Transcript AVATAR 2010 - San Mateo Health System

San Mateo Behavioral Health and
Recovery Services
AVATAR 2010
Upgrade
What is Avatar 2010?
• Avatar 2010 is an upgrade to the Avatar application.
• Avatar 2010 will be installed on all user accounts.
• Use the same Avatar icon from the Start menu or
desktop.
Why upgrade to Avatar 2010?
• State and Federal regulations mandate that confidentiality of
the AOD chart be maintained separately from the Mental
Health chart. The upgrade to Avatar 2010 will meet these
requirements.
• To maintain confidentiality, Mental Health providers will have
a new “System Code” to use to login. This new System Code is
SMMH.
• AOD providers will have a different System Code when they
sign/log on to access AOD records.
* System Code Exceptions: There are some users that will not use SMMH
(Program Office & Call Center). You will be notified if you have another
system code.
When will the upgrade happen?
• The upgrade is happening over the weekend of June 2 & 3.
• AVATAR will be unavailable from Friday, June 1 at 5:30 pm
until Monday, June 4 at 6:00 a.m.
• When you sign on to Avatar on Monday, June 4, Mental
Health providers will use the System Code (“SMMH”) and will
be using Avatar 2010. *see System Code Exception Only, previous slide
What’s new?
A. There is a new look to the opening screen of Avatar
B. New System Code - SMMH
Your User Name and Password are the same. Only the
System Code changes.
Your Caseload and “To Do” list will be brought forward to your
Avatar 2010 Homepage.
New Code
SMMH
Your User ID
Your Password
C. Avatar Homepage also has a new look and the screen has
new color and spacing.
Same Tasks Frame
Not Used
New Tasks Bar
matches picture icons
D. Menu Frame- the Menu Frame remains the same
E. Below the Task Frame are Picture Icons that match with the
Tasks Bar.
The Tasks Bar now includes the Picture Icons!
Other changes to the Tasks bar include:
• My “To Do” list - now shows a number: number
• The first number on the left is the total number of “To Do” items
• The number after the colon on the right is the number of “To Do”
items added in the last 24 hours.
This shows 4 TO DO
items and 1 item added
in past 24 Hours
“My Preferences”:
From “My Preferences”, on the Start Up Tab set the opening Avatar screen be
your “To Do” list or “My Favorites”
Uncheck the box
to prevent the
empty “Did You
Know…” box from
appearing.
F. My Caseload:
Clients will be listed and with indicators preceding client names.
• If the client is new to the caseload the client name will be
highlighted in yellow.
• If there are NO TO DO items older than 24 hours there
will be
• If the chart has one or more client documents overdue, is
there will be
• If the chart has “To Do” items that are more than 24 hours old
there will be
My Caseload Illustration
Clients will be listed but there will now be indicators preceding a client name.
Chart has NO To Do items older than 24 hours
Chart has To Do items over 24 hours old
New Client highlighted and with TO DO more than
24 hours old
Charts has one or more client documents that are
overdue
G. “Did You Know...” window on the right hand side of the screen.
Currently not working and will not be used.
You can turn off the window in “My Preferences”.
H. “Color Vision Deficiency” setting is now available.
• Submit a Help Desk request to your supervisor or the Avatar team and
your “user code” can be changed to “Color Vision Deficient”.
• Once this change is activated, items in the “red” required fields will
show in BOLD and will be Underlined.
“Color Vision Deficiency”
All field
labels will
appear in
BLACK
with
required
fields
BOLD and
underlined.
If a field or
component of a
field has the
focus it will be
outlined.
I. Select Client Screen: This screen has a different look...
Client search results now show in the bottom half of the screen.
Alternative look-up is still there.
The Up and down arrows on the keyboard can be used to scroll through
names and the Enter key can be used to highlight a row.
Here’s the
Alternative
Look Up Search
Enter Key
will highlight
the row
J. Date Fields
All Date fields in the Avatar 2010 application have a new ‘Date Picker’
calendar icon outside of date entry box that brings up a calendar for
selecting a Date.
Once a date is selected it will default into the field. The date calendar can
also be accessed by double-clicking in the Date field.
J. Missing “Required Field” indicators
• All fields in any document are important and should be completed if
there is information to do so.
• The new Avatar 2010 feature is to “Flag” each empty required field
and each Tab where the field appears when the document is saved.
• “Flags” will make it easier to find what is missing from a document
saved as DRAFT, or if a document has some fields incomplete or
missing an entry.
• The “Flag” will not appear as you are entering information.
• When you submit your document, if any required fields are missing
data, a message box notifies you there is a missing field.
• Click OK and a visual indicator or “Flag” appears next to each missing
field, and each tab containing a missing required field (s).
• When all required fields are filled in, the flag on the tab will clear. If
none of the tabs on a form have a “Flag”, all required fields have
been filled in.
Missing “Required Field” indicators
Tab Flags
Field
Flags
Calendar
K. Spelling Error Indicators
In scrolling and non scrolling text fields, any misspelled words will
have a visual cue, similar to Microsoft Word or Outlook.
“Name” and “Process Search” fields do not have these indicators.
Mis-spelling
Cue
L. Progress Notes
DRAFT Status and the Draft Watermark:
When DRAFT is selected, the watermark automatically appears
in the background.
M. Chart Review
• Launch Chart Review as stand alone function without having to
first open another option!
• The Menu Path is CWS→ Reports→ Chart Review
• You can also Right click on a client either in “My Caseload” or “My
Session” and select Chart Review.
• From Chart Review, exit the screen by clicking on Dismiss.
• Chart Review will still be available whenever another document or
report opens!
RIGHT click on the
client’s name in
either My Caseload
or My Session.
You can select Chart
Review from this
Pop Up
N. New Fields and Drop Down List Selections
• Because of the upgrade to Avatar 2010, you may see some changes to
selections in the drop down lists. Continue to use the one(s) most
appropriate to your client(s).
• Some forms will have new fields. For example, on the Admission
form, next to each phone number is the question “OK to contact?”.
Use the new fields if they apply to your client(s).
Questions?
If you have questions about the changes or
problems using Avatar, contact the ISD
Help Desk at 650-573-3400 or
[email protected]
For more Avatar information, please visit
http://smchealth.org/avatar