Master the Art of Profiling: Training for ES Staff

Table of Contents:

1. Introduction
2. Changing Password in Profiler
3. Using the Navigator for Existing Clients
4. Referral and Call Sheet for Repeat Clients
5. Pre-Screening Process for Repeat Clients
6. Diagnosis and Billing for Repeat Clients
7. Creating a New Chart for New Clients
8. Finding Clients with Social Security Number
9. Searching for Clients using Name and Birthdate
10. Creating the Chart for New Clients
11. Referral and Call Sheet for New Clients
12. Pre-Screening Process for New Clients
13. Diagnosis and Billing for New Clients
14. Conclusion

Article:

Introduction

In this article, we will be providing a comprehensive guide for emergency services staff who may be struggling with the technology and processes related to Profiler, a profiling system used in their organization. Whether You are new to the system or in need of a refresher, we will cover all the essential steps to help you navigate Profiler effectively and efficiently. From changing passwords to creating charts for new clients, this guide will walk you through each process with detailed instructions and helpful tips.

Changing Password in Profiler

One of the first steps when using Profiler is changing your password to ensure its security and customize it to your preferences. To change your password, follow these simple steps:

1. Click on the Start button at the bottom left-HAND side of your screen.
2. From the options provided, select "Windows Security."
3. Choose "Change a password."
4. Enter your old password provided by the IT department and then Type in your new password.
5. Confirm your new password and click the arrow to save the changes.

Remember to Create a strong password and avoid sharing it with others, as it is crucial to protect the security of the health Record and network.

Using the Navigator for Existing Clients

For clients who already have a chart in Profiler, the Navigator tool is essential for accessing their information and performing various tasks. Here's how you can use the Navigator effectively:

1. Click on the Navigator button, which resembles a compass, located on the Profiler screen.
2. Use the search bar to enter the client's ID number or their name (without using a comma to separate the first and last name).
3. Choose the desired client from the drop-down menu or search results.
4. Double-check the client's information, including their name, date of birth, and ID number, to ensure you have selected the right person.

The Navigator allows you to access different sections of the client's chart, such as referrals, treatment plans, progress notes, and more. Using this tool correctly will enable you to efficiently navigate and manage the client's information within Profiler.

Referral and Call Sheet for Repeat Clients

When a client already has a chart in Profiler, the first step is to create a referral and call sheet. This process ensures that the client's information is organized and accessible for further assessment and treatment. Follow these steps to complete the referral and call sheet:

1. Click on the Referrals button located in the client section, under their name.
2. If the client already has existing referrals, you can either create a new one or select the Relevant referral from the list.
3. Provide the necessary details about the referral, such as the date, type, provider, caller, relationship to the client, referral source, and presenting problem.
4. Ensure to select the appropriate company or organization associated with the referral.
5. Fill in any additional information required, such as notes and dates, to complete the referral.
6. Click on the "UDD" button, resembling the Internet Explorer icon, to access the call sheet.
7. Create a new call sheet or select an existing call sheet to document the client's information, including contact details, type of call, pre-screening requirement, presenting problem, and any previous psychiatric hospitalizations or medications.
8. Save the call sheet and close it to return to the referral and call sheet.

By following these steps, you can efficiently manage and document the referral process for repeat clients, ensuring smooth transitions and continuity of care.

Pre-Screening Process for Repeat Clients

Once the referral and call sheet are complete, the next step is conducting a pre-screening for repeat clients. The pre-screening process allows you to Gather essential information and assess the client's needs effectively. Here is a step-by-step guide to conducting a pre-screening:

1. Access the client's chart by using the Navigator tool and selecting their name.
2. Click on the "UDD" button and choose the option for Universal Pre-Admission Screening Form (UPSF).
3. Fill in the necessary information in the pre-screening form, including diagnosis, treatment history, mental status exam, and relevant details about the client.
4. Complete the form by providing accurate and comprehensive information Based on your assessment.
5. Sign off on the form and save it to the client's chart.
6. Ensure to make the pre-screening effective, reflecting the date of the assessment.
7. Verify all the information entered and save it to finalize the pre-screening process.

Conducting thorough pre-screenings is crucial for identifying the client's needs, determining appropriate treatment plans, and ensuring the best possible care.

Diagnosis and Billing for Repeat Clients

After completing the pre-screening process, the next step is to assign a diagnosis and initiate the billing process for repeat clients. Follow these steps to ensure accurate diagnoses and billing information:

1. Navigate to the plan of care section in the client's chart.
2. Filter the list to display emergency services-related treatment plans.
3. Add a treatment plan for emergency services, selecting the appropriate options and setting it as active.
4. Choose the diagnosis drop-down menu and select the relevant ICD-10 code for the client's condition.
5. Enter the diagnosis type as the principal diagnosis, reflecting the main reason for seeking care.
6. Assign yourself as the primary provider responsible for the diagnosis.
7. Make the diagnosis effective, indicating the date of the pre-screening.
8. Confirm the diagnosis and save it to the client's chart.

Once the diagnosis is assigned, you can proceed with creating progress notes and initiating the billing process. These steps help ensure accurate records and proper documentation for billing purposes.

Creating a New Chart for New Clients

For clients who do not have a chart in Profiler, the first step is to create a new chart to organize and manage their information. Follow these steps to create a new chart for new clients:

1. Access the Navigator tool and perform a search using the client's information, such as social security number, name, and birthdate.
2. If the search does not yield any results, click on the "New Client" button to begin creating a new chart.
3. Fill in the required personal demographics, including name, gender, date of birth, and social security number (if available).
4. Provide additional information, such as citizenship, marital status, language preference, and educational background.
5. Fill in any other relevant details in the personal demographics section, such as living arrangement and military status.
6. Save the personal demographics and proceed to enter the client's address and phone number.
7. Fill in the required address information, taking note of the different options, such as homeless or residence, depending on the client's situation.
8. Add the client's phone number, ensuring accurate and updated contact information.
9. Save the address and phone number information.

By following these steps, you can create a new chart for new clients, allowing you to efficiently manage their information and provide the necessary care.

Finding Clients with Social Security Number

To find clients using their social security number, follow these steps:

1. Access the Navigator tool and click on the "Simple Find" button.
2. Choose the option to search by social security number.
3. Enter the last four digits of the client's social security number.
4. Click "Search" to find any existing clients with a matching social security number.
5. If no clients are found, click "Cancel" and proceed to create a new chart.

Using the social security number search helps ensure that duplicate charts are not created and enables you to efficiently manage client information.

Searching for Clients using Name and Birthdate

Another way to find clients is by searching using their name and birthdate. Follow these steps to search for clients based on their name and birthdate:

1. Using the Navigator tool, click on the "Simple Find" button.
2. Select the option to search by name and birthdate.
3. Enter the client's last name, first name, and birthdate.
4. Click "Search" to find any existing clients that match the provided information.
5. If no matching clients are found, proceed to create a new chart for the client.

This search method ensures accurate identification of clients and helps avoid duplicate records in the system.

Creating the Chart for New Clients

Once you have verified that a client does not have an existing chart, you can proceed to create a new chart for them. Follow these steps to create a chart for new clients:

1. With the client's information confirmed, click on the "New Client" button.
2. Fill in the required personal details, including name, gender, date of birth, and social security number (if available).
3. Provide additional information such as citizenship, marital status, preferred language, and educational background.
4. Fill in any unknown or applicable information, ensuring accuracy and completeness.
5. Save the personal details and proceed to enter the client's address and phone number.
6. Choose the appropriate address type and fill in the necessary address details.
7. Add the client's phone number, ensuring accurate contact information.
8. Save the address and phone number information to complete the chart creation.

By adhering to these steps, you can successfully create a new chart for new clients, allowing you to organize and manage their information effectively.

Referral and Call Sheet for New Clients

Once the chart for a new client is created, the next step is to complete the referral and call sheet. This process ensures that the client's information is accurately documented and accessible for further assessment and treatment. Follow these steps to complete the referral and call sheet:

1. Access the referrals section in the client's chart.
2. Create a new referral, providing all relevant details, including the date, type, provider, caller, and referral source.
3. Fill in any additional information required for the referral, ensuring accuracy and completeness.
4. Save the referral and proceed to the call sheet.
5. Create a new call sheet or select an existing call sheet to document the client's information, including contact details, type of call, and any relevant notes or observations.
6. Save the call sheet and return to the referral and call sheet section to finalize the process.

Completing the referral and call sheet for new clients ensures that their information is properly documented and easily accessible for future reference.

Pre-Screening Process for New Clients

After completing the referral and call sheet, the next step is to conduct a pre-screening for new clients. The pre-screening process enables you to gather essential information and assess the client's needs accurately. Here is a step-by-step guide to conducting a pre-screening for new clients:

1. Access the client's chart using the Navigator tool and select the necessary tabs to access the pre-screening form.
2. Fill in the required information in the pre-screening form, including the client's background, medical history, and any presenting issues or concerns.
3. Complete the form based on your assessment and observations, ensuring accuracy and thoroughness.
4. Sign off on the form, saving it to the client's chart.

By conducting comprehensive pre-screenings for new clients, you can establish a clear understanding of their needs and provide appropriate care and treatment.

Diagnosis and Billing for New Clients

Once the pre-screening process is complete, the next step is to assign a diagnosis and initiate the billing process for new clients. Follow these steps to ensure accurate diagnoses and billing information:

1. Navigate to the plan of care section in the client's chart and filter the list to display emergency services-related treatment plans.
2. Add a treatment plan for emergency services, ensuring the correct options are selected and setting it as active.
3. Choose the appropriate diagnosis from the drop-down menu, selecting the relevant ICD-10 code and type.
4. Assign yourself as the primary provider responsible for the diagnosis, ensuring accuracy and completeness.
5. Make the diagnosis effective, reflecting the date of the pre-screening.
6. Confirm the diagnosis and save it to the client's chart.

Once the diagnosis is assigned, you can proceed with creating progress notes and initiating the billing process. This ensures accurate documentation and seamless integration into the billing system.

Conclusion

In conclusion, navigating Profiler and effectively managing client information is essential for emergency services staff. By following the steps outlined in this guide, you can easily change passwords, create referrals, conduct pre-screenings, assign diagnoses, and complete billing tasks for both repeat and new clients. Remember to use the Navigator tool to access client charts, utilize the call sheet and referral sections, and document information accurately. With these skills and knowledge, you can confidently navigate Profiler and provide efficient and effective care to your clients.