Outcomes and Assessments System Training
Initially accessing the system
- Accessing the System via Availity Essentials step-by-step guide (PDF)
- Access and Use for Liberty Health step-by-step guide (PDF)
- System Overview demo (10:20)
- Troubleshooting Guide
Once you are in the system:
Search for a member for the first time
Step 1 (required): Adding a Member to a Caseload with the assessment: member Access with No Historical Data (MND) step-by-step guide (PDF)
Step 2 (optional): Consent Process step-by-step guide (PDF)
*Applicable if needing access to historical member data or sharing member information (i.e. CANS assessment) with other providers
Update a user's role in the system:
- Editing User Roles for Providers step-by-step guide (PDF)
- Provider User Roles job aid (PDF)
- Updating the Users for a Member/Individual step-by-step guide (PDF) and demo (2:37)
Working in the system day to day:
- Searching for a Member step-by-step guide (PDF)
- Adding a New Assessment step-by-step guide (PDF) and demo (5:14)
- Updating and Approving Assessments demo (4:18)
- Uploading a Generic Document step-by-step (PDF)
- Adding the Combined BH Assessment step-by-step guide (PDF)
- Adding, Updating, and Reviewing CANS Assessments step-by-step guide (PDF)
- Adding a Person Centered Services Plan/Plan of Care step-by-step guide (PDF)
- Wraparound Process and Expectations for Wraparound Providers step-by-step guide (PDF)
- Generating Reports step-by-step guide (PDF) and demo (5:32)