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Video Instructions:
Widget Connector url https://www.youtube.com/watch?v=-9HfPsmC6A4&list=PLfvY-3dY8UwmFDNiqf_zw97tb14YSG1xG&index=10&t=0s
Instructions:
The YWHO data collection platform’s Landing Page, which is the Search page, is used to locate client profiles that have been added to the platform.
There are two sub-tabs on this page:
- Search
- List of Clients
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Search:
To use the Search function:
- Select the SEARCH tab on the top-left corner of the screen.
- Note that the Search page will open up by default when you access the YWHO data collection platform.
- The options outlined below are the available search fields. Use these fields to conduct your search:
- Last Name: Client’s last name
- Date of Birth: Client’s date of birth
- Age: Client’s age
- This client is a: If the client is a youth or caregiver
- Pre-existing client id: An ID that has been linked with the client’s profile that is not their Client ID
- Client ID: Client’s ID as generated by the YWHO data collection platform.
- Click on the SEARCH button at the bottom of the screen
- This will load the list of clients that satisfy the search criteria included in step 2.
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List of Clients
The List of Clients page will show all of the client profiles created on the Add a New Client page that meet your search criteria.
The List of Clients page will include a brief overview of clients at the bottom of the page. This brief overview includes the following information:
- Title: Includes the total number of visits for a selected client.
- Visit Date: Includes visit dates for each client visit.
- User Name: Includes the name of the service provider who created each specific client visit.
- Visit Owner: Includes the name of one service provider who provided services to the client.
- Note that only one visit owner can be seen on the List of Clients
- No. of Service: Includes the number of services that the client received in each specific visit.
- Both the Start of visit form (START_VISIT) and End of visit form (END_VISIT) must be completed in order for this column to be automatically populated for each client visit.
To access a client's profile on the List of Clients page:
- Select the client row and click on the SELECT button (bottom-right hand side of your screen); or
- Double-click on the corresponding client row.
