TM Case - Manage Risk Assessments...(For new Risk Assessments, it will always be Referral ID.)...

TM Case - Manage Risk Assessments

Friday, May 18, 2018Copyright 2016 State of Colorado

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Purpose

This Job Aid provides you with a document that describes how to perform the task. You can print this document or save it to your local hard drive.



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Procedure

1. Follow the steps below to complete the task:

Colorado Trails - Google Chrome

2. The Risk Assessment displays.



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The Risk Assessment displays.

Important Note: The steps demonstrating how to navigate to the Risk Assessment will be provided in the future as the navigation process is finalized.

This course will provide the steps for completing the Risk Assessment details after it is created from an Assessment or accessed from a Case.


3. The Risk Assessment Title Bar and Sections.



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The Risk Assessment contains the following sections as listed in the left navigation bar:

General Information Case and Caregiver Characteristics Risk Factors Risk Level Provision of Services

The Risk Assessment will have a title bar with the following information:

Risk Assessment - Referral: (if the Risk Assessment was created from a Referral/Assessment)OR

Risk Assessment - Case:(if the Risk Assessment is older and was created from a Case)

Referral ID or Case ID Family Name

https://trails-dev-ete.state.co.us/RiskAssessment/Details/2061224 - Google Chrome



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4. Click the Case and Caregiver Characteristics menu item.

To navigate within the Risk Assessment, select the section in the Navigation Bar or use the scroll bar on the right.


5. The Case and Caregiver section displays.



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After reviewing the information, use the scroll bar to return to the top of the page.

The Case and Caregiver Characteristics section displays.


6. Click the less than icon ( < ) to close the navigation panel.



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Collapse the left navigation panel to aid in viewing the Risk Assessment page.


7. General Information Section.



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General Information Section

The General Information section contains the following default values:

Family Name – defaults to Family name in the Referral or Case. Referral ID or Case ID – defaults to the Referral ID or Case ID based on whether the

Risk Assessment was created for a Referral or a Case.(For new Risk Assessments, it will always be Referral ID.)

Created By – defaults to the user that created the Risk Assessment and the date/time created.

Approval Status – defaults to Pending for new Risk Assessments.


8. Click the County drop-down menu.



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The County drop-down menu defaults to a list of the counties associated with the worker who created the Risk Assessment and is required to submit for approval.

For this activity, select Adams County.


9. Select the Adams County menu item.



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10. Click in the Completed By text box.



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The Completed By field defaults to the worker who created the Risk Assessment (or is blank when new) and can be changed using auto-complete for staff.

To start, click in the Completed By text box.


11. As required, complete/review the following fields: Field DescriptionCompleted By

Example: J

Start typing the Completed By name in the text box and the system will list names beginning with these letters.

For this example, type J in the Completed By text box.



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12. Select Johnkzof Doehpcg from the list of names.



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For this example, select Johnkzof Doehpcg from the list.


13. Click in the Complete Date text box.



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The Complete Date allows current or past dates.

To start, click in the Complete Date text box.


14. Use the drop-down calendar or enter a Complete Date.



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A drop-down calendar displays. Either select the date from the calendar or enter the date in the text box in MM/DD/YYYY format.

For this example, select April 17, 2018 from the calendar.


15. Click the April 17, 2018 date.



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16. Click the Actions menu to view further actions for the Risk Assessment.



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17. The Actions menu for the Risk Assessment.



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The Actions menu provides the following options:

Approval of the Risk Assessment (including Submitting the Risk Assessment for Approval)

Delete the Risk Assessment Print the Risk Assessment

Submitting the Risk Assessment for Approval and the Print option will be shown following completion of the Risk Assessment in this training module.

For further information regarding the Approval options, please see the TM Case - Manage Risk Assessment Approvals training module.

For this example, let's review the Delete option.


18. Select the Delete menu item.



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Risk Assessments can only be deleted:

By a Supervisor affiliated to the County of the Risk Assessment. If the Risk Assessment has not been Approved.

If an Approval has been requested, the Approval Request will also be deleted.

For this example, select the Delete option.


19. Click the No button.



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A warning message displays to confirm the deletion.

For this example, click the No button.


20. Scroll to the next section.



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After completion of the section, scroll to the Case and Caregiver Characteristics section.


21. The Case and Caregiver Characteristics section displays.



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Case and Caregiver Characteristics Section

The Case and Caregiver Characteristics section displays.


22. Tool tips and Help Information.



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Scrolling over the Information icon provides additional help explanations.

Notes are provided throughout the Risk Assessment to aid in completing the information.


23. Select the Primary Caregiver.



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The Primary Caregiver drop-down menu lists all participants not identified as Participating as a Child (PAC) in the Assessment.

An Asterisk (*) indicates a person no longer involved and cannot be selected as a Primary Caregiver.


24. Click the Primary Caregiver menu item to select a participant.



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25. Select the Johngcun Doevovw menu item.



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26. Select the Secondary Caregiver.



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The Secondary Caregiver drop-down menu lists all participants not identified as Participating as a Child (PAC) in the Assessment.

The Caregiver must reside in the home being assessed.

The Primary and Secondary Caregivers cannot be the same person.

An Asterisk (*) indicates a person no longer involved and cannot be selected as a Secondary Caregiver.

For this activity, click the Secondary Caregiver drop-down menu to select a participant.


27. Click the Secondary Caregiver drop-down menu to select a participant.



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28. Select the Johnhwyu Doeepah menu item.



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29. Complete the Case and Caregiver Characteristics section.



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Complete the remainder of the fields in the Case and Caregiver Characteristics section as needed by selecting the item from the drop-down menus.


30. Completed Case and Caregiver Characteristics section.



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For this example, the remainder of the fields for the Case and Caregiver Characteristics section have been selected for you.


31. Scroll down to the Risk Factor section.



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Scroll down to the Risk Factors section.


32. The Risk Factor section displays.



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All fields in the Risk Factors section require a response prior to submitting the Risk Assessment for approval. There are no default values for the responses.

Risk Factor Section

The Risk Factors section displays.


33. Risk Factor Section Responses.



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Click the Yes or No to answer questions with the Yes/No toggle bar.

Select the appropriate Radio button to answer multiple choice questions in the Risk Assessment.

Many questions also provide a Comments box. Comments are optional if the response is No. Comments are required if the response is Yes.


34. Completed entries for the Risk Factor section.



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For this example, the highlighted portion of the Risk Factor Section has been completed for you.

Remember, every question requires a response prior to submittal for approval.


35. Scroll down to view additional questions.



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Scroll down to complete additional questions in the Risk Factor section.


36. Completed entries for the second portion of the Risk Factor section.



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For this example, this portion of the Risk Factor Section has been completed for you.

Remember, if you respond Yes to a question, Comments are required in the textbox below the question.


37. Scroll down to view the remainder of the questions in the Risk Factor section.



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Scroll down to view the remainder of the questions in the Risk Factor Section.


38. Initial Risk Level Status.



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The scored Risk Level section contains the calculated Score and Level for Neglect, Abuse and an Overall Risk based on answers to the questions in the Risk Factor section.

Until all Risk Factor questions are answered, the Risk Level indicators are grey and will have a Pending status.


39. Click the No toggle.



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40. Overall Risk Levels are low based on responses to Risk Factor questions.



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Notice the Neglect Level, Abuse Level, and Overall Risk Level below are Low and colored Green based on the responses to this Risk Assessment.


41. For this example, click the Yes toggle.



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42. View change in Risk Level based on responses to the Risk Factors.



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Notice the Abuse Level and Overall Risk Level below change to a moderate risk and are Orange based on the responses to this Risk Assessment.


43. For this example, click the Yes toggle.



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44. Neglect Level and Overall Risk Level are Moderate based on responses to the Risk Factors.



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The Neglect Level and Overall Risk Level below change to a moderate risk based on the change.


45. Click the No toggle.



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46. Return to the top of the Risk Factors section.



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Return to the top of the Risk Factors section to review further Actions for this section.


47. Click the Actions link to access the Trails History.



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48. The Trails History link.



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When completing the Risk Assessment, you will be able to open the Trails History in a new window to aid in completing the Risk Factors. The Trails History tab is not shown in this course.


49. Scroll down to view the Risk Level Section.



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Scroll down to view the Risk Level section.


50. The Risk Level section displays.



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Risk Level Section

The Risk Level section displays.

Remember, the initial Risk Level will be grey and the levels will show Pending until all Risk Factor questions are answered.


51. Click the Actions menu.



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The Scoring Details for the Risk Level are available for the Risk Assessment.

To begin, click the Actions menu.


52. Select the Scoring Details Menu item.



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53. Scroll down to view additional Scoring Detail questions.



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The Scoring Details open to view the Risk Assessment questions and answers along with the Abuse and Neglect scores for each question.

Scroll down to view additional questions.


54. Click the X to close the Scoring Details window.



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Total Answered and Unanswered questions are tallied at the bottom of the page.

After reviewing the Scoring Details, you can click the X or the Close button below to close the window.

For this example, click the X to close the window.


55. The Provision of Services section displays.



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The Provision of Service section contains additional questions regarding how the Risk Assessment will be used and whether Services will be provided. There are no default values for the responses.

The Provision of Services section displays.

Provision of Services Section


56. Comments are required if Overall Risk Level is high.



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If the Overall Risk Level is High, comments are required for the 'How Will the Information From the Colorado Family Risk Assessment Inform Next Steps With the Family in the Assessment or Case?'


57. Comments have been added for you.



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For this example, comments have been added for you. The textbox provides a rich text editor and allows up to 4000 characters.


58. Click the Will You be Providing Services? drop-down menu.



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59. Select the Yes - Children Placed into Out-of-Home Care menu item for this example.



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If the Overall Risk Level is High and the answer to the question below is No, an additional text field appears and is required. It will have the title: “The Scored Risk Level is High. Justify the Reason for Not Providing Services.”

For this example, select the Yes - Children Placed into Out-of-Home Care response.


60. Scroll up to the General Information section.



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After completing the Risk Assessment, scroll up to the General Information section to submit the Risk Assessment for Approval and Print it.


61. Click the Actions menu to access the Approval window.



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Submit Risk Assessment for Approval


62. For this example, click the Approval menu item.



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Upon completion of the Risk Assessment, you will be able to submit the assessment for Approval.

For this activity, select the Approval menu item.


63. The Risk Assessment Approval pop-up window opens.



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The Risk Assessment Pop-up window opens.


64. The Risk Assessment Approval History.



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The Risk Assessment Approval History displays sorted by Disposition Date (newest to oldest) including requests, approvals, denials, and overrides.

If there are no Approval History records, or the last Approval History record was denied or overridden, you will be able to request Approval.

If the last Approval History record is Approved or Approval Requested, the Risk Assessment will be locked and Read-Only.

In this example, there are no Approval History records, so you will be able to request approval.


65. The Request Risk Assessment Approval details.



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The Request Risk Assessment Approval portion of the window includes the:

Send To* field is required and lists valid supervisors based on the first few letters entered in the text box.

Submitted By field defaults to the [Signed on User's First Name] [Signed on User's Last Name] on [Current Date] [Current Time].

Comments* field is required and is blank by default.


66. As required, complete/review the following fields: Field DescriptionSend To

Example: Mod

For this example, start typing the supervisor's name in the text box. Type Mod to see the list of supervisors beginning with Mod.



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67. Select Mod Test13 from the list of valid approvers.



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68. Click in the Comments text box.



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Next, click in the Comments field for Request Risk Assessment Approval to add comments.

Remember, to submit a Risk Assessment for approval, information must be entered into the Comments field.


69. Comments Added.



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For this example, the comment has been typed into the field for you.


70. Click the Submit button.



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If all required information has not been entered, an error message will display with the details of the missing information.

For this example, all required information has been entered. Click the Submit button to request approval.


71. Submitted Risk Assessment Approval.



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The Risk Assessment Approval History now displays the new approval request.

The Request Approval panel is now read only.

The Approve/Deny Request panel now displays for the Case Worker Supervisor profile and is enabled.


72. Click the X to close the Risk Assessment Approval window.



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73. Click the Actions menu again to print the Risk Assessment.



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Print Risk Assessment


74. Select the Print menu item.



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For this activity, select the Print menu item.

10.60.72.120:6405/BOE/OpenDocument/170131/OpenDocument/opendoc/openDocument.jsp - Google Chrome

75. A PDF of the Risk Assessment opens in a new tab.



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A PDF of the Risk Assessment opens in a new browser tab to Save to your desktop and/or print.

After Reviewing, saving, and/or printing the Risk Assessment, close the browser tab and return to the Risk Assessment page.


76. Return to the completed Risk Assessment page.

You return to the Risk Assessment page.

TM Case - Manage Risk Assessments...(For new Risk Assessments, it will always be Referral ID.)...

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Transcript of TM Case - Manage Risk Assessments...(For new Risk Assessments, it will always be Referral ID.)...