How To Complete a Screening when there is a concern and a Resource Connection
Jen Kuchyt
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31 steps
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2 minutes
Visittrackerweb
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How To Complete a Child Screening when there is a concern and a Resource Connection
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From the Children tab, select the child from the dropdown menu.
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Click "Screenings" on the left hand side.
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To add a new screening, click the plus icon in the upper right corner.
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Select the screening category from the list.
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Fill in the Screening Date.
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The Next Due Date will default to one year out. You can change this date if needed. By clicking the bell icon, this will create a reminder.
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Click Yes if the screening was completed. Only screenings that have been completed will count for compliance.
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Select the Screening Tool
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If there was a concern, select concern.
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Check off the area of concern. Filling in the actual scores are optional.
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To make a Resource Connection from this screening, click "Yes" for the question "Was a resource connection made as a result of a concern found during this screening?"
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The date will autofill from the screening date listed above. Select the Connection Type.
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Fill in "Connected To".
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Fill in the Connected Reason.
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If you would like for this resource connection to show on your PVR, Click "Progressing (will show on PVRs)".
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Click "Create"
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Click "Screenings" on the left to go back to the Screenings page.
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Under the Latest Screening table, you will see your Screening.
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Under the Screening Resource Connection table, you will see your Resource Connection.
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To update your Resource Connection form the screening page, click on the pencil icon on the right hand side.
Tip! If the Resource Connection is showing on your visit record, you can update from the PVR. The steps below will look the same from the PVR or the screening page.
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This is the Resource Connection page.
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Click "Add new status" toward the bottom of the page.
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Fill in the date you followed up with the family.
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Select the Status of the Resource Connection. Did the child receive Services? Or if the child did not receive services, select the reason why from the dropdown list.
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Fill in the date when the child will begin services in the "As of" field.
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Click "Create"
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If the Resource Connection is complete, you can click the "Completed and then the Resource Connection will no longer show on PVR.
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Click "Save"
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Click "Close"
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In the Screening Resource Connection table, you will see the Resource Connection.
