field Select the client s emergency contact s relationship to the client from the Emergency Contact Relationship dropdown list a If Other is selected as the relationship a new field will appear Please enter the type of relationship for the emergency contact in the Other Emergency Contact Relationship field Enter the client s emergency telephone number in the Emergency Phone field Note The Emergency Phone must be filled out in three fields The fourth field is optional for an extension number Enter the client s email address in the Client E mail field This is an optional field Enter the client s address in the Mailing Address field Enter the client s city in the City field The State field is defaulted to CA Enter the client s 5 digit zip code in the Zip Code fields Enter the last 4 digits of the client s social security number in the Social CAIRS ATR Provider User Manual Assessment Administration Eligibility Tool Eligibility Tool Home gt Eligibility Too Knowledge Base Add button Add
74. tial from the Credentials dropdown list This is an optional field CAIRS ATR Provider User Manual Eligibility Tool Assessment Administration Knowledge Base Add button Advanced Search Livingston Bian blivingston This is a sample screenshot of the Staff Listing Page Eligibility Tool Staff Home gt Administration gt Staff Assessment Administration Knowledge Base Salutation Last Name First Name Credentials This is a partial screenshot of the Manage Staff Profile General Information fields KIT Solutions 2013 5 Enter the staff member s Login Information a Enter a Login Name for the staff member This will be the User ID used by the staff member upon login b A Password will be assigned to the staff member The staff member should receive an email to activate the account See the Account Activation section for additional information 6 Enter the staff member s Contact Information a Enter the staff member s email address in the E mail field b Enter the staff member s work telephone number in the Work Phone feo Work Phone must be filled out in three fields The fourth field is optional for an extension number c Enter the staff member s fax number in the Fax field This is an optional field 7 Click the Save button from the left toolbar Note To exit the screen without saving any details click the Cancel button 8 Click the Back button to return to the Listing page
75. to view print from the module named tabs i e Administration Voucher Transactions etc Select the report you wish to view print by clicking the Select button select any filtering parameters if applicable select the format you would like the report to open as using the Output To radio buttons Click the L2 Run Report button A new window will open To close the new window click on the ts X in the upper right corner Click on the X X in the upper right corner to return to the list of reports or click the module named tab CAIRS ATR Provider User Manual Eligibility Tool Clients Billing Utilize Data Standard Reports Home gt Utilize Data gt Standard Reports Administration Module named tabs Voucher Transactions All Transactions Select button Approved Transactions Knowledge Base Approved Transactions with cost Not Approved Transactions Services Rendered by Entry Date Services Rendered Report Sober Housing Services Report Name This is a screenshot of the Standard Reports Page Voucher Transactions All Transactions Time Period 01 01 2011 12 31 2011 v Begin Date 01 01 2011 fH Provider End Date 12 31 2011 EY TRN1 Training1 Voucher All Location Name Output To Window PDF Excel O Pipe Delim 58 Run Report butto
76. u used the Forgot Password feature the Password Question and Password Answer will already be filled in for you based on your activation You may change this information if desired CAIRS ATR Provider User Manual 23 KIT Solutions 2013 HOME The Home Page provides the organization with important messages upcoming events and links to News regarding treatment Getting Started link Getting Started rted Help This tool will guide you through some initial steps of using CRIHB ATR3 f Events Calendar e The Launch Getting Started Help link will take you to the CRIHB Support Site e To close the window click on the E3 X in the upper right hand corner A Messages A Dashboard Late Billing 01 10 2011 No Dashboard items to display Please be sure to enter your clients services weekly Penalties will be imposed for late billing This is a sample screenshot displaying the Home page Launch ed Help This tool will guide you through some initial steps of using CRIHB ATR3 Event Date 01 14 2011 Events Calendar Title Training Description Training scheduled for new CAIRS users e To view the events calendar click on the amp plus sign next to the Events Crested Br Provider Calendar e The Calendar will expand e To view Event details for a particular day click on the calendar date e g 2 e Switch to the previous or next month by selecting the link located to the right o
77. will need to be resubmitted for review You may update the Voucher Start Date up to 30 days prior to what is currently displayed To do this click Edit from the left toolbar Modify the Voucher Start Date and click the Save button CAIRS ATR Provider User Manual 50 KIT Solutions 2013 Service Plan Information e View Voucher Dependencies A validation tool used within the application to ensure that all the required parts are fulfilled when entering a client s information into the Service Plan You are able to save the Service Plan if there are validation errors but you will not be able to submit the Service Plan A new window will open displaying the various parts entered into the Service Plan and their completion status A green line indicates completion A red line indicates incompletion Service Plan Information e Voucher Suspension View the suspension history of the voucher or request a View Voucher Dependencies suspension on the voucher For additional instructions see the Voucher Suspension section e Request Reactivation View the reactivation history of the voucher or request the voucher be reactivated For additional instructions see the Request Reactivation section e View Submission History View previous submissions of the Voucher Service Plan A new window will open showing previous submissions e View Service Plan History View the history of the Service Plan A new This is a screenshot of the Service
78. ys the event will take place using the calendar i To remove a selected date click the Remove button to the ta right of the date 7 10 Click the Save button from the left toolbar DOBOBDAO Note To exit the screen without saving any changes click the Cancel button 11 Click the Back button to return to the Listing page This is a partial screenshot of the Manage Events edit form CAIRS ATR Provider User Manual 71 KIT Solutions 2013 Editing an Event 1 Click Administration from the Menu 2 Click Manage Events from the Administration Landing Page Select button to the left of 3 Select the event you wish to edit by clicking the se the event date Click the Edit button from the left toolbar The event will appear in the edit mode Make any changes needed to the details Click the Save button from the left toolbar Note To exit the screen without saving any changes click the Cancel button 8 Click the Back button to return to the Listing page 4 o gt Di S CAIRS ATR Provider User Manual Eligibility Tool Assessment Administration Knowledge Base Manage Events Home gt Administration gt Manage Events Add Advanced Search lima Select button E This is a sample screenshot of Manage Events Listing Page Eligibility Tool Assessment Administration Knowledge Base support Manage Events Home gt Administration gt Manage Events Cancel ve
79. zip code in the Zip Code fields Note Enter the Zip Code extension in the second box for the Zip Code field only the 5 digits are required Pome dm i Alt Phone i E x PE IG CAE AAO AEE ESIOS EONA MEN This is a sample screenshot of the Register Client Contact Information fields IS f If desired enter and alternative phone number in the Alt Phone fields E i 9 Update the clients Emergency Contact Information a Enter the client s emergency contact name in the Name field b Select the client s emergency contact s relationship to the client from the Emergency Contact Relationship dropdown list E If Other is selected as the relationship a new field will appear hai Please enter the type of relationship for the emergency contact Relationship ore il f a ther Emergenc in the Other Emergency Contact Relationship field Contact Relationship g Enter the client s emergency area code and extension in the Phone ehed fo field This is a sample screenshot of the Register Client Emergency Contact information fields 10 Click the Save button from the left toolbar Note To exit the screen without saving any details click the Cancel button 11 Click the Back button to return to the Listing page Tips e Once the Client Information has been updated the client will receive a voucher number CAIRS ATR Provider User Manual 36 KIT Solutions 2013 Locator T

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