the AccuCare Manual

Transcription

the AccuCare Manual

Table of Contents
CONTENTS .......................................................................................................... 4
Welcome to AccuCare on the Web .............................................................................. 4
End User License Agreement (EULA).......................................................................... 5
for ................................................................................................................................ 5
AccuCare ..................................................................................................................... 5
Reservation of Rights ................................................................................................................7
Ownership .................................................................................................................................7
Limited Warranty .......................................................................................................................8
Termination..............................................................................................................................11
Miscellaneous ................................................................................................................................11
Introduction ................................................................................................................ 11
Introduction to Accucare..........................................................................................................11
Contact Us...............................................................................................................................13
AccuCare Basics........................................................................................................ 14
Tips for Selecting Menu Items.................................................................................................14
Tips for Moving Around in AccuCare ......................................................................................14
Word Processing Keystrokes ..................................................................................................15
On-screen Help .......................................................................................................................15
To Begin ..................................................................................................................................15
Getting to the Main Menu ........................................................................................................15
AccuCare Menu System ............................................................................................ 16
AccuCare Main Menu System.................................................................................... 16
File...........................................................................................................................................16
Scheduler...........................................................................................................................................16
Scheduling .........................................................................................................................................16
Day View........................................................................................................................................16
Week View .....................................................................................................................................19
Month View ....................................................................................................................................21
Event Properties.............................................................................................................................22
User Schedule Search ...................................................................................................................27
Day Report.....................................................................................................................................27
Week Report ..................................................................................................................................28
Month Report .................................................................................................................................28
Client Intake/Administration (File Menu) ............................................................................................29
Assessments......................................................................................................................................33
Automated Patient Placement System...............................................................................................38
Treatment Plans.................................................................................................................................47
Treatment Service Reviews ...............................................................................................................52
Progress Notes ..................................................................................................................................74
Follow-ups..........................................................................................................................................77
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Discharge Summary...........................................................................................................................78
Data Query.........................................................................................................................................79
Supplemental Questions ....................................................................................................................80
TEDS (TOPPS II Common Core Items) .............................................................................................82
Admission Record. .........................................................................................................................82
Discharge Record. .........................................................................................................................83
Follow-up Record. ..........................................................................................................................83
Return To Main Menu. ...................................................................................................................84
MHSIP Consumer Survey ..................................................................................................................84
Archive Clients ...................................................................................................................................84
Export.................................................................................................................................................87
Export to STARS............................................................................................................................88
Exit .....................................................................................................................................................93
Reports ....................................................................................................................................93
Client Reports ....................................................................................................................................94
Manager Reports ...............................................................................................................................95
Scheduled Follow-ups........................................................................................................................97
Scheduled TSRs ................................................................................................................................98
Forms.................................................................................................................................................98
Scheduler Reports .............................................................................................................................98
Scheduler Reports .............................................................................................................................98
Setup .......................................................................................................................................98
Provider..............................................................................................................................................98
Users................................................................................................................................................100
Manage Permissions........................................................................................................................103
Group Setup.....................................................................................................................................105
Session Types .................................................................................................................................106
Report Heading................................................................................................................................108
Referral Letters ................................................................................................................................108
System Options................................................................................................................................108
OR Setup .........................................................................................................................................109
Client Categories..............................................................................................................................115
Authorization ....................................................................................................................................116
Password Change............................................................................................................................116
Help .......................................................................................................................................117
On-line Manual.................................................................................................................................117
Technical Assistance .......................................................................................................................117
About AccuCare...............................................................................................................................117
Important Tips and FAQs ......................................................................................... 117
Minimum Requirements ........................................................................................................117
Exit via Menu .........................................................................................................................119
Clinical and Technical Support..............................................................................................119
Protecting your AccuCare Data from "Malware" ...................................................................119
Changing Your Report Heading ............................................................................................121
Connecting to Your AccuCare Web Site ...............................................................................122
Creating a Group in AccuCare ..............................................................................................123
Previewing and Printing Narative Reports ............................................................................131
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Saving a Naritive Report to a Word File................................................................................137
Seven Important Things to Remember When Using AccuCare 8.........................................145
Step By Step With AccuCare 8 .............................................................................................148
Glossary................................................................................................................... 156
Acronyms and Definitions......................................................................................................156
Interviewing.............................................................................................................. 157
Interview Process Utilizing AccuCare ...................................................................................157
Appendix I - Using the ASI ....................................................................................... 157
ASI Overview.........................................................................................................................157
Scoring ..................................................................................................................................159
Composite Scores .................................................................................................................160
Interviewing Tips ...................................................................................................................161
Common Questions About the ASI and Their Answers ........................................................164
Getting Ready to Use the ASI ...............................................................................................167
How to Use This Manual .......................................................................................................168
General Information...............................................................................................................169
Section 1: Medical Status......................................................................................................172
Section 2: Employment/Support Status ................................................................................179
Section 3: Drug/Alcohol Use .................................................................................................192
Section 4: Legal Status .........................................................................................................207
Section 5: Family History.......................................................................................................215
Section 6: Family/Social Relationships .................................................................................217
Section 7: Psychiatric Status.................................................................................................228
Section 8: Supplemental Questions - Tribal..........................................................................237
Appendix II - Hollingshead Classifications................................................................ 251
Hollingshead Occupational Scale .........................................................................................251
WEEK VIEW ..................................................................................................... 261
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Contents
Welcome to AccuCare on the Web
I. INTRODUCTION
Introduction to AccuCare
Contact Us
End User License Agreement
II. ACCUCARE BASICS
Tips for Selecting Menu Items
Tips for Moving Around in AccuCare
Word Processing Keystrokes
On-screen Help
To Begin
Getting to the Main Menu
III. ACCUCARE MENU SYSTEM
AccuCare Main Menu
PULL DOWN MENUS
File
Reports
Setup
Help
IV. IMPORTANT TIPS AND FAQS
Minimum Requirements
Exit via Menu
Clinical and Technical Support
Protecting Your AccuCare Data From "Malware"
Changing Your Report Heading
Connecting to Your AccuCare Web Site
Creating a Group in AccuCare
Previewing and Printing Narrative Reports
Saving a Narrative Report to a Word File
Seven Important Things to Remember When Using AccuCare 8
Step By Step With AccuCare 8
V. GLOSSARY
Acronyms and Definitions
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VI. INTERVIEWING
Interview Process Utilizing AccuCare
APPENDIX I: USING THE ASI
ASI Overview
Scoring
Composite Scores
Interviewing Tips
Common Questions About the ASI and Their Answers
Getting Ready to Use the ASI
How to Use This Manual
General Information
Section 1: Medical Status
Section 2: Employment/Support Status
Section 3: Drug/Alcohol Use
Section 4: Legal Status
Section 5: Family History
Section 6: Family/Social Relationships
Section 7: Psychiatric Status
Section 8: Supplemental Questions
APPENDIX II: HOLLINGSHEAD CLASSIFICATIONS
Hollingshead Occupational Scale
End User License Agreement (EULA)
SOFTWARE LICENSE AND SUPPORT AGREEMENT
for
AccuCare
Web Version and Self-hosted SQL Server Version
IMPORTANT--THIS AGREEMENT FORMS A PART OF THE TRANSACTION
SERVICE AGREMEENT AND MUST BE ACCEPTED BEFORE YOU, THE
CUSTOMER, WILL BE PERMITTED ACCESS TO ACCUCARE.
The
Customer ("You") will be defined as, but not limited to, the entity, its
employees, associates, affiliates, agents or representatives that will have
access to the Software Product. This Software License and Support
Agreement (this "Agreement") is an agreement by you, the Customer, in
favor of Orion Healthcare Technology, Inc. ("Orion") regarding your use of
the Orion software product known as AccuCare Web (accessed through
any myAccucare.com web site and hosted by Orion's web server(s)) or
AccuCare SQL Server version (hosted by you, the customer), which
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includes access to and use of computer software and a related database
and may include associated media, printed materials, and "online" or
electronic documentation including questions, images, icons and text
incorporated into and/or accompanying the software (collectively, the
"Software Product").
You have agreed to purchase one or more licenses of the Software Product
at the prices and upon the terms set forth in the Transaction Service
Agreement ("TSA"), Attachment 1-A and any additional Attachments. This
Agreement shall govern your use of the Software Product. In exchange for
your agreement to these terms, Orion agrees to grant you the license as
described below, provide the customer support described below and, if you
have elected this option, to install the Software Product on your system.
BY INSTALLING OR USING THE SOFTWARE PRODUCT, YOU ARE
AGREEING TO BE LEGALLY BOUND BY THE TERMS OF THIS SOFTWARE
LICENSE AND SUPPORT AGREEMENT. IF YOU DO NOT AGREE TO
THESE TERMS, DO NOT ATTEMPT TO ACCESS OR OTHERWISE USE THE
SOFTWARE PRODUCT. INSTEAD, PROMPTLYCONTACT ORION FOR
INSTRUCTIONS.
Orion retains all the intellectual property in the Software Product; you are
acquiring a limited, non-exclusive license to access the Software Product
and the number of computers (or licenses) that you obtain a license for, as
set out more fully below.
The Software Product is protected by copyright laws and international
copyright treaties as well as other intellectual property laws and treaties.
The Software Product is licensed, not sold.
Permitted Use/Grant of License AccuCare Self-hosted SQL Version
Orion hereby grants to you a personal, non-transferable and non-exclusive right
to access the Software Product. This permits you to use one (1) copy of the
Software Product on a single computer server; if you wish to use the Software
Product on additional computers, you must obtain a separate license for each
such computer. The Software Product shall be in "use" on a computer when it is
loaded into temporary memory (i.e., RAM) or installed into permanent memory
(e.g., hard disk, CD-ROM, or other storage device) of that computer. Installation
on a network server for the sole purpose of internal distribution shall not
constitute "use" for which a separate license is required, provided you have a
separate license for each computer to which the Software Product is distributed.
Permitted Use/Grant of License AccuCare Web
Orion hereby grants to you a personal, non-transferable and non-exclusive right
to use the Software Product for the duration of your subscription, as described in
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the Transaction Service Agreement. This "subscription" permits you to log on and
use one (1) copy of the Software Product on a single computer at any single
time; if you wish to use the Software Product on additional computers
concurrently, you must obtain a separate license for each concurrent use. The
Software Product shall be in "use" on a computer when it is accessed via the
Internet with the end user's ID and password and company ID.
Reservation of Rights
All rights not expressly granted are reserved by Orion.
Copyright/Restrictions on Use/No Modification of Code
The Software Product (including the written materials, questions, images, icons
and text incorporated into and/or accompanying the software) is owned by Orion
and is protected by United States copyright laws. The Software Product also
contains trade secrets and other proprietary materials, which are owned by
Orion.
You agree that you will not (1) copy the Software Product or any portion thereof,
including, without limitation, the source code or any single line of code contained
in the Software Product; (2) copy any of the written materials for any purpose; (3)
modify, rent, lease, loan, create derivative works based upon, copy or distribute
the Software Product in whole or in part; (4) export or grant a sub-license of the
Software Product or the license contained herein to any other party unless
authorized by Orion in writing; (5) allow the Software Product to be used by more
than the number of computer workstations for which licenses have been
purchased; and (6) reverse engineer, decompile, or disassemble the Software
Product.
In addition to the agreement above, you expressly agree that you will not copy
or modify any portion of the source code of the Software Product,
including any single line of code for the Software Product. Any such
modification or attempt to modify shall void all warranties of the Software Product
and will cause you to incur additional service fees for the repair and restoration of
the Software Product. Further, you expressly agree that you will not run any
scripts, stored procedures or other code against Software Product without
the prior written authorization from the President of Orion.
Ownership
Orion is the owner of all intellectual property rights in the
Software Product, related written materials, logos and names, and
all other related materials, which accompany the software. No title
to the intellectual property in the above-described software or
materials is transferred to you by this Agreement.
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Limited Warranty
Orion warrants that the Software Product will perform substantially in
accordance with the accompanying written materials for a period of one (1) year
from the date of receipt by you of the Software Product provided that you comply
at all times with all terms of this Agreement (including the restrictions on use and
the non-modification restriction) and further provided that your computer system
meets the minimum system requirements set forth in this Agreement and any
minimum system requirement of any future upgrade of the Software Product
utilized by you.
ORION DISCLAIMS ALL OTHER WARRANTIES, EITHER EXPRESS OR
IMPLIED, INCLUDING, BUT NOT LIMITED TO, IMPLIED WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH
REGARD TO THE SOFTWARE PRODUCT AND THE ACCOMPANYING
WRITTEN MATERIALS. ORION DOES NOT WARRANT THAT THE
SOFTWARE PRODUCT WILL MEET YOUR PARTICULAR REQUIREMENTS
OR THAT ITS OPERATION WILL BE ERROR FREE.
IN NO EVENT SHALL ORION BE LIABLE FOR ANY DAMAGES
WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DIRECT, INDIRECT,
SPECIAL OR CONSEQUENTIAL DAMAGES FOR LOSS OF BUSINESS
PROFITS, BUSINESS INTERRUPTION, LOSS OF BUSINESS INFORMATION,
OR ANY OTHER PECUNIARY LOSS) ARISING OUT OF THE USE OR
INABILITY TO USE THIS SOFTWARE PRODUCT, EVEN IF ORION HAS BEEN
ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. IN ANY CASE,
ORION’S ENTIRE LIABILITY UNDER ANY PROVISION OF THIS AGREEMENT
SHALL BE LIMITED TO THE AMOUNT ACTUALLY PAID BY YOU FOR THE
SOFTWARE PRODUCT. THE LIMITATIONS AND EXCLUSIONS STATED
HEREIN SHALL SURVIVE A BREACH OF THIS AGREEMENT.
Orion is not responsible for any problems that may occur as a result of any
incompatibility between the Software Product and any other software or
hardware.
Some states/jurisdictions do not allow the exclusion of implied warranties, nor the
exclusion or limitation of liability for consequential or incidental damages.
THEREFORE, THE ABOVE EXCLUSIONS AND LIMITATIONS MAY NOT
APPLY TO YOU. IN THAT EVENT, ANY IMPLIED WARRANTIES ARE
LIMITED IN DURATION TO THIRTY (30) DAYS FROM THE DATE OF
DELIVERY OF THE SOFTWARE PRODUCT.
Minimum and Recommended System Requirements for AccuCare Selfhosted SQL Version
Minimum System Requirements : The Software Product has been designed to run
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only on a system with the following minimum requirements and by installing the
Software Product you agree to have the following in place at all times:
Operating System : Windows 2000 Server
Database : Microsoft SQL Server 7 with Service Pack 4 (installed on a drive other
than the drive containing the operating system
Web Server : Internet Information Services (IIS) 5
1GB RAM
4 GB free disk space prior to installation
At least 1 SQL server client access license (CAL) for use with the AccuCare
system
Enterprise Manager installed on the same machine as the web server
Recommended System Configuration : The Software Product’s performance will
be maximized on a system using the following:
Operating System : Windows Server 2003
Database : Microsoft SQL Server 2000 with Service Pack 3
Web Server : Internet Information Services (IIS) 6
Minimum System Requirements for AccuCare Web
Minimum System Requirements : The Software Product has been designed to run
on a system (computer workstation) with the following minimum requirements
and by using the Software Product you agree to have the following in place at all
times:
Operating System : Windows 98 or higher
Workstation Software : Internet Explorer version 5.5 or higher
Internet Connection : Broadband Internet connection such as DSL, Satellite or
Cable
Minimum System
Upgrades/Updates
Requirements
for
Future
Software
Product
In addition, you agree that with respect to any upgrades/updates you purchase
(or are granted at no charge) in the future for the Software Product, you will
upgrade your computer server, desktops and other systems to meet any new or
additional Minimum System Requirements for such upgrade.
Customer Support for AccuCare Self-hosted SQL Version
You agree to pay a customer support fee (set forth in the TSA). The customer
support fee is subject to an increase with accordance to the TSA. At your option,
the customer support fee can be paid monthly by credit card or ACH (automated
clearing house) transaction. Please contact Orion to provide the necessary
information and authorization.
Your customer support payment entitles you to basic customer support of the
Software Product, limited to eight hours per calendar month, by accessing
Orion’s help desk via phone or e-mail, from 8:00 a.m. to 5:00 p.m. CST, Monday
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through Friday. Any time spent above and beyond the eight hours of support per
calendar month will be billed to you at the rate of $125 per hour. Orion has no
liability for solving Software Product issues resulting from your
illegal/unauthorized modification of the Software Product, its code or any setting
required for the proper functioning of the Software Product, or the
illegal/unauthorized running of any scripts, stored procedures or other code
against Software Product. In the event Orion is unable to find a solution to a
technical problem in the Software Product via telephone, email or other remote
means, Orion may send an Orion representative to your offices to further
diagnose and solve the problem. Regardless of the cause or fault of the event or
issue, you shall reimburse Orion for all time and expenses relating to the on-site
visit at Orion’s then-current hourly rate. You acknowledge that the Software
Product contains millions of lines of code and an illegal/unauthorized modification
in one line of code can require line-by-line review of the code by Orion in order to
solve any technical issues resulting from such change.
In addition, you understand that by self-hosting the AccuCare browser based
system, there will be no support on AccuCare software version 5.5e or earlier for
the upgraded location. All previous versions must be archived or uninstalled.
Customer Support for AccuCare Web
Orion shall provide active software support services, limited to 4 hours per
calendar month, by accessing Orion’s help desk via phone or e-mail, from 8:00
a.m. to 5:00 p.m. CST, Monday through Friday. Any time spent above and
beyond the four hours of support per calendar month will be billed to you at the
rate of $125 per hour. However, included in your AccuCare Web support services
may include, but not limited to, online training services, online discussion user
groups, 24-hour technical support via the Internet at no charge. Orion will also
apply periodic updates/upgrades to the Software Product at no charge to
customers who have current subscriptions. Orion will allow the customer to
transfer the use of licenses of their AccuCare subscription one time per
subscription year. Any transfers beyond the allowance will be billed to you at the
current fee.
Data Retrieval for AccuCare Web
Orion Healthcare Technology securely stores all customer data on web
servers, which are backed up to digital tapes every night. Tapes are
transferred off-site weekly for storage in a secure, environmentally
controlled data archive facility for up to 1 year, and stored on Orion's web
server(s) for up to 14 days. Only an authorized release of information will
allow access to these backups (hourly fees may apply). In the event your
organization requests Orion to perform data backup procedures (and
archiving) beyond the 30 days (in accordance with HIPAA) you will be
charged a fee at Orion's current market rate for that service. Orion is not
liable for any negligence from the customer regarding their responsibility to
comply with HIPAA regulations.
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Termination
Orion may terminate this license without notice if you fail at any time to comply
with any of the terms of this Agreement. Such termination by Orion shall be in
addition to any and all other legal remedies that may be available to Orion.
Miscellaneous
This is the entire agreement between you and Orion concerning your license to
use the Software Product and related materials. This Agreement supersedes all
prior agreements, whether oral or written, regarding this subject matter. Except
with respect to Minimum System Requirements necessitated by upgrades of the
Software Product and an annual increase in the customer support fee (or
increases in subscription fees), no amendment to or modification of this
Agreement shall be binding unless in writing and signed by duly authorized
representative of Orion. This Agreement shall be governed by the laws of the
State of Nebraska.
Should you have any questions concerning this Agreement, or if you desire to
contact Orion for any reason, please contact at the following address: Orion
Healthcare Technology, Inc., 1016 Leavenworth, Omaha, NE 68102 (402) 3418880 or at info orionhealthcare.
Introduction
Introduction to Accucare
Note: This online manual is meant to be a guide for the AccuCare system.
Access to the AccuCare system features is dependent on modules purchased.
Orion Healthcare Technology, Inc. developed the AccuCare System in response
to a need for for a complete behavioral health system designed to meet the dayto-day needs of clinicians, directors, managers and administrators. AccuCare
serves a wide variety of populations including: adult, adolescent, Native
American, crimial justice and dual diagnosis. It has been used in correctional
settings, federal and state governments, public and private sectors, as well as
universities to save time and money while maintaining a high level of accuracy.
The program has also been found to be cost effective in providing outcome
studies.
Introducing AccuCare
With AccuCare you will enjoy the benefits of automating all of these regular
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tasks: assessments, treatment planning, placement guidance, progress notes,
discharge summaries, referral contact, outcome research, information tracking
and reporting, appointment scheduling and electronic data transferring. It’s a
unique opportunity to produce an outcome study efficiently and affordably — and
fulfill the requirements of the JCAHO ORYX initiative. You will reduce paper work
and the time your staff spends performing these necessary daily tasks, freeing up
more time to spend with patients.
AccuCare creates individual records for each client, allowing users to schedule
appointments, perform assessments and treatment plans, analyze and update
information, access data for research -- and much, much more -- using simple
mouse clicks. Illustrated screens help guide your billing and clinical process, step
by step. These applications work together smoothly, ensuring your practice is
running effectively and efficiently.
Initial Contact
It starts with the initial contact with the client. The receptionist enters basic client
information and assists with billing information, while searching for openings in
clinical schedules. This provides the clinical and billing staff with preliminary
information for the intake process.
Claims Processing
Client Intake
Initial billing information is stored including A standardized assessment and
insurance carrier, deductibles and coplacement process is performed, providing
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pays. The flexible automated billing
features simplify submission of claims,
which reduces rejections and the need for
resubmission.
justification of treatment to managed care.
Information gathered during this process
can be used for many reporting
capabilities.
Client Treatment
AccuCare fully integrates the assessment and clinical pathways process. Careful
documentation of the process is provided to meet placement criteria. The
clinician has complete control by customizing and updating statements for
individual treatment plans.
Discharge from Treatment
This standardized -- yet flexible process -- lets users view goals attempted and
met from treatment plans. AccuCare automatically generates standard and
custom reports for behavioral health requirements.
Follow-up
AccuCare randomly selects clients for follow-up study, from which researchers
can create numeric or graphic reports. Data is easily transferred to Excel®,
SPSS and other statistical packages.
Database Management
Users can quickly check the status of clients while updating and analyzing
information. Data sets can be electronically transferred to satellite offices or to an
alternate database. Virtually all data collected is accessible for reporting
purposes.
-------------------------------------------------------------------------------*Orion Healthcare Technology provides complete behavioral healthcare
technology solutions including software and IT development, accounts receivable
management, consulting and training. For more information on any of these
products and services, call 1-800-324-7966.
Contact Us
The answers to most technical questions can be found in these help documents.
Please use the search functionality to find information related to your technical
issues.
If answers to your questions cannot be found, technical support is available by email or telephone.
You can contact technical support at [email protected], call 1-402-3418880, or call 1-800-324-7966 between 8 a.m. and 5:00 p.m. CST
To get information on the latest products available plus helpful program hints on
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AccuCare, go to www.myaccucare.com
(Note: Loading speeds may vary depending on workstation and Internet
connection)
For questions relating to sales, contact [email protected] or call 1-402341-8880 between 8 a.m. and 5:00 p.m. CST
AccuCare Basics
Tips for Selecting Menu Items
AccuCare software contains several AccuCare menu screens (after you log in
with a proper user ID and password) where you will see a list of options that you
can access. You can make your selections in several ways, depending solely on
your personal preference.
Use your mouse. A popular option, the mouse provides you with the ability to
simply point to your menu selection and click.
Use pull down menus. Some areas within the program allow you to use a pull
down menu for moving from screen to screen.
Use the keyboard. Many users find the combination of the TAB key and ENTER
key very useful in moving from field to field in the program.
Tips for Moving Around in AccuCare
Your first few assessments will be easier if you remember several important
guidelines about moving around in the AccuCare screens:
The shaded areas - - or respondent fields - - are of preset lengths according to
the maximum number of characters they will accommodate. If the answer you
input fills all of the spaces in the field, the cursor will automatically move to the
next field. There are many single space fields throughout the program where this
will happen. If, however, the answer you input does not fill all the spaces in a
field, you will need to press the TAB key to move to the next area.
If you forget and press TAB after a single-space field and move past the next
question, you can move back by pressing Shift + Tab.
You will notice on top of the assessment screens that there are tabs labeled with
different life areas or categories of the assessment. You may move around the
different life areas by clicking on any of the tabs. This allows faster navigation
throughout the assessment, particularly when you are modifying an answer or
searching for a particular question. You may also use the drop down menu
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located at the top and bottom sections of the assessment screens. Whatever
section you are in, the corresponding tab will be highlighted.
Moving around the rest of the program
Use the buttons on screen to navigate around the program and to exit. DO NOT
use the Forward, Back and other buttons that are commonly used with Internet
Explorer.
Word Processing Keystrokes
The Comments fields within the AccuCare evaluation, Progress Notes and
Change Referral Letters prompt you to enter your own narrative. Standard
Windows word processing keystrokes will work in these areas, which will provide
you with some editing shortcuts. These include dragging the mouse to highlight
areas of text and use of the SHIFT-ARROW KEY combination to select type. You
may consult your Windows manual for a complete list of these keystrokes; look
for them in the Write section.
On-screen Help
AccuCare comes with an on-screen help feature that you can access at any time
you are using the program. Simply hit the F1 function key and a help file will
provide you with information regarding the clinical or functional use of the
AccuCare program.
To Begin
To begin using AccuCare, follow these steps:
1. Turn on your computer and start Windows®.
2. Double click your mouse on the AccuCare icon on your desktop.
Getting to the Main Menu
1. Type your assigned or self-designated name to sign on in the "User ID"
field and then press ENTER.
2. Next, type your assigned or self-designated password name after
"Password" and press TAB then ENTER or just click on GO.
If your system is setup as a Provider Network:
1. From the Select Provider drop-down menu, click on the appropriate
provider.
2. Type your assigned or self-designated name to sign on in the "User ID"
field and then press ENTER.
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3. Next, type your assigned or self-designated password name after
"Password" and press TAB then ENTER or just click on GO.
Forgot Your Password?
AccuCare stores passwords in encrypted form in the database. If you have
forgotten your password, please contact your System Administrator. The System
Administrator will not be able to retrieve your old password but can create a new
password. You can log back into AccuCare with your existing UserID and a new
password.
AccuCare Menu System
AccuCare Main Menu System
The main menu of AccuCare presents you with several menus across the top of
the screen and more selections down the right hand side of the screen. The
selections are listed below:
Assessments
Patient Placement
Follow-ups
Client Reports
Progress Notes
Treatment Plans
PULL DOWN MENUS
File
Reports
Setup
Help
File
Scheduler
Scheduling
Type topic text here.
Day View
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Overview
In this view, a user can view events for a single day. If the logged-in user
chooses the Day View from the Main Menu, it will display his schedule for the
current day.
If the user has navigated to the Day View from another view, it will carry over the
selected user and day from the previous view.
Features
Events can be viewed for the selected user and for the selected day.
Users can navigate to the previous day by clicking the Previous
Day
button and to the next day by clicking the Next Day
button.
Clicking on the Today button will display events for the current day for the
selected user.
The Refresh
button will refresh the events for the selected user
and for the selected day.
The time indicators are to the left and displayed for every hour.
The default time range displayed on the screen is between 7:30 AM and
5:30 PM for the selected day.
Events are displayed on the Event Layout area with the beginning of the
event positioned at the location on the Event Layout area representing the
event's start time, and the end of the event positioned at the location on
the Event Layout area representing the event's end time.
An event on the screen cannot take up any less than a 30 minute time
block on the Event Layout area, although an event may have a shorter
duration. The event as displayed on the Event Layout area will show only
as much of the following information as room in the event allows in this
order: Start Time, Event Name, Client(s) associated with the event, and
the Session Type associated with the event.
Each event has a tab that will have the same color as the event and will
have letter S, W, D or M on it. This represents the event type.
S – Single Event
W – Weekly Event
D – Daily Event
M – Monthly Event
Moving/Changing an Event
Events can be moved to different times or have their durations adjusted simply
by clicking and dragging on the event in the Event Layout area. Moving an event
adjusts its times, while resizing an event changes it duration.
Note that not all events can be moved or dragged. Please refer to the Rules for
moving and dragging events.
Start Time Handle – Hovering the mouse cursor over the Start Time
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Handle of an event will change the mouse cursor to a vertical doubleheaded arrow, indicating that the event can be resized. When the mouse
cursor is moved from the Start Time Handle, the cursor returns to normal.
When the user clicks on the Start Time Handle, the top of the event
element is moved to the position where the user releases the mouse
button. The user can not move the start time lower than the event's end
time.
End Time Handle – Hovering the mouse cursor over the End Time Handle
of an event will change the pointer to a vertical double-headed arrow,
indicating that the event can be resized. When the mouse cursor is moved
from the End Time Handle, the cursor returns to normal. When the user
clicks on the End Time Handle, the bottom of the event element is moved
to the position where the user releases the mouse button. The user can
not move the end time higher than the event's start time.
Event Tab – this is a small rectangle positioned on the top right corner of
an event, sharing the color of the associated event. When multiple events
overlap the same time range, clicking on this tab will bring the associated
event to the top of the stack.
Rules
If the logged-on user does not have permission to view all users’ schedules, then
they cannot move or drag multi-user events.
Events cannot be moved to the previous day or the next day. Please use Event
Properties to edit this type of information.
Action Menu
Clicking on the button in the upper right-hand corner of an event
will open
the Action Menu. This menu can contain up to three options: Edit, Delete and
Export.
Clicking on Edit will bring up the Event Properties dialog, where
advanced edits to an event can be made. (Please refer to the Event
Properties User Document for more information.)
Clicking on Delete will delete the event. (Note that a non-admin user
cannot delete the event if it is a multi-user event.)
Clicking on Export will export the event to a file in iCalendar format. Once
you have saved the file to your hard disk, you can add it to your local
calendar (such as Microsoft Outlook) by using your program’s import
functionality.
Printable Report
Clicking on the Printable Report button will open a printable PDF report for the
selected user and day. This report can be printed as needed, and can also be
saved to the local hard drive by clicking the save icon on the report page.
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Week View
Overview
In this view, the user can view events for an entire week. If the logged-in user
chooses the Week View from the Main Menu, it will display his schedule for the
current week.
If the user has navigated to the Week View from another view, it will carry over
the selected user and week from the previous view.
Features
Events can be viewed for the selected user and for the selected week.
Users can navigate to the previous week by clicking the Previous Week
button and to the next week by clicking the Next Week
button.
Clicking on the This Week button will display events for the current week
for the selected user.
The Refresh
and for the selected week.
Clicking on the Day of the Week header link at the top of each column
will take you to the Day View for that day.
The time indicators are to the left and displayed for every hour.
The default time range displayed on the screen is between 7:30 AM and
5:30 PM for the selected week.
Events are displayed on the Event Layout area with the beginning of the
event positioned at the location on the Event Layout area representing the
event's start time, and the end of the event positioned at the location on
the Event Layout area representing the event's end time.
An event on the screen cannot take up any less than a 30 minute time
block on the Event Layout area, although an event may have a shorter
duration. The event as displayed on the Event Layout area will show only
as much of the following information as room in the event allows in this
order: Start Time, Event Name, Client(s) associated with the event, and
the Session Type associated with the event
Each event has a tab that will have the same color as the event and will
have letter S, W, D or M on it. This represents the event type.
S – Single Event
W – Weekly Event
D – Daily Event
M – Monthly Event
Moving an Event
Events can be moved to different times or have their durations adjusted simply
by clicking and dragging on the event in the Event Layout area. Moving an event
adjusts its times, while resizing an event changes it duration.
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Note that not all events can be moved or dragged. Please refer to the Rules for
moving and dragging events.
Start Time Handle – Hovering the mouse cursor over the Start Time
Handle of an event will change the mouse cursor to a vertical doubleheaded arrow, indicating that the event can be resized. When the mouse
cursor is moved from the Start Time Handle, the cursor returns to normal.
When the user clicks on the Start Time Handle, the top of the event
element is moved to the position where the user releases the mouse
button. The user can not move the start time lower than the event's end
time.
End Time Handle – Hovering the mouse cursor over the End Time Handle
of an event will change the pointer to a vertical double-headed arrow,
indicating that the event can be resized. When the mouse cursor is moved
from the End Time Handle, the cursor returns to normal. When the user
clicks on the End Time Handle, the bottom of the event element is moved
to the position where the user releases the mouse button. The user can
not move the end time higher than the event's start time.
Event Tab – this is a small rectangle positioned on the top right corner of
an event, sharing the color of the associated event. When multiple events
overlap the same time range, clicking on this tab will bring the associated
event to the top of the stack.
Rules
If the logged on user does not have permission to view all users’ schedules, then
they cannot move or drag multi-user events.
Events cannot be moved to the previous week or the next week. Please use
Event Properties to edit this type of information.
Action Menu
Clicking on the button in the upper right-hand corner of an event
will open
the Action Menu. This menu can contain up to three options: Edit, Delete and
Export.
Clicking on Edit will bring up the Event Properties dialog, where advanced
edits to an event can be made. (Please refer to the Event Properties User
Document for more information.)
Clicking on Delete will delete the event. (Note that a non-admin user
cannot delete the event if it is a multi-user event.)
Clicking on Export will export the event to a file in iCalendar format. Once
you have saved the file to your hard disk, you can add it to your local
calendar (such as Microsoft Outlook) by using your program’s import
functionality.
Printable Report
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Month View
Overview
Users can use the Month View to quickly scan schedules for the selected user
and selected month. If the user does not have permission to view other users’
schedules, he will see only his own name in the Selected User list box.
If the logged-in user chooses the Month View from the Main Menu, it will display
his schedule for the current month.
If the user has navigated to the Month View from another view, it will carry over
the selected user and month from the previous view.
Features
Events can be viewed for the selected user and for the selected month.
Users can navigate to the previous month by clicking the Previous
Month
button and to the next month by clicking the Next
button.
Month
Clicking on the This Month button will display events for the current month
The Refresh
and for the selected month.
Each day cell in the Month View can display up to five events. If more
events exist for that day, the last event will be replaced with “more...”
indicating that more events exist than can be shown.
The Start Time and Event Name are displayed for each event.
Clicking the Week Tab at the left side of any week will take you to the
Week View for the selected user and week.
Clicking the Week View tab at the top of the calendar will take you to the
Week View and will display events for the first week of the selected month
Clicking on a Day Cell will take you to the Day View for the selected day
and user.
Clicking on the Day View tab at the top of the calendar will take you to the
Day View and will display events for the first day of the month for the
selected user.
Printable Report
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Event Properties
General Tab
This tab contains the basic information about the event. The following fields are
present:
Event Name – Required
Start Time – Required
End Time – Required
Event Date – Required
Event Color - Required. The default color for the event is set to Black.
Event Date – Required. It is pre-populated from Week View/Day View.
Session Type – The drop down provides session types defined in Progress
Notes.
Recurrence Tab
Recurrence Types
1. Does Not Recur - The event is a single event and does not recur.
2. Daily Event
Every Day – If the event occurs every day, this radio box must be
checked. This is checked by default.
Every X Days – A number must be entered in this field to describe the
event recurrence.
3. Weekly Event
Event Recurs on (Days) – By default, the day of the week for the
Event Date is checked and is read-only. Additional days can be
selected.
Event Recurs:
Every Week: If the event occurs every week, this radio box must
be checked. This is checked by default
Every X Weeks – A number must be entered in this field to
describe the event recurrence.
4. Monthly Event
Recur By Date – By Default, this radio button is checked. If this is
selected, the event occurs every month based on the Event Date.
Recur by position from the end of the month – If this is selected, the
event occurs every month by one of two position types from the end of
the month:
X days before the end of the month – This is calculated based on
the event date, taking the last day of the month into account. For
example, an event on July 31 would be listed as 0 days before the
end of the month, since July 31 is the end of the month.
Every Nth X Day of the month – This is calculated based on the
event date and day of the week. For example, if the Event Date
falls on a last Wednesday of the month, this will say “Every 1st
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WE of the month.”
Recur by position from the beginning of the month – If this is selected,
the event occurs every month by position:
Every Nth X day from the start of the month – This is calculated
based on the event date and day of week. For example, if the
Event Date is on the 2nd Thursday of the month, this will say
“Every 2nd TH in the month.”
Recurrence End Date
Events are required to have Recurrence End Date, after which point the
event no longer occurs. This is required for all recurrence types. If the event
does not recur, the field is disabled and is not required.
Attendees (Clients)
Clients can be searched by Client (Last Name, SSN, Client Ref. ID or by Group)
OR by Group.
Search by Client – Clients can be searched by Last Name, SSN or Client Ref. ID.
The search results will be displayed in the list box to the right. Selected Clients
from Search Results list box can be added to the Attendee List.
Search by Group – Selecting a Group will display all the clients in that group.
Clients from search results box can be added to Attendee List.
Show/No Show – By default “Show” checkbox is checked. Clients who don’t
show up for the appointment can be recorded here. This is for the event date.
Note: For recurring event, note that recording “No Show” will only record for the
selected date (event date).
Attendees (Users)
User who has permission to view all Users’ Schedule can view all Users. Users
can be added to attendees list. If the User has no permission to view all Users’
Schedule they can just their name in the attendee list.
Create New Event - Type: Single
Steps:
1. Click “New Event” button from Week View/Day View
2. General - Fill in all the required fields (Event Name, Event Date, Event
Start Time, Event End Time)
3. Recurrence – Leave the default values (Does not Recur)
4. If clients are associated with the event you are creating, search and add
Clients otherwise, skip the tab
5. If you need to add multiple Users to the event you are creating, select
and move the users to Attendees list box.
Note: You need to have permission to view all Users’ Schedule to see all
users in the database. If you do have permission to view all Users’
Schedule, you can create events only for yourself and permitted clients.
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6. Click “Save” to save the event.
7. Result: The event should appear on all the view for that date and time.
Create New Event – Type: Daily
Steps:
3. Recurrence – Select Daily from the drop down, and select the recurrence
type (every day or every x days. See Recurrence tab for more details)and
fill in the recurrence end date
7. Result: The entire event series should appear on all the views for that
date range and time.
Create New Event – Type: Weekly
Steps:
3. Recurrence – Select Weekly from the drop down, and select the
recurrence type (week day and every x weeks. See Recurrence tab for
more details) and fill in the recurrence end date
Create New Event – Type: Monthly
Steps:
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3. Recurrence – Select Monthly from the drop down, and select the
recurrence type (See Recurrence tab for more details) and fill in the
recurrence end date
Updating an Event – Type: Single
Important:
If the single event that you want to edit has multiple User Attendees and if the
logged in User does not have permission to view all Users’ Schedule, this event
cannot be modified. The Non-Admin User can only add “No Show” for the
Attendees (Clients)
1. Click a single event that you want to edit from week view/ day view.
2. General - Modify the required fields
3. Recurrence – If Recurrence Type is changed from Single to any other
recurrence type, the single event you are modifying will be deleted and a new
event with the selected recurrence type will be created.
Note: If the single event that you want to edit is a single spawn (part of a
recurring series), recurrence properties cannot be changed.
4. Attendees (Clients) – Clients can be added or deleted from the event while
updating an event.
Note: If the single event that you want to edit is a single spawn (part of a
recurring series), Attendees (Clients) cannot be changed.
5. Attendees (Users) – Users can be added or deleted from the event while
updating an event
Note:
If the single event that you want to edit is a single spawn (part of a recurring
series), Attendees (Users) cannot be changed.
You need to have permission to view all Users’ Schedule to see all users in the
database. If you do have permission to view all Users’ Schedule, you can create
events only for yourself and permitted clients.
7. Result: The event must be saved and displayed in the view on the correct
date, time and attendees information
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Updating a Recurring Event – Type: Daily, Weekly, Monthly (Root)
Important:
If the recurring event that you want to edit has multiple User Attendees and if the
Attendees (Clients)
1. Click a recurring (root) event that you want to edit from week view/ day view.
2. General - Modify the required fields.
o Changing the event date would delete the existing event including
attendees, clients, no-shows, exceptions and single spawns and re-create
the entire series.
3. Recurrence – If Recurrence Type is changed from another recurrence type,
the event you are modifying will be deleted including attendees, clients, noshows, exceptions and single spawns and a new event with the selected
recurrence type will be created.
o If Recurrence Type, event date or recurrence end date remains the same,
the event will be updated. The user will have 2 choices.
Update the entire series or the existing instance
Updating the entire series will effect the entire series of the event
Just updating the existing instance would create and exception for that
day of the event and the remaining events in the series are not
effected.
4. Attendees (Clients) – Clients can be added or deleted from the event while
updating an event. This will effect the entire series
5. Attendees (Users) – Users can be added or deleted from the event while
updating an event. This will effect the entire series
o You need to have permission to view all Users’ Schedule to see all users
in the database. If you do have permission to view all Users’ Schedule, you
can create events only for yourself and permitted clients.
Updating a Recurring Event – Type: Daily, Weekly, Monthly (Instance)
Important:
If the recurring event that you want to edit has multiple User Attendees and if the
Attendees (Clients)
1. Click a recurring (instance) event that you want to edit from week view/ day
view.
2. General - Modify the required fields.
a. Changing anything on the general tab would create an exception for all the
Attendees (Users) for that date. It will also create a new single event that with the
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changes made to the instance and is still associated to the recurring series. This
type of single event is called Single Spawn.
3. Recurrence – Cannot be modified
4. Attendees (Clients) – Cannot be modified
5. Attendees (User) – Cannot be modified
User Schedule Search
Overview
This module will let users search schedules for the selected user(s), by
specifying the date range and time range. If the user only has permission to see
him or herself, then they will only be able to search their own schedule. If the
user has permission to view all users, then they will be able to search for other
users’ schedules if desired.
Features
The user(s) are displayed in “Select Users” list box. Double clicking or
selecting the user and clicking on the “>>” button, will move the user(s) to
the “Working List” list box. Double clicking or selecting the user and
clicking “<<” button will move user(s) back to “Select Users” list box.
It is required to enter Start Date and End Date. By default, it displays the
current date.
It is required to select the time range. It defaults from 8.00 AM to 5.00 PM
Clicking on “Search” button will search the schedules for selected user(s),
for the given date range and time range.
The search results will display the Date, User and the Event Details for
that day. If there are no events, it will display “No Events”
Clicking on “New Event” will open Event Properties to create a new event
Clicking on “Exit” will take you back to the main menu
Day Report
Overview
This module will let users create day reports for the selected user(s) and selected
date.
Users will always be able to create reports of their own schedule. If they also
have permission to view all users’ schedules, they will be able to create reports
of other users’ schedules as desired.
Features
Users are chosen for the report by adding them to the Selected Users list
box. This can be done by choosing them in the Available Users list box
and either double-clicking on the name or clicking the Move Right “>>”
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button.
Pick a date to report and click the Create Report button.
A PDF report will open for the selected user(s) and date.
The report can be printed by clicking the print button on the report page.
The report can be saved to the local hard drive by clicking the save button
on the report page.
Clicking the Close Report button on the report page will close the report
window.
The Exit button on the Day Report page will take you back to the Main
Menu.
Week Report
Overview
This module will let users create week reports for the selected user(s) and
selected week.
Users will always be able to create reports of their own schedule. If they also
have permission to view all users’ schedules, they will be able to create reports
of other users’ schedules as desired.
Features
button.
Pick a week to report and click the Create Report button.
A PDF report will open for the selected user(s) and week.
on the report page.
window.
Menu.
Month Report
Overview
This module will let users create month reports for the selected user(s) and
selected month. Users will always be able to create reports of their own
schedule. If they also have permission to view all users’ schedules, they will be
able to create reports of other users’ schedules as desired.
Features
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button.
Pick a month to report and click the Create Report button.
A PDF report will open for the selected user(s) and month.
on the report page.
window.
Menu.
Client Intake/Administration (File
Menu)
Client Info allows you to view, change or delete client information.
Client Selection
When selecting a client, you can either search for a client or display a list of all
clients in AccuCare. You can search by Last Name, SSN, or Client Reference ID.
To search, enter a search term in the "Begins with or matches" text box and click
the Search button. The results list will fill with all clients matching your search
criteria.
By selecting a client from the list with your mouse, the client’s information will be
loaded into the tab panels on the lower portion of the page.
New Client
Click on the New Client button to add a new client to AccuCare. Client data is
separated into distinct areas: Demographics, Contact Information, Case
Management, and Comments. The Billing tabs are reserved for use in future
versions of AccuCare.
Demographics
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First Name, Last Name, and Gender are required. Marital Status, Work Status,
Religion/Religion other, Race, and Ethnic Group will prefill into new
assessments.
Archived clients are marked “Archived” and cannot be modified. In order to
modify the client info, Administrator needs to re-activate the client.
Contact Information
The Contact Info tab allows you to enter a primary address for the client, as well
as an email address and up to three phone numbers. Information for an
emergency contact can also be entered.
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Phone numbers can be chosen as Home, Work, or Mobile.
Case Management
On the Case Management tab, you can assign the client to a provider and user.
To assign a provider, simply click on a provider in the left-hand list. The righthand list of users will update with the users in the chosen provider. You can then
choose a user to assign the client to.
On this tab, you can also assign clients up to 5 different categories. Clients
cannot be assigned to same category more than once.
Schedule
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The Schedule Tab will let the User generate a list of upcoming appointments for
the selected client for the given date range (Start Date and End Date).
Comments
The Comments tab acts as a "notepad", allowing you to record general
information about the client. Up to 4000 characters can be entered here.
Edit
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Once a client has been selected, it is possible to change any of the fields. After
changing the information, the new data can be saved by clicking on Save or you
can cancel to disregard the changes.
Delete
The Delete button allows you to permanently remove a client from the database.
You will be asked to verify this command prior to deleting. Clients who are part of
an active followup study cannot be deleted until the followup study ends.
Save
The Save button will only be available while client information is being entered or
changed. When Save is selected, the current client's information will be saved,
and the client information will return to a viewing mode only.
Cancel
The Cancel button is only available while a client is being entered or client
information is being changed. This causes any changes that have been made to
the currently selected client to be ignored and the information will be reverted to
the previous values.
Print
The Print Options Window allows user to select or unselect the checkbox to
preview or print all the reports or part of the reports for one or all clients.
Exit
You can exit from Client Intake/Administration to one of three areas: the
AccuCare Main Menu, the Assessment Module, and the Treatment Plan module.
To exit, simply choose the area to which you would like to go and click the Exit
button.
Assessments
The AccuCare software system's assessment programs are based on the
Addiction Severity Index (ASI) originally created through NIDA funding in 1980.
The ASI was developed by Dr. Thomas McLellan at the University of
Pennsylvania for use with the Philadelphia Veterans Administration system. It
has since become a primary tool for assessing chemical dependency and is used
extensively as a research instrument.
Although the AccuCare assessments incorporate the ASI in full, the software
program is an enhancement of the ASI, allowing for more information to be
33
gathered. An assessment generated by AccuCare will pass most state licensure
requirements. The ASI composite scores are automatically calculated by the
computer and print out as the Composite Score Profile in AccuCare.
The Assessment module of the software is where the chemical dependency
assessments are performed. Flexible, yet easy to use, AccuCare requires a
minimum of steps to produce a professional thorough assessment. The software
presents a variety of menu choices, which allow you to:
Ask a subject a battery of questions and record his or her responses in the
software program.
Edit those response later in the event you made a mistake or
typographical error in the collection of the data.
Print professional looking copies of the evaluation report using the header
you design in the "Setup" module.
Print accompanying letters and forms automatically.
Print the assessment to a text file for editing in your favorite word
processing environment.
Set Up for Assessments
Select Questionnaire Type. Because the AccuCare system is capable of
handling multiple assessment types, you must first select the type of assessment
you want to perform. You may do this by highlighting the questionnaire type in
the lower right corner of the Open Assessment screen. (Grayed-out
questionnaire types mean that you have either not included these modules as a
part of your purchase, or they have not yet been authorized.)
You may choose to set the default questionnaire type by returning to the Main
Menu and clicking on the Set-up pull down menu. From there, click System
Options and then Default Assessment Type. You may then set the default by
clicking on the Change Value button.
Selecting Data Entry Mode. You have the option of selecting the data entry
mode for which the information in your assessment is stored and displayed. To
change this, return to the Main Menu and click on the Set-up pull down menu and
select System Options. In the Data Entry Mode box, you can enter Y or N to
select how data will be entered in the rest of the program. If Data Entry Mode is
enabled, Y will be represented as a 1, and N as a 0.
Assess a New Client
To add a new client to the system, select "Client Intake and Administration" from
the File menu on the main menu page. On the Client Intake screen, select "New
Client" and enter the information for the client. The "First Name", "Last Name",
34
and "Gender" fields are required for every client and the "Social Security #" and
"Client Reference ID" must be unique. When all information has been entered for
the client, select "Save". After entering a new client, the client will be selected
and you can continue to the Assessment page by selecting "Exit to
Assessments" next to the "Exit" button, then selecting "Exit". You can also enter
the Client Intake page from the Open Assessment screen. If you enter from the
Open Assessment screen, then by default "Exit to Assessments" will be selected.
After creating a client and now entering the Open Assessment screen, the client
you just created is selected by default. Select the assessment type you would
like to use for this client then select "New Assessment".
For more information on using the Client Intake and Administration, please see
the Client Intake and Administration section of this help document.
Note: Using the number pad is an easy way to enter this information, but make
sure the Num Lock is turned on before doing so.
You will now be presented with the General Information section of the evaluation.
Throughout the interview process you will be prompted to ask questions from
different categories representing a variety of life areas. Each life area of the
evaluation is identified by a labeled tab. You can go to any section of the
evaluation by simply clicking on one of the tabs, or selecting from the pick list.
Begin asking the interviewee the assessment questions and enter the answers in
the appropriate fields. See the "Tips for Moving Around" section earlier in this
manual for some very helpful hints.
See "Appendix I - Using the ASI" for complete, step-by-step instructions on how
to conduct a client interview using the assessment software.
Searching For a Current Client
You can search for existing AccuCare clients by last name, social security
number, or client reference ID. Enter the text you would like to search for in the
"Begins with or matches" field and select if you would like to search for clients
"with" or "without" the selected assessment type. By default, searching for clients
"with" the selected assessment type is selected. To begin the search, click on the
"Search" button. Optionally you may choose to display all clients with a selected
assessment type by clicking on the "Display All" button. You can only click on
"Display All" when there is no text in the "Begins with or matches" field and
searching for clients "with" the selected assessment type is selected. If
searching for clients "without" the selected assessment type is selected, the
"Display All" button is disabled, as displaying all clients without a particular
assessment type could potentially take a very long time to load. Currently the
search functionality is only implemented in the Open Assessment, Open
35
Treatment Plan, and Client Intake areas AccuCare, but plans are being made to
implement this throughout the rest of the program.
Assessment Pre-Filling
When starting a new assessment, the applicable information collected in the
Client Intake area is pre-filled into to appropriate fields for the assessment. The
fields include:
First Name
Middle Name
Last Name
Date of Birth
Marital Status (not applicable for adolescent assessments)
Address
City, State and ZIP code
Race
Ethnic Group
Employment Status
Religion
Religion - Other (if applicable)
Phone Number
Perform an Additional Assessment on a Client
This feature is available for clients who may already have an initial assessment
on file. To add an additional assessment, choose Assessments from the Main
Menu to access the Open Assessment screen. Select the client name and check
to see the appropriate questionnaire type selected. Then choose the Additional
Assessment button. This will take you to the first screen of the "General
Information" section of the evaluation, where you will begin entering information
for this additional assessment.
Modify an Existing Assessment
To change the information contained in an existing evaluation, select
Assessments from the Main Menu to bring up the Open Assessment screen.
Choose the client from the list and check to see the appropriate questionnaire
type is selected. Then select the Modify Assessment button. This will take you to
the first screen of the General Information section. You can then select any
section to modify by choosing the section name from the selection box on the
bottom right side of the screen.
Change Client Demographic Information
Client demographic information cannot be changed via the Modify Assessment
36
button. To change any of the original data entered for client name, social security
number, date of birth, gender or client ID, return to the Main Menu. Select the
File menu in the upper left and choose Client Intake/Administration to access the
Client Administration screen. Using the Search or Display All functionality, find
the client who's information you want to change. Highlight it with a mouse click
and then select the Edit button. This will allow you to make changes to any of the
fields to correct erroneous information. Be sure to save your changes before you
exit the screen.
Delete an Assessment
To delete all assessments for a particular client, return to the Main Menu and
click on the File pull-down menu. Then click Client Information. Highlight the
client you wish to delete all information for. Click Delete to delete the record
permanently.
Note: Individual assessments, or assessments belonging to an active outcome
research study may not be deleted.
Print Assessment Reports
To print any of the AccuCare assessment reports select Client Reports from the
Main Menu. The computer will offer you a screen entitled, "4 Steps to Printing
Reports."
Step 1. Choose Reports. Here the program presents you with a variety of ways
to enhance your assessment narrative or print additional forms. You may select
multiple printing options.
Narrative Report: This report generates a five-to-seven page biopsychosocial
report, based on the information you input into all fields of the client’s
assessment. To print this report, insure that a check mark appears in the
Narrative box (this check mark is defaulted).
Court Report: This report generates a one-to-three page biopsychosocial report,
based on the information you input into the General Information and
Recommendations for Treatment areas of the client’s assessment. To print this
report, ensure that a check mark appears in the Court Report box.
Composite/Severity Scores: This report offers a statistical representation of your
client’s composite score, which is the score based on objective questions
throughout the assessment. This score is traditionally used for research
purposes only. The more subjective severity scores, which represent your client’s
current unmet need for treatment, are displayed on the lower half of the report.
Severity Scores are used to determine initial treatment planning. To print this
report, insure that a check mark appears in the Composite/Severity Score box.
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Referral Letters: This report allows you to access and print up to five previously
defined referral letters. If you choose letters one or two, the program will
automatically include the referral source’s information in the body of the letter. To
print this report, insure that a check mark appears in the Referral Letter box.
The program will then ask you to select which report you wish to use, as well as
prompting you to enter or edit the referral source and salutation. (To set up the
referral letters, return to the AccuCare Main Menu and click on the Set-up pulldown menu. Click Referral Letters, then select the letter that you want to edit.
Remember to save your modifications by clicking on the OK button.)
Questions/Answers Report: This #12- to 20 -page report will provide you with a
copy of the interview questions and subject’s responses. To print this report,
insure that check mark appears in the Questions/Answer box.
Step 2. From the field on the left side of your screen, select the client by
highlighting that client's name. For clients with multiple assessments, you may
further select the assessment to print by highlighting the assessment in the field
on the right.
Step 3. Select the life areas you want to print in your narrative. Make sure only
the boxes of the areas you intend to print contain X’s. Otherwise, all sections are
automatically selected to print. You can deselect sections using your mouse.
Step 4. If you are printing a narrative or court report, indicate the number of
signature bars you want to print. You have the option of printing just one or as
many as four.
If you want to look at the report on the screen, choose Preview. Select the Print
button when you are ready to send it to a printer. The standard Windows printer
selection dialog box will appear. Check to make sure the information is correct
before choosing OK. Choose Print to Text File only if you want to save your
report as a text file that can be imported into a word processing application.
Automated Patient Placement System
Welcome to Automated Patient Placement System (APPS). APPS will guide the
placement process while it provides you with justification for managed care. It
includes the following features.
Placement Analysis: Placement Analysis will allow you to use our automated
placement system or you can customize the system to accommodate your own
placement model.
Problem List: The problem list provides you with an overview of all identified
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problems. All problems are transferred from the indicators selected in the
placement analysis. Once those identified problems have been transferred, you
can select a status for each problem. The status selections include active,
monitored, referred and resolved. If you are a licensed Treatment Plan user, you
can check to see if there has been a treatment plan created for the identified
problem.
Continued Stay Assessment: The Continued Stay Assessment allows you to
evaluate your client's current status. Any updated information can be added to
the problem list.
Continued Stay Review: Continued Stay Review pulls information from various
modules within the system. There are three steps to the continued stay review.
First, information from the treatment plan review will provide you with data on the
client's completion ratio and percentage of goal attainment. Second, the problem
list will appear. You will select the problems you want added to your continued
stay report. After reviewing these steps, you can make your level of care
recommendation for the continued stay placement.
SET UP APPS
The following instructions (unless otherwise indicated) apply to setting up both
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the Automated Patient Placement System and your own custom version.
Separate instructions are indicated where appropriate.
Placement Domains
Select Questionnaire Type
Choose Placement Domains from the Setup Menu at the top left of the screen.
Highlight the type of questionnaire type you want to set up and press the Select
button.
Establish Analysis Domains
There are five steps to establish a domain.
Step 1: Choose type of APPS.
To choose the automated version of APPS, click on the Automated button. To
add your own placement guidelines, click on Customized APPS.
Automated Patient Placement System. The Automated Patient Placement
System will provide you with set domains. Those domains include Medical
Stabilization, Psychiatric Stabilization, Addiction Stabilization, Barriers to
Recovery and Treatment Motivation. Recommendations for weekly treatment
hours by domain and level of care placement are provided.
Customized Patient Placement System. The Customized Patient Placement
System allows you to implement your own placement model’s analysis domains.
However, this Placement System will not recommend hours of service or level of
care placement.
Step 2: Enter number of domain analysis fields.
Automated Patient Placement System. The number of domain analysis fields will
default to five.
Customized Patient Placement System. Enter the number of domains your
placement model requires.
Step 3: Modify domains.
To modify the domains, you need to establish a name and attach the significant
data that will provide appropriate justification or evidence for placement
decisions.
Automated Patient Placement System. The domains will be listed by name. Click
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on the domain button you wish to modify.
Customized Patient Placement System. The domains will be listed by number.
Click on the domain number you wish to modify.
Step 4: Enter domain name.
Automated Patient Placement System. The domain name cannot be changed.
Customized Patient Placement System. Type the name of the domain in the
space provided.
Proceed to Step 5.
Step 5: Select significant indicators.
Automated Patient Placement System. The program will provide you with the
indicators that are used to make recommendations for weekly treatment hours
and level of care placement. You have the ability to modify the indicators for the
domains. The recommendations will be calculated on severity and composite
scores from the assessment, regardless of the indicators you select. If you have
modified the indicators and would like to bring back the original setup, click on
Reset to Default.
Customized Patient Placement System. It will be necessary for you to attach the
appropriate assessment data to your customized domains. Choose the data that
will provide clinical justification for the recommendations you will be making for
the selected domain.
Select Indicators
Select the life area from which you will select the indicators. Your search options
include:
All assessment life areas
Specific life areas from the assessment
Additional indicators (See "Additional Indicators" for more information)
All of the fields available will be displayed in the top box. Click on the field you
want to add to the placement domain and click Select. The selected field will
move to the box titled Selected Indicator.
Additional Indicators
Additional indicators will allow you to add your own justifiers that are not available
from the assessment data. Indicators such as body language and personal
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interaction would be appropriate to add to the additional indicator list.
Add Additional Indicators. Click on Add Indicator button to add new indicators
to your list.
Edit Indicators. Click on the indicator you want to edit, and then click on Edit
Indicator.
Delete Indicators. Click on the indicator you want to delete, and then click on
Delete Indicator.
Click on Save Changes when you have completed your edits and/or additions.
Level of Care
Set up Levels of Care
There are two steps to establish placement levels.
The levels of care will be set to:
Level 0.5 Education
Level I Outpatient treatment
Level II Intensive outpatient/partial hospitalization
Level III Medically monitored intensive inpatient
Level IV Medically managed intensive inpatient
Automated Patient Placement System: You cannot add or edit any level of care.
Customized Patient Placement System: You can add or edit any level of care.
Edit Level of Care
To change any existing level of care, click on Edit Level.
Establishing Sublevels
We have added sublevels to allow you to expand the type of placement within a
level of care.
Add Sublevel. Click on the level of care listed previously. Click on Add Sublevel
and enter the sublevel in the space provided.
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Edit Sublevel. Click on Edit Sublevel to make changes to any existing sublevels.
Delete Sublevel. Click on Delete Sublevel to remove sublevels from the existing
list.
PLACEMENT ANALYSIS
Start a New Analysis
To begin the placement process, select Patient Placement from the AccuCare
Main Menu. Choose Placement Analysis to access the Open Patient Placement:
Placement Analysis screen. Select the client name from the list shown at the top
of the screen. The box titled Assessments will display the number of
assessments, dates, interviewer’s initials and type of assessments. Select Create
Analysis to start a new placement analysis.
Delete an Analysis. To remove an existing analysis, click on Delete Analysis.
Preview an Analysis. To review the Patient Placement Report on screen, click
on Preview Report.
Print an Analysis. To send the Patient Placement Report to the printer, click
Print Report.
Analyze Placement Domains
Each domain will display the assessment that was established in the domain
setup. The information from the assessment will be transferred to the placement
domains. Review the list and select the statements that will support your
recommendations for treatment.
Select Hours of Service
Recommendations for weekly treatment hours will be provided for Medical
Stabilization, Psychiatric Stabilization, Addiction Stabilization and Barriers to
Recovery. There are no recommendations for Treatment Motivation in APPS or
any domains in the Customized Patient Placement System. To overwrite the
APPS recommendation, simply click on the appropriate hours of service listed
under Selected Hours of Service.
The hours of service can be translated into the following level of care:
0-9 hrs/week = Level 0.5-Education
10-20 hrs/week = Level I-Outpatient treatment
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20-30 hrs/week = Level II-Intensive outpatient/partial hospitalization
24hr/7 days = Level III-Medically monitored intensive inpatient
24hr/7 days+ = Level IV-Medically managed intensive inpatient
Additional Observations
The additional observations text box will allow you to document any information
that is not provided from the assessment. Document any clinical evidence that
will continue to support your recommendations.
Level of Care Recommendation
A level of care recommendation will be provided for APPS users. You can
choose to leave the recommendation or override it by clicking on the level of care
listed under Select Final Level of Care. It is a good idea to document your
rationale for overriding the original recommendation. If you are using the
Customized Patient Placement System, a recommendation will not be provided
for you.
PROBLEM LIST
The problem list is designed to provide you with an overview of all identified
problems. It gives you a status of identified problems, domain of problem, status
of treatment plan and date problem was recorded. The list pulls all of the
indicators selected in the Placement Analysis; all indicators are carried over
automatically.
The problem list contains the following information:
Date. Displays the date the problem was recorded on the problem list.
Domain. Displays the domain number from which the problem originates.
Description. Displays the text of the problem.
Treatment Plan. A Yes or No indicates whether or not a treatment plan is
associated with the problem. (You must be a licensed user of Treatment Plans to
use this feature.)
Status. Displays the status of the problem in the client’s treatment plan.
To access the Problem List features, select Patient Placement from the
AccuCare Main Menu. Choose Problem List.
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Modify Problem List
From the Open Patient Placement: Problem List screen, choose your client and
click on Modify Problem List. Click on Edit problem to edit or add to items in the
problem list. This will bring up the 3 Steps to Modifying a Problem.
Three Steps to Modifying a Problem:
Step 1: Change description.
To change the problem description, click inside the problem box and type
revisions.
Step 2: Set status.
Click on the Status field to display the options. The options include:
Active: Choosing this status indicates the problem will be addressed in the
client’s current treatment plan.
Monitored: A problem with this status indicates that the selected problem is not a
part of the client’s current treatment plan. However, it has the potential of
becoming problematic and may be transferred to the active status. The
monitored problems should be reviewed during the continued stay review.
Referred: A referred problem indicates the problem is currently addressed by
another resource outside your treatment agency.
Resolved: A resolved problem indicates a client has addressed the problem and
has successfully completed the goals associated with this problem.
Step 3: Select Domain
Choose which Domain you want to assign the problem to.
Add a new problem
Click on Add New and follow the same three steps to Modify a Problem.
Preview Problem List
From the Open Patient Placement: Problem List screen, click Preview Report to
review the problem list on screen.
Create Treatment Plans from Problem List
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If you have licensed the Treatment Plan program, click on Create Trt Plan in the
Open Patient Placement: Problem List screen to attach a plan to a specific
problem.
Print Problem List
From the Open Patient Placement: Problem List screen, click Print Report to
send the problem list to the printer.
CONTINUED STAY ASSESSMENT
The Continued Stay Assessment is provided to allow you to update information
contained in the client’s original assessment. Continued Stay data will be used to
determine weekly treatment hours and level of care recommendations in the
Continued Stay Review.
Add Continued Stay Assessment Indicators to the Problem List
Here you are given the opportunity to add new information to the problem list.
You will be asked if you would like to add any updated problems to the problem
list. If you indicate Yes, you will be taken to a screen similar to the indicator
screen used in placement analysis. The list will contain updated information that
is not already in the problem list.
CONTINUED STAY REVIEW
The Continued Stay Review was designed to provide you with the client’s current
treatment status. The information contained in the Continued Stay Review will
assist you in determining the continued stay placement.
Add a Continued Stay Review
Select client and click on Add Review.
Modify a Continued Stay Review
Select client and the Continued Stay Review to modify. Click on Modify Review.
Delete a Continued Stay Review
Select client and the Continued Stay Review to delete. Click on
Delete Review.
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Preview a Continued Stay Review
Select client and the Continued Stay Review to view on screen. Click on Preview
Report.
Print a Continued Stay Report
Select client and the Continued Stay Review you want to print. Click on Print
Report.
Treatment Plan Status
The treatment plan status will provide you with completion ratios and
percentages based on the last treatment plan review. The treatment plan status
is for your review only. Data cannot be added or modified here. This information
will be printed on the Continued Stay Report.
Problem List Review
This screen displays the current problem list. Review the problems and select the
items to include on your Continued Stay Report. If you want to include all
problems, click Select All.
Select Continued Stay Level of Care Placement
A review of analysis domains constitutes the final step of the
Continued Stay Review.
Recommendations will be provided for APPS users based on the current
Continued Stay Assessment. If a Continued Stay Assessment has not been
completed, the recommendations will be based on the original assessment.
As in the placement analysis, a level of care placement will also be
recommended. Use this information – along with information gathered from
treatment plan status, problem list, and APPS recommendations — to choose
your continued stay level of care.
Treatment Plans
Treatment Plan Menu
Create/View Client Plan
The Create/View menu consists of these items:
New Client
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New Treatment Plan (Add Treatment Plan)
Modify Treatment Plan
Exit
To add a new client to the system, select "Client Intake and Administration" from
the File menu on the main menu page. On the Client Intake screen, select "New
Client" and enter the information for the client. The "First Name", "Last Name",
and "Gender" fields are required for every client and the "Social Security #" and
"Client Reference ID" must be unique. When all information has been entered for
the client, select "Save". After entering a new client, the client will be selected
and you can continue to the Open Treatment Plan page by selecting "Exit to
Treatment Plans" next to the "Exit" button, then selecting "Exit". You can also
enter the Client Intake page from the Open Treatment Plan screen. If you enter
from the Open Treatment Plan screen, then by default "Exit to Treatment Plans"
will be selected. After creating a client and now entering the Open Treatment
Plan screen, the client you just created is selected by default. Select the
treatment plan type you would like to use for this client then select "New
Treatment Plan".
For more information on using the Client Intake and Administration, please see
the Client Intake and Administration section of this help document.
Searching For a Current Client
You can search for existing AccuCare clients by last name, social security
number, or client reference ID. Enter the text you would like to search for in the
"Begins with or matches" field and select if you would like to search for clients
"with" or "without" the selected treatment plan type. By default, searching for
clients "with" the selected treatment plan type is selected. To begin the search,
click on the "Search" button. Optionally you may choose to display all clients with
a selected treatment plan type by clicking on the "Display All" button. You can
only click on "Display All" when there is no text in the "Begins with or matches"
field and searching for clients "with" the selected treatment plan type is selected.
If searching for clients "without" the selected treatment plan type is selected, the
"Display All" button is disabled, as displaying all clients without a particular
treatment plan type could potentially take a very long time to load. Currently the
search functionality is only implemented in the Open Treatment Plan, Open
Assessment, and Client Intake areas AccuCare, but plans are being made to
implement this throughout the rest of the program.
1. You can enter your own statements into the problem, goal, objective and
method boxes by typing them in via your keyboard.
2. You can choose from a group of Sample Plans. There are plans designed for
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addiction, mental health, dual diagnosis and sample DSM-IV plans. Choose the
appropriate plan for your client and select "Use." This will pull that plan into the
"working" treatment plan screen. Select "Close" to add this plan to the client's file.
3. You can create your plan from a list of sample statements. Position your
cursor inside the statement box where you want to work and choose "Sample
Statements." This will take you to the list of available statements. You can search
for topic areas by scrolling through the "Category" list. A Subcategory list has
been added to expedite the search process. Select the statement you want to
use and choose "Use." This will pull the statement into the developing plan. The
goal, objective, and method areas allow you to enter a beginning, target, and
completion date.
4. For clients who have a completed AccuCare assessment, a treatment plan can
be automatically developed based on the severity scores. Choose the button
titled "Severity/ATGS." This will list any problem areas identified in the
assessment. Select the problem area for which you want to create a treatment
plan and the software will generate one for you.
Once you have developed your plan, select the "Save" button on the right side of
the screen. Doing so will activate other buttons, including:
Strengths. This is an open text field that allows you to enter a client's strengths.
Select "Strengths" and begin typing in the text box. Information entered here will
print at the top of the client's treatment plan.
Limitations. This is a text field that allows you to enter a client's limitations. Select
"Limitations" and begin typing the text box. Information entered here will print at
the top of the client's treatment plan.
Edit Plan. This feature allows you to modify the treatment plan that is currently on
the screen. Use the Edit mode to change voice, add or delete objectives, or
modify any of the statements in the current treatment plan.
Next Plan. Use this button to view additional plans that have been created for the
current client.
Prior Plan. Use this button to view previous plans that have been created for the
current client.
Add Obj. Select this button to add additional objectives to the problem and goal
areas. This will allow you to add an entire new set of objectives and subsequent
method statements.
Next Obj. Use this button to view additional objectives that have been created in
the current treatment plan.
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Prior Obj. Use this button to view previous objectives that have been created in
the current treatment plan.
Delete Plan. This button will allow you to delete the current plan from the client's
file.
Close. This button will save the information and close the page.
To view a client plan: Choose the client whose plans you want to review. Select
the treatment plan from the box titled "Treatment Plans." Select “Modify
Treatment Plan” to show the Treatment plan information.
Treatment Plan Review (from Treatment Plan Menu)
Allows Outcome/Modification notes to be added to each treatment plan that was
created for the client. It also allows a summary note of the treatment plans. If
several treatment plans are developed, the Treatment Plan Review will contain
all Treatment Plans that have been developed up to the entered date.
Add Review. Select to add another review.
Modify Review. Select to modify an existing review.
Delete Review. Select to delete an existing review.
Preview Report. Select to view an existing review.
Print Report. Select to print a hard copy of the review.
Exit. Select to exit the Treatment Plan Review screen.
Statements (from Treatment Plan Menu)
Problem Statements, Goal Statements, Objective Statements, and Method
Statements (from Treatment Plan Menu): These menu items will provide you with
an opportunity to customize your statement areas. Select the area from the
Treatment Plan Menu and you will be offered a list of categories and
subcategories. The categories are designed to provide you with an efficient way
to develop a treatment plan around certain issues. The subcategory box will
display a more highly defined list of issues within each category type. Use the
following menu items to create custom statement lists:
Add. Select "Add" and choose the type of statement: "Addiction," "Mental
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Health," or "Dual Diagnosis." Tab to the empty field box and begin typing your
statement. Select "Save" to add the statement to the end of the statement list.
Edit. Choose the statement you want to edit and choose "Edit." That statement
will appear in the field box. Modify the statement using your keyboard. Selecting
"Save" will modify the statement.
Delete. To remove a statement from the current list, highlight that statement and
select "Delete."
Print. This option will allow you to print a hard copy of the statements. You have
the option of printing all statements or printing them by category/subcategory.
Assign to Category. Use this button to assign or reassign a statement to a
category. To categorize a statement, select the statement and choose "Assign to
Category." This will pull that statement into the category set-up screen. A list of
categories/sub-categories assigned to that statement will appear in the box
towards the bottom of the screen.
Remove. To remove a statement from a category/subcategory, check the box
next to the category and select "Remove."
Include. To add a statement to a category/subcategory, choose a
category/subcategory from the pull-down boxes toward the top of the screen.
Highlight the category/sub-category and select "Include." Select "Save" to save
all changes.
Sample Plans (From Treatment Plan Menu)
Entering the "Sample Plans" from the treatment plan menu will allow you to
create custom sample plans. You will be provided with the following options:
Add. Use this option to add a sample plan to your current list. Select "Add" from
the menu at the bottom, right side of the screen. Create your plan by typing in
your own statements or selecting from the list of sample statements. To create
your plan using sample statements, highlight the problem area box and select
"Sample Statements." Follow instructions from Create/View Treatment Plan on
how to use "Sample Statements," "Add Obj.," "Next Obj.," "Prior Obj.," "Delete
Obj.," and "Edit."
Set DSM-IV. To create a plan for a specific DSM-IV code, select "SET DSM-IV."
Select the code to attach to a sample plan and choose "OK." To remove a code
from a sample plan, select "Remove." A list of sample plans using DSM-IV codes
can be found by clicking in the box labeled "DSM-IV Samples."
Category-Sub-category (From Treatment Plan Menu)
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This menu item will allow you to modify or add to your categories or
subcategories:
Add Category. Select "Add Category" and type in the new category name. Select
"Save" to add the category to the list or "Cancel" to delete the current addition.
Edit Category. Highlight the category to edit and select "Edit Category." The
category will appear highlighted in a field box titled "Category/Sub Category."
After making your revisions, select "Save."
Add Sub Category. Highlight the category in which to add the sub category.
Select "Add Sub Category" and type the sub category title into the highlighted
box. Select "Save" to add the sub category to the chosen category.
Edit Sub Category. Select the category and sub category to edit. Choose "Edit
Sub category" and modify it from the highlighted categories/sub categories field
box.
Treatment Service Reviews
The Treatment Services Review (TSR) is a brief (five- to 10-minute) structured
interview designed to provide information on the type, amount and efficacy of
services provided (directly or indirectly) to a substance abuse patient by his/her
treatment program. The interview is designed for administration by a trained
technician on a weekly basis. The treatment services are divided into seven
problem areas typically found among substance abusers, which may be
addressed during the course of rehabilitation by most programs. These include
medical condition, employment/support, alcohol and drug use, legal status, family
relations and psychiatric function.
The TSR is designed for use in conjunction with the Addiction Severity Index
(ASI). The ASI is also a structured interview designed to assess the type and
severity of problems in substance abusers prior to and following treatment. The
ASI is therefore designed to evaluate the treatment problems of a substance
abuse patient at the start of treatment and to serve as the basis for the initial
treatment plan. Since the ASI can be readministered following treatment, it offers
the opportunity for the treatment evaluator to assess whether and to what extent
there has been change in the patient's problems by the completion of treatment
and at subsequent follow-up points.
Thus, while the ASI provides a valid measure of the substance abuser, there has
been no standardized method of measuring the treatment process itself or the
degree to which the various services provided by treatment programs are
associated with patient improvement. The TSR was therefore developed to fill the
need for:
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1. an ongoing record of the number and types of services provided to
substance abuse patients during treatment. This is seen as necessary for
cost-effectiveness determinations and as a means of monitoring the
proportion of the patient population that actually receives the available
services.
2. a during treatment evaluation of the extent to which the problems
identified at admission are actually addressed over the course of
treatment and the rate at which these identified problems show change
during treatment.
General Issues
It should be recognized that in this attempt to measure the nature, amount and
efficacy of treatment services, it was necessary to choose between competing
perspectives in several important areas and these bear discussion as a means of
justifying the particular questions employed in each of the problem areas.
It is possible to measure the nature of treatment offered within a program in
several ways. Some have performed detailed interviews with treatment providers
and treatment directors and others have measured the activities of a treatment
program during selected time periods ranging from a day to a month. These
measures provide an indication of the treatment philosophy of a program, the
services available and the activities performed, and all of these are important. In
the TSR we have elected to measure the treatment provided by a treatment
program through weekly interviews with individual patients within the program.
While it is recognized that this offers only one, possibly biased perspective, we
feel it is potentially the most reliable data available and offers several
measurement advantages. First, we felt that the patient is the best source of
information on the types and amounts of treatment actually received. For this
reason, we selected a time period (past week) that promotes easier recall and
more reliable data. Further, the interview is divided into problem areas that
correspond to those areas initially assessed through patient interviews at
admission by the ASI. Data from this instrument indicates that these problems
can be evaluated reliably and accurately through the structured interview process
and we felt that the same techniques (often the same questions) could be
repeated during the course of treatment. Second, it is possible through repeated
interviews with the patient to measure changes (in type, amount and intensity) of
the treatment provided and the effects of that treatment on the patient. Finally,
just as patient populations are characterized by summarizing data from individual
patients, we felt it would be possible to characterize treatment activity at the
treatment program level by summarizing treatment activity for the individual
patients in treatment.
General Directions
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The Interview Process
This form is designed to be administered by a careful, considerate interviewer
with a sincere interest in recording the current status of the patient and the
number and types of services that he/she has received. The demeanor of the
interviewer is very important in obtaining valid results, and care should be taken
to develop an early and lasting rapport with the patient since these interviews will
likely be repeated several times during treatment. It should be noted that an
interview format was selected over a questionnaire format because of the
advantages of being able to specify the meaning of each question, the ability to
probe as a means of insuring patient understanding and because an interview
conveys a more personal and important status to information than a
questionnaire. Thus, despite the slight additional expense in staff time, we feel
the weekly interview offers increased quality of information.
Beginning the Interview. Prior to the start of the first weekly interview and at the
initiation of each subsequent interview, the interviewer should assure the patient
that:
1. the interview will take only a few minutes
2. you want him/her to try to recall as accurately as possible
3. the answers are important and that he/she should feel free to take their
time to give the best estimates possible
4. they can ask for further clarification for each question
5. their answers will be confidential (i.e., not divulged to the clinical staff)
Judging an accurate response. There are two major reasons for a response to be
inaccurate: failure to understand and a desire to misrepresent. There are means
to address each of these within the interview process.
Failure to understand is a common cause of error in interviews, particularly if the
patient is impaired in any way (distracted with medication concerns, in pain or
withdrawal discomfort, cognitively compromised). The interviewer must judge the
level of understanding in the early responses to the questions and should make
an appropriate adjustment. The patient may be asked to try to concentrate more.
This should, of course, be done tactfully and supportively, reminding the patient
that the interview is short and that you are " . . . not very far from the end."
If this is not successful, the interview can be postponed to accommodate a
temporary inconvenience. This may enable better concentration and more valid
data at a later date. In this case the patient should be reminded that you will
return or recontact him/her and that, while you are happy to accommodate
him/her, the information is important and necessary to obtain.
In the event that the patient cannot concentrate or cannot understand the
questions despite a reasonable level or repetition and rephrasing, the interview
54
should be discontinued in a supportive manner and the data discarded. There is
no point in collecting data that are potentially inaccurate and confused. An
interviewer's primary responsibility is to maintain the integrity and validity of the
data. It is therefore a service to the evaluation process if these types of data are
not included.
Misrepresentation is common among substance abusers and can be a major
problem in any evaluation effort. Misrepresentation will be increased if the patient
feels:
1. his answers are not confidential (from the treatment staff as well as
outside individuals and organizations)
2. that there are "right" and "wrong" answers
3. that the interviewer would be shocked, disapproving or sympathetic to a
particular set of answers
4. that his answers will somehow affect the nature or amount of services
available to him.
The level of misrepresentation can be reduced by paying careful attention to
these factors during the interviewing process. Prior to the start of the interview
and regularly during the interview itself, the patient should be reminded of the
purpose of the interview, that there are no right or wrong answers and that the
information will not be divulged to treatment staff. Further, throughout the
process the interviewer should maintain an interested and supportive but nonreactive demeanor. When the nature of the response to a particular question
suggests a lack of candor, the interviewer should calmly remind the patient that
the information is confidential and that you are simply interested in the services
received during the past week.
It is important to note that some proportion of patients will not respond to these
efforts to build trust and to maintain candid responses. Misrepresentation can
usually be spotted in the manner in which the question(s) are answered. When
this is the case and the patient appears to be falsifying answers to a few items in
a specific problem area, place an X in the block(s) to indicate that the question
was asked but that the response(s) was not acceptable. An interview should be
continued until the interviewer feels that more than a few items are inaccurate -in which case the interview should be terminated and the data discarded. Again,
there is no value to inaccurate data and its inclusion will impair the evaluation
process.
What is a Significant Problem?
In two sections of the TSR (Family and Psychiatric) the patient is asked the
number of days that he/she has experienced a "significant problem." Though we
have tried to define and delimit the parameters of a "significant problem" it should
55
be recognized at the outset that this will ultimately be a matter of judgment for the
patient and the interviewer.
The word "significant" is included in each of the problem areas in an attempt to
reduce the total number of possibly problematic situations that could confront a
patient to just those that could clearly warrant some type of intervention. Thus, in
its most basic sense, a significant problem is one that could generally be
regarded as a potential target of some form of intervention.
Trivial problems in each of the seven areas and ones that are generally
temporary in nature and subject to improvement (in most cases) without
intervention should not be counted. Again this will require judgment on the part of
the interviewer but some degree of subjectivity can be reduced by following these
guidelines during the questioning:
1. emphasize the word significant in the question - suggest in each case that
you are interested in issues that are " . . . really problems - ones that you
might need some kind of help for."
2. when in doubt probe for the nature of the problems reported by the
patient. Record these in the comments section.
3. if in doubt and the patient maintains that the issue is a "significant
problem" to him/her, accept the statement and go on to consider the
remainder of the items.
Many of the problems that will be reported are due to the direct effects of alcohol
or drugs and this will clearly be the only reason for their occurrence. These
problems should be categorized only under the alcohol and drug section (e.g. the
person who reports his withdrawal cramps as a significant medical problem).
Sometimes it is helpful to ask the patient "If you were to eliminate your use of
drugs/alcohol, would you still have (have had) this problem?" This type of
question will help to get at the important points to be used in making a decision to
count or not to count a reported problem:
1. would there have been a problem (then or in the near future) without the
influence of alcohol and drugs?
2. would a successful intervention that reduced or eliminated the
alcohol/drug problem permit a return to a satisfactory situation in the
affected area?
It is more likely that the problems that are reported will be a combination of
alcohol/drug and other problem areas and will not be clearly one or the other.
Obviously these are more difficult to judge appropriately (e.g. the outpatient who
has gotten drunk and hit his wife - thus being thrown out of his home). The
interviewer should probe carefully in these cases, asking for the complete set of
circumstances and antecedents. In the above case, if the outpatient had not had
prior family problems (i.e. getting along with his wife, etc.) then this problem
56
would likely be characterized as an alcohol problem -- under the view that he
would have continued satisfactory family life had he not gotten drunk and that a
successful intervention for the alcohol problem alone will enable a return to an
acceptable family situation. However, if in the above case the outpatient had
found the family and home life unacceptable regardless of the alcohol use, it
would have been considered a family problem -- under the view that, despite the
clear involvement of alcohol, he could not have gone on in his family/home
situation for much longer regardless of the alcohol and further, that improvement
in the alcohol problem alone would not alleviate the family situation.
Again, these are judgments that require some probing. In the event that no clear
determination can be made, count the problem in the area that it has been
reported.
What is a "significant discussion" with a treatment provider?
Again, the word "significant" has been included to eliminate frivolous or
superficial conversations that only marginally address the problem area. In
general, the significance of a discussion is not measured exclusively by the
length of the conversation but by its impact on the patient. The subjectivity
involved in this area will be reduced by employing the following guidelines:
1. emphasize the word "significant" in the question -- suggest in each case
that you are interested in discussions that are " . . . directed at solving or
helping the problems identified -- a discussion that made you think, that
changed the way you look at a problem, that gave you new idea or
insight."
2. when in doubt probe for the nature of the discussions reported by the
patient. Record these in the comments section of each problem area.
3. if still in doubt and the patient maintains that the discussion was
"significant" to him/her, accept the statement and go on to consider the
remainder of the items.
Often a session with a treatment provider will cover a range of problem areas.
Please note that a single discussion could have "significant" impact on several of
the patient's problems and if this is the case, this single discussion should be
counted in each of the areas in which it actually had "significant" impact. For
example, a counseling session that lasted an hour and that challenged the
patient's perceptions of his family problems, provided support, encouragement
and suggestions for his efforts to remain drug free and developed a plan for
seeking employment should be counted three times as a significant discussion in
the areas of drug use, employment and family problems. Again, it will be
important to probe the content of the sessions and solicit the patient's impression
of the significance of each content.
57
An additional issue is the determination of exactly who the patient had a
discussion/session with. Especially in the early days of treatment, it is possible
that a patient will not know the title or name of each staff member. Thus, while
the patient may say he had a discussion with a "nurse" it may actually have been
a social worker or a physician. The interviewer is expected to use judgment in
probing for accurate answers to these questions. If it is not possible to be sure
whether the patient had a discussion with a counselor or a physician, then the
fact that a discussion occurred should be recorded under the "significant
discussion" section under the individual session. However, the interviewer should
not guess with whom the discussion actually occurred. It is equally possible that
a patient may report "talking to my counselor one day last week - I don't
remember which day and I'm not sure what we talked about." In this case,
despite some certainty that a conversation actually occurred - there is not
evidence that the content had a significant impact on any problem area and this
discussion should not be counted in any problem area.
Please Note: In the case of group discussions, these should only be counted if
the patient reports that the group session has had an impact on his/her problem.
It is not necessary for a patient to discuss his/her own problems. Further, it is not
absolutely necessary for the patient to say anything during group (although this is
one way of probing for impact and significant) for the session to have had an
impact. The interviewer should assess, through probes, whether the patient felt
the group session had an impact on his/her problem but should accept his/her
report of whether it was a "significant discussion" in most cases. If the patient
attended a discussion group pertaining to a problem that he/she didn't have (e.g.
an alcoholic attending group therapy or discussions about drug abuse) and it
didn't pertain to his problem -- then do not count this as a significant discussion.
In some cases the patient will indicate that he/she had a significant discussion
about a legitimate treatment issue with a family member or a fellow patient
(particularly in inpatient settings). Clearly, these discussions can be very
therapeutic and the patient should not be made to feel that they are secondary in
importance. However, to count these kinds of discussions on this form would
introduce substantial additional variability into an already judgment-laden
situation. For this reason we have decided to count only those discussions that
involve a treatment provider from a recognized treatment or intervention
organization. One exception to this is a significant discussion with an AA, NA or
CA sponsor. These discussions will be counted since the sponsor is recognized
as having a clear role in the patient's recovery and those interactions can often
have substantial impact on that recovery.
What is an "In-Program" versus and "Out-Program" service?
In all areas of the TSR the patient is asked to report whether the services
received were from his "program" or were from some other agency, organization
58
or individual. The reason behind these questions is simple. If we want to
determine if services received are correlated with problem improvement, then it
will be necessary to include the total number and types of services received,
regardless of the source. It is, however, important to note that out-program
services should only be counted if they are from a service organization or
individual associated with a service organization -- not simply friends or relatives
that discuss the patient's problems with him.
This distinction usually will not apply in an inpatient or residential program but
can be an important distinction for outpatient programs that evaluate and refer
clients to different types of services. The following points will be helpful in making
this judgment.
Program Definition. The "program" should be considered all of the units, wards,
clinics, etc. that fall under the same department (usually psychiatry or family
medicine) and practice coordinated care primarily for the problems of substance
dependence. Thus, under this definition, inpatient and outpatient substance
abuse treatment clinics under the same medical department could be considered
as one "program" even if one treats primarily alcohol dependence and the other
treats primarily drug dependence. However, notice that while an inpatient drug
abuse treatment unit located within a medical hospital could be considered part
of the same "program" as an outpatient alcohol treatment unit (if administered by
the same general management) even though they are literally miles away, the
cardiac care unit of that hospital in which that inpatient drug treatment unit is
located would not be considered part of the "program" even though it is located
only a few yards from the substance abuse unit.
It is recognized that these additional guidelines will not solve all of the questions
regarding program definitions. These are guidelines that we have found helpful,
and each facility is urged to agree on the actual units, wards, sections, etc. that
will be defined as the "program" at that facility. This strategy of adopting a single
local convention regarding the program definition is the best way of avoiding
confusion. Thus it will be an important part of training for each potential
interviewer to be aware of the local convention regarding "program" definition.
What services does the "program" get credit for providing?
Obviously all services provided by the personnel employed in a treatment
program or on the property of the program are automatically credited to that
program. However, many programs refer patients outside the treatment setting
for one-time-only evaluation services (e.g. psyche testing, X-ray, employment
evaluation) as well as some ongoing services (employment training,
psychotherapy, AA). For the sake of convention, we have decided to report as
"program services" those services that are contracted or paid for by the program,
regardless of whether they are on program property. For example, many
59
programs will employ a laboratory service to analyze urine samples, or a
psychologist to do educational or personality testing, or a counselor to run an offsite AA program. All of these and other similar examples will be counted as "InProgram" services. Services which are received by the patient that are paid for
by separate funds (e.g. city, state, NIAAA, HEW, etc.) including the patient's
personal costs or his insurer's costs, will be counted as "Out-Program" services.
It is important to note that these will be considered "Out-Program" services even
if they were referred or initiated by the program -- since the program does not
pay for them.
In Summary
The "program" includes all units, wards and clinics:
a. providing substance abuse treatment (alcohol or drug)
b. under the same departmental administration
"In-Program" services are:
a. all those provided on site(s)
b. all those paid for by the program, regardless of site
When in doubt, please adopt standard, local conventions for how these services
will be counted.
SPECIFIC DIRECTIONS BY PROBLEM AREA
PLEASE NOTE: THERE SHOULD BE NO BLANKS ON THE COMPLETED
FORM. EACH QUESTION SHOULD HAVE EITHER A VALID RESPONSE OR
THE LETTER "X" TO SIGNIFY AN INVALID RESPONSE (DUE TO EITHER A
FAILURE TO COMPREHEND OR SUSPECTED MISREPRESENTATION)
Demographic Data
Name - Please print the full name of the patient, starting with the last name.
Date - Month/Day/Year
I
nterviewer - Please print the interviewer's name or local code number
ID # - Please print the local identification number for the patient in this space.
Week # - Please print the week of treatment that you are measuring, not the day
of the week you are asking questions.
60
Days Attending Program - Self explanatory
Medical Problems
1. Days of physical medical problems. Ask the patient to tell you the number
of days he/she experienced any type of physical medical problems during
the past week. These would include pain, disease, disability, etc. Only
significant problems that were truly bothersome to the patient should be
counted. Temporary, insignificant problems from colds, flue or sore
muscles should not be counted. Do not count days of problems that were
due simply to alcohol and/or drug withdrawal effects. Do not count days of
psychiatric or emotional problems as these will be discussed in other
sections of the TSR.
2. Days hospitalized. Ask the patient for the number of days in which he/she
was treated as an inpatient in a hospital or medical setting. Please note
that this item requires that the patient be admitted to the hospital, not just
a medical appointment at a clinic or ward in an inpatient setting. Use the
general guidelines for determining whether the visits or services were "InProgram" or "Out-Program."
3. Days received a medication as prescribed. It should be stressed that this
medication should be for physical medical problems only -- detoxification,
antagonist or maintenance medications are recorded in the alcohol/drug
sections while psychiatric medications are recorded in the psychiatric
section. Multivitamins should not be counted. Further, the medication must
be both prescribed and actually taken. Record the number of times the
medication was actually taken, not just the number of times it was
prescribed. Please note that it is not necessary to count the number of
different prescriptions or drugs taken nor the number of times per day the
medication was taken as prescribed. Use the general guidelines for
determining whether the visits or services were "In-Program" or "OutProgram."
General Notes for Questions four to six:
a. These questions refer to the number of times during the past week -- not the
number of days. Multiple medications or sessions per day should be recorded in
each case.
b. Often a program will refer a patient to another facility or section of the facility
for medical care (to an admission physician or to a medical specialist such as a
radiologist, these visits should be counted here. Use the general guidelines for
determining whether the visits or services were "In-Program" or "Out-Program."
c. Admission physicals should be counted in this section under the category of
person(s) that administered the exam.
61
d. HIV (AIDS) testing and counseling sessions should be counted in this section
as medical treatments and recorded under the type(s) of practitioners who
provided the service.
4. Times seeing a physician. It should be emphasized that these visits
should be for the purpose of obtaining care for a physical medical problem
-- not simply beginning a detoxification or maintenance treatment. If the
physician is a psychiatrist but is providing medical care for a physical
problem, that visit should be recorded here. If the session was also
devoted to psychiatric issues and this was also a significant part of the
visit, this should be counted again in the psychiatric section. Note:
HIV/AIDS counseling and testing sessions performed by the physician
should be counted here.
5. Times seeing a nurse, nurse practitioner or physician's assistant. Same
rules apply as for physician. It should be emphasized that these visits
should be for the purpose of obtaining care for a physical medical problem
-- not simply obtaining a medication dosage (see question five).
6. Significant discussion. Record the number of times participating in a
discussion that was pertinent to the patient's medical problems, including
HIV/AIDS concerns, with program members other than the medical staff.
These discussions should be recorded separately for individual sessions
(with a member of the program staff) and group sessions. Discussions
recorded here should not include medical personnel since visits to these
individuals will be recorded in questions four and five.
Only discussions with staff from the program or another service organization
should be recorded (not family and friends that he/she was talked with).
Employment/Support Problems
1. Days paid for working. Include all days that the patient was paid for
working. Each paid employment day should be counted regardless of
whether the patient worked only part-time (less than eight hours). If a
patient was on paid vacation or approved and paid sick leave, these days
should also be counted as work days since they were earned through
employment. Finally, employment days should also be counted even if the
job was informal (under the table) -- that is, work with small businesses or
individuals that would not be recorded on formal pay records. This does
not mean the commission of illegal acts.
2. Days of education or training. Record all days the patient spent in an
approved or official education or training program -- one that would lead to
a degree or certificate. Use the general guidelines for determining whether
the visits or services were "In-Program" or "Out-Program."
General Notes for Questions three to five:
1. These questions refer to the number of times during the past week -- not
62
the number of days. Multiple meetings or sessions per day should be
recorded in each case.
for employment counseling and/or skill training. These visits should be counted
here. Use the general guidelines for determining whether the visits or services
were "In-Program" or "Out-Program."
3. Training, education, employment. These visits should be restricted to just
those that were for the purposes of getting a job or the training/education that
would lead to a new or better job. Record those visits to a staff member or
agency whose primary duties are dedicated to employment counseling and other
employment or educational services (employment specialist) separately from
visits to a general counselor or social worker who would perform a full range of
services for the patient.
4. Unemployment compensation benefits. These visits should be restricted to just
those that were for the purpose of obtaining social service benefits to
compensate the patient other than through employment. Welfare, disability
compensation, temporary housing, emergency relief, social security
compensation visits should all be counted here. Record those visits to a staff
member or agency whose primary duties are primarily dedicated to benefits
counseling (benefits specialist) separately from visits to a general counselor or
social worker who would perform a full range of services for the patient.
discussion that was pertinent to the patient's employment problems with program
members other than employment counseling/skill development staff. These
discussions should be recorded separately for individual sessions and group
sessions. Discussions recorded here should not include employment/training
personnel since visits to these individuals will be recorded in questions three and
four.
should be recorded (not family and friends that he/she has talked with).
Alcohol Problems
1. Days drinking. Record all days that the patient drank any alcohol,
regardless of the amount.
2. Days intoxicated. Record just those days that the patient reports having
been intoxicated ("getting a buzz," "getting high").
Please Note: This question will require probing in the event that the patient is
tolerant to alcohol and/or if the patient has used drugs and alcohol together. A
tolerant (dependent) alcoholic may correctly say that he/she did not get high or
63
drunk, simply because of the tolerance. If this is the case, we have adopted the
convention that three or more drinks in one hour will be recorded as intoxication.
In the case of joint use of the alcohol and drugs the interviewer should, with the
help of the patient, try to determine the source of the intoxication. If it remains
unclear after probing, the intoxication should be counted in both the drug and
alcohol sections.
3. Days spent in inpatient treatment. Record the number of days spent in any
type of inpatient treatment for an alcohol problem. Note: Patients may
have been treated as an inpatient for both alcohol and drug problems. If
so, their inpatient status should be recorded both under the alcohol and
drug sections. On the other hand, if a patient is an inpatient at a combined
alcohol and drug program and he/she has only an alcohol problem, his/her
status should be recorded only under the alcohol section. Note: many
patients receive alcohol treatment as part of primary treatment for
psychiatric or medical problems. Days counted here should be counted
only if the primary treatment focus for the ward or program was substance
abuse. Use the general guidelines for determining whether the visits or
services were "In-Program" or "Out-Program."
4. Detoxification medication. The medications should be for the purpose of
detoxification -- to reduce withdrawal symptoms and to increase the
safety/comfort of the withdrawal process. Medications prescribed to
address sleep and/or mood disorders that accompany the withdrawal
process may be counted. However, probe to determine if these
medications have simply been continued to address a more prolonged
problem of anxiety or sleep disturbance. Multivitamins, though often given
for detoxification supplementation, should not be counted. Typically, the
medications used will be benzodiazepines (usually Serax or Librium) and
the course of the medication regimen for detoxification is generally three
to seven days following termination of alcohol. Use of different
medications or a longer course of medication is usually (not always)
indicative of a different problem and may be recorded elsewhere (i.e.,
medical or psychiatric). Use the general guidelines for determining
whether the visits or services were "In-Program" or "Out-Program."
5. Medication to prevent drinking. These medications are almost always
prescribed following the detoxification period and are designed to produce
an unpleasant (headache, vomiting) reaction when alcohol is ingested. By
far the most frequently prescribed "blocking" or "antagonist" medication is
Disulfiram or Antabuse. Calcium carbimide may also be prescribed. Use
the general guidelines for determining whether the visits or services were
"In-Program" or "Out-Program."
6. Blood alcohol test. Count the number of times the patient has had his
blood alcohol measured using a breathalyzer or other technique. Use the
general guidelines for determining whether the visits or services were "InProgram."
64
General Notes for Questions seven to 10:
number of days. Multiple meetings or sessions per day should be recorded in
each case.
for AA, 12 Steps or even medication; these visits (if they have been based on
referrals from the treatment program) should be counted here. Use the general
guidelines for determining whether the visits or services were "In-Program" or
"Out-Program."
7. Alcohol education. This is a session with the primary purpose of providing
medical and/or psychological education about alcohol and its effects. AA,
group therapy, and 12-Step meetings should not be counted here since
their purpose is much broader. Film sessions regarding the problems of
the alcoholic, such as denial, relapse, etc., may be counted here.
8. AA and 12-Steps. These meetings should be counted together since they
have largely the same purpose. Remember, AA and 12-Step meetings
that are not located on the treatment program are still counted.
9. Relapse prevention. Relapse prevention meetings refer to the use of
specific behavioral and cognitive techniques designed to prepare the
patient for situations that will trigger the desire to drink in the natural
environment. In order to be counted here, the meeting or session must be
devoted to these techniques rather than simply a discussion of the natural
environment following treatment.
It should be noted that many programs hold generic relapse prevention meetings
for both alcohol and drug problems/patients since the problems of readjustment
are quite similar. If the relapse prevention meeting is generic in nature and the
patient in question has only one of the two problems (drug or alcohol), then his
visit should be counted in only one place on the TSR (either alcohol question
nine or drug question nine). If the meeting is generic and the patient has
problems with both drugs and alcohol, then the visit should be counted in both
places on the TSR.
discussion that was pertinent to the patient's alcohol problems with
program members other than in the meetings and sessions recorded in
items seven to nine. These discussions should be recorded separately for
individual sessions and group sessions and for "In-Program" vs. "OutProgram" visits. Discussions recorded here can be with any staff member
but should not include the sessions counted in items six to eight since
visits to these individuals will have been recorded in those items). Only
discussions with staff from the program or another service organization
65
Note: significant discussions with the patient's AA sponsor should be
counted here.
Drug Problems
1. Days of drug use. Record all days that a subject used an illicit drug or a
prescription drug in a non-prescription manner -- that is, in an abuse
manner.
2. Days spent in inpatient treatment. Record the number of days spent in any
type of inpatient treatment for a drug problem. Note: Patients may have
been treated as an inpatient for both alcohol and drug problems. If so,
their inpatient status should be recorded both under the alcohol and drug
sections. On the other hand, if a patient is in inpatient at a combined
alcohol and drug problem and he/she has only a drug problem, his/her
status should be recorded only under the drug section. Note: Many
patients receive drug abuse treatment as part of primary treatment for
psychiatric or medical problems. Days counted here should be counted
only if the primary treatment focus for the ward or program was substance
abuse. Use the general guidelines for determining whether the visits or
services were "In-Program" or "Out-Program."
3. Detoxification medication. The medications should be for the purpose of
detoxification -- to reduce withdrawal symptoms and to increase the safety
of the withdrawal process. Medications prescribed to address sleep and/or
mood disorders that accompany the withdrawal process may be counted.
However, probe to determine if these medications have simply been
continued to address a more prolonged problem of anxiety or sleep
disturbance. Multivitamins, though often given for detoxification
supplementation, should not be counted. Typically the medications used
will be methadone or Clonidine (for opiate detoxification), Phenobarbital
(for barbiturate detoxification) or Desipramine (for cocaine detoxification).
The course of the medication regimen for detoxification is generally three to
seven days following termination of the drug. Use of different medications is
usually (not always) indicative of a different problem and may be recorded
elsewhere (i.e., medical or psychiatric). Please note: some of the same
medications that are used to detoxify are also used in maintenance (e.g.,
methadone, desipramine). Be sure to probe for the nature of the medication use;
record maintenance medications in Item three. Use the general guidelines for
determining whether the visits or services were "In-Program" or "Out-Program."
4. Maintenance Medication. These are medications designed to stabilize a
patient's moods and reduce craving for the problematic drug. The two
most widely used maintenance medications are methadone and LAAM for
opiate maintenance. Use the general guidelines for determining whether
5. Medication to block drug effects. These medications are almost always
66
prescribed following the detoxification period and are designed to reduce
the desire for drugs or to block their reinforcing effects. By far, the most
frequently prescribed "blocking" or "antagonist" medication is naltrexone or
Trexan for opiate use, Desipramine for cocaine use and Sertraline for
benzodiazepine use. Use the general guidelines for determining whether
6. Drug screening test. Count the number of times the patient has had
his/her recent drug use measured using a urine test, blood test or
(sometimes) a hair analysis. NOTE: HIV/AIDS screening tests should be
counted in the medical section. Use the general guidelines for determining
whether the visits or services were "In-Program" or "Out-Program."
General Notes for Questions seven to 10:
each case.
for NA, CA or even medication; these visits (if they have been based on referrals
from the treatment program) should be counted here. Use the general guidelines
for determining whether the visits or services were "In-Program" or "OutProgram."
7. Drug education. This is a session with the primary purpose of providing
medical and/or psychological education about drug use and its effects.
NA, CA and group therapy meetings should not be counted here since
their purpose is much broader. Film sessions regarding the problem of
drug users, such as denial, relapse, etc., should be counted here.
8. NA and CA. Narcotics Anonymous and Cocaine Anonymous meetings
should be counted together since they have largely the same purpose.
Remember, NA and CA meetings that are not located at the treatment
program are still counted; further, if they are conducted by program
personnel or personnel hired by the program for that purpose, they are
counted as In-Program meetings.
9. Relapse prevention. Relapse prevention meetings refer to the use of
specific behavioral and cognitive techniques designed to prepare the
patient for situations that will trigger the desire to use drugs in the natural
environment. In order to be counted here the meeting or session must be
devoted to these techniques rather than simply a discussion of the natural
environment following treatment.
It should be noted that many programs hold generic relapse prevention meetings
for both alcohol and drug problems/patients since the problems of readjustment
are quite similar. If the relapse prevention meeting is generic in nature and the
patient in question has only one of the two problems (drugs or alcohol), then his
67
visit should be counted in only one place on the TSR (either alcohol question
nine or drug question nine). If the meeting is generic and the patient has
problems with both drugs and alcohol, then the visit should be counted in both
places on the TSR.
discussion that was pertinent to the patient's drug problem with any
program members other than in the meetings and sessions recorded in
items seven to nine since visits to these individuals will have been
recorded in those items.
Legal Problems
1. Days incarcerated. Enter the number of days the patient spent in jail,
detention center, holding area or police lockup. This does not mean simple
arrest; it means being held or incarcerated for at least the majority of a day
and/or overnight.
2. Days of illegal activity. Enter the number of days the patient engaged in
crime for profit. Do not count simple drug possession or use. However, do
include any crimes committed for the purpose of obtaining drugs.
General Notes for Question three:
a. This question refers to the number of times during the past week -- not the
each case.
for legal counseling; these visits should be counted here. Use the general
guidelines for determining whether the visits or services were "In-Program" or
"Out-Program."
3. Contacts with justice system. Many substance abuse patients have a
range of legal problems confronting them concurrent with treatment.
Often, treatment programs will assist the patient.
Record under "In-Program" the times a program staff person contacted any
member of the legal system (police, lawyer, parole/probation, court officer, etc.)
for the purpose of assisting the patient with a legal matter. These visits should be
broken down by the nature of the contact -- letter, phone call, visit.
Record under "Out-Program" any contact with the legal system made either by
the patient (unaccompanied by a program employee) or by a member of some
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other organization or agency.
4. Significant discussions. Record the number of times participating in a
discussion that was pertinent to the patient's legal or criminal problems
with treatment or service providers other than in the meetings and
sessions recorded in item three. These discussions should be recorded
separately for individual sessions and group sessions for "In-Program" vs.
"Out-Program" discussions.
Family/Social Problems
General Introduction.
The family and social problems section of the TSR (and the ASI) are among the
most difficult to standardize due to the inherent complexity of the situations, the
interactions of alcohol and drugs and the different normative situations faced by
the patients. For example, the definition of who is a family member is by no
means uniform. Often, a patient will have been raised by, and feel close to a
step-parent, grandparent, aunt or even a neighbor -- sometimes not seeing
his/her biological parents until well into their teenage years. The marital
relationships can be even more difficult to judge, as in the case where a patient is
married to one woman, has been living with another for an extended period of
time, but has become recently involved sexually with another. As a general rule,
a family member will be someone with whom the patient has had a longstanding, supportive, reciprocal relationship. This will not be restricted to blood or
marital relatives.
A second issue is the definition of a problem. A large number of patients will
report being separated from a loved one and being depressed about it. For the
purposes of this form, we will count this as an emotional problem (in the
psychiatric section) and we will restrict our definition of family/social problems to
those problems that arise through contact or interaction. This means that a
patient cannot have a "problem" with a family member during the past week
unless they have had some interaction. Obviously, this will be very difficult to
judge in those cases where the patient has been ejected from his home due to
family problems but, because of this, has been out of the family environment over
the past week. If the patient has tried to make contact and this was refused or
rebuffed, this should be counted in this section. If no attempt at contact was
made, then we have taken the position not to record a family problem and the
problematic moods and feelings that the patient is experiencing are best
recorded under the psychiatric section. Of course, this is not intended as the
"correct" definition of family/social problems. Many other equally tenable
definitions could have been used. We have opted for this definition since it is
amenable to measurement and is consistent with the ASI definition in the
family/social section.
1. Days of problems. Be sure to stress that you are interested in the number
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of days the patient had problems in getting along with family members,
friends, and acquaintances (e.g., neighbors, co-workers, etc.). Do not
count loneliness and boredom here (see below). Stress that these should
be significant problems, not simply misunderstandings or a brief, cross
word. Do not include problems that were related directly to the use of, or
withdrawal from, alcohol or drugs; these problems should be counted
under the alcohol and drug sections. In general, if the problem would not
have occurred except for the drug/alcohol problem, then it should not be
counted here. Please follow the guidelines specified in the introduction of
the manual.
2. Days of loneliness/boredom. Record the number of days that the patient
experienced significant periods of loneliness (the inability to connect with
other people, to make or keep friends) and/or periods of boredom where
the patient had nothing meaningful or interesting to do. Inactivity and lack
of personal contact are not sufficient to be counted as loneliness or
boredom. These periods should be bothersome or problematic for the
patient. Stress that you are interested in extended parts of the day, not
merely short periods within a generally satisfactory day of activities.
General Notes for Questions three and four:
each case.
b. Often a session in this area will cover more than one topic (e.g., marital, family
and social relationships). These visits should be counted for each of the areas
where there has been a significant impact on the patient (please see guidelines
in the introduction of this manual).
c. Patients and their families are often referred outside the program for services
of this nature (marital therapy, couples counseling, counseling about a problem
child, etc.) Please record these sessions separately for "In-Program" and "OutProgram" locations.
3. Family session: family present. Please record each session or discussion
that the patient had with a treatment provider that focused on the family or
marital problems of the patient -- and which included a member of the
patient's family. This could include the full family or simply couples
therapy. Record those visits to a staff member or agency whose duties are
primarily dedicated to family or couples counseling (usually a social
worker, psychologist or nurse with special training and experience in
family therapy issues) separately from visits to a general counselor who
would perform a full range of services for the patient.
4. Family sessions: family not present. Please record each session or
discussion that the patient had with a treatment provider that focused (at
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least in part) on the family or marital problems of the patient -- but did not
include a member of the patient's family (that is, a session in which the
patient talked about his family problems but the family members were not
present). Record those visits to a staff member or agency whose duties
are primarily dedicated to family or couples counseling (usually a social
worker, psychologist or nurse with special training and experience in
family therapy issues) separately from visits to a general counselor who
would perform a full range of services for the patient.
Psychiatric/Emotional Problems
1. Days of problems. Be sure to stress that you are interested in the number
of days the patient had significant emotional problems or "problems with
your nerves." These problems would generally be depression, anxiety,
cognitive confusion (i.e., getting your mind to do what you want it to),
seeing or hearing things that aren't there, trouble controlling violent
tendencies. Stress that these should be significant problems, not simply a
brief period of emotional discomfort. Try to have the patient separate
these reported problems from the emotional changes and mood swings
that often occur associated with the use of, or withdrawal from, alcohol or
drugs. These problems should be counted under the alcohol and drug
sections. In general, if the problem would not have occurred except for the
drug/alcohol problem, then it should not be counted here. Please follow
the guidelines specified in the introduction section of the manual.
2. Days hospitalized. Record the number of days the patient spent as an
inpatient on a ward or program where the primary treatment was for
psychiatric/psychological problems. Note: Many patients receive
psychiatric treatment as part of primary treatment for alcohol, drug or
medical problems. Days counted here should be counted only if the
primary treatment focus for the ward or program was psychiatric illness.
Please record these sessions separately for "In-Program" and "OutProgram" locations.
3. Psychological testing. Record the number of times the patient was given
either performance-based or paper and pencil testing for emotional or
cognitive problems. This will not include vocational or education training -just tests designed to qualify emotional or cognitive function. IQ testing
that occurs in the context of an employment or pre-employment evaluation
should not be recorded here. However, if IQ testing is recommended in
the context of a psychological evaluation of cognitive competence, it
should be counted here. Please record these sessions separately for "InProgram" and "Out-Program" locations.
4. Psychiatric medication. Record the number of days any prescribed
psychotropic medication was actually taken for symptoms such as
depression, anxiety or hallucinations. The question is designed to
document the incidence of symptoms severe enough to warrant
medication in the opinion of a physician; therefore, the medication must
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have been prescribed currently for the disorder in question. Use of a
previously prescribed medication or for a different reason should not be
counted. Note also that the days the medication was actually taken should
be recorded, not just the number of days the medication was prescribed.
Please record these sessions separately for "In-Program" and "OutProgram" locations.
General Notes for Questions five and six:
each case.
b. Often a session in this area will cover more than one topic (e.g., psychological
and family problems). These visits should be counted for each of the areas
where there has been a significant impact on the patient. (Please see guidelines
in the introduction of this manual.)
c. Patients are often referred outside the program for services of this nature
(individual counseling, psychological testing, evaluation for medication, etc.)
Please record these sessions separately for "In-Program" and "Out-Program"
locations.
5. Relaxation training; biofeedback. Record the number of sessions that the
subject practiced or rehearsed a form of behavioral therapy for relaxation
such as biofeedback or relaxation training. The patient must have actually
performed the therapy for it to be counted. While for many patients prayer
has a relaxing quality, this should not be counted here.
6. Behavior modification. Record the number of sessions that the subject
practiced or rehearsed a form of behavior therapy designed to provide
insight to the patient's behavior, to illustrate common behavioral problems,
etc. The patient must have actually performed the therapy for it to be
counted. This item is designed to record behavioral treatments/therapies
designed to address psychological problems, not simply alcohol/drug
problems. Therefore, behavioral sessions devoted to relapse prevention
should not be counted here, but should be counted in the alcohol/drug
sections. Record those visits to a staff member or agency whose
specialized duties are primarily dedicated to psychiatric counseling or
therapy (usually a psychiatrist, social worker, psychologist or nurse with
special training and experience in psychotherapy) separately from visits to
a general counselor who would perform a full range of services for the
patient.
discussion that was pertinent to the patient's psychological/emotional
problems with treatment providers other than in the meetings and
sessions recorded in items two to five. These discussions should be
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recorded separately for individual sessions and group sessions for "InProgram" and "Out-Program" visits.
Other Services Addendum to the TSR
This section of services and activities (as well as others that could be of local
interest) may be included as an addendum to the standard TSR. The questions
included here are not part of the standard form although they may be of use in
specific applications.
How many times in the past week have you: IN-PROG OUT-PROG
1. Received a session of recreation (active movement or play)? __/__ __/__
2. Received a session where arts, crafts or hobbies were being taught?
__/__ __/__
3. Attended an event (sporting or entertainment event) not associated with
alcohol/drug use? __/__ __/__
4. Attended a patient government or organization meeting? (for example, an
AA/NA organizational meeting) __/__ __/__
General Notes
each case.
b. Often sessions will cover more than one topic. These visits should be counted
for each of the areas where there has been a significant impact on the patient.
(Please see guidelines in the introduction to this manual.)
c. Patients are often referred outside the program for services of this nature
(recreational activities, etc.). Please record these sessions separately for "InProgram" and "Out-Program" locations.
1. Recreation sessions. This item is designed to record the number of active
sessions of recreation received by the patient -- for "In-Program" and "OutProgram." These should be scheduled sessions by a treatment provider or
in the context of rehabilitation services provided by an agency or program.
It is not simply a record of the number of basketball games played during
the week.
2. Hobbies and crafts. Record the number of passive or sedentary recreation
sessions received by the patient (hobbies, arts and crafts, etc). These
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should be scheduled sessions by a treatment provider or in the context of
rehabilitation services provided by an agency or program. It is not simply a
record of the number of times the patient practiced his favorite hobby on
his own.
3. Entertainment. Please record the number of entertainment events
attended by the patient as part of an organized rehabilitation program.
These should be organized outings by a treatment provider or in the
context of rehabilitation services provided by an agency or program. It is
not simply a record of the number of times the patient attended an
entertainment event on his own.
5. Patient government. Please record the number of patient government
sessions attended by the patient. These should be meetings run by the
patients in which the business of the treatment community or the patient
population is the focus of the meeting. These will almost always be
inpatient sessions but it is possible that patient government sessions can
be part of outpatient treatment as in the case of NA or AA organizational
meetings (sharing and chairing sessions).
Progress Notes
Overview
The features in Progress Notes will allow you to automate many of the laborious
documentation tasks you may now perform, as well as help you organize and
maintain records in a clear, concise manner. To eliminate the need to retype
frequently used notes, Progress Notes will allow you to select from a
predetermined list of personal and/or group statements. It will even, in the case
of group notes, simultaneously add identical statements for multiple clients. In
addition, Progress Notes will document your billable hours by session, client or
clinician and offer printable summaries of each. Finally, to ensure that your
documentation accurately reflects your client's ongoing treatment issues,
Progress Notes provides immediate access to your client's current treatment
plans, allowing you to review the status of all Problems, Goals, Methods and
Objectives.
Client Search
You can easily find the client you are looking for by entering text in the “Begins
with or matches:” text box and clicking on the “Search” button. By default the
criteria is set to the last name of the client. The search criteria can be changed by
clicking one of the other radio buttons to switch to “SSN” or “Client Ref.#”.
Clicking on the “Display All” button will retrieve all active clients.
Select a Note to View or Edit
Once a client name is selected, all the notes for that client will be displayed in the
notes grid toward the bottom of the page. Selecting a note and clicking the “View
Note” button will display the note. To edit the note, just click the “Edit” button.
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After making changes to the note, click the “Save” button. Note: If the user is not
the creator of the note and not a Super Admin on AccuCare, then the note
cannot be edited.
Progress Notes Filters
Progress notes can be filtered by Date Range, Code and Session Type. One or
more filters can be used at a time. The more filters used, the more the grid will
filter down to find the Progress Note that is being searched for.
Date Range Filter
The date range filter allows for ease of finding notes that occurred in a specific
date range. Dates may be entered by typing or by using the associated calendar
control. The dates must be in a valid format (mm/dd/yyyy) for the filter to
function. If one of the date filter fields is left blank the blank box will act as a
boundless filter. For example, if the there was a date in the first field of 1/1/2005
and not a date in the second, it would display all notes for the client on and after
1/1/2005.
Code Filter
Allows for ease of finding notes by specific code. Each time a letter is typed the
filter will run and filter down the list further. The filter will find letters that are
located anywhere inside the code and not just from the beginning.
Session Type Filter
Allows for filtering the notes by specific session types. Each time a letter is typed
the filter will run and filter down the list further. The filter will find letters that are
located anywhere inside the session type and not just from the beginning.
Filter Reset Button
The “Reset” button will clear all filters that have been entered and display all the
notes for the selected client. It will however retain the sort order in the progress
notes grid.
Sorting Progress Notes
Each heading in the Progress notes grid is sort able by clicking in the box of the
heading. An arrow indicating the sort order will appear to the upper right of the
heading box indicating that column is sorted by ascending (arrow pointed up) or
descending (arrow pointed down). The default sort order is descending by date.
Only one column at a time can be sorted.
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Add a Progress Note for an Individual
Select a client and click on “Add Individual Note” and a new screen will appear.
Select the Co-Facilitator (optional), session start and end times, type of session,
date and note in the appropriate fields as needed. To add the progress note to
the client's file, as is, click Save. If you want to add a predetermined statement
from the available list, click on Statements. Review the note in the Progress Note
box and click "Save".
Add a Progress Note for a Group
Click the “Add Group Note” button and a new screen will appear. Select the
group you want to add the note to. If there are clients that you do not want to
add the note to, you can exclude them by clicking the “Exclude” check box to the
right. Click the “Next” button and a new screen will appear.
Select the Co-Facilitator, session start and end times, type of session, date and
note in the appropriate fields as needed. To add the progress note to the
selected clients’ file, as is, click Save. If you want to add a predetermined
statement from the available list, click on "Statements". Review the note in the
Progress Note box and click "Save".
Delete a Progress Note
Select the note in the notes grid and then click on the “Delete” button. A prompt
will appear stating “Are you sure you want to delete the selected Progress Note”.
Click “Ok” and the note will be deleted. It is also possible to delete the note while
viewing it by clicking the “Delete” button on that screen. Note: If you are not the
creator of the Progress Note or Super Admin or do not have delete file
permission you cannot delete the Progress Note.
Print Progress Notes
On the progress notes grid, clicking the “Print Selected” button will enable
printing of all selected progress notes in the grid. By default just the highlighted
progress note will print. Clicking the boxes under the “Print Selection” in the grid
will allow for multiple progress notes to be printed. There is also a master print
selection check box under the heading that can select and unselect all notes.
Once the “Print Selected” button is clicked, a menu will appear with additional
options of date order and output of either printer or preview. Individual notes can
also be printed when they are viewed by clicking the “Print” button on that
screen.
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Statements Listing Screen
Select Statements by Personal or Group Reference
Click on "Add Note" after choosing the preferred client. Type comments in the
Note box or go directly to the Statement key. You can choose either Individual or
Group statements.
Add New Statements
This will allow you to add new statements to your list. Select Individual or Group
and Click "Add Note".
Edit Current Statements
This option will allow you to modify existing Available Statements in the Available
Statements list.
Delete Statements
Choose the Statement from the Available Statements box you wish to delete.
The statement should now appear in the Add or Edit window. Select the "Delete"
Key.
View Treatment Plans
If you have licensed the Treatment Plan application, Progress Notes will allow for
you to go to treatment plans and view the recommended plan for a particular
client. This is very helpful in recording accurate, meaningful progress notes.
View Treatment Plans
Select "Add Note". Then click on the “Tx Plans” button to view treatment plans.
Cancel the Note
To cancel the note you are working on, click on the “Exit” button.
Follow-ups
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Follow-up assessment is done after the initial assessment of the client. Based on
information gathered from the intake assessment, the follow-up will determine the
progress that is being made by the individual client or group. A composite Score
report (Manager Reports) can be calculated from these assessments.
All configuration of the Follow-ups can be done from the Follow-up setup, under
the OR Setup in the Setup menu on the main page.
To begin a Follow-up assessment, select the Follow-up Group from the drop
down box. From the drop down box, All Clients can be shown or clients can be
filtered by a specific group.
Check "Follow-ups Due Only" if you wish to look at Follow-ups due. Use the
"Determine follow-up schedule" selection fields in the drop down boxes to setup
the schedule.
Select Questionnaire Type from the drop down box. These fields are dependent
on the licenses you have enabled. Choices include: Adolescent, Adult ASI Lite,
Adult, Adult JCAHO, BSAP and Criminal Justice.
New Follow-up. Select this button to start a new follow-up assessment. The
interview questions are from the following life areas: General, Medical,
Employment, Drug/Alcohol, Legal, Family/Social and Psychiatric.
Additional Follow-up. This button will be enabled after a follow-up assessment
was added.
Modify Follow-up. Any follow-ups can be edited with this option.
Delete Follow-up. Any follow-up can be permanently deleted.
Exit. Go back to the AccuCare Main Menu.
Discharge Summary
When a client is discharged from the treatment program, the User can enter
client information in the following fields: Axis I through V diagnosis and
description, Discharge Date, Goals Attempted, Goals Met, Summary, Aftercare
Plan and the Reason for Termination. A discharge summary should be entered
for each assessment given to a client. Once complete, the Summarized report
can be Previewed or Printed.
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Data Query
The Data Query allows you to filter out only relative data base information that
you wish to view.
Query Type selects from 14 databases available to pull information from. These
are: Assessments, Follow-ups, Treatment Plans, Progress Notes, Discharge
Summaries, TEDS Data, MHSHIP Survey, Research Agreements, Treatment
Services Reviews, Placement Analysis, Continued Stay Assessment, Continued
Stay Review, Treatment Plan Review and Supplemental Questions.
Sub Type narrows the scope of the database to search from. Most of the Query
types use the Sub Type: Adolescent, Adult ASI Lite, Adult, Adult JCAHO, or
BSAP.
Get Latest Data. This button is important to ensure that your most current
database information has been updated and used for this query. This may take a
minute to process and will require user input to progress through each database.
Queries can be named and saved for future use. In order to run a Saved Query,
you must have the proper Query Type and Sub Type selected for the Saved
Query to be present from the drop down list. Once a Saved Query is selected,
click Preview to see the result or Print to output it to a printer.
To set up a New Query, click the Next button. Double click the database records
you wish to include in your query to move it to the Selected text area. When all
the fields are chosen, click Next to move to the next page. Here you can sort the
data by field in ascending or descending order.
Add Criteria. This button allows additional filtering to the query. It can be used,
for example, to see only clients with Admission Dates before or after a given date
or to show only a certain gender, etc.
Delete Criteria. Check the Criteria you wish to delete then click Delete Criteria.
Preview. Displays the query information you have setup.
Print. Prints the query information to a printer.
Save to Excel. This option outputs the query information to an Excel
spreadsheet, which can be opened and viewed or saved to your hard disk.
Save to Text. Outputs query information to a Notepad text file.
Save. Saves the query for future use.
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Reset. Clears the Sort Order and Ascending/Descending Direction currently set.
Cancel. Clears all of the Selected Query fields and takes you back to the first
Data Query page. Be sure to save your query before clicking Cancel if you intend
to use it again in the future.
Tech Note for Data Query Provider Identification (PID):
A PID Data Query field was added to Accucare Version 8.1.3 Therefore when
using the PID field as a Data Query filter, the PID information will not be available
for data base records that existed prior to March 2005.
Supplemental Questions
The software presents a variety of menu choices, which allow you to:
Ask a subject a battery of questions and record his or her responses in the
software program.
Up to 9 additional supplements can be created for each Assessment.
Edit those response later in the event you made a mistake or
typographical error in the collection of the data.
Preview and Print professional looking copies of the Question and Answer
report using the header you design in the "Setup" module.
Set Up for Supplements:
Select Questionnaire Type. All the supplements done are associated with
different Questionnaire types. Client type should be selected before selecting the
supplement type. You may do this by selecting the client type from the drop down
in the upper left corner of the Open Supplement screen.
You may choose to set the default questionnaire type by returning to the Main
Menu and clicking on the Set-up pull down menu. From there, click System
Options and then Default Assessment Type. You may then set the default by
clicking on the Change Value button.
(Grayed-out questionnaire types mean that you have either not included these
modules as a part of your purchase, or they have not yet been authorized.)
Select Supplement Type. Because the AccuCare system is capable of handling
multiple supplement types, you must first select the type of supplement you want
to perform. You may do this by selecting the Supplement type from the drop
down below the Questionnaire type drop down in the Open Supplement screen.
Currently the only supplement type available is American Indian/Alaskan Native.
Perform a New Supplement on a Client
This feature is available for doing the initial supplement. To do a New
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Supplement, choose the Supplemental Questions from the File drop down in the
main menu to access the Open Supplement screen. The Open Supplement
screen can also be reached through the Assessments section by clicking on the
Supplement Questions button in the Recommendation for Treatment section.
Once the client is selected, all the assessments done on the client will be listed.
When there are no supplements done for a particular assessment, the New
Supplement button will be enabled. Clicking on the New Supplement button will
take you to the Supplemental Questionnaire screen, where you will begin
entering information for the new supplement.
Perform an Additional Supplement on a Client
This feature is available for clients who may already have an initial supplement
on file. To add an additional supplement, choose the Supplemental Questions
from the File drop down in the main menu to access the Open Supplement
screen. The Open Supplement screen can also be reached through the
Assessments section by clicking on the Supplement Questions button in the
Recommendation for Treatment section. Select the client name and check to see
the appropriate questionnaire type and supplement type is highlighted in the
upper left box. Then choose the Additional Supplement button. This will take you
to the Supplemental Questionnaire screen, where you will begin entering
information for the new supplement.
Modify an Existing Supplement
To change the information contained in an existing evaluation, select
Supplemental Questions from the File drop down in the Main Menu to bring up
the Open Supplement screen or the same can be reached from the Assessments
section. Choose the client from the list and check to see the appropriate
questionnaire type and Supplement type is highlighted in the box at the upper
left. Then select the Modify Supplement button. This will take you to the
Supplemental Questionnaire section. You can then select any question to modify
by reentering values or changing the options.
Delete a Supplement
Supplements can be deleted in three different ways.
To delete all supplements for a particular client, return to the Main Menu and
click on the Client Intake/Administration from the File pull-down menu. After
searching for the client who's supplements you would like to delete, click on the
name of the client to be deleted from the list of the clients displayed. Click Delete
to delete the entire record for that client permanently.
To delete all the supplements for a particular assessment, return to the Main
Menu and click on the Assessments section. Check to see if the appropriate
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Questionnaire type is selected and choose a client and highlight the assessment
to be deleted. Click on the Delete Assessment button to permanently delete the
assessment. This will delete all the supplements associated with that
assessment.
To delete individual supplements, choose the Supplemental Questions from the
File drop down in the main menu to access the Open Supplement screen. The
Open Supplement screen can also be reached through the Assessments section
by clicking on the Supplement Questions button in the Recommendation for
Treatment section. Check to see if the appropriate Questionnaire type and
Supplement type are selected from the drop down boxes. Select the client and
highlight the supplement to be deleted. Click on the delete Supplement button to
delete the Supplement Questionnaire permanently. Users with delete permission
denied cannot delete the supplements and should contact their administrator for
further assistance.
Preview Supplement Reports
To preview the Questions/Answers Report reach the Open Supplements screen
through one of the two ways mentioned above. Check to see if the correct
Questionnaire and Supplement is chosen. Click the Preview button to view a
copy of the interview questions and subject’s responses.
Print Supplement Reports
To print the Questions/Answers Report reach the Open Supplements screen
through one of the two ways mentioned above. Check to see if the correct
Questionnaire and Supplement is chosen. The Q&A report will provide you with a
copy of the interview questions and subject’s responses. Select the Print button
when you are ready to send it to a printer. The standard Windows printer
selection dialog box will appear. Check to make sure the information is correct
before choosing OK
TEDS (TOPPS II Common Core Items)
The Treatment Episode Data Set (TEDS) was developed by the Treatment
Outcome Pilot Project Enhancement (TOPPs) interstate steering committee to
tap domains that will be addressed by all states participating in the TOPPs II
project. It provides a set of 27 core items, which address critical issues common
to many substance abusing individuals: housing, employment, pregnancy and
parenting concerns, legal issues and current use of substances. TEDS yields
descriptive statistics that can be used to compare treatment outcome at the
provider, state or national levels. For more information about the TEDS, turn to
the web at www.samhsa.gov.
Admission Record.
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Allows the user to enter new TEDS data for a client.
Add. Select "Add" to enter new admissions TEDS data for a client. Multiple
Admissions can be added to one client.
Modify. Select "Modify" to modify an existing Admission.
Delete. Select "Delete" to permanently remove Admission data from a clients
record. You will be asked to verify the deletion before continuing.
Preview Report. Select "Preview Report" to view a clients TEDS/TOPPS report.
Print Report. Select "Print Report " to send the Report to the printer.
Exit. Selecting "Exit " will take you to the TEDS main menu.
Discharge Record.
Allows the user to Discharge the client from treatment.
Add Discharge. Select "Add Discharge" to enter clients Discharge information.
Modify Discharge. Once client has bee Discharged, information may be edited.
Delete. Select "Delete" to remove Discharge information. You will be asked to
verify the deletion before continuing.
Preview Report. Select "Preview Report" to view a clients TEDS/TOPPS report.
Print Report. Select "Print Report " to send the Report to the printer.
Exit. Selecting "Exit" will take you to the TEDS main menu.
Follow-up Record.
After client has been Discharged, a follow-up TEDS can be entered.
Add Follow-up. Select "Add Follow-up" to add a TEDS follow-up entry.
Modify Follow-up. Once a Follow-up has been reported, the information may be
modified here.
Delete. By selecting "Delete" the Follow-up report will be permanently deleted.
You will be asked to verify the deletion before continuing.
Preview Report. View the Follow-up report.
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Print Report. Send a hard paper copy of the report to the printer.
Exit. Return to the Main TEDS menu.
Return To Main Menu.
Return to the AccuCare Main Menu.
MHSIP Consumer Survey
The Consumer Survey included in your software package was developed by the
Mental Health Statistics Improvement Program (MHSIP) as part of its ConsumerOriented Report card. It is a short client self-report scale, which measures
general satisfaction, access to services, appropriateness of treatment and
outcomes of care. The MHSIP is currently being utilized by many statewide
mental health care systems and has been adapted for substance abuse. It can
be used with both adolescents and adults, and scores can be compared across
different populations and provider sites. For more information about this
instrument, visit MHSIP online at www.mhsip.org
Mental Health Stat Program Survey (File Menu)
Begin by selecting the " Questionnaire Type " you intend to conduct.
Select the client who is providing information for the Survey.
New Survey. This selection starts a new 21 question survey for the clients
feedback. Responses range from 1. Strongly Agree to 6. Not Applicable. Multiple
Surveys may be filled out for each client.
Edit Survey. Select which MHSIPS Survey to Edit, if there is more than one. Edit
Survey will allow the Questionnaire to be modified.
Delete Survey. This option will permanently delete a MHSIPS Survey. You will be
asked to verify the deletion before continuing.
Preview Survey. Preview a printable form of the MHSIPS Survey.
Print Survey. Print a hard paper copy of the MHSIPS Survey.
Exit. Back to AccuCare Main Menu.
Archive Clients
Select the File menu and go to Archive Clients.
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This section allows you to archive or re-active clients in the database. Except in
"Client-Intake and Administration", archived clients will not be listed in any other
areas of AccuCare. In Data Query and Manager Reports, Users have option to
include Archived clients in their queries and reports. However, archived clients
still exist in the database and can be re-activated any time.
Archive Clients - Page 1
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Archive Clients - Page 2
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In Page 1,
Clients can be searched by
Last Name, SSN, or Client Reference Number AND/OR
Clients who have had no clinical and/or billing activity OR Clients who
have had no clinical and/or billing activity since a certain date
From the search result, select a client or multiple clients that you need to work
with. Click “Next” to go to the next page.
In Page2, the selected clients can be archived or re-activated. Click “Finish” to
save and exit to main menu.
Export
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Export to STARS
The below information will outline the general use of how to export supplement
files from AccuCare and import them in the SD STARS system.
Probably the most commonly used feature of the Stars Export page in AccuCare
is the “Export All” function. It is intuitively designed for ease of use by automating
exportation of supplements.
Export All
Export All only exports supplements that have not been exported previously
or client supplements that have been updated. A specified date range can
be selected, if no dates are chosen then it will export all supplements.
How to Export All
1. To export all supplements the Export > All radio button should first be
selected (It is selected by default when the page loads).
2. Specify the date range at the top (if desired) and hit the Export button
that is at the bottom of the screen.
3. After selected export you will be prompted to save the Export file to your
computer. (See Below)
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4. Hit Save and then specify where you would like to save it on your local
computer or network drive and then hit save. (You may want to create a
specified folder to save the file in.)
Export Selected
Export Selected allows Specific supplements to be exported including those
that have already been exported previously.
How to Export Selected
1. To export selected supplements the Export > Selected radio button
should first be selected.
2. Next, specify the “Start Date” and “End Date” at the top (if desired).
3. Then select what supplement type is desired.
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4. Next select how to search for the supplement using the “Search By”
options (Last Name, SSN, Client Ref. ID). If no search is required, clicking
“Display All” will display all the supplements in the database (including all
those that may have been already been exported).
5. Highlight supplements that are requested to be export and then hit add.
(Holding down the CNTL or Shift key allows highlighting of multiple
supplements).
6. If a supplement was added to the bottom window that is not desired,
highlighting that supplement and hitting “Remove” will remove just that
supplement. If all supplements are not wanted for export, hitting “Remove
All” will remove them all.
7. Hit “Export” at the bottom of the screen.
8.
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The below prompt to save the Export file to your computer will appear.
9. Hit Save and then specify where you would like to save it on your local
computer or network drive and then hit save. (You may want to create a
specified folder to save the file in.)
Importing into STARS
After exporting the STARS file from AccuCare, you will need to log into the
South Dakota STARS system to import that file.
1. Log in to the STARS system and click on “Utilities” and then click on
“Batch Load."
2. Next click on the “Browse” button to the right of the screen and find the
file you exported from Accucare on your computer. Highlight the file, hit
“Open” and then hit Upload on STARS.
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3. If the file was imported successfully you will not get an error message on
STARS. (if re-importing a client supplement that has been updated an error
will generate, however it will update that supplement in STARS)
Tips for Exporting/Importing to STARS
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More than one Admission or Discharge supplement cannot be imported at
a time for the same client.
Each Discharge must have a corresponding Admission supplement
(cannot have two discharges for the same Admission supplement).
The “Client” supplement is the only supplement that can be updated via
importation into STARS, all other supplements must be manually updated
in STARS after they are imported if it has been changed in AccuCare.
“Export All” only exports supplements that have not been exported or
“Client” supplements that have been updated since last export.
There can be issues on STARS if importing multiple “Income Eligibility”
supplements that contain overlapping date ranges. (The current version
of Accucare prevents the creation of such a scenario).
The SD STARS will only allow for importation/creation of the supplements
in a specific order. That order is Client, Client Income Eligibility, ADA
Admission, ADA Transfer, ADA Discharge. “Exporting All” from Accucare
will export them in this order.
It is possible to export virtually unlimited “Transfers” supplements for the
same client but the transfer dates must be in consecutive order when
importing or creating them in STARS. If the “Transfer” supplement dates
were created out of order on AccuCare the subsequent transfers will be
rejected by STARS when trying an “Export all” since they will be viewed
out of order by STARS. This is because the “Export all” file will output
them in the order that they were created on Accucare. When “Exporting
All”, only the first Transfer would be accepted in this scenario.
If all supplements have been deleted for a specific client in Accucare, a
deleted client supplement will be generated for export. Importing this
deleted client supplement will fail unless all supplements in STARS are
manually removed except the client supplement.
It would be most beneficial to do an “Export All” every day a supplement is
added to prevent any errors from occurring during the STARS import
(remember that “Export All” will only export the supplements that have not
been exported yet, or if a Client supplement has an update).
There are a couple issues within the STARS importation:
If in the Admission Supplement the question “Does the Client have a
Psychiatric Problem” was answered Yes. If the Admission supplement
was created after 7/1/2006 and “Mood Disorders” was selected it will
not allow for the importation.
If for the same question if any or all of the following are selected –
Attention Deficit, Bipolar Disorders, Dementia, Dissociative Disorders,
Fetal Alchohol Effects, Hyper Activity Disorder, or Learning Disorders
and no other specific problem is selected the importation will fail.
Exit
This selection exits AccuCare. While using AccuCare, please remember to exit
the program properly. Not exiting properly (for example, by clicking the "X" box
in the right hand corner of the screen, or exiting Internet Explorer in any other
way) may cause information loss. Also note that improperly exiting AccuCare
does not release the use of a license for it's usage. If a user exits improperly,
then logs in again immediately, he or she will be using two licenses.
Reports
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Client Reports
To print any of the AccuCare reports, select "Client Reports" from the menu. The
computer will offer you a screen entitled, "4 Steps to Printing AccuCare Reports."
You can use your mouse to select options, or TAB and SPACE.
Step #1. Choose Reports: Here AccuCare presents you with a variety of ways
to enhance your assessment narrative. If you choose, you can include a display
of the ASI Composite Scores and Severity Scores. A Question/Answers Report
will provide you with a copy of the AccuCare questions and subject's responses.
Selecting Court Report prints a brief version of the AccuCare narrative. You can
also choose to print a blank copy of the questionnaire.
Check the box for referral letters to print a custom letter you have entered and
saved in the Setup menu. Choose the number of the letter you want to print. The
program will ask you to enter an address field and a salutation.
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Step #2. Select Client: Select the client and assessment to print from the lists of
clients and assessments available. Make sure your choice appears highlighted.
Step #3. Select the life areas of the report to print: Select the sections you
want to include in your printed report. Make sure only the boxes of the areas you
intend to print contain Xs. Otherwise, all sections are automatically selected to
print. You can deselect sections using your mouse.
Step #4. Number of Signature Lines: If you are printing a narrative or court
report, indicate the number of signature bars you want to print. You have the
option of printing just one or as many as four.
Printing
If you want to look at the report on the screen, choose "Preview."
Select "Print" when you are ready to send it to a printer. The standard Windows
printer selection dialog box will appear. Check to make sure the information is
correct before choosing "OK."
Choose "Print to Text File" to save your report as a text file that can be imported
into a word processing application.
For more information on the different types of client reports and how to use them
in conjunction with assessments, see Print Assessment Reports, under
Assessments, under File.
Manager Reports
Selecting "Manager Reports" allows the selection of the following reports:
Cumulative Data Report. This report summarizes data entered during
assessment interviews. You can generate a report on a selected date range. It
allows you fast access to population statistics in a form that is easy to decipher.
It provides a comprehensive overview of information from each Assessment
Type and lists statistics such as Total Client Count, Average Age of Clients, # of
Males, # of Females, Race, Religion, Drug/alcohol problems, etc. This
information can be Previewed, Printed or saved as a Text File.
Output To File. This report allows the client data to be output to disk in one of
the following formats. This report is only available as part of the Outcome
Research Module.
EXCEL SPREADSHEET. This option outputs each data file as a separate
spreadsheet. Because of the column limitations of Excel, all of the fields cannot
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be combined into a single spreadsheet.
GENERAL.CSV Client and presenting information
EMPLOY.CSV Employment information
MEDICAL.CSV Medical information
FAMILY.CSV Family history information
LEGAL.CSV Legal Status
INTRVIE.CSV Psychological Status
RELATION.CSV Family/Social Relationship Status
Select "Get Latest Data" to get the most up-to-date information from the
database. Click on "OK" for each topic as it is processed.
Select "Use" to generate the .CSV files.
NOTE: As the .CSV information is processing, click "OPEN" for each topic you
want to view, as it is processing. Click "Cancel" if you don’t want to view that
particular topic. You must click "OPEN" for each of the 8 topics in order to view
them all.
COMMA DELIMITED TEXT. This option outputs each data file as a separate text
file. A file containing all fields is found in "combinedtext.txt". The file can be
Opened and viewed or Saved to your computer.
Output Selected Fields. This option allows you to choose selected fields and
output them to a single file in either Excel or Comma Delimited Text formats. The
information can be selected from the following Databases: Assessments,
Research Agreement Info, Treatment Services Review and Treatment Plans.
Get Latest Data. Use this button to ensure the most current information is
accessed from the Database.
Save Field List. Saves the Fields you have selected for future use.
Output. Output can be in Excel, or Comma Delimited Text.
Composite Score Report. This summary report rates the severity of seven life
categories of a client or group of clients. The client’s first or last assessment can
be chosen as a baseline and compared to follow-up assessments. The problem
is rated on a scale of 0 (no problems) to 1 (severe problems). Each additional
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follow-up is recorded and the baseline is subtracted from it. The clients (or
groups) change from the baseline is displayed. The higher the negative number
in each life area, the better the client (or group) is progressing. The Composite
Score Report can be Previewed, Printed or Exported to an Excel file.
Clinical Services Reports. These reports show a compilation of Services
provided during a selected period. The Type of Session, Total Time of Session
and Dollar amount of Charges is displayed. The rate of Charges is based on the
dollar value set under the menu item Setup/Session Types multiplied by the time
of the service rendered. Each of the reports columns are now sortable after
clicking view. Upon viewing a report you sort and/or collapse tree views (on
certain reports) and print the report. The Print function will print exactly how it is
ordered and/or collapsed in the view screen.
Reports can be Viewed by picking one of the following services:
Clinician Summary of Services. This report displays a single clinician.
Agency Summary of Services. This report displays all clinicians in the
agency.
Client Summary of Services. This report displays a single client.
Clinician Summary of Services by Client. This report displays the services
rendered for all the clients of one clinician.
Note About All Manager Reports:
As of AccuCare 8.2.0, a colon ( : ) has been substituted for the period ( . ) that
was used to divide hours and minutes in the display of Total Time of Session for
Clinical Summary of Services as well as other areas of Manager Reports. This
better indicates that calculations are based on increments of 60 minutes. In other
words, 4:50 (4 hours and 50 minutes) and 2:45 (2 hours and 45 minutes) would
be a total of 7:35 (7 hours and 35 minutes). Previously, users often
misinterpreted the displayed total of 7.35 (using the period and not the colon) as
an incorrect calculation, thinking the total should instead be 6.95.
Note about Printing Manager Reports:
When printing Manager Reports, the print background color and images option
must be selected in your browser options to print highlighted rows.
Scheduled Follow-ups
Selecting "Scheduled Follow-ups" will allow you to create a report of follow-ups
due or past during the date range selected. Clicking the calendar icon on the
right side of the "Start Date" or "End Date" will open a calender from which you
can select a date for the corresponding field.
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Scheduled TSRs
Selecting "Scheduled TSRs" creates a report of TSRs due during the date range
selected. Clicking the calendar icon on the right side of the "Start Date" or "End
Date" will open a calender from which you can select a date for the
corresponding field.
Forms
Selecting this feature will allow you to preview and print the forms and
questionnaires contained in AccuCare.
Scheduler Reports
Scheduler Reports
Day Report
Week Report
Month Report
Setup
Provider
AccuCare 8 maintains security and privacy through a three level hierarchy of
Provider, User, and Client. Depending on your unique situation, a Provider
could be your primary agency, satellite agency, in-patient/out-patient program,
halfway house, or other unique program.
Setting Up Your First Provider
1. On the Main Menu, locate the menu bar directly under the AccuCare
Logo.
Select the Setup menu and go to the first item Providers This will take you to
the Provider Administration page.
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2. AccuCare initially comes with ‘Default Provider’ as the initial Provider
Name and ‘Default’ as the initial Provider ID. You will need to set up your
Providers here.
3. Click on the ‘Add’ button and enter at least the two required fields of
Provider Name and Provider ID. The example below shows a new
Provider added. The Provider Name is ‘Renewal Halfway House’.
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This Provider ID of ‘RHH01’ will appear in assessments and other records where
either a Provider Number or a Provider ID is required. Use care when creating a
Provider ID so you will be able to easily remember which Provider Name it
represents. Once you click ‘Save’, you will not be able to modify the Provider ID.
4. Click ‘Save’ and ‘Exit’ when finished, or ‘Save’ and ‘Add’ to add additional
Providers. There is no limit to the number of Providers you may have.
Users
The user administration menu allows you to add or change users info, delete
users, view a list of all users, or print a list of all users.
Setting Up Your Users
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1. Return to the Main Menu, locate the menu bar directly under the
AccuCare Logo.
2. Select the Setup menu and go to the second item, Users
You are now at the User Administration page. A User who is a SuperAdmin has
access to this area. Orion creates the first User, usually a SuperAdmin with
permission to access all areas of AccuCare and to all patients in the database.
Users are classified as "Standard" or "SuperAdmin".
SuperAdmin has access to all the areas of AccuCare and to all the patients in the
database.
Standard Uses are further classified into roles:
Clinical Admin
Director
Senior Clinician
Clinician
Low-Level Admin
Each of these roles have default program and patient access. However, the
Super Admin can deny any default program for a standard user. If a default
program access is denied to a User, then that User Role is considered
"customized". Super Admin can also change the default patient level access.
However, some program access levels have requirements for specific data
access levels. In such cases, the Super Admin cannot change the patient level
access.
In the example below, the Super Admin has created a new User. A User could
be a Clinical Admin, Director, Senior Clinician, Clinician, or Low-Level Admin.
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1. First you must create a User ID and a Password. The User ID and
Password will be used to log into AccuCare and to associate a User with
the Client Records created by that User. Each User ID must be unique
and cannot be modified after it is saved. Both User ID and Password are
required fields.
2. For security purposes, if you wish to require the user to create a new
password on their next login, check the "Change Password at the Next
Login" checkbox. When this is checked, the user will be required to
change their password before they can access the system.
3. Next, enter the User’s Full Name and the User’s Title. These will appear
on the first signature line of client reports. Only the User’s Full Name is
required.
4. Three initials are required in the Initials field. If you do not know the user’s
middle initial or if the user has no middle initial, use ‘X’ as the middle
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5.
6.
7.
8.
initial.
From the drop down menu, select the appropriate Provider to associate
with this User.
If you enter a Supervisor’s Name and Title, that information will appear on
the second signature line of printed reports.
Select the User Type. If you select "Super Admin", it automatically
selects "Administrator" for clinical program access and "All patients" for
patient access. If you select "Standard" User type, select the program
level access and patient level access. Some program level access has
requirements for specific patient level access. If you choose to customize
program access, click on customized tab and select the programs that you
would like to deny/allow and move the list to the appropriate select box.
When finished either ‘Save’ then ‘Exit’, or ‘Save’ then ‘Add’ additional
Users.
Manage Permissions
Setting Up Permissions
This area of the hierarchy is optional and in most instances is not initially
implemented until it becomes necessary to allow a User to see the Clients of
other Users that are not already a part of their default access.
1. Return to the Main Menu, locate the menu bar directly under the
AccuCare Logo.
2. Select the Setup menu and go to the third item, Manage Permissions
Selecting Manage Permissions from the drop down menu will take you to the
Grant/View/Deny User Permissions screen.
This is the most complex portion of the program and allows you to control your
User’s access to Client Records they did not create or Client Records that are
not a part of their default permissions. We recommend that initially you set up
default patient level access of your Users.
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3. In Grant/Deny Provider you may Grant or Deny access to all Client
Records associated with a Provider that is not the default Provider for
Users who do not have access to "All Patients" .
4. In Grant/Deny User you may further filter level of Client Record access
with either a Grant or Deny Users, to all Client Records belonging to
another User in the same Provider. In addition, Users may receive Grant
or Deny access to all Client Records of Users in non-default Providers.
Grant/Deny cannot be modified for Users who have access to "All
Patients".
5. In Grant/Deny Client you are able to restrict access down to the individual
Client Record with either a Grant or Deny Users, to an individual Client
Record belonging to another User. In addition, Users may receive Grant
or Deny access to an individual Client Record in non-default Providers.
Patients".
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Group Setup
This feature is provided for use in the Progress Notes module for clinicians who
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use group therapy. By setting up groups, you can create a progress note one
time for all clients in the selected group. The options in "Group Setup" include:
Add New Group. To add a new group, select "Add New Group" from the Group
Utilities screen. Select the group facilitator for the new group. The list of group
facilitators is generated by the list of users who have been entered into the
"User" module, except for level one users. Level one users cannot be group
facilitators because the have no access to any clinical tools. You will then be
asked to assign a group name. Select all the clients that belong to the group by
double clicking on the client from the "Available Clients" list. You will know if a
client has been selected if the name moves to the box titled "Client's Selected for
Group." Click on "Save New Group" to add this group to the list.
Modify Selected Group. To modify a group, select the group to modify from the
list of available groups. Select "Modify Selected Group." You can also change the
name of the group also. Make the appropriate modifications and select "Save
Modified Group."
Delete Selected Group. To remove a group from the list, select "Delete Selected
Group." You will be asked, "Are you sure you want to delete the group?" Select
"Yes" to delete the selected group or Cancel to return to the menu. You must be
a level 5 administrator to delete a group.
Session Types
The Session Type Setup will allow for more concise control of the session types
you use. Some of features include dynamic sorting and filtration as well as the
ability to archive notes. Session Type setup will also allow for editing ALL
sessions that were previously created.
Session Type Creation
Clicking in the “Add” button and then typing in a Session Type Code, Hourly Rate
and Session Type Description and clicking the “Save” button will create a new
Session Type. When creating session types, please be aware that the session
type code and session description are sorted alphabetically. Numbers will not
necessarily sort in the expected order in these columns because of this. For
example, if there are codes of 1,2 and 10, they would be sorted in the order of
1,10,2. To make them sort in the expect order, 1 would have to be changed to 01
and 2 would have to be changed to 02.
Session Type Deletion
Click the “Delete” button to delete other session types; click the “Add” button to
add a new session type. To view all sessions click on "Print".
Note: When a session is deleted, the database will not completely purge the
Session Type from the system. All Progress Notes and Scheduler Events that
were saved under a deleted session will still retain their respective information
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regarding that session. This was done so that manager reports will still
accurately depict the hours billable for a session from Progress Notes. If a
Progress Note is viewed with a deleted session, the archived session will display,
however upon editing, a special “Change” link will appear which will give notice
upon clicking that it is a deleted session and can only be changed to active
sessions.
Deleting a session type and creating a new session type with the same code as
the deleted session type will not assign the progress notes that was originally
assigned to the deleted session type to the new session type. Reusing a code is
not recommended. Use the archival feature for better session type management.
Session Filters
Under each heading (Session Type Code, Session Type Description, Hour Rate
and Archived) there is a text box which will allow for filtration of the Session grid.
The filter under Session Type Code, Session Type Description and Archived will
find letters that are located anywhere inside the text and not just from the
beginning. The Hourly Rate filter will filter by exact values. For example, if 100
is typed, ONLY those sessions with an hourly rate of 100 will be displayed. If
nothing is found in the filters, nothing will be displayed in the grid. Removing
filters will reset the grid and display all session types.
Sorting
Each heading in the Session Types grid is sortable by clicking in the box of the
heading. An arrow indicating the sort order will appear to the upper right of the
heading box indicating that the column is sorted by ascending (arrow pointed up)
or descending (arrow pointed down). The default sort order is ascending by
Session Type Code. Only one column at a time can be sorted.
Archival of Session Types
Each Session Type is achievable by selecting a session and clicking the “Edit”
button. Clicking the “Archived” checkbox and clicking "Save" will archive the
Session Type. This is useful to continue using a session type but not allowing
any other Progress Notes to be created under that Session Type. This will also
allow for flexibility if it is decided to use that Session Type again. If a Progress
Note is viewed with an archived session, the archived session will display,
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however upon editing, a special “Change” link will appear which will give notice
upon clicking that it is an archived session and can only be changed to active
sessions.
Report Heading
Use the "Report Heading" option to personalize your evaluation reports with the
name and address of your organization. To access this feature, choose "Report
Heading" from the Setup menu. The program will present you with a screen that
shows a generic heading. Enter your organization information by typing over the
existing five lines of copy. When you have edited the heading to your satisfaction,
choose the OK button to save the changes. All your assessments will then print
with your personalized heading.
In addition, you can change the title of the Court Report for your special reporting
needs. Enter your new title by typing over the existing "Court Report" title.
Note: You do not need to center the text when editing the Report Heading. The
reports will automatically center the heading for you.
Referral Letters
This is a very flexible feature that many users rely on to automate routine form
letters. The program lets you set up five stock letters. It's a very useful tool for
sending thank-you letters to referral sources and for generating forms or cover
letters to accompany the assessment results.
To enter custom letters that will fit your needs, choose the "Referral Letters" bar
from the Setup menu. The next screen will ask you to choose the referral letter to
edit/view. Click the number of the letter you want to use and choose "Edit."
A standard letter written by Orion Healthcare Technology fills the next screen.
Here, you can edit the existing letter or type an entirely new letter or form.
Standard Windows word processing functions will work here; use them if you are
familiar with them. Or, if you prefer, simply use the Delete key to remove
unwanted text and then retype your own.
When you have finished editing the letter, choose "OK" to save your changes.
The program will save your letter and return you to the previous menu. Repeat
these steps for each letter you want to create or modify.
System Options
This feature allows the user to customize some features in the software. Those
features include:
Data entry mode. For those users who are using AccuCare for research
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purposes, an option has been provided that allows you to input 1 for a "yes"
response and 0 for a "no."
Signature bar option. This will allow the user to add additional signature bars and
assign a name and title to each bar. The program is already designed to
accommodate two signature bars. To add a third line, Enter the name of the
person whose signature will appear on this line . Enter the title of the individual
whose name you typed on "Signature Line 3" and select "Save Answer." Repeat
these steps to create a fourth signature line.
Password Complexity
AccuCare allows the system administrator to define a number of different
complexity options to enhance password security. The options are as follows:
Minimum Length
[Minimum length must be greater than or equal to 5 characters and less
than or equal to 16 characters]
Use Upper Case
[Password must have at least one upper case letter]
Use Lower Case
[Password must have at least one lower case letter]
Use Numbers
[Password must contain at least one number]
Use Special Characters
[Password must contain at least one special character]
In addition, passwords can bet set to expire after a specific number of days, and
the system can remember previous passwords, preventing their reuse:
Password Expiration
[Specify number of days that the password is valid] days
Password Reuse
[Specify the number of previous passwords to remember]
OR Setup
Orion Healthcare Technology developed the Outcome Research program with
two main objectives: 1) to allow for a valid, measurable tool in the evaluation of
client progress; and 2) to allow a means for measuring the effectiveness of the
treatment program itself.
The Follow-up module was created from a collaborative effort of counselors,
treatment centers, and research analysts throughout the country. Based on the
Addiction Severity Index (ASI), the Follow-up module allows research studies to
be designed in a myriad of ways. The software offers a multitude of options in
design of group size, study duration, randomness of client selection, and types of
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questionnaires. The use of standardized initial assessment and follow-up
assessment questionnaires, along with their associated composite scores, allow
researchers to measure a client's treatment change.
The Treatment Services Review offers clinicians/program administrators a
standardized, measurable tool for evaluating the treatment provided by mental
health treatment facilities. By contrasting the Treatment Services Review data
with data collected from the Follow-up studies, treatment facilities will have the
ability to measure the efficacy of overall treatment, as well as to evaluate the
effectiveness of each individual program. In addition, the Treatment Services
Review offers treatment facilities the ability to maintain an ongoing record of both
the type and frequency of services provided to each client.
Follow-up Module
Things to Know:
A research study may be created for any current or future date. It will not
allow retroactive dates.
Multiple research studies may be created, however, no assessment
selection dates (e.g. Starting Date, Last Date To Add New Client) may
overlap. This pertains to research studies using the same type of
questionnaire only. Separate questionnaire types may overlap selection
dates.
Setting Up the Research Study. From the AccuCare Main Menu screen, select
Setup/Or Setup/Follow-Up Setup. This will take you to a screen that will allow
you to set the parameters of your research study.
Establish Follow-Up Group. To establish a research study on a group that
already exists, to change the parameters of a follow-up study on a group that
already exists, or to delete a follow-up group, use the browse buttons (First, Prev,
Next, Last) to select the group (See Also--Locate/View). To establish a research
study using a new group, select Add Group at the bottom of the screen.
Select Questionnaire Type. Use the scroll menu to select questionnaire type.
Follow-up studies will analyze the data from one type of questionnaire per group.
Additional questionnaire types can be simultaneously analyzed by establishing a
follow-up group (with identical parameters) for each type of questionnaire.
Determine Percentage of Clients. Enter the percentage of clients you want the
software to randomly select for follow-up (0-100). Selecting 0% will establish a
follow-up pool of all clients for the duration of the study, though none will be
selected for follow-up assessment. Selecting 100% will establish a follow-up
pool of all clients for the duration of the study, and all clients will be selected for
follow-up assessment.
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Determine The Number Of Clients In Study. Enter the number of clients you
want to include in your study (0-9999). Once the client limit is met, no additional
clients will be selected for that particular follow-up study. Entering "0" will enable
the program to continue selecting an unlimited number of clients (at previously
selected percentage) for the duration of the study.
Establish Beginning/Completion Dates. Enter the date you want the to begin
randomly selecting clients in the Starting Date field box. Enter the date you want
the study to stop randomly selecting clients in the Last Date To Add New Clients
field box. Enter the date you want the study to be completed in the Ending Date
for Follow-Ups field box.
Determine Follow-Up Schedule. In Schedule #1, use the scroll list to select
when you want your first follow-up interview to occur. Schedule #2-Schedule #9
scroll menus are to be used to select both how many follow-up interviews you
want to include in your study, as well as at what intervals the interviews are to
occur. Each schedule box is to be considered time since discharge. For
instance, selecting "6 months" in schedule #3, and "8 months" in schedule #4,
will create the third follow-up interview to occur six months after discharge, and
the fourth interview to occur just two months later--eight months after discharge.
There is a limit of nine follow-up interviews per client/per study.
(Note: If "at discharge" is not selected as Schedule #1, follow-up intervals will be
linked to initial assessment date rather than discharge date)
Notify If Past Due. Select "Yes" if you want the program to notify you when
follow-up interviews need to be performed. Select "No" if you do not want such a
prompt.
Saving The Follow-Up Setup. Select Save after all parameters for a particular
study have been correctly entered.
Terminating A Study. To terminate a study, select the study to be terminated
Via Establish Follow-Up Group. Click Terminate Study. This will reset the ending
date of selected study to the last date a client was selected.
Deleting A Group. To delete a follow-up group, select the group to be deleted
via Establish Follow-Up Group. Click Delete at bottom of page.
Changing Parameters Of A Group. To change the parameters of an existing
follow-up group, select the group via Establish Follow-Up Group. Click Edit. Make
changes to related fields and choose Save.
Locate/View. Click Locate/View to see a current table of all existing groups and
their parameters. Highlight a particular group and then Close screen. The
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highlighted group will then appear as
Established Follow-Up Group.
Print. Click Print to preview/print a report of the selected group's parameters or
the parameters of all existing groups.
Research Agreement Setup
Choose Research Agreement to select either a standard or a custom research
agreement for your study. The selected agreement type will then be made
available for all clients at the time of their follow-up selection. Note: All research
studies will default to the standard research agreement if no selection is made at
the time of setup.
Standard Research Agreement. Select Standard/ Setup Agreement to set up a
research agreement that cannot be modified. Enter the requested information
(Time Period, Place Of Treatment, Study Duration) in the highlighted variable
fields using the TAB key to move between them. Click Save Changes. The
client's name, agreement date, and length of agreement (agreement validation
date) will be automatically entered at the time of the client's selection for followup.
Custom Research Agreement. Click Custom/Setup Agreement to setup a
research agreement that can be modified. You may choose any part or all of the
agreement, then click Save Changes, and your modified agreement will be
presented to all clients selected for that follow-up study. Individual variables
(name of client, dates of study) must be entered at the time of client notification,
however.
Involving The Client In The Research Study
Upon entering a new client's identifying information and clicking Start
Assessment, the interviewer will be notified that the client has been selected for
follow-up. The clinician performing the interview should then explain the purpose
of the study, obtain a verbal contract of the client's willingness to participate, and
click the appropriate response.
Client Accepts. If the client accepts, the program will proceed to the Client
Locator Information Questionnaire. Complete this questionnaire with as much
information as possible and choose STOP. The program will then proceed to the
type of research agreement selected for this study. Preview the agreement for
accuracy, and add any missing information. Once the agreement is completed,
click Save Agreement. Proceed immediately to Print Agreement and have the
client sign. Click START ASSESSMENT to begin formal assessment.
Notification Of Follow-Ups Due
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Upon notification of a follow-up due, the interviewer should return to the
AccuCare Main Menu screen and select Follow-Up.
Follow-Up Group. Select the group to be searched by scrolling through the list
and highlighting the appropriate entry.
Notify If Past Due. Place an "X" in this box to view the client for whom follow-ups
are currently needed. Highlight the client name in the follow-up group and select
View Client Information to view information to help locate the client, as well as to
view a copy of the research agreement. Proceed with follow-up by choosing New
Follow-Up.
Modify Follow-Up. To modify a follow-up assessment that has already begun,
click Modify Follow-Up.
Follow-Up Schedule. To view/print a schedule of all client's follow-up dates, go
to AccuCare Main Menu, click Reports, click Scheduled Follow-Ups.
Graphing The Results Of The Research Study. To graph the results of a
research study, proceed to the AccuCare Main Menu and select Reports/
Manager Reports/Composite Score Report. Use the scroll bar to select The
Follow-Up Group you wish to graph. Select the client you wish to graph by
highlighting and double-clicking, or by highlighting and clicking Select. Select the
type of graph you want the data displayed in by clicking on Tabular Report,
Graphic Report, Or Excel Spreadsheet. Select Output Report.
Treatment Services Review
Setting Up The Treatment Services Review. From the AccuCare Main Menu,
select Setup/ Or Setup/ Tsr Setup. This will take you to a screen that will allow
you to set up the parameters for the Treatment Services Review.
Display Groups. Click Active Tsr Groups to display all TSR groups that are
currently set up for Treatment Services Review. Click All Groups to display all
follow-up groups available in the database.
Select Group. Use the browse buttons (First, Prev, Next, Last) at the bottom of
the screen to select the follow-up group you want to edit/view.
Select Clients For Group. Use the scroll menu to select TSR client parameters
from the follow-up group selected. Selecting All Clients In Pool will generate a
TSR group from all clients assessed during the selected follow-up group's
parameters. Selecting Clients Randomly Selected For Follow-Up will generate a
TSR group from only those clients in the follow-up pool who have been selected
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for follow-up. Selecting Clients Not Selected For Follow-Up will generate a TSR
group from only those clients in the follow-up pool who were not selected for
follow-up.
Note: Selecting clients who will not participate in a follow-up study will allow you
to maintain an ongoing record of services provided, but will not allow you to
measure the effectiveness of those services.
Specify TSR Duration. Enter the number of weeks you want the TSR to
continue. Minimum range is one week; maximum is 20.
Notify If Past Due. Select Yes if you want the program to notify you of TSR's
that are due. Select NO if you do not want to be notified.
Set TSR Status. Select Active, then Save if you want the current group to be
included in your TSR research study. Select Inactive, then Save if you do not
want to include the current group in your TSR research study.
Locate/View. Choose Locate/View to see parameters of all groups that have
been set up for Treatment Services Review.
Print. Click Print to print parameters of the current group selected or to print
parameters of all groups created for Treatment Services Review.
Involving the Client In The Treatment Services Review
When a client is due for a TSR, return to AccuCare Main Menu and select
File/Treatment Services Review. This will take you to a screen that will allow you
to conduct the TSR.
Follow-Up Group. Use the scroll menu to select the follow-up group to be
searched. To view a list of the group's clients with past due TSR's, click Past Due
TSR's Only.
Search By. Select the way you would like clients listed in the search: Name,
Ssn, Client Id.
New TSR. To begin a new Treatment Services Review, highlight the client in the
Search By screen and click New TSR.
Modify TSR. To modify an existing TSR or to complete an unfinished TSR,
highlight the client in the Search By screen, select the Review Date of the record
being modified and click Modify TSR.
Change Date. To change the date of an existing TSR, click Change Date, enter
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the new date and click OK.
TSR Schedule. To view/print a schedule of all client's TSR dates, go to
AccuCare Main Menu, click Reports, click Scheduled TSRs.
Outputting The Treatment Services Review
Question And Answer Report. To generate a printed report of a client's
responses on the TSR, select the client and review date as outlined above. Next,
choose Questions And Answers and Print TSR. (Click Preview TSR to view
report only; click Print To Text File to save the report as a text file that can be
accessed from a word processing application.)
Questionnaire. To generate a printed copy of the TSR, select
Questionnaire/Print TSR. (Click Preview TSR to view the questionnaire on the
screen; click Print To Text File to save the questionnaire as a text file that can be
accessed using a word processing application.)
Client Categories
Select the Setup menu and go to Client Categories.
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To add a new category, Click “New” and enter category code and description.
Category Code is a required field.
An existing category code can be modified or deleted only if no clients belong to
that category. However, category description can be modified for all the
categories. Clients can be assigned to categories in Client Administration
section.
Authorization
The AccuCare authorization feature is generally used only at the time of
installation to activate the software. Choosing this menu item brings up the
authorization screen. It will prompt you to call Orion Healthcare Technology to
obtain the necessary codes.
Password Change
AccuCare allows users the capability to change their own password. To access
this function, select "File" from the AccuCare Main Menu and click "Password
Change".
Users must first enter their old password, then enter the new password twice to
confirm correct spelling. Passwords changed via this method are subject to the
password complexity rules as defined by the SuperAdmin.
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Administrators should note that access to this module is given to all users by
default, but can be denied on a user-by-user basis in the "Customized" tab of
User Administration.
Help
On-line Manual
This selection brings you to the built-in on-line help manual for AccuCare. If
further assistance is required, please contact our customer support at
[email protected] or call 1-402-341-8880 between 8 a.m. and 5:00 p.m.
CST.
Technical Assistance
This selection displays the current ways of contacting our technical support.
Technical support is available by e-mail or telephone. You can contact technical
support at [email protected] or call 1-402-341-8880 between 8 a.m.
and 5:00 p.m. CST.
About AccuCare
This selection displays information about the currently running version of
AccuCare.
Important Tips and FAQs
Minimum Requirements
AccuCare's Minimum Requirements for Server Based Systems
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These are only recommendations. Your Network Administrator needs to
consider future growth when selecting from the suggestions below. (For
example: High volume/high speed operations may require larger servers
than low volume operations.)
Software Requirements:
Windows NT Server 4.0 with Service Pack 6 and Windows NT Option
Pack 4.01
Microsoft SQL 7.02 with Service Pack 4
Minimum Hardware Requirements:
Low volume small network (less than 5 workstations)
512 MB RAM memory
4GB free disc space prior to installation
Installation of SQL Server on a drive other than the drive containing the
operating system
High volume larger networks (usually more than 5 workstations)
1 GB RAM of memory
Excess of 4GB disc space prior to installation
Installation of SQL Server on a drive other than the drive containing the
operating system
Microsoft SQL Server Licensing Requirements:
At least 1 of your SQL Server licenses must be available for use with the
AccuCare database.
A second SQL license is optional for any automated tape backup system.
A third SQL license is optional for your database administrator if they need
separate access.
If you have any questions regarding your SQL licensing requirements in
reference to AccuCare, please contact our technical support department (402341-8880).
1
Other acceptable operating systems are Windows 2000 Server or Professional,
and XP Professional.
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2
More current versions of the database management system are also
acceptable, such as SQL Server 2000 with service pack 3a.
Exit via Menu
Do not quit any AccuCare modules by turning off the computer while the program
is in use. Do not exit AccuCare using File>Close or clicking the "X" box in the
upper right hand corner of Internet Explorer. Make sure you exit the program
using the AccuCare quit or exit features located on the main menu or from the
pull down menu located in "File." This will ensure the user is properly "logged
off". Failure to do this may inhibit other users to access highly sensitive data
through the account. This may also corrupt the AccuCare program.
Clinical and Technical Support
The answers to most technical questions can be found in these help documents.
Please use the search functionality to find information related to your technical
issues.
If you cannot find an answer in these help documents, or have other questions,
concerns or need technical and/or clinical advice please call Orion Healthcare
Technology at 1-402-341-8880.
You may also access our Web site to find answers to your clinical or technical
problems. Go to www.myaccucare.com and click on the support tab.
Protecting your AccuCare Data from
"Malware"
Most users are aware of the need for effective, up-to-date virus protection on
their computers. Just as important is the need to protect your computer and your
AccuCare data from ‘Malware”.
"Malware" (malicious software) is any software that is installed on your computer
(often without your knowledge, or without your understanding of the impact of
what you are installing) that does things you don't want. Commonly known as
“Spyware” or “Adware”, these malicious software programs can cause a variety
of problems.
Some of the common effects of Malware are:
It may change your browser homepage, search engine or favorites
It may install toolbars or other icons on your task bars
It may record keystrokes and other personal/private information from your
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computer
It may slow your Internet access or other computer operations
It may present unwanted commercial advertising (pop-up ads)
It may interfere with the proper operation of other software installed on
your computer
It may corrupt data you are entering in databases by disabling error
checking
The Federal Trade Commission estimates that the average computer has at least
28 different malware software programs installed, all unknown and unrecognized
by the computer's owner. Malware is usually installed on a computer either
through infected email or "free" downloads. The users are enticed into
downloading the free software because it appears to ‘only’ be customized
toolbars, ‘smileys’ for messages, cute cursors for Windows, or a collection of
screen savers. Unfortunately, this free software also intentionally contains the
malware that is purposely written to be extremely difficult to remove.
As an AccuCare user, you should be aware that malware could impact the
performance of any software on your computer, including AccuCare. In
particular, malware may corrupt data you are entering in AccuCare by disabling
error checking.
First, you should always be running a good virus protection program that is
automatically configured to update its virus definition and to scan all incoming
email messages. However, anti-virus software and firewalls will not fully protect
your system against the majority of malware. It is important to also use antimalware software. There are several free versions, such as:
Lavasoft’s “Ad-aware”
http://www.lavasoft.com/
Spybot Search and Destroy
http://www.safer-networking.org/en/download/
Microsoft’s “Windows AntiSpyware” (Beta)
http://www.microsoft.com/athome/security/spyware/software/default.mspx
A Google search will reveal other products. This link will take you to a
comparison of other products:
http://www.adwarereport.com/mt/archives/000004.html
In addition, you should always carefully read any "User Agreement" presented to
you prior to installing any new software. This license agreement may actually
state that you are installing malware and by proceeding with the installation you
agree to have it on your computer.
An incomplete list of common malware (adware/spyware) software: Fun Web
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Products (Smiley Central, PopSwatter, My Mail Signature, My Mail Stationery,
My Mail Stamp, Cursor Mania), Claria (formerly known as Gator), Cool Web
Search, Autosearch, BarginBuddy, Cydoor, IgetNet and many more. Some can
only be removed with the above tools; others may be removed through
‘Add/Remove Programs’.
Changing Your Report Heading
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Connecting to Your AccuCare Web
Site
Step 1
Look on your desktop for the Internet Explorer icon
Step 2
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and double-click on it.
Step 3
Again referring to the email you received, type in the user ID, password, and
company ID and click on the ‘GO’ button.
Step 4
You will be connected to your AccuCare 8 web site.
Creating a Group in AccuCare
1. From the Main Menu, click on Setup, then Group Setup.
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2. Click on ‘Add New Group’
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3. Select a Group Facilitator.
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4. Enter a name for the group.
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5. Choose clients for the group.
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6. Save the group.
You can always change the list of group members by using the Modify Selected
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Group button.
When you have no more need for the group you can remove it using the Delete
Selected Group button.
When you are done with this area, click the Exit button to return to the Main
Menu.
7. Go to the Progress Note module.
8. Choose the group you created.
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Once you have loaded Progress Notes, click on the "Add Group Note" button.
9. Select the group you would like to add the Progress Note for.
10. In addition, you can select which clients you would like to exclude from the
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list by selecting the exclude check boxes to the right. After the group is selected
and the appropriate clients are excluded, click the "Next" button in the lower right
of the screen to create the Progress Note.
Note: After hitting the "Next" button you can click the "Back" button (in the lower
left) to change your group selection or which clients are excluded.
Previewing and Printing Narative
Reports
1. Sign into AccuCare and enter the Client Report module.
2. Choose a client and click on the Preview button.
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3. Allow a few seconds for AccuCare to generate the preview page. Once
completed it will look like the example below. The preview is shown without page
breaks and is read-only. If you need to make changes, then you must go back to
the assessment to modify the output.
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4. When you are with the preview, go to the bottom of the page and click the OK
button. This will return you to the Clients Reports screen.
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5. Click on the Print button on the Client Reports screen. Again, allow a few
seconds for AccuCare to generate the report.
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6. A print dialog box will appear with the report behind it.
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7. To preview or print other reports, simply check the box next to the report
name.
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Saving a Naritive Report to a Word
File
1. Go to Client Reports and choose the client.
2. Click on the ‘Print to Text File’ button.
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3. If you are using Windows XP with Service Pack 2, read the following steps.
Otherwise, skip to step 7.
4. The Information Bar may appear as shown below.
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5. Click on the Information Bar to open the menu, and click ‘Download File’.
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6. The File Download dialog will appear. Click ‘Open’ to open the report.
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7. The report will be displayed.
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8. Click on the File menu and choose Save As.
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9. The Save As window will open. Choose a location to save the file and click
Save.
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NOTE: The default Save As type is Rich Text Format (RTF). If you prefer to
save the file as a Word Document (.doc), you can change it by opening the file in
Microsoft Word, do a Save As selection and then choose Word Document under
the Save as type: box.
10. The Save As window will disappear. To exit the document view, and return to
the Client Reports screen, click on the File menu and choose Close.
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11. You can now open Microsoft Word and edit the narrative report.
Seven Important Things to
Remember When Using AccuCare 8
Seven Important Things to remember when using AccuCare 8
It is important to enter AccuCare correctly.
1. When using AccuCare, always enter the program using the desktop icon. Do
not attempt to bookmark the site in Internet Explorer.
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2. It is extremely important to exit out of AccuCare properly.
Always exit AccuCare using the Quit or Cancel buttons. NEVER use the small X
in the upper right-hand corner of your browser window.
3. Do not use the Internet Explorer toolbar to navigate through AccuCare.
Always use the AccuCare application buttons to move forward, backward, or
print.
4. Exit out of AccuCare after each client’s assessment or session is completed.
Although your AccuCare program will appear active, when you attempt to
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advance to the next screen (the action which saves the data) you will receive a
session timeout message. This is due to a security measure that automatically
closes the program if it has been idle for a certain length of time.
Likewise, it is also best to save and quit if you anticipate a long break during the
session with the client. For instance, if you start an assessment then leave the
program up and idle for more than 30 minutes while discussing issues with the
client, you may receive a timeout message when attempting to resume the
assessment and will possibly lose data.
5. Do not disable pop-ups for the AccuCare URL.
The AccuCare program must be allowed to open additional pages when the user
is accessing help files or printing reports. If you receive a message that "The web
browser is attempting to close a page" and you are given a choice of a yes or no
button, always click the yes button.
6. Spell check will only work in comment fields.
After entering text in the comment field, press the F2 function key on the
keyboard
7. To print only the client’s name, ID, and current date on the footer of documents
printed from AccuCare, you will need to make changes in your browser settings.
- Look under the Help menu in Internet Explorer
- From the Help menu, select the Index tab and type the words "printing
Web pages" to see the instructions for changing the header and footer
- You will see that ‘&w’ prints the title (client’s name and ID) and ‘&d’ prints
the
date.
- In the Internet Explorer menu bar go to File > Page Setup.
- Remove all settings from the header text box so nothing will print in that
area.
- Type only &w &d in the footer box and click the OK button.
- If you would like the date to appear on the bottom right-hand corner of
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the page to avoid confusion with the client’s name and ID, type &w&b&d
instead. By putting &b before the &d, you will shift the date to the right side
of the page.
Step By Step With AccuCare 8
Welcome to AccuCare 8. As a SuperAdmin, your first task will be to configure
AccuCare to the level of HIPAA security and privacy you desire. After using your
state portal to enter your User ID, Password, and company ID, you will be able to
view the AccuCare Main Menu.
Step 1 - Setting Up Your First Provider
AccuCare 8 maintains security and privacy through a three-level hierarchy of
Provider, User and Client. Depending on your unique situation, a Provider could
be your primary agency, satellite agency, inpatient/outpatient program, halfway
house, or other unique program.
On the Main Menu, locate the menu bar directly under the AccuCare logo.
Select the Setup menu and go to the first item, ‘Providers’. This will take
you to the Provider Administration
page
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AccuCare initially comes with ‘Default Provider’ as the initial Provider
Name and ‘DEFAULT’ as the initial Provider ID. You will need to set up
your Providers
here.
Click on the ‘Add’ button and enter at least the two required fields of
Provider Name and Provider ID. The example below shows a new
Provider added. The Provider name is ‘Renewal Halfway House’ and the
Provider ID is
‘RHH01’.
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This Provider ID of ‘RHH01’ will appear in assessments and other records
where either a Provider Number or a Provider ID is required. Use care
when creating a Provider ID so you will be able to easily remember which
Provider Name it represents. Once you click ‘Save’, you will not be able to
modify the Provider
ID.
Click ‘Save’ and ‘Exit’ when finished, or ‘Save’ and ‘Add’ to add additional
Providers. There is no limit to the number of Providers you may have.
Step 2 - Setting Up Your Users
Return to the Main Menu and locate the menu bar directly under the
AccuCare logo.
Select the Setup menu and go to the second item,
‘Users’.
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You are now at the User Administration page. Only a User who is a
SuperAdmin has access to this area. Orion creates the first User, usually
the Super Admin with permission to access all areas of AccuCare and to
all patients in the database. Users are mainly classified into "Standard"
and "SuperAdmin". Super Admin has access to all the areas of AccuCare
and to all the patients in the database. Standard Uses are further
classified into roles:
Clinical Admin
Director
Senior Clinician
Clinician
Low-Level Admin
Each of these roles have default program and patient access. However, the
Super Admin can deny any default program for a standard user. If a default
program access is denied to a User, then that User Role is considered
"customized". Super Admin can also change the default patient level access.
However, some program access levels have requirements for specific data
access levels. In such cases, the system admin cannot change the patient level
access. In the example below, the Super Admin has created a new User. A User
could be a Clinical Admin, Director, Senior Clinician, Clinician, or Low-Level
Admin.
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First you must create a User ID and a Password. The User ID and
Password will be used to log into AccuCare and to associate a User with
the Client Records created by that User. Each User ID must be unique
and cannot be modified after it is saved. Both User ID and Password are
required fields.
Next, enter the User's Full Name and the User's Title. These will appear
on the first signature line of client reports. Only the User's Full Name is
required.
Three initials are required in the Initials field. If you do not know the user's
middle initial or if the user has no middle initial, use 'X' as the middle initial.
From the drop down menu, select the appropriate Provider to associate
with this User.
If you enter a Supervisor's Name and Title, that information will appear on
the second signature line of printed reports.
Select the User Type. If you select "Super Admin", it automatically
selects "Administrator" for clinical program access and "All patients" for
patient access. If you select "Standard" User type, select the program
level access and patient level access. Some program level access has
requirements for specific patient level access. If you choose to customize
program access, click on customized tab and select the programs that you
would like to deny/allow and move the list to the appropriate select box.
When finished either 'Save' then 'Exit', or 'Save' then 'Add' additional
Users.
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Step 3 - Setting Up Permissions
This area of the hierarchy is optional and in most instances is not initially
implemented until it becomes necessary to allow a User to see the Clients of
other Users that are not already a part of their default access.
Return to the Main Menu and locate the menu bar directly under the
AccuCare Logo.
Select the Setup menu and go to the third item, ‘Manage
Permissions’.
Selecting Manage Permissions from the drop down menu will take you to
the Grant/View/Deny User Permissions screen.
This is the most complex portion of the program and allows you to control
your User's access to Client Records they did not create or Client
Records that are not a part of their default permissions. We recommend
that initially you set up default patient level access of your Users.
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In Grant/Deny Provider you may Grant or Deny access to all Client
Records associated with a Provider that is not the default Provider for
Users who do not have access to "All Patients" .
In Grant/Deny User you may further filter level of Client Record access
with either a Grant or Deny Users, to all Client Records belonging to
another User in the same Provider. In addition, Users may receive Grant
or Deny access to all Client Records of Users in non-default Providers.
Patients".
In Grant/Deny Client you are able to restrict access down to the individual
Client Record with either a Grant or Deny Users, to an individual Client
Record belonging to another User. In addition, Users may receive Grant
or Deny access to an individual Client Record in non-default Providers.
Patients". The example below shows a User, Billie Lynn, who is a Security
Level 3 Supervisor and belongs to the Provider "RobT"
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In the above screenshot, the user with the User ID of PNL2A is currently selected
to be granted or denied access to clients who are assigned to the user "Level 2
Provider B".
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This might be necessary if the user Level 2 Provider B was on vacation or ill and
a user needed to see one of his clients. It also makes it possible for one user to
do the intake while another user creates follow-ups or writes Progress Notes.
As you can see, the AccuCare hierarchy is a powerful tool in managing security
and privacy.
Glossary
Acronyms and Definitions
AccuCare: This complete behavioral healthcare system helps you organize and
save time in every aspect of your organization, from reception, intake and
counseling to management and administration.
BAC: Blood Alcohol Count is recorded in hundredths or thousandths of one
percent, i.e. .215 or .10. This measurement is used primarily in arrests for drunk
driving.
Conviction: To be found guilty of a crime by a court or judge.
Dts: Delirium Tremens are physical withdrawal symptoms reflecting physical
addiction to alcohol.
Detox: An abbreviation for detoxification.
Detained: To be held by a legal authority, i.e. police, sheriff, etc.
DWI: Driving While Intoxicated (DWI) is also referred to as Driving Under the
Influence (DUI), Operating a Motor Vehicle Under the Influence (OMVUI) or
Operating While Intoxicated (OWI).
Incarcerated: To be held in a correctional or custody situation such as jail,
prison or detention center.
IV: Intravenous or using a needle to administer a drug.
MIP: Minor in Possession is a legal charge for being a minor in possession of
alcohol.
MIS: Management Information System. Also known as Data Query in AccuCare.
Opt: An abbreviation for outpatient counseling or treatment.
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OWI: See DWI.
Tx: An abbreviation for treatment.
Interviewing
Interview Process Utilizing AccuCare
The use of a computer during an interview process may at first seem somewhat
unusual or even awkward. With only a little practice and some basic pointers,
interviewer/diagnosticians soon discover that the computer is easily integrated
into the process of interviewing clients.
The AccuCare software program can save a great deal of time once the
interviewer has learned which questions to expect next. It is recommended that
anyone who is to use AccuCare should first practice by completing two or three
mock interviews. You may do so by using a Social Security number of
999999999. (The practice assessment will not print out.)
Appendix I - Using the ASI
ASI Overview
The Addiction Severity Index (ASI) is a structured clinical interview designed to
collect all the information needed at intake to be able to develop an appropriate
treatment plan for an individual seeking substance abuse treatment. (Appendix I
provides a copy of the ASI.) The interview, which is typically conducted in less
than 50 minutes, covers seven areas of life functioning:
medical status;
employment status;
drug/alcohol use;
family history;
family and social relationships;
legal status; and
psychiatric status.
After completing each section of the interview (with the exception of the family
history section), a severity rating is calculated based on the clinician's judgment
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and the client's self-assessment. These ratings indicate whether problems exist
in those areas and whether such problems are severe enough to warrant
attention as part of the client's treatment program. A high rating indicates that a
problem is severe enough to warrant further investigation and consideration. In
those instances, additional diagnostic tests are recommended before a final
decision is made. Guidelines for calculating severity ratings are provided in the
next section of this manual.
This manual discusses use of the instrument in an intake interview to collect the
information needed for treatment planning. Although the ASI was developed as a
research tool, it is valuable in clinical settings. It can be used at various stages in
the assessment and treatment process to identify client problems, monitor
progress, and measure client change. For example, it may be desirable to
administer the ASI upon admission into the program and again upon completion,
or at other predetermined stages.
Because of its use as a research tool, the ASI has undergone rigorous validation
and has been found to have high reliability and validity. That means it is highly
effective—when used correctly—at collecting consistent and accurate
information. Its validity (accuracy) makes it useful for determining the types of
treatment that a client needs, and its reliability (consistency) makes it valuable for
monitoring client change and evaluating treatment programs. The ASI must be
used correctly to be valid and reliable.
While the ASI has been found to be valid with most clients seeking treatment, it is
not suitable for all populations. It is not suitable for adolescents due to its
underlying assumptions of self-sufficiency (i.e., working, having an income, being
married) and because it does not address issues critical to adolescents; for
example, school, peer relations, or family problems from the perspective of an
adolescent. In addition, the ASI has not been validated on prisoners or
psychiatrically ill substance abusers, although normative data (averages) have
been gathered for these populations. These norms allow you to compare your
clients to other clients with similar characteristics. (See page 9 below for a full
discussion of normative data and their use.)
To ensure proper use of the instrument, the National Institute on Drug Abuse has
sponsored the development of a technology transfer package on the ASI. In
addition to this manual, the technology transfer package contains the following
materials to help programs to become familiar with the ASI and to use it properly:
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two training videotapes, totaling 120 minutes, which demonstrate proper
use of the ASI;
a facilitator's manual suggesting practice exercises which staff trainers can
use to teach counselors how to use the ASI; and
a program administrator's handbook discussing managerial concerns—
such as quality control—and common implementation issues.
The package is available through the National Technical Information Service at a
cost of $52.35 plus postage by calling 703-487-4650. Orders should refer to
order number AVA19615VNB2KUS. Order can also be FAXed to 703-321-8547.
Rush services is available for an additional fee. Information on other resources
related to the ASI is contained in Appendix IV.
This manual explains in detail the purpose of each question and suggests ways
of probing to ensure that the client understands the question and gives a
complete, accurate response. It should be used as a reference during and—more
importantly—after training. There may be instances when a client gives a
response that the interviewer does not know how to record on the ASI. In those
instances, the interviewer should make a notation in the margin of the ASI.
Then—after the interview is completed—look up the question in this manual to
determine the purpose of the question and code the answer.
Two words with which users should be familiar are used throughout this manual.
Code. This refers to how you record a client's response to a question on the ASI.
Probe. A probe is a question or statement (or even a pause) intended to
stimulate a client to provide more information or to clarify information he or she
already has given.
Scoring
The calculation of severity scores is discussed below, followed by a discussion of
composite scores. The section concludes with a discussion of normative data.
Severity Ratings
Two scales or severity ratings are used during the ASI interview: client ratings
and interviewer ratings.
Client Ratings. At the end of each section of the interview, the client is asked to
indicate on a 5-point scale: (1) how bothered he or she has been in the past 30
days by the problems identified during the interview and (2) how important he or
she thinks it is to undergo treatment for these problems.1 (1 Severity ratings are
determined for six of the seven sections of the ASI. No rating is determined for
the Family History section, but two ratings are determined for the Drug/Alcohol
Use section.) The 5-point scale for each of these two questions range from 0 to
4, as follows:
Not at all
Slightly
Moderately
Considerably
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Extremely
Interviewers may find it helpful to reproduce the scale on a large card so that the
client can refer to it while answering.
If a client reports that he or she is bothered slightly some days (a rating of 2), but
extremely on other days (a rating of 4), ask the client to given an overall rating; if
the client cannot give an overall rating, use the average or midpoint (i.e., in this
case, 3).
Composite Scores
In literature on the ASI, you may occasionally see reference to composite scores.
Composite scores were developed for measuring treatment outcomes, not for
planning treatment. Because composite scores were developed as indicators of
change, they take into account only questions that pertain to the previous 30
days. They also use complex mathematical formulae to weight clients' responses
to each questions, based on statistical analyses of the relative importance of
each individual item. Those numerical weights are used in a mathematical
procedure to compute composite scores in each problem area.
Because of the mathematical nature of the composite method, it is well suited to
computer-assisted scoring after the face-to-face interview has been completed
and the coded form is ready. This technology transfer package does not cover
composite scoring, as it is irrelevant to clinical treatment planning.
Normative Data
From research on different groups of patients, normative data (averages) for both
severity ratings and composite scores have been computed, in each severity or
problem area, for the following distinct subgroups of substance abusers:
male and female alcohol abusers;
male and female opiate abusers;
male and female cocaine abusers;
male and female multiple drug abusers;
male and female Federal prisoners;
pregnant substance abusers;
psychiatrically ill substance abusers;
male homeless substance abusers;
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employed males identified by urine screening; and
male out-of-treatment substance abusers.
These normative data comprise average scores for various client characteristics
and ASI severity and composite ratings. They allow you to compare your clients
to averages for any of these client groups. For example, the average age of
pregnant female substance abusers is 28, with 11.6 years of education. The
average number of days of alcohol abuse in the past 30 days is 3 and, of cocaine
abuse, 2. The average severity rating for medical problems among this group is
2.2. The normative data also provides other scores. These normative data can
help program administrators and interviewers identify problem areas which occur
more frequently or severely among their particular agency's clients than among
clients in other agencies.
Interviewing Tips
In addition to gathering information needed to develop a treatment plan, the
intake and assessment interview usually presents the first opportunity to build a
therapeutic relationship with a client. While it is beyond the scope of this manual
to teach interviewing skills, it is important to recognize that the ASI interview can
be used to establish rapport and build trust. Programs vary, depending on
resources, as to which staff they assign to conduct intake evaluations. In some
programs, only clinicians with advanced degrees and many years of experience
make initial assessments. In other programs, intake is done by less experienced
clinicians who identify significant problems and then refer clients for more
definitive assessment.
Although they may require more training than seasoned clinicians, inexperienced
counselors can be taught to administer the ASI sensitively and effectively.
Additional training in general interviewing techniques, as well as ongoing clinical
supervision, are invaluable for new clinicians. Program administrators are
encouraged to offer such educational opportunities to their staff; counselors are
encouraged to attend these and other programs that will enhance their clinical
skills. There are many excellent books on interviewing.
Listening. The most effective way for an interviewer to learn about a client is to
listen quietly and attentively to what the client is saying. When the interviewer lets
the client speak without interrupting, without intruding, the client feels free to
reveal whatever is on his or her mind. The client feels that the interviewer truly
wants to hear what he or she has to say. When the interviewer speaks too much
or breaks in prematurely, the client's self-expression is inhibited and much
valuable information is lost. The interviewer may also unwittingly direct the client
away from important issues and obscure the client's own views and concerns.
The more silent the interviewer is, the more likely the client will speak.
Interviewers can nod with understanding, use questioning looks, wait patiently, or
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say, "please go on," or, "please tell me more," to encourage clients to talk. By
listening attentively, interviewers can think about what the client is saying, ask for
clarification if they do not understand, and be more aware of the emotions behind
the words. Listen to what your client is saying.
Observing. Interviewers keenly observe clients' behavior. Body language often
reveals what a client is really feeling. A frightened client may sit hunched over,
clutching his or her shoulders. A paranoid client may appear intensely vigilant or
easily startled. Interviewers should watch for inconsistencies in what a client says
and how he or she appears: a tear may reveal sadness a client is unwilling to
mention.
Empathy. Interviewers should try to imagine how it feels to be the client.
Empathy is our capacity to imagine ourselves as someone else and to feel that
person's pain. Empathy is a feeling within the interviewer that comes from
listening carefully to a client and entering imaginatively into his or her experience.
Empathy exists when the interviewer's feeling state reflects that of the client. It
enhances the interviewers's understanding of the client and his or her
circumstances. When an interviewer genuinely empathizes with a client, he or
she will respond most effectively; empathy helps an interviewer know what a
client really needs. An interviewer conveys empathy in the appropriateness of his
or her response—that is, in the fit between what a client needs to hear and what
he or she says. An interviewer conveys empathy by a look, a tone of voice, or a
feeling state-not by telling a client that he or she understands or by sharing a
personal experience.
Asking Questions. The interviewer should ask questions in such a way that the
client can express him or herself fully. While most questions in the ASI have very
specific and limited answers (e.g., "How many times have you been hospitalized
for medical problems?"), the interviewer should allow the client to elaborate as
much as he or she wishes. Interviewers should convey to clients that they are
interested in learning as much about them as possible, rather than simply
obtaining short answers to direct questions. While this may lengthen the
administration of the ASI, it will demonstrate the interviewer's interest in getting to
know the client as a person, help the interviewer make correct severity ratings,
and provide important insights into the client's treatment needs. Interviewers are
generally encouraged to ask open-ended questions that do not lead clients to
give desirable answers. It is possible to combine this style of interviewing with the
more structured requirements of the ASI by asking the specific ASI questions and
then saying, "could you tell me more about that?" The more clients are
encouraged to speak, the more they feel that there is genuine interest in them
and their difficulties.
Respect. Respect is the cornerstone of a solid client-counselor relationship. Only
when clients feel respected will they share their inner thoughts and feelings, trust
the interviewer or counselor, and engage wholeheartedly in assessment and
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treatment. Interviewers can show disrespect in a variety of subtle ways: sitting
when a client enters a room, using the client's first name on their first meeting
when the client is asked to address the interviewer with a title, or keeping the
client waiting for an appointment. Interviewers show disrespect when they
criticize a client's behavior or take a judgmental position about what a client has
said or done. Interviewers show respect, on the other hand, when they keep an
open mind and remain curious about the client's behavior.
It is especially important when speaking with a client from a different ethnic or
cultural group or with a person who has a different orientation for the interviewer
to refrain from making value judgments. Interviewers must recognize that client's
beliefs and value systems will differ from their own, and that all deserve respect
and understanding.
Honesty. An interviewer may become aware that a client is withholding
information or distorting the truth. Clients should be told at the onset that the
treatment program staff can help them better if they share as fully and honestly
as possible. Nonetheless, some clients, for various reason, will not be honest.
Interviewers can point out inconsistencies and ask for clarification, but
aggressive confrontation will not help establish rapport or trust. Interviewers
might note that, while it may be hard for a client to be open and straightforward
now, this may, in time, become easier. Clients should be assured that what they
say will be kept confidential unless there is evidence of danger to themselves or
others, in which case the interviewer will have to act in a way that guarantees
safety. If local laws require disclosure of certain kinds of information, interviewers
should tell clients this. Interviewers are under the same obligation to be honest
with the clients. They must disclose the nature and purpose of the interview, what
the data will be used for, and who will have access to it. Each program will need
to determine these parameters for itself.
The Interview Process. The ASI interview should begin with an overview of the
interview process: how long the interview will take, the areas it will cover, and
how to use the scales.
Intoxicated Clients. If a client is obviously intoxicated or under the influence of
drugs, the interviewer is unlikely to be able to gather accurate information. The
drugs will likely alter the client's affect and judgment and distort his or her
perceptions. In such cases, tell the client you cannot continue the interview, and
follow your program's policies for dealing with the clients who are under the
influence of drugs and alcohol.
Client Behavior. Interviewers vary in how comfortable they feel with various
client behaviors including, bizarre behavior (e.g., delusions or hallucinations), or
hostility. Training and experience teach interviewers how to handle difficult
situations and to feel confident in their ability to know what to do. If an interviewer
feels very uncomfortable with a client, he or she might try to think about why this
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is so, and whether the situation poses any real danger. If your client threatens
violence or appears to be losing control, tell him or her that this behavior is not
acceptable and leave him or her. Seek help immediately and, if necessary, call
security. Do not remain with a client who is becoming violent and do not try to
solve the problem yourself. Get help! Some programs equip interview rooms with
emergency alarm systems to summon help.
Common Questions About the ASI
and Their Answers
The Interview Format. Does it have to be an interview? In the search for faster
and easier methods of collecting data, many clinicians and researchers have
asked for a self-administered version of the instrument (either by computer or
paper and pencil). Since the instrument is often used as part of a clinical
evaluation, it is important to have interpersonal contact for at least one part of
that evaluation. The developers of the ASI have found that, particularly among
some segments of the substance abusing population (e.g., the psychiatrically ill,
elderly, confused, and physically sick), the interview format may be the only
viable way to ensure that the questions are understood. Thus, there is no reliable
or valid self-administered version of the ASI nor any current plans to develop
such a format for the instrument.
Role of the Interviewer. What are the qualifications needed to be an ASI
interviewer? The most important part of the ASI is the interviewer who collects
the information. The interviewer does not simply record client responses. He or
she is responsible for the integrity of the information collected and must be willing
to repeat, paraphrase, and probe until the client understands the question and
his or her answers fulfill the purposes described in this manual. It is critical for
prospective interviewers to understand the purpose of each question, to probe for
the most complete information available from the client, and then to record the
answer correctly.
There are no clear-cut educational or background characteristics that have been
reliably associated with the ability to conduct an ASI interview proficiently.
Reasons for refusing to allow an individual to administer the ASI include an
inability to form reasonable rapport with the clients, insensitivity to whether or not
clients understand the questions as asked, or failure to probe effectively with
supplemental clarifying questions when given confused answers.
Quantity of Use. Why does the ASI assess frequency of use instead of quantity
of use? Researchers have found that, while clients can usually recall the
frequency of their drinking episodes, they have much more difficulty in recalling
the quantity during each episode. Recording client estimates of the quantity of
their drug use has proven virtually impossible. First, the street units of drug use
differ widely (e.g., spoons or bags of heroin, lines of cocaine, vials of crack, hits
of speed, etc.). Second, even if it were possible to record quantity accurately, it is
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often the case that the drug purchased for ingestion (e.g., cocaine) actually
turned out to be a different drug (e.g., PCP, methamphetamine, or a mixture).
Instead, frequency of use seems to allow a good estimate of overall severity of
use. Interviewers who wish additional, detailed information on quantity of drug
use, or the specific conditions under which drug and alcohol use usually take
place, are urged to probe further with additional questions.
30-Day Period. Why is a 30-day reporting period used for recent status? Some
individuals have questioned the decision to record the frequency of problem days
during the one-month period prior to the evaluation point. Results of several
studies that have specifically focussed on this question suggest that recall
accuracy drops drastically for periods beyond 30 days. A longer period, too,
might underrepresent the true severity of problems since many patients enter
treatment at a point following incarceration, hospitalization or stabilization in a
controlled environment. From a clinical perspective, researchers have decided
the problem status presented for the past 30-day period does offer an accurate
representation of the client status at the point of admission, regardless of
whether this point represents the typical pattern of problems shown by the client.
Admission or baseline ASI also inquires about the pattern of lifetime symptoms in
each problem area. Programs have found that the lifetime and past-30-day
periods may be combined clinically to form the basis of a more representative
evaluation.
Severity Ratings. How important and useful are they? Severity ratings have
been shown to be valid and reliable when used in a research setting. That setting
includes arrangements that treatment programs may not be able to implement
readily. Thus, the precision of ASI results will depend upon the extent to which
the ASI interviewing process is carefully managed. Some characteristics of a
research setting that treatment programs may adopt to increase the rigor of ASI
results include the following:
Interviewers are thoroughly and carefully trained;
Interviewers are closely supervised;
A single person is responsible for resolving uncertainties and ambiguities;
and
Interviewers meet regularly and observe one another.
These procedures increase the reliability and validity of ASI severity scores. In
turn, that increases the utility of the instrument in assessment and treatment
planning, and in reassessing client progress during treatment.
Appropriate Populations. Can I use the ASI with samples of substance abusing
prisoners, psychiatrically ill substance abusers, or homeless substance abusers?
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Because the ASI has been shown to be reliable and valid among substance
abusers applying for treatment, many workers in related fields have used the
instrument with other types of substance abusers. For example, the ASI has
been used at the time of sentencing, incarceration and/or parole/probation to
evaluate substance abuse and other problems in criminal populations. In
addition, because of widespread substance abuse in the mentally ill and
homeless populations, the ASI has also been used among these groups. Though
norms have been established for many of these groups, reliability and validity of
the instrument have not been established (with the exception of the homeless
population, for whom validity was recently established).
This does not mean that the ASI is necessarily invalid with these groups, only
that the reliability and validity is unknown. In cases where no other suitable
instrument is available, the ASI could be a better choice than the creation of a
totally new instrument.
However, it is important to note circumstances that are likely to reduce the value
of data from ASI among groups such as these. When used by a trained
interviewer with treatment seeking sample and in a private interview setting,
there is little reason for a substance abuser to misrepresent problems. However,
in circumstances when individuals are being evaluated for probation/parole or jail
there is obviously more likelihood of misrepresentation. Similarly, when the ASI is
used with psychiatrically ill substance abusers who are not necessarily seeking
(and possibly avoiding) treatment, there is often reason to suspect denial,
confusion and misrepresentation.
Consistency checks—the collection of similar bits of information in several
different sections of the ASI—may be of some benefit in these circumstances.
These cross-checks allow the interviewer to verify the consistency of the
information provided by the client throughout the course of the interview.
However, these are not substitutes for systematic tests of the reliability and
validity of the ASI in populations of substance abusers within the criminal justice
system or mental health system.
The ASI is not appropriate for adolescents due to its underlying assumptions
regarding self-sufficiency and because it simply does not address issues (e.g.,
school, peer relations, family problems from the perspective of the adolescent,
etc.) that are critical to an evaluation of adolescent problems. Hence, the
instrument is not reliable or valid with adolescent populations and should not be
used.
Order and Omission of Questions. Can interviewers reorder or omit questions?
Interviewers may alter the order of questions within sections to fit their own
interviewing styles. In addition, programs may decide to change the order of the
seven sections. Originally, the ASI was designed so that the least threatening
questions and sections came first, giving the interviewer an opportunity to build
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rapport and trust before getting into more sensitive areas. That general rule still
holds for substance abuse clients. However, programs may find another order
more suitable for clients whose substance abuse problems are subordinate to
other problems. Changing the order of sections will not adversely affect the
quality of the interview. However, we do advise that all interviewers within a
program follow the same order. While questions may be paraphrased or
reordered, they may not be omitted.
Modifying the ASI. Can the ASI be modified? Individual programs may alter the
format of the ASI or expand it to include additional areas of interest to them so
that the ASI better meets their needs. Such changes should not affect the validity
of the data collected. For example, programs may wish to have the ASI
reformatted so that it provides more space for making notes during the interview,
which many counselors find helpful. Programs may want to use large print or a
different font so that the document is easier to read. Programs may also want to
type the ASI onto paper that includes their logo or other program-specific
information.
Programs may add questions to the ASI so that it covers issues of concern to the
populations they serve. For example, a program may want to add questions to
the section on Medical Status which ask about the person's HIV status. The
section on Legal Status could be amended to include questions on whether
custody of a child has been removed from a parent.
Keep in mind, however, that adding questions increases administration time, and
one of the major benefits of the ASI—its brevity—may be lost if the ASI is
expanded significantly. Eliminating items is not recommended. If one of the
seven sections duplicates information collected through another process, the
entire section could be eliminated without adversely affecting the validity of the
instrument.
It is a good practice to modify the language used in the ASI to conform to local
conventions. For example, the local street slang for drugs could be used.
Getting Ready to Use the ASI
It is essential that interviewers become very familiar with the ASI and comfortable
with its organization before beginning to use it with a client. The accompanying
two-volume training videotape demonstrates each section of the ASI. The twovolume training tape is designed to be used as part of an inservice training
program that includes discussions among clinical staff and role plays using the
ASI.
We also recommend that individual interviewers take the following steps before
using the instrument:
Read the ASI carefully to get a sense of the information gathered, and the
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intent of each question; if you are unsure of the intent, check the page of
this manual that explains the item.
Rehearse the interview (with a colleague if possible, or by yourself): ask
each question as you would in the interview.
After rehearsing, identify questions you would like to rephrase in your own
words, and—if you find another order more comfortable—change the
order of some of the questions. (Remember, however, that questions
should not be omitted in any given section.) Rehearse it again to see if the
new language and order are more consistent with your personal style.
Think about each question, and how you might rephrase it if a client did
not understand it.
Think about ways you might probe to get clarification or more information
from a client on specific items if the client's answers were incomplete or
unclear.
Think about how you would deal with an inconsistency in a client's
response.
Rehearse until you feel completely comfortable with the ASI and certain
you will be able to use it effectively to collect the information your program
needs for treatment planning.
After you begin using the ASI, many questions may arise about how to code
certain answers. When you are unsure, leave the space blank on the ASI, but
write a note in the margin. Then check your manual after the interview is
complete, and code the response at that point. If you are still unsure about how
to code an answer after checking the manual, then discuss the answer with your
supervisor or colleagues and decide how that answer should be coded in the
future. Then send a memorandum to all interviewers to make a notation in their
manuals of the proper way to code that response, in the event the same situation
arises in the future.
How to Use This Manual
This user's guide provides in depth instructions on asking each question on the
ASI. The ASI may be considered as a guide to a conversation. It is quite simply a
set of questions which you may find useful in gathering information about your
client. This information is then used to create an individual treatment plan for
each client. The following information about each item on the ASI is provided.
Intent/Key points. This information describes why the question was originally
included on the ASI. Sometimes, the reasons are simple. Regardless,
understanding the original intent can help you to use appropriate judgement
about how to code a response. Coding conventions adopted and recorded in the
"Coding Issues" subsections are based on the original intent of the question.
Suggested Interviewing Techniques. For many clients entering treatment,
answering a lot of seemingly meaningless questions can be tiresome. This
section offers efficient ways to phrase each question. Clients are more open to
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answering questions if they are posed in a direct, non-confrontational manner. In
many cases, the interviewer may simply read the question off the page, as
written. In other cases, examples of effective ways to paraphrase are provided.
Additional Probes. A probe is a question that does not appear on the ASI. The
probe may provide information that helps you to understand the client's previous
answers on his/her problems more fully. The ASI has been recognized by its
creators as the minimum number of questions one would need to begin a
treatment plan. This section contains additional suggested probes that you may
want to ask after each question. Sometimes, asking a lot of probes in the first
part of the problem section helps the interview to flow more naturally. Note that
this is not a comprehensive list of probes. Each interviewer has a personal style
and will tailor probes to the particular client. Space is provided under each entry
in the manual to record additional probes.
Coding Issues. Coding is the term used to describe the act of recording the
information you receive from the client, in the boxes or spaces provided on the
ASI form, with a numerical code. Over time you may encounter new situations
which are difficult to code, given the choices listed on the ASI. For each question,
some solutions are offered for coding issues that arise frequently. This should not
be considered a complete list of all of the potential coding issues that could arise
in other populations.
Cross check item with. Similar bits of information are gathered in several
sections of the ASI. An alert interviewer can use these internal cross-checks to
verify consistency of information provided by the client throughout the course of
the interview. For each item on the ASI, we provide a list of other items which are
related to it within the interview. Note that this is not a comprehensive set of
cross-checks. Certain situations may require different cross-checks. Space is
provided under each entry in the manual to record additional cross-checks.
General Guidelines for Completing the ASI
The top of page 1 of the ASI form provides general guidelines on the procedures
used to code responses. A brief description of interviewer severity ratings and a
summary of the client's rating scale are also included on the form.
It is important to differentiate items which are not applicable to the client (which
should be coded as "X"), from items that the client cannot understand or will not
answer (which should be coded as "Z"). Remember to code all items.
General Information
The general information section allows you to gather basic administrative
information and demographic characteristics.
The series of items in the left column were designed to provide administrative
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information. Many facilities may wish to change this section to capture locally
important information regarding insurance coverage, particular program codes,
referral arrangements, case manager assignments, etc. This is entirely
appropriate and even completely different face sheets may be used. Additions or
changes to these items should be made freely as needed to reflect the
administrative needs of your facility. Questions in the center column are generally
demographic in nature and require little clarification, with the exception of item 6.
Note that the Geographic Code (in the center column) is used to help determine
the socioeconomic status of clients admitted to treatment. It is not necessary and
may not pertain to your facility.
G17. Race
Intent/key points: To record client's primary race.
Suggested Interviewing Techniques: Ask the question as follows:
Mr. Smith, what do you consider to be your race?
Read the list if necessary.
Additional Probes:
Coding Issues: If the client identifies more than one race, note this under
Comments. Develop a special code—e.g., "Z"—for this situation and train staff to
use it consistently.
Cross-check items with:
G18. Religious Preference
G18. Religious Preference
Intent/Key Points: To record client's current religious preference, not historical
(such as during childhood).
Mr. Smith, what is your current religious preference.
Additional Probes:
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Coding Issues: Record the response or note a response under comments if it
does not fall into one of the categories. Programs may wish to modify the
instrument to allow for the recording of other religions (e.g., Jehovah's Witness)
not specified on the ASI, depending on the client population.
G19.-G20. Controlled Environment
G19. Have you been in a controlled environment in the past 30 days?
G20. How many days?
Intent/Key Points: To record whether or not the client has had restricted access
to drugs or alcohol in the past 30 days. A controlled environment will refer to a
living situation in which the subject was restricted in his freedom of movement
and his access to alcohol and drugs. This usually means residential status in a
treatment setting or penal institution. A halfway house is generally not a
controlled environment.
Suggested Interviewing Technique: Read the question as written. Giving client
examples can help them understand what you mean by the term controlled
environment.
Mr. Smith, in the past 30 days, have you spent any time in a controlled
environment...a lock-up situation like a jail...or a detox program...or a medical
hospital...any place where you may not have been able to get drugs and alcohol
as easily as in your neighborhood?
Additional Probes:
Ask the name of the institution from which the client was released.
Ask the reason why the client was in the controlled environment (medical
problems, criminal charge).
Coding Issues: If the subject is in two types of controlled environments, enter
the number corresponding to the environment in which he or she spent the
majority of time. In these cases, time spent in a controlled environment (item 7)
will reflect the total time in all settings. If the response to item 6 is "1," enter "Z"
for item 7.
Cross-check this item with:
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All items which include information about the past 30 days. For example, if the
client has been in a controlled environment for 25 days out of the last 30, one
would assume that the client has not used substances (Drug/Alcohol Questions
1-13) on more than 5 days. If the client reports using on days in which he or she
was in a controlled environment, record a comment which explains this situation.
While the availability of drugs within prisons is well documented, it is probably
more difficult to get drugs in a controlled environment. Furthermore—for the
purposes of treatment planning—it is useful information to learn that a client used
drugs while in a controlled environment.
All of the items within the instrument which refer to the specific controlled
environment. For example, if the client reports that he or she has been
incarcerated for the last six months, the same information should appear in the
legal section.
Section 1: Medical Status
The medical status section of the ASI helps you to gather some basic information
about your client's medical history. It addresses information about lifetime
hospitalizations, long term medical problems and recent physical ailments. We
recommend that you add questions that you consider relevant to your client's
treatment plan.
M1. Medical problems - times
M1. How many times in your life have you been hospitalized for medical
problems?
Intent/Key Points: To record basic information about medical history. Enter the
number of overnight hospitalizations for medical problems. Also, include
hospitalizations for overdoses and delirium tremens (DTs) but exclude
detoxification or other forms of alcohol, drug or psychiatric treatment.
Suggested Interviewing Techniques: Because this is the first section of the
interview, the client may be prepared to tell you about psychiatric hospitalizations
or drug detoxes, rather than hospitalizations for medical problems. If this
happens, we recommend that you support his eagerness to tell you about drugrelated problems, suggest that he remind you about those problems when you
get to the drug/alcohol section, and direct him back to the medical status section.
It may help you to reinforce that you are interested in medical hospitalizations by
providing examples of physical problems.
Mr. Smith, I understand that you may want to tell me about drug detoxes. I
appreciate that. Remind me about those when we get to the drug/alcohol section.
Right now, however, I need to record information about other medical problems.
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How many times in your life have you been hospitalized overnight for physical
medical problems, like get your tonsils out or for a serious illness, like
pneumonia...?
Do not record a client's estimate which seems to be offered without much
thought, like, "I've been in the hospital probably about five or six times." Instead,
ask for some of the details (year in which the hospitalization occurred, other
events in the client's life at the time) surrounding each hospitalization in order to
assist the client in giving a more accurate report. By gathering a lot of information
early, through probing, you will more fully understand the client's situation. This
additional information may help you to move through the interview in a more
conversational fashion.
Additional Probes:
Ask the approximate age of the client at each hospitalization.
Ask the name of each hospital.
Ask the types of medications they received for serious injuries.
Coding Issues: Normal childbirth would not be counted since it is not a medical
problem resulting from sickness or injury. Complications resulting from childbirth
would be counted and noted in the comments section.
Recognize that clients may get treatment for fairly serious medical problems
through an emergency room. Do not include treatment received through
emergency room visits unless the client was kept overnight. However, note this
information in the comments section.
Medical Status item 2
M2. Last Hospitalization
M2. How long ago was your last hospitalization for medical problems?
Intent/Key Points: To record basic information about medical history. Enter the
number of years and months since the client was last hospitalized for a medical
problem. If the client was never hospitalized for a medical problem, enter "N."
Suggested Interviewing Techniques: Ask the question as written unless you
can tell from question 1 exactly how long ago his last hospitalization occurred.
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Mr. Smith, how long ago was your last hospitalization?
This question is occasionally misread as how long was your last hospitalization?
You want to know how long it has been since he was hospitalized.
Additional Probes:
Ask the name of the hospital.
Ask the types of medications the client received for serious injuries.
Coding Issues: If the last medical hospitalization occurred within the previous
month, code the blocks "00 01." If the patient was never hospitalized for a
medical problem, enter "N."
Cross-check item with:
M3. Chronic Medical Problems
M3. Do you have a chronic medical problem which continues to interfere
with your life?
Intent/Key Points: A chronic condition is a serious or potentially serious physical
or medical condition that requires continuous or regular care on the part of the
client (e.g., medication, dietary restrictions, inability to take part in or perform
normal activities). Some examples of chronic conditions are hypertension,
diabetes, epilepsy, and physical handicaps. Focus on and record the presence of
a chronic medical problem if the client needs continued care, even if the client
has grown accustomed to the care. For example, a diabetic client may report that
injecting insulin daily does not interfere with his or her life because it has become
routine. Regardless, you would count the diabetes as a chronic medical problem.
Suggested Interviewing Techniques: Provide examples and emphasize the
chronic aspect of the problem. It may help to de-emphasize the problem's
interference with the client's life in cases where the client has accepted the
continued care as less of an interference than a daily routine.
Do you have a chronic medical problem Mr. Smith...like diabetes or high blood
pressure or chronic back pain?
Additional Probes:
Ask the year that the problem was diagnosed.
Inquire about HIV test status.
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Coding Issues: If the client states that his/her need for reading glasses or minor
allergies are a chronic problem, this is a misunderstanding of the question. If the
client does report a valid, chronic problem, comment on the nature of that
problem in the space provided. If in doubt as to whether or not the problem is
chronic, ask the client. In general, chronic problems require ongoing care or
treatment (even if it is annual or seasonal).
M4. Prescribed Medication
M4. Are you taking any prescribed medication on a regular basis for a
physical problem?
Intent/Key Points: The purpose of this question is to validate the severity of the
disorder by the independent decision by a physician to medicate the disorder.
Therefore, if the medication was prescribed by a legitimate medical professional,
and for the client (not someone else) for a medical (not psychiatric or substance
abuse) condition, it should be counted - regardless of whether the client actually
took the medication. If the client is taking medication it must have been
prescribed by a physician. Medications prescribed for only short periods of time,
or for specific temporary conditions (i.e., colds, detoxification) should not be
counted. Only the continued need for medication should be counted (e.g., high
blood pressure, epilepsy, diabetes, etc.). Do not include medication for
psychiatric disorders, this will be recorded later.
Suggested Interviewing Techniques: Ask the question as written, including the
name of the chronic problem from the previous question, if appropriate:
Mr. Smith, are you taking any prescribed medication on a regular basis for any
medical problem? For example, you mentioned that you have high blood
pressure. Are you taking any prescribed medication on a regular basis for the
high blood pressure or any other medical problem?
Additional Probes:
Ask the dosage of medication.
Ask the source of the medication (name of physician, pharmacy).
Ask the regularity of taking the medication.
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Coding Issues: Medications for sleep problems are usually temporary and
generally fall under the psychiatric section.
Drug/Alcohol grid, items 1-13
Medical Status, item 3
M5. Physical disability pension
M5. Do you receive a pension for a physical disability?
Intent/Key Points: The pension must be for a physical (not psychiatric)
disability.
Suggested Interviewing Techniques: As written, with examples
Mr. Smith, are you receiving a pension for any physical disability from any
source, such as the VA, social security, or workman's compensation?
Additional Probes:
Ask details about the pension.
Ask details of the medical problem that warranted the pension.
Coding Issues:
Cross-check Item with:
Employment/Support item 15
M6. Days of medical problems
M6. How many days have you experienced medical problems in the past?
Intent/Key Points: Ask the client how many days in the past 30 he or she
experienced physical/medical problems. Do not include problems directly caused
only by alcohol or drugs. Such problems include hangovers, vomiting, or lack of
sleep which would be removed if the client were abstinent. However, if the client
has developed a continuing medical problem through substance abuse which
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would not be eliminated simply by abstinence, include the days on which he or
she experienced these problems (e.g., cirrhosis, phlebitis, or pancreatitis). Do
include minor ailments such as a cold or the flue, though these ailments would
warrant a low severity rating.
Suggested Interviewing Technique: Ask as written, with examples. Help the
client to understand that you need to record the exact number of days that he or
she experienced medical problems. For example, if the client says that he felt
short of breath "some of the time," ask him to tell you the exact number of days
that he felt short of breath. Finally, make sure that the shortness of breath was a
medical problem and unrelated to drug or alcohol use.
Mr. Smith, how many days have you experienced any medical
problems...anything from a cold to the flue to back pain (or other symptoms of a
chronic medical problem) which you described earlier?
Additional Probes:
Ask for the exact number of days...not a guess.
Help the client by asking the number of days for each medical problem, if
necessary.
Verify the total number of days with the client.
Coding Issues: If there is overlap on the number of days separated for different
problems (e.g., days 1-3 for the flu = 3; days 2-7 for a cold = 5). The total number
of days would be 7, not 8. Eight would only result if there was no overlap.
Medical Status items 7 and 8
M7-M8. How bothered by medical problems
M7. How troubled or bothered have you been by medical problems in the
past 30 days?
M8. How important would it be for you to get treatment for these medical
problems?
Intent/Key Points: To record the client's feelings about how bothersome the
previously mentioned physical ailments have been in the last month, and how
interested they would be in receiving (additional) treatment. Be sure to have the
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client restrict his/her response to those problems counted in item 6. Introduce the
Client Rating Scale (0-4) on a card at this time, mentioning that it will be used at
the end of each section to allow the client to say which problems are most
serious for him/her.
Suggested Interviewing Techniques: When asking the client to rate the
problem, use the name of it, rather than the term problems. For example, if the
client reports trouble with chest pains in the last 30 days, ask him or her question
7 in the following way:
Mr. Smith, how troubled or bothered have you been in the past 30 days by the
chest pains that you mentioned, or any other medical problems?
Ask the client question 8 in the following way:
Mr. Smith, how important would it be for you to get (additional) treatment for the
chest pains that you mentioned, or any other medical problems?
If item 6 is 0, we suggest that you ask questions 7 and 8 in the following way, to
double-check that the client really hasn't had problems.
So, Mr. Smith, it sounds like you haven't had any medical problems in the past 30
days...may I assume that you haven't been bothered by any medical problems...?
Additional Probes:
Coding Issues: For item 8, emphasize that you mean additional medical
treatment for those problems specified in item 6.
Medical status, item 6. If Medical Status item 6 is "0," then item 7 and 8 must be
"0" also. You cannot rate the extent to which a nonexistent problem is
bothersome.
M9. Medical Status Severity Rating:
Remember the two-step derivation method for severity ratings:
Step 1: Reduce the 10-point scale (0-9) to 2 or 3 points, using only the critical
objective items.
0-1 No problem, treatment not necessary
2-3 Slight problem, treatment probably not necessary
4-5 Moderate problem, treatment probably necessary
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6-7 Considerable problem, treatment necessary
8-9 Extreme problem, treatment absolutely necessary
Consider adjusting the range based on the critical objective items of the section.
CRITICAL OBJECTIVE ITEMS OF THE MEDICAL SECTION
ITEM DESCRIPTION
1 Lifetime Hospitalizations
3 Chronic problems
Step 2: Factor in the client's rating scale as described on pages 5-7. For
example, if the interviewer's 3-point range is 4-5-6, and the client reports that he
has been extremely bothered (rates it a 4) and he would be extremely interested
in treatment for medical problems (rates it a 4), then select the highest point of
the 3-point range (in this case, a 6) for the severity rating in this section.
The 6 severity rating means that treatment is necessary for the medical section.
In many cases clients suffer from conditions which may only be arrested and at
least for now, cannot be cured (diabetes, hypertension, epilepsy, etc.). If the
client seems to be taking appropriate care of his/her condition (medication,
proper diet, etc.) and it is under control, there may be no need for an additional
form or type of treatment beyond the regimen he or she is currently receiving.
This client's severity rating may be low since additional treatment is probably not
necessary.
If the condition is serious and problematic it should be rated as severe even if
there is currently no effective treatment for that condition. However, even if the
condition is serious (i.e., diabetes) it should not be rated as severe if the medical
care that the client is currently receiving has brought the condition to a controlled,
non-problematic state, (e.g., insulin is controlling the reported diabetes).
Section 2: Employment/Support
Status
The employment/support status section of the ASI was designed to help you to
gather some basic information about the resources your client can record on a
job application, as well as his or her current sources of income to use for living
expenses. Clients may be hesitant to disclose information about illegally
receiving money or about under-the-table payments for services such as
housecleaning or repairs. For example, a client may be working while receiving
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unemployment benefits. They might feel unsure about whether or not they can
trust you to keep information confidential. For this reason, we recommend that
before you list the possible sources of income (questions 12-17), you reinforce
that the information that they give you during this section will remain within the
treatment program if this is consistent with your confidentiality policies.
E1. Education completed?
Intent/Key Points: To record basic information about the client's formal
education. Enter the number of years and months of completed formal education.
A Graduate Equivalence Diploma (GED) will be entered as 12, but should be
noted. Correspondence school will not be entered here. Education that does not
lead towards a degree should not be counted here. For example, art classes
would not normally count, unless they were taken as part of a degree program.
Suggested Interviewing Techniques: Ask as written, however, do not forget to
ask if the client received their GED. Sometimes, clients earn their GED while
incarcerated.
Mr. Smith, how many years of education have you completed?
Additional Probes:
Ask which college and what major, if applicable.
Ask name and location of high school.
Coding Issues: If a client received an associate's degree, record "14 00"; a
bachelor's degree, "16 00"; a master's degree, "18 00"; or a doctorate, "20 00."
E2.-E3. Training, technical education, profession, trade, skill
E2. Training or technical education completed
E3. Do you have a profession, trade or skill?
Intent/Key Points: For item 2, record basic information about the client's formal
technical education or training which could be listed on a job application. Enter
the number of months of formal or organized training that the client has
completed. Try to determine if this is valid training, such as a legitimate training
program or an apprenticeship through a recognized on-the-job training program.
An example of informal training which would not be counted is on-the-job training
provided by family members. If the client answers "Yes" to item 3, note what his
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or her trade is. In general, a trade will be counted as any employable,
transferable skill that was acquired through specialized training or education.
Suggested Interviewing Techniques: It may be helpful to ask three separate
questions. The first question identifies whether or not the client has ever received
any formal technical training.
Mr. Smith, have you ever received any job training through a formal on-the-job
training program or a training school like (local training school).
The second question (item 2) addresses the length of the course.
How long did that course take to complete?
Finally, the third question (item 3) identifies the client's profession, trade or skill.
The response to item 3 will not always coincide with the response to item 2 (i.e.,
a school teacher who has been trained in carpentry).
Do you have a profession, trade or skill?
Additional Probes:
Ask the name of the training institute and training received.
Ask for information about programs which the client started, but did not finish.
Ask for information about skills which the client has acquired without a formal
training program.
Coding Issues: Use judgment in recording training during military service. Count
this training only if it has potential use in civilian life and is designed to give the
client a marketable skill or trade. That is, cook, heavy equipment operation,
equipment repair will be counted; infantry training or demolition training generally
will not be counted.
If the client identifies a profession, trade, or skill, but does not make a living at it,
the interviewer still should count it. The intent is to have the client identify some
professional, trade, or skills which are currently marketable or potentially
marketable. For example, if a client says he or she is an artist, but does not earn
a living at it, the interviewer still would count it.
E4.-E5. Drivers license/automobile
E4. Do you have a valid driver's license?
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E5. Do you have an automobile available for your use?
Intent/Key Points: This item (and item 5) are simply an indication of the
opportunity to become employed, since many jobs require driving while at work
or at least the ability to get to work in places where public transportation is not
available. A valid driver's license is a license that has not expired nor been
suspended nor revoked. Item 5 does not necessarily require automobile
ownership but availability on a regular basis for personal transportation. Items 4
and 5 are to be used as indicators of the client's ability to get to and from work.
Suggested Interviewing Techniques: Ask as written. It has been our
experience that some clients have a difficult time answering this question in a
direct way. They may attempt to qualify their answer. For example, they may say,
"My license should be valid, but I just have to take care of some tickets." Record
that the client has no license and code item 5 with a "0" also.
Mr. Smith, do you have a valid driver's license?
Do you have an automobile available for your use, if you needed it to get to work
every day?
Additional Probes:
Ask why the license is invalid.
Coding Issues: If the client has no valid drivers license, code items 5 with a "0,"
rather than an "N."
Legal Status, items 17-18
E6. Full-time job
E6. How long was your longest full-time job?
Intent/Key Points: To record basic information about the client's work history.
Stress the fact that you are interested in the full-time job the subject held for the
longest period of time, not part-time job.
Suggested Interviewing Techniques: Ask as written, with emphasis on fulltime.
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Mr. Smith, how long was your longest full-time job?
It may be helpful, if the client has a difficult time answering this question as
stated, to gather information about the client's current job status, and work
backwards in time, recording information about all of his or her full-time jobs.
Although it may seem like you are doing extra work, the information will help you
answer item 10 (usual employment pattern, past 3 years).
So, Mr. Smith are you currently working? How long have you been working at
this job? What were you doing before this job? How long were you working at
that job?, and so on....
Additional Probes:
Ask for names of places where the client worked.
Ask the reasons for leaving jobs.
Ask the years that the client worked at each job.
Ask for information about part-time jobs.
Ask about position and job requirements.
Coding Issues: Employment while in military service will be counted only when it
is beyond the subject's original enlistment period.
Employment/Support status, item 10
E7. Occupation
E7. Usual (or last) occupation
Intent/Key Points: To record information about the client's job, in addition to the
level of skill the job demands as defined by the Hollingshead scale. (See
appendix III.) Record the name of the client's usual occupation.
In the box enter the code for the client's occupation from the Hollingshead scale:
Higher executive, major proprietor (CEO), major professional
Business manager, proprietor of medium sized concern, lesser
professional
Administrative personnel, small business proprietor, minor professional
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Clerical, sales worker, technician
Skilled manual laborer
Machine operator, semi-skilled worker
Unskilled
See appendix III for lists of jobs that fall within each category.
Record the usual occupation, even if the client has recently been working in a
different capacity. If the client does not have a usual occupation, then record the
most recent job.
Suggested Interviewing Techniques: Ask about the client's usual job. If the
client reports doing "whatever comes along", ask about his last occupation.
Mr. Smith, what do you usually do for a living?
If Mr. Smith does many different things.
Mr. Smith, what is the last job that you've held?
Additional Probes:
Ask names of places where the client has worked.
Coding Issues: Code as "X" only when the client has never worked at all. Be
sure to specify within general classes of work (e.g., if client responds as
salesman, then probe to determine computer sales, used car sales, etc.)
Employment/Support status items 2, 3, and 6
E8.-E9. Support
E8. Does someone contribute to your support in any way?
E9. Does this constitute the majority of your support?
Intent/Key Points: To record information about additional sources of financial
support. Ascertain whether or not the client is receiving any regular support in the
form of cash, housing or food from a friend or family member, not an institution. A
spouse's or common law or live-in mate's contribution to the household is
included.
Suggested Interviewing Techniques: Ask as written, with examples. Stress
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that you mean financial as opposed to emotional support. Help the client to
understand that financial support can mean housing and food, as well as cash.
Mr. Smith, is anyone currently contributing to your support? For example, is
anyone allowing you to stay with them? Is anyone putting money toward your
bills? Does your wife work?
Is the support that you're receiving, the majority of your support? That is, is it
more than your own self generated support?
Note: Clients who are living with their parents may get defensive if you ask them
directly about whether their parents are helping them out financially. There is no
need to press them to admit that their parents are helping them out. You already
have information about their current address (see "Current Address" on front
page. If they report that they aren't paying any room and board, you may code
item 8 with a 1 (Yes). You might consider asking, "Are you receiving money from
any source other than your parents?" If the answer is no, you may code item 9 as
"1," also.
Additional Probes:
Coding Issues: If the information from Employment Items 12-17 does not
confirm the initial response from items 8-9, then clarify any discrepancy. Code
item 9 with an "X" if answer to item 8 was "No."
Record information only about financial support from individuals... not institutions,
such as the Department of Public Assistance.
Employment/Support item numbers 12-17
E10. Employment pattern
E10. Usual employment pattern, past 3 years
Intent/Key Points: The interviewer should determine which choice for this item
is most representative of the past 3 years, not simply the most recent. Full-time
work (including under-the-table jobs) is regular and 35 or more hours per week.
Regular part-time work is a job with a work schedule of less than 35 hours per
week but which is regular and sustained. Irregular part-time work refers to jobs in
which the client works on a part-time basis but not on a reliable schedule. When
there are equal times for more than one category, record that which best
represents the current situation.
Suggested Interviewing Techniques: It may take a series of questions to get
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the most representative response to this item. Depending on the client, you might
consider beginning by asking about their current work situation and working
backwards in time over the past 3 years. Other clients find it easier to think back
to what they were doing 3 years ago and work forwards.
If you know he is employed:
Is your current job full-time? How long have you held this job? What kind of work
did you do before this job? Was that job a full-time job?
If you know he is unemployed:
How long have you been unemployed? What were you doing in your previous
job? How long did you hold that job? Was it a full-time or part-time job?
Regardless, the information that you finally record will represent the client's most
common employment pattern during the past 3 years.
Additional Probes:
Ask names of work places.
Ask amount of overtime.
Coding Issues: Record the code corresponding to the employment pattern most
representative of the client during the past 3 years. For example, code this item 1
for a client who worked full-time for 2 of the last 3 years, even if the client has not
worked for the past year. Likewise, code this item 1 if he worked full-time for 18
months and part-time for 18 months, thereby giving credit for the more extensive
pattern of work when the durations of patterns are equal.
Employment/Support status item 6
E11. Days paid for work - past 30
E11. How many days were you paid for working in the past 30?
Intent/Key Points: To record basic information about current work situation.
Record number of days in which the client was paid (or will be paid) for working.
Jobs held in a prison or in a hospital are not counted. Under-the-table jobs are
included. Paid sick days and vacation days are included here.
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Suggested Interviewing Techniques: Ask as written. Emphasize that you're
interested in under-the-table work also.
Mr. Smith, how many days were you paid for working, including under-the-table
work, in the past 30?
Additional Probes:
Ask name of employer.
Ask for an explanation for days of work missed.
Ask about days of overtime.
Coding Issues: A 5-day work week will be coded 20 days for 4 weeks of work.
E12-E17. Sources of income
E12-E17. How much money did you receive from the following sources in
the past 30 days?
Intent/Key Points:
E12. Employment: This is net or take-home pay. Also include pay for under-thetable work.
E13. Unemployment Compensation: Self-explanatory.
E14. DPA: This refers to public assistance or welfare, not SSI which is listed
below. Include dollar amount of Food Stamps here as well as transportation
money provided by an agency to assist the client in getting to and from
treatments. Keep in mind that if a client has been in an inpatient public program,
he or she probably did not have private insurance, and would instead have been
on Medicaid, and automatically eligible for Food Stamps.
E15. Pension, Benefits or Social Security. This includes pensions for disability
or retirement, veteran's benefits, SSI, and workman's compensation.
E16. Mate, Family or Friends: The purpose of this question is to determine how
much additional pocket money the client had during the past 30 days - not to
determine whether he or she was supported in terms of food, clothing and
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shelter. Record only money borrowed or received from one's mate, family or
friends. These refer only to cash payments given to the client and not to an
estimated value of housing and food provided. (This was assessed in items 8 &
9.) Do not simply record the earnings of a spouse in this item - just the dollars
actually given to the client to spend.
E17. Illegal: This includes any money obtained illegally from drug dealing,
stealing, fencing stolen goods, illicit gambling, etc. If client has received drugs in
exchange for illegal activity do not attempt to convert this to a dollar value.
Simply note this in the comments and in the legal section. Again, the focus is on
money available to the client, not an estimate of the client's net worth.
Suggested Interviewing Techniques: Read as written, with examples for each
item.
Mr. Smith, how much money did you receive from employment in the past 30
days?
Additional Probes:
Ask for information about bartering.
Coding Issues: Include under "Mate, family, or friends" any coincidental or
windfall income from licit gambling, loans, inheritance, tax returns, etc., or any
other unreliable source of income.
Employment/Support status items 8-9
Drug/Alcohol item 20
E18. Dependents
E18. How many people depend on you for the majority of their food,
shelter, etc.?
Intent/Key Points: Stress that these people must regularly depend upon the
client for financial support not simply people to whom the client has occasionally
given money. Do not include the client himself or a spouse who is selfsupporting. For example, a spouse who is working full-time or whom you know
has a job from a previous question and whom maintains separate living
expenses would not be counted. Do include dependents who are normally
supported by the client but due to unusual circumstances, have not received
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support recently. Alimony and child support payments are included as indications
of persons depending on the client, if appropriate.
Suggested Interviewing Techniques: Read as written, with examples.
Mr. Smith, how many people depend on you for the majority of their food,
shelter? For example, are any children living with you who depend on you to buy
their food for them?
Additional Probes:
Is the money taken out of your check?
Coding Issues: If the client shares expenses with someone else e.g., a spouse
then try to determine whether the other is pretty independent, or is dependent on
the client. Use your best judgement to decide if the other person is financially
dependent or not on your client.
Employment/Support status item 8.
Other items that refer to children or other dependents
E19. Employment problems - past 30 days
E19. How many days have you experienced employment problems in the
past 30?
Intent/Key Points: Include inability to find work (only if client has tried), or
problem with present employment (if employment is in jeopardy or unsatisfactory,
etc.).
Suggested Interviewing Techniques: The way you ask this question depends
on the information that you have about the client so far. If the client is working, it
is appropriate to ask the question as written, with examples.
Mr. Smith, how many days have you had employment problems in the past 30?
For example, have you been put on employment probation for any reason?
How many days have you disliked or had trouble with the job?
If the client has not worked in the past 30 days, you should ask a preliminary
question, which is not coded.
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Have you actively looked for work in the past 30 days?
If the answer is "yes," ask how many days the client actively looked for work.
Record that response in item 19. Refer to the number of days the client couldn't
find work as employment problems.
Mr. Smith, how many days have you had trouble finding work in the last 30?
Additional Probes:
Ask about nature of employment problems.
Coding Issues: It is important to distinguish if the problems reported here are
simply interpersonal problems on the job (e.g., does not get along with certain
members of the work force), or if the problems are entirely due to alcohol/drug
use. Problems such as these two types would most likely be counted under the
Family/Social or the Drug/Alcohol Use section, rather than this section.
Do not include problems in finding a job which are directly related only to the
client's substance abuse such as withdrawal or hangover.
Do not include bad feelings about employment prospects, or the general wish to
make more money or change jobs unless the client has actively attempted these
changes and has been frustrated.
In a situation where the client has not had the opportunity to work, due to
incarceration or other controlled environment, it is, by definition, not possible for
him/her to have had employment problems. In situations like this where the client
has not had the opportunity to meet the definition of a problem day, the
appropriate code is an "X" for Not Applicable and the client ratings that follow
should also be "X"s since they depend on the problem days question.
E20-E21. Employment problem ratings
E20. How troubled or bothered have you been by employment problems in
the past 30 days?
E21. How important is it for you to get employment counseling?
Intent/Key Points: These ratings are restricted to those problems identified by
item 19. For item 21, stress that you mean help finding or preparing for a job—
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not giving them a job.
Suggested Interviewing Techniques: The way you ask this question depends
on the information that you have about the client so far.
In item 19, if the client identified either a problem on the job, or a problem finding
a job after actively looking for one, ask the questions as written:
Mr. Smith, how much troubled or bothered have you been by the employment
problems that you had in the past 30 days, such as the period of time you spent
on employment probation?
If the client reported in item 19 that he or she has not worked in the past 30 days,
you should code item 20, 0 without asking it. We assume that if the client has not
actively looked for work in the past month, he or she has not been bothered by
employment problems. The interviewer should still ask item 21 in the following
way:
Mr. Smith, how important would it be for you to get employment counseling?
Additional Probes:
Ask about job sources contacted by the person.
Coding Issues: In a situation where the client has not had the opportunity to
work, due to incarceration or another controlled environment, it is, by definition,
not possible for him or her to have had employment problems. In situations like
this where the client has not had the opportunity to meet the definition of a
problem day, the appropriate answer is an "X" and the client ratings that follow
should also be "X"s since they depend on the problem days question.
E22. Employment/Support Severity rating
Step 1: Reduce the 10-point scale (0-9) to 2 or 3 points using only the critical
objective items (items 1-19 in the Employment/Support Status).
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CRITICAL OBJECTIVE ITEMS OF THE EMPLOYMENT/SUPPORT SECTION
ITEM
DESCRIPTION
1 and 2
Education and
Training
3
Skills
6
Longest Full-time
Job
10
Recent
Employment
Pattern
Step 2: Factor in the client's rating scale as described on pages 5-7. For
example, if the interviewer's 3-point range is 1-3, and the client reports that he
has been slightly (rates it a 1) bothered and he would be slightly (rates it a 1)
interested in job training or counseling for employment problems by his inability
to get a full-time permanent job, then select the lowest point of the 3-point range
(in this case, a 1) for the severity rating in this section.
The meaning of the 1 severity rating is that treatment is not necessary for the
Employment/Support Status section. The severity rating for this section should
have no effect on any other sections.
Section 3: Drug/Alcohol Use
The Drug/Alcohol Use section of the ASI helps you to gather basic information
about the client's substance abuse history. It addresses information about current
and lifetime substance abuse, consequences of abuse, periods of abstinence,
treatment episodes, and financial burden of substance abuse. Developers of the
ASI recommend that you add questions that you consider relevant to your client's
treatment plan. The manual addresses the Drug Grid (Drug and Alcohol items 112) in three separate sections: the client's use in the past 30 days, lifetime use,
and the route of administration. For each substance, you should ask the
questions pertaining to the last 30 days before you ask the question about
lifetime use. However, for some clients it is easier to determine lifetime use first,
before 30-day use. In fact, some counselors always probe by asking whether the
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client has ever used each of the listed drugs before asking life or 30-day use.
D1-D12: Drug and Alcohol Use, Past 30 Days.
Intent/Key Points: To record information about recent substance use. Record
the number of days in the last 30 that the client reported any use at all of a
particular substance. Note: It is important to ask all substance abuse questions
regardless of the presenting problem (e.g., an alcoholic may be combining drugs
with drinking; a cocaine user may be unaware of a drinking problem).
Suggested Interviewing Techniques: Be sure to prompt the client with
examples (using slang and brand names) of drugs for each specific category. We
recommend that you ask these questions as written below.
Mr. Smith, how many days in the past 30 have you used?
NOT...how many times in the past 30 days. There may be a big difference
between the number of days and the number of times.
NOT...how many drinks or lines or rocks in the past 30 days. There may be a big
difference between the number of days and the number of drinks.
NOTE: Item 2 Alcohol to Intoxication does not necessarily mean getting drunk. In
fact, it is not advisable to use the phrase "to intoxication" in asking the question
because clients' interpretations of this phrase vary so widely. Instead, ask the
number of days the client felt the effects of alcohol (e.g., got a buzz, high, or
drunk).
If the client gives evidence of considerable drinking yet denies feeling the effects
of the alcohol, get an estimate from the client of how much he or she has been
drinking. (He or she may be denying the effects or manifesting tolerance.) In
such cases, as a rule of thumb, the equivalent of three or more drinks in one
sitting or within a brief period of approximately 1 to 2 hours can be considered
"Alcohol to Intoxication" for item 02.
Additional Probes:
Ask quantity used per day.
Ask client to estimate the amount of money spent on the substance per day.
Ask about usage patterns (e.g., only on weekends, 1-week binges).
Coding Issues: Count prescribed medication under the appropriate generic
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category. (For example, a prescription sedative such as Xanax would be
recorded under "other sed/hyp/tranc.")
Record LAAM under "Methadone." Do not record antagonists such as Antabuse
and Naltrexone under the substance history section; rather, note them as
comments on the page.
Cocaine is used in many forms and these often have different names. Crack or
rock cocaine is simply the freebased or based (smokable) form of cocaine. All
different forms of cocaine (e.g., crystal cocaine, snorted; freebase cocaine,
smoked; crystal cocaine, injected) should all be counted under the cocaine
category.
Cross-check Drug/Alcohol Use items 1-12 with:
Drug/Alcohol Use, item 13
Drug/Alcohol Use, item 20
Drug/Alcohol Use, item 22 (possibly)
D1-12: Drug and Alcohol Use, Lifetime
Intent/Key Points: To record information about extended periods of regular use.
The rule of thumb for regular use is a frequency of three or more times per week.
However, it is true that cocaine, alcohol and even some other drugs can be
regularly (or erratically) and severely abused in two-day binges. Therefore, the
interviewer should probe for evidence of problematic use, usually to the point of
intoxication and to the point where it compromises other normal activities such as
work, school, or family life. Problematic use here will generally be obvious and it
should be counted even if it is less than three times per week. However, note that
with less regular use, the intent is if it compromises some normal activity. If binge
use fulfills these conditions it should be counted.
Suggested Interviewing Techniques: Generally, you will need to ask a number
of questions to get the information which you will eventually code in the boxes in
the grid. With many clients, it is possible to get a valid response by asking the
question the following way:
Mr. Smith, how many years of your life have you regularly used? By regularly, I
mean three or more times per week.
However, when interviewing clients with complicated substance use histories, it
may be helpful to ask them the year that they began to use the substance
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regularly, and work forward in time from there.
Mr. Smith, when did you start using alcohol regularly?
Since you started, have you ever abstained for over a month?
When did you pick up again?
After you have recorded the periods of time that the client has used each
substance, you know what to record in the lifetime section of the drug grid. You
may consider summarizing it for the client like this:
Mr. Smith, it sounds like you started using cocaine regularly while you were in
high school in 1978. You continued to use it regularly until 1981, when you got
into treatment. You stayed clean until 3 months ago, when your brother died. You
have been using regularly since then. So, in your lifetime, you have used it
regularly for 3 years and 3 months (code 3 years).
Additional Probes:
Ask about events which occurred at the same time that the client was using (or
abstaining from) a substance.
Ask about differences in route of administration over time.
Ask about substance combinations.
Coding Issues: Consider 6 months or more of regular or problematic use as 1
year; note less than 6 months of problematic use in the Comments section but do
not count it as a year.
See "Coding Issues" for Drug and Alcohol Use, Past 30 Days on pages , above,
for other relevant coding issues.
Drug/Alcohol Use, items 13, 20, and 22
D1-D12: Drug and Alcohol Use, Route of Administration
Intent/Key Points: To record information about the client's usual route of
administration for each substance listed. The code for the administration is listed
below the drug grid as follows:
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- ORAL
- NASAL
- SMOKING
- NON-IV INJECTION
- IV INJECTION
Suggested Interviewing Techniques: Use the name of the specific drug.
Provide examples.
Mr. Smith, how are you doing the cocaine? For example, are you snorting it...or
are you freebasing it...are you injecting it?
Additional Probes:
Ask about use of drug combinations.
Coding Issues: If the client uses more than one route of administration for a
drug, code the most serious route of administration; e.g., if a client smoked a
drug and injected it, you would code 5 (IV injection) rather than 3 (smoking).
D13. Multiple Substances:
Intent/Key Points: To record information about drug combinations. Under Past
30 Days, ask the client how many days he took more than one (ASI category)
substance including alcohol. Under Lifetime Use, ask the client how long he
regularly (generally three times per week for a month or more) took more than
one substance per day including alcohol.
Suggested Interviewing Techniques: By reviewing the information in the drug
grid, you should be able to estimate the number of days that the client used more
than one drug in the past 30, as well as the number of years he regularly used
more than one substance. To insure that you are getting accurate information,
ask the following:
How many days in the past 30 have you used more than one substance per day?
and
How many years have you regularly used more than one substance per day?
Additional Probes:
Ask which substances the client used together.
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Ask which substances the client used within the same day, but not together. Ask
the names of drugs which were prescribed.
Coding Issues:
Drug/Alcohol items 1-12
D14. Which substance is the major problem?
Intent/Key Points: To record the client's current major substance of abuse. The
interview should determine the major substance of abuse based upon the years
of use, number of treatments, number of DTs/overdoses. If the information
provides no clear indication of his drug problem, then ask the client what he or
she thinks is the major substance problem. Enter one of the following codes:
1. ALCOHOL
3. HEROIN
4. METHADONE
5. OTHER OPIATES/ANLAGES
6. BARBITURATES
7. OTHER SED/HYP/TRANQ
8. COCAINE
9. AMPHETAMINES
10. CANNABIS
11. HALLUCINOGENS
12. INHALANTS
15. ALCOHOL/DRUG
16. POLYDRUG
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Record a 16 if the client has major problems with more than one drug; or a 15 if
the client abuses alcohol and one or more drugs.
Suggested Interviewing Techniques: If you have to ask the question, ask it as
it appears on the ASI. Allow the client to report more than one substance as his
major problem.
Mr. Smith, which substance is your major problem?
Additional Probes:
Coding Issues: Some clients may report that legal methadone is their primary
drug problem, as in the case of clients who are seeking detoxification and drugfree treatment. This can be used as the major problem in item 14 and problems
associated with the legal methadone may be recorded in item 22.
For follow-up interviews, record what the client thinks is the major substance
abuse problem. If at follow-up the client maintains he or she has no drug or
alcohol problem but reports experiencing drug or alcohol problems on item 22,
then clarify item 14 by asking if he or she considers that substance the current
major problem.
D15-D16. Abstinence
D15. How long was your last period of voluntary abstinence from this major
substance?
D16. How many months ago did this abstinence end?
Intent/Key Points: To record details about the client's successful attempts at
abstaining from the current problem substance. Ask the client how long he or she
was able to remain abstinent from the major drug(s) of abuse (item 14). Stress
that this was the last attempt (of at least one month) at abstinence, not
necessarily the longest.
Suggested Interviewing Techniques: You may need to ask a series of
questions to get accurate responses to these items. For example, for item 15,
you may need to ask:
Have you ever stopped using for over a month?
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When was the last time you stopped using for over a month?
Did you stay clean on your own, or were you in some sort of a controlled
environment at the time?
How long did that period of abstinence last?
For item 16, you should ask:
How many months ago did this abstinence end?
Additional Probes:
Ask about circumstances surrounding the periods of abstinence.
Ask about circumstances surrounding the end of the abstinence period.
Coding Issues: Periods of hospitalization or incarceration are not counted as
abstinence, but should be noted in the Comments section if no drugs were used.
Periods of abstinence during which the client was taking Methadone, Antabuse
or Naltrexone as an outpatient are included.
If the code for item 14 was "00-No problem," enter "X" for item numbers 15 and
16.
If the code for item 14 was "15-Alcohol and Drug," then abstinence will refer to
both alcohol and the major drug(s).
If the code for item 14 was "16-Polydrug," then abstinence will refer to all abused
drugs. Enter 99 if the number of months equals 99 or more.
If the client has not been abstinent for 1 month, enter 00 for item 15 and "X" for
item 16.
If the period of abstinence is current, enter 00 for item 16.
D17-D18. Alcohol DTs/Drug Overdoses
D17-18. How many times have you had alcohol DTs/overdosed on drugs?
Intent/Key Points: To record information about consequences of using too much
substance. If in doubt about a reported overdose, ask what was done to the client
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to revive him/her. Simply letting the client sleep if off does not constitute an
overdose. If the client describes any incident in which the intervention by
someone was needed to recover, do not count this as an overdose. The nature
of overdose will differ with the type of drug used. While opiates and barbiturates
produce coma-like effects, amphetamine overdoses frequently result in toxic
psychoses.
Suggested Interviewing Techniques: Ask as written. Follow-up with additional
questions which will determine how you will code the response.
Mr. Smith, how many times have you had alcohol DTs?
How many times have you overdosed on drugs?
Did someone have to help you revive?
Did someone have to calm you down?
Additional Probes:
Ask whether or not the client was hospitalized.
Ask whether or not the overdose was intentional.
Coding Issues: Include suicide attempts if made by drug overdose (Remember
this in the Psychiatric section; be sure to check the Medical section to note
hospitalization).
Definition of Delirium Tremens (DTs). DTs occur 24-48 hours after a person's
last drink. They consist of tremors (shaking) and delirium (severe disorientation),
often accompanied by a fever and sometimes, but not always, hallucinations.
True DTs are usually so serious that they require some kind of medical care or
outside intervention. Impending DTs as diagnosed by a professional would also
be considered serious enough to count as DTs.
Problems sometimes mistaken for DTs. Do not confuse DTs with the shakes,
which occur about 6 hours after withdrawal of alcohol and do not include
delirium.
D19-D22. Alcohol abuse/drug abuse treatments
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D19-D20. How many times in your life have you been treated for alcohol
abuse/drug abuse? (Note: A treatment episode is a period of time in which
the patient was in continuous treatment with no breaks.)
D21-D22. How many of these were detox only?
Intent/Key Points: To record the number of times the client has received help
for their drug or alcohol problems. The purpose of item 19 is to determine the
extent to which the client has sought extended rehabilitation versus minimal
stabilization or acute crisis care. Therefore, record the number of treatments in
19 that were detoxification only and did not include any follow-up treatment. For
example, a client may have undergone detox and follow-up rehabilitation in one
episode and rehabilitation only in the second episode. The answer to questions
18 is 2. The answer to question 19 is 0 because none were detox only.
Suggested Interviewing Techniques: Ask as written.
Mr. Smith, how many times in your life have you been treated for alcohol or drug
abuse?
How many of those treatments involved a detox with no follow-up.
Additional Probes:
Ask the name of programs.
Ask reasons for leaving programs.
Ask about satisfaction with programs.
Coding Issues: Count any type of alcohol or drug treatment, including
detoxification, halfway houses, inpatient, outpatient counseling, and AA or NA (if
3 or more sessions) within a one month period for question 18.
If the client was treated for both alcohol and drug problems simultaneously, count
the treatment under both categories. Note that the treatment was for both.
Exclude Drivers' School for DWI violations. Ask questions separately for alcohol
and drugs. In the case of dual problems try to get the number of treatments in
each category.
Code as a single episode those treatment experiences which occur in different
facilities immediately following one another. For example, a client who spends
two months in a residential program followed immediately by a six month
outpatient program has been involved in one treatment episode, not two
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treatment episodes. However, if the client returns home before being admitted to
the outpatient program, the outpatient program should be counted as a separate
treatment episode.
Drug/Alcohol Use, items 1-13
D23-24. Spending - Alcohol/drugs
D23-24. How much would you say you spent during the past 30 days on
alcohol/drugs?
Intent/Key Points: This is primarily a measure of financial burden, not amount of
use. Therefore, enter only the money spent, not the street value of what was
used (e.g., dealer who uses but does not buy; bartender who drinks heavily but
does not buy, etc.).
Suggested Interviewing Techniques: If you probed sufficiently during the
Drug/Alcohol grid, you should have information about the amount of money that
the client spends daily on each substance. By multiplying the daily dollar amount
by the number of days the client says he or she used, you will get a good
estimate of the amount of money the client spent in the last month, without even
asking the question. Regardless, ask the question as written. If a client responds
that he can not possibly estimate the amount of money he spent in the past
month, remind him what he told you in the drug grid.
How much have you spent on alcohol and drugs in the past 30 days?
You told me that you spent about $20 a day on coke...and you used coke 16
days...so it sounds like you spent at least $320 on coke.
Sometimes, the client will argue about the amount of money he spent. He may
explain that although he used $320 worth, he only spent $200 worth because he
knows people who provide him with cheap drugs. Code only what the client
reports he spent on drugs.
Additional Probes:
As described above, ask for information which explains differences between the
reported amount of money spent and the amount of drugs used.
Coding Issues: Enter "Z" only if client cannot make a reasonable determination.
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Do not include the dollar amount of drugs for which the client provided services
(sex for drugs, acting as a middle man for drug deals). Just include the amount of
cash the client put out for the drugs.
Employment/Support items 12-17
D25. Outpatient alcohol/drug treatment
D25. How many days have you been treated in an outpatient setting for
alcohol or drugs in the past 30 (Include NA, AA)?
Intent/Key Points: Treatment refers to any type of outpatient substance abuse
therapy. This does not include psychological counseling or other therapy for non
abuse problems.
Suggested Interviewing Techniques: Ask as written below.
Mr. Smith, how many days in the past 30 have you been treated in an outpatient
setting or attended self-help groups like AA or NA?
Additional Probes:
Ask names of programs.
Ask types of meetings.
Coding Issues: Do include methadone maintenance, AA, NA, or CA meetings,
Antabuse, etc.
Treatment requires personal (or at least telephone) contact with the treatment
program. The fact that the client was officially enrolled in a program does not
count if he or she has not attended at least 3 sessions.
D26-D27. Alcohol/drug problems - past 30 days
D26-D27. How many days in the past 30 have you experienced alcohol
problems/drug problems?
203
Intent/Key Points: Be sure to stress that you are interested in the number of
days the client had problems directly related to alcohol or drug use. Include
craving for alcohol/drugs, withdrawal symptoms, disturbing effects of drug or
alcohol intoxication, or wanting to stop and , or impairment in functioning in other
areas such as work or family.
Suggested Interviewing Techniques: Ask as written, with plenty of examples
based on what the client has already told you. Clients's denial of problems may
hinder the interviewer's ability to record accurate information. The interviewer
should focus the question on symptoms or situations already described by the
client as problematic. For example, if a client says, "I can handle my alcohol use.
My lawyer said I should get into treatment because it will help my DUI case." The
interviewer might say, "How many days in the past 30 have you had problems
related to alcohol use...such as worrying about your DUI case?" Another example
follows:
Mr. Smith, how many days in the past 30 have you experienced alcohol
problems...such as the fact that you've been getting in trouble at work because of
your drinking, or the fact that you have been spending all of your money on
alcohol?
Additional Probes:
Ask the client if he or she does the following:
thinks about using (has craving);
is unable to stop using after starting;
is aware of the consequences of using; and
experiences physical withdrawal symptoms.
Coding Issues: It is important to distinguish between simple interpersonal
problems on the job (e.g., cannot get along with certain members of the work
force) and problems entirely due to alcohol/drug use. The latter type are more
likely to be counted under the Family/Social or Alcohol/Drug sections than here.
Do not include problems in finding a job which are directly related only to the
patient's substance abuse, such as withdrawal or hangover.
Do not include bad feelings about employment prospects or a general wish to
make more money or change jobs unless the patient has actively attempted to
make such changes and been frustrated.
In a situation where the patient has not had the opportunity to work due to being
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incarcerated or in another controlled environment it is, by definition, not possible
for him or her to have had employment problems. In situations like this where the
patient has not had the opportunity to meet the definition of a problem day, the
appropriate answer is an "X", and the patient ratings that follow should also be
"X"s, as they depend on the problem days question.
Drug/Alcohol section, items 23 and 24. If item 22 is 0, then items 23 and 24 must
equal 0 also, since one cannot rate nonexistent problems.
D28-D31. Alcohol/drug problem ratings
D28, D30. How troubled or bothered have you been in the past 30 days by
alcohol or drug problems?
D29, D31. How important would it be for you to get treatment for alcohol or
drug problems?
previously mentioned drug or alcohol have been in the last month and how
interested they would be in receiving (additional) treatment. Be sure to have the
client restrict his/her response to those problems in the past 30 days.
problem, provide concrete examples of them, rather than the term "problems."
For example, if the client reports that in addition to worrying about a DUI case,
they have had physical problems from alcohol, such as hangovers, the
interviewer should ask item 23 in the following way:
Mr. Smith, how troubled or bothered have you been in the past 30 days by
alcohol problems such as hangovers that you mentioned...or the worry over your
upcoming case?
Ask item 24 in the following way:
Mr. Smith, how important would it be for you to talk to someone about your
alcohol problems...such as the hangovers that you mentioned...or the worry over
your upcoming case?
Additional Probes:
The time period covers the past 30 days whether or not the client was in a
restricted environment. If a client was in a restricted environment, additional
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problems might be required, such as:
Mr. Smith, while in jail the last 30 days, did you think about drugs or have
cravings?
Coding Issues:
Cross-check with:
Drug/Alcohol section, item 22. If 22 is 0, then 23 and 24 must equal "0" also
since one cannot rate nonexistent problems.
D32-D33. Drug Severity Rating Alcohol Severity Rating
objective items (items 1-22, Drug/Alcohol Section).
CRITICAL OBJECTIVE ITEMS OF THE DRUG AND ALCOHOL SECTIONS
ITEM
DESCRIPTION
1-13
Abuse History
15-16
Abstinence
17
ODs and DTs
18
Lifetime Treatment
Step 2: Factor in the client's rating scale, as described on pages 5-7. For
has been extremely (rates it a 4) bothered and he would be extremely (rates it a
4) interested in treatment for medical problems, then select the highest point of
the 3-point range (in this case, an 8 for the severity rating in this section.
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The meaning of the 8 severity rating is that treatment is absolutely necessary for
the Drug/Alcohol section. The severity rating for this section should have no
effect on any other sections.
Section 4: Legal Status
The legal status section of the ASI helps you to gather some basic information
about your client's legal history. It addresses information about probation or
parole, charges, convictions, incarcerations or detainments, and illegal activities.
We recommend that you add questions that you consider relevant to your client's
treatment plan. An interviewer can most efficiently gather accurate information
from this section by doing a lot of probing in the first part of the section. For
example, if a client reports that he or she was charged with a criminal offense,
the interviewer should ask whether or not he or she was convicted, and if so,
whether or not any time was spent in prison. By addressing and recording these
details in the early part of the section, the interviewer can move more quickly
through the latter parts of the section.
L1-L2. Legal Status related to treatment
L1. Was this admission prompted or suggested by the criminal justice
system?
L2. Are you on probation or parole?
Intent/Key Points: To record information about the relationship between the
client's treatment status and legal status. For item 1, enter 1 if any member of the
criminal justice system was responsible for the client's current admission or
generally, if the client will suffer undesirable legal consequences as a result of
refusing or not completing treatment. For item 2, enter 1 if the client is currently
on probation or parole.
Suggested Interviewing Techniques: Ask both questions as written. Provide
examples of referral sources which are related to the criminal justice system to
clarify any confusion related to item 1.
Mr. Smith, was your admission to this treatment program prompted or suggested
by the criminal justice system, like a lawyer or probation officer...or did you
decide to come here on your own?
Are you on probation or parole?
If a client says that he or she is currently on probation or parole, we
recommended that you routinely ask for details. For example, you should ask:
Why are you on probation (With what criminal offense were you charged)?
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How long have you been on probation? When will your probation period end?
Additional Probes:
Ask who referred the client.
Ask about the circumstances surrounding the referral.
Ask about the length and terms of the probation or parole (i.e., Federal or State).
Ask the name of the probation or parole officer.
Coding Issues:
Legal Status, items 3-14C
L3-L16. Arrests and convictions
L3-L14. How many times have you been arrested and charged with the
following?
Intent/Key Points: This is a record of the number and type of arrest counts with
official charges (not necessarily convictions) accumulated by the client during his
life. Be sure to include the total number of counts associated with any one arrest
and not just arrests. These include only formal charges not times when the client
was just picked up or questioned. Do not include juvenile (pre-age-18) crimes,
unless the court tried the client as an adult, as is the case in particularly serious
offenses.
NOTE: The inclusion of adult crimes only is a convention adopted for our
purposes alone. We have found it is most appropriate for our population. The use
of the ASI with different populations may warrant consideration of juvenile legal
history.
Suggested Interviewing Techniques: If a client responds that he or she has
been charged with an offense, we recommend that you ask for details (e.g.,
whether the client was convicted or not, whether the client was incarcerated, paid
a fine, or spent time on probation). These details will help you to move more
quickly through the latter part of the section. If you do not gather information
early, your attempts at gathering information from clients with complicated legal
histories may be hindered. Therefore, we recommend that you ask the question
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as written below, with probes like the ones listed below asked routinely.
Mr. Smith, how many times in your life have you been charged with ?
If the client reports that he or she was charged:
What happened with that charge...for example, was it dropped...were you
convicted of it?
If the client reports that he or she was convicted:
What happened when you were convicted...did you spend time in prison...did you
pay a fine...were you on probation?
Additional Probes:
Ask the years in which they were charged for each offense.
Ask about the details surrounding each criminal act.
Ask about significant events occurring at the same time that the client was
charged with each offense.
Coding Issues: Do include arrests which occurred during military service. Do not
include those that have no civilian life counterpart (e.g., AWOL, insubordination)
but do record these in the Comments section.
Code attempts at criminal activity (e.g., attempted robbery, attempted rape) the
same way that you code the activity. Therefore, charges of attempted robbery
would be coded under robbery.
In some states, Contempt of Court is the charge leveled against someone who
has failed to pay support or alimony payments.
Coding for domestic violence would depend on the charge (and may vary by
jurisdiction). In some cases it may be coded as assault and in others as another
misdemeanor.
L17. Convictions
L17. How many of these charges resulted in convictions?
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Intent/Key Points: To record basic information about the client's legal history.
Do not include the offenses listed in items (16-18) in this count. Note that
convictions include fines, probation, suspended sentences as well as sentences
requiring incarceration. Convictions also include guilty pleas. Charges for parole
and/or probation violations are automatically counted as convictions.
Suggested Interviewing Techniques: If you did not gather information about
convictions through probing during items 1-14C, ask as written.
Mr. Smith, how many of these charges resulted in convictions?
Additional Probes:
Ask whether or not the client was incarcerated.
Coding Issues: Code item 15 with a "X" if items 3-14C are all coded 00.
Legal Status item 19 (possibly)
L18-L20. Additional charges
How many times have you been charged with the following?
L18. Disorderly conduct, vagrancy, public intoxication
L19. Driving while intoxicated
L20. Major driving violations
Intent/Key Points: Charges in item 16 category may include those which
generally relate to being a public annoyance without the commission of a
particular crime. Driving violations counted in item 18 are moving violations
(speeding, reckless driving, leaving the scene of an accident, etc.). This does not
include vehicle violations, registration infractions, parking tickets, etc.
Mr. Smith, how many times have you been charged with the
following...(disorderly conduct, vagrancy, or public intoxication)?
Additional Probes:
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Ask outcome(s) of the charge(s).
Coding Issues: Note that these items refer to charges, not convictions.
Employment/Support item 4 (possibly)
L21-L23. Last incarceration
L21. How many months were you incarcerated in your life?
L22. How long was your last incarceration?
L23. What was it for?
Intent/Key Points: For item 19, enter the number of total months spent in jail
(whether or not the charge resulted in a conviction), prison, or detention center in
the client's life since the age of 18, unless the client was detained as an adult
while still a juvenile. If the number equals 100 or more, enter 99. Count as one
month any period of incarceration two weeks or longer. For item 21, use the
number assigned in the first part of the Legal Section (03-14 and 16-18) to
indicate the charge for which the client was incarcerated. If the client was
incarcerated for several charges, enter the most serious or the one for which he
or she received the most severe sentence.
Suggested Interviewing Techniques: Ask the questions as written.
How many months have you been incarcerated in your life?
How long was your last incarceration?
What was it for?
Additional Probes:
Ask details of unusual periods of incarceration (serving time for two convictions
concurrently).
Coding Issues: Be sure to code the total number of months that the client was
incarcerated for large periods of time. Do not code overnight incarcerations. Do
not code large numbers (30+) of overnight incarcerations. For example, a
barroom brawler may report being thrown in jail over 30 times for a couple of
nights each time. Do not count those 30 incarcerations.
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If the client has never been incarcerated for over a month, code item 19 with 00,
item 20 with "X", and item 21 with "X." Item 20 should always be less than item
19.
Make sure that long periods of incarceration are accounted for in other parts of
the interview, like the drug/alcohol grid. For example, if a client reports spending
a long period of time in jail, but never reported abstaining from drug use, you
should clarify whether or not he used drugs in jail. Record the information in the
Comments section.
L24-L25. Current legal status
L24. Are you presently awaiting charges, trial or sentence?
L25. What for?
Intent/Key Points: To record information about the client's current legal status.
For item 23, enter "X" if the client is not awaiting charges, trial, or sentence. Do
not include civil lawsuits, unless a criminal offense (contempt of court) is
involved.
Are you presently awaiting charges, trial, or sentencing for any reason?
Additional Probes:
Ask the date on which the sentencing will take place.
Coding Issues: Item 22 should never be coded with an "N." It should always be
asked. If item 22 is "0", then item 23 should be coded "N." For item 23, use the
numerical code on the left column which corresponds to the charge which are
items 03-14C, 16-18. Note circumstances of civil lawsuits in Comments section.
Legal status item 03-14C, 16-18.
L26. Detained - past 30 days
L26. How many days in the past 30 were you detained or incarcerated?
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Intent/Key Points: To record information about whether the client was detained
in the last 30 days.
Suggested Interviewing Techniques: Ask as written. If he asks for the
difference between an incarceration and a detainment, (i.e., "Hey, didn't you ask
me that question already?"), give him a few examples of detainments. For
example, if the client was put in jail to sleep off a drunk, or detained and
questioned by the police because he looked like someone who had committed a
crime, you would code that he has been "detained or incarcerated in the past 30
days."
Mr. Smith, how many days in the past 30 were you detained or incarcerated?
Additional Probes:
Ask reasons for being detained.
Coding Issues: Include being detained; e.g., questioned but released.
General information, items 6, 7
L27. Illegal activities - past 30 days
L27. How many days in the past 30 have you engaged in illegal activities for
profit?
Intent/Key Points: Enter the number of days the client engaged in crime for
profit. Do not count simple drug possession or drug use. However, do include
drug dealing, prostitution, burglary, selling stolen goods, etc.
Mr. Smith, how many days in the past 30 have you engaged in illegal activities
for profit?
Additional Probes:
Ask the type of illegal activity.
Ask whether the client received cash or drugs.
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Coding Issues: Include illegal activity as for profit even if the patient received
drugs or other goods (rather than cash) in return for the illegal activity.
Employment/Support Status item 17
L28-L29. Client's rating about legal problems
L28. How serious do you feel your present legal problems are?
L29. How important to you now is counseling or referral for these legal
problems?
Intent/Key Points: To record the client's feelings about how serious he feels his
previously mentioned legal problems are, and the importance of getting
(additional) counseling or referral. For items 26, and 27, the client is rating the
need for referral to legal counsel for defense against criminal charges, only.
Concerns about civil legal problems should be noted in the Comments section.
problem, use the name of it, rather than the term "problems." For example, if the
client reports that he is awaiting trial on a criminal charge, ask him the questions
in the following way:
Mr. Smith, how serious are your present legal problems...such as your upcoming
burglary trial?
How important would it be for you to get counseling or referral for the burglary
trial that you mentioned?
Additional Probes:
Coding Issues: Severity should be based on criminal offenses. Allow the patient
to describe their feelings about current legal problems only...not potential legal
problems. For example, if a patient reports selling drugs on a few days out of the
past 30, but has not been caught, he does not have any current legal problem. If
he gets caught selling drugs then he will have a legal problem.
Legal status item 22
L30. Legal Status Severity Rating
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objective items (items 1-25 in the Legal Status section).
ITEM
3-14
15
22-23
25
CRITICAL OBJECTIVE ITEMS OF THE LEGAL STATUS SECTION
DESCRIPTION
Major Charges
Convictions
Current Charges
Current Criminal
Involvement
has been moderately (rates it a 2) worried about charges against him for driving
while intoxicated and he would be moderately (rates it a 2) interested in legal
assistance, then select the mid point of the 3-point range (in this case, a 5) for
the severity rating in this section.
The meaning of the 5 severity rating is that counseling or referral is probably
necessary for the client's legal problems. The severity rating for this section
should have no effect on any other sections.
Section 5: Family History
The Family History Section of the ASI was designed to help you gather
information on patient's relatives who have/had a significant drinking, drug use,
or psychological problem which did or should have led to treatments. This section
does not have a severity rating since the purpose is to gather historical
information.
H1-H12. Drinking, drug use, psychological problems of relatives
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H1-H12. Have any of your relatives had what you would call a significant
drinking, drug use or psychological problem-one that did or should have
led to treatment?
Intent/Key Points: The Family History grid is designed to summarize the
psychiatric, alcohol and drug abuse problems of the client's relatives in each of
the specified categories. The grid is grouped into three categories: one for the
mother's side of the family; one for the father's; and one for siblings. Under each
heading, relatives (e.g., grandmother from mother/father's side or brother for
sibling's) are listed. Note that this information pertains only to biological families.
For clients who are adopted or have limited knowledge about their biological
family, skip this section. The information supplied by the client cannot generally
be validated and thus should be coded cautiously using the following guidelines.
Determination of problem status: It is not necessary for there to be a medical
diagnosis or for formal treatment in order to count as a problem. Again, the client
is the best source of information here and should be told to count a problem
as...one that either did or should have led to treatment.
In general, a "yes" response should be recorded for any category where at least
one member of the relative category meets the criterion. For example, if the client
has two aunts on his/her mother's side and feels that one of them had a serious
drinking problem and the other had a significant psychiatric problem. In this case,
"yes" codes are counted under the aunt category (mother's side) for both alcohol
and psych. A "no" response should only be counted if all relatives in the category
fail to meet the criterion. If there are no relatives in the category, an "X" is coded.
If there are more than two brothers or two sisters, the two worst brothers/sisters
should be used for coding.
Suggested Interviewing Techniques: A preliminary question can help to
determine whether any biological relatives exist in that category.
Mr. Smith, did your mom have any sisters?
Then, focus the question on whether any individual in the category has had a
problem.
Mr. Smith, did any of your aunts have an alcohol problem that should have led to
treatment?
Mr. Smith, did any of your aunts have a drug problem that should have led to
treatment?
Mr. Smith, did any of your aunts have a psychiatric problem that should have led
to treatment?
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Additional Probes:
Ask the names of individual family members with multiple problems.
Ask the birth order of individual family members with multiple problems.
Coding Issues: Code information about biological family, only.
Place an 0 in the relative category where the answer is clearly no for all relatives
in the category. Place a 1 in the relative category where the answer is clearly yes
for any relative in the category.
Note: The 0, 1 code pertains to yes or no responses; not to the number of
relatives. It is particularly important for interviewers to make judicious use of the
"X" and "Z" responses to these questions.
An "X" should be coded for all categories where there is no relative for the
category.
If there are more than two brothers or sisters, the two worst brothers and/or
sisters should be counted.
An "Z" code should be used for any situation where the client simply cannot
recall or is not sure for any reason. In general it is far better to use an "Z" than to
record possibly inaccurate information.
In cases where there are more than two brothers or sisters, the most severe
cases should be reported.
Section 6: Family/Social
Relationships
In this section, more than any other, there is difficulty in determining if a
relationship problem is due to intrinsic problems or to the effects of alcohol and
drugs. In general, the client should be asked whether he or she feels that "if the
alcohol/drug problem were absent", would there still be a relationship problem.
This is often a matter of some question but the intent of the items is to assess
inherent relationship problems rather than the extent to which alcohol/drugs have
affected relationships.
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F1-F3. Marital status
F1. Marital Status:
F2. How long have you been in this marital status?
F3. Are you satisfied with this situation?
Intent/Key Points: To record information about the client's marital status,
duration of marital status and satisfaction with marital status. For item 1, enter
the code for present legal marital status. For item 2, enter number of years and
months client has been in the current marital status. For item 3, a satisfied
response must indicate that the client generally likes the situation, not that he or
she is merely resigned to it.
Suggested Interviewing Techniques: Ask as written, with examples.
Mr. Smith, what is your marital status...are you married, remarried, single, in a
committed relationship?
How long have you been?
Are you satisfied with your marital status?
Additional Probes:
Ask reasons for dissatisfaction or separation (if applicable).
Coding Issues: Consider common-law marriage (7 years) as married (1).
Individuals who consider themselves married because of a commitment
ceremony or significant period of cohabitation should be coded as married and
considered married for the remainder of the questions pertaining to marriage or
spousal relations. This includes gay/lesbian relationships if the person considers
their partner a spouse.
For clients who were never married, enter the number of years since age 18 (an
indication of their adult status) in item 2.
F4-F6. Usual living arrangements
F4. Usual living arrangements (past 3 years)?
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F5. How long have you lived in these arrangements?
F6. Are you satisfied with these living arrangements?
Intent/Key Points: To record information about the client's usual living
arrangements during the past three years. For item 4, code the arrangement in
which the client spent most of the last three years, even if it is different than his
or her most recent living arrangement. If the client lived in several arrangements
choose the most representative of the three year period. If the amounts of time
are evenly split, choose the most recent situation. For clients who usually live
with parents, enter the number of years residing there since age 18 in item 5. A
"satisfied" response in item 6 must indicate that the client generally likes the
situation, not that he or she is merely resigned to it.
Suggested Interviewing Techniques: You may have to ask a number of
additional questions to get accurate responses to these items. You should
provide a frame of reference (the last three years). You may consider asking the
client for information about his current living arrangements, and all previous
arrangements for the past three years, as follows:
Mr. Smith, you mentioned that you are currently living with your mother. For how
many years (or months) have you been living with her?
Who were you living with before you moved in with your mom?
How long were you living with those folks? and so on....
By recording this information, you can figure out not only which living
arrangement was the most representative, but the length of each arrangement,
as well.
Additional Probes:
Ask reasons for leaving each arrangement.
Coding Issues: Ask the client to describe the amount of time spent living in
prisons, hospitals, or other institutions where access to drugs and alcohol are
restricted. If this amount of time is
General Information, item 1
All information related to recent controlled environments on the rest of the
interview (if the response to item 4 is "8.")
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F7-F8. Living environment
F7-F8. Do you live with anyone who has a current alcohol problem/uses
non-prescribed drugs?
Intent/Key Points: Items 6A and B explore whether the client will return to a
drug- and alcohol-free living situation. This is intended as a measure of the
integrity and support of the home environment and does not refer to the
neighborhood in which the client resides. The home environment in question is
the one in which the client either currently resides (in the case of most outpatient
treatment settings) or the environment to which the client expects to return
following treatment. This situation does not have to correspond to the
environment discussed on items 4-6.
Suggested Interviewing Techniques: Since you should already have
information about the client's current living situation, you can tailor the question to
the client. For example, if the client reports living only with his mother, you may
ask this series of questions:
Mr. Smith, does your mother drink?
Do you think she has a problem with alcohol?
Does she use non-prescribed drugs, or prescribed drugs in a non-prescribed
fashion?
Additional Probes:
Ask about client's relationships with people who use substances (father/daughter,
husband/wife).
Ask the number of people who use substances.
Coding Issues: For the alcohol question (6A), code "yes" only if there is an
individual with an active alcohol problem (i.e.,...a drinking alcoholic) in the living
situation, regardless of whether the client has an alcohol problem.
For the drug use question (6B), code "yes" if there is any form of nonprescribed
not medically supervised drug use in the living situation.
F9-F10. Free time
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F9. With whom do you spend most of your free time?
F10. Are you satisfied with spending your free time this way?
Intent/Key Points: The intent is to assess the extent of and satisfaction with
social interactions and leisure time. The response to item 7 is usually easy to
interpret. Immediate and extended family as well as in-laws are to be included
under "Family" for all items that refer to "Family." "Friends" can be considered
any of the client's associates other than family members. Code "associates" as
friends, even if the client says he or she wouldn't call them friends.
Mr. Smith, with whom do you spend most of your free time...your family, friends
or alone...?
Are you satisfied with spending your free time this way?
Additional Probes:
Ask for details about free time (going to the movies, using drugs, watching TV).
Coding Issues: A "satisfied" response to item 8 must indicate that the client
generally likes the situation, not that he or she is merely resigned to it.
IMPORTANT: Some clients may consider a girlfriend/boyfriend with whom they
have had a long standing relationship as a family member. In such cases he or
she can be considered a family member. If you have coded this person as a
"family member" here, also consider him or her as a family member in questions
9a, 20 and 22 and as a "spouse" in question 13.
Family/Social Status item 9
F11. Close friends
F11. How many close friends do you have?
Intent/Key Points: The intent is to measure the client's available support
system. Stress that you mean close. Do not include family members or
girlfriend/boyfriend who is considered to be a family member/spouse.
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Suggested Interviewing Techniques:
Mr. Smith, how many close friends do you have...by that I mean people outside
of your family that you can trust?
Additional Probes:
Ask names of close friends.
Ask about amount of contact with close friends.
Coding Issues:
Other items in the interview that address close relationships, such as
family/social relationships item 16
F12-F17. Personal relationships
F12-F17. Would you say you have had close, long lasting personal
relationships with any of the following people in your life?
Intent/Key Points: Item 9A assesses the extent to which the client has a history
of being able to establish and maintain close, warm and mutually supportive
relationships with any of the people listed. Note that this section is not restricted
to questions about biological family members, but, where appropriate, concerns
adoptive family members or individuals the patient regards as family members.
A simple yes response is not adequate for these questions and some probing will
be needed to determine specifically if there has been the ability to feel closeness
and mutual responsibility in the relationship. Does the client feel a sense of value
for the person (beyond simple self-benefit)? Is the client willing to work to
retain/maintain these relationships?
Suggested Interviewing Techniques: You will have to ask a number of
questions to get accurate responses to these items.
Mr. Smith, have you had a long-lasting personal relationship with your mother?
For example, would you go out of your way to do things for her? Would you loan
her money if she needed it?
Additional Probes:
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Ask about frequency of contact.
Ask about nature of contact.
Coding Issues: It is particularly important for interviewers to make judicious use
of the "X" and "Z" responses to these questions. In general, a "yes" response
should be recorded for any category where at least one member of the relative
category meets the criterion. For example, if the client has two brothers and has
had serious problems with one of them and has developed a warm, close
relationship with the other, then items 9A (Brothers/Sisters) and 12 would both be
counted as "yes." In contrast, a "no" response should only be counted if all
relatives in the category fail to meet the criterion. An "X" should be coded for all
categories where there is no relative for the category.
Family/Social Status items 10-18
F18-F26. Serious problems getting along with . . .
F18-F26. Have you had significant periods in which you have experienced
serious problems getting along with...(in the past 30 days, in your life)?
Intent/Key Points: To record information about extended periods of relationship
problems and also quality of these relationships in the past 30 days. These items
refer to serious problems of sufficient duration and intensity to jeopardize the
relationship. They include extremely poor communication, complete lack of trust
or understanding, animosity, chronic arguments. If the client has not been in
contact with the person in the past 30 days it should be recorded as "X". An "X"
should also be entered in categories that are not applicable; e.g., in the case of a
client with no siblings.
Suggested Interviewing Techniques: It is recommended that the interviewer
ask the lifetime question from each pair, first. For example:
Have you ever had a significant period in your past which you experienced
serious problems with your father?
Regardless of the answer the interviewer should inquire about the past 30 days.
How about more recently? Have you had any serious problems with your father
in the past 30 days.
Additional Probes:
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Ask about the nature of the problem.
Ask for facts about relationships (number of siblings, children, etc.)
Coding Issues: It is possible that a client could have had serious problems with
a father in the past but because of death, not have a problem in the past month.
The correct coding in this case would be "yes" under Lifetime and "X" under Past
30 Days. An "Z" code should be used for any situation where the client simply
cannot recall or is not sure for any reason. In general, it is far better to use an "Z"
than to record possibly inaccurate information.
Item 13 may include any regular, important sexual relationship.
Understand that the Past 30 Days and the Lifetime intervals in items 10-18C are
designed to be considered separately. The Past 30 Days will provide information
on recent problems, while Lifetime will indicate problems or a history of problems
prior to the past 30 days.
It is particularly important that interviewers judiciously use the "X" and "Z"
responses to these questions. In general, a "yes" response should be recorded
for any category where at least one member of the relative category meets the
criterion (e.g., the client had no serious problems with any relative that falls in the
category). In contrast, a "no" response should only be counted if all relatives in
the category fail to meet the criterion. An "X" should be coded for all categories
where there is no relative for the category.
F27-F29. Abuse
F27-F29. Did any of these people abuse you...(in the past 30 days, in your
life)?
Intent/Key Points: These items assess what may be important aspects of the
early home life of clients (lifetime answers) and to assess dangers in the recent
and possibly future environment (past 30 days answers). It will be important to
address these questions in a supportive manner, stressing the confidentiality of
the information and the opportunities for the client to raise this in subsequent
treatment sessions with an appropriate provider.
NOTE: The instructions on the instrument are misleading. Although you should
record whether or not the client was abused by anyone in the list (items 10-18),
abuse from any other individual should be recorded, also.
Emotional abuse will generally be coded entirely on the basis of what the client
reports and it is understood that it will be difficult to judge whether the actual
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abuse reported (or lack of it) would be considered abuse to another person. No
attempt should be made to do this since the intent here is to record the client's
judgment.
Physical abuse should follow the same general guidelines as emotional abuse
with one caution, simple spankings or other punishments should not be counted
as abuse unless they were (in the eyes of the client) extreme and unnecessary.
Sexual abuse is not confined to intercourse but should be counted if the client
reports any type of unwanted advances of a sexual nature by a member of either
gender.
Suggested Interviewing Techniques: Ask as written, with examples as written.
Mr. Smith, have any of the people that I just mentioned...or any others in your
life...ever abused you emotionally? For example, has anyone ever humiliated you
or made you feel ashamed by calling you names?
Additional Probes:
Ask about the other's knowledge of abuse.
Note: Probes should be used sparingly for this question since the intent is merely
to record whether or not abuse occurred, not to discuss the issue in detail.
Coding Issues: Although some consider prostitution a form of abuse, do not
code it as abuse here. Rather, code 0, as it is assumed that the individual
exercised free will in entering into prostitution.
F30-31. Conflicts
F30-F31. How many days in the past 30 have you had serious conflicts with
your family/other people?
Intent/Key Points: Conflicts require personal (or at least telephone) contact.
Stress that you mean serious conflicts (e.g., serious arguments; verbal abuse,
etc.) not simply routine differences of opinion. These conflicts should be of such
a magnitude that they jeopardize the client's relationship with the person
involved.
225
Mr. Smith, how many days in the past 30 have you had serious conflicts...by
serious, I mean a conflict which may have put your relationship with someone in
your life in jeopardy...for example, a big blow-up...?
Additional Probes:
Ask the nature of the conflict. (What did you fight about?)
Ask how regularly serious conflicts occur.
Coding Issues: If a conflict occurred only because a client was under the
influence of a substance, you should record the problem days in the drug/alcohol
problem section, rather than the family/social section. Problem days recorded in
this section should have their origins in interpersonal conflict, not substance
abuse. They should be primarily relationship problems, not substance abuse
problems.
F32-F35. Client's ratings-family and social problems
F32. How troubled or bothered have you been by family problems in the
past 30 days?
F34. How important is it for you to get counseling for family problems?
F33. How troubled or bothered have you been by social problems in the
past 30 days?
F35. How important is it for you to get counseling for social problems?
previously mentioned family or social problems have been in the last month and
how interested they would be in receiving (additional) counseling. These refer to
any dissatisfaction, conflicts, or other relationship problems reported in the
Family/Social section.
problem, mention it specifically, rather than using the term "problems." For
example, if the client reports being troubled by problems with his mother in the
last 30 days, ask the client question 20 in the following way:
problem that you have had with your mother?
226
Ask the client question 21 in the following way:
Mr. Smith, how important is it for you to talk to someone about the problem that
you and your mother have been having?
Additional Probes:
Details of the problems
Coding Issues: Do include the client's need to seek treatment for such social
problems as loneliness, inability to socialize, and dissatisfaction with friends.
Do not include problems that would be eliminated if the client's abuse problems
ended.
For item 22, be sure that the client is aware that he or she is not rating whether
or not his/her family would agree to participate, but how badly he or she needs
counseling for family problems in whatever form.
Other items in the section that refer to problems. Problems related to family and
social relationships may be recorded in many places throughout the section. For
example, dissatisfaction with marital status (item 3), living arrangements (item 6),
or free time (item 8) may be reported. In addition, patients may indicate a need
for treatment to address serious problem (items 10-18), or serious conflicts
(items 19A-B).
F36. Family/Social Section Severity Rating
objective items.
2-3 Slight problem, treatment probably necessary
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CRITICAL OBJECTIVE ITEMS OF THE FAMILY/SOCIAL SECTION
ITEM
DESCRIPTION
2-3
Stability / Satisfaction - Marital
5-6
Stability / Satisfaction - Living
8
Satisfaction with Free Time
11-19
Lifetime Problems with Relatives
19A-B
Serious Conflicts
has been extremely (rates it a 4) troubled by problems with his wife and he would
be extremely (rates it a 4) interested in marriage counseling, then select the
highest point of the 3-point range (in this case, a 8) for the severity rating in this
section.
The meaning of the 6 severity rating is that treatment is absolutely necessary for
the family/social section. The severity rating for this section should have no effect
on any other sections.
Section 7: Psychiatric Status
When administering this section, it is important to remember that the ASI should
be considered a screening tool rather than a diagnostic tool. Therefore, a patient
need not meet diagnostic criteria for a symptom to have experienced the
symptom. Further, the ASI will not provide definitive information on whether drug
problems preceded psychiatric problems, or vice versa. All symptoms other than
those associated with drug effects should be counted. For example, depression
and guilt associated with violating a friend's trust or losing a job should be
counted.
P1. Psychological/emotional treatments
P1. How many times have you been treated for any psychological or
emotional problems?
Intent/Key Points: The intent of this question is to verify another professional's
recognition of a problem; for example, has the patient actually been in treatment?
This includes any type of treatment for any type of psychological or emotional
problems. This does not include substance abuse, employment, or family
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counseling. The unit of measure is a treatment episode (usually a series of more
or less continuous visits or treatment days), not the number of visits or days in
treatment per use.
If the client is aware of his/her diagnosis, enter this in the Comments section.
How many times have you been treated for any psychological or emotional
problems?
Additional Probes:
Names of programs
Reasons for leaving each program
Coding Issues:
P2. Psychiatric disability
P2. Do you receive a pension for a psychiatric disability?
Intent/Key Points: The intent of this question is to verify another professional's
opinion regarding seriousness of a psychiatric disability. Pensions for physical
problems of the nervous system (e.g., epilepsy, etc.) should be counted under
item 5 in Medical Section, not here.
Mr. Smith, do you receive a pension for a psychiatric disability?
Additional Probes:
Source of pension
Amount of pension
Coding Issues:
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Employment/Support Status, item 15
P3-P4. Depression, anxiety or tension
Have you had a significant period, (that was not a direct result of
drug/alcohol use) in which you have...?
P3. Experienced serious depression suggested by sadness, hopelessness,
significant loss of interest, listlessness, difficulty with daily function, guilt, crying
jags, etc.
P4. Experienced serious anxiety or tension suggested by feeling uptight,
unable to feel relaxed, unreasonably worried, etc.
Intent/Key Points: These lifetime items are concerned with serious psychiatric
symptoms over a significant period of time (at least 2 weeks). The client should
understand that these periods refer only to times when he or she was not under
the direct effects of alcohol, drugs or withdrawal. This means that the behavior or
mood is not due to a state of drug or alcohol intoxication, or to withdrawal effects.
Suggested Interviewing Techniques: We recommend that you ask the lifetime
questions before you ask the questions pertaining to the last 30 days.
Regardless of the answer, the interviewer should inquire about the past 30 days.
For example,
How about more recently? Have you experienced severe depression in the past
30 days?
It has been our experience that the client will almost always be able to
differentiate a sustained period of emotional problem from a drug or alcohol
induced probe. However, to avoid potential confusion, you may want to ask them
a general question, first.
Mr. Smith, have you had a significant period in your life, in which you have
experienced serious depression?
If the client responds positively, then qualify his answer. You may find it helpful to
ask him about the circumstances surrounding the period of time when he was
experiencing the symptom:
What was going on in your life that made you feel that way?
Or, you may decide to ask him directly.
During that period of time, were you doing drugs that made you feel anxious, or
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was it an anxiety that occurred even when you weren't doing drugs?
Finally, ask him about the last 30 days:
Have you experienced any anxiety during the last 30 days?
Additional Probes:
Ask about circumstances surrounding the period of time when the client
experienced the symptom.
Coding Issues: Understand that the Past 30 Days and the Lifetime intervals are
P5-P6. Hallucinations, trouble understanding, concentrating, remembering
P5. Experienced hallucinations (saw things or heard voices that were not
there) restricted to times when client was drug free and not suffering from
withdrawal.
P6. Experienced trouble understanding, concentrating or remembering.
Suggested by serious trouble in concentrating, figuring, planning ahead,
remembering, and/or understanding, restricted to times when client was drugfree and not suffering from withdrawal.
Intent/Key Points: Item 6 concerns serious psychiatric symptoms over a
significant period of time (at least 2 weeks). Item 5 is of sufficient importance that
even its brief existence warrants that it be recorded. For items 5 and 6, the client
should understand that these periods refer only to times when he or she was not
under the direct effects of alcohol, drugs, or withdrawal. This means that the
behavior or mood is not due to a state of drug or alcohol intoxication or to
withdrawal effects. In cases where doubts exist, ask the client directly about
his/her perception of the symptoms or problems.
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Mr. Smith, have you had a significant period in your life in which you have
experienced hallucinations...when you were not doing drugs or using alcohol?
Have you experienced any hallucinations during the last 30 days? For example,
have you heard things others didn't, people talking to you, or images others do
not see?
Additional Probes:
Ask the nature of the hallucination (what the client saw or heard).
Ask the type of memory or concentration probe.
Coding Issues: The Past 30 Days and the Lifetime intervals are designed to be
considered separately. The Past 30 Days will provide information on recent
problems, while Lifetime will indicate problems or a history of problems prior to
the past 30 days.
P7-P9. Violent behavior, suicide
P7. Experienced trouble controlling violent behavior: losing control, feeling
like losing control, throwing things, getting violent, hit anyone, rage, or violence.
This is not restricted to times when client was drug free and not suffering from
withdrawal.
P8. Experienced serious thoughts of suicide: Times when client seriously
considered a plan for taking his/her life. This is not restricted to times when client
was drug free and not suffering from withdrawal.
P9. Attempted suicide: Include discrete suicidal gestures or attempts. This is
not restricted to times when client was drug free and not suffering from
withdrawal.
Important: The seriousness of items 7, 8, and 9 warrant inclusion even if they
were caused by or associated with alcohol or drug use.
Intent/Key Points: Items 7, 8 and 9 are of sufficient importance that even their
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brief existence warrants that they be recorded even if they were caused by or
associated with alcohol or drug use. Reports of recent violent behavior, suicidal
thoughts, or suicide attempts should be brought to the attention of a supervisor
from the treatment staff as soon as possible, even if this violates normal
confidentiality guidelines. Note that this holds true for actual suicidal behaviors,
whether or not there was an actual intent to kill oneself (e.g., client is so
distraught that he or she takes an overdose of prescribed medication, which
could potentially have been lethal).
IMPORTANT: For item 8, ask the client if he or she has recently considered
suicide or attempted suicide. If the answer is "Yes," and/or the client gives the
distinct impression of being depressed to the point where suicide may become a
possibility, notify a member of the treatment staff of this situation as soon as
possible.
Mr. Smith, have you had a significant period in your life in which you have
experienced trouble controlling violent behavior?
Have you experienced trouble controlling violent behavior during the last 30
days?
Additional Probes:
Circumstances surrounding the symptom (What made you get violent?)
Details of their suicide plan (How were you going to do it, e.g., did you have a
gun?)
Coding Issues: Note that the instructions "Not restricted to times when client
was drug free" may appear to conflict with the instructions on the ASI instrument.
It is important to identify times when the client was suicidal or violent even if
those times occurred when the client was using drugs.
Understand that the Past 30 Days and the Lifetime intervals are designed to be
considered separately. The Past 30 Days will provide information on recent
problems, while Lifetime will indicate problems or a history of problems prior to
the past 30 days.
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P10. Medication for psychological/emotional problem
P10. Been prescribed medication for any psychological/emotional problem:
Medication must have been prescribed by a physician for a psychiatric or
emotional problem. Record yes if the medication was prescribed, even if it was
not taken by the client.
Intent/Key Points: To record information about whether the client has had
psychiatric lifetime question from each pair, first. For example:
Have you ever taken prescribed medication for any psychological or emotional
problem?
Regardless of the answer, the interviewer should inquire about the past 30 days.
How about more recently? Have you taken any psychiatric medication in the past
30 days?
Additional Probes:
Ask the types of medication taken.
Ask the client's perception of the reason for the medication to be taken.
Ask whether or not the client has been taking it as prescribed.
Coding Issues: Understand that the Past 30 Days and the Lifetime intervals are
P11. Psychological/emotional problems-past 30 days
P11. How many days in the past 30 have you experienced these
psychological or emotional problems?
Intent/Key Points: To record the number of days that the client has experienced
the previously mentioned psychological or emotional problems. Be sure to have
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the client restrict his/her responses to those problems counted in items 3 through
9.
Suggested Interviewing Techniques: Although many clients admit to
experiencing some of the individual symptoms, they may not identify them as
"psychological or emotional problems." For example, they may say that although
they have had trouble controlling violent behavior in the past 30 days, they have
not experienced any emotional problems (i.e., "Hey, I'm not crazy...People mess
with me, I defend myself.") Therefore, we have found it helpful to target the
question to the specific symptoms reported in items 3-9. For example:
Mr. Smith, how many days in the past 30 have you experienced the anxiety, the
depression or the trouble controlling violent behavior that you mentioned?
Additional Probes:
Ask about the duration of the symptom(s).
Ask about any trigger(s) for the symptom(s) (if applicable).
Coding Issues: If there is overlap in terms of the number of days reported for
different problems (e.g., days 1-14 = 14 for depression; days 2-7 = 5 for suicidal
thoughts), then the total number of days would be 14, not 19. The total would be
19 only if there was no overlap (e.g., days 1-14 for depression, days 20-25 for
suicidal thoughts).
P12-P13. Client psychological/emotional problem ratings
P12. How much have you been troubled or bothered by these
psychological or emotional problems in the past 30 days?
P13. How important to you now is treatment for these psychological
problems?
previously mentioned psychological or emotional problems have been in the last
month and how interested they would be in receiving (additional) treatment. Be
sure to have the client restrict his/her response to those problems counted in
items 3 through 9.
problem, use the name of it, rather than the term "psychological problems." For
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example, if the client reports having trouble with serious anxiety in the last 30
days, ask the client question 11 in the following way:
anxiety that you mentioned?
Ask item 13 in the following way:
Mr. Smith, how important would it be for you to get (additional) treatment for the
anxiety that you mentioned?
Additional Probes:
Coding Issues: Referring to item 11, have the client rate the severity of those
problems in the past 30 days. Be sure that client understands that you do not
necessarily mean transfer to a psychiatric ward, or psychotropic medication.
P14-P19. Patient symptoms
P14-P19. Patient Symptoms: These are ratings by the interviewer based on
his/her observations of the client. The interviewer should use his judgement
based upon the client's behavior and answers during the interview. Do not
overinterpret; count only the presence of overt symptoms in these categories.
In particular, look for the following:
problems with reality testing (for example, confusion or errors as to what the
current date or place is, or who the person is);
thought disorders involving grandiose thinking (for example, the client feels that
he or she has special powers to do superhuman actions or intrusive ideas keep
entering the client's thoughts despite his/her efforts to ignore or block them);
paranoid thinking (for example, the patient talking about being followed or being
watched or the phone being tapped).
P20. Interviewer Severity Rating
objective items (items 1-11 in the Psychiatric Status section.)
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2-3 Slight problem, treatment probably necessary
CRITICAL OBJECTIVE ITEMS OF THE PSYCHIATRIC STATUS SECTION
ITEM
DESCRIPTION
1
Lifetime Hospitalizations
3-10
Present and Lifetime Symptoms
has been extremely (rates it a 4) anxious and he would be extremely (rates it a 4)
interested in treatment for anxiety, then select the highest point of the 3-point
range (in this case, a 6) for the severity rating in this section.
The meaning of the 6 severity rating is that treatment is necessary for the
psychiatric section. The severity rating for this section should have no effect on
any other sections.
Section 8: Supplemental Questions Tribal
T1-T3.Tribal Affiliation, Mother’s Tribal Affiliation, Father’s Tribal Affiliation
T1. What is your Tribal Affiliation?
T2. What is your Mother’s Tribal Affiliation?
T3. What is your Father’s Tribal Affiliation?
Intent/Key Points: Item 1, records the client’s basic tribal affiliation and also the
specific tribal affiliation if any. If the tribal affiliation of the client is not available in
the list specified, choose the option ‘Other’ and key in the tribal affiliation in the
Specify other field. In case the client doesn’t know or doesn’t remember his/her
tribal affiliation, leave the option blank. For item 3 and 4, code the client’s mother
and father’s basic and specific tribal affiliation if any.
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Suggested Interviewing Techniques: Check to see if the client knows the basic
tribal affiliation else read out the list for the client to choose the correct answer.
Coding Issues: Once the main tribal affiliation is selected, sub-lists get
populated immediately depending on whether the main tribe list has any sub lists.
The sub-lists drop down changes according to the main lists selection. In case
the tribal affiliation specified by the client is not listed, select the other option and
enter the value in the ‘Specify other’ field. The maximum length of the text
entered can be up to 100 characters.
T4. Where Raised
T4. Where were you raised?
Intent/Key Points: To record details where the client was raised.
Mr. Smith, where were you raised?
Read the list if necessary.
Coding Issues: Record the response or note a response under Specify Other if
it does not fall into one of the categories.
T5-T6. Language spoken, Language spoken at home where raised
T5. What language do you speak?
T6. What language was spoken in the home where you were raised?
Intent/Key Points: Item 5 records the basic language spoken by the client and
Item 6 records the language spoken by the household where the client was
raised. The answers to both the questions can be same or different. If the client
chooses other tribal language, record the response in the Specify Other field.
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Mr. Smith, what language do you generally speak?
Mr. Smith, what language do they speak in the household you were raised? Is it
the same or different from what you speak?
Coding Issues: Record the response or note a response under Specify Other if
it does not fall into one of the categories.
T7. Pride in American Indian /Alaskan Native culture
T7. How much pride do you have in American Indian /Alaskan Native
culture?
Intent/Key Points: The intent of this item is to record the amount of pride the
client has in American Indian/ Alaskan Native culture.
Mr. Smith, how much pride do you have in American Indian/Alaskan Native
culture?
Coding Issues: Record the response from the choices given. If not answered,
the field can be left blank
T8. Traditional American Indian/ Alaskan Native Teachings
T8. Were you brought up with your traditional American Indian/Alaskan
Native teachings? (Y/N)
Intent/Key Points: To record information about whether the client was brought
up with traditional American Indian/ Alaskan Native teachings. Record a ‘Yes’
even if the client has been taught about the culture but doesn’t follow the
teachings.
Mr. Smith, were you being taught about the American Indian/ Alaskan Native
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teachings?
Additional Probes:
Ask the client about what kind of teachings were being taught.
Coding Issues: It is particularly important for interviewers to make judicious use
of the "X" and "Z" responses to these questions. A "Z" code should be used for
any situation where the client simply cannot recall or is not sure for any reason.
In general, it is far better to use a "Z" than to record possibly inaccurate
information. “X” can be used if the question is not applicable to the client. “Y” or
“N” can be marked depending on whether the client answered a Yes or No.
T9-T10. Family Tradition, Personal Tradition
T9. How traditional is your family?
T10. How traditional are you?
If you are traditional, how did you learn the American Indian/Alaskan Native
teachings?
Intent/Key Points: Item 9 intends to record the traditional value of the client’s
family. The question can be left unanswered if the client is unable to recall or
doesn’t know the appropriate answer. Item 10 records the client’s personal
traditional values apart from his family’s traditions. This question can be left blank
if the client doesn’t know the answer or is not applicable to the client. For both
the items the various choices listed should be given to the client.
Mr. Smith, how traditional is your family?
Mr. Smith, how traditional are you?
If the above question is answered then,
Mr. Smith, how did you learn the American Indian/Alaskan Native teachings?
Additional Probes:
The client can also be questioned about the traditional values of his distant family
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and immediate family.
Coding Issues: For Item 10, if the client is extremely or moderately traditional,
the option “If you are traditional, how did you learn the American Indian/Alaskan
Native teachings?” will be automatically enabled. Read out the various choices to
the client and once the answer is picked double click on the choice to move it to
the box below. The same way, double click on the box below to remove the
values. Multiple selections can be made. Record the response or note a
response under Specify Other if it does not fall into one of the categories.
Cross-check item with: If you are traditional, how did you learn the American
Indian/Alaskan Native teachings will not have any value, unless and until Item
T10 is answered with an appropriate value.
T11. Clan
T11. Do you know your clan? (Y/N)
If yes, please name your clan
Intent/Key Points: To record the clan of the client.
Mr. Smith, do you know your clan? Which clan do you belong to?
Coding Issues: Record “Z” if the client simply cannot recall or is not sure for any
reason. In general, it is far better to use a "Z" than to record possibly inaccurate
“N” can be marked depending on whether the client answered a Yes or No. If the
answer to the question is a “Y”, the option to enter the name of the clan will be
automatically enabled. Enter the value if the client specifies the name of the clan
else leave it unanswered.
Please name your clan will be disabled, unless and until Item T11 is answered
“Y”
T12. Creation Stories
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T12. Do you know any of your traditional American Indian/Alaskan Native
creation stories? (Y/N)
If yes, who told you these stories?
Intent/Key Points: This item intends to record the client’s knowledge about the
American Indian/ Alaskan Native creation stories and whom they learnt these
stories from. Record “Z” if the client simply cannot recall or is not sure for any
reason. “X” can be used if the question is not applicable to the client. “Y” or “N”
can be marked depending on whether the client answered a Yes or No.
Mr. Smith, Do you know any of your traditional American Indian/Alaskan Native
creation stories? If so, who helped you learn these stories?
Coding Issues: If the client knows about the creation stories, “If yes, who told
you these stories?” option gets enabled. Read out the various choices to the
client and once the answer is picked double click on the choice to move it to the
box below. The same way, double click on the box below to remove the values.
Multiple selections can be made. Record the response or note a response under
Specify Other if it does not fall into one of the categories. The option can be left
unanswered if the client cannot recall or doesn’t know the answer.
Who told these stories will not have any value, unless and until Item T12 is
answered “Y”
T13-T14. Initiation Ceremonies and Native Name
T13. Are you familiar with your traditional American Indian/Alaskan Native
initiation ceremonies? (Y/N)
T14. Were you given a traditional American Indian/Alaskan Native name?
(Y/N)
Intent/Key Points: Item 13 intends to record the familiarity of the client with the
American Indian/ Alaskan Native initiation ceremonies. Item 14, intends to record
if the client had a native name.
Mr. Smith, do you know about the American Indian/ Alaskan Native initiation
ceremonies?
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Mr. Smith, were you given a traditional native name?
Additional Probe:
If the client has a native name, check with the client what the name is. Also if he
is familiar with the initiation ceremonies, ask the client who told him about these
ceremonies.
Coding Issues: Record “Z” if the client simply cannot recall or is not sure for any
T15. Traditional Healers/Leaders
T15. Do you seek the help of a Medicine Man, Roadman, Traditional
Practitioner or Spiritual Leader? (Y/N)
If yes, please select all that apply.
How often do you seek the help of a Medicine Man, Roadman, Traditional
Practitioner, or Spiritual Leader?
Intent/Key Points: Item 15, intends to record information to determine if the
client seeks help from a medicine man, roadman, traditional practitioner or
spiritual leader. In case he seeks help from any of the above people, the client is
given an option to select for what he specifically seeks help fror and how often
does he seek their help.
Mr. Smith, do you seek the help of a Medicine Man, Roadman, Traditional
Practitioner or Spiritual Leader?
If yes, for what do you need their help and how often do you need their help?
Coding Issues: If the client answers “Y” for seeking help, the other two
questions immediately gets enabled. Record “Z” if the client simply cannot recall
or is not sure for any reason. “X” can be used if the question is not applicable to
the client. Double click on all the values the client seeks help for and move it to
the box below. Vice versa can be done to remove the values. If the client doesn’t
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know the exact value, the fields can be left unanswered. The client can respond
to the question as to how often he seeks their help choosing from the options
provided or can leave it blank.
For what does the client seek help and how often does he seek their help will not
be enabled unless and until Item 15 is answered “Y”.
T16. Traditional Ceremonies
T16. Have you attended/participated in any of the traditional ceremonies?
If yes, please select all that apply.
How often do you attend/participate in these traditional activities and
ceremonies?
Intent/ Key Points: Records if the client has attended or participated in any of
the traditional ceremonies. If the client has attended any of the ceremonies,
options to select the various ceremonies are available and also the frequency of
the visit can be recorded.
Mr. Smith, have you attended any of the traditional ceremonies?
What are various ceremonies you attended and how often do you attend the
ceremonies?
Additional Probes:
The client can also be asked if he attended any of the ceremonies recently to
track his recent activities.
Coding Issues: If the client’s response is positive for attending any of the
traditional ceremonies, the option to select the various ceremonies attended and
how often the client attended these ceremonies will be enabled. Record “Z” if the
client simply cannot recall or is not sure for any reason. “X” can be used if the
question is not applicable to the client. Double click on all the ceremonies the
client attended or participated to move it to the box below. Vice versa can be
done to remove the values. If the client doesn’t know the exact value, the fields
can be left unanswered. Record the response or note a response under Specify
Other if it does not fall into one of the categories. The option can be left
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unanswered if the client cannot recall or doesn’t know the answer. The client can
respond to the question as to how often he attends these ceremonies from the
options provided or can leave it blank.
T17. Traditional herb use
T17. Do you use any of the following traditional American Indian/Alaskan
Native plants and herbs?
How often do you use these plants and herbs?
Intent/ Key Points: Records the usage of traditional American Indian/ Alaskan
Native plants and herbs by the client. It also records how often the client uses
these plants and herbs.
Mr. Smith, do you use any of the following plants and herbs?
How often do you use them?
Coding Issues: This item cannot be left unanswered. If the client doesn’t know
the answer or is unable to recall, ‘None’ is selected from the choices provided.
Multiple selections can be made. Record the response or note a response under
Specify Other if it does not fall into one of the categories. The client can respond
to the question as to how often he uses the plants and herbs from the options
provided or can leave it blank.
T18-T19. Traditional Ceremonies
T18. Have you ever participated in traditional ceremonies to help with legal
consequences?
T19. Have you participated in traditional ceremonies for any traumatic
event you experienced? (auto accident, death, divorce, abuse, etc.)
Intent/ Key Points: Item 18 records the client’s participation in traditional
ceremonies to help with legal consequences. Item 19, intends to record the
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client’s participation in traditional ceremonies for all other traumatic events like
auto accident, divorce, abuse etc. These items are mainly to determine the
client’s way of dealing with traumatic experiences by participating in various
activities like traditional ceremonies.
Mr. Smith, have you ever participated in traditional ceremonies to help with legal
consequences, or for any traumatic events you experienced like death, divorce
etc?
Additional Probe:
The client can also be questioned about the various traditional ceremonies he
attends and if he wishes to attend anything more.
Coding Issue: Record “Z” if the client simply cannot recall or is not sure for any
T20. Traditional foods
T20. Do you eat any traditional American Indian/Alaskan Native foods
regularly or during ceremony?
If yes, please select all that apply
Intent/ Key Points: This item intends to determine if the client eats any
traditional American Indian/ Alaskan Native food regularly or during ceremonies.
If “Y”, the client can select from the list of food items.
Mr. Smith, Do you eat any traditional American Indian/Alaskan Native foods
regularly or during ceremony?
What are the various food items you eat?
Coding Issue: If the client answers “Y” for item 20, the list of various food items
is enabled for the client to choose from. Double click on the various choices to
move it to the box below. Record the response or note a response under Specify
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Other if it does not fall into one of the categories
T21. Traditional crafts
T21. If you were taught any of the following, select all that apply.
Intent/ Key Points: Records if the client was taught various activities like arts
and crafts, painting, wood carving etc.
Mr. Smith, were you taught any of the following?
Additional Probe:
The client can also be asked if he likes the activities he was taught and how long
has he been learning it for?
Coding Issue: Double click the choices selected by the client to move it to the
box below. Vice versa can be done to remove the choices. Record the response
or note a response under Specify Other if it does not fall into one of the
categories.
T22-T23. Attending Boarding School/ or Mission School
T22. Did any of your relatives in your life attend boarding and/or mission
school?
T23. Did you attend boarding school and/or mission school within your
lifetime?
If yes, for what grades did you attend boarding school and /or mission
school within your lifetime?
Intent/ Key Points: Item 22 intends to record if the client’s relatives ever
attended boarding or mission school. Item 23 is to record if the client attended
boarding or mission school and if so, what grades did he attend for. If the client
has attended school, a list of questions about the experiences in the school will
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be enabled.
Mr. Smith, did any of your relatives in your life attend boarding or mission
school?
If yes, select the list of relatives who went to school?
Mr. Smith, did you attend boarding or mission school during your lifetime?
What grades did you attend the school for?
Coding Issues: if the answer to item 22 is “Y”, the client is given an option to
select all the relatives who attended school. For item 23, if answered “Y”, a series
of questions based on item 23 will be enabled. The client is first given an option
to select which he grades he went to school for. If the client is unable to recall,
‘None’ can be selected. Double click on the choices to move it to the box below.
Multiple selections can be made for both the questions.
The following questions will be enabled if answered “Y” for item 23.
Boarding /mission school was a good experience; because it was better
than my family’s home.
Boarding /mission school was a painful experience; because I was away
from my family’s home.
Boarding /mission school was a negative experience because of the abuse
I experienced there.
Boarding /mission schools are a positive experience for the American
Indian/Alaskan Native children.
American Indian/Alaskan Native people need boarding/mission schools for
their children?
Coding Issues: Depending on the client’s rating, all the above questions are to be
answered with values
1-Strongly Disagree
Agree
2-Disagree
3-Neutral
4-Agree
5-Strongly
Record “Z” if the client simply cannot recall or is not sure for any reason. “X” can
be used if the question is not applicable to the client.
248
T24-T27. Belief in American Indian/ Alaskan Native and Western traditions
T24. I have a strong belief in my American Indian/Alaskan Native traditions
and actively participate in the traditional ceremonies and activities
T25. I have some belief in my American Indian/Alaskan Native traditions
and participate in the traditional ceremonies and activities on special
occasions and for other events in my life.
T26. I have some belief in Western ways and knowledge in my American
Indian/Alaskan Native ceremonies and activities but do not participate in
traditional ceremonies and activities.
T27. I believe completely in the Western way and only participate in
Western religious and social activities.
Intent/ Key Points: All the 4 items intends to record the beliefs of the client in
American Indian/ Alaskan Native and Western traditions and also if the client
participates in traditional ceremonies and activities.
Mr. Smith, do you belief in American Indian/ Alaskan Native traditions or western
traditions?
How strong is your belief?
Do you like to participate in traditional ceremonies and activities?
Coding Issues: All the 4 items are to be answered with values as below
1-Strongly Disagree
Agree
2-Disagree
3-Neutral
4-Agree
5-Strongly
Record “Z” if the client simply cannot recall or is not sure for any reason. “X” can
be used if the question is not applicable to the client.
T28. Cultural issues
249
T28. How much have you been troubled or bothered by cultural issues in
the past 30 days?
Intent/ Key Points: This item, intends to record how much the client has been
troubled or bothered by cultural issues in the past 30 days. Be sure to stress that
you are interested in the number of days the client was troubled or bothered by
cultural issues in the past 30 days.
Mr. Smith, how much have you been troubled or bothered by cultural issues in
the past 30 days?
Has it been only in the last 30 days or were you always bothered by such issues?
Coding Issues: The answer to the question has specific values.
0-Not at all
1-Slightly
2-Moderately
3-Considerably
4-Extremely
Select the appropriate value depending on the client’s reaction. Record “Z” if the
question is not applicable to the client.
T29. Integrating culture and treatment
T29. How important is it to you now to integrate culture into treatment?
Intent/ Key Points: Item 29 intends to record the client’s view on how important
is it to integrate culture into treatment. This is a very important part of the client’s
treatment and has to be decided based on all the previous answers in mind.
Mr. Smith, how important is it to you to integrate culture into treatment?
What kind of culture would you like to integrate?
Coding Issues: The answer to the question has specific values.
0-Not at all
250
1-Slightly
2-Moderately
3-Considerably
4-Extremely
Select the appropriate value depending on the client’s reaction. Record “Z” if the
question is not applicable to the client.
T30. Interviewer Severity Rating
T30. How would you rate the client’s need for cultural guidance (0-9)?
Intent/ Key Points: This item has to be answered by the Interviewer. The
interviewer makes the decision based on all the previous answers and values
given by the client.
Coding Issues: The interviewer can enter any value between 0 and 9, where 0
indicates no need for cultural guidance and 9 indicate the need for cultural
guidance.
T31. Comments
Intent/Key Points: The interviewer enters comments about the client and his
behavior based on the assessment. The interviewer can also suggest the
necessary treatment.
Coding Issues: The maximum length of the comments can be up to 2000
characters long.
Appendix II - Hollingshead Classifications
Hollingshead Occupational Scale
251
Higher Executives, Proprietors of Large Concerns, and Major
Professionals
Higher Executives
Bank Presidents, Vice Presidents
Judges (Superior Court)
Large Business: e.g., Directors, Presidents, Vice Presidents, Assistant
Vice Presidents, Executive Secretaries, Treasurers.
Military: Commissioned Officers and above.
Officials of Executive Branch of Government - Federal, State, local:
e.g., Mayor, City Manager, City Planner, Director, Internal Revenue
Directors
Large Proprietors (Value over $180,000)
Brokers
Contractors
Dairy Owners
Lumber Dealers
Major Professionals
Accountants (C.P.A.)
Actuaries
Agronomists
Architects
Artists (Portrait)
Astronomers
Auditors
Bacteriologists
Chemical Engineers
Chemists
Clergymen (Professionally Trained)
Dentists
Economists
Engineers (College Graduate)
Foresters
Geologists
Lawyers
Metallurgists
Physicians
Physicists (Research)
Psychologists (Practicing)
Symphony Conductors
Teachers (University, College)
Veterinarians (Veterinary Surgery)
Code Occupational Scale
Business Managers, Proprietors of Medium-Sized Business, and
Lesser Professionals
Business Managers
252
Advertising Directors
Branch Managers
Brokerage Salesmen
District Managers
Executive Assistants
Executive Managers
Government Officials (Minor): e.g., Internal Revenue Agents, Farm
Managers
Office Managers
Personnel Managers
Police Chiefs, Sheriffs
Postmasters
Production Managers
Sales Engineers
Sales Managers (National Concerns)
Sales Managers (over $100,000)
Proprietors of Medium-Sized Businesses (Value of $60,000-$175,000)
Advertising Owners
Clothing Store Owners
Contractors
Express Company Owners
Fruit (Wholesale)
Furniture Business Owners
Jewelers
Labor Relations Consultants
Manufacturers' Representatives
Poultry Business Owners
Purchasing Managers
Real Estate Brokers
Rug Business Owners
Store Owners
Theater Owners
Administrative Personnel, Proprietors of Small Independent
Business, Minor Professionals, and Farmers
Administrative Personnel
Adjusters (Insurance)
Advertising Agents
Chief Clerks
Credit Managers
Insurance Agents
Managers (Department Stores)
Passenger Agents (Railroad)
Private Secretaries
Purchasing Agents
Sales Representatives
Section Heads (Federal, State, and Local Government Offices)
253
Section Heads (Large Businesses and Industries)
Service Managers
Shop Managers
Store Managers (Chain)
Traffic Managers
Proprietors of Small Businesses ($10,000-$55,000)
Art Gallery
Auto Accessories
Awnings
Bakery
Beauty Shop
Boatyard
Brokerage (Insurance)
Car Dealer
Cattle Dealer
Cigarette Machines
Cleaning Shops
Clothing
Coal Businesses
Convalescent Homes
Convenience Store
Decorating
Dog Supplies
Dry Goods
Electrical Contracting
Engraving Business
Feed
Finance Company (Local)
Fire Extinguishers
Florist
Food Equipment
Food Products
Foundry
Funeral Home
Furniture
Garage/Gas Station
Glassware
Grocery (General)
Hotel
Institute of Music
Jewelry
Machinery Brokerage
Manufacturing
Monuments
Package Store (Liquor)
Painting Contracting
254
Plumbing
Poultry Production
Publicity and Public Relations
Real Estate
Records and Radios
Restaurant
Roofing Contracting
Shoes
Shoe Repair
Signs
Tavern
Taxi Company
Tire Shop
Trucking
Trucks and Tractors
Upholstery
Wholesale Outlets
Window Shades
Minor Professionals
Actor and Showpeople
Army Master Sergeant, Navy
C.P.O.
Artists (Commercial)
Appraisers (Estimators)
Clergymen (not professionally trained)
Computer Programmers
Concern Managers
Deputy Sheriffs
Dispatchers (Railroad)
Interior Decorators
Interpreters (Court)
Journalists
Laboratory Assistants
Morticians
Oral Hygienists
Photographers
Physiotherapists
Piano Teachers
Radio/TV Announcers
Reporters (Court)
Surveyors
Title Searchers
Tool Designers
Travel Agents
Farmers
Farm Owners ($41,000-$60,000)
255
Clerical and Sales Workers, Technicians, Owners of Little Business
(Value under $10,000), and Farmers
Clerical and Sales Workers
Bank Clerks and Tellers
Bill Collectors
Bookkeepers
Business Machine Operators (Office)
Claims Examiner
Clerical or Stenographic Workers
Conductors (Railroad)
Employment Interviewers
Factory Storekeepers
Factory Supervisors
Post Office Clerks
Route Managers (Salesmen)
Sales Clerks
Shipping Clerks
Toll Station Supervisors
Utilities Supervisors (Factories)
Warehouse Clerks
Technicians
Camp Counselors
Dental Technicians
Draftspersons
Driving Teachers
Expeditor (Factory)
Experimental Tester
Inspectors (Telephone Company Factory)
Inspectors (Weights, Sanitary)
Inspectors (Railroad Factory)
Investigators
Laboratory Technicians
Locomotive Engineers
Operators (PBX)
Proofreaders
Supervisors (Maintenance)
Supervisors (Safety)
Supervisors (Telephone Company)
Technical Assistance
Timekeepers
Tower Operators (Railroad)
Truck Dispatchers
Window Trimmers (Store)
Proprietors of Little Business (Value under $10,000)
Flower Shop
Food Vendor
256
Newsstand
Tailor Shop
Farmers
Farm Owners ($21,000-$40,000)
Skilled Manual Employees and Small Farmers
Skilled Manual Employees
Adjusters (Typewriter)
Auto Body Repairers
Bakers
Barbers
Blacksmiths
Bookbinders
Brakemen (Railroad)
Brewers
Bulldozer Operators
Butchers
Cabinet Makers
Carpenters
Casters (Founders)
Cement Finishers
Cheese Makers
Chefs
Compositors
Diemakers
Diesel Engine Repair and Maintenance Persons (Trained)
Diesel Shovel Operators
Electricians
Electrotypists
Engravers
Exterminators
Fitters (Gas, Steam)
Firemen (City)
Firemen (Railroad)
Forepersons (Construction, Dairy)
Gardeners (Landscape-Trained)
Gauge Makers
Glaziers
Gunsmiths
Hair Stylists
Heat Treaters
Horticulturists
Installers (Electrical Appliances)
Linemen (Utility)
Linoleum Layers (Trained)
Linotype Operators
Lithographers
257
Locksmiths
Loom Fixers
Lumberjacks
Machinists (Trained)
Maintenance Forepersons
Masons
Masseurs
Mechanics (Trained)
Millwrights
Molders (Trained)
Painters
Paperhangers
Patrolmen (Railroad)
Pattern and Model Makers
Piano Builders
Piano Tuners
Plumbers
Policemen (City)
Postal Carriers
Printers
Radio/TV Maintenance Persons
Repairpersons (Home Appliances)
Riggers
Rope Splicers
Sheetmetal Workers (Trained)
Shipsmiths
Shoe Repairer (Trained)
Stationary Engineers (Licensed)
Stewards (Club)
Switchmen (Railroad)
Tailors (Trained)
Teletype Operators
Toolmakers
Track Supervisors (Railroad)
Tractor-Trailer Drivers
Typographers
Upholsterers (Trained)
Watchmakers
Weavers
Welders
Yard Supervisors (Railroad)
Small Farmers
Owners (under $20,000)
Tenants Owning Farm Equipment
Machine Operators, Semi-Skilled Employees, and Small Farm
Tenants
258
Machine Operators and Semi-Skilled Employees
Apprentices (Electrician, Printer, Steamfitter, Toolmaker)
Assembly Line Workers
Bartenders
Bingo Tenders
Building Superintendents
(Custodial)
Bus Drivers
Checkers
Clay Cutters
Coin Machine Fillers
Cooks (Short-Order)
Delivery Persons
Dressmakers (Machine)
Drill Press Operators
Duplicator Machine Operators
Elevator Operators
Enlisted Persons (Military Services)
Filers, Benders, Buffers, Foundry Workers
Garage and Gas Station Assistants
Greenhouse Workers
Guards, Doorkeepers, and Watchmen
Hairdressers
Hospital Aides
Housekeepers
Machine Operators (Factory)
Meat Cutters and Packers
Meter Readers
Oilers (Railroad)
Paint Sprayers
Paper Rolling Machine Operators
Photostat Machine Operators
Practical Nurses
Pressers, Clothing
Pump Operators
Receivers and Checkers
Roofers
Set-up Persons (Factory)
Shapers
Signalpersons (Railroad)
Solderers (Factory)
Steelworkers (Unskilled)
Stranders (Wire Machines)
Strippers (Rubber Factory)
Taxi Drivers
Testers
259
Timers
Tire Molders
Trainpersons (Railroad)
Truck Drivers (General)
Waitpersons ("Better Places")
Weighers
Welders (Spot)
Winders (Machine)
Wiredrawers (Machine)
Wine Bottlers
Woodworkers (Machine)
Wrappers (Store, Factory)
Small Farm Tenants
Smaller tenants with little equipment
Unskilled Employees
Amusement Park Workers (Bowling Alleys, Pool Rooms)
Ash Removers
Cafeteria Workers
Car Cleaners (Railroad)
Car Helpers (Railroad)
Car Wash Attendants
Carriers (Coal)
Counterpersons
Dairy Workers
Deck Hands
Domestics
Factory Workers (Unskilled)
Farm Helpers
Fishers (Clam Diggers)
Freight Handlers
Garbage Collectors
Grave Diggers
Hog Carriers
Hospital Workers (Unspecified)
Hostlers (Railroad)
Janitors, Sweepers
Laborers (Construction)
Laborers (Unspecified)
Laundry Workers
Messengers
Parking Lot Attendants
Platform Persons (Railroad)
Peddlers
Porters
Roofer's Helpers
Shirt Folders
260
Shoe Shiners
Sorters (Rag and Salvage)
Stagehands
Stevedores
Stock Handlers
Street Cleaners
Truckpersons (Railroad)
Waitpersons ("Hash Houses")
Window Cleaners
Woodchoppers
Relief Recipient (Public, Private)
Unemployed (No Occupation)
Week View
Type topic text here.
261
Index
0
00-No ........................................................................................................................................... 192
03-14C ......................................................................................................................................... 207
0-Not ............................................................................................................................................ 237
1
100
Selecting .................................................................................................................................. 109
1016 Leavenworth ........................................................................................................................... 5
10-18C ......................................................................................................................................... 217
10-minute....................................................................................................................................... 52
10-point................................................................................................ 172, 179, 192, 207, 217, 228
Reduce............................................................................................. 172, 179, 192, 207, 217, 228
1-14C ........................................................................................................................................... 207
11th ................................................................................................................................................ 95
12 Steps......................................................................................................................................... 52
120
totaling...................................................................................................................................... 157
12-Step .......................................................................................................................................... 52
12-Steps ........................................................................................................................................ 52
12th ................................................................................................................................................ 95
15-Alcohol.................................................................................................................................... 192
16
Record...................................................................................................................................... 192
16-Polydrug ................................................................................................................................. 192
18
age ........................................................................................................................................... 207
19A-B........................................................................................................................................... 217
1GB RAM......................................................................................................................................... 5
1-Slightly 2-Moderately 3-Considerably 4-Extremely ......................................................... 237
1-Strongly Disagree 2-Disagree 3-Neutral
4-Agree
5-Strongly Agree .................... 237
1-week ......................................................................................................................................... 192
2
24-hour ............................................................................................................................................ 5
24hr/7............................................................................................................................................. 38
3
30-day.................................................................................................................................. 164, 192
30-Day Period.............................................................................................................................. 164
3-14C ........................................................................................................................................... 207
3a ................................................................................................................................................. 117
3-point.................................................................................................. 172, 179, 192, 207, 217, 228
point ................................................................................................. 172, 179, 192, 207, 217, 228
262
4
4GB.............................................................................................................................................. 117
5
5.5e .................................................................................................................................................. 5
5-day............................................................................................................................................ 179
5-point.......................................................................................................................................... 159
6
60
increments.................................................................................................................................. 95
6A ................................................................................................................................................ 217
6B ................................................................................................................................................ 217
7
7.35
total ............................................................................................................................................ 95
703-321-8547
FAXed ...................................................................................................................................... 157
703-487-4650
calling ....................................................................................................................................... 157
9
9a ................................................................................................................................................. 217
A
AA .......................................................................................................................................... 52, 192
AA/NA ............................................................................................................................................ 52
About AccuCare........................................................................................................................... 117
About All Manager Reports ........................................................................................................... 95
Above-described.............................................................................................................................. 5
Abuse History .............................................................................................................................. 192
Abuse/drug .................................................................................................................................. 192
Access ........................................................................................................................... 5, 11, 38, 80
AccuCare ................................................................................................................................... 11
Open Supplement ...................................................................................................................... 80
Orion’s .......................................................................................................................................... 5
Problem List ............................................................................................................................... 38
Software Product.......................................................................................................................... 5
Accucare.......4, 5, 11, 13, 14, 15, 16, 29, 33, 47, 80, 84, 93, 94, 98, 108, 116, 117, 119, 122, 123,
131, 145, 148, 156, 157
Access........................................................................................................................................ 11
copy............................................................................................................................................ 94
corrupt ...................................................................................................................................... 119
existing ................................................................................................................................. 33, 47
exiting......................................................................................................................................... 93
guide .......................................................................................................................................... 11
including ................................................................................................................................... 119
Introducing ................................................................................................................................. 11
Introduction ................................................................................................................................ 11
seconds.................................................................................................................................... 131
self-hosting................................................................................................................................... 5
use ............................................................................................................................................. 15
Welcome ...................................................................................................................................... 4
263
AccuCare 8.2.0 .............................................................................................................................. 95
AccuCare application................................................................................................................... 145
use ........................................................................................................................................... 145
ACCUCARE BASICS ...................................................................................................................... 4
AccuCare Data ............................................................................................................................ 119
AccuCare icon ............................................................................................................................... 15
AccuCare Logo ...................................................................................................................... 98, 148
AccuCare Main Menu ...................................................................... 29, 33, 38, 78, 82, 84, 109, 148
Back ..................................................................................................................................... 78, 84
proceed .................................................................................................................................... 109
return.................................................................................................................................. 33, 109
To Main Menu.Return ................................................................................................................ 82
view .......................................................................................................................................... 148
AccuCare Main Menu System ....................................................................................................... 16
AccuCare menu ............................................................................................................................. 14
ACCUCARE MENU SYSTEM ......................................................................................................... 4
AccuCare Self-hosted SQL Version ................................................................................................ 5
Customer Support ........................................................................................................................ 5
Recommended System Requirements ........................................................................................ 5
AccuCare SQL Server ..................................................................................................................... 5
AccuCare System .......................................................................................................................... 11
AccuCare URL............................................................................................................................. 145
Accucare Version 8.1.3 Therefore................................................................................................. 79
AccuCare Web................................................................................................................................. 5
Customer Support ........................................................................................................................ 5
Data Retrieval .............................................................................................................................. 5
Minimum System Requirements .................................................................................................. 5
AccuCare's Minimum Requirements ........................................................................................... 117
Server Based Systems ............................................................................................................ 117
ACH ................................................................................................................................................. 5
Acronyms..................................................................................................................................... 156
Active Tsr Groups ........................................................................................................................ 109
Ad-aware ..................................................................................................................................... 119
Add ............................................................................................................................ 38, 74, 82, 148
Continued Stay Review.............................................................................................................. 38
Progress Note ............................................................................................................................ 74
TEDS.......................................................................................................................................... 82
Add Additional Indicators............................................................................................................... 38
Add Category................................................................................................................................. 47
Add Continued Stay Assessment Indicators ................................................................................. 38
Problem List ............................................................................................................................... 38
Add Criteria.................................................................................................................................... 79
Add Discharge ............................................................................................................................... 82
Add Follow-up................................................................................................................................ 82
Add Group ................................................................................................................................... 109
Add Group Note............................................................................................................................. 74
Add Group Note button................................................................................................................ 123
Add Indicator button ...................................................................................................................... 38
Add New ........................................................................................................................................ 38
Add New Group ........................................................................................................................... 105
Add New Group’ .......................................................................................................................... 123
Add New Statements ..................................................................................................................... 74
Add Note........................................................................................................................................ 74
Add Obj.......................................................................................................................................... 47
Add Review.............................................................................................................................. 38, 47
Add Sub Category ......................................................................................................................... 47
264
Add Sublevel.................................................................................................................................. 38
Add Treatment Plan....................................................................................................................... 47
Add/Modify..................................................................................................................................... 74
Group ......................................................................................................................................... 74
Add/Remove Programs’ .............................................................................................................. 119
Add’........................................................................................................................................ 98, 148
Add’ button............................................................................................................................. 98, 148
Addiction
" "Mental Health ......................................................................................................................... 47
Addiction Severity Index .......................................................................................... 33, 52, 109, 157
Addiction Stabilization ................................................................................................................... 38
Additional Assessment .................................................................................................................. 33
Perform ...................................................................................................................................... 33
Additional Assessment button ....................................................................................................... 33
choose........................................................................................................................................ 33
Additional Follow-up ...................................................................................................................... 78
Additional Indicators ...................................................................................................................... 38
Additional Observations................................................................................................................. 38
Additional Probes................................................. 168, 169, 172, 179, 192, 207, 215, 217, 228, 237
Additional Supplement................................................................................................................... 80
Perform ...................................................................................................................................... 80
Additional Supplement button........................................................................................................ 80
choose........................................................................................................................................ 80
Addresses.................................................................................................................................... 192
Drug Grid.................................................................................................................................. 192
Admin........................................................................................................................................... 148
Administer.................................................................................................................... 157, 161, 164
ASI ........................................................................................................................... 157, 161, 164
Administration ............................................................................................................ 33, 47, 84, 192
Route........................................................................................................................................ 192
Administrative Personnel............................................................................................................. 251
Administrator............................................................................................................ 29, 98, 148, 157
Admission ...................................................................................................................................... 82
Admission Dates............................................................................................................................ 79
Admission Record.Allows .............................................................................................................. 82
Adolescent
Adult ASI Lite ....................................................................................................................... 78, 79
Adult......................................................................................................................................... 78, 79
Adult JCAHO ........................................................................................................................... 78, 79
Advertising ................................................................................................................................... 251
Agents ...................................................................................................................................... 251
Directors................................................................................................................................... 251
Owners..................................................................................................................................... 251
Adware......................................................................................................................................... 119
Adware/spyware .......................................................................................................................... 119
Affordably....................................................................................................................................... 11
After ............................................................................................................................................... 47
Aftercare Plan ................................................................................................................................ 78
Age .............................................................................................................................................. 207
18 ............................................................................................................................................. 207
Agency Summary .......................................................................................................................... 95
Services ..................................................................................................................................... 95
Agents.......................................................................................................................................... 251
Advertising ............................................................................................................................... 251
Purchasing ............................................................................................................................... 251
Agreement ....................................................................................................................................... 5
265
AIDS .............................................................................................................................................. 52
Alaskan Native............................................................................................................................. 237
Alaskan Native Teachings ........................................................................................................... 237
Alcohol ......................................................................................................................................... 192
Intoxication ............................................................................................................................... 192
Alcohol abuse/drug ...................................................................................................................... 192
Alcohol DTs/Drug Overdoses ...................................................................................................... 192
Alcohol Problems........................................................................................................................... 52
Alcohol Use.................................................................................................................................. 192
Alcohol/drug........................................................................................................... 52, 179, 192, 217
Alcohol/drugs ....................................................................................................................... 192, 217
craving...................................................................................................................................... 192
All ........................................................................................................................................... 98, 148
All Clients....................................................................................................................................... 78
All Clients In Pool......................................................................................................................... 109
Selecting .................................................................................................................................. 109
All Databases................................................................................................................................. 95
All Groups .................................................................................................................................... 109
All Patients............................................................................................................................. 98, 148
Alleys ........................................................................................................................................... 251
Bowling..................................................................................................................................... 251
Allow ............................................................................................................................ 5, 84, 98, 148
Questionnaire............................................................................................................................. 84
User.................................................................................................................................... 98, 148
Allows Outcome/Modification ........................................................................................................ 47
American Indian........................................................................................................................... 237
American Indian/Alaskan Native............................................................................................ 80, 237
experience................................................................................................................................ 237
learn ......................................................................................................................................... 237
American Indian/Alaskan Native teachings? ............................................................................... 237
AMPHETAMINES ........................................................................................................................ 192
Amusement Park Workers........................................................................................................... 251
Analysis ......................................................................................................................................... 38
Delete......................................................................................................................................... 38
Print ............................................................................................................................................ 38
Analyze Placement Domains......................................................................................................... 38
And/or .............................................................................. 5, 38, 52, 74, 84, 119, 207, 215, 228, 237
boarding ................................................................................................................................... 237
counseling .................................................................................................................................. 52
And/or parole/probation ............................................................................................................... 164
And—if ......................................................................................................................................... 167
And—more importantly—after ..................................................................................................... 157
during ....................................................................................................................................... 157
Another ........................................................................................................................................ 192
Answer ................................................................................................................................... 80, 237
Yes ........................................................................................................................................... 237
Antabuse................................................................................................................................ 52, 192
Anti-malware................................................................................................................................ 119
ANY IMPLIED WARRANTIES ARE LIMITED IN DURATION TO THIRTY .................................... 5
APPENDIX....................................................................................................................................... 4
APPENDIX II.................................................................................................................................... 4
Appendix IV ................................................................................................................................. 157
Applicable ...................................................................................................................................... 84
Appropriate Populations .............................................................................................................. 164
Appropriateness..................................................................................................................... 84, 161
266
APPS ............................................................................................................................................. 38
type ............................................................................................................................................ 38
APPS recommendations ............................................................................................................... 38
Archive Clients............................................................................................................................... 84
Archived................................................................................................................................... 29, 84
ARISING OUT OF THE USE OR INABILITY TO USE THIS SOFTWARE PRODUCT .................. 5
Army Master Sergeant................................................................................................................. 251
Art Gallery.................................................................................................................................... 251
As.one.......................................................................................................................................... 215
Ascending/Descending Direction................................................................................................... 79
Ash Removers ............................................................................................................................. 251
ASI ...................33, 52, 109, 157, 159, 160, 161, 164, 167, 168, 169, 172, 179, 192, 207, 215, 228
administer................................................................................................................. 157, 161, 164
Common Questions About....................................................................................................... 164
conduct..................................................................................................................................... 164
during ....................................................................................................................................... 159
Family History Section ............................................................................................................. 215
incorporate ................................................................................................................................. 33
Modifying.................................................................................................................................. 164
part ........................................................................................................................................... 164
questions.................................................................................................................................. 164
Read......................................................................................................................................... 167
use ................................................................................................................... 157, 164, 167, 207
Using .......................................................................................................................................... 33
ASI Composite Scores .................................................................................................................. 94
ASI Overview ............................................................................................................................... 157
ASI—its brevity—may.................................................................................................................. 164
benefits..................................................................................................................................... 164
ASI—may..................................................................................................................................... 164
Asking .................................................................................................................................. 161, 164
Questions ................................................................................................................................. 161
self-administered...................................................................................................................... 164
Assembly Line Workers............................................................................................................... 251
Assess ........................................................................................................................................... 33
New Client.................................................................................................................................. 33
Assessment ................................................................................................................. 33, 38, 80, 94
continue...................................................................................................................................... 33
Delete......................................................................................................................................... 33
Exit ............................................................................................................................................. 33
Set Up ........................................................................................................................................ 33
Assessment Module ...................................................................................................................... 29
Assessment Pre-Filling .................................................................................................................. 33
Assessment Type .......................................................................................................................... 95
Assessments
Follow-ups.................................................................................................................................. 79
Research Agreement Info .......................................................................................................... 95
Assign ............................................................................................................................................ 47
Category..................................................................................................................................... 47
Assistant Vice Presidents ............................................................................................................ 251
Associate ............................................................................................................................... 98, 148
User.................................................................................................................................... 98, 148
Attachment 1-A ................................................................................................................................ 5
Attachments..................................................................................................................................... 5
Attend/participate......................................................................................................................... 237
Attended/participated................................................................................................................... 237
Attending...................................................................................................................................... 237
267
Boarding School....................................................................................................................... 237
Authorization................................................................................................................................ 116
Auto Accessories ......................................................................................................................... 251
Auto Body Repairers ................................................................................................................... 251
Automated button .......................................................................................................................... 38
Automated Patient Placement System .......................................................................................... 38
Autosearch................................................................................................................................... 119
AVA19615VNB2KUS................................................................................................................... 157
Available Clients .......................................................................................................................... 105
Available Statements ..................................................................................................................... 74
existing ....................................................................................................................................... 74
Available Statements list ............................................................................................................... 74
Average Age .................................................................................................................................. 95
Clients ........................................................................................................................................ 95
AWOL .......................................................................................................................................... 207
B
B 52, 145, 217
BAC ............................................................................................................................................. 156
Back ................................................................................................................................... 14, 78, 84
AccuCare Main Menu .......................................................................................................... 78, 84
Bacteriologists ............................................................................................................................. 251
Bank Clerks ................................................................................................................................. 251
Bank Presidents........................................................................................................................... 251
BARBITURATES ......................................................................................................................... 192
BarginBuddy ................................................................................................................................ 119
Barriers .......................................................................................................................................... 38
Recovery .................................................................................................................................... 38
Beauty Shop ................................................................................................................................ 251
Beginning......................................................................................................... 15, 29, 33, 47, 52, 78
Follow-up.................................................................................................................................... 78
Interview..................................................................................................................................... 52
Benefits........................................................................................................................................ 164
ASI—its brevity—may .............................................................................................................. 164
Benzodiazepine ............................................................................................................................. 52
Sertraline.................................................................................................................................... 52
Benzodiazepines ........................................................................................................................... 52
Better Places ............................................................................................................................... 251
Bill Collectors ............................................................................................................................... 251
Billie Lynn .................................................................................................................................... 148
Billing ............................................................................................................................................. 29
Bingo Tenders ............................................................................................................................. 251
Biopsychosocial ............................................................................................................................. 33
Birth ............................................................................................................................................... 33
Blood Alcohol Count .................................................................................................................... 156
Boarding ...................................................................................................................................... 237
and/or ....................................................................................................................................... 237
Boarding School .......................................................................................................................... 237
Attending .................................................................................................................................. 237
Boarding/mission ......................................................................................................................... 237
Both User ID .......................................................................................................................... 98, 148
Bowling ........................................................................................................................................ 251
Alleys........................................................................................................................................ 251
Branch Managers ........................................................................................................................ 251
BREACH OF THIS AGREEMENT................................................................................................... 5
THE LIMITATIONS AND EXCLUSIONS STATED HEREIN SHALL SURVIVE .......................... 5
268
Broadband Internet .......................................................................................................................... 5
Brokerage Salesmen ................................................................................................................... 251
Brothers/sisters.................................................................................................................... 215, 217
BSAP ....................................................................................................................................... 78, 79
Buffers ......................................................................................................................................... 251
Building ........................................................................................................................................ 251
Superintendents ....................................................................................................................... 251
Bulldozer Operators..................................................................................................................... 251
Bus Drivers .................................................................................................................................. 251
Business ...................................................................................................................................... 251
Engraving ................................................................................................................................. 251
BUSINESS INTERRUPTION .......................................................................................................... 5
Business Machine Operators ...................................................................................................... 251
Business Managers ..................................................................................................................... 251
BUT NOT LIMITED TO.................................................................................................................... 5
BY INSTALLING OR USING THE SOFTWARE PRODUCT .......................................................... 5
C
C 52
C.P.A. .......................................................................................................................................... 251
C.P.O. .......................................................................................................................................... 251
CA .......................................................................................................................................... 52, 192
Cabinet Makers............................................................................................................................ 251
Cable ............................................................................................................................................... 5
Cafeteria Workers........................................................................................................................ 251
CAL .................................................................................................................................................. 5
Calcium carbimide ......................................................................................................................... 52
Calling.......................................................................................................................................... 157
703-487-4650........................................................................................................................... 157
Camp Counselors ........................................................................................................................ 251
Cancel................................................................................................................ 47, 79, 95, 105, 145
clicking ....................................................................................................................................... 79
Cancel button................................................................................................................................. 29
CANNABIS .................................................................................................................................. 192
Car Cleaners................................................................................................................................ 251
Car Dealer ................................................................................................................................... 251
Car Helpers.................................................................................................................................. 251
Car Wash Attendants .................................................................................................................. 251
Care ....................................................................................................................................... 38, 172
Edit Level ................................................................................................................................... 38
his/her ...................................................................................................................................... 172
Level........................................................................................................................................... 38
Select Final Level....................................................................................................................... 38
Care Placement ............................................................................................................................. 38
Select Continued Stay Level...................................................................................................... 38
Care Recommendation.................................................................................................................. 38
Level........................................................................................................................................... 38
Case Management ........................................................................................................................ 29
Categories/sub............................................................................................................................... 47
Categories/sub-categories............................................................................................................. 47
Category ........................................................................................................................................ 47
Assign ........................................................................................................................................ 47
Category Code............................................................................................................................. 115
Category/Sub Category ................................................................................................................. 47
Category/subcategory ................................................................................................................... 47
Category/sub-category .................................................................................................................. 47
269
Category-Sub-category ................................................................................................................. 47
Cattle Dealer................................................................................................................................ 251
CD-ROM .......................................................................................................................................... 5
Cement Finishers......................................................................................................................... 251
CEO ............................................................................................................................................. 179
Change Client Demographic Information ...................................................................................... 33
Change Date................................................................................................................................ 109
Change Referral Letters ................................................................................................................ 15
Change Value button ............................................................................................................... 33, 80
clicking ................................................................................................................................. 33, 80
Changing ............................................................................................................................. 109, 121
Parameters Of.......................................................................................................................... 109
Your Report Heading ............................................................................................................... 121
Characteristics ..................................................................................................... 157, 160, 164, 169
Charge.for.................................................................................................................................... 207
Charges ......................................................................................................................................... 95
rate ............................................................................................................................................. 95
Check..................................................................................................................................... 79, 192
Criteria........................................................................................................................................ 79
Medical..................................................................................................................................... 192
Check "Follow-ups Due Only......................................................................................................... 78
Checkers...................................................................................................................................... 251
Cheese Makers............................................................................................................................ 251
Chemical Engineers .................................................................................................................... 251
Chief Clerks ................................................................................................................................. 251
Choose .............................................................................................................. 33, 74, 80, 108, 109
Additional Assessment button.................................................................................................... 33
Additional Supplement button .................................................................................................... 80
Modify Note ................................................................................................................................ 74
New Follow-Up......................................................................................................................... 109
OK ........................................................................................................................................ 33, 80
OK button ................................................................................................................................. 108
Statement................................................................................................................................... 74
Supplemental Questions ............................................................................................................ 80
Choose "Edit Sub .......................................................................................................................... 47
Choose "Print........................................................................................................................... 33, 94
Text File ............................................................................................................................... 33, 94
Choose Group Setup ..................................................................................................................... 74
Choose Locate/View.................................................................................................................... 109
Choose Placement Analysis.......................................................................................................... 38
Choose Placement Domains ......................................................................................................... 38
Choose Problem List ..................................................................................................................... 38
Choose Reports....................................................................................................................... 33, 94
Choose Research Agreement ..................................................................................................... 109
Chronic Medical Problems........................................................................................................... 172
Cigarette Machines...................................................................................................................... 251
City
State........................................................................................................................................... 33
City Manager ............................................................................................................................... 251
City Planner ................................................................................................................................. 251
Claims Examiner.......................................................................................................................... 251
Claims Processing ......................................................................................................................... 11
Clam Diggers ............................................................................................................................... 251
Claria ........................................................................................................................................... 119
Clay Cutters ................................................................................................................................. 251
Cleaners ...................................................................................................................................... 251
270
Cleaning....................................................................................................................................... 251
Shops ....................................................................................................................................... 251
Clears ...................................................................................................................................... 74, 79
Note............................................................................................................................................ 74
Sort Order .................................................................................................................................. 79
Clerks........................................................................................................................................... 251
Shipping ................................................................................................................................... 251
Click Add Note ............................................................................................................................... 74
Clicking ...................................................................................................... 33, 79, 80, 105, 109, 115
Cancel ........................................................................................................................................ 79
Change Value button ........................................................................................................... 33, 80
New Supplement button............................................................................................................. 80
OK button ................................................................................................................................... 33
Select ....................................................................................................................................... 109
Set-up................................................................................................................................... 33, 80
Start Assessment ..................................................................................................................... 109
Supplement Questions button.................................................................................................... 80
Client............................................................................................................ 33, 80, 95, 98, 109, 148
Average Age .............................................................................................................................. 95
Determine Percentage ............................................................................................................. 109
see ..................................................................................................................................... 98, 148
Client Accepts.............................................................................................................................. 109
Client Administration.............................................................................................................. 33, 115
Client Behavior ............................................................................................................................ 161
Client Categories ......................................................................................................................... 115
Client Id........................................................................................................................................ 109
Client In The Treatment Services Review ................................................................................... 109
Involving ................................................................................................................................... 109
Client Info....................................................................................................................................... 29
Client Information........................................................................................................................... 33
Client Intake....................................................................................................................... 11, 33, 47
enter ..................................................................................................................................... 33, 47
Client Intake/Administration............................................................................................... 29, 33, 80
Client Locator Information Questionnaire .................................................................................... 109
proceed .................................................................................................................................... 109
Client psychological/emotional .................................................................................................... 228
Client Rating Scale ...................................................................................................................... 172
Introduce .................................................................................................................................. 172
Client Ratings .............................................................................................................................. 159
Client Records ....................................................................................................................... 98, 148
level .................................................................................................................................... 98, 148
Users.................................................................................................................................. 98, 148
Client Reference ID ........................................................................................................... 29, 33, 47
Client Reference Number AND/OR ............................................................................................... 84
Client Report............................................................................................................ 33, 94, 131, 137
enter ......................................................................................................................................... 131
Print button............................................................................................................................... 131
return........................................................................................................................................ 137
Client Selection.............................................................................................................................. 29
Client Summary ............................................................................................................................. 95
Services ..................................................................................................................................... 95
Client Treatment ............................................................................................................................ 11
Client/per ..................................................................................................................................... 109
Client’s ................................................................................................. 29, 33, 38, 95, 123, 145, 237
Depending................................................................................................................................ 237
determine ................................................................................................................................. 237
271
part ..................................................................................................................................... 38, 237
rate ........................................................................................................................................... 237
records ..................................................................................................................................... 237
value......................................................................................................................................... 237
Client-counselor........................................................................................................................... 161
Client-Intake................................................................................................................................... 84
Clients Not Selected For Follow-Up ............................................................................................ 109
Selecting .................................................................................................................................. 109
Clients Randomly Selected For Follow-Up.................................................................................. 109
Selecting .................................................................................................................................. 109
Client's Selected .......................................................................................................................... 105
Group ....................................................................................................................................... 105
Clinical ......................................................................................................................................... 119
Clinical Admin ........................................................................................................................ 98, 148
Clinical Services Reports............................................................................................................... 95
Clinical Summary........................................................................................................................... 95
Session ...................................................................................................................................... 95
Clinician ................................................................................................................................. 98, 148
Clinician Summary......................................................................................................................... 95
Services ..................................................................................................................................... 95
Clinicians/program ....................................................................................................................... 109
Clonidine........................................................................................................................................ 52
Close.............................................................................................................................. 74, 109, 137
Close button................................................................................................................................... 74
Clothing........................................................................................................................................ 251
Store Owners ........................................................................................................................... 251
Coal Businesses .......................................................................................................................... 251
COCAINE .................................................................................................................................... 192
Cocaine Anonymous ..................................................................................................................... 52
Code ................................................................................................................................................ 5
Code Occupational Scale ............................................................................................................ 251
Code—e.g.................................................................................................................................... 169
Coding ................................................................. 168, 169, 172, 179, 192, 207, 215, 217, 228, 237
Issues............................................................... 168, 169, 172, 179, 192, 207, 215, 217, 228, 237
Coding Issues .............................................................................................................................. 168
Coin Machine Fillers .................................................................................................................... 251
Coke.and ..................................................................................................................................... 192
College Graduate......................................................................................................................... 251
Combinedtext.txt............................................................................................................................ 95
Comfortable—change.................................................................................................................. 167
COMMA DELIMITED TEXT .......................................................................................................... 95
Comments ............................................................................................... 15, 29, 169, 192, 207, 228
Commissioned Officers ............................................................................................................... 251
Common Questions About .......................................................................................................... 164
ASI ........................................................................................................................................... 164
Completed—look ......................................................................................................................... 157
Completing................................................................................................................................... 168
General Guidelines .................................................................................................................. 168
Composite Score Profile................................................................................................................ 33
Composite Score Report ............................................................................................................... 95
Composite Scores ....................................................................................................................... 160
Composite/Severity Scores ........................................................................................................... 33
Computer Programmers .............................................................................................................. 251
Computer-assisted....................................................................................................................... 160
Concern Managers ...................................................................................................................... 251
Concerns—such .......................................................................................................................... 157
272
Conduct ............................................................................................................................... 109, 164
ASI ........................................................................................................................................... 164
TSR .......................................................................................................................................... 109
Confidentiality .............................................................................................................. 179, 217, 228
stressing................................................................................................................................... 217
Conflicts.by .................................................................................................................................. 217
Connecting................................................................................................................................... 122
Your AccuCare Web Site ......................................................................................................... 122
Consider ...................................................................................................................................... 217
girlfriend/boyfriend ................................................................................................................... 217
Considerable........................................................................................ 172, 179, 192, 207, 217, 228
Consistency checks—the ............................................................................................................ 164
Construction
Dairy......................................................................................................................................... 251
Consumer Survey .......................................................................................................................... 84
Consumer-Oriented Report ........................................................................................................... 84
Contact Info ................................................................................................................................... 29
Contact Information ....................................................................................................................... 29
Contact Us ..................................................................................................................................... 13
Contains....................................................................................................................................... 119
malware.................................................................................................................................... 119
Contempt ..................................................................................................................................... 207
Court ........................................................................................................................................ 207
Continue .................................................................................................................................. 33, 47
Assessment................................................................................................................................ 33
Open Treatment Plan................................................................................................................. 47
Continued Stay .............................................................................................................................. 38
Continued Stay Assessment ................................................................................................... 38, 79
Continued Stay Report .................................................................................................................. 38
Print ............................................................................................................................................ 38
Continued Stay Review ........................................................................................................... 38, 79
Add ............................................................................................................................................. 38
Delete......................................................................................................................................... 38
Modify......................................................................................................................................... 38
Contracting .................................................................................................................................. 251
Painting .................................................................................................................................... 251
Roofing..................................................................................................................................... 251
Contrasting .................................................................................................................................. 109
Treatment Services Review ..................................................................................................... 109
Control—and................................................................................................................................ 157
Controlled Environment ............................................................................................................... 169
Convalescent Homes .................................................................................................................. 251
Convenience Store ...................................................................................................................... 251
Convicted.did ............................................................................................................................... 207
Cool Web Search......................................................................................................................... 119
Copy ............................................................................................................................ 5, 84, 94, 109
AccuCare ................................................................................................................................... 94
MHSIPS Survey ......................................................................................................................... 84
TSR .......................................................................................................................................... 109
Copyright/Restrictions on Use/No Modification ............................................................................... 5
Corner .............................................................................................................................. 33, 80, 119
Internet Explorer....................................................................................................................... 119
Open Assessment...................................................................................................................... 33
Open Supplement ...................................................................................................................... 80
Correctly—at................................................................................................................................ 157
273
Corrupt......................................................................................................................................... 119
AccuCare ................................................................................................................................. 119
Cost-effectiveness ......................................................................................................................... 52
Counseling..................................................................................................................................... 52
and/or ......................................................................................................................................... 52
Counseling/skill.............................................................................................................................. 52
Counterpersons ........................................................................................................................... 251
Court ............................................................................................................................................ 207
Contempt.................................................................................................................................. 207
Court Report .................................................................................................................... 33, 94, 108
Selecting .................................................................................................................................... 94
Craving ........................................................................................................................................ 192
alcohol/drugs............................................................................................................................ 192
Crazy.People ............................................................................................................................... 228
Create Treatment Plans ................................................................................................................ 38
Create Trt Plan .............................................................................................................................. 38
Create/View Client Plan................................................................................................................. 47
Create/View menu ......................................................................................................................... 47
Create/View Treatment Plan ......................................................................................................... 47
Creating ........................................................................................................... 74, 98, 109, 123, 148
Group ....................................................................................................................................... 123
Provider ID ......................................................................................................................... 98, 148
Treatment Services Review ..................................................................................................... 109
User............................................................................................................................................ 74
User ID ............................................................................................................................... 98, 148
Creation Stories ........................................................................................................................... 237
Credit Managers .......................................................................................................................... 251
Crimial............................................................................................................................................ 11
Criminal Justice ............................................................................................................................. 78
Criteria ........................................................................................................................................... 79
Check ......................................................................................................................................... 79
CRITICAL OBJECTIVE ITEMS OF THE DRUG AND ALCOHOL SECTIONS........................... 192
CRITICAL OBJECTIVE ITEMS OF THE EMPLOYMENT/SUPPORT SECTION ....................... 179
CRITICAL OBJECTIVE ITEMS OF THE FAMILY/SOCIAL SECTION ....................................... 217
CRITICAL OBJECTIVE ITEMS OF THE LEGAL STATUS SECTION........................................ 207
CRITICAL OBJECTIVE ITEMS OF THE MEDICAL SECTION................................................... 172
CRITICAL OBJECTIVE ITEMS OF THE PSYCHIATRIC STATUS SECTION ........................... 228
Cross-check Drug/Alcohol Use.................................................................................................... 192
Cross-check Item......................................................................................................................... 172
CST.................................................................................................................................... 5, 13, 117
Cumulative Data Report ................................................................................................................ 95
Current Address........................................................................................................................... 179
Current Charges .......................................................................................................................... 207
Current Client........................................................................................................................... 33, 47
Current Criminal Involvement ...................................................................................................... 207
Cursor Mania ............................................................................................................................... 119
Custom Research Agreement ..................................................................................................... 109
Custom/Setup Agreement ........................................................................................................... 109
Customer ......................................................................................................................................... 5
Customer Support............................................................................................................................ 5
AccuCare Self-hosted SQL Version ............................................................................................ 5
AccuCare Web ............................................................................................................................. 5
Customized APPS ......................................................................................................................... 38
Customized Patient Placement System ........................................................................................ 38
Cydoor ......................................................................................................................................... 119
274
D
D 52, 145
D’ 145
D1-12 ........................................................................................................................................... 192
D13 .............................................................................................................................................. 192
D14 .............................................................................................................................................. 192
D15 .............................................................................................................................................. 192
D15-D16 ...................................................................................................................................... 192
D16 .............................................................................................................................................. 192
D17-18 ......................................................................................................................................... 192
D17-D18 ...................................................................................................................................... 192
D19-D20 ...................................................................................................................................... 192
D19-D22 ...................................................................................................................................... 192
D1-D12 ........................................................................................................................................ 192
D21-D22 ...................................................................................................................................... 192
D23-24 ......................................................................................................................................... 192
D25 .............................................................................................................................................. 192
D26-D27 ...................................................................................................................................... 192
D28 .............................................................................................................................................. 192
D28-D31 ...................................................................................................................................... 192
D29 .............................................................................................................................................. 192
D30 .............................................................................................................................................. 192
D31 .............................................................................................................................................. 192
D32-D33 ...................................................................................................................................... 192
Dairy Owners ............................................................................................................................... 251
Dairy Workers .............................................................................................................................. 251
Data Base ...................................................................................................................................... 95
Data Entry Mode............................................................................................................................ 33
Selecting .................................................................................................................................... 33
Data Query ...................................................................................................................... 79, 84, 156
Data Query Provider Identification................................................................................................. 79
Tech Note................................................................................................................................... 79
Data Retrieval .................................................................................................................................. 5
AccuCare Web ............................................................................................................................. 5
Database Management ................................................................................................................. 11
Databases...................................................................................................................................... 95
following ..................................................................................................................................... 95
Date ............................................................................................................................................. 109
Starting..................................................................................................................................... 109
Date - Month/Day/Year .................................................................................................................. 52
Days Attending Program ............................................................................................................... 52
DAYS FROM THE DATE OF DELIVERY OF THE SOFTWARE PRODUCT................................. 5
Days.may..................................................................................................................................... 172
Days.not....................................................................................................................................... 172
number ..................................................................................................................................... 172
Days.so........................................................................................................................................ 192
Deck Hands ................................................................................................................................. 251
Decompile........................................................................................................................................ 5
Default ........................................................................................................................................... 38
Reset.......................................................................................................................................... 38
Default Assessment Type........................................................................................................ 33, 80
Default Provider’ .................................................................................................................... 98, 148
DEFAULT’.............................................................................................................................. 98, 148
Definitions .................................................................................................................................... 156
Delete ................................................................................................ 33, 38, 47, 74, 80, 82, 84, 109
275
Analysis...................................................................................................................................... 38
Assessment................................................................................................................................ 33
Group ....................................................................................................................................... 109
MHSIPS Survey ......................................................................................................................... 84
Progress Note ............................................................................................................................ 74
Supplement ................................................................................................................................ 80
Delete Analysis .............................................................................................................................. 38
Delete Assessment button............................................................................................................. 80
Delete button ......................................................................................................................... 29, 106
Delete Criteria................................................................................................................................ 79
Delete Follow-up............................................................................................................................ 78
Delete Indicators............................................................................................................................ 38
Delete Key ............................................................................................................................. 74, 108
Select ......................................................................................................................................... 74
use ........................................................................................................................................... 108
Delete Note button......................................................................................................................... 74
Delete Obj...................................................................................................................................... 47
Delete Plan .................................................................................................................................... 47
Delete Review.......................................................................................................................... 38, 47
Delete Selected Group ................................................................................................................ 105
Delete Selected Group button ..................................................................................................... 123
Delete Statements ......................................................................................................................... 74
Delete Sublevel.............................................................................................................................. 38
Delete Survey ................................................................................................................................ 84
Delirium Tremens ................................................................................................................ 156, 192
Delivery Persons.......................................................................................................................... 251
Demographic Data......................................................................................................................... 52
Demographics
Contact Information.................................................................................................................... 29
Dental Technicians ...................................................................................................................... 251
Deny ...................................................................................................................................... 98, 148
Deny Users ............................................................................................................................ 98, 148
Deny/allow ............................................................................................................................. 98, 148
like...................................................................................................................................... 98, 148
Department .................................................................................................................................. 179
Public Assistance ..................................................................................................................... 179
Department Stores....................................................................................................................... 251
Depending ................................................................................................................................... 237
client’s ...................................................................................................................................... 237
Deputy Sheriffs ............................................................................................................................ 251
DESCRIPTION ............................................................................................ 179, 192, 207, 217, 228
Deselect................................................................................................................................... 33, 94
Designers..................................................................................................................................... 251
Desipramine................................................................................................................................... 52
Desktops.......................................................................................................................................... 5
Destroy ........................................................................................................................................ 119
Determine .............................................................................................................................. 78, 237
client’s ...................................................................................................................................... 237
Determine Follow-Up Schedule................................................................................................... 109
Determine Percentage................................................................................................................. 109
Clients ...................................................................................................................................... 109
Detox ................................................................................................................................... 156, 192
Detox program.or......................................................................................................................... 169
Detoxes........................................................................................................................................ 172
Diemakers.................................................................................................................................... 251
276
Diesel Engine Repair ................................................................................................................... 251
Diesel Shovel Operators.............................................................................................................. 251
DIRECT ........................................................................................................................................... 5
Director .......................................................................................................................... 98, 148, 251
Advertising ............................................................................................................................... 251
Disassemble .................................................................................................................................... 5
Discharge....................................................................................................................................... 82
Discharge Date .............................................................................................................................. 78
Discharge Record .......................................................................................................................... 82
Discharge Summary ................................................................................................................ 78, 79
Discussion/session ........................................................................................................................ 52
Display ........................................................................................................................................... 95
Total Time .................................................................................................................................. 95
Display All ................................................................................................................................ 33, 47
Display Groups ............................................................................................................................ 109
Dissatisfaction.............................................................................................................................. 217
reasons .................................................................................................................................... 217
Distribute.......................................................................................................................................... 5
District Managers......................................................................................................................... 251
Disulfiram....................................................................................................................................... 52
DO NOT......................................................................................................................................... 14
DO NOT ATTEMPT TO ACCESS OR OTHERWISE USE THE SOFTWARE PRODUCT ............ 5
Doesn’t......................................................................................................................................... 237
Dog Supplies ............................................................................................................................... 251
Dollar ............................................................................................................................................. 95
Domain .......................................................................................................................................... 38
Don’t .............................................................................................................................................. 95
Download File’ ............................................................................................................................. 137
DPA ............................................................................................................................................. 179
Dr ................................................................................................................................................... 33
Draftspersons .............................................................................................................................. 251
Drill Press Operators ................................................................................................................... 251
Drivers license/automobile .......................................................................................................... 179
Driving.................................................................................................................................. 156, 251
Teachers .................................................................................................................................. 251
While Intoxicated...................................................................................................................... 156
Driving Under............................................................................................................................... 156
Influence................................................................................................................................... 156
Dropped.were .............................................................................................................................. 207
Drug ............................................................................................................................................. 192
Drug Grid ..................................................................................................................................... 192
addresses................................................................................................................................. 192
Drug Problems............................................................................................................................... 52
Drug Severity Rating Alcohol Severity Rating ............................................................................. 192
Drug/alcohol....................................................................... 52, 78, 95, 157, 172, 192, 207, 217, 228
during ....................................................................................................................................... 192
except......................................................................................................................................... 52
get ............................................................................................................................................ 172
like............................................................................................................................................ 207
result ........................................................................................................................................ 228
Drug/Alcohol item 20 ................................................................................................................... 179
Drug/Alcohol Questions 1-13....................................................................................................... 169
Drug/Alcohol Section ................................................................................................................... 192
Drug/Alcohol Use......................................................................................................... 159, 179, 192
277
Drugs/alcohol................................................................................................................................. 52
use ............................................................................................................................................. 52
Dry Goods.................................................................................................................................... 251
DSL .................................................................................................................................................. 5
DSM-IV .......................................................................................................................................... 47
DSM-IV Samples ........................................................................................................................... 47
DTs .............................................................................................................................. 156, 172, 192
Impending ................................................................................................................................ 192
DTs/overdosed ............................................................................................................................ 192
DTs/overdoses............................................................................................................................. 192
number ..................................................................................................................................... 192
Dual Diagnosis............................................................................................................................... 47
DUE TO EITHER ........................................................................................................................... 52
FAILURE TO COMPREHEND OR SUSPECTED MISREPRESENTATION............................. 52
DUI....................................................................................................................................... 156, 192
Duplicator Machine Operators..................................................................................................... 251
During .......................................................................................................................... 157, 159, 192
and—more importantly—after.................................................................................................. 157
ASI ........................................................................................................................................... 159
Drug/Alcohol............................................................................................................................. 192
DWI...................................................................................................................................... 156, 192
School ...................................................................................................................................... 192
E
E.g .....................................................5, 52, 161, 164, 169, 172, 179, 192, 207, 215, 217, 228, 251
E1 ................................................................................................................................................ 179
E10 .............................................................................................................................................. 179
E11 .............................................................................................................................................. 179
E12 .............................................................................................................................................. 179
E12-E17....................................................................................................................................... 179
E13 .............................................................................................................................................. 179
E14 .............................................................................................................................................. 179
E15 .............................................................................................................................................. 179
E16 .............................................................................................................................................. 179
E17 .............................................................................................................................................. 179
E18 .............................................................................................................................................. 179
E19 .............................................................................................................................................. 179
E2 ................................................................................................................................................ 179
E2.-E3.......................................................................................................................................... 179
E20 .............................................................................................................................................. 179
E20-E21....................................................................................................................................... 179
E21 .............................................................................................................................................. 179
E22 .............................................................................................................................................. 179
E3 ................................................................................................................................................ 179
E4 ................................................................................................................................................ 179
E4.-E5.......................................................................................................................................... 179
E5 ................................................................................................................................................ 179
E6 ................................................................................................................................................ 179
E7 ................................................................................................................................................ 179
E8 ................................................................................................................................................ 179
E8.-E9.......................................................................................................................................... 179
E9 ................................................................................................................................................ 179
EACH QUESTION SHOULD HAVE EITHER................................................................................ 52
VALID RESPONSE OR THE LETTER ...................................................................................... 52
Edit..................................................................................................................... 38, 47, 84, 108, 109
MHSIPS Survey ......................................................................................................................... 84
278
Report Heading ........................................................................................................................ 108
Use............................................................................................................................................. 47
Edit button...................................................................................................................................... 33
select.......................................................................................................................................... 33
Edit Category ................................................................................................................................. 47
Edit Current Statements ................................................................................................................ 74
Edit Indicators ................................................................................................................................ 38
Edit Level ....................................................................................................................................... 38
Care ........................................................................................................................................... 38
Edit Plan ........................................................................................................................................ 47
Edit Sub Category.......................................................................................................................... 47
Edit Sublevel.................................................................................................................................. 38
Edit Survey .................................................................................................................................... 84
Edit window.................................................................................................................................... 74
Edit/view .............................................................................................................................. 108, 109
want.......................................................................................................................................... 109
Effective—when........................................................................................................................... 157
EITHER EXPRESS OR IMPLIED.................................................................................................... 5
Electrical Appliances ................................................................................................................... 251
Electrical Contracting................................................................................................................... 251
Electrician
Printer....................................................................................................................................... 251
Electrotypists ............................................................................................................................... 251
Elevator Operators....................................................................................................................... 251
Email.......................................................................................................................... 5, 29, 119, 122
incoming................................................................................................................................... 119
referring.................................................................................................................................... 122
E-mail................................................................................................................................. 5, 13, 117
EMPLOY.XLS Employment........................................................................................................... 95
Employment................................................................................................................................... 78
Employment Interviewers ............................................................................................................ 251
Employment Items 12-17............................................................................................................. 179
Employment Status ....................................................................................................................... 33
Employment/support...................................................................................................... 52, 179, 192
Employment/Support item ................................................................................................... 179, 207
Employment/Support item 15 ...................................................................................................... 172
Employment/Support Problems..................................................................................................... 52
Employment/Support Severity ..................................................................................................... 179
Employment/Support Status................................................................................................ 179, 228
Employment/Support Status item 17 ........................................................................................... 207
Employment/training ...................................................................................................................... 52
End Date.......................................................................................................................... 97, 98, 109
Follow-Ups ............................................................................................................................... 109
End User License Agreement.......................................................................................................... 5
Engraving..................................................................................................................................... 251
Business................................................................................................................................... 251
Enlisted Persons.......................................................................................................................... 251
Enter .................................................................................................... 15, 33, 47, 98, 108, 131, 148
Client Intake ......................................................................................................................... 33, 47
Client Report ............................................................................................................................ 131
Open Assessment...................................................................................................................... 33
Open Treatment Plan................................................................................................................. 47
Supervisor’s Name..................................................................................................................... 98
Supervisor's Name................................................................................................................... 148
User’s Full Name........................................................................................................................ 98
User's Full Name...................................................................................................................... 148
279
Enter "Z........................................................................................................................................ 192
ENTER key .................................................................................................................................... 14
Enterprise Manager ......................................................................................................................... 5
Environment.a.............................................................................................................................. 169
Establish Analysis Domains .......................................................................................................... 38
Establish Beginning/Completion Dates ....................................................................................... 109
Establish Follow-Up Group.......................................................................................................... 109
Establishing ................................................................................................................................... 38
Sublevels.................................................................................................................................... 38
Ethnic Group............................................................................................................................ 29, 33
EULA ............................................................................................................................................... 5
EVEN IF ORION HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES................ 5
Excel ........................................................................................................................................ 79, 95
Save ........................................................................................................................................... 79
Excel file ........................................................................................................................................ 95
Exported..................................................................................................................................... 95
EXCEL SPREADSHEET ............................................................................................................... 95
Excel® ........................................................................................................................................... 11
Except............................................................................................................................................ 52
drug/alcohol................................................................................................................................ 52
Exclude Drivers............................................................................................................................ 192
Executive Assistants.................................................................................................................... 251
Executive Branch......................................................................................................................... 251
Government ............................................................................................................................. 251
Executive Managers .................................................................................................................... 251
Executive Secretaries .................................................................................................................. 251
Existing ................................................................................................................ 15, 33, 47, 74, 109
AccuCare ............................................................................................................................. 33, 47
Available Statements ................................................................................................................. 74
TSR .......................................................................................................................................... 109
UserID ........................................................................................................................................ 15
Existing Assessment ..................................................................................................................... 33
Modify......................................................................................................................................... 33
Existing Supplement ...................................................................................................................... 80
Modify......................................................................................................................................... 80
Exit ....................................................................................................................... 33, 47, 82, 93, 148
AccuCare ................................................................................................................................... 93
Assessments.............................................................................................................................. 33
Internet Explorer......................................................................................................................... 93
Treatment Plans......................................................................................................................... 47
Exit button.............................................................................................................................. 29, 123
Exit via Menu ............................................................................................................................... 119
Exit’ ........................................................................................................................................ 98, 148
Experience................................................................................................................................... 237
American Indian/Alaskan Native .............................................................................................. 237
Experimental Tester .................................................................................................................... 251
Exported ........................................................................................................................................ 95
Excel file..................................................................................................................................... 95
Express Company Owners.......................................................................................................... 251
Extreme ............................................................................................... 172, 179, 192, 207, 217, 228
F
F1........................................................................................................................................... 15, 217
hit ............................................................................................................................................... 15
F10............................................................................................................................................... 217
F11............................................................................................................................................... 217
280
F12-F17 ....................................................................................................................................... 217
F18-F26 ....................................................................................................................................... 217
F1-F3 ........................................................................................................................................... 217
F2......................................................................................................................................... 145, 217
press ........................................................................................................................................ 145
F27-F29 ....................................................................................................................................... 217
F3................................................................................................................................................. 217
F30-31 ......................................................................................................................................... 217
F30-F31 ....................................................................................................................................... 217
F32............................................................................................................................................... 217
F32-F35 ....................................................................................................................................... 217
F33............................................................................................................................................... 217
F34............................................................................................................................................... 217
F35............................................................................................................................................... 217
F36............................................................................................................................................... 217
F4................................................................................................................................................. 217
F4-F6 ........................................................................................................................................... 217
F5................................................................................................................................................. 217
F6................................................................................................................................................. 217
F7-F8 ........................................................................................................................................... 217
F9................................................................................................................................................. 217
F9-F10 ......................................................................................................................................... 217
Factory Storekeepers .................................................................................................................. 251
Factory Supervisors..................................................................................................................... 251
Factory Workers .......................................................................................................................... 251
FAILURE TO COMPREHEND OR SUSPECTED MISREPRESENTATION ................................ 52
DUE TO EITHER ....................................................................................................................... 52
Family .......................................................................................................................................... 217
Family History ...................................................................................................................... 159, 215
Family History Section ................................................................................................................. 215
ASI ........................................................................................................................................... 215
Family Tradition ........................................................................................................................... 237
FAMILY.XLS Family ...................................................................................................................... 95
Family/home .................................................................................................................................. 52
Family/other ................................................................................................................................. 217
Family/Social ................................................................................................... 52, 78, 179, 192, 217
Family/Social Problems ................................................................................................................. 52
Family/Social Relationships......................................................................................................... 217
Family/Social Section Severity Rating......................................................................................... 217
Family/Social Status .................................................................................................................... 217
Family/Social Status item ............................................................................................................ 217
Family’s........................................................................................................................................ 237
Farm Helpers ............................................................................................................................... 251
Farm Managers ........................................................................................................................... 251
Farm Owners ............................................................................................................................... 251
Farmers ....................................................................................................................................... 251
Father/daughter ........................................................................................................................... 217
Father’s ........................................................................................................................................ 237
Father’s Tribal Affiliation .............................................................................................................. 237
Favor................................................................................................................................................ 5
Orion Healthcare Technology ...................................................................................................... 5
FAXed.......................................................................................................................................... 157
703-321-8547........................................................................................................................... 157
Federal......................................................................................................................... 160, 207, 251
State......................................................................................................................................... 251
Federal Trade Commission ......................................................................................................... 119
281
Females ......................................................................................................................................... 95
Fields ............................................................................................................................................. 95
Saves ......................................................................................................................................... 95
File Download dialog ................................................................................................................... 137
File menu ................................................................................................................... 33, 47, 84, 137
Select ................................................................................................................................... 33, 84
File/Treatment Services Review.................................................................................................. 109
File>Close.................................................................................................................................... 119
Filers
Benders.................................................................................................................................... 251
Finance Company........................................................................................................................ 251
Fine.were ..................................................................................................................................... 207
pay ........................................................................................................................................... 207
Finish ............................................................................................................................................. 84
Fire Extinguishers ........................................................................................................................ 251
Firewalls....................................................................................................................................... 119
First
Prev .......................................................................................................................................... 109
First Name ......................................................................................................................... 29, 33, 47
Flower Shop................................................................................................................................. 251
Focussed ..................................................................................................................................... 164
Following.................................................................................................................................. 47, 95
Databases .................................................................................................................................. 95
Following.disorderly ..................................................................................................................... 207
Followup ........................................................................................................................................ 29
Follow-up ......................................................................................................................... 78, 82, 109
begin .......................................................................................................................................... 78
Ending Date ............................................................................................................................. 109
View ........................................................................................................................................... 82
Follow-up Group .................................................................................................................... 78, 109
select.......................................................................................................................................... 78
Follow-up Module ........................................................................................................................ 109
Follow-up Record........................................................................................................................... 82
Follow-Up Schedule .................................................................................................................... 109
Food Equipment .......................................................................................................................... 251
Food Products ............................................................................................................................. 251
Food Stamps ............................................................................................................................... 179
Food Vendor ................................................................................................................................ 251
For
Searching ............................................................................................................................. 33, 47
For item 23................................................................................................................................... 207
Forepersons................................................................................................................................. 251
Forgot Your Password ................................................................................................................... 15
Forms............................................................................................................................... 84, 98, 217
MHSIPS Survey ......................................................................................................................... 84
nonprescribed .......................................................................................................................... 217
Forward.......................................................................................................................................... 14
Foundry Workers ......................................................................................................................... 251
Free Time .................................................................................................................................... 217
Freebase...................................................................................................................................... 192
Freebased.................................................................................................................................... 192
Freebasing it.are.......................................................................................................................... 192
Freight Handlers .......................................................................................................................... 251
Friends ................................................................................................................................. 179, 217
From
Main Menu ................................................................................................................................. 74
282
Fror .............................................................................................................................................. 237
Fun Web Products ....................................................................................................................... 119
Functioning ...................................................................................................................................... 5
Funeral Home .............................................................................................................................. 251
Furniture Business Owners ......................................................................................................... 251
Furthermore—for ......................................................................................................................... 169
Future Software Product Upgrades/Updates .................................................................................. 5
G
G17 .............................................................................................................................................. 169
G18 .............................................................................................................................................. 169
G19 .............................................................................................................................................. 169
G19.-G20 ..................................................................................................................................... 169
G20 .............................................................................................................................................. 169
Garage/Gas Station ..................................................................................................................... 251
Garbage Collectors...................................................................................................................... 251
Gas
Steam ....................................................................................................................................... 251
Gas Station Assistants ................................................................................................................ 251
Gator ............................................................................................................................................ 119
Gauge Makers ............................................................................................................................. 251
Gay/lesbian.................................................................................................................................. 217
GB.................................................................................................................................................... 5
GB RAM....................................................................................................................................... 117
GED ............................................................................................................................................. 179
Gender ............................................................................................................................... 29, 33, 47
General ........................................................................................................................................ 106
Medical....................................................................................................................................... 78
General Directions ......................................................................................................................... 52
General Guidelines ...................................................................................................................... 168
Completing ............................................................................................................................... 168
General Information ....................................................................................................... 33, 169, 217
screen ........................................................................................................................................ 33
General Introduction ...................................................................................................................... 52
General Issues............................................................................................................................... 52
General Notes................................................................................................................................ 52
Questions ................................................................................................................................... 52
GENERAL.XLS Client ................................................................................................................... 95
Generate...................................................................................................................................... 109
TSR .......................................................................................................................................... 109
Geographic Code......................................................................................................................... 169
Get ................................................................................................................................. 15, 167, 172
drug/alcohol.............................................................................................................................. 172
Main Menu ................................................................................................................................. 15
Ready....................................................................................................................................... 167
Get Latest Data........................................................................................................................ 79, 95
Girlfriend/boyfriend ...................................................................................................................... 217
consider.................................................................................................................................... 217
GLOSSARY ..................................................................................................................................... 4
GO ................................................................................................................................................. 15
GO’ button ................................................................................................................................... 122
Goal Statements ............................................................................................................................ 47
Goals ............................................................................................................................................. 74
Goals Attempted ............................................................................................................................ 78
283
Goals Met ...................................................................................................................................... 78
Google ......................................................................................................................................... 119
Government ................................................................................................................................. 251
Executive Branch ..................................................................................................................... 251
Government Officials ................................................................................................................... 251
Graduate Equivalence Diploma................................................................................................... 179
Grant...................................................................................................................................... 98, 148
Grant/Deny ............................................................................................................................ 98, 148
Grant/Deny Client .................................................................................................................. 98, 148
Grant/Deny Provider .............................................................................................................. 98, 148
Grant/Deny User.................................................................................................................... 98, 148
Grant/View/Deny User Permissions ...................................................................................... 98, 148
Graphic Report ............................................................................................................................ 109
Graphing ...................................................................................................................................... 109
The Results Of The Research Study ....................................................................................... 109
Grave Diggers.............................................................................................................................. 251
Greenhouse Workers .................................................................................................................. 251
Group............................................................................................................... 47, 74, 105, 109, 123
Add/Modify ................................................................................................................................. 74
Client's Selected ...................................................................................................................... 105
Creating.................................................................................................................................... 123
Deleting .................................................................................................................................... 109
Sample Plans ............................................................................................................................. 47
View ........................................................................................................................................... 74
Group Facilitator .......................................................................................................................... 123
Select ....................................................................................................................................... 123
Group Reference ........................................................................................................................... 74
Group Setup ........................................................................................................................ 105, 123
Group Setup button ..................................................................................................................... 123
use ........................................................................................................................................... 123
Group Utilities .............................................................................................................................. 105
Guards
Doorkeepers............................................................................................................................. 251
Guide ............................................................................................................................................. 11
AccuCare ................................................................................................................................... 11
H
H1-H12 ........................................................................................................................................ 215
Hair Stylists.................................................................................................................................. 251
Hallucinations.when..................................................................................................................... 228
HALLUCINOGENS ...................................................................................................................... 192
Hash Houses ............................................................................................................................... 251
Have.by........................................................................................................................................ 217
Have/had ..................................................................................................................................... 215
He/she ........................................................................................................................................... 52
Healthcare ............................................................................................................................. 11, 156
Heat Treaters............................................................................................................................... 251
Help Menu ................................................................................................................................... 145
HEROIN....................................................................................................................................... 192
HEW .............................................................................................................................................. 52
Hey ...................................................................................................................................... 207, 228
High volume/high ......................................................................................................................... 117
Higher Executives........................................................................................................................ 251
Him/her .................................................................................................................. 52, 172, 179, 192
HIPAA ...................................................................................................................................... 5, 148
His/her ................................................................................... 52, 168, 172, 192, 215, 217, 228, 237
284
care .......................................................................................................................................... 172
seeing......................................................................................................................................... 52
Hit .................................................................................................................................................. 15
F1 ............................................................................................................................................... 15
HIV ................................................................................................................................. 52, 164, 172
HIV/AIDS ....................................................................................................................................... 52
including ..................................................................................................................................... 52
Hog Carriers ................................................................................................................................ 251
Hollingshead ................................................................................................................................ 179
HOLLINGSHEAD CLASSIFICATIONS ........................................................................................... 4
Hollingshead Occupational Scale................................................................................................ 251
Home ............................................................................................................................................. 29
Home Appliances......................................................................................................................... 251
Homepage ................................................................................................................................... 119
Horticulturists ............................................................................................................................... 251
Hospital Aides.............................................................................................................................. 251
Hospital Workers ......................................................................................................................... 251
Hospital.any ................................................................................................................................. 169
Hospitalization ............................................................................................................. 164, 172, 192
Hrs/week........................................................................................................................................ 38
Husband/wife ............................................................................................................................... 217
I
I.e ............................................................................................... 5, 52, 157, 159, 172, 179, 207, 228
I.e.
.a 217
ID ..................................................................................................... 5, 14, 33, 47, 52, 122, 145, 148
IF YOU DO NOT AGREE TO THESE TERMS ............................................................................... 5
IgetNet ......................................................................................................................................... 119
II 4
III 4, 179
IIS .................................................................................................................................................... 5
Illegal/unauthorized ......................................................................................................................... 5
Impending .................................................................................................................................... 192
DTs........................................................................................................................................... 192
IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR....................................... 5
PARTICULAR PURPOSE............................................................................................................ 5
IMPORTANT........................................................................................................................ 217, 228
Important Things.......................................................................................................................... 145
Remember When Using AccuCare.......................................................................................... 145
IMPORTANT TIPS AND FAQS ....................................................................................................... 4
IMPORTANT--THIS AGREEMENT FORMS ................................................................................... 5
PART OF THE TRANSACTION SERVICE AGREMEENT AND MUST BE ACCEPTED
BEFORE YOU .......................................................................................................................... 5
IN ANY CASE .................................................................................................................................. 5
IN NO EVENT SHALL ORION BE LIABLE FOR ANY DAMAGES WHATSOEVER ...................... 5
IN THAT EVENT.............................................................................................................................. 5
Inc .............................................................................................................................................. 5, 11
Include NA ................................................................................................................................... 192
Including .............................................................................................................. 5, 47, 52, 119, 179
AccuCare ................................................................................................................................. 119
HIV/AIDS.................................................................................................................................... 52
under-the-table......................................................................................................................... 179
Incoming ...................................................................................................................................... 119
email......................................................................................................................................... 119
Incompatibility .................................................................................................................................. 5
285
Inconsistencies ............................................................................................................................ 161
watch........................................................................................................................................ 161
Incorporate..................................................................................................................................... 33
ASI ............................................................................................................................................. 33
Increase ......................................................................................................................................... 52
safety/comfort............................................................................................................................. 52
Increments ..................................................................................................................................... 95
60 ............................................................................................................................................... 95
Index ............................................................................................................................................ 145
INDIRECT........................................................................................................................................ 5
Individual........................................................................................................................................ 74
Select ......................................................................................................................................... 74
Industries ..................................................................................................................................... 251
Influence ...................................................................................................................................... 156
Driving Under ........................................................................................................................... 156
Information Bar ............................................................................................................................ 137
INHALANTS................................................................................................................................. 192
Initial Contact ................................................................................................................................. 11
Initials..................................................................................................................................... 98, 148
Initiation Ceremonies ................................................................................................................... 237
Inpatient/outpatient ...................................................................................................................... 148
In-patient/out-patient...................................................................................................................... 98
IN-PROG OUT-PROG ................................................................................................................... 52
In-Program..................................................................................................................................... 52
Inservice ...................................................................................................................................... 167
part ........................................................................................................................................... 167
Install ....................................................................................................................................... 5, 119
malware.................................................................................................................................... 119
INSTEAD ......................................................................................................................................... 5
Institute ........................................................................................................................................ 251
Music ........................................................................................................................................ 251
Insubordination ............................................................................................................................ 207
Insurance Agents......................................................................................................................... 251
Intent/ Key Points......................................................................................................................... 237
Intent/key ............................................................................................................................. 168, 169
Intent/Key Points.......................................................... 169, 172, 179, 192, 207, 215, 217, 228, 237
Interior Decorators ....................................................................................................................... 251
Internal Revenue Agents ............................................................................................................. 251
Internal Revenue Directors.......................................................................................................... 251
Internet............................................................................................................................... 5, 13, 119
Internet Connection ......................................................................................................................... 5
Internet Explorer .................................................................................................. 5, 14, 93, 119, 145
corner ....................................................................................................................................... 119
exiting......................................................................................................................................... 93
Internet Explorer icon .................................................................................................................. 122
Internet Explorer menu bar.......................................................................................................... 145
Internet Explorer toolbar .............................................................................................................. 145
use ........................................................................................................................................... 145
Internet Information Services........................................................................................................... 5
Interpretations.............................................................................................................................. 192
Interview ................................................................................................................................ 52, 161
Beginning ................................................................................................................................... 52
Tips .......................................................................................................................................... 161
Interview Format .......................................................................................................................... 164
Interview Process .................................................................................................................. 52, 161
286
Interview Process Utilizing AccuCare.......................................................................................... 157
Interviewer ........................................................................................................................... 164, 237
Interviewer Severity Rating.................................................................................................. 228, 237
Interviewer/diagnosticians ........................................................................................................... 157
Interviewer’s................................................................................................................................... 38
INTERVIEWING .............................................................................................................................. 4
Intoxicated Clients ....................................................................................................................... 161
Intoxication................................................................................................................................... 192
Alcohol ..................................................................................................................................... 192
Introducing ............................................................................................................................. 11, 172
AccuCare ................................................................................................................................... 11
Client Rating Scale .................................................................................................................. 172
Introduction ................................................................................................................................ 4, 11
Accucare .................................................................................................................................... 11
INTRVIE.XLS Psychological Status .............................................................................................. 95
Involving....................................................................................................................................... 109
Client In The Treatment Services Review ............................................................................... 109
The Client In The Research Study........................................................................................... 109
IQ ................................................................................................................................................... 52
Issues .................................................................. 168, 169, 172, 179, 192, 207, 215, 217, 228, 237
Coding.............................................................. 168, 169, 172, 179, 192, 207, 215, 217, 228, 237
IT 11
It.or............................................................................................................................................... 192
snorting .................................................................................................................................... 192
It’s .................................................................................................................................................. 11
ITEM ............................................................................................................ 179, 192, 207, 217, 228
Item 10......................................................................................................................................... 237
Item 13......................................................................................................................................... 192
Item 15................................................................................................................................. 228, 237
Item 20......................................................................................................................... 192, 207, 237
Y 237
Item 22......................................................................................................................................... 192
Item 23......................................................................................................................................... 237
Y 237
ITEM DESCRIPTION .................................................................................................................. 172
Item T10....................................................................................................................................... 237
Item T11....................................................................................................................................... 237
Item T12....................................................................................................................................... 237
Items 6A....................................................................................................................................... 217
IV 4, 156, 192
IV INJECTION ............................................................................................................................. 192
I've ............................................................................................................................................... 172
J
Jail.or ........................................................................................................................................... 169
like............................................................................................................................................ 169
Janitors
Sweepers ................................................................................................................................. 251
JCAHO ORYX ............................................................................................................................... 11
Jehovah's Witness....................................................................................................................... 169
Jeopardy.for................................................................................................................................. 217
Job—not ...................................................................................................................................... 179
preparing .................................................................................................................................. 179
287
K
Know...................................................................................................................................... 98, 109
user’s.......................................................................................................................................... 98
L
L1 ................................................................................................................................................. 207
L17 ............................................................................................................................................... 207
L18 ............................................................................................................................................... 207
L18-L20........................................................................................................................................ 207
L19 ............................................................................................................................................... 207
L1-L2............................................................................................................................................ 207
L2 ................................................................................................................................................. 207
L20 ............................................................................................................................................... 207
L21 ............................................................................................................................................... 207
L21-L23........................................................................................................................................ 207
L22 ............................................................................................................................................... 207
L23 ............................................................................................................................................... 207
L24 ............................................................................................................................................... 207
L24-L25........................................................................................................................................ 207
L25 ............................................................................................................................................... 207
L26 ............................................................................................................................................... 207
L27 ............................................................................................................................................... 207
L28 ............................................................................................................................................... 207
L28-L29........................................................................................................................................ 207
L29 ............................................................................................................................................... 207
L30 ............................................................................................................................................... 207
L3-L14.......................................................................................................................................... 207
L3-L16.......................................................................................................................................... 207
LAAM ............................................................................................................................................. 52
Labor Relations Consultants ....................................................................................................... 251
Laboratory Assistants .................................................................................................................. 251
Laboratory Technicians ............................................................................................................... 251
Landscape-Trained...................................................................................................................... 251
Language..................................................................................................................................... 237
Large Business ............................................................................................................................ 251
Large Concerns ........................................................................................................................... 251
Proprietors................................................................................................................................ 251
Large Proprietors ......................................................................................................................... 251
Last .............................................................................................................................................. 109
Last Date To Add New Client ...................................................................................................... 109
Last Hospitalization ..................................................................................................................... 172
Last Name ................................................................................................................... 29, 33, 47, 84
Later--eight .................................................................................................................................. 109
Laundry Workers ......................................................................................................................... 251
Lavasoft’s..................................................................................................................................... 119
Learn............................................................................................................................................ 237
American Indian/Alaskan Native .............................................................................................. 237
American Indian/Alaskan Native teachings? ........................................................................... 237
Legal .............................................................................................................................................. 78
Legal Problems.............................................................................................................................. 52
Legal Section ............................................................................................................................... 207
part ........................................................................................................................................... 207
Legal Status................................................................................................................. 164, 179, 207
Legal Status item 19.................................................................................................................... 207
Legal Status Severity Rating ....................................................................................................... 207
288
LEGAL.XLS Legal Status .............................................................................................................. 95
Lesser Professionals ................................................................................................................... 251
Level .......................................................................................................................... 38, 52, 98, 148
Care ........................................................................................................................................... 38
Care Recommendation .............................................................................................................. 38
Client Record ..................................................................................................................... 98, 148
misrepresentation....................................................................................................................... 52
Level 0.5 Education ....................................................................................................................... 38
Level 0.5-Education ....................................................................................................................... 38
Level II Intensive outpatient/partial hospitalization ........................................................................ 38
Level III Medically .......................................................................................................................... 38
Level III-Medically .......................................................................................................................... 38
Level II-Intensive outpatient/partial hospitalization........................................................................ 38
Level I-Outpatient .......................................................................................................................... 38
Level IV Medically.......................................................................................................................... 38
Level IV-Medically.......................................................................................................................... 38
Librium ........................................................................................................................................... 52
License AccuCare Self-hosted SQL Version................................................................................... 5
Permitted Use/Grant .................................................................................................................... 5
License AccuCare Web ................................................................................................................... 5
Permitted Use/Grant .................................................................................................................... 5
Licenses........................................................................................................................................... 5
Life.ever ....................................................................................................................................... 217
Lifetime ........................................................................................................................ 192, 217, 228
Lifetime Hospitalizations ...................................................................................................... 172, 228
Lifetime Problems ........................................................................................................................ 217
Lifetime Symptoms ...................................................................................................................... 228
Lifetime Treatment....................................................................................................................... 192
Like ........................................................................................................................ 98, 148, 169, 207
deny/allow .......................................................................................................................... 98, 148
drug/alcohol.............................................................................................................................. 207
jail.or......................................................................................................................................... 169
Limited Warranty.............................................................................................................................. 5
Linoleum Layers .......................................................................................................................... 251
Linotype Operators ...................................................................................................................... 251
Little Business.............................................................................................................................. 251
Owners..................................................................................................................................... 251
Living ........................................................................................................................................... 217
Local Government Offices ........................................................................................................... 251
Locate/View ................................................................................................................................. 109
Locomotive Engineers ................................................................................................................. 251
Loneliness/boredom ...................................................................................................................... 52
Longest Full-time Job .................................................................................................................. 179
Loom Fixers ................................................................................................................................. 251
LOSS OF BUSINESS INFORMATION............................................................................................ 5
Lot Attendants.............................................................................................................................. 251
Parking ..................................................................................................................................... 251
Low-Level Admin ................................................................................................................... 98, 148
Low-Level Admin Each............................................................................................................. 148
Lumber Dealers ........................................................................................................................... 251
M
M1 ................................................................................................................................................ 172
M2 ................................................................................................................................................ 172
M3 ................................................................................................................................................ 172
289
M4 ................................................................................................................................................ 172
M5 ................................................................................................................................................ 172
M6 ................................................................................................................................................ 172
M7 ................................................................................................................................................ 172
M7-M8.......................................................................................................................................... 172
M8 ................................................................................................................................................ 172
M9 ................................................................................................................................................ 172
Machine Operators ...................................................................................................................... 251
Machinery Brokerage .................................................................................................................. 251
Main Menu ............................................................................................. 15, 33, 74, 80, 98, 123, 148
From ........................................................................................................................................... 74
Getting........................................................................................................................................ 15
Return .................................................................................................................... 33, 80, 98, 148
Main TEDS menu .......................................................................................................................... 82
Return ........................................................................................................................................ 82
Maintenance Forepersons........................................................................................................... 251
Maintenance Medication................................................................................................................ 52
Maintenance Persons .................................................................................................................. 251
Major Charges ............................................................................................................................. 207
Major Professionals ..................................................................................................................... 251
Males ............................................................................................................................................. 95
Malware ....................................................................................................................................... 119
contains.................................................................................................................................... 119
installing ................................................................................................................................... 119
Manage Permissions ............................................................................................................. 98, 148
Selecting ............................................................................................................................ 98, 148
Manage Permissions’ .................................................................................................................. 148
Management Information System................................................................................................ 156
Manager Reports ............................................................................................................... 78, 84, 95
Manager Reports/Composite Score Report ................................................................................ 109
Managers..................................................................................................................................... 251
Purchasing ............................................................................................................................... 251
Manufacturers' Representatives .................................................................................................. 251
March 2005.................................................................................................................................... 79
Marital .......................................................................................................................................... 217
Marital Status................................................................................................................... 29, 33, 217
Mate ............................................................................................................................................. 179
Family....................................................................................................................................... 179
Mayor ........................................................................................................................................... 251
MB RAM ...................................................................................................................................... 117
Meat Cutters ................................................................................................................................ 251
Medicaid ...................................................................................................................................... 179
Medical ........................................................................................................................................ 192
check........................................................................................................................................ 192
Medical Problems .......................................................................................................................... 52
Medical Section ........................................................................................................................... 228
Medical Stabilization ...................................................................................................................... 38
Medical Status ..................................................................................................................... 164, 172
Medical Status item ............................................................................................................. 172, 192
Medical Status Severity Rating.................................................................................................... 172
MEDICAL.XLS Medical ................................................................................................................. 95
Medicine Man .............................................................................................................................. 237
Medium-Sized Business .............................................................................................................. 251
Proprietors................................................................................................................................ 251
Member/spouse ........................................................................................................................... 217
Mental Health Stat Program Survey .............................................................................................. 84
290
Mental Health Statistics Improvement Program ............................................................................ 84
Mentioned.or........................................................................................................................ 192, 217
Meter Readers ............................................................................................................................. 251
Methadone................................................................................................................................... 192
taking........................................................................................................................................ 192
Methamphetamine ....................................................................................................................... 164
Method Statements ....................................................................................................................... 47
Methods ......................................................................................................................................... 74
MHSHIP Survey............................................................................................................................. 79
MHSIP ........................................................................................................................................... 84
MHSIP Consumer Survey ............................................................................................................. 84
MHSIP online................................................................................................................................. 84
MHSIPS Survey............................................................................................................................. 84
copy............................................................................................................................................ 84
delete ......................................................................................................................................... 84
Edit ............................................................................................................................................. 84
form ............................................................................................................................................ 84
Microsoft SQL 7.02 ...................................................................................................................... 117
Microsoft SQL Server ...................................................................................................................... 5
Microsoft SQL Server 2000 ............................................................................................................. 5
Microsoft SQL Server Licensing Requirements .......................................................................... 117
Microsoft Word............................................................................................................................. 137
Microsoft’s.................................................................................................................................... 119
Middle Name.................................................................................................................................. 33
Military Services........................................................................................................................... 251
Minimum Hardware Requirements .............................................................................................. 117
Minimum Requirements............................................................................................................... 117
Minimum System Requirements...................................................................................................... 5
AccuCare Web ............................................................................................................................. 5
Future Software Product Upgrades/Updates............................................................................... 5
respect ......................................................................................................................................... 5
Minor Professionals ..................................................................................................................... 251
MIP .............................................................................................................................................. 156
MIS .............................................................................................................................................. 156
Misrepresentation .................................................................................................................. 52, 164
level ............................................................................................................................................ 52
Mission School............................................................................................................................. 237
Misunderstandings ........................................................................................................................ 52
Mobile ............................................................................................................................................ 29
Model Makers .............................................................................................................................. 251
Model’s .......................................................................................................................................... 38
Moderate.............................................................................................. 172, 179, 192, 207, 217, 228
Modify .......................................................................................................... 33, 38, 80, 98, 148, 164
ASI ........................................................................................................................................... 164
Existing Assessment.................................................................................................................. 33
Existing Supplement .................................................................................................................. 80
Problem...................................................................................................................................... 38
Provider ID ......................................................................................................................... 98, 148
Steps .......................................................................................................................................... 38
Users.................................................................................................................................. 98, 148
Modify Assessment button ............................................................................................................ 33
select.......................................................................................................................................... 33
Modify Discharge ........................................................................................................................... 82
Modify Follow-up.............................................................................................................. 78, 82, 109
Modify Note.................................................................................................................................... 74
291
choose........................................................................................................................................ 74
Modify Problem List ....................................................................................................................... 38
Modify Review ......................................................................................................................... 38, 47
Modify Selected Group ................................................................................................................ 105
Modify Selected Group button ..................................................................................................... 123
Modify Supplement button............................................................................................................. 80
select.......................................................................................................................................... 80
Modify Treatment Plan .................................................................................................................. 47
Modify TSR .................................................................................................................................. 109
Mother/father's ............................................................................................................................. 215
Mother’s Tribal Affiliation ............................................................................................................. 237
Motor Vehicle Under .................................................................................................................... 156
Operating ................................................................................................................................. 156
Moving Around......................................................................................................................... 14, 33
Tips ...................................................................................................................................... 14, 33
Mr................................................................................. 169, 172, 179, 192, 207, 215, 217, 228, 237
Multiple Admissions ....................................................................................................................... 82
Multiple Substances .................................................................................................................... 192
Multiple Surveys ............................................................................................................................ 84
Multivitamins .................................................................................................................................. 52
Music ........................................................................................................................................... 251
Institute..................................................................................................................................... 251
My ................................................................................................................................................ 179
My Mail Signature ........................................................................................................................ 119
My Mail Stamp ............................................................................................................................. 119
My Mail Stationery ....................................................................................................................... 119
MyAccucare.com ............................................................................................................................. 5
N
N 33, 172, 179, 207, 237
NA .......................................................................................................................................... 52, 192
Naltrexone ............................................................................................................................. 52, 192
Name
Ssn ........................................................................................................................................... 109
Name - Please ............................................................................................................................... 52
Narcotics Anonymous.................................................................................................................... 52
Naritive Report............................................................................................................................. 137
Saving ...................................................................................................................................... 137
Narrative ........................................................................................................................................ 33
Narrative Report ............................................................................................................................ 33
NASAL ......................................................................................................................................... 192
National Concerns ....................................................................................................................... 251
National Institute on Drug Abuse................................................................................................. 157
National Technical Information Service ....................................................................................... 157
Native American ............................................................................................................................ 11
Native Name ................................................................................................................................ 237
Navy............................................................................................................................................. 251
NE 68102......................................................................................................................................... 5
Nebraska ......................................................................................................................................... 5
State............................................................................................................................................. 5
Need .............................................................................................................................................. 11
resubmission .............................................................................................................................. 11
Network Administrator ................................................................................................................. 117
NEVER ........................................................................................................................................ 145
New.............................................................................................................................................. 115
New Analysis ................................................................................................................................. 38
292
Start............................................................................................................................................ 38
New Assessment ........................................................................................................................... 33
New Client ......................................................................................................................... 29, 33, 47
Assess........................................................................................................................................ 33
New Client button .......................................................................................................................... 29
New Follow-up ....................................................................................................................... 78, 109
choosing................................................................................................................................... 109
New Query..................................................................................................................................... 79
New Supplement ........................................................................................................................... 80
Perform ...................................................................................................................................... 80
New Supplement button ................................................................................................................ 80
Clicking....................................................................................................................................... 80
New Survey ................................................................................................................................... 84
New Treatment Plan ...................................................................................................................... 47
New TSR ..................................................................................................................................... 109
Next ................................................................................................................................. 79, 84, 109
Next button .................................................................................................................................... 79
Next Obj......................................................................................................................................... 47
Next Plan ....................................................................................................................................... 47
NIAAA ............................................................................................................................................ 52
NIDA .............................................................................................................................................. 33
Non-confrontational ..................................................................................................................... 168
None’ ........................................................................................................................................... 237
NON-IV INJECTION .................................................................................................................... 192
Non-modification.............................................................................................................................. 5
Nonprescribed ............................................................................................................................. 217
form .......................................................................................................................................... 217
Non-prescription ............................................................................................................................ 52
Non-problematic .......................................................................................................................... 172
Non-transferable .............................................................................................................................. 5
Normative Data............................................................................................................................ 160
Not Applicable.............................................................................................................................. 179
NOT.how...................................................................................................................................... 192
NOTE....................................................................................................... 52, 95, 137, 192, 207, 217
Clear........................................................................................................................................... 74
Select ......................................................................................................................................... 74
Notepad ......................................................................................................................................... 79
Notification Of Follow-Ups Due ................................................................................................... 109
Notify If Past Due......................................................................................................................... 109
Nterviewer...................................................................................................................................... 52
Num Lock....................................................................................................................................... 33
Number .......................................................................................................................... 94, 172, 192
days.not.................................................................................................................................... 172
DTs/overdoses ......................................................................................................................... 192
Signature Lines .......................................................................................................................... 94
O
Objective Statements .................................................................................................................... 47
Objectives ...................................................................................................................................... 74
Occupation................................................................................................................................... 251
ODs.............................................................................................................................................. 192
Office Managers .......................................................................................................................... 251
Officer.or ...................................................................................................................................... 207
OK.................................................................................................... 33, 47, 74, 80, 94, 95, 108, 109
choosing............................................................................................................................... 33, 80
OK button............................................................................................................... 33, 108, 131, 145
293
choose...................................................................................................................................... 108
clicking ....................................................................................................................................... 33
Omaha ............................................................................................................................................. 5
Omission...................................................................................................................................... 164
Questions ................................................................................................................................. 164
OMVUI ......................................................................................................................................... 156
Online ........................................................................................................................................ 5, 11
On-line Manual ............................................................................................................................ 117
Only.not ....................................................................................................................................... 207
Only’............................................................................................................................................. 119
On-screen Help.............................................................................................................................. 15
OPEN............................................................................................................................................. 95
Open Assessment ................................................................................................................... 33, 47
corner ......................................................................................................................................... 33
entering ...................................................................................................................................... 33
Open Patient Placement................................................................................................................ 38
Open Supplement.......................................................................................................................... 80
access ........................................................................................................................................ 80
corner ......................................................................................................................................... 80
Open Treatment Plan .............................................................................................................. 33, 47
continue...................................................................................................................................... 47
entering ...................................................................................................................................... 47
Open’ ........................................................................................................................................... 137
Opened .......................................................................................................................................... 95
Operating ................................................................................................................................. 5, 156
Motor Vehicle Under ................................................................................................................ 156
System ......................................................................................................................................... 5
Operating While Intoxicated ........................................................................................................ 156
OR Clients .................................................................................................................................... 84
OR ANY OTHER PECUNIARY LOSS............................................................................................. 5
Or Excel Spreadsheet ................................................................................................................. 109
OR Setup ............................................................................................................................... 78, 109
ORAL ........................................................................................................................................... 192
Oral Hygienists ............................................................................................................................ 251
Orion .................................................................................................................................. 5, 98, 148
President ...................................................................................................................................... 5
send ............................................................................................................................................. 5
use ............................................................................................................................................... 5
ORION DISCLAIMS ALL OTHER WARRANTIES .......................................................................... 5
ORION DOES NOT WARRANT THAT THE SOFTWARE PRODUCT WILL MEET YOUR
PARTICULAR REQUIREMENTS OR THAT ITS OPERATION WILL BE ERROR FR ............... 5
Orion Healthcare Technology.................................................................... 5, 11, 108, 109, 116, 119
favor ............................................................................................................................................. 5
Orion’s ............................................................................................................................................. 5
accessing ..................................................................................................................................... 5
ORION’S ENTIRE LIABILITY UNDER ANY PROVISION OF THIS AGREEMENT SHALL BE
LIMITED TO THE AMOUNT ACTUALLY PAID BY YOU FOR THE SOF................................... 5
OTHER OPIATES/ANLAGES ..................................................................................................... 192
OTHER SED/HYP/TRANQ.......................................................................................................... 192
Other Services Addendum ............................................................................................................ 52
TSR ............................................................................................................................................ 52
Other’ ........................................................................................................................................... 237
Outcome Research...................................................................................................................... 109
Outcome Research Module........................................................................................................... 95
part ............................................................................................................................................. 95
Out-of-treatment .......................................................................................................................... 160
294
Outpatient ...................................................................................................................................... 38
Outpatient alcohol/drug ............................................................................................................... 192
Out-Program .................................................................................................................................. 52
Output Selected Fields .................................................................................................................. 95
Output To File ................................................................................................................................ 95
Outputting .................................................................................................................................... 109
The Treatment Services Review.............................................................................................. 109
Overinterpret................................................................................................................................ 228
OWI.............................................................................................................................................. 156
Owners ........................................................................................................................................ 251
Advertising ............................................................................................................................... 251
Little Business .......................................................................................................................... 251
P
P1 ................................................................................................................................................ 228
P10 .............................................................................................................................................. 228
P11 .............................................................................................................................................. 228
P12 .............................................................................................................................................. 228
P12-P13....................................................................................................................................... 228
P13 .............................................................................................................................................. 228
P14-P19....................................................................................................................................... 228
P2 ................................................................................................................................................ 228
P20 .............................................................................................................................................. 228
P3 ................................................................................................................................................ 228
P3-P4........................................................................................................................................... 228
P4 ................................................................................................................................................ 228
P5 ................................................................................................................................................ 228
P5-P6........................................................................................................................................... 228
P6 ................................................................................................................................................ 228
P7 ................................................................................................................................................ 228
P7-P9........................................................................................................................................... 228
P8 ................................................................................................................................................ 228
P9 ................................................................................................................................................ 228
Package Store ............................................................................................................................. 251
Packers........................................................................................................................................ 251
Page .............................................................................................................................................. 84
Page Setup .................................................................................................................................. 145
Page2 ............................................................................................................................................ 84
Paint Sprayers ............................................................................................................................. 251
Painting........................................................................................................................................ 251
Contracting............................................................................................................................... 251
Pancreatitis .................................................................................................................................. 172
Paper Rolling Machine Operators ............................................................................................... 251
Parameters Of ............................................................................................................................. 109
Changing.................................................................................................................................. 109
Parking......................................................................................................................................... 251
Lot Attendants .......................................................................................................................... 251
Parole/probation ............................................................................................................................ 52
Part .......................................................................................................... 38, 95, 164, 167, 207, 237
ASI ........................................................................................................................................... 164
client’s ................................................................................................................................ 38, 237
inservice ................................................................................................................................... 167
Legal Section ........................................................................................................................... 207
Outcome Research Module ....................................................................................................... 95
PART OF THE TRANSACTION SERVICE AGREMEENT AND MUST BE ACCEPTED BEFORE
YOU ............................................................................................................................................. 5
295
IMPORTANT--THIS AGREEMENT FORMS ............................................................................... 5
PARTICULAR PURPOSE ............................................................................................................... 5
IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR ................................... 5
Passenger Agents ....................................................................................................................... 251
Password ......................................................................................................................... 15, 98, 148
Past 30 Days ............................................................................................................... 192, 217, 228
Past Due TSR's Only................................................................................................................... 109
Past-30-day ................................................................................................................................. 164
Patient Placement.......................................................................................................................... 38
Patient Placement Report.............................................................................................................. 38
review......................................................................................................................................... 38
send ........................................................................................................................................... 38
Patient Symptoms........................................................................................................................ 228
Pay....................................................................................................................................... 179, 207
fine.were................................................................................................................................... 207
under-the-table......................................................................................................................... 179
PBX.............................................................................................................................................. 251
PCP ............................................................................................................................................. 164
Pennsylvania ................................................................................................................................. 33
University ................................................................................................................................... 33
Pension
Benefits .................................................................................................................................... 179
Perform .................................................................................................................................... 33, 80
Additional Assessment............................................................................................................... 33
Additional Supplement ............................................................................................................... 80
New Supplement........................................................................................................................ 80
Performance-based ....................................................................................................................... 52
Permitted Use/Grant ........................................................................................................................ 5
License AccuCare Self-hosted SQL Version ............................................................................... 5
License AccuCare Web ............................................................................................................... 5
Personal......................................................................................................................................... 74
Personal Tradition........................................................................................................................ 237
Personal/private........................................................................................................................... 119
Personnel Managers ................................................................................................................... 251
Philadelphia Veterans Administration............................................................................................ 33
Phone Number............................................................................................................................... 33
Photostat Machine Operators...................................................................................................... 251
Physical/medical .......................................................................................................................... 172
Physiotherapists .......................................................................................................................... 251
Piano Builders.............................................................................................................................. 251
Piano Teachers............................................................................................................................ 251
Piano Tuners ............................................................................................................................... 251
PID ................................................................................................................................................. 79
PID Data Query ............................................................................................................................. 79
Place Of Treatment ..................................................................................................................... 109
Placement Analysis ................................................................................................................. 38, 79
Placement Domains ...................................................................................................................... 38
Placement System......................................................................................................................... 38
Planning—it ................................................................................................................................. 169
Platform Persons ......................................................................................................................... 251
Please............................................................................................................................................ 52
Please Note ................................................................................................................................... 52
PNL2A ......................................................................................................................................... 148
User ID ..................................................................................................................................... 148
Point..................................................................................................... 172, 179, 192, 207, 217, 228
3-point .............................................................................................. 172, 179, 192, 207, 217, 228
296
Police Chiefs................................................................................................................................ 251
POLYDRUG................................................................................................................................. 192
Pool Rooms ................................................................................................................................. 251
PopSwatter .................................................................................................................................. 119
Possession .................................................................................................................................. 156
Post Office Clerks ........................................................................................................................ 251
Postal Carriers ............................................................................................................................. 251
Poultry Business Owners ............................................................................................................ 251
Poultry Production ....................................................................................................................... 251
Practical Nurses........................................................................................................................... 251
Pre-age-18................................................................................................................................... 207
Prefill .............................................................................................................................................. 29
Preparing ..................................................................................................................................... 179
job—not.................................................................................................................................... 179
Prescribed Medication ................................................................................................................. 172
President.................................................................................................................................. 5, 251
Orion ............................................................................................................................................ 5
Pressers
Clothing .................................................................................................................................... 251
Pressing........................................................................................................................... 14, 38, 145
F2 ............................................................................................................................................. 145
Select button .............................................................................................................................. 38
Shift ............................................................................................................................................ 14
Preview button ....................................................................................................................... 80, 131
Preview Problem List ..................................................................................................................... 38
Preview Report .................................................................................................................. 38, 47, 82
Preview Supplement Reports ........................................................................................................ 80
Preview Survey.............................................................................................................................. 84
Preview TSR................................................................................................................................ 109
Preview/print ................................................................................................................................ 109
Print .......................................................................................................................................... 109
Previewed ........................................................................................................ 33, 74, 78, 79, 94, 95
Print Agreement........................................................................................................................... 109
Print Assessment Reports ............................................................................................................. 33
Print button ...................................................................................................................... 33, 80, 131
Client Reports .......................................................................................................................... 131
Select ................................................................................................................................... 33, 80
Print Problem List .......................................................................................................................... 38
Print Progress Notes ..................................................................................................................... 74
Print Report.................................................................................................................. 33, 38, 47, 82
Steps .......................................................................................................................................... 33
Print Supplement Reports ............................................................................................................. 80
Print Survey ................................................................................................................................... 84
Print To Text File ......................................................................................................................... 109
Print TSR ..................................................................................................................................... 109
Printed ............................................................................... 29, 38, 74, 78, 79, 80, 95, 109, 137, 145
Analysis...................................................................................................................................... 38
Continued Stay Report............................................................................................................... 38
preview/print............................................................................................................................. 109
Questions/Answers Report ........................................................................................................ 80
Text File’ button........................................................................................................................ 137
Web.......................................................................................................................................... 145
Printing AccuCare Reports ............................................................................................................ 94
Steps .......................................................................................................................................... 94
Printing Narative Reports ............................................................................................................ 131
Prior Obj......................................................................................................................................... 47
297
Prior Plan ....................................................................................................................................... 47
Prison.did..................................................................................................................................... 207
Private Secretaries ...................................................................................................................... 251
Probation/parole .......................................................................................................................... 164
Problem List................................................................................................................................... 38
access ........................................................................................................................................ 38
Add Continued Stay Assessment Indicators.............................................................................. 38
Problem List Review ...................................................................................................................... 38
Problem Statements ...................................................................................................................... 47
Problem/uses............................................................................................................................... 217
Problems.................................................................................................................................. 38, 74
Modify......................................................................................................................................... 38
Problems.1................................................................................................................................... 159
Problems.anything ....................................................................................................................... 172
Problems.such ..................................................................................................................... 192, 207
Problems/drug ............................................................................................................................. 192
Problems/patients .......................................................................................................................... 52
Proceed ................................................................................................................................. 38, 109
AccuCare Main Menu .............................................................................................................. 109
Client Locator Information Questionnaire ................................................................................ 109
Step ............................................................................................................................................ 38
Production Managers .................................................................................................................. 251
Professional ................................................................................................................................. 117
Professionally Trained ................................................................................................................. 251
Program Definition ......................................................................................................................... 52
Program-specific.......................................................................................................................... 164
Progress Notes .......................................................................................... 15, 74, 79, 105, 123, 148
Add ............................................................................................................................................. 74
Delete......................................................................................................................................... 74
PROMPTLYCONTACT ORION FOR INSTRUCTIONS.................................................................. 5
Proprietors ................................................................................................................................... 251
Large Concerns........................................................................................................................ 251
Medium-Sized Business .......................................................................................................... 251
Small Independent Business ................................................................................................... 251
Provider ................................................................................................................................. 98, 148
Users.................................................................................................................................. 98, 148
Provider Administration ......................................................................................................... 98, 148
Provider B .................................................................................................................................... 148
Provider ID............................................................................................................................. 98, 148
creating .............................................................................................................................. 98, 148
modify................................................................................................................................. 98, 148
Provider Name....................................................................................................................... 98, 148
Provider Network ........................................................................................................................... 15
Provider Number.................................................................................................................... 98, 148
Providers This.............................................................................................................................. 98
Providers’..................................................................................................................................... 148
Psychiatric ....................................................................................................................... 52, 78, 192
Psychiatric Stabilization ................................................................................................................. 38
Psychiatric Status ........................................................................................................................ 228
Psychiatric/Emotional Problems .................................................................................................... 52
Psychiatric/psychological............................................................................................................... 52
Psychological/emotional ........................................................................................................ 52, 228
Public
Private ...................................................................................................................................... 251
Public Assistance......................................................................................................................... 179
Department .............................................................................................................................. 179
298
Public Relations ........................................................................................................................... 251
PULL DOWN MENUS ............................................................................................................... 4, 16
Pump Operators .......................................................................................................................... 251
Purchasing................................................................................................................................... 251
Agents ...................................................................................................................................... 251
Managers ................................................................................................................................. 251
Q
Q&A ............................................................................................................................................... 80
Query ............................................................................................................................................. 79
Query Type .................................................................................................................................... 79
Question And Answer Report ...................................................................................................... 109
Question/Answers Report.............................................................................................................. 94
Questionnaire .......................................................................................................................... 80, 84
allow ........................................................................................................................................... 84
Questionnaire Type ....................................................................................................................... 84
Questionnaire/Print TSR.............................................................................................................. 109
Questions................................................................................................................. 52, 80, 161, 164
ASI ........................................................................................................................................... 164
Asking ...................................................................................................................................... 161
General Notes ............................................................................................................................ 52
Omission .................................................................................................................................. 164
Questions And Answers .............................................................................................................. 109
Questions/Answer.......................................................................................................................... 33
Questions/Answers Report...................................................................................................... 33, 80
print ............................................................................................................................................ 80
Quit .............................................................................................................................................. 145
R
Race ........................................................................................................................................ 29, 95
Radio/TV Announcers ................................................................................................................. 251
Radio/TV Maintenance Persons.................................................................................................. 251
Radios.......................................................................................................................................... 251
Railroad Factory .......................................................................................................................... 251
Raised.......................................................................................................................................... 237
RAM ................................................................................................................................................. 5
Rate ....................................................................................................................................... 95, 237
Charges...................................................................................................................................... 95
client’s ...................................................................................................................................... 237
Read ............................................................................................................................................ 167
ASI ........................................................................................................................................... 167
Readministered.............................................................................................................................. 52
Ready .......................................................................................................................................... 167
Getting...................................................................................................................................... 167
Real Estate .................................................................................................................................. 251
Real Estate Brokers..................................................................................................................... 251
Reason .................................................................................................................................. 78, 217
dissatisfaction........................................................................................................................... 217
Termination ................................................................................................................................ 78
Receive........................................................................................................................................ 145
timeout ..................................................................................................................................... 145
Recent Employment Pattern........................................................................................................ 179
Recommendation....................................................................................................... 33, 38, 80, 117
Treatment............................................................................................................................. 33, 80
Treatment Motivation ................................................................................................................. 38
299
Recommended System Configuration............................................................................................. 5
Recommended System Requirements............................................................................................ 5
AccuCare Self-hosted SQL Version ............................................................................................ 5
Recontact him/her.......................................................................................................................... 52
Record ......................................................................................................................... 179, 192, 237
16 ............................................................................................................................................. 192
client’s ...................................................................................................................................... 237
Record ......................................................................................................................................... 237
Record LAAM .............................................................................................................................. 192
RECORDID.................................................................................................................................... 95
Recovery........................................................................................................................................ 38
Barriers....................................................................................................................................... 38
Reduce ................................................................................................ 172, 179, 192, 207, 217, 228
10-point ............................................................................................ 172, 179, 192, 207, 217, 228
Referral Letters ...................................................................................................................... 33, 108
Referring ...................................................................................................................................... 122
email......................................................................................................................................... 122
Regarding .................................................................................................................................... 164
self-sufficiency.......................................................................................................................... 164
Rehearse ..................................................................................................................................... 167
RELATION.XLS Family/Social Relationship Status ...................................................................... 95
Relatives ...................................................................................................................................... 217
Relief Recipient............................................................................................................................ 251
Religion.......................................................................................................................................... 95
Religion - Other.............................................................................................................................. 33
Religion/Religion............................................................................................................................ 29
Religious Preference ................................................................................................................... 169
Remember
AA .............................................................................................................................................. 52
NA .............................................................................................................................................. 52
Remember When Using AccuCare ............................................................................................. 145
Important Things ...................................................................................................................... 145
Remove ......................................................................................................................................... 47
Renewal Halfway House’....................................................................................................... 98, 148
Repairpersons ............................................................................................................................. 251
Repeat ......................................................................................................................................... 108
Report ...................................................................................................................... 82, 98, 106, 109
send ........................................................................................................................................... 82
TSRs .......................................................................................................................................... 98
Report button ................................................................................................................................. 74
select.......................................................................................................................................... 74
Report Heading............................................................................................................................ 108
editing....................................................................................................................................... 108
Representatives............................................................................................................................... 5
Research Agreement Setup ........................................................................................................ 109
Research Agreements ................................................................................................................... 79
Research Study ........................................................................................................................... 109
Reset ............................................................................................................................................. 38
Default........................................................................................................................................ 38
Respect............................................................................................................................................ 5
Response—that ........................................................................................................................... 161
Resubmission ................................................................................................................................ 11
need ........................................................................................................................................... 11
Result........................................................................................................................................... 228
drug/alcohol.............................................................................................................................. 228
300
Retain/maintain............................................................................................................................ 217
Return .................................................................................................. 33, 80, 82, 98, 109, 137, 148
AccuCare Main Menu ........................................................................................................ 33, 109
Client Reports .......................................................................................................................... 137
Main Menu ............................................................................................................. 33, 80, 98, 148
Main TEDS menu....................................................................................................................... 82
Review ........................................................................................................................................... 38
Patient Placement Report .......................................................................................................... 38
Review Date ................................................................................................................................ 109
select........................................................................................................................................ 109
RHH01’ .................................................................................................................................. 98, 148
Rich Text Format ......................................................................................................................... 137
Rights............................................................................................................................................... 5
Roadman ..................................................................................................................................... 237
RobT ............................................................................................................................................ 148
Roofer's Helpers .......................................................................................................................... 251
Roofing ........................................................................................................................................ 251
Contracting............................................................................................................................... 251
Rope Splicers .............................................................................................................................. 251
Route ........................................................................................................................................... 192
Administration .......................................................................................................................... 192
Route Managers .......................................................................................................................... 251
RTF.............................................................................................................................................. 137
Rubber Factory ............................................................................................................................ 251
Rug Business Owners ................................................................................................................. 251
S
S 5, 52, 192, 207, 228
Safety/comfort................................................................................................................................ 52
increase...................................................................................................................................... 52
Sales Clerks................................................................................................................................. 251
Sales Engineers........................................................................................................................... 251
Sales Managers........................................................................................................................... 251
Sales Representatives................................................................................................................. 251
Sales Workers ............................................................................................................................. 251
Salvage........................................................................................................................................ 251
Sample Plans................................................................................................................................. 47
group .......................................................................................................................................... 47
Sample Statements ....................................................................................................................... 47
Satellite ............................................................................................................................................ 5
Save......................................................................................... 29, 33, 47, 74, 79, 95, 109, 137, 148
Excel .......................................................................................................................................... 79
Fields.......................................................................................................................................... 95
Naritive Report ......................................................................................................................... 137
Text ............................................................................................................................................ 79
The Follow-Up Setup ............................................................................................................... 109
Save Agreement .......................................................................................................................... 109
Save Answer................................................................................................................................ 108
Save As ....................................................................................................................................... 137
Save As window .......................................................................................................................... 137
Save button.................................................................................................................................... 29
Save Changes ....................................................................................................................... 38, 109
Save Field List ............................................................................................................................... 95
Save Modified Group ................................................................................................................... 105
Save New Group ......................................................................................................................... 105
Save’ ...................................................................................................................................... 98, 148
301
Saved Query.................................................................................................................................. 79
Schedule...................................................................................................................................... 109
Schedule #2-Schedule ................................................................................................................ 109
Scheduled Follow-ups ........................................................................................................... 97, 109
Scheduled TSRs.................................................................................................................... 98, 109
School.......................................................................................................................................... 192
DWI .......................................................................................................................................... 192
Score ............................................................................................................................................. 78
Screen ........................................................................................................................................... 33
General Information ................................................................................................................... 33
Screenshot................................................................................................................................... 148
Search button ................................................................................................................................ 29
Search By .................................................................................................................................... 109
Searching................................................................................................................................. 33, 47
For ........................................................................................................................................ 33, 47
Seconds............................................................................................................................... 131, 164
AccuCare ................................................................................................................................. 131
Section................................................................................. 172, 179, 192, 207, 215, 217, 228, 237
Section Heads ............................................................................................................................. 251
Security Level .............................................................................................................................. 148
Sed/hyp/tranc............................................................................................................................... 192
See "Additional Indicators.............................................................................................................. 38
See "Appendix ............................................................................................................................... 33
See "Coding Issues ..................................................................................................................... 192
See Also--Locate/View ................................................................................................................ 109
See DWI ...................................................................................................................................... 156
Seeing.............................................................................................................................. 52, 98, 148
Clients ................................................................................................................................ 98, 148
his/her ........................................................................................................................................ 52
Select...............................................33, 38, 47, 74, 78, 79, 80, 84, 94, 98, 105, 109, 115, 123, 148
100 ........................................................................................................................................... 109
All Clients In Pool ..................................................................................................................... 109
clicking ..................................................................................................................................... 109
Clients Not Selected For Follow-Up......................................................................................... 109
Clients Randomly Selected For Follow-Up .............................................................................. 109
Court Report............................................................................................................................... 94
Data Entry Mode ........................................................................................................................ 33
Delete Key.................................................................................................................................. 74
Edit button .................................................................................................................................. 33
File menu ............................................................................................................................. 33, 84
Follow-up Group......................................................................................................................... 78
Group Facilitator....................................................................................................................... 123
Individual .................................................................................................................................... 74
Manage Permissions ......................................................................................................... 98, 148
Modify Assessment button......................................................................................................... 33
Modify Supplement button ......................................................................................................... 80
Note............................................................................................................................................ 74
Print button........................................................................................................................... 33, 80
Report button ............................................................................................................................. 74
Review Date............................................................................................................................. 109
Setup menu................................................................................................................ 98, 115, 148
Supplement ................................................................................................................................ 80
User Type........................................................................................................................... 98, 148
Select "Add ............................................................................................................................. 47, 82
Select "Add Category .................................................................................................................... 47
Select "Add Discharge................................................................................................................... 82
302
Select "Add Follow-up ................................................................................................................... 82
Select "Add Sub Category ............................................................................................................. 47
Select "Close ................................................................................................................................. 47
Select "Delete ................................................................................................................................ 82
Select "Get Latest Data ................................................................................................................. 95
Select "Limitations ......................................................................................................................... 47
Select "Modify................................................................................................................................ 82
Select "Modify Selected Group.................................................................................................... 105
Select "No .................................................................................................................................... 109
Select "Preview Report.................................................................................................................. 82
Select "Print ................................................................................................................................... 94
Select "Print Report ....................................................................................................................... 82
Select "Save .......................................................................................................................... 47, 109
Select "Strengths ........................................................................................................................... 47
Select "Use .................................................................................................................................... 95
Select "Yes .................................................................................................................................. 109
Select Active ................................................................................................................................ 109
Select Add Note............................................................................................................................. 74
Select All........................................................................................................................................ 38
Select button.................................................................................................................................. 38
press .......................................................................................................................................... 38
Select Client............................................................................................................................. 74, 94
Select Clients For Group ............................................................................................................. 109
Select Continued Stay Level ......................................................................................................... 38
Care Placement ......................................................................................................................... 38
Select Create Analysis .................................................................................................................. 38
Select Date Range ........................................................................................................................ 74
Select Domain ............................................................................................................................... 38
Select Final Level .......................................................................................................................... 38
Care ........................................................................................................................................... 38
Select Group.......................................................................................................................... 74, 109
Select Hours .................................................................................................................................. 38
Service ....................................................................................................................................... 38
Select Inactive ............................................................................................................................. 109
Select Indicators ............................................................................................................................ 38
Select Individual............................................................................................................................. 74
Select NO .................................................................................................................................... 109
Select Output Report ................................................................................................................... 109
Select Provider .............................................................................................................................. 15
Select Questionnaire Type .................................................................................. 33, 38, 78, 80, 109
Select Session Types .................................................................................................................... 74
Select Standard ........................................................................................................................... 109
Select Statements.......................................................................................................................... 74
Select Supplement Type ............................................................................................................... 80
Selected Query .............................................................................................................................. 79
Selecting Menu Items .................................................................................................................... 14
Tips ............................................................................................................................................ 14
Self................................................................................................................................................. 52
Self-administered......................................................................................................................... 164
asked........................................................................................................................................ 164
Self-assessment .......................................................................................................................... 157
Self-designated.............................................................................................................................. 15
Self-explanatory........................................................................................................................... 179
Self-expression ............................................................................................................................ 161
Self-hosted SQL Server Version ..................................................................................................... 5
Self-hosting...................................................................................................................................... 5
303
AccuCare ..................................................................................................................................... 5
Self-sufficiency..................................................................................................................... 157, 164
regarding .................................................................................................................................. 164
Semi-Skilled Employees .............................................................................................................. 251
Send .................................................................................................................................... 5, 38, 82
Orion ............................................................................................................................................ 5
Patient Placement Report .......................................................................................................... 38
Report ........................................................................................................................................ 82
Senior Clinician...................................................................................................................... 98, 148
Serax ............................................................................................................................................. 52
Serious Conflicts.......................................................................................................................... 217
Sertraline ....................................................................................................................................... 52
benzodiazepine .......................................................................................................................... 52
Server Based Systems ................................................................................................................ 117
AccuCare's Minimum Requirements........................................................................................ 117
Service Managers........................................................................................................................ 251
Service Pack.................................................................................................................... 5, 117, 137
Services ................................................................................................................................... 38, 95
Agency Summary....................................................................................................................... 95
Client Summary.......................................................................................................................... 95
Clinician Summary ..................................................................................................................... 95
Select Hours............................................................................................................................... 38
Session .......................................................................................................................................... 95
Clinical Summary ....................................................................................................................... 95
Total Time .................................................................................................................................. 95
Type ........................................................................................................................................... 95
Session Type Code ..................................................................................................................... 106
Session Type Description............................................................................................................ 106
Session Types ............................................................................................................................. 106
Set DSM-IV.................................................................................................................................... 47
Set TSR Status ............................................................................................................................ 109
Set Up...................................................................................................................................... 33, 80
Assessments.............................................................................................................................. 33
Supplements .............................................................................................................................. 80
SET UP APPS ............................................................................................................................... 38
Setting.................................................................................................................................... 98, 109
Up............................................................................................................................................. 109
Up Permissions .......................................................................................................................... 98
Up The Treatment Services Review ........................................................................................ 109
Up Your First Provider ............................................................................................................... 98
Up Your Users............................................................................................................................ 98
Setting Up Permissions ............................................................................................................... 148
Setting Up Your First Provider..................................................................................................... 148
Setting Up Your Users ................................................................................................................. 148
Setup ....................................................................................................................... 33, 80, 109, 123
Set-up ...................................................................................................................................... 33, 80
clicking ................................................................................................................................. 33, 80
Setup Agreement......................................................................................................................... 109
Setup menu ................................................................................... 38, 74, 78, 94, 98, 108, 115, 148
Select ......................................................................................................................... 98, 115, 148
Setup menu bar ............................................................................................................................. 74
Set-up Persons ............................................................................................................................ 251
Setup/Or Setup/Follow-Up Setup ................................................................................................ 109
Setup/Session Types..................................................................................................................... 95
Severity........................................................................................................................................ 159
Severity Ratings................................................................................................................... 159, 164
304
Severity Scores........................................................................................................................ 33, 94
Severity/ATGS ............................................................................................................................... 47
Shades......................................................................................................................................... 251
Sheetmetal Workers .................................................................................................................... 251
Sheriffs......................................................................................................................................... 251
Shift................................................................................................................................................ 14
pressing...................................................................................................................................... 14
SHIFT-ARROW KEY ..................................................................................................................... 15
use ............................................................................................................................................. 15
Shipping....................................................................................................................................... 251
Clerks ....................................................................................................................................... 251
Shipsmiths ................................................................................................................................... 251
Shirt Folders ................................................................................................................................ 251
Shoe Repair................................................................................................................................. 251
Shoe Repairer.............................................................................................................................. 251
Shoe Shiners ............................................................................................................................... 251
Shop Managers ........................................................................................................................... 251
Shops........................................................................................................................................... 251
Cleaning ................................................................................................................................... 251
Short-Order.................................................................................................................................. 251
Showpeople ................................................................................................................................. 251
Shows .......................................................................................................................................... 148
User.......................................................................................................................................... 148
Signalpersons .............................................................................................................................. 251
Signature Line........................................................................................................................ 94, 108
Number ...................................................................................................................................... 94
Significant Problem........................................................................................................................ 52
Skilled Manual Employees .......................................................................................................... 251
Slight .................................................................................................... 172, 179, 192, 207, 217, 228
Small Businesses ........................................................................................................................ 251
Small Farm Tenants .................................................................................................................... 251
Small Farmers ............................................................................................................................. 251
Small Independent Business ....................................................................................................... 251
Proprietors................................................................................................................................ 251
Smiley Central ............................................................................................................................. 119
Smileys’ ....................................................................................................................................... 119
Smith
Do............................................................................................................................................. 237
Smith.like ..................................................................................................................................... 172
Smokable..................................................................................................................................... 192
SMOKING.................................................................................................................................... 192
Snorting ....................................................................................................................................... 192
it.or ........................................................................................................................................... 192
So
Mr ..................................................................................................................................... 172, 179
Social Security ......................................................................................................... 33, 47, 157, 179
Software License ............................................................................................................................. 5
SOFTWARE LICENSE AND SUPPORT AGREEMENT................................................................. 5
Software Product ............................................................................................................................. 5
access .......................................................................................................................................... 5
allow ............................................................................................................................................. 5
copy.............................................................................................................................................. 5
disassemble ................................................................................................................................. 5
distribute....................................................................................................................................... 5
functioning.................................................................................................................................... 5
install ............................................................................................................................................ 5
305
licenses ........................................................................................................................................ 5
solving .......................................................................................................................................... 5
support ......................................................................................................................................... 5
updates/upgrades ........................................................................................................................ 5
upgrade ........................................................................................................................................ 5
use ............................................................................................................................................... 5
Software Product’s........................................................................................................................... 5
Software Requirements ............................................................................................................... 117
Solving ............................................................................................................................................. 5
Sort Order ...................................................................................................................................... 79
Clears ......................................................................................................................................... 79
Source’s......................................................................................................................................... 33
SPACE........................................................................................................................................... 94
SPECIAL OR CONSEQUENTIAL DAMAGES FOR LOSS OF BUSINESS PROFITS................... 5
SPECIFIC DIRECTIONS BY PROBLEM AREA ........................................................................... 52
Specify ......................................................................................................................................... 237
Specify Other ............................................................................................................................... 237
Specify other’ ............................................................................................................................... 237
Specify TSR Duration .................................................................................................................. 109
Spiritual Leader............................................................................................................................ 237
SPSS ............................................................................................................................................. 11
Spybot Search ............................................................................................................................. 119
Spyware....................................................................................................................................... 119
SQL.......................................................................................................................................... 5, 117
SQL Server .................................................................................................................................. 117
SQL Server 2000 ......................................................................................................................... 117
SSI ............................................................................................................................................... 179
SSN ......................................................................................................................................... 29, 84
Stability / Satisfaction .................................................................................................................. 217
Standard ................................................................................................................................ 98, 148
Standard Research Agreement ................................................................................................... 109
Standard Uses ....................................................................................................................... 98, 148
Standard Windows................................................................................................................. 15, 108
Start ....................................................................................................................................... 38, 109
Date.......................................................................................................................................... 109
New Analysis.............................................................................................................................. 38
Start Assessment......................................................................................................................... 109
clicking ..................................................................................................................................... 109
Start Date......................................................................................................................... 97, 98, 109
State ................................................................................................................................ 5, 207, 251
Nebraska...................................................................................................................................... 5
Statement key................................................................................................................................ 74
Statements..................................................................................................................................... 74
Choose....................................................................................................................................... 74
Statements Listing Screen............................................................................................................. 74
States/jurisdictions........................................................................................................................... 5
Stationary Engineers ................................................................................................................... 251
Status............................................................................................................................................. 38
Status.are .................................................................................................................................... 217
Steamfitter ................................................................................................................................... 251
Stenographic Workers ................................................................................................................. 251
Step By Step With AccuCare....................................................................................................... 148
Steps.................................................................................................................................. 33, 38, 94
Modifying.................................................................................................................................... 38
Printing AccuCare Reports ........................................................................................................ 94
306
Printing Reports ......................................................................................................................... 33
Proceed...................................................................................................................................... 38
Stock Handlers ............................................................................................................................ 251
STOP ........................................................................................................................................... 109
Store
Factory ..................................................................................................................................... 251
Store Managers ........................................................................................................................... 251
Store Owners............................................................................................................................... 251
Clothing .................................................................................................................................... 251
Stories?........................................................................................................................................ 237
Straightforward ............................................................................................................................ 161
Street Cleaners............................................................................................................................ 251
Stressing...................................................................................................................................... 217
confidentiality ........................................................................................................................... 217
Strongly Agree ............................................................................................................................... 84
Study............................................................................................................................................ 109
Terminating .............................................................................................................................. 109
Study Duration ............................................................................................................................. 109
Sub Type ....................................................................................................................................... 79
use ............................................................................................................................................. 79
Subcategory list ............................................................................................................................. 47
Subject’s .................................................................................................................................. 33, 80
Sublevels ....................................................................................................................................... 38
Establishing................................................................................................................................ 38
Suggested Interviewing Techniques ................... 168, 169, 172, 179, 192, 207, 215, 217, 228, 237
Summarized................................................................................................................................... 78
Summary ................................................................................................................................. 52, 78
Super Admin .......................................................................................................................... 98, 148
SuperAdmin ........................................................................................................................... 98, 148
Superintendents........................................................................................................................... 251
Building .................................................................................................................................... 251
Superior Court ............................................................................................................................. 251
Supervisor.................................................................................................................................... 148
Supervisor’s Name ........................................................................................................................ 98
enter ........................................................................................................................................... 98
Supervisor's Name ...................................................................................................................... 148
enter ......................................................................................................................................... 148
Supplement button ........................................................................................................................ 80
Supplement Questionnaire ............................................................................................................ 80
Supplement Questions button ....................................................................................................... 80
clicking ....................................................................................................................................... 80
Supplemental Questionnaire ......................................................................................................... 80
Supplemental Questions ................................................................................................. 79, 80, 237
choose........................................................................................................................................ 80
Supplementation............................................................................................................................ 52
Supplements.................................................................................................................................. 80
Delete......................................................................................................................................... 80
selecting ..................................................................................................................................... 80
Set Up ........................................................................................................................................ 80
Support ............................................................................................................................................ 5
Support Agreement ......................................................................................................................... 5
Survey............................................................................................................................................ 84
Symphony Conductors ................................................................................................................ 251
System ............................................................................................................................................. 5
Operating ..................................................................................................................................... 5
307
System Administrator .................................................................................................................... 15
T
T1................................................................................................................................................. 237
T10............................................................................................................................................... 237
T11............................................................................................................................................... 237
T12............................................................................................................................................... 237
T13............................................................................................................................................... 237
T13-T14 ....................................................................................................................................... 237
T14............................................................................................................................................... 237
T15............................................................................................................................................... 237
T16............................................................................................................................................... 237
T17............................................................................................................................................... 237
T18............................................................................................................................................... 237
T18-T19 ....................................................................................................................................... 237
T19............................................................................................................................................... 237
T1-T3.Tribal Affiliation ................................................................................................................. 237
T2................................................................................................................................................. 237
T20............................................................................................................................................... 237
T21............................................................................................................................................... 237
T22............................................................................................................................................... 237
T22-T23 ....................................................................................................................................... 237
T23............................................................................................................................................... 237
T24............................................................................................................................................... 237
T24-T27 ....................................................................................................................................... 237
T25............................................................................................................................................... 237
T26............................................................................................................................................... 237
T27............................................................................................................................................... 237
T28............................................................................................................................................... 237
T29............................................................................................................................................... 237
T3................................................................................................................................................. 237
T30............................................................................................................................................... 237
T31............................................................................................................................................... 237
T4................................................................................................................................................. 237
T5................................................................................................................................................. 237
T5-T6 ........................................................................................................................................... 237
T6................................................................................................................................................. 237
T7................................................................................................................................................. 237
T8................................................................................................................................................. 237
T9................................................................................................................................................. 237
T9-T10 ......................................................................................................................................... 237
TAB.............................................................................................................................. 14, 15, 47, 94
TAB key ................................................................................................................................. 14, 109
Tabular Report............................................................................................................................. 109
Tailor Shop .................................................................................................................................. 251
Taking .......................................................................................................................................... 192
Methadone ............................................................................................................................... 192
Taxi Company.............................................................................................................................. 251
Taxi Drivers.................................................................................................................................. 251
Teachers...................................................................................................................................... 251
Driving ...................................................................................................................................... 251
Tech Note ...................................................................................................................................... 79
Data Query Provider Identification ............................................................................................. 79
Technical Assistance ........................................................................................................... 117, 251
Technical Support........................................................................................................................ 119
Technicians.................................................................................................................................. 251
308
TEDS ............................................................................................................................................. 82
add ............................................................................................................................................. 82
TEDS Data..................................................................................................................................... 79
TEDS/TOPPS ................................................................................................................................ 82
Telephone Company ................................................................................................................... 251
Telephone Company Factory ...................................................................................................... 251
Teletype Operators ...................................................................................................................... 251
Tellers .......................................................................................................................................... 251
Tenants Owning Farm Equipment............................................................................................... 251
Terminate Study .......................................................................................................................... 109
Terminating.................................................................................................................................. 109
Study ........................................................................................................................................ 109
Termination.................................................................................................................................... 78
Reason....................................................................................................................................... 78
Text................................................................................................................................................ 79
Save ........................................................................................................................................... 79
Text File ............................................................................................................................. 33, 94, 95
Choose "Print ....................................................................................................................... 33, 94
Text File’ button ........................................................................................................................... 137
Print .......................................................................................................................................... 137
The 5-point................................................................................................................................... 159
THE ABOVE EXCLUSIONS AND LIMITATIONS MAY NOT APPLY TO YOU .............................. 5
The Client In The Research Study .............................................................................................. 109
Involving ................................................................................................................................... 109
THE CUSTOMER ............................................................................................................................ 5
The Follow-Up Group .................................................................................................................. 109
The Follow-Up Setup ................................................................................................................... 109
Saving ...................................................................................................................................... 109
THE LIMITATIONS AND EXCLUSIONS STATED HEREIN SHALL SURVIVE.............................. 5
BREACH OF THIS AGREEMENT ............................................................................................... 5
The Number Of Clients In Study.................................................................................................. 109
The Results Of The Research Study........................................................................................... 109
Graphing .................................................................................................................................. 109
The Treatment Services Review ................................................................................................. 109
Outputting................................................................................................................................. 109
Theater Owners ........................................................................................................................... 251
Their Answers.............................................................................................................................. 164
Then—after.................................................................................................................................. 157
THERE SHOULD BE NO BLANKS ON THE COMPLETED FORM ............................................. 52
THEREFORE................................................................................................................................... 5
These............................................................................................................................................. 52
Thomas McLellan .......................................................................................................................... 33
Though........................................................................................................................................... 52
Time Period ................................................................................................................................. 109
Time.your..................................................................................................................................... 217
Timeout........................................................................................................................................ 145
receive...................................................................................................................................... 145
Tips .................................................................................................................................. 14, 33, 161
Interviewing .............................................................................................................................. 161
Moving Around ..................................................................................................................... 14, 33
Selecting Menu Items ................................................................................................................ 14
Tire Molders................................................................................................................................. 251
Tire Shop ..................................................................................................................................... 251
Title ........................................................................................................................................ 98, 148
Title Searchers............................................................................................................................. 251
To Main Menu.Return .................................................................................................................... 82
309
AccuCare Main Menu ................................................................................................................ 82
TO SIGNIFY AN INVALID RESPONSE ........................................................................................ 52
Toll Station Supervisors............................................................................................................... 251
Toolbars....................................................................................................................................... 119
Toolmaker.................................................................................................................................... 251
TOPPs ........................................................................................................................................... 82
TOPPs II ........................................................................................................................................ 82
TOPPS II Common Core Items ..................................................................................................... 82
Total Client Count .......................................................................................................................... 95
Total Time...................................................................................................................................... 95
display ........................................................................................................................................ 95
Session ...................................................................................................................................... 95
Totaling .................................................................................................................................. 95, 157
120 ........................................................................................................................................... 157
7.35 ............................................................................................................................................ 95
Tower Operators.......................................................................................................................... 251
Track Supervisors........................................................................................................................ 251
Tractors........................................................................................................................................ 251
Tractor-Trailer Drivers ................................................................................................................. 251
Traditional American Indian......................................................................................................... 237
Traditional Ceremonies ............................................................................................................... 237
Traditional Healers/Leaders ........................................................................................................ 237
Traditional Practitioner................................................................................................................. 237
Traffic Managers.......................................................................................................................... 251
Training........................................................................................................................................ 179
Training/education ......................................................................................................................... 52
Trainpersons................................................................................................................................ 251
Transaction Service Agreement ...................................................................................................... 5
Travel Agents............................................................................................................................... 251
Treasurers ................................................................................................................................... 251
Treatment .................................................................................................................... 11, 33, 47, 80
Recommendation ................................................................................................................. 33, 80
Treatment Episode Data Set ......................................................................................................... 82
Treatment Motivation ..................................................................................................................... 38
recommendations....................................................................................................................... 38
Treatment Outcome Pilot Project Enhancement ........................................................................... 82
Treatment Plan application............................................................................................................ 74
Treatment Plan Menu .................................................................................................................... 47
Treatment Plan Review ........................................................................................................... 47, 79
Treatment Plan Status ................................................................................................................... 38
Treatment Plans .................................................................................................... 29, 38, 47, 79, 95
Exit ............................................................................................................................................. 47
Treatment Service Reviews....................................................................................... 52, 79, 95, 109
contrasting................................................................................................................................ 109
created ..................................................................................................................................... 109
Treatments/therapies..................................................................................................................... 52
Trexan............................................................................................................................................ 52
Tribal............................................................................................................................................ 237
Tribal Affiliation ............................................................................................................................ 237
Trimmers...................................................................................................................................... 251
Trt Plan button ............................................................................................................................... 74
Truck Dispatchers........................................................................................................................ 251
Truck Drivers ............................................................................................................................... 251
Truckpersons ............................................................................................................................... 251
True DTs...................................................................................................................................... 192
TSA.................................................................................................................................................. 5
310
TSR.................................................................................................................................. 52, 98, 109
conduct..................................................................................................................................... 109
copy.......................................................................................................................................... 109
existing ..................................................................................................................................... 109
generate ................................................................................................................................... 109
Other Services Addendum......................................................................................................... 52
report.......................................................................................................................................... 98
want.......................................................................................................................................... 109
TSR Schedule.............................................................................................................................. 109
Tsr Setup ..................................................................................................................................... 109
TV ................................................................................................................................................ 217
watching ................................................................................................................................... 217
Tx................................................................................................................................................. 156
Type ......................................................................................................................................... 38, 95
APPS.......................................................................................................................................... 38
Session ...................................................................................................................................... 95
U
Under Lifetime Use ...................................................................................................................... 192
Under Past 30 Days .................................................................................................................... 192
Underrepresent............................................................................................................................ 164
Under-the-table............................................................................................................................ 179
including ................................................................................................................................... 179
pay ........................................................................................................................................... 179
Unemployment Compensation .................................................................................................... 179
Uninstalled ....................................................................................................................................... 5
United States ................................................................................................................................... 5
University ....................................................................................................................................... 33
College ..................................................................................................................................... 251
Pennsylvania.............................................................................................................................. 33
Unskilled Employees ................................................................................................................... 251
Up
Setting ...................................................................................................................................... 109
Up Permissions.............................................................................................................................. 98
Setting ........................................................................................................................................ 98
Up The Treatment Services Review............................................................................................ 109
Setting ...................................................................................................................................... 109
Up Your First Provider ................................................................................................................... 98
Setting ........................................................................................................................................ 98
Up Your Users ............................................................................................................................... 98
Setting ........................................................................................................................................ 98
Updates/upgrades ........................................................................................................................... 5
Upgrade ........................................................................................................................................... 5
Upgrades/updates ........................................................................................................................... 5
Use .................................................................. 5, 15, 47, 52, 79, 108, 123, 145, 157, 164, 167, 207
AccuCare ................................................................................................................................... 15
AccuCare application ............................................................................................................... 145
ASI ................................................................................................................... 157, 164, 167, 207
Delete key ................................................................................................................................ 108
drugs/alcohol.............................................................................................................................. 52
Edit ............................................................................................................................................. 47
Group Setup button.................................................................................................................. 123
Internet Explorer toolbar .......................................................................................................... 145
Orion ............................................................................................................................................ 5
311
SHIFT-ARROW KEY ................................................................................................................. 15
Sub Type.................................................................................................................................... 79
Use This Manual.......................................................................................................................... 168
Use.such...................................................................................................................................... 192
User ................................................................................................. 33, 74, 78, 80, 84, 98, 105, 148
allow ................................................................................................................................... 98, 148
associate ............................................................................................................................ 98, 148
Client Records.................................................................................................................... 98, 148
Create ........................................................................................................................................ 74
modified.............................................................................................................................. 98, 148
Provider.............................................................................................................................. 98, 148
shows ....................................................................................................................................... 148
User Administration ............................................................................................................... 98, 148
User Agreement........................................................................................................................... 119
User ID............................................................................................................................. 15, 98, 148
create ................................................................................................................................. 98, 148
PNL2A...................................................................................................................................... 148
User Options.......................................................................................................................... 33, 108
User Role............................................................................................................................... 98, 148
User Type .............................................................................................................................. 98, 148
Select ................................................................................................................................. 98, 148
User’s............................................................................................................................................. 98
know........................................................................................................................................... 98
User’s Full Name ........................................................................................................................... 98
enter ........................................................................................................................................... 98
User’s Title..................................................................................................................................... 98
UserID............................................................................................................................................ 15
existing ....................................................................................................................................... 15
User's Full Name ......................................................................................................................... 148
enter ......................................................................................................................................... 148
User's Title ................................................................................................................................... 148
Users’........................................................................................................................................... 148
Using.............................................................................................................................................. 33
ASI ............................................................................................................................................. 33
USING THE ASI .............................................................................................................................. 4
Utilities Supervisors ..................................................................................................................... 251
V
VA ................................................................................................................................................ 172
VALID RESPONSE OR THE LETTER.......................................................................................... 52
EACH QUESTION SHOULD HAVE EITHER ............................................................................ 52
Value............................................................................................................................................ 237
client’s ...................................................................................................................................... 237
Veterinary Surgery....................................................................................................................... 251
VI 4
Via Establish Follow-Up Group.................................................................................................... 109
Vice Presidents............................................................................................................................ 251
View ................................................................................................................................. 74, 82, 148
AccuCare Main Menu .............................................................................................................. 148
Follow-up.................................................................................................................................... 82
Group ......................................................................................................................................... 74
View Client Information................................................................................................................ 109
View Note ...................................................................................................................................... 74
View Treatment Plans ................................................................................................................... 74
View/Edit........................................................................................................................................ 74
312
View/print ..................................................................................................................................... 109
W
W 145
W&b&d......................................................................................................................................... 145
W’................................................................................................................................................. 145
Waitpersons................................................................................................................................. 251
Want ............................................................................................................................................ 109
edit/view ................................................................................................................................... 109
TSR .......................................................................................................................................... 109
Warehouse Clerks ....................................................................................................................... 251
Watch................................................................................................................................... 161, 217
inconsistencies......................................................................................................................... 161
TV............................................................................................................................................. 217
Watchmen.................................................................................................................................... 251
Web ......................................................................................................................................... 4, 145
printing ..................................................................................................................................... 145
Web Server...................................................................................................................................... 5
Web site....................................................................................................................................... 119
Web Version .................................................................................................................................... 5
Week # - Please ............................................................................................................................ 52
Weights
Sanitary .................................................................................................................................... 251
Welcome.......................................................................................................................................... 4
AccuCare ..................................................................................................................................... 4
Western ....................................................................................................................................... 237
While Intoxicated ......................................................................................................................... 156
Driving ...................................................................................................................................... 156
Wholesale Outlets........................................................................................................................ 251
WILL BE PERMITTED ACCESS TO ACCUCARE ......................................................................... 5
Windows .............................................................................................................. 15, 33, 80, 94, 119
Windows 2000 Server ............................................................................................................. 5, 117
Windows AntiSpyware ................................................................................................................. 119
Windows NT Option Pack 4.01.................................................................................................... 117
Windows NT Server 4.0............................................................................................................... 117
Windows Server 2003 ..................................................................................................................... 5
Windows XP ................................................................................................................................ 137
Windows®...................................................................................................................................... 15
Wine Bottlers ............................................................................................................................... 251
Wire Machines ............................................................................................................................. 251
WITH REGARD TO THE SOFTWARE PRODUCT AND THE ACCOMPANYING WRITTEN
MATERIALS................................................................................................................................. 5
With.in.......................................................................................................................................... 217
WITHOUT LIMITATION................................................................................................................... 5
Word Document........................................................................................................................... 137
Word File ..................................................................................................................................... 137
Word Processing Keystrokes ........................................................................................................ 15
Work .............................................................................................................................................. 29
Work Status ................................................................................................................................... 29
Workstation Software ...................................................................................................................... 5
Write .............................................................................................................................................. 15
Www.mhsip.org ............................................................................................................................. 84
Www.samhsa.gov.......................................................................................................................... 82
313
X
X 237
X"s ....................................................................................................................................... 179, 192
X’ 98
X’s .................................................................................................................................................. 33
Xanax........................................................................................................................................... 192
XLS ................................................................................................................................................ 95
XP Professional ........................................................................................................................... 117
X-ray .............................................................................................................................................. 52
Xs................................................................................................................................................... 94
Y
Y 33, 237
Y/N ............................................................................................................................................... 237
Yard Supervisors ......................................................................................................................... 251
Yes................................................................................................................. 38, 105, 179, 228, 237
answered.................................................................................................................................. 237
Yes’ .............................................................................................................................................. 237
YOU ARE AGREEING TO BE LEGALLY BOUND BY THE TERMS OF THIS SOFTWARE
LICENSE AND SUPPORT AGREEMENT................................................................................... 5
You.in........................................................................................................................................... 217
Your AccuCare Web Site............................................................................................................. 122
Connecting ............................................................................................................................... 122
Your Report Heading ................................................................................................................... 121
Changing.................................................................................................................................. 121
Z
Z 168, 169, 215, 217, 237
Z"—for.......................................................................................................................................... 169
ZIP ................................................................................................................................................. 33
314

the AccuCare Manual

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