MYAVATAR USER GUIDES

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Section Name MP3 PDF
CHAPTER 1 – INTRODUCTION
Navigating the QI Website Download Video No PDF
Basic Functionality Download Video Download PDF
Auto Save Feature Download Video Download PDF
CHAPTER 2 – WIDGETS
Widgets Download Video Download PDF
CHAPTER 3 – CLIENT INFORMATION AND CONSENTS
Onset of Services Download Video Download PDF
Update Client Data Download Video Download PDF
Client Relationships Download Video Download PDF
Special Considerations Download Video Download PDF
--Safety Plan add-on N/A
Download PDF
Account of Disclosure Download Video Download PDF
Notice of Action Assessment Download Video Download PDF
CHAPTER 4- ADMITTING A CLIENT
Admission Download Video Download PDF
CSI Admission Download Video Download PDF
Entering a New Diagnosis N/A Download PDF
Adding a Diagnosis N/A Download PDF
Client Case Coordinator Download Video
Download PDF
New Client Form – CSI Assessment N/A Download PDF
CHAPTER 5 – DISCHARGE
Discharge Download Video Download PDF
CHAPTER 6 – UMDAP
UMDAP N/A Download PDF
CHAPTER 7 – MENTAL STATUS
Mental Status Download Video Download PDF
CHAPTER 8 – MONTEREY COUNTY TREATMENT PLAN
Monterey County Treatment Plan N/A Download PDF
Treatment Plan Participation Consent Download Video Download PDF
Adding a New Intervention
Download Video Download PDF
Treatment Plan Review Notification Download Video Download PDF
CHAPTER 9 – PSYCHOSOCIAL ASSESMENT
Psychosocial Assessment Download Video Download PDF
CHAPTER 10 – CLINICAL PROGRESS NOTE MC
Clinical Progress Note MC Download Video Download PDF
Viewing Progress Notes Download Video Download PDF
Report 311 – Progress Notes All Episodes Report Download Video Download PDF
Progress Notes – Group and Individual
- Group Registration Download Video Download PDF
- Group Default Note Download Video Download PDF
- Edit Individual Note Download Video Download PDF
- Add/Remove Client From Group and Progress Notes Download Video Download PDF
CHAPTER 11 – ERROR REPORTING
Error Reporting Download Video Download PDF
CHAPTER 12 – DATA REQUEST FORM
Data Request Form Download Video Download PDF
CHAPTER 13 – SCHEDULING STAFF MEMBER HOURS AND EXCEPTIONS
Urgent Appointment N/A Download PDF
Scheduling Calendar Overview Download Video Download PDF
Staff Member Hours & Exceptions
Download Video Download PDF
Scheduling an Appointment Download Video Download PDF
Confirming an Appointment Download Video Download PDF
Missed Appointment/Visit Download Video Download PDF
Entering Non Billable Time Download Video Download PDF
CHAPTER 14 – FULL SERVICE PARTNERSHIP FORMS
Partnership Assessment Form N/A Download PDF
CHAPTER 15 – IMPORTING CLIENT IMAGE
Importing Client Image Download Video Download PDF
CHAPTER 16 – CALL INTAKE
Call Intake Download Video Download PDF
CHAPTER 17 – CLIENT DOCUMENT CAPTURE
Document Capture Download Video Download PDF
Adding Document Capture to Chart Overview N/A Download PDF
Scanning Categories N/A
Download PDF
CHAPTER 18 – REPORTS
Reports Download Video Download PDF
CHAPTER 19 – STAFF PROCEDURES FOR NEW HIRES/END OF EMPLOYMENT
New User request Download Video Download PDF
End of Employment Bundle
N/A Download PDF
CHAPTER 20 – WAIT LIST AND REFERRAL PROCESS
Waitlist/Referral Process Download Video Download PDF
CHAPTER 21 – CANS/ANSA ASSESMENT
CANS/ANSA Assessment N/A Download PDF
CHAPTER 22 – ACCIDENTAL/INCORRECT CLIENT ACCESS
Accidental/Incorrect Client Record Access Download Video Download PDF
CHAPTER 23 – CALL LOG DOCUMENTATION
Call Log Process Download Video Download PDF
CHAPTER 24 – CLIENT CONDITION PREGNANCY
Client Condition – Pregnancy N/A Download PDF
INTERIM
Interim Documentation Standards N/A Download PDF

MYAVATAR USER GUIDE – By Chapters – (VIDEOS video icon are listed first, followed by the printable / savable pdf PDF document)

CHAPTER 1 – INTRODUCTION

CHAPTER 2 – WIDGETS

  • Widgets

CHAPTER 3 – CLIENT INFORMATION AND CONSENTS

  • Onset of Services
  • Update Client Data
  • Client Relationships
  • Special Considerations
  • Account of Disclosure
  • Notice of Action Assessment

CHAPTER 4- ADMITTING A CLIENT

  • Admission
  • CSI Admission
  • Entering a New Diagnosis
  • Adding a Diagnosis
  • Client Case Coordinator
DIAGNOSIS FORM FAQ (frequently asked questions)

CHAPTER 5 – DISCHARGE

  • Discharge 

CHAPTER 6 – UMDAP

  • UMDAP

CHAPTER 7 – MENTAL STATUS

  • Mental Status

CHAPTER 8 – MONTEREY COUNTY TREATMENT PLAN

  • Monterey County Treatment Plan
  • Treatment Plan Participation Consent
  • Adding a New Intervention
  • Treatment Plan Review Notification

Chapter 9 – PSYCHOSOCIAL ASSESMENT

  • Psychosocial Assessment

CHAPTER 10 – CLINICAL PROGRESS NOTE MC

  • Clinical Progress Note MC
  • Viewing Progress Notes
  • Report 311 – Progress Notes All Episodes Report
    • Progress Notes – Group and Individual
      • Group Registration
      • Group Default Note
      • Edit Individual Note
      • Add/Remove Client From Group and Progress Notes

CHAPTER 11 – ERROR REPORTING

  • Error Reporting

CHAPTER 12 – DATA REQUEST FORM

  • Data Request Form

CHAPTER 13 – SCHEDULING STAFF MEMBER HOURS AND EXCEPTIONS

  • Urgent Appointment
  • Scheduling Calendar Overview
  • Staff Member Hours and Exceptions
  • Scheduling an Appointment
  • Confirming an Appointment
  • Missed Appointment/Visit
  • Entering Non Billable Time

CHAPTER 14 – FULL SERVICE PARTNERSHIP FORMS

  • Partnership Assessment Form

CHAPTER 15 – IMPORTING CLIENT IMAGE

  • Importing Client Image

CHAPTER 16 – CALL INTAKE

  • Call Intake

CHAPTER 17 – CLIENT DOCUMENT CAPTURE

  • Document Capture
  • Adding Document Capture to Chart Overview
  • Scanning Categories

CHAPTER 18 – REPORTS

  • Reports

CHAPTER 19 – STAFF PROCEDURES FOR NEW HIRES/END OF EMPLOYMENT

  • New User request
  • End of Employment Bundle

CHAPTER 20 – WAIT LIST AND REFERRAL PROCESS

  • Waitlist/Referral Process

CHAPTER 21 – CANS/ANSA ASSESMENT

  • CANS/ANSA Assessment

CHAPTER 22 – ACCIDENTAL/INCORRECT CLIENT ACCESS

  • Accidental/Incorrect Client Record Access

CHAPTER 23 – CALL LOG DOCUMENTATION

  • Call Log Process

CHAPTER 24 – CLIENT CONDITION PREGNANCY

  • Client Condition – Pregnancy

INTERIM