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Course 9: Case Notes

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39 diapositives · 534 Views · Oct 15, 2014

This course provides in-depth training on managing case notes within the ARIES system, focusing on essential client support functions such as client search, intake, enrollment in programs/services, report creation, and agency collaboration. Participants will learn how to efficiently enter, edit, and categorize case notes, including handling share/non-share status for clients. The training also covers best practices for printing notes, along with the specific rules regarding mental health, legal, and substance abuse case notes. Hands-on practice and quizzes enhance understanding.

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Course 9: Case Notes
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  1. Course 9:Case Notes ARIES ON DEMAND Training 9.00

  2. Client Support Functions • Client Search • Client Intake • Share/Non-share • Program/Service Enrollment • Creating Reports • Working With Agencies 9.00

  3. ARIES System Navigation • CLIENT Tabs and Subtabs ARIES Structure 9.00

  4. Course 9 Learning Objectives • Entering case notes • Case notes—selecting type and category • Editing case notes • Case notes for share clients • Marking case notes as "don't share" • Case notes that are never shared • Printing case notes • Practice creating case notes 9.01

  5. Working with Clients in ARIES… Case Notes • Connecting to programs and services 9.02

  6. Working with Clients in ARIES… Case Notes 9.02

  7. Working With Clients in ARIES … Case Notes 9.03

  8. Case Notes 9.03

  9. Case Notes 9.03

  10. Case Notes 9.03

  11. Case Notes 9.03

  12. Case Notes 9.03

  13. Case Notes 9.03

  14. Case Notes 9.03

  15. Case Notes Edit Screen 9.04

  16. Case Notes Edit Screen 9.04

  17. Case Notes Edit Screen 9.04

  18. Former notes move here Create new category here Case Notes Edit Screen 9.04

  19. To edit this note in the display-only box, Choose its category here… Case Notes Edit Screen 9.04

  20. Case Notes Edit Screen And the note will move down here to be edited Mental health, substance abuse, and legal case notes are not shared with other agencies, regardless of a client’s share status 9.05

  21. Case Notes Edit Screen Once sealed, case notes cannot be edited or deactivated 9.05

  22. Case Notes ARIES times out after 30 minutes Please save long case notes every 10 minutes (without using the sign and seal feature) 9.06

  23. View for Printing 9.07

  24. View for Printing 9.07

  25. ARIES ADVISOR www.cdph.ca.gov/programs/AIDS/Pages/OAARIESHome.aspx 9.08

  26. Case Notes Review 9.09

  27. Case Notes Review 9.09

  28. Case Notes Review 9.09

  29. Case Notes Review 9.09

  30. Case Notes Review 9.09

  31. Case Notes Review Mental health, substance abuse, and legal case notes are not shared with other agencies, regardless of a client’s share status 9.09

  32. Case Notes Review 9.09

  33. Time to try it yourself. Click the hot button to launch the ARIES practice exercise 9.10

  34. [Practice Site Launched] 9.11

  35. End of Practice Site 9.12

  36. FLASH Quiz – Choose the Correct Answers [insert Drag and drop+multiple choice exercise] Flash element to be inserted 9.13

  37. FLASH Quiz – Choose the Correct Answers [insert Drag and drop+multiple choice exercise] Flash element to be inserted 9.14

  38. [Reference: PDF files] 9.15

  39. 9.16