PIMS Resource Center

 
Participant Navigation Bar
updated 6/29/15

    navbar participant header 3

    All participant data entry forms include a navigation bar in the header which allows you to navigate easily between the different forms. 

    1. Home.  This button returns you to the home form, which is also the default form which opens via the Participant Search Menu.
    2. Screening.  This button is visible if the current person has a screening record entered.  The button will appear disabled if the currently logged in user doesn’t have permission to view this record.
    3. Add Assess.  This button will add an assessment based on the current screening form.  This option is only visible if the current person has a screening record entered but no assessment
    4. Assessment.  This button is visible if the current person has an assessment record entered.  The button will appear disabled if the currently logged in user doesn’t have permission to view this record.
    5. Add Intake. This button will add an intake based on the current assessment form.  This option is only visible if the current person has an assessment record entered but no intake.
    6. Base/Follow.  This button opens the Baseline/Followup form. The Baseline data can be entered at any time, regardless of whether an intake has been completed.
    7. Referrals.  The Referral form can now be entered at any time, regardless of whether an intake has been completed.
    8. Intake.  This button is visible if the current person has an intake record entered.  The button will appear disabled if the currently logged in user doesn’t have permission to view this record.

    The following additional activity forms from the Participant/Child Search menu will also be visible if an intake has been entered:

      • Outcomes
      • History
      • Service
      • Monthly Log
      • Home Visits
      • Family Goal Plan
      • Medical Visits
      • Termination

       
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