Treatment Wizard - Initial Setup

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Access Treatment Wizard

In order to use Treatment Wizard, each user must be given access.

1. Go to Administration > Users.
   
    
2. Search for the user who will be given access or create a new user.
   • Search
     
      
   • Create
     
      
3. When your user is selected, click the Select button next to the Access Level field on the User tab.
   • Under the First User Access Tab > find Treatment Wizard.
     
     
     
     
      
4. Check the box and click Save.
    

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Create the Chart Structure

For Treatment Wizard to work properly you must create a chart structure that contains the trauma-related forms. This chart structure must be included in every program that will be using Treatment Wizard.

1. Go to Administration > Form Manager.
   
    
2. Select the program that will be using Treatment Wizard and click (Design) in the right-hand column.
   
    
3. Click Add Section to add a section to the Current Chart Structure.
   
    
4. Select New to create the section.
   
    
5. Give the section a name and color and click Save.
   
    
6. Select the created section from the list and click Exit. The section will now appear in the Current Chart Structure.
   
    
7. Find all the forms related to trauma and drag them under your section.
   
   • The list of forms needed are: DLA-20, DLA-20 Youth Assessment, PCL-5, PCL-S, TGI Trauma Module Question Form, TGI Trauma Module Referral Form, TGI Trauma Module Refusal of Services, Life Events Checklist (LEC), Clinician-Administered PTSD Scale for DSM-5 – Past Month, Clinician-Administered PTSD Scale for DSM-5 – Past Week, TGI Progress Note
8. Click Set Active. You will see Chart Structure Saved.
   
    
9. Close the Designer.
10. Repeat this process for every program that will be using Treatment Wizard.
     

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Flag Programs

Before using the Treatment Wizard, programs must be flagged as a Safety program OASAS program.

1. Go to Administration > Programs.
   
    
2. Create a new program or select the program from the list at the bottom.
   
    
3. After the program is selected, under the Program Flags section, select the Treatment Wizard tab.
4. Check the box for either Seeking Safety or OASAS 822.
   • Seeking Safety- Check to identify the program as a safety program.
   • OASAS 822- Check to identify the program as an OASAS program.
5. Click Save.
6. Repeat this process for every program that will be using the Treatment Wizard.

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