Facility Reporting v. 1.0 Managing Clinical Staffing Reports on the Illinois Outcomes Website May 20, 2009. Purpose of the Facility Reporting Website.
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Facility Reporting v. 1.0 Managing Clinical Staffing Reportson the Illinois Outcomes WebsiteMay 20, 2009
Note: A CSR must have a Cover Sheet and an Action Plan. The CSR may or may not include Phase I and/or Phase II sections.
Depending on your response to Staffing Type you may be guided to the Phase I or Phase II Staffing questions.
The Phase I or
Phase II Staffing
are divided into 3 pages.
opens the Notes section following every question.
You can open the Notes section when it is not prompted by clicking “Add”.
Some questions may require you to enter Names, Relationships, and Roles. You can create additional rows by clicking “Add Another Family Member/Significant Adult”. You can delete the row and the information by click the red “X”.
These pages add the Previous button to help you navigate through the different parts of a CSR or CSR-SE
Other questions may require you to enter Dates. You can either enter the date manually in the mm/dd/yyyy format or you can use the calendar window.
Remember, these dates will be validated to determine if the information has been entered correctly.
The Action Plan allows you to enter multiple tasks.
You can add new tasks by clicking the “Add New Task” link.
You can remove a task and its information by clicking on the red “X”.
The CSR you have been working on until this point will be in incomplete status. Once saved it will be found under the section on your homepage.
After you have finished the CSR. Clicking will validate all your responses and if you have entered the information correctly you will be prompted to choose a Monitor to Submit the CSR for Review.
You can use the drop down menu to
choose the Monitor that should review
Clicking “Send FOR” will lock the CSR.
You will not be able to edit the CSR until
the Monitor returns it to you.
Clicking “Send FOR” will also change
the status of the CSR to Sent.
It will now be found under thesection on your homepage.
A Monitor may return the CSR to you for clarification, editing or other response purpose. A returned CSR will be found on your homepage under the CSRs Currently Pending Response
After clicking on the CSR you will be able to see the Monitor’s Response Notes
Before you can make any edits and/or provide clarification in the individual question’s notes you will have to click the button.
(1) Facility Contact Creates New CSR
(5) Monitor receives CSR
(4) Facility Contact Saves CSR to pdf and emails of prints for Treatment Team Members
(3) Facility Contact
(6) Monitor reviews CSRenters Response Notes
(2) Facility Contact
fill outs CSR
(8) Facility Contact receives CSR
(9) Facility Contact views comments and makes edits to CSR
(10) Facility Contact Sends CSR
(11) Monitor receives CSR
(12) Monitor reviews CSR edits and responses
(13) CSR is completed
When a CSR is completed it will no longer show up on your homepage. If you want to locate a completed CSR you will have to use the search function
You can search for any CSR you have completed or for CSR-SEs that have been assigned to you.
You can narrow your search parameters
by Review Date and Form Type
CSR-SEs are initiated by the Monitor. Any CSR-SEs sent to the Facility Contact will be found under “CSRs Currently Pending Response”.
The Facility Contact user may be asked to provide clarifications or answer questions. In order to provide clarification, make any edits or enter a response you will have to use the button.