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Efforts To Outcomes (ETO) USER MANUAL Independent Living

1. Cowen wy Morten be iMa Aase sorm Log Off Home Page MyAccount Change Site Help Chat tere woe te ot ETOSOFTWARE Welcome Nora Habafy CMHA Calgary Region Street Outreach and Stabilization Change Program Wednesday Sep 5 201 Participants k Participant History Record Efforts Track Client Hospitalizations 00 00 17 Point of sale Element Participant Efforts E E Record Attendance E j Mutiple Partiapant Efforts Track Receipt of Signed Release and Waiver Form 00 00 2 Toggle panei Blars Add Referral Multiple Parbapant Referrals Track Receipt of Signed Consent for Release of Information Do0 5 Toggle Point of Service Element View Edit Referrals Forms Details View Pending Refenals oo General Assessments Track Receipt of Signed Service Agreement Form 00 00 1 Teone poren PEE Pemai General Efforts Esia Housing Check in Toggle Point of Service El eh haat Track Stabilization Services nurse provided 01 00 1 ogg e zi ils esias Manage Rooms Se Manage All Rooms ee li Taboo Siow z SocalSolutions 2001 2012 Developed by Social Solutions ine All rights reserved Help with this page P Online Community P Training Calendar P Support Each of these sections allow you to Toggle Details for more information in any particular area including 42 drilling down to show the Participants with whom you worked where the contact occurred and full case notes Please note that you can also
2. File Edit View Favorites Tools Help basra beri anean Logai Home Fags MyAccount Change Sre Help Chat fer erie ETOSOFTWARE Welcome Nora Habaty CMHA Calgary Region Street Outreach and Stabilization Change Program Wednesday Sep 5 2012 Lag Login qed a Participants Failed Attempts Since Last Login O79 z Edb e ae v Rec Canadian Mental Street Outreach and Stabilization poenae _ Health Association fo Parcipant Efforts l igar Record Attendance aL Calgary Query Reports Mental health for all Mutiple Participant Efforts Add Referral ry Multiple Partapant Referrals Enroll Participant Search e for a previously dismissed i View Edit Referrals J pariapant and re enroll them if View Pending you are conducting another r Referrals intake appointment E General Assessments General Efforts pase aia repute View Edit Participant __HowsingCheden taps shee to 1 sys i Update a current He sing Check Out y entering participan r demographics participant s demographics Manage Rooms ii Manage Al Rooms m gt aa SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community P Training Calendar P Support To access Review My Efforts simply type in a date range and Submit The first section is composed of summary statistics Program Summary For the Program you mostly work in Site Summary If you work in more than
3. 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community P Training Calendar gt Support 46 Select a Service Provider from the Drop down list Select a Reason for Referral from the Drop down list The Referral Date defaults to today Modify it as needed The Pending Drop Off Date defaults to a month from today No need to change Select a Referral Status Select Referred Release Participant Information If there is a signed consent for release of information form for the service provider put a checkmark if not leave blank Date of Next Contact No need Leave blank Time spent of contact No need Leave blank Referral Notes optional Dismiss from Program No need Leave blank Click Submit The following page contains a printer icon so that the referral information can be printed if a hard copy is needed There are also links to Add Another Referral e In your client s dashboard Participant Dashboard feature you can view and edit Referrals File Edit View Favorites Tools Help ETOSOFTWARE D e s i Ex Log Off Home Page MyAccount Change Site Help Chat me Nora Habafy CMHA Calgary Region Advocacy Go Wednesday Sep 5 201 New To Do List Messages My Favorites My Dashboard Reporting Dashboard Support a biia a Goal Attainment Scale Independent Living 01 06 2012 Add Existing CxDemo ve rote 01 03 2012 Approve Assessments Goal Attainment Scale nde
4. Month Year Estimated Date of Birth Yes True No False address 1 E Acker 3 pistrict Seloct Postal Code Work Phone Permission Do lawe message wecerde Selact Home Phone i t SocialSolutions 2001 2012 Developed by Social Solutions Ine All nghts reserved Help with this page P Online Community gt Training Calendar P Support The Add New Participant screen is how a record is started for a participant within the selected program After this screen is submitted additional types of data such as Assessments Efforts Points of Service and Referrals can be attached to the record The Demographics seen on this screen are a combination of Standard fields that come with the software and Custom fields that were set up based on our organization s needs Custom Demographics can be edited by the ETO Administrator Standard Demographics are hard coded and cannot be modified Demographics may vary from program to program although some fields including all Standard Demographics and all Custom Demographics built with the Scope of Site will appear in all programs Data Entry e Use the tab key or the mouse track pad to move from field to field e Asterisks and yellow indicate which fields are required when a field is required you will not be able to submit the record without completing the required information e Do not use the back button or enter keys Understanding Demographic Fields e Case
5. On your Navigation Bar Go to Record Efforts and then click on Take a Survey or General Assessments e For Surveys Select the survey and then click on Continue e For General Assessments Click on Take New Assessment this is because SOS Program has only one General Assessment thus there is no need to select one it goes directly to the assessment e Input the survey assessment date at top of screen Complete survey assessment elements as desired e Schedule Assessment Follow up Alert N A This allows you to create an alert on your To Do List Check the box and complete the Alert Date Alert Type and Alert Notes optional You can create a reminder to take a new assessment or complete the current assessment You can also create a reminder for another staff person to complete the survey assessment But in the case of Surveys and General Assessments this feature will not be used e Submit to save your information We do not recommend you to Save Draft because if you do not go back to complete the survey assessment and submit it the survey assessment data will not show up in aggregate reports e After submitting you will come to the response review screen You will receive a confirmation that your survey assessment has been submitted in the system The next screen will allow you to review your answers and go back to make edits if necessary If you need to edit a response click Edit and you will be able to make those e
6. Record Efforts Canadian Mental Health Association Calgary Po N Mental health for all My Work Contacts gt Entities Reports gt ETO Reports gt Efforts To Outcomes View Edit Participant gt Quality indicators Update a current gt Outputs participants demographics gt ETO Analytics Beta gt Wizards gt Program Administration gt Site Administration Enterprise Record Effort Track Record Assessment time and participation in Complete the Goal Attainment addition to activities ac Scale Critical Incident Report related to the and Discharge Information participant Assessment k m SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community gt Training Calendar P Support Once you have selected the client and a date range this page will appear The first section shows summary statistics 37 hitps secure etosofwareca inaex D B O X CMHA Calgary xi File Edit View Favorites Tools Help ETOSOFTWARE pi mee Log O HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLA Horizon West t Change Pegam Wednesday Sep 5 2012 R _ aos shboarc iS Report ng Dashbs Jo ad Participants Number of Point of Service Elements 2 Participant Hist Number of Efforts 2 Record Efforts Total Time Spent hh mm 00 15 My Work Attendance Q Contacts _ Total Events Atten
7. Beta ann Wizards E an gt Program Administration Effort Qualifiers gt Sie Adai C Provided emotional support and validation of feelings Assisted client with the alleviation of mental Enterprise to client in crisis situation illness symptoms C Problem solved with client barriers that O Reviewed nroaress on nnals and tasks with client SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page P Online Community P Training Calendar P Support The To Do List is accessed by clicking the To Do List tab at the top of the screen or on Programs Home Page 31 eicwn cigoy a File Edit View Favorites Tools Help Come ee bera ETOSOFTWARE BAS Logo HomePage MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary SLG Hunter House Change Program Wednesday Sep 5 2012 RA ea ran Dach P A Ay Dash haare ay T inr ac hboard mihetnttnadll ew akik ng Ua o Do List a To Do Point of Service Element All Dates Parscipent aaa Pri mones SHH ont or sevce cemer pa se cj RRP My Work om Contacts 1 9 Staff Meeting 1 0 Entities 2 i Track Receipt of Signed Release and Waiver Form 1 0 Reports 3 BD Track Receipt of Signed Release and Waiver Form 7 0 ETO Reports 4 Track Receipt of Signed Consent for Release of Information Forms 1 0 Efforts To Outcomes Quality Indicators 5 J Track Receipt of Signed Consent for Release of Information
8. Chal Welcome Nora Habafty CMHA Calgary Region Advocacy Go Wednesday Sep 5 2013 New QUERS afch ToDoList Messages MyFavortes My Dashboard Reporting Dashboard Enter Search Tennis en 7 Housing Check tn Housing Check Oui e SLA SLG Intake Program gt Add Manage Rooms Manage Al Rooma SLA Alice Bissett Place b Add 4 Take a Survey i i Entities SLA Horizon 14 gt Add dina lt Add New Entity View Edit Entity SLA Horizon 8 gt Add lt q Manage Entities Jee Enroll Entity e SLA Horizon West gt Add Dismiss Entity Manage Program Entities SLG Hunter House gt Add Record Entity Efforts Mumiple Entity Efforts Rewew Enbty Efforts Osx ialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community P Training Calendar gt Support RECORDING ASSESSMENTS LINKED TO A CLIENT Participant Assessments Assessment A data collection tool in ETO It can be used as a continuation of demographic data like in an extensive intake form or it can be used as a questionnaire that track knowledge belief attitude and or behavior that is completed more than one time and allow for comparative analysis to determine the impact of services For your Programs the Participant Assessments are Goal Attainment Scale Critical Incident Report Discharge Assessment with housing item form Exit questions for the SOS Program SOS Program only Indep
9. Each Consent Form has to be entered separately In the Next Contact Date input the date the consent form expires and in the Notes section input the names of the individuals you have consent to exchange information with Note that since you will input the Next Contact Date the reminders to have the consent forms signed again will appear in your To Do List ETOSOFTWARE pi a LogOf HomePage MyAccount Change Site Helo Chal Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Progam Wednesday Sep 5 2012 Record Participant Efforts Participants Participant s Name Fake Dolores gt Participant History nA DABR IUCR a e a a a Record Efforts Select Participant Point of Service Element Select Participant Point of Service Blement ad b My Work gt gt Select Participant Point of Service Element Point of Service Flement lt Contacts No Show Without Notice composite Track actwites on behalf of chent composite n a Track activities with client Oirect composite gt Reports Track Contact with Collateral family or significant other with cliant composite Track Contact with Collateral family or significant other without client composite gt ETO Reports Track Professonal Consultation with chent composite 5 Track Professional Consultation without chent composite Efforts To Outcomes Point of Service Flements gt Track Att a at Acted gt Quality Indicators
10. Participants gt Participant History gt Record Efforts F amp gt m 3 cr o Ww O D a lt at s F Oo o cr n Schedule Follow up Alert to show up on Other Staff s To Do list gt Contacts gt Entities Alert Date 29 Sep Y 2012 v 1 7 30 90 Saturday 29 September 2012 ETO Reports Alert Type Reminder to Complete this Assessment gt Efforts ToOutconee gt Quality Indicators v gt Outputs Alert Notes A ETO Analytics Beta Wizards Program Administration sei Site Administration Enterprise lt 1 SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community gt Training Calendar Support e Click on Submit to save your information We do not recommend you to Save Draft because if you do not go back to complete the assessment and submit it the assessment data will not show up in aggregate reports e After submitting the response review screen will generate along with a confirmation that the assessment has been submitted in the system The next screen will allow for review of answers and a link to go back to make edits if necessary If a response needs to be modified click Edit and you will be able to make those edits e Click Continue to return to the Participant Assessment screen where a list of options appears in the Take Acti
11. Supports are considered Entities in ETO To add an Entity On your Navigation Bar Go to Entities and then click on Add New Entity This page will appear 15 CMHA Calgary Windows Internet Explorer on x gt hitps secure etosoftware ca index asp 2 Bl x TS Bing pr WFavortes 3 ie Me Me CeQOoB8 S oMe e e CMHA Calgary ia fy D v Pagey Safetyy Toos r 4 ETOSOFTWARE a Loa Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLA Horizon 14 Change Program Tuesday Sep 4 2012 New To DoList Messages My Favorites My Dashboard Reporting Dashboard Enter Search Term s SLA Horizon 14 v Add New Entity Entity Name j Address 1 Entity Type Select O 8 w Address 2 Is an Individual Postal Code MPI v Entities Phone Number J Find Entity Enterprise Level Add New Entity Contacts View Edit Entity Contact Information E Manage Entities Relationship Copy Business Address Enroll Entity Title Address 1 Dismiss Entity Prefix Select w Address 2 Manage Program Entities Record Entity Efforts First Name Postal Code Multiple Entity Efforts Middle Name Email Review Entity Efforts Last Name Entity Assessment Suffix Select w Define Entity Sub Types gt BE et o SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help wi
12. ine Al rights reserved b Online Community b Training Calendar P Support To Entity Service providers is for an external referral to an outside agency outside CMHA groups such as Money Matters Skills for Life and Proactive You are found under this category To Program is for an internal referral to a CMHA Program not group Referrals to Entity Service Providers File Edit View Favorites Tools Heip ETOSOFTWARE gt S Log Of HomePage MwAccount Ghange Site Helo Chal Welrome Nora Habaty CMHA Calgan Region Street Outreach and Stabilization Change Program Wednesday Sep 5 2012 Participant Name Robert Fake Add Existing CxDemo i Service Providers Select S T OVW ECT Approve Assessments You can refer people to entities designated as Service Providers Batch Upload Beta Rea for Referral Sala i sti 1 i alact 3 aid Duptcate Enbbes Referral Date 5 Sep v 2012 1 7 30 90 Entity Contact Manager Pending Drop Off Date 5 oct 2012 1 471 430 90 z Manage Add Participant Referral Status Select Manage Attributes Manage Dashboard Templates Release Participant Information Manage Demographics Date of Next Contact iy v Month v w i 7 30 90 Manage Feeder Tables Time Spent on Contact minutes Manag HOunng Referral Notes Siom J Manage Processes x Manage Program Groups Manage Programs T 7 Manage Properties SocialSolutions
13. Add Participant to Room 2 Fake Beth 10242 1 1 1960 Manage Room Room 3 Add Participant to Room 3 N A Manage Room Room 4 Add Participant to Room 4 N A Manage Room Terre Room 5 Add Participant to Room 5 N A Manage Room gt Entities Room 6 Add Participant to Room 6 N A Manage Room gt Reports Room 7 Add Participant to Room 7 N A Manage Room ETO Reports Room 8 Add Participant to Room 8 N A Manage Room Efforts To Outcomes gt Quality Indicators Outputs ETO Analytics Beta gt Wizards SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community gt Training Calendar P Support Click Add Participant to Room x to utilize the quick and easy housing check in Search for a participant using last name first name format A list of matches will generate Select the participant and determine the occupancy start date and click on Save 64 ta mips secure etosotwareca iniex D fd BC X Jliohiyi Google Search CMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE Log Of HomePage MyAccount Change Sie Helo Chat Welcome Nora Habaty CMHA Calgary Region n Supportive Living Post Discharge Transition Change Program Wednesday Sep 5 2012 3 participant s found Participant Case DOB Fake Beth 10242 1 1 1960 Fake Bob 10246 28 12 1987 Fake Martin 10244 26 8 1984 Notes Contacts gt Entities Reports ETO Reports O
14. Group Start Date 6dit Remove Fake Robert 06 06 2012 ETOSOFTWARE a Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Caigary Region Independent Living Support Change Program Wednesday Sep 5 2012 New ToDoList Messages My Favorites My Dashboard Reporting Dashboard Enter Search Term s Independent Living Support v Search Edit Group Member gt Participants s ga gt Participant History Edit Robert Fake s Membership in Fake Money Matters group iy Record Enon gt My Work Termination Date A Erres gt Reports eports Termination Reason Select X ETO Reports gt Quality Indicators gt Outputs J ETO Analytics Beta gt Wizards P Program Administration Site Administration Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page gt Online Community gt Training Calendar Support RECORDING AND EDITING GROUP ATTENDANCE OF REGISTERED CLIENTS This is for Independent Living Support Money Matters CMHA clients Proactive You CMHA clients Skills for Life CMHA clients Supportive Living Group homes house meetings and other groups such a skill development and leisure groups Apartments community meetings and other groups such as skill develooment and leisure groups Feature to use Multiple Participant Efforts This feature is most often used to track
15. Log Of HomePage MyAccount Change Sie Help Chat Velcome Nora Habaty CMHA Calgary Region SLG Miner House Change Program Wednesday Sep 5 2012 Mew ToDolist Messages MyFavontes My Dashboard Reporting Dashboard Enter Search Tormis OMON Paricpant SLG Miner House Search Dismiss Participants from SLG Miner House TFTA Pr EH Ge eee ae Review Stall To Do _ View Edit Time Sheets Fake Carclina End Date Dismissal Reason i Successtully Site Administration amp Af 7 O CF Select ll Completed Add Mow Stat yesterday a ayy Add Existing Attributes age penn lal ac Add Existing CxDemo DISMISS chet moved Ba asaiaatensanadi tek Delete Fakes Dupicate Entities Entity Contact Manager Manage Add Participant Manage Attributes Manage Dashboard Templates Manage Demographics Manage Feeder Tables Manage Housing 2 SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page P Online Community P Training Calendar P Support Input the End Date select the dismissal reason and put a checkmark in Successfully completed if the client successfully completed your Program Then click on Dismiss These are the dismissal reasons Completed Service no follow up To be used when the client has successfully completed the Program Completed Service client went to other Program To be used when the client has successfully completed your Progra
16. Number is automatically generated after the demographic page is submitted saved e Phone numbers require 10 digits Enter 10 digits move to another field and the number will auto format with parenthesis and a dash e Postal Code will auto populate city and province after the page is submitted e The Standard Demographics Referral Source and Funding Source are both a special type of field called Entity Cross Reference New options can be added through the Add New Entity feature Select the corresponding Entity Type Referral Source or Funding Source based on the field you re populating If there are Entities in other programs in the site that should be listed in the current program they can be brought into the program through Enroll Entity e The Alert field if enabled will generate a pop up with the data entered in that field when the participant is accessed through View Edit Participant Participant Efforts and Enroll Participant Submitting the Add New Participant Page e Once you ve completed all relevant demographic information on the first page select the Participant s Program Start Date at the bottom of the page This date should be the date when the Participant started receiving services or completed an intake referral form The Program Start Date can be backdated as necessary Only the ETO Administrator can edit this date please enter it carefully This date default to blank e The Enroll in Program check box must be checked to e
17. PASES Logot Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region aiaiai Living iil Change Program Wednesday Sep 5 2012 Enter Search Term s Independent Living Support v en Record Multiple Participant Efforts Select a Participant Outcome Activity Select A Participant Outcome Activity isis Select A Participant Outcome Activity Composite Outcomes Activities No Show Without Notice composite Track activities on behalf of client composite Track activities with client Direct composite Track Contact with Collateral family or significant other with client composite Track Contact with Collateral family or significant other without client composite Track Professional Consultation with client composite Track Professional Consultation without client composite Outcomes Activities l l Track Attendance at Life Skills Workshop Bona Check Out Track Attendance at Pro active You Workshop Manage Rooms Track Client Hospitalizations Track Receipt of Signed Release and Waiver Form Manage All Rooms Track Receipt of Signed Consent for Release of Information Forms Track Receipt of Signed Service Agreement Form taisti ETO Reports SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community P Training Calendar gt Support This page will appear IS https secure etosoftware ca in
18. To further define your search use Find Participant the text boxes below Add Mew Participan reer Add New Household Beta ast fi Fake naapa View Edit Participant First Name Enroll Participants SIM Dismiss Participants Case Number Dismiss Participants by Date E Enroll Participants C Family Name Add Reliable Contacts View Edit Reliable Contacts Add Edit Families Manage Groups Piakin bites fa SocalSolutions 2001 2012 Developed by Social Solutions inc All rights reserved b Online Community p Training Calendar P Support 20 This page will appear Put a checkmark in front of the participant s name ea o hps vecais O a B O X 8 Googie es CMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE pi ana Logo HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 2012 Last Name First Name Alex SIN Case Number Family Name gt Search Below are all Participants matching Fake who are not currently enrolled in SLA Horizon West O Select All 1 F Fake Alex DOB 1 1 1984 Case Number 10241 SocalSolutions 2007 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community Training Calendar Support Input the Program Start Date when this page appears and then click on Submit To view edit the clients information use
19. attendance or services provided to more than one Participant simultaneously For example workshops meetings for residents of the house or of the apartment building group activities etc On your Navigation Bar go to Record Efforts and then Multiple Participant Efforts Once the Multiple Participant Efforts feature is selected you will be prompted to select Group Family or Participant Select the Group Family option then click Submit to be prompted to enter data for one 58 e Group for the Independent Living Support Program e Housing Unit for all Supportive Living Programs iE CMHA Calgary ETOSOFTWARE Sena Log Off Home Page MyAccount Change Site Welcome Nora Habafy CMHA Calgary Region i AROR Living iii Change Program Wednesd Enter Search Term s Independent Living Support v a R d Multiple Partia t Effort Record Alenuat e ecord Multiple Partiapan s pe z SelectGroup PREA 1 Fake Money Matters group View Edit Referr View Pending R gt Contacts gt Entities gt ETO Reports SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community Training Cale Select the appropriate Point of Service and click Submit 59 amp IS https secure etosoftware ca index po B x lohjhy Google Search CMHA Calgary x File Edit View Favorites Tools Help Canadian Mental ETOSOFTWARE
20. for Dismissal feeder table populates options why All fields in the Add Referral page are the same for internal program and external entity referrals with this exception e Pending Drop Off Date the referral will stay in Pending Referrals at the Peer Options program until this date The default for this field is 30 days from today s date but can be set to any date e Peer Options Waitlist Staff will receive an e mail when a referral is made to their Program The Staff referring the client to the Peer Options Waitlist Program will receive an email message once the referral is accepted or not accepted 47 ADDING SERVICE PROVIDERS NOT ALREADY IN ETO Feature to use Add New Entity This function allows you to add an Entity to the selected program As you remember Service Providers are considered Entities in ETO To add an Entity On your Navigation Bar Go to Entities and then Add New Entity But first make sure that it is not already in ETO This page will Sues CMHA Calgary Windows Internet E canola https sec ee ndex asp 7 a D 41 X ol Bing pr acon SUhNe couenE AGE B CMHA Calgary fp B v Pager Safetyy Toos r mennan p Log Off Home Page My Account Change Site Help Chat e Nora Habafy CMHA Calgary Region SLA Horizon 14 Change Program Tuesday Sep 4 2012 New ToDolist Messages MyFavorites My Dashboard Reporting Dashboard Enter Search Term
21. on some life independent living Attended an activity with client Other SocalSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page P Online Community p Training Calendar P Su e lf there is a section that has Value choices such as below in the Point of Service Client engagement within the composite Point of Service Track activities with client select the appropriate value choice e lf there is a section that has the Values Yes or No such as below in the Point of Service Track travel time within the composite Point of Service Track activities with client select Yes if there was travel time and select No if there was no travel time The same for Track documentation of activities with client If you select No input O for Time Spent e Time Spent Is always in Minutes and always in 15 minutes increments e g 15 30 45 90 120 180 etc 29 ETOSOFTWARE BA Logoff HomePage MyAccount Change Site Help Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 7 ToDolist Messages My Favorites My Dashboard _ SLA Horizon West Search Participants Participant History Record Efforts P My Work Contacts LE Reports t ETO Reports gt Efforts To Outcomes t Quality Indicators Outputs ez ETO Analytics Beta t Wizards yy t Program Administration t Site
22. one Program e SP E fips secure etosottware ca index O MBG X CMHA Calgay File Edit View Favorites Tools Help han buna wt a Longi HomePage MyAccount Change Site Help Chal hore ETOSOFTWARE Welcome Nora Habafy CMHA Calgary Region Street Outreach and Stabilization Change Program Wednesday Sep 5 2012 Participants Program Summary Site Summary Participen Street Outreach and Stabilization CMHA Calgary Region z Re Number Of Participant Point of Service Elements 8 41 Number Of Efforts 14 184 Total Time Spent hh mm 03 45 206 47 1 Number Of Entity Point of Service Elements 0 18 7 Number Of Efforts 0 51 Total Time Spent hh mm 00 00 102 39 Number Of General Point of Service Elements 0 16 F Number Of Efforts 0 26 ao Rats Total Time Spent hh mm 00 00 22 30 Housing Checkin Employment Placements 0 0 Housing Check Out Education Placements 0 0 _ Manage Rooms Referrals 32 z Manage All Rooms m m TakeaSwveyv J SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar gt Support If you decide to enter your time in administrative tasks at the end of the month at the end of the month you can add your total time spent under Participant point of service elements which is your total time for client related work and under General Points
23. or Track Contact with Collateral family or Independent Living 05 08 2012 403 456 6789 significant other without cient significant other without cient Suppert BL Efforts To Outcomes Home Edit Add Similar Track Contact with Collateral family or Track Contact with Collateral family or Independent Living 05 08 2012 t Quality Indicators significant other with client significant other with dient Support Outputs ts t ETO Analytics Beta Wizards Program Administration e Site Administration t Enterprise ke Program Date Completed dd Similar independent Living Support 14 08 2012 Edit Add Similar Independent Living Support 01 08 2012 Edit Add Similar Independent Living Support 01 06 2012 Edit Add Similar Independent Living Support OL oa e012 Edit Add Similar Independent Living Support 01701 2017 Socalfolutions 2001 2012 Developed by Social Solutions Inc All rights reserved t Online Community F Training Calendar P Support ENROLLING CLIENT IN A PROGRAM Intake Waitlist or Actual Program Enroll To bring a participant that exists in ETO into the selected program and enter a program start date Enroll in the context of ETO Fred got services here three years ago and moved to Florida When he returned rather than adding him as a new Participant in ETO enrolled him 19 Feature to use Enroll Participant The Enroll feature is typically used in one of two scenarios 1 Intake Waitlist Pr
24. rights reserved Help with this page p Online Community p Training Calendar gt Support 62 Click on Remove next to each participant s name Take Action Participant Name Group Start Date Edit Remove Fake Robert 06 06 2012 This page will appear I https di E CMHA Calgary File Edit View Favorites Tools Help TA ze abem ETOSOFTWARE a er yrr je Logon HomePage MyAccount Change Side Help Chal Velcome Nora Habaty CMHA Calgary Region Independent Living Support Change Program Wednesday Sep 5 2012 bma scarred pums Dismiss Participants by Date Enol httchbmatad i E Permanently Delete From Group j Viewed Roksi Contacts Add Edit Families Manage Groups Termination Date Termination Reason Participant gt Participant History Record Efforts View Pending Referrals m SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page P Online Community gt Training Calendar P Support Input the Termination Date For Termination Reason Only use the options Completed Group Dropped out from Group and Other because all the other options do not apply to Groups Indeed the other options are for discharge from a Program or not accepted into Peer Options Program Click on Save HOUSING CHECK IN The rooms have been configured in ETO in your program meaning that ther
25. to show up to an activity versus a drop in event Creating groups makes tracking attendance and other point of service elements tracked for a group much easier FOR MANAGER ONLY To add a new group follow these steps e On your Program s Home Page Click on Manage group or on your Navigation Bar go to Participants and then Manage groups 55 e Click the Add button on the bottom of the Manage Groups page ich amp CMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE a Log Off Home Page MyAccount Change Site He Welcome Nora Habafy CMHA Calgary Region Independent Living Support Change Program Wednesday S aa E o f Li Ta t ii She typ My Favorites My Da H bo ard i Repor SN O A ges eee f Enter Search Term s Independent Living Support v n Find Participant C i j Parti ip ant Add New Participant gt Members Add New Household 1 Fake money matters Enabled gt Disable 1 6 2012 6 6 2012 2 Fake Money Matters group Enabled gt Disable 1 4 2012 14 8 2012 gt Members View Edit Participant Enroll Participants Dismiss Participants Dismiss Participants lt q _ __ Enroll Participants C Add Reliable Contact Manage Groups beta View Edit Reliable Cc Add Edit Families Manage Groups gt Participant History 3 Fake Skills for Life group Enabled gt Disable 1 4 2012 6 6 2012 gt Record Efforts SocialSolu
26. 2012 Next Week fod There is nothing due for this period To Do Calendar gt Efforts To Outcomes gt Quality indicators Outputs gt ETO Analytics eta gt Wizards E gt Program Administration gt Site Administration Enterprise hitps secure etosoftware ca ToDoCalendarBetav3 asp p Social Sohtions inc All rights reserved gt Online Community P Trai Calendar gt Support If you have entered efforts in more than one program all reminders can be combined in one list by switching the Scope Editing your records efforts If you have made a mistake or did not finish entering a note the Edit my Efforts feature will allow you to go back and update the effort with changes On your Program s Home Page go to Edit My Efforts 33 File Edit View Favorites Tools Help ETOSOFTWARE pi ana Logon HomePaod MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary Region SLG Hunter House Change Program Wednesday Sep 5 2012 ST EGINI APTI oF ToDolist Messages Jx ne N NE ve Ss Seo eee ree Pe on re et lll N pe ek A I a SSSR My Favontes My Dashboard Reporting Dashboard w j ent Aii Ay Fa ndan Enter Search Term s SLG House I Search Last Login 4 9 2012 a Participants Failed Attempts a n ony Participant Histon Record Efforts My Work Contacts Entities Reports ETO Reports Efforts To Outcomes Quality indicators Outputs ETO
27. Administration t Enterprise Time Spent SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved e Type in your case note in the Notes box that holds up to 7 250 characters The box will expand with a scroll bar on the right to accommodate text beyond what s visible ETO doesn t have an integrated spell checker so some people prefer to write their notes in Word and then paste them Try to avoid using double quotation marks because they can affect the appearance of certain standard reports and query results ETOSOFTWARE A cin iene iia ui in Wal 4 Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 7 aaa Participants Time Spent _ aT gt Participant History Value 5 Yes No gt Seecor Enea P My Work Contacts Entities Reports t ETO Reports gt Efforts To Outcomes gt Quality Indicators Outputs Gg t ETO Analytics Beta Wizards Program Administration Site Administration Enterprise E a LE e eL SocialSolutions 2001 2012 Developed by Social Solutions Ine Al rights reserved Help with this page p Online Community Training Calendar P Su e Three save options o Save Effort amp Close o Save Effort amp Record Similar Effort This is to record data for the same Point of Service for the same participant o Save Effort amp View Edit Participant This is if you wan
28. Analytics Beta Wizards Program Administration Site Administration Enterprise Canadian Mental SLG Hunter House Health Association Calgary Mental health for all View Pending Referrals Find and View Edit Participant Update enroll participants a current participants referred by another demographics program Record Effort Track Record Assessment time and participation in Complete the Goal Attainment addition to activities Scale Critical Incident Report GO related to the and Discharge Information t m b SocialSolutions 2001 2012 Developed by Social Soltions inc All rights reserved gt Online Community P Training Calendar P Support Efforts can be found based on the Date of Contact often different than the date recorded or by the Participan s last name ETOSOFTWARE PB aia Log Of HomePage MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary Region SLG Hunter House Change Program Wednesday Sep 5 201 ee See Peete Tn Tun tied pes th sg ar New ToDoList Messages MyFavontes My Enter Search Term s Edit My Efforts Participants Participant History Record Efforts Select Date for the Recorded Effort 5 Sep 2012 eer oO gt by ra Contacts I I EE Entities Reports ETO Reports Efforts To Outcomes Quality Indicators Outputs ETO Analytics Beta Wizards Program Administration Site Administration Enterprise CHA caigan
29. Canadian Mental Health Association Calgary Mental health for all Efforts To Outcomes ETO USER MANUAL Independent Living Support All Supportive Living and Street Outreach Stabilization Programs Created in September 2012 TABLE OF CONTENTS Introduction Navigating ETO Recording a new client in Intake Waitlist Recording client s personal supports Recording client s professional supports Adding professional supports if they are not already in ETO Editing client information Participant Dashboard feature Enrolling client in a Program Intake Waitlist or Actual Printing a Facesheet of your client Dismissing a client from your Program Recording your time with and on behalf of clients To do List Editing your records efforts Recording client hospitalizations while in your Program Recording signed consent forms Reviewing your client s efforts Recording your time not related to clients Reviewing your total time and work for a particular date range Printing the notes for a particular client for a particular date range Recording referrals Adding service providers not already in ETO Recording assessments linked to a client Participant Assessments Recording surveys assessments not linked to a client Adding New Groups and Registering clients in your Program s groups Recording and editing group attendance of registered clients Recording group attendance of anonymous individuals Un registering clients in gro
30. Emergency Crisis Services Family Friend Forensic Services Government Services provincial municipal e g AISH Alberta Works Housing Program e g Pathways to Housing The Alex Immigrant Services e g Calgary Catholic Immigration Society Long Term Care Facility e g Fanning Care Centre Non AHS Health Professional e g Physician psychiatrist not affiliated to AHS 48 Other AHS Professional Any AHS Program not related to Mental Health and Addiction e g Living well with a chronic illness Other Shelter Homeless e g The Mustard Seed Shelter Other e g Calgary Women s Emergency Shelter YWCA Sherriff King Home etc e After designating a Type and Sub Type for the Entity input the phone number and the address in the first section There is no need to enter the second section e After indicating whether or not you want the Entity Service provider to be a part of the program you are in you will then be asked in you wish to Manage the Entity No need Continue until the page below appears You may receive a Duplicate Warning if you attempt to add a new entity that already exists on the site e Add the service provider to all Programs so that all Programs can use this Service Provider in the future To do this click on Program Information at the top right E hitps secure etosoftwareca inde D E BC X cMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE x E Log Of HomePage MyAccou
31. Forms 1 0 abi 6 2 Track Receipt of Signed Consent for Release of Information Forms 1 0 ETO Analytics Beta 7 a Track Receipt of Signed Consent for Release of Information Forms 7 0 Wizards 8 is Track Receipt of Signed Service Agreement Form 1 0 Program Administration 9 i Track Receipt of Signed Service Agreement Form 7 0 Site Administration Enterprise inbox Microsoft Outlook 2 2012 Developed by Social Solutions inc All rights reserved gt c gt c gt Support Click the toggle plus sign on the left side of the Point of Service Element to expand the details The Take Action drop box includes Record Effort View Efforts History View Edit Participant Change Due Date and for Program Managers and higher Assign Effort to Staff File Edit View Favorites Tools Help ETOSOFTWARE A Log Of HomePage MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary pamos SLG Hunter House aane Program Wednesday Sep 5 2012 Participants Participant History Record Efforts x 3 Staff Meeting My Work Subject Type Due Date Take Action Contacts 1 4 Independent Living Support General 28 9 2012 Record Effort other Actions P Entities Reports 4 Track Receipt of Signed Release and Waiver Form ETO Reports Track Recelpt of Signed Release and Walver Form 1 7 gt Efforts To outcomes Track Receipt of Signed Consent for Release of Information Forms 1 Quality Indicators 1 Track Receipt of
32. Multiple Participant Efforts 1 0 Track administrative tasks Add Referral m fm Last Value N A Multiple Participant Referrals EM New Value Yes No View Edit Referrals M Time Spent on Contact Tl View Pending Referrals 2 0M Track Travel Time General Assessments M Last Value N A General Efforts A New Value Yes No Housing Check in Housing Check 0 iw on Contact IM Time Spent on Contact iz l Notes Manage All Rooms i m Take a Survey ng SocalSolutions 2001 2012 Developed by Social Solutions inc All rights reserved H Online Community P Training Calendar P Support e Select the appropriate Contact Location Method Date of Contact Date of Next Contact if desired this will populate your To Do List for future contacts e Always click on Yes if the activity e g administrative tasks program presentation happened and click on No if an activity e g and in particular travel time did not happen If you select No input 0 for Time spent on Contact e The notes box has a limit of 7 250 characters e Click Save Effort amp Close to submit or Save amp Record Similar Effort to submit and record an additional effort with the same program REVIEWING YOUR TOTAL TIME AND WORK FOR A PARTICULAR DATE RANGE The Review My Efforts functionality provides a viewable and printable record of all efforts that you have recorded in ETO On your Program s Home Page click on Review My Efforts 40
33. O Mutiple Participant Efforts demographics F Add Referral Multiple Partapant Referrals Record Effort Track Record Assessment View Edit Referrals time and participation in Complete the Goal Attainment View Pending Referrals addition to activities Go Scale Critical Incident Report GO related to the and Discharge Information participant Assessment General Efforts Housing Check In Dismiss Participants Housing Check Out Dismiss a participant s record Manage Rooms Add Referrals Refer a from this program if the eo etre ee eee ans Soe Ee Be be ee el See ee Manage All Rooms t m 4 Take a Sve x SocialSolutions 2001 2012 Detect t Office PowerPoint 2003 reserved gt Online Community p Training Calendar gt Support The General Efforts for your Programs are Track Administrative Tasks To be used to record non client related work such as filling out your timesheet expenses preparing your weekly schedule etc Input your time for administrative tasks on a daily weekly or monthly basis To calculate your monthly time in administrative tasks which is the total time you worked total time in client related work use the Review My Efforts feature described below in this Manual Always in minutes so multiply your hours by 60 Staff Meeting To be used to track your time in Team meetings or Agency Staff meeting Track contacts with non participants To be used for tracking contacts with non registered individuals clien
34. Participant Add New Participant gt Delete gt Change Order Add New Household Beta View Edit Participant Pak Enroll Participants Zz Dismiss Participants Dismiss Participants by Date Enroll Participants C Add Reliable Contacts View Edit Reliable Contacts Add Edit Families Manage Groups Daretizninant Alatah ma SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community p Training Calendar gt Support TIP Reliable contacts appear on the Standard Reports Participant Profile and Participant Face Sheet RECORDING CLIENT S PROFESSIONAL SUPPORTS In ETO Professional Supports are called Participant Matches Professional Supports are installed in ETO as Entities Entities Typically a third party that somehow impacts Participants such as Professionals Employers Education Institutions or other community based organizations where Participants are referred Like Participants Entities can be tracked with assessments efforts and processes 12 Feature to use Participant Match This functionality allows you to match a Participant with an Entity Contact either an Individual Entity that is categorized as a contact by default or a contact associated with an Entity of another type Steps to making a match Click on Participants and then Participant Match on your Navigation Bar and then search for the participant client to be matched If there are
35. Reports Oru Hist T a s ca m 5 F k Online Community b Training Calendar F Support C E E E Att Secureetocofhware ca CliantlnystalReports aip i ptiname nptGetllieniQutcomesHxPercli 44 RECORDING REFERRALS Feature to use Add Referral This function allows you to capture the referral of a Participant to one of two destinations Internal referral to a CMHA Program and an external referral to an outside agency entity On your Program s Home Page click on Go next to Add Referrals Or on your Navigation Bar go to Record Efforts and then click on Add Referral Witps secureetosoftwareca inde O BG X Google CMHA Calgary iram File Edit View Favorites Tools Help brrr ma ETOSOFTWARE BAC Logon HomePage MyAccount Change Site Help Chal Welcome Nora Habaty CMHA Calgary Region Street Outreach and Stabilization Change Program Friday Sep 7 4012 Seige hy P Uras are 7 pes ies F et FTS FT To De List My M iit uf Enter Search Tormis Participant Effort Track Participant Assessment activites with participants Goal Attainment Scale SOS and on behalf of Exit Questions Critical participants as well as 0 88 Incident Report Discharge 229 consent forms and Assessment w housing hospitalizations situation Track Sinin tasks aoe General Assessment Go Complete SOS Program co oe development Outr
36. SW Fhone Edit Delete Record Entity Efforts 2nd floor RRDTC CAMHSS i Muttiple Entity Efforts a 5 j Pleadener Ead Eilaas E Sock i r l l TAR ikia fiu Gi ae SocialSolutions 2001 2012 Deve icrosoht Office PowerPoint 2003 2 reserved H Online Community P Training Calendar P Support Then this page will appear ETOSOFTWARE BS Logo HomePage MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary Region maa aasta Baigaaiasin Transition Change Program Wednesday Sep 5 2012 lt cci eo S 4 owg wose ao eranen sure FEE nnen Action Date 5 Sep v 2012 gt Add No Programs Currently Assigned o Contacts Community Education lt _ Enina Find Entity L Continuing Connections lt Add New Entity View Edit Entity Family Support confidential lt Manage Entities Enroll Entity ILS Intake Program Add Dismiss Entity Independent Living Support gt Add lt Record ae Bs 7 Multiple Entity Efforts a L j Plnedenur Edik Dilare SocalSolutions 2001 2012 Developed by Social Solutions ine All rights reserved b Online Community p Training Calendar P Support Click on Add for each of the Programs you believe would benefit from having this Professional Support available one of the client in the program may have this Professional Support You will have to do this for each Pr
37. Signed Consent for Release of Information Forms Outputs 6 l l Track Receipt of Signed Consent for Release of Information Forms ETO Analytics Beta Subjea Type Due Date Take Action Wizards Program Administration 14 Fake Dolores Participant 1 2 2013 Record Effort Other Actions Site Administration 7 8 Track Recelpt of Signed Consent for Release of Information Forms Fi Enterprise 8 8 Track Receipt of Signed Service Agreement Form 1 9 i Track Receipt of Signed Service Agreement Form 7 SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Online Community p Training Calendar b Support Open t the Show drop box to switch the To Do List view Point of Service Element Participant Entity General Calendar 32 The most popular view is the Calendar You can determine which days should appear 5 work days versus the full week and can move through the calendar by using the arrows pointing to the left past and right future fem Bee ETOSOFTWARE BAC Log Of HomePage MyAccount Change Site Help Chat ii MOE buer erae hr a Welcome Nora Habafy CMHA Calgary Region SLG Hunter House Change Program Wetinesday Sep 5 2012 New l To Dolist Messages l dy Favontes My Dashboa Reporting Dashboard i Enter Search Terms Participants Participant History Record Efforts My Work gt Contacts 29 10 2012 30 10 2012 31 10 2012 1 11 2012 2 11
38. Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar gt Support Select your client And then this page will appear https secure etosoftware ca index O BOX s00gle K CMHA Calgary xA File Edit View Favorites Tools Help Canadian Mental ETOSOFTWARE xE Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLA Horizon 8 Change Program Tuesday Sep 4 2012 New ToDoList Messages My Favorites My Dashboard Reporting Dashboard Enter Search Term s SLA Horizon 8 x Search Add Reliable Contact for Alex Fake a e a RE EET DOB Day v Month v Year v Participant Cases Relationship Select v Find Participant C Attribute Select v Find Participant a Add New Participant Add 2 Add New Household Beta Address 2 View Edit Participant Postal Code Enroll Participants Dismiss Participants Home Phone A as Dismiss Participants by Date Work Phone Ext Enroll Participants C Cell Phone Add Reliable Contacts Pagar View Edit Reliable Contacts Add Edit Families E mail Manage Groups 4 m Dartininant Matah Da SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community p Training Calendar gt Support Only the name field in yellow is required Type in the first name and last name of the Reliable Contact in
39. Special Considerations Revew Stalf To Do Alert View Edit Time Sheets Other Identified Needs eee apa Add New Staff Medication Management Independent v Add Existing Attributes Assigned Staff Select X Add Existing CxDemo Approve Assessments Delete Fakes Duplicate Entities Efforts Participant History Miscellaneous Entity Contact Manager Participant Efforts Participant Program History View Edit Reliable Contacts Manage Add Participant Review Participant Efforts Participant Face Sheet Add Reliable Contacts Manage Attributes Participant Assessment ed Add In a Group Add Referral Manage Dashboard Templates View Edit Referral Ma n Dismiss Participants z das a papos Participant Match z Manage Feeder Tables i m Manage Housing SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community P Training Calendar P Support DISMISSING A CLIENT FROM YOUR PROGRAM Dismiss Discharge file closing Feature to use Dismiss Participant When a Participant is no longer being served by a selected program it may be Dismissed from that program using this feature Dismissed participant records are not deleted a dismissed Participant may be re enrolled with the Enroll Participant feature at any time Enrollment and dismissal details are stored on the Program History accessed via the button in the upper left of the View Edit or Find Participant pages Note Every time the decis
40. Track Attendance at Informational Groups gt Outputs T A _ mary ran haber arb gt ETO Analytics Beta Recept of Signed Consent for Release of Information Forms Wizards rack Recept of Segned Service Agreement Form gt Program Administration Site Administration gt Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar P Support 36 REVIEWING YOUR CLIENT S EFFORTS Review Participant Efforts The most popular report in ETO It contains detailed data about a selected participant within a date range including efforts referrals assessments etc The original view shows summary statistics There is the option to drill down to see more details such as case notes Review Participant Efforts in the context of ETO I run the Review Participant Efforts report to read about the efforts my colleagues recorded for participants we serve which helps me to feel in the loop On your Program s Home Page click on Review Client Efforts dex O a BOX SIMHA Calgay x Cesson Morte ETOSOFTWARE PA Logo Home Paod MyAccount Change Site Help Cha Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 201 Enter Search Term s SLA Horizon a m Last Login 4 9 2012 a Participants Failed Attempts aai Login 0m3 gt Participant History dil Page
41. Windows inemet Exporer Help with this page p Online Community gt Training Calendar CMHA Calgary Windows Internet Explorer lopod by Social Sohdions inc All rights reserved d c u d c gt Support 34 Click the blue link to edit the record or the red link to delete the record note that deleted records are completely erased from ETO File Edit View Favorites Tools Help ETOSOFTWARE pi che a Log Of HomePage MyAccount Change Site Helo Chal Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 2012 ae Participants Select Date for the Recorded Effort 5 Sep 2012 Search by Participant fake 2 Submit For partidpant Fake Dolores Efforts To outcomes E si igi ei of Signed Consent for Release of Information Forms d Quality ind 7 7 Serres sann Contact Location Mathod Face to face offsite Value Yes Edit record Delete record i Outputs E Date of Contact 13 6 2012 Time Spent On Contact N A t ETO Analytics ics Beta j Wizards gt Program Administration b Site Administration gt Enterprise t Ne es d SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved 7 Help with this page b Online Community p Training Calendar P Support Make the changes and click Update Effort at the bottom right RECORDING CLIENT HOSPITALIZATIONS WHILE IN YOUR PROGRAM This is a Point of Service and is re
42. ance Hrs of Attendance Alternate Multiple Participant Efforts Add Referral Multiple Participant Referral View Pending Referrals General Assessments General Efforts Participant Efforts Search for Participants in All Tools by partial Last Name SSN or Case Number Show All Participants SEARCH y Include Dismissed Participants in results To see all Participants leave the box empty 1 0 Brown Charlie 2 12 1987 27 Qaa Butz Steve 1 1 1981 3 Qao Finlay Sean unknown 4 Click on Go next to Record Efforts on your Program Home Page This page will appear 21 E DW O mps ecure etosotwareca inne O BOX CMHA Calgary x File Edit View Favorites Tools Help ETOSOFTWARE pi Een Log Off HomePage MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 2012 Ener Soarch Terms goo Record Participant Efforts Participants Participant s Name Fake Dolores gt Participant History Record Efforts Select Participant Point of Service Element Select Participant Point of Service Element wd gt My Work Composite Point af Service Flement Contacts No Show Without Notice composite b Entitje Track actwibes on behalf of chent composite n ad Track activities with client Direct composite Reports Track Contact with Collateral family or significant other with cli
43. ant composite Track Contact with Collateral family or significant other without client composite gt ETO Reports Track Professonal Consultation with chent composite F Track Professional Consultation without client composite gt Efforts To Outcomes Point of Service Flements P icators Track Attendance at Activity gt Quallly indi Track Attendance at Informational Groups gt Outputs Track Attendance at Skill Development Groups gt Track Chent Hospitakzations gt ETO Analytics Beta Track Receipt of Signed Release and Waiver Form gt Wizards Track Receipt of Signed Consent for Release of Information Forms lt Track Recept of Segned Service Agreement Form Program Administration Site Administration Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page gt Online Community gt Trai Calendar gt Support You will be presented with a drop box To access the data entry screen you must select the appropriate Point of Service from the drop box and click the Submit button Note that if there is only one Participant Point of Service in the selected program this screen will flash by very quickly and you will be auto directed to the data entry screen Also if you clicked the Add Similar link on the Recent Efforts ETO Part the drop box will not appear and the user will be auto directed to the data entry screen for that Point of Service Click
44. ate link Edit Add Similar New within the Recent Efforts ETO Part 25 ity Ringo Starr s Recent Efforts 2 Ringo Starr DOR 9 25 1955 Take Action Point of Service Program Age 55 Daily attendance Program Area After Schoo Race Hissanie Daily attendance Program dres Afer School Marital Status Married Daily attendance Program Anga After Schaal Contact 345 Chevy Orive Daily attendance Program Ansa After School Bronx NY 10453 Edis Add Simular Case management Aaduce number of barriers 258 697 7785 Home 256 987 4456 Cell A Ringo Starr s Recent Assessments Take Action Assesement Program Hes Program Area Program Area Program Area Program orea Program Armes Casa Managem Adolescent epreductive He Adolescent Reproductive He ddolescent Seproductive He Adolescent Seproductive He 2 Perform a Quick Search within the selected program click on the Participant then click Record an Effort Quick Search Results _ Matches for LName 3 4 2005 view cae Record an dr ae g p View f Record Ass SSSIT Review Efforts Program i History a Dismiss from program 0 MOFE a bate 3 Click the Navigation Bar feature find Record Efforts and click on Participant Efforts Search for the Participant and click on his name 26 Participants E Participant History Record Attendance Record Hours of Attend
45. available Assessments and click Continue 51 i CMHA Calgary File Edit View Favorites Tools Help Canadian Mental ETOSOFTWARE SN pean Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Independent Living mm Change Program Wednesday Sep 5 2012 New _To Do List Messages MyFavorites My Dashboard _Reporting Dashboard Enter Search Term s Independent Living Support v aram ake Assessment For Fake Robert hs aad gt Participant History gt Record Efforts a gt My Work im Work gt Contacts gt ETO Reports Efforts To Outcomes gt Quality Indicators gt ETO Analytics Beta Program Administration Site Administration gt Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page Online Community Training Calendar Support e Enter the assessment date at top of screen File Edit View Favorites Tools Help Canadian Mental ETOSOFTWARE MAZES LogOf Home Page MyAccout Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region ali Living sitesi Change Program Wednesday Sep 5 2012 Te Ti x Enter Search Term s ieponient L aa Sorot M Participants E Participant History 7 gt Record Efforts Critical Incident Report gt My Work gt Contacts gt Entities Section A CRITICAL INCIDENT REPORT gt ETOReports gt Efforts T
46. ccupancy Start Date 5 9 2012 aE Efforts To Outcomes gt Quality indicators gt Outputs gt ETO Analytics Beta rogram Adm javascript Solutions 2001 2012 Developed by Social Soltions Inc Al rights reserved gt Online Community gt Training Calendar gt Support HOUSING CHECK OUT On your Navigation Bar go to Record Efforts and then Housing Check Out This page will appear ee F E nttps secure etosottwareca insex O BG X 3loy Googie File Edit View Favorites Tools Help Comet a berra ETOSOFTWARE BS Log Of HomePage MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary Region eaewene ee PARETE Transition Change Program Wednesday Sep 5 2012 oo eo oo Enter Search Term s Contacts aa Entities Beth Fake Hamilton House Room 2 06 05 2012 05 09 2012 E gt Reports i ETO Reports Efforts To Outcomes gt Quality Indicators Outputs gt ETO Analytics Beta gt Wizards SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community gt Training Calendar gt Support Check the participant s who needs to be checked out of a room Apt determine the check out date s and click save LOGGING OFF To log off click on the link in the upper right corner of the software You should click on this link before closing your browser to ensure the data remains as secure as
47. corded under Record Efforts This Point of Service is used to record non psychiatric and psychiatric hospitalizations of your clients while they are in your Program ETOSOFTWARE BA roc tiia pags aiani caii te Eii Weitome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 2012 ENDET zm Record Participant Efforts Participants Participant s Name Fake Dolores Select Participant Point of Service Element lt Select Participant Pomt of Service Blemert Select prods a Point of Service Elament Pierini of Senior Elements Contacts No Show Without Notice composite gt Entitie Track actwibes on behalf of chent composite Track activities with client Direct composite gt Reports Track Contact with Collateral family or significant other with ciant composite Track Contact with Collateral family or significant other without client composite gt ETO Reports Track Professonal Consultation wath chent composite a Track Professional Consultation without client composite gt Efforts To Outcomes Point of Service Flements b P icators Track Attendance at Activity Groups Quality Indi Track Attendance at Informational Groups gt Outputs Track Attendance at Skill t B ETO Analytics Beta Track Receipt of Signed Release and Waiver Form gt Wizards Track Receipt of Signed Consent for Release of Information Forms Track Recept of S
48. ded 0 Entities Reports Total Events Scheduled a ties hh If applicable 00 00 ep Total Time Spent hh mm if applicable ST oe Attendance N A Quality Indicators _ Employment Placements i Outputs ji Education Placements 0 t ETO Analytics Beta _ Attached Processes W l Wizards Referrals o t Program Administration Site Administrati Total Time Spent on Referrals hh mm 00 00 A Ae AA Enterprise Assessments 1 jl F m j SocalSolutions 2001 2012 Developed by Social Solutions Ine Al rights reserved The second section shows detailed statistics Click on the plus sign to see the details and to see the notes LJ htips secure etasoftware ca index p 5 2 cy x CMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE PS emer Logoi HomePage MyAccount Change Sie Helo Chal Welcome Nora Habaty CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 201 a i Participants Education Placements 0 Participant HEEN Attached Processes o Record Efforts Referrals 0 My Werk Total Time Spent on Referrals hh mm 00 00 Contacts Assessments 1 Entities Reports ETO Reports Lys Participant Point of Service Elements Composite Point of Service Elements none Efforts To Outcomes Quality Indicators Outputs Hours of Attendance Point of Service Elements none ans Analytics Beta Participant Attendance Point of Service Elements no
49. dex O A R X PEET EM ee a ee R CMHA Calgary File Edit View Favorites Tools Help Canadian Mental ome Association ETOSOFTWARE Welcome Nora Habafy CMHA Calgary Region independent sili sl Samer Program Wednesday Sep 5 20 pon Log Off Home Page MyAccount Change Site Help C Enter Search Term s Independent Living Support v EEN EO _ Mute ieks Efforts Details Group Fake Money Matters group Contact Location Method Select sv Date of Contact 5 Sep v 2012 v Date of Next Contact Day v Month Year 1 7 30 90 l AM Track Attendance at Money Matters Workshop AM Time Spent on Contact fso minutes Eis Check Out Group Members Last Value Assigned New Value Select All Ma a ge Rooms oj Fake Robert No Notes ah ms gt OIS SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community P Training Calendar gt Sup e Contact Location Method This field is meant to capture how or where a service was provided e Date of Contact should be the date when you actually worked with the participants including those contacts that 60 occurred in the past Note that Date of Contact cannot be recorded for the future e No need to enter Date of Next Contact e Time Spent on Contact is entered in minutes The user account that records a Multiple Participant Effort will be credited once for th
50. dits Click Continue to move on to the next screen where you will have the following options 1 Review shows a read only version of your assessment data This is helpful if you are unable to run Crystal Reports on your computer 2 Update allows you to go back and edit the assessment data This option will not be available if the Site Administrator has set up the assessment to prevent updates 3 Report a Crystal Report containing a print out of all assessment questions that were answered and the answers to those questions 4 Print a Crystal Report containing all questions and answers in the assessment including those that were not answered 5 Delete this option is only available to Site Administrator and allows you to delete one individual assessment response at a time ADDING NEW GROUPS AND REGISTERING CLIENTS IN YOUR PROGRAM S GROUPS Feature to use Manage Groups A group is a defined subset of participants active in the selected program A subset of participants who receive services simultaneously Basically a roster Groups can be set up to start and end on specific dates Such as seasonally occurring activities classes or to be continually active Such as support groups with participants rotating in and out of the group The Manage Groups feature allows for the creation of rosters of individual participants that meet together regularly over time This is especially true if there is an expectation for each participant
51. e Add Reliable Contacts Click on Go next to Add Reliable Contacts on the Intake Waitlist Program s Home Page or For the other Programs not Intake Waitlist Click on Participants and then on Add Reliable Contacts on your Navigation Bar to the right This page will appear Type in the last name of your client and click on Go 10 8 https secure etosoftware ca index O BOG X f he cel CMHA Calgary xWA File Edit View Favorites Tools Help 3 Canadian Mental ETOSOFTWARE xE Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLA Horizon 8 Change Program Tuesday Sep 4 2012 New ToDoList Messages My Favorites My Dashboard Reporting Dashboard Enter Search Term s SLA Horizon 8 7 Search Add Reliable Contacts Add Demo by Group Search for Partidpants in SLA Horizon 8 by partial Last Name SIN or Case Number Duplicated Participants Participant Cases fakel Find Participant C Include Dismissed Participants in results Find Participant To see all Participants leave the box empty Add New Participant Add New Household Beta View Edit Participant Enroll Participants Dismiss Participants Dismiss Participants by Date Enroll Participants C Add Reliable Contacts View Edit Reliable Contacts Add Edit Families Manage Groups Daetisinant Match m SocialSolutions 2001 2012 Developed by Social
52. e is a room number for each room in your house and an apartment number for each apartment in your apartment building If you can not find the apartment number or if an apartment number is no longer available in your building since apartment numbers change please notify the ETO Administrator as soon as possible so that they can modify this On your Navigation Bar go to Record Efforts and then Housing Check In This page will appear 63 file Edit View Favorites Tools Hep ETOSOFTWARE i Semen Logoi HomePage MyAccount Change Ste Help Ghat Welcome Nora Habaty CMHA Calgary Region enters Living piaia Transition Change Programi Wednesday Sep 5 2012 Contacts Entities Reports ETO Reports Efforts To Outcomes Quality Indicators Outputs ETO Analytics Beta gt Wizards SocialSolutions findo Media Payer 500 Sohsions nc Al rights reserved gt Online Community gt Training Calendar gt Support Click on the Plus sign to expand This page will appear j 43 baine mki CMHA Calgary File Edit View Favorites Tools Help Coenen Bera ETOSOFTWARE PAS Logo HomePage MyAccount Change Site Help Chat Welcome Nora Habaty CMHA Calgary Region Supportive Living Post Discharge Transition Change Program Wednesday Sep 5 2012 Housing Check In Room Partiapant Case DOB Sex Notes Take Action Room 1 Add Participant to Room 1 N A Manage Room Room 2
53. e the box empty Contacts ETO Reports Efforts To Outcomes gt Quality Indicators gt Outputs ETO Analytics Beta gt Program Administration Site Administration Enterprise SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar gt Support To enter new assessment information click the Take New Assessment button File Edit View Favorites Tools Help Canadian Mental ETOSOFTWARE PASES Log Of Home Page MuAccoun Change Site Help Chat Welcome Nora Habafy CMHA Caigary Region Independent Living Support Change Program Wednesday Sep 5 2012 g New i mate M 3S i My My Enter Search Term s GEL Participant History r Record Efforts My Work gt Contacts Entities Reports ETO Reports gt Efforts To Outcomes Review Assessments for Fake Robert Take New Assessment Build New Assessment gt Quality Indicators gt Outputs gt ETO Analytics Beta Wizards gt Program Administration gt Site Administration Please select vw J gt Enterprise 01 01 2012 14 08 2012 Nora Habafy Enabled Please select v T J SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community gt Training Calendar gt Support e Select from the drop box of
54. e time entered for the entire group e f participant is present put a checkmark if participant is absent leave blank e The notes field has a limitation of 7 250 characters The notes field box will grow and a scroll bar will appear to accommodate notes e To prevent duplication of efforts a pop up message will appear if you submit an Attendance Point of Service for the same Participant s on the same date You will then have the option to bypass the message and submit the effort or to forego submitting the effort to avoid entering a duplicate effort Edit My Efforts Refer to the relevant section in this Manual regarding how to access the Edit My Efforts feature hint It is on your Program s Home Page If you have made a mistake or did not finish entering a note the Edit my Efforts feature will allow you to go back and update the effort with changes Efforts can be found based on the Date of Contact often different than the date recorded or by the Participants last name For Multiple Participant Efforts Date of Contact is probably the better option Click the blue link to edit the group record or the red link that reads Delete Group Record to delete the group record There is also a red Delete record link so that each participant s individual record can be deleted in case they were included in the effort inadvertently Note that deleted records are completely erased from ETO Make any needed changes and click Update Eff
55. each Tracking Survey Dismiss Participants Dismiss a participant s Add Referrals Refer a participant to another CMHA Program or to C28 another agency record from this program if the participant has been Go accepted into another program or will not receive services from the agency t m Bi SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community P Training Calendar P Support e Search for a participant in your program by full or partial last name and first name SSN or Case Number e Select the participant you wish to refer by clicking on their name e After clicking on the participant you will see a list of 2 options 45 File Edit View Favorites Tools Help ETOSOFTWARE s ews Log Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Street Outreach and Stabilization Change Program Wednesday Sep 5 201 Street Outreach and Stabilization a Approve Assessments SELECT Type Of Referral Batch Upload Beta 2 to Entity Service Providers Delete Fakes to Program Dupicate Enbbes Entity Contact Manager gt Submit Tcl htt Ret ls a Manage Attibutes Manage Dashboard Templates Manage Demographics Manage Feeder Tables Manage Housing F Manage My Sile Manage Processes Manage Programs Manage Properties P SocalSolutions 2001 2012 Developed by Social Solutions
56. earch Contact Windows Internet Explorer H https secure etosoftware ca S5earchEntityContactPopUp asp View Contacts Search for Contacts in by partial Last Name Search To see all Contacts leave the box empty wa Last Name First Name Aasen Les Work With this Contact Aasen Marion Work With this Contact Abdel Keriem Mohamed Work With this Contact Adams Beverly Work With this Contact e You will note that the person you chose now appears under the Participant Click Add Current Contact to make the match in ETO eng Ee e O o File Edit View Favorites Tools Help ETOSOFTWARE BS eee Logoi HomePage MyAccount Change Ste Help Chal Welcome Nora Habaty CMHA Calgan Region SLA Horizon amp Change Program Tuesday Sep 4 20127 Find Pampan Associate Fake Alex With Existing Contacts Add Hew Particupent Add Mew Household Beta Contact Start Date 4 Sep F 3017 F Yew Edit Participant Enol Participants Dismiss Participants Contact End Date Day Month Year 7 30 90 AR Relationship Physician Enroll Participants C Add Reliable Contacts Add current Contact View Edit Reliable Contacts l AddEdit Families Ir Manage Groups Participant Match gt Participant History gt Record Efforts Contact Name Unknown Fake gt My Work gt Contacts SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Onli
57. egned Service Agreement Form gt Program Administration Site Administration gt Enterprise SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page gt Online Community P Training Calendar P Support Complete the information on the page Always select Yes for value Click on Save Effort and Close 35 ETOSOFTWARE pi Eee Log O HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary pao SLA Horizon West Change Program Wednesday Sep 5 2012 Participants Participant History Record Efforts My Work Contacts Entities gt Reports t ETO Reports gt Efforts To Outcomes b Quality Indicators 1 i Value p gt Yes No Bi Admitted Date E Reason for Hospitalization Select elect Psychiatric MM Track Ghent Hospitalizations NOt Non Psychiatric Suicide Attempt gt Outputs z ETO Analytics Beta F Wizards q Notes t Program Administration t Site Administration t Enterprise 4 gt Save Effort amp Closa Save Effort amp Record Similar Effort Save Effort amp View Edit Participant SocialSolutions 2001 2017 Developed by Social Solutions Inc All rights reserved Help with this page gt Online Community p Training Calendar Support RECORDING SIGNED CONSENT FORMS These are Points of Service and are recorded under Record Efforts
58. endent Living Skills Survey Roberts House only _HOoNos Hamilton House and Roberts House only Brief Psychiatric Rating Scale Roberts House only Global Assessment of Functioning Roberts House only Feature to use Participant Assessment This feature allows for Participant Assessments to be taken updated and reviewed Additionally individual participant reporting options are available on this page There are three ways to access participant assessment In the Program s Home Page Record Participant Assessment link In the client s file using Participant Dashboard feature On your Navigation Bar Participant History and then Participant Assessment Search for a Participant by Last Name SSN or Case Number and click on Go Note that dismissed Participants can be included in the search if the check box is clicked Select the name of the Participant 50 CMHA Calgary x File Edit View Favorites Tools Help Canadian Mental ETOSOFTWARE eo Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Caigary Region Independent Living Support Change Program Wednesday Sep 5 2012 N _ ToDoList Messages M O W ard Independent Living Support Search Search for Participants in Independent Living Support by partial Last Name SIN or Case Number gt Participants 3 Participant History l Record Efforts J E A ie da T E My Work P To s all Participants leav
59. f a duplicate Click on Go Back to the demographics and edit the record you are trying to add so that it will no longer match an existing record If a duplicate is already Enrolled in the program the record will say Currently Enrolled in green If a duplicate is not Currently Enrolled in your program but exists in the CMHA Calgary Region site click on the enroll option this will redirect you to the Enroll Participant feature where you will need to search for the Participant Last Name Anju First Name SSN Case Number Family Name SEARCH Below are all Participants matching Anju who are not currently enrolled in Service Plan Haven C Select All i F Anju Priya DOB 1 2 1979 SSN 101 923 8220 Case Number 7836 If participant records are duplicated it s not the end of the world The records can be merged by the Site Administrator with the Duplicated Participants feature After submitting the Add New Participant page you will be directed to another page based on how your ETO Administrator has customized your system using either feature RECORDING CLIENT S PERSONAL SUPPORTS In ETO clients personal supports are called reliable contacts Reliable Contacts are for capturing information on any individual supporting a Participant such as family members and friends who may or may not also be Emergency Contacts You can add multiple Reliable Contacts for any Participant using this feature Feature to us
60. g Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Repon SLA Horizon West Change Program Tuesday Sep 4 2012 Participants Participant History Record Efforts Query Reports Mental health for all View Pending Referrals Find and View Edit Participant Update enroll participants oao a current participants oao Entities refered by another demographics Reports program ETO Reports Efforts To Outcomes Record Effort Track Record Assessment gy time and participation in Complete the Goal Attainment addition to activities Go Scale Critical Incident Report 2 co related to the and Discharge Information PETCAGMII ce E participant Assessment Wizards Program Administration Dismiss Participants Site Administration a Dismiss a participant s record Enterprise Add Referrals Refer fram this program if the a participant to another Go participant has been accepted ao S l k SocdalSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community b Training Calendar P Support Links to features can be added to the Home Page by the ETO Administrator Navigation Bar t Record Efforts P Site Administration The green bar on the right side of the page is referred to as the Navigation Bar Click on any of the headers in white font to access features that fall in that section RECORDING A NEW CLIENT IN INTAKE WAITLIST Pa
61. ill appear E CMHA Calgary bespro bpne im Log Of HomePage MyAccount Change Site t N ee ETOSOFTWARE Welcome Nora Habafy CMHA Calgary Region SLG Miner House Change Program Wetinesciay F a Fi asi LHI ES porting asht vard a Steerer Review Staff To Do SEARCH View Edit Time Sher Site Administratia To see all Participants leave the boxes empty Add New Stat a To search for Participants by partial Last Name use the text box to the left ee DD e To further define your search use the text box to the right Add Existing Attribut Add Existing CxDen SS Approve Assessmer Showing all Pariticpants matching fake who are currently enrolled in SLG Miner House _ Batch Upload Beta Delete Fakes L select All Participants Dup cate Entities 1 0 Fake Carolina DOB 18 1 1955 Case 10259 Manage Add Partici Manage Attributes Manage Dashboard DISMISS OFERENT DATES REASON DISMISS SAME DATE REASON _ Manage Demograpt Manage Feeder Tab a y m Manage Housing SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community P Training Calenda e Puta checkmark next to the client s name and click on Dismiss Different Dates Reasons This page will appear 23 en https secure etosoftwareca ind x O 2 n N aE T A File Edit View Favorites Tools Help ETOSOFTWARE 5 E
62. ion has been made as to whether a client is accepted eligible not accepted not eligible for a Program you will need to dismiss them from the Intake Waitlist Program e Click on Go next to Dismiss Participants on your Program s Home Page This page will appear 22 Cee Bers ETOSOFTWARE BSA Log Of HomePage MyAccount Change Site Help Welcome Nora Habaty CMHA Calgary Region SLG Miner House Change Program Wetinesday Sep 5 2 Enter Search Term s SLG Miner Hous A arnt cry ies a Dismiss a Participant from SLG Miner House Time ee L x Search for Participants in SLG Miner House by Site Administration 3 a Add Existing Attributes Approve Assessments Last Name SIN Case First Name _ Batch Upload Beta Family Na Delete Fakes m amily Name Duptcate Entities Entity Contact Manager SEARCH _ Manage Add Participant To see all Participants leave the boxes empty Manage Attributes e To search for Participants by partial Last Name use the text box to the left Manage Dashboard Templat e To further define your search use the text box to the right Manage Demographics Manage Feeder Tables Manage Housing SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page pP Online Community gt Training Calendar P Suy e Search by the single or combined full or partial last name and or full or partial first name This page w
63. ipant s demographics Reliable Contacts Record Persona Participant Match Record Professional Supports Supports for each participant for each participant Record Effort Track time and Record Multiple Efforts Track time and participation in addition to actrahbes partiapation in addition to actmibes related to the related to the parliapant pariapants Pernrd heeeeemant C omnioto tho t l SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community gt Training Calendar gt Support After you have searched ETO CMHA Calgary Region and did not find the client you will have to Add the participant Add Entry of data that is not already existing in the database e g Add Participant Add Referral Add Reliable Contact Add Participant Match To add a Participant Click on Go next to Add Participant on the Intake Waitlist Program s Home Page or On your Navigation Bar to the right go to Participants and then click on Add New Participant This page will appear File Edit View Favorites Tools Help ETOSOFTWARE gt Seateaan Log Of HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Repon ILS Intake Program Change Program Tuesday Sep 4 2012 New gach ToDolist Messages My Favorites My Dashboard Reporting Dashboard Emr Saaren Terms First Name Middle Initial Gender c Select DOH Daye
64. is the process for Independent Living Support Street Outreach and Stabilization and all Supportive Living The main reason for having an Intake Waitlist program is that we would like to keep track of the number of referrals referral forms received for each Program as well as the number of individuals eligible and not eligible per reason for ineligibility and the length of time individuals waited to start receiving services While in the Intake Waitlist Program clients receive minimal services such as Staff contacts with professionals writing letters signing release of information etc While in the Actual Program clients receive the full range of services provided by the Program visits groups etc There are a lot of common elements among your Programs that is why only one Manual has been developed for all your Programs However the differences between your Programs are taken into consideration and are highlighted Please contact your ETO Administrator C MHA Outcomes Measurement Coordinator or Director of Client Services in the absence of the Outcomes Measurement Coordinator if you have any questions regarding ETO You can also access the Help section in the database or you can contact ETO customer support at support socialsolutions com or at 1 866 732 3560 extension 2 Best wishes for your successful use of ETO NAVIGATING ETO There are a variety of ways to move through ETO Software 1 My Dashboard 2 Quick Tab Navigation 3 Cus
65. m and is transferring to another CMHA Program or to another Program in the community Client withdrew from Service To be used when the client decides not to receive services anymore or drop out from the Program Transfer into the Program This is only to be used by the Intake Program when an individual is dismissed from the Intake Program is eligible and is moving into the Actual Program Client Moved When client left the program because is moving to another city Client Deceased Other After dismissing a client you will have to complete 1 The Goal Attainment Scale Discharge Report This is a Participant Assessment Refer to the appropriate section in this Manual 2 The Discharge Information Assessment with housing item This is a Participant Assessment Refer to the appropriate section in this Manual RECORDING YOUR TIME WITH AND ON BEHALF OF CLIENTS Point of Service This is where time and energy spent is tracked within ETO We tried to set up Points of Service so that time spent can be related to client progress such as going from lack of engagement to full engagement Points of Service are entered by Recording Efforts 24 Point of Service in the context of ETO We used to enter case notes in Word documents and attendance information in Excel Now staff enter that information into Point of Service using the Record Efforts features and the reporting options are great Effort Entry of Poi
66. ms not the main programs you work in click on View Other Programs at the top and select the Program https secure etosoftwareca index D fh BG X CMHA Calgary x File Edit View Favorites Tools Help basea aia ETOSOFTWARE BS Logol HomePage MyAccount Change Sie Helo Chal Welcome Nora Habaty CMHA Calgary Region Street Outreach and Stabilization Change Program Wedresday Sep 5 2012 Enter Search Termis Participants a t Participant History a gt Record Effo in Program Street Outreach and aan Stabilization Between 2 2 2012 and 5 9 2012 e Advocacy s e Community Education Mutiple Partiapant Efforts Continuing Connections ns Add Referral l J e Family Support Mutiple Partiapant Referrals confidential te Summary View Edit Referrals ILS Intake Program Calgary Region Number Of Participant Point of Service Clements Independent Living Support 41 oar Hole Leisure Recreation Program _ General Assessments Number Of Efforts e Peer Options 184 General Efforts Total Time Spent hh mm PO Waitlist Program 206 47 Housing Check In number Of Entity Point of SLA SLG Intake Program 18 Housing Check Out SLA Alice Bissett Place Number Of Efforts SLA Bob Ward 51 Sa Sn e SIA Horizon 14 sanan ldd Manage All Rooms t m Take a Siwvev SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p O
67. ne Wizards Employment Placement none Program Administration Education Placement none Site Administration Referrals none Enterprise 4 Assessments 7 t m b SocialSolutions 2001 2012 Developed by Social Sohtions inc All rights reserved gt Online Community gt Training Calendar gt Support RECORDING YOUR TIME NOT RELATED TO CLIENTS Your time not related to clients is considered a General Effort General Does not fit into the Participant or Entity category both General Assessments and General Points of Service can be built into ETO 38 General in the context of ETO I track my work as an ETO Administrator in a General effort so that can generate a report detailing how much time spend working with the software Feature to use General Efforts Go to Record Efforts on your Navigation Bar and then click on General Efforts GK SB CMHA Calgay x E T OSO V JARE Fq ps i Liog Of Home Page i hy Account Change Sije Help Chat Welcome Nora Habaty CMHA Calgan Region SLA Horizon West Change Program Wednesday Sep 5 201 Mew ToDo List T FOA ges _ My Favonles _ My Dashboard _ Repa ects rd Enter Search Tormis SLA H izan West Search fac acc PP Health Association Calgary Mental health for all JLA AOrzon West ToDo List Edit My Efforts Review My Efforts Review Client Query Reports Efforts Parmbopant Efforts jpdate a current carte ahaa G
68. ne Community P Training Calendar P Support e More than one Entity Contact may be associated with a Participant and vice versa If a match is made in error it can be deleted from this page Edits can be made to the start date of the contact as well as the end date and reason for match termination This field is populated by the Site Administrator from the Reasons for Dismissal feeder table 14 wl ICMHA Calgay E ETOSOFTWARE BS Logon HomePage MyAccount Change Site Help Chat Welcome Nora Habaty CMHA Calgan Region SLA Horizon amp Change Program Tuesday Sep 4 2012 All Existing Contacts for Fake Alex AS asa i Add New Pariopant ADD NEW CONTACT Add New Household Beta View Edit Participant Name Tithe Relationship Phone Ermal Address Start Date End Date Reston for termination Enroll Participants Numbers Dismiss Participants 1 Unknown Fake Psychiatrist 4 9 2012 Edit Delete Dismiss Participants by Date Enroll Participants C Add Reliable Contacts View Edit Reliable Contacts gt Participant History gt Record Efforts gt My Work SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community P Training Calendar P Support ADDING PROFESSIONAL SUPPORTS IF THEY ARE NOT ALREADY IN ETO Feature to use Add New Entity This function allows you to add an Entity to the selected program As you remember Professional
69. nline Community p Training Calendar p Support 43 PRINTING THE NOTES FOR A PARTICULAR CLIENT FOR A PARTICULAR DATE RANGE On your Navigation Bar go to Reports and then click on Standard Reports z ETOSOFTWARE Log Of Home Pagd MyAccount Change Sile Help Chat Viaene Hora Habaty CMHA Cagary Region independent Living Suppert change Piegram Thursday Sap 6 2012 hi T dy r r OM 1 j s h ty independent Living Suppon Last Login 682012 a se Fated Allempts Sinot Last Loge ima P z Edit Participant History tl t Record Ertorts i b My Work Canadian Mental i Contacts Health Association Calgary L ToDo a Edt My Efforts q Mental health for ali Enroll Participant Enroll the a participants who were in the Intake ao C Program and who are eligible E Entries View Edit Participant Update a current participant s demographics Reliable Contacts Record Personal Participant Match Record Professional Supports Supports for each participant for each participant Record Effort Track time and Record Multiple Efforts Track tme and participation in addrthon to acivbes pariapaton in addition to actwibes related to the related to the parliapant parapans ETO Reports Pernrd Aeeeecemant omniota tho x Efforts To Outcomes 4 e b SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community gt Training Calendar P Sup
70. no current matches for the participant this is noted Click Add New Contact y L n e mS Sa eal hps secureetosotwareca index D a BC X a Googie CMHA Calgary SBT OSoftwaretielpManu gt Home Page Links ETO AK File Edit View Favorites Tools Help Log Off Home Page MyAccount Change Site Help Chal ETOSOFTWARE ere wre tr w Welcome Nora Habafy CMHA Calgary Region SLA Horizon 8 Change Program Tuesday Sep 4 2012 hind Pamcipan Add New Participant All Existing Contacts for Fake Alex Add New Household Beta ADD NEW CONTACT Ve View Edit Participant There are no Contacts Associated with current Participant Enroll Participants Dismiss Participants Dismiss Participants by Date Enroll Participants C View Edit Reliable Contacts AddEdit Families Manage Groups Participant Match Participant History My Work Pemaes E SocialSolutions 2001 2012 Developed by Socal Solutions inc All rights reserved b Online Community p Training Calendar P Support e Click Add Existing Contact to search for the Individual Entity Entity Contact to match with the participant Contacts are added to ETO with the Add New Entity feature and updated with the View Edit Entity feature e A pop up box will appear so you can search for the contact using all or part of their last name When located click Work with this contact to link them with the Participant E S
71. nroll the participant in the program The box will be automatically selected If this box is not checked the Participant will exist in ETO with no program affiliation You will then have to use the Enroll Participant feature to pull the participant into the selected program We would like to avoid this e Click Submit at the bottom of the page to save the record A confirmation will appear to let you know that the Participant has been successfully added to the Program Click OK to move to the next screen which is defined by the ETO Administrator on a program by program basis Duplicate Alert If you submit the new Participant s name and it matches another Participant in the Software you will get a Resolve Potential Duplicates alert It is very common for staff to be confused by this message as it is not expected A list of possible matches of existing records will appear The Duplicate Alert includes the following options Add Participant Resolve Potential Duplicates You are attempting to add a new Participant Potential matches were found based on the following data points Duplicate Check data points are selected on the Manage Demographics page First Name Priya Last Name Anju SSN NOTA DUPLICATE PLEASE ADD GO BACK SSUES ATE POERA AES ENE E OR EATE E Rates SEE 1 Priya Anju 101 92 8220 1 2 1979 Current 1 If not a duplicate Click on Not a duplicate please add which will add the participant as a new record 2 I
72. ns 2001 2012 Developed by Social Solutions inc All nghts reserved gt Online Community Training Calendar b Support My Dashboard includes details of the work you have recenily entered into ETO Efforts Assessments Referrals It may also include My Caseload a search feature reports etc Quick Tab To Do List ied My Favorites ETO Money ani in l Adoption Case Management The green tabs across the top of the screen are referred to as Quick Tabs Quick Search is the most frequently used tab Enter in a Participant s First or Last Name into the Enter Search Term s box and click the Search button Click on a name in the search results to access a list of features to work on with that Participant ETOSOFTWARE 7 Loo HomePage MyAccount change Ste Heap onal Welkome Nora Habaty SCY Regan aeiia niista Suppor ic nane Haai Thursday Sep 6 2012 5 Messa jea b 5 iing Daannoard Search Quick Search Results Participants Participant History Ref Independent Lying Suppor E Record Efforts My Wark Matches for LName K Contacts Entities unknown 10993 unknown 10748 E from program U oE t ETO Reports t Efforts To Outcomes SoaaSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved b Online Community b Training Calendar Support Custom Home Page Links File Edit View Favorites Tools Help ETOSOFTWARE Bq Lo
73. nt Change Sie Help Chat Welcome Nora Habaty CMHA Calgary Region Advocacy Go Wednesday Sep 5 2012 New SEAL To Oo List Messages My Favorites My Dashboard Reporting Dashboard Steet Ouireach and Stabilization Search Housing Check In Er View Edit Entities ELEA gt Disable Housing Check Out Manage Rooms Added By Nora Habaly on 52002 1 53 00 PM Tame 0 days aga Manage Al Rooms Last Updated by Nora Habaty on S01 1 53 71 PM Time ce EPA gt My Work Entity Name fake agency O0 Address 1 year rs Entity Types Service Providers Entities Entity Sub Types Community Agency Find Entity Phone Number Address 2 Add New Entity Is an Individual Postal Code Manage Entities Enterprise Level Enroll Entity Contact Info Add New Contact Add Existing Contact Dismiss Entity Entity Notes Manage Program Entibes Record Entity Efforts Mutiple Entity Efforts t m Revew Enbty Efforts SocalSolutions 2001 2012 Developed by Social Solutions inc All rights reserved gt Online Community P Training Calendar P Support Click on Add for each of the Programs you believe will benefit from having this Service Provider they may refer to them in the future You will have to do this for each Program at a time 49 x o x ae E ins EE erosoa a O MBO X S cMHA calgay Nn i fix File Edit View Favorites Tools Help ETOSOFTWARE pqa Lagaai HomePage MyAccount Change Side Help
74. nt of Service data which is also known as recording efforts There are several record efforts features in ETO Efforts can be recorded for Participants Entities or General Efforts can be recorded for one Participant Entity at a time or Multiple Participants Participants Most Point of Service elements are built with a field to capture time spent on contact Time spent on contact and number of contacts both track effort on behalf of staff entering their work ETO has the capacity for many efforts to be recorded for a given participant on the same day effort data is typically entered with more frequency than any other type Value The data field that appears on Record Efforts pages where you provide a response to the Point of Service name Values may be presented as a drop box of choices which can be edited by the ETO Administrator a Yes No selection or a blank box which indicates that Numeric data be entered Value in the context of ETO When went to record an effort in ETO was on the fence as to whether to select the value of Contemplation or Planning but after soeaking with my program manager about how the values are defined it was clear the Participant is in Planning so that s the value chose These are the Points of Service for your Programs Track Activities with client Visits with clients phone calls with clients Track Activities on behalf of client Writing letters faxing reading client s file updating clien
75. o Outcomes A 1 Date of Event Day Month v Year v gt ETO Analytics Beta A 2 Time of Event gt Wizards Program Administration A 3 Location of Event gt Site Administration Enterprise A 4 Individuals Involved T i j SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community p Training Calendar gt Support e Complete assessment elements as desired 52 e If helpful Schedule Assessment Follow up Alert which allows you to create an alert on your To Do List Check the box and complete the Alert Date Alert Type and Alert Notes optional You can create a reminder to take a new assessment or complete the current assessment You can also create a reminder for another staff person to complete the assessment This is especially useful for the Goal Attainment Scale when you want to schedule to take a Progress Report which is a new assessment zA https secure etosoftware ca index O OX ih shihy Google Search CMHA Calgary x f X k File Edit View Favorites Tools Help i Canadian Mental ETOSOFTW ARE vs oe Log Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Independent Living Support Change Program Wednesday Sep 5 2012 ToDoList Messages My Favorites My Dashboard Reporting Dashboard Enter Search Term s Independent Living Support v Search
76. of service elements which is your time in group 4 preparation for example and then substract this amount from the total time your worked in the month to find out your time in administrative tasks Then enter a General Effort Track administrative tasks and select the last date of the month The second section provides details of your work To view all your work during the period selected click on Select All details and then submit File Edit View Favorites Tools Help ETOSOFTWARE 4 aeons Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Street Outreach and Stabilization Change Program Wednesday Sep 5 2012 a Participants p Participant History Record Efforts Self Assessment Hosier Std Multiple Participant Efforts Participants Entities General Other Types of Work Add Referral Point of Service Elements yi w m W Employment M Referrals M Assessments Muaiple ann Referrals Composite Point of Service Elements Til il i Education Processes lt Legal Case History View Penang Reterrats il Multiple Group Efforts F tal N A E General Efforts Composite Group Family Efforts iw N A NA Housing Check In Housing Check Out l x Manage All Rooms E 8I Take a Sirve z SocalSolutions 2001 2012 Developed by Social Solutions ine Al rights reserved Help with this page P Online Community p Training Calendar P Support This page will appear
77. ogram at a time 17 EDITING CLIENT INFORMATION Feature to use View Edit Participant View Edit Participant is a program specific search you can search for both active and dismissed participants When you have done the search click on a Participant to view his demographics and make changes if necessary To View Edit Client Information Click on Go next to View Edit Participant on your Program s Home Page or Click on Participants and then View Edit Participant on your Navigation Bar View the information Edit it if necessary and then click on Submit PARTICIPANT DASHBOARD FEATURE The Participant Dashboard is a link to have quick access to your client s file To access your clients Dashboard do a quick search and then click on the clients name and then on the client s Dashboard Xx j aai BREN E Facebook MADIER J Amazon E5 YouTube 17 Calgary Canada Gj News E Fun Games D Celebery E E mail B a Option ETOSOFTWARE Log OW Home Page My Account Change Site Helo Chal Viele Mora Habaty CMHA Caigary Repi independent Living Support Change Program Thursday Sap 6 2012 New ToDo List Messages MyFavomes My Dashboard Reporting Dashboard T fl Semen Que Search Results Matches for FNante Lameg unknown 10248 View Edit Record an Effort Review Efforts Program History Dismiss from program omom aos SocialSolutions 2001 2012 Developed by Social Soluti
78. ograms A participant is or has been enrolled in another CMHA program and now needs to be enrolled in the Intake Waitlist Program too 2 Actual Programs A participant is in the Intake Waitlist program and now needs to be enrolled in the Actual program because he has been accepted or is eligible Go to Participants and then click on Enroll Participants on your Navigation Bar The search function allows you to search for Participants by Last Name First Name SSN Case Number or Family Name To see a list of all Participants available for enrollment in the selected program leave the search boxes empty and click Go Participant Results are grouped into sets of 50 Select the desired participants click Next 50 to advance to the next 50 results CMHA Calgary x ETOSOFTWARE BA Log Of HomePage MyAccount Change Ste Heki Cha Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 201 New porting Dashboard Enter Search Term s Enroll Participant i Add Demo by Group Enroll Participant into SLA Horizon West 4 by Dup cated Participants Search Participant papan Cases Search for Participants in CMHA Calgary Region by last name partial first name Social Insurance Number case number or family name To see all Find Participant C g Participants leave the boxes empty To search for Participants by partial Last Name use the text box to the left
79. omputer 2 Response Report a Crystal Report containing a print out of all assessment questions that were answered and the answers to those questions 3 Full Report a Crystal Report containing all questions choices and selected answers in the assessment including those that were not answered 4 Aggregate Report a Crystal Report for assessments that have been completed multiple times for the selected participant The report aggregates the data entered into those assessments 5 Condensed Report a Crystal Report that is abbreviated because the large header only appears on page 1 6 Update allows edits to an existing assessment 7 Delete this option is only available to Site Administrators and deletes the entire selected individual assessment RECORDING SURVEYS ASSESSMENTS NOT LINKED TO A CLIENT For your Programs the Surveys General Assessments are Independent Living Support ILS exit questionnaire Take a Survey ILS Follow up phone questionnaire Take a Survey Skills for Life survey Take a Survey Supportive Living Program Supportive Living Client questionnaire Take a Survey Street Outreach and Stabilization Program e SOS Outreach Tracking Survey General Assessment There are two ways to access Take a Survey or General Assessments On your Program s Home Page Click on Go next to Take a Survey or next to General Assessments 54
80. on list 53 File Edit View Favorites Tools Help ETOSOFTWARE S Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Independent Living Support Change Program Wednesday Sep 5 2012 Se de N Ne r Enter Search Term s iF 4 Participants l ADC NEL ING Ne ee Participant History gt Record Efforts P gt My Work gt Entities pesse seee r DE o Full Report aomenme emt o nA Status Aggregate Report tatus Gandahood Repor he Quality Indicators Update gt Outputs Delet a gt ETO Analytics Beta Goal Attainment Scale gt Wizards a f _ s Se Program Administration Site Administration Enterprise Please select Discharge Information Assessment w Housing Item Review Incident Report completed on 03 07 2003 last updated 05 Response Report 2 by Nora Habafy Nora Habafy 14 08 2012 14 08 2012 Enabled SETE o EE Stait AALS LUT 14 08 2012 Nora Habafy Enabled Please select v 01 01 2012 a Peer PEIPER ae rarer 5 z 1 SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community P Training Calendar gt Support 1 Review shows a read only version of your assessment data This is helpful if you are unable to run Crystal Reports on your c
81. on Submit I O nitps secure etosofwareca incex O BOX S CMHA Caigay x File Edit View Favorites Tools Help ETOSOFTWARE pi ea Log Of HomePage MyAccount Change Site Helo Chat Welcome Nora Habaty CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 2012 Participants gt Participant History Record Efforts Record Participant Efforts Participant s Name Fake Dolores Select Participant Point of Service Element Track acbvibes with chent Direct composite d gt My Work Submit gt Contacts t Entities Repots VA gt ETO Reports Efforts To Outcomes t Quality indicators _ Saree wes S FETO Analytics Seta t Wizards gt Program Administration b Site Administration t Enterprise SocalSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page P Online Community P Training Calendar P Support 28 The top of the Participant Effort screen will include Name of selected Participant Name of selected Point of Service Contact Location Method drop box how or where was the service delivered Date of Last Contact this will be None if no efforts have been recorded with the selected Participant within the selected Point of Service e Date of Contact this is the date the service was rendered note that the date cannot be in the future e Date of Next Contact this date populates the To Do List note tha
82. oney Matters Workshop Track Anonyme Participants at Pro actiwe You Workshop Track anonymous Participants at Skills for Life Workshop Track Contacts with mon parbespants b My Work Contacts l SocalSolutions 2001 2012 Developed by Social Solutions ine All rights reserved Help with this page p Online Community gt Training Calendar p Support UN REGISTERING CLIENTS IN GROUPS This is for when one or multiple participants leave the group Go to Manage Groups on your Home Page or on your Navigation Bar Participants and then Manage groups Click on x Members under Active Members ETOSOFTWARE meee Log Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Independent Living Support Change Program Wednesday Sep 5 2012 New ToDolist Messages My Favorites _ MyDashboard R x Dasi Enter Search Term s tA e AIRA Dism E ebay I TIAA of Peer hy Manage Groups Show Disabled SN aces a a a ViewlEdit Reliable Contacts Take Action Group Name Group Status Start Date End Date Last Modified Active Members Edit Disable 1 Fake Money Matters group Enabled 01 04 2012 14 08 2012 1 Members SE Manage Groups g Participant Match a gt Participant History a Parbopant Efforts Mutiple Participant Efforts _ View Edit Referrals l View Pending Referrals lt 1 SocialSolutions 2001 2012 Developed by Social Solutions Inc All
83. ons Inc All rights reserved gt Online Community P Training Calendar P Support This is a Participant Dashboard Through this Dashboard you can view your client s basic demographic information as well as his her recent activities attendances efforts assessments and referrals 18 Be hps secure etosotwareca inden D MBOX cMHA Calgay x File Edit View Favorites Tools Help Amazon i5 YouTube J 17 Calgary Canada Gj News E Fun Games gt D Celetery E E mail E aa a moete ETOSOFTWARE M Log Off HomePage MyAccount Change Site Help Chal Welcome Nora Habaty CMMA Caigary Region Independent Living Support Change Program Thursday Sep 6 2012 ToDoList Messages My Favomes My Dasnnoard f Participants Participant History 12 04 1983 Take Action Point of Service Point of Service Program oo he gt Record Efforts at Edit Add Similar Track Professional Consultation with Track Professional Consultation with Independent Living 22 08 2012 My Work Single client client Support Contacts Track Attendance at Money Matters Track Attendance at Money Matters Independent Living 06 08 2012 Contact 123 45th Street Workshop Workshop Support Entities NW Add Similar Track Attendance at Money Matters Track Attendance at Money Matters Independent Living 05 08 7017 Reports Calgary AB TIC Workshop Workshop Support ETO Reports 3P7 Edit Add Similar Track Contact with Collateral family
84. orites My Dashboard Reporting Dashboard Search_ a Add Demo by Group Duplicated Participants Participant Cases Take Action Group Name Group Status Start Date End Date Last Modified Active Members Find Participant C p Edit Disable i Recovery Enabled 15 06 2012 28 06 2012 0 Members Find Participant j New Add New Participant Manage Groups classic Add New Household Beta View Edit Participant Enroll Participants ia Dismiss Participants Dismiss Participants by Date Enroll Participants C Add Reliable Contacts View Edit Reliable Contacts Add Edit Families Manage Groups Darticinant Atatah Y SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved gt Online Community p Training Calendar gt Support Use the search bar to search for specific participants names or click Go to view a list of all available participants in your program Click Add next to the desired participant s If a participant is already a member of another group you will see their Existing Groups below their name Each participant s start date in the group appears next to his name This start date may or may not match the group start date depending on the setting on the Add New Group page and whether the date has been edited 57 Click Edit next to the client s name in the group to change the Start Date Termination Date or Termination Reason Take Action Participant Name
85. ort RECORDING GROUP ATTENDANCE OF ANONYMOUS INDIVIDUALS This is for the Independent Living Support Program Money Matters Proactive You and Skills for Life groups that have anonymous individuals not registered ina CMHA Program Supportive Living groups do not have anonymous individuals This is done by using the General Efforts feature Access the General Efforts Feature through the ILS Program Home Page or though your Navigation Bar Record Efforts and then General Efforts These are the Points of Service in the General Efforts feature Track anonymous participants at Money Matters workshop Track anonymous participants at Proactive You workshop Track anonymous participants at Skills for Life workshop 61 ETOSOFTWARE pi Earn Log Of HomePage MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary Region Independent Living Support Change Program Wednesday Sep 5 2012 New To Jo Lis Ale Jlessages My vorites M Dashboard R 4 Dast Enter Search Term s Record Program Efforts T Program s Name Independent Living Support Select Program Point of Service Element Select Program Point of Service Bement hd 3 Point of Service Flement lt Program Presentatons composite Track Admunstratve Tasks composite Track Professional Development composite Point of Service Filaments r Staff Matting Track a chwiies on behalf of non specihe chents Track Anonymous Participants at M
86. ou can add any number of phone numbers to each individual contact by clicking on Edit Entity Click Phone and add all new numbers The Software will store each of these numbers as Pending numbers until you click on Record Pending Phone Information 16 When the page below appears you will need to add the Professional to all Programs so that all Programs can use this Professional Support in the future To do this click on Program Information at the top right 5 Salt eel O hittps secure etosoftware ca incex D f BC X i ions Googie search CMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE PSs es Log Off HomePage MyAccount Change Site Helo Chat Welcome Nora Habafy CMHA Calgary Region Supportive alesis iret Transition Change Program Wednesday Sep 5 2012 Ener Search Term Search View Edit Entity AEEA gt Disable Pro _ Housing Checkin a Added By Nora Habafy on 28 8 2012 4 37 00 PM Time 8 days ago We Manage Rooms Last Updated by Nora Habaty on 28 8 2012 4 53 09 PM Time ara AAO z Take a Survey Entity Name La aca Contacts Entity Types Individuals Entities Entity Sub Types Professional Supports Psychiatrist Find Entity Phone Number 4079550344 Add Mew Enlity Ie an Individual J View Edit Entity Manage Entities Enterprise Lowel Enroll Entity Ceara eas Dismiss Entity 1 Abdul Rahman Office 1 4039558344 x 1820 Richmond Road
87. pendent Living 1 1 Support Batch Upload Beta Goal Attainment Scale a e iving 01 01 2012 Delete Fakes Suppor New Duphcale Enbbes Entity Contact Manager Es Manage Add Participant ad rf k ferrals Manage Attributes Robert Fake s Recent Referrals Manage Dashboard Templates Manage Demographics Take Action Referred By Reason for Referral Referral Type Entity Program Site Referral Status Referral Date Edit Nora Habafy Entity Calgary Urban Project Society CUPS Pending 05 09 2013 L Manage Feeder Tables ad Edit Nora Habafy Social Supports Program Family Support confidential Pending 03 06 2012 Manage Housing Nora Habafy Basic needs Program Street Outreach and Stabilization Pending 02 08 2012 Manage My Site Nora Habafy Housing Program SLA Horizon 14 Referred 01 08 2012 Manage Processes Edit Nora Habafy Basic needs Entity Fake community agency Referred 14 06 2012 Manage Program Groups New View All Manage Programs pe Manage Properties SocalSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved b Online Community p Training Calendar P Support Referrals to Program CMHA Programs All CMHA Programs Except the Peer Options Waitlist Program are set up so that they automatically accept the referral For your information the Peer Options Waitlist Program will use the View Pending Referrals feature in their program and will either accept or not accept the referral If they opt not to accept the referral the Reason
88. port This page will appear Under the Section Individual Participant History Reports click on the report Participant Notes by Date and Outcome and then search for your client and input a date range and click Run report The report will appear and you will be able to print it ETOSOFTWARE Log Of Home Page MyAccount Change Sile Help Chat Welcome Nora Habaty CMMA Caigary Region Independent Living Support Change Program Thursday Sep 6 2012 New ToDoLst Messages My Favonte nDoard Ri asnboar Program Enrollment Report including details for Participants with Multiple Enrollments Participants Site wide Enrollment Report Participant History e Enrollments per Day Week Month Record Efforts Participant Program Enroliment Report Select multiple programs EE Participant Program Dismissal Report Select multiple programs Contacts ite cAr LIL rticipa Notes 7 posite pe ae ee eee 8 iea Notes wines La Shaws all efforts recorded with a selected participant Participant Notes by Date amp Outcome lt _ Participant Notes by Date amp Program Participant Service Pan report Participant Service Reports Attendance across Outcomes Summarizing Outcomes within a date range Case Notes Only Al Participants Last Contact Report for Active Clients amp Entities Sehet Dates TEN ime Ors Last Contact Report for Active Cients amp Entities AI Dates i ETO
89. possible 65
90. rticipant Member of the target population recipient of service For CMHA Participant registered client Participant in the context of ETO Most of our participants will go through the same process beginning with an intake and finishing with an exit interview Search ETO first to avoid Duplicates Searching is probably the most frequently used functionality in ETO Software Before a new Participant is added to the system it is recommended that the system is searched to avoid duplicate entries Quick Search Quick Search allows you to search for active Participants in the selected program or those who are active and dismissed across the entire site Ensure that you select CMHA Calgary Region when you do the search ETOSOFTWARE Ss bia Log OW Home Pace MyAccount Change Sile Helo Chal Thursday Sep 6 2012 Last Login 6 9 2012 a PELLA Fated Allempts Since aon Peal Participant History Record Efforts My Work Contacts Entities Reports gt ETO Reports Efforts To Outcomes Canadian Mental eas nacii konsit Independent Living Support Calgary ToDolis R t Mental health for ali E See Me de y Res Enroll Participant Enroll the participants who were in the Intake ao Program and who are eligible Quality indicators Outputs ETO Analytics Beta Wizards Program Administration gt Site Administration Enterprise View Edit Participant Update a current partic
91. s SLA Horizon 14 v Add New Entity Entity Name i Address 1 Entity Type Select A ee a8 Address 2 Is an Individual Postal Code Phone Number he Enterprise Level Add New Entity Contacts View Edit Entity Contact Information La Manage Entities Relationship Select 2 v Copy Business Address Enroll Entity Title Address 1 Dismiss Entity Prefix Select w Address 2 Manage Program Entities Record Entity Efforts First Name Postal Code Multiple Entity Efforts Middle Name Email Review Entity Efforts Last Name Entity Assessment Suffix Select w Define Entity Sub Types Repo Notes ni shin ad SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page P Online Community P Training Calendar gt Support p Jv Trusted sites Protected Mode Off fav 100 Type in the Entity Name which is the full name of the agency entity If it is an AHS Program always start with AHS For Entity Type Always select Service Providers The following Entity Sub Types are available Access Mental Health Addiction Program e g AHS Inpatient Services hospitals AHS Mental Health and Addiction Outpatient Services any AHS Program related to mental health and addiction Child and Youth Serving Agencies e g Hull Child and Family Services CMHA Program Community Agency e g Calgary Association of Self Help Potential Place
92. t s file in database etc No show without notice Client did not come and did not notify you Track Professional Consultation with client Meeting between client professional and you Track Professional consultation without client Meeting or phone call with a professional without the client present Track contact with Collateral with client Meeting between client family member or significant other and you Track contact with Collateral without client Meeting or phone with client s family member or significant other Track No contact with Client To be used only by Supportive Living Relief and Overnight Staff when there is no contact with the client during the shift Most of the Points of Service for your Programs are Composite Points of Service A Composite Point of Service allows you to enter data on more than one related Point of Service on the same screen Feature to use Record Efforts Efforts are used to enter Point of Service data Points of Service allow for time spent with Participants to be captured Efforts are entered with more frequency than any other feature in ETO There are several ways to access the Participant Efforts feature 1 Go to the Participant s Dashboard through the Quick Search link the link at the top of the View Edit Participant page or from My Dashboard Once on the Participant s Dashboard click the Participant Efforts link inside the Action Links ETO Part or utilize the appropri
93. t the day must be in the future Select a date from the calendar date picker or enter a plus sign and the number of days until the reminder 7 If you do not enter a date of next contact a reminder will pop up You will have the option to click a link to request this reminder not pop up in the future e If there is an Effort Qualifier section such as in the Point of Service Track Activities with client select the appropriate options l https secure etosoftwareca ince O BC Xi cMHA Calgary i File Edit View Favorites Tools Help ETOSOFTWARE O ieee Log Of Home Page MyAccount Change Site Help Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 New To Do List Enter Search Term s Date of Last Contact None a Date of Contact 05 00 2012 SCS HEE Date of Next Contact EE Provided emotional suppart and validation of feelings Assisted client with the alleviation of mental to client in crisis situation illness symptoms Problem solved with client barriers that Reviewed progress on goals and tasks with ellent prog g impeded progress on goals Description of Staff activities with Used techniques to motivated client to work on goals Re evyaluated goals and tasks with client client Provided Information to client O Encouraged client to continue his her efforts Provided referral to community resource to client Plan client
94. t to update demographic data of the 30 participant after you have entered a Point of Service gt Save Effort amp Clase Save Effort amp Record Similar Effort Save Effort amp View Edit Partici If you have entered a Next Contact Date because you know when the next appointment with your client is then you can use the To Do List feature You can use the To Do List feature to directly record the effort that you had on that Next Contact Date To Do List When recording a Point of Service Effort the Date of Next Contact can be entered with a plus sign followed by the number of days 14 typing a date directly into the box using m d yyyy format or by using the date picker calendar ETOSOFTWARE Eqa Log off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLA Horizon West Change Program Wednesday Sep 5 2012 ay Sage z ia aa A ee ieee Teo eee New To Da List YES sages i i Jasho sared ais My Favontes TETE Participants t Participant History Record Efforts H My Work Participant Fake Dolores Beers Point of Service Activity Track activities with client Direct Entities Reports Contact Location Method Face to face onsite gt ETO Reports Date of Last Contact None gt Efforts To Outcomes Date of Contact los 09 20123 L P Quoy mE gt Outputs Date of Next Contact 09 10 2012 gt ETO Analytics
95. th this page gt Online Community P Training Calendar gt Support Fa vf Trusted sites Protected Mode Off fay 100 v Type in the Entity Name in this manner First Name and Last Name Do not put any title such as Dr For Entity Type Always select Individuals The following Sub Types are available Professional Supports Addiction Counselor Professional Supports Clinical Support Case Manager e g Psychologist Nurse etc Professional Supports Community Support Worker E g Social worker Professional Supports Dentist Professional Supports Financial Support Worker Professional Supports Guardian Trustee Professional Supports Other Professional Supports Parole Officer Professional Supports Pharmacist Professional Supports Physician Professional Supports Probation Officer Professional Supports Psychiatrist Professional Supports Trustee e After designating a Type and Sub Type for the Entity check the Is an Individual box which will automatically populate the contact information box for the Entity You may receive a Duplicate Warning if they attempt to add a new entity that already exists on the site e After indicating whether or not you want the Entity to be a part of the program you are in you will then be asked in you wish to Manage the Entity Managing the Entity consists of adding contact information to the Entity Click on Add New Contact and enter information e After contacts have been added to the system y
96. the View Edit Participant feature described in another section in this Manual page 18 File Edit View Sa Tools ETOSOFTWARE BF et Log Of HomePage MyAccount Change Site Help Chat Welcome Nora Habaty CMHA Calgary nemo SLA Horizon West Change a Hioa am Wednesday Sep 5 201 Enter Search Term s Participants Below are all Participants matching Fake who are not currently enrolled in SLA Horizon West 7 Select All 1 Fake Alex DOB 1 1 1984 Case Number 10241 Program Start Date Day Month Yeer required j Manage Groups EIAs SocialSolutions 2001 2012 Developed by Social Solutions inc All rights reserved Help with this page p Online Community p Training Calendar p Support PRINTING A FACESHEET OF YOUR CLIENT Click on Go next to View Edit Participant on your Program s Home Page 21 Search for the client you are interested in At the bottom of the demographic page click on Participant Face Sheet and print the Face Sheet nitps secure etosoftwareca inde O B BOX he CMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE ae Log Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLG Miner House Change Program Wednesday Sep 5 201 New To Do List Messages MyFavontes MyDashboard Reporting Dashboard Ene Sore Tormis search Comment about
97. this 11 order first name and then last name Check the Emergency Contact box to identify that this is a person to contact in event of an emergency Enter 10 digits for phone number and move to another field The number will be auto populated with parenthesis and a dash It is optional to enter the address of the reliable contact Multiple reliable contacts can be added one at a time for the selected participant However the same reliable contact may not be attached to multiple participants View Editing Deleting Reliable Contacts Reliable Contacts can be viewed edited or deleted On your Navigation Bar Click on Participants and then View Edit Reliable Contacts Or Click on View Edit Reliable Contacts on your clients Dashboard Participant Dashboard lf a participant has more than one reliable contact the order can be changed on this page click on Change Order File Edit View Favorites Tools Help Canadian Mental ETOSOFITIW ARE a x Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLA Horizon 8 Change Program Tuesday Sep 4 2012 New To Do List Messages My Favorites My Dashboard Reporting Dashboard Search View Edit Reliable Contacts for Alex Fake i Add Demo by Group Person Name John Roberts Be paceient PATINDA Participant Cases Emergency Contact No i Find Participant C Home Phone 403 456 7890 Find
98. time of a group s creation Groups can easily be disabled and re enabled once created 56 e Start Date Note that ETO will prevent attendance data for the group from being entered prior to the group start date For this reason it is important if the group started in the past the start date is backdated e Set All Individual Members Group Start Date Equal to Date Above If this box is not checked member start dates will default to the date they are added to the group today Member group start date can be edited individually if this box is checked NOTE If this box is checked for an existing group the start date for the current members will not change Checking this box will only impact new members added to the group e End Date The group will not be available for recording efforts after its end date including for back data entry Group Description Text will show up under the title of the group on the Manage Groups screen Uses Scheduling Not Applicable Adding Participant Members to a Group Once you ve added a new group click on 0 Members where you can add active participants in the selected Program N at rA AS ch CMHA Calgary File Edit View Favorites Tools Help Canadian Mental ETOSOFTWARE RY a n Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region SLG Marguerite House Change Program Wednesday Sep 5 2012 To Do List Messages My Fav
99. tions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community p Training Calendar This page will appear 5 1 CMHA Calgary File Edit View Favorites Tools Help jerital ETOSOFTWARE xE Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region aiaia jait Living Support Change Program Wednesday Sep 5 2012 Enter Search Term s Independent Living Support v oo Add Group Find Participant C z Find P Dart a i Sot t Group Nam ss sissi i s S S Add New Participant e g A 9 View Edit Participant ate v J y bg i AS Enroll articipar 5 Set All Individual Members Group Start Date Equal to Date Above 8 ai Participants End Date Day Month Year Dismiss Participants by Date ne Enroll Participants C Group Description os _ Add Reliable Contacts ee View Edit Reliable Contacts Manage Groups Participant Match gt Participant History m gt Record Efforts 4 Hi SocialSolutions z Danalamnc in CO anial Colt Allri i Help with thi Online C i Training Calend Support amp 2001 20 Microsoft Office Excel 2003 ons Inc All rights reserved Help wi is page Online Community gt Training Calendar gt Suppo e Group Name Enter a name for the group e Disabled Select if this group is not yet active This option is rarely used at the
100. tom Home Page Links 4 Navigation Bar It s up to you to decide which navigation method is the most comfortable based on your use of ETO The ETO Administrator may prefer a method or combination of methods and train you accordingly Follow the links below to learn more about each My Dashboard Mae r e e CMHA Calgary File Edit View Favorites Tools Help ETOSOFTWARE PBN Loa Off HomePage MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Cakjary Repon SLA Horizon West C Tuesday Sep 4 2012 Enter Search Term s SLA Horizon West Participants My Dashboard if z b Participant History t Record Efforts My Work My Caseload os b Entitias Reports No records to display ETO Reports Efforts To Outcomes m Quality Indicators b Outputs ea Dashboard Search i Recent Efforts ETO Analytics Bea gt Wizards Dashboard Search Take Action Point of Service Participant s Point of Service Program legao Program Administration No Show Without Johnathan No Show Without Independent 22 08 2012 Site Administration Notice Fake Notice Living Support b Enterprise Track Professional Robert Fake Track Professional Independent 22 08 2012 Consultation with Consultation with Living Support Recent Participants sien mient Ce Track activities with Donald Fake Track activities with Independent 14 08 2012 SociaSolutio
101. ts not registered in a CMHA Program e g individuals at the Clinics individuals living in your Apartment building Program Presentations To be used when you deliver a presentation about your Program to a community agency Track Outreach Activities For the SOS Program only Track Professional Development To be used for tracking your attendance in workshops training courses conferences agency tours etc for your professional development Track travel time To be used to track your travel time not related to client work Group Preparation To be used to capture the time you spend on preparing for your Program s groups workshops Including preparation for house meetings and community meetings kkk 39 E D neps secu e etosoftwareca inae O BG X C CMHA Calgary x File Edit View Favorites Tools Help ETOSOFTWARE xE Log Off Home Page MyAccount Change Site Help Chat Welcome Nora Habafy CMHA Calgary Region Street Outreach and Stabilization Change Program Wednesday Sep 5 2012 ae gt Participants i a Composite Point of Service Element Activity Name Track Administrative Tasks gt Participant History Program Street Outreach and Stabilization Record Efforts Contact Location Method Select Self Assessment Date of Contact 5 Sep wiz Participant Efforts Record Attendance Date of Next Contact Day Month voae 41 47 30 90 i zey
102. ups Housing Check In Check Out Supportive Living and SOS only Logging off from ETO INTRODUCTION Welcome to ETO ETO is acase management software for social services developed and maintained by the company Social Solutions based in Baltimore United States ETO helps nonprofit organizations quickly and easily track efforts Staff and Client activities outcomes questionnaires and surveys and the progress of clients in their efforts To access the ETO database type in the following address http cmhacalgary etosoftware ca Your Username is your CMHA e mail address or if you don t have one use your personal e mail address that you provided to CMHA Once you are given an initial password the new password that you will set up will be of your own choosing but it has to have a minimum of 6 characters and include at least one numeric character You have access to the Programs you are working in the Intake Waitlist Program of your Program as well as the Peer Options and Leisure Recreation Programs as you will benefit from viewing your clients attendance in Peer Options and Leisure Recreation groups All your Programs have an Intake Program or a Waitlist Program Clients are first added if new or enrolled if already in another CMHA Program or previously in your Program in the Intake Waitlist Program then they are discharged dismissed from the Intake Program and then enrolled in your actual Program This
103. view the referrals and the assessments that you completed during that period hrps secure etosottwareca index O BG X SicMHaA calgay lt i r sma e_o File Edit View Favorites Tools Help p fant ETOSOFTWARE BA Log Olt HomePage MuAccount Changes Hel 1 Chal Welcome Nora Habaty CMHA Calgary Region Street Outreach and Stabilization Change Program Wertinesday Sep 5 2017 Enter Search Tormis Participants i f Participant History No Show Without Notice 00 30 PD Mi E ie chest le ete SEE Details E Professional Consultation with Cent 00 45 1 Toggle iar Emeni i 1 Martin Fake 00 45 1 Toggle Client Details 2 Face to face onsite 1 6 2012 Track Documentation of Activity Consultation With Client indirect Yes 00 15 Edit Track Travel Time Consultation With Client client related Yes 00 15 View Pending Referrals Track Professional Consultation with Client direct Yes 00 15 General Assessments General Efforts There is no Participant Group Point of Service Element Data for the given dates Housing Check in Housing Check Out There is no Participant Composite Group Point of Service Element Data for the given dates Manage Rooms in Manage All Rooms t m J TaveaSiwvev _ SocialSolutions 2001 2012 Developed by Social Solutions Inc All rights reserved Help with this page p Online Community p Training Calendar gt Support If you would like to see your work in other Progra

Efforts To Outcomes (ETO) USER MANUAL Independent Living

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