1. Lookup a Patient using the patient icon
  2. Click the template icon and open the 'Packet Navigation' template from the list
  3. Add the patient’s program to the program field
  4. Click to open the 'Adult Needs and Strengths Assessment (ANSA) template from the Packet
  5. Click in the radio button that best fits the 'Reason' for this visit
  6. Click 'yes' or 'no' if the client has 'Medicaid'
  7. Click in the 'Performed Date' field and use the calendar popup to change the date if needed.

Life Domain Functioning 

  1. Click in the radio buttons that best fit this section based on the scores listed Click on each blue link and answer the questions in the templates that open
  2. Click ok to close the popup template and return to the main template
    1. *Click the blue (i) informational button to the left of the list to see the details regarding that item.
  3. Click in the 'Comment' field and enter a comment regarding the score

 

Strengths 

  1. Click in the radio buttons that best fit this section based on the scores listed.
    1. Click on the info buttons to the left to show details below to assist in scoring items in this section.
  2. Click in the 'Comment' field and enter a comment regarding the score.

Cultural Factors 

  1. Click in the radio buttons that best fit this section based on the scores listed.
    1. *Click the blue (i) informational button to the left of the list to see the details regarding that item.
  2. Click in the 'Comment' field and enter a comment regarding the score

Behavioral Health Needs 

  1. Click in the radio buttons that best fit this section based on the scores listed.
  2. Click on each blue link and answer the questions in the templates that open.
    1. Click ok to close the popup template and return to the main template.
    2. *Click the blue (i) informational button to the left of the list to see the details regarding that item.
  3. Click in the 'Comment' field and enter a comment regarding the score.

Risk Behaviors 

  1. Click in the radio buttons that best fit this section based on the scores listed.
  2. Click on each blue link and answer the questions in the templates that open.
    1. Click ok to close the popup template and return to the main template .
    2. *Click the blue (i) informational button to the left of the list to see the details regarding that item.
  3. Click in the 'Comment' field and enter a comment regarding the score.

 

 

Caregiver Needs and Resources (optional) 

  1. Click in the radio buttons that best fit this section based on the scores listed.
  2. Click in the 'Comment' field and enter a comment regarding the score.

 

 

  1. Click the 'Generate Document' button to generate the document.
  2. Review the document for accuracy.
  3. You will now be able to see the document in the gride as well under your encounter.