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1.2 Quick Start - Main Features of P-CIS

Person-centered care considers a person's cultural values, circumstances, desires, natural supports, cross-system involvement, and Care Circle, and P-CIS helps capture and track that information in an organized and coordinated fashion by allowing you to capture all types of information about people and care. Coordinating that information into lists, story maps, family reports and insights, P-CIS helps care circles be far more effective and efficient. In this way, P-CIS supports and promotes authentic person-centered care. 

P-CIS gives Helpers (providers and staff) and People (clients and supports) the ability to follow and provide feedback on people progress, increasing the opportunities to collaborate. 

This section provides an overview of the main features of P-CIS. For each of the main features, several basic main points are outlined to help orient you to the solution. This section provides just the high-level points for each feature. Chapter 2 dives deeper into each of these features. 

Login. Staff using P-CIS log in as one of three roles:

Helpers, Supervisors or Organization Administrators. When a person logs into P-CIS, they only see the people they are helping in some way, either directly or through supervision.

Modules. P-CIS has five modules: Dashboard, People, Questionnaires, Insights and Settings, as seen in Figure 1.2.a.

Main Points
  1. Helpers are able to see three modules: Dashboard, People and the Insights modules.
  2. Supervisor or Organization Administrator see the Questionnaires and the Settings module as well.

Dashboard Module. The Dashboard is the landing page for everyone upon login, as seen in Figure 1.2.a.

Main Points
  1. When you log in, the Dashboard gives you an overview of how many people you are helping for top needs and strengths to build. The Notifications table include reminders and alerts when assessment scored according to particular thresholds. When logged in as a helper, you see yourself and the people you are helping.
  2. In the Dashboard, you can also see helpers you are supervising or for whom you are a reviewer.
Note: Every Helper is assigned a Reviewer in their profile, which could be themselves. The Reviewer is the Helper who receives submitted assessments from the Helper to review and approve or return. 

Figure 1.2.a. The Five Modules of P-CIS, Showing the Dashboard Module 


People Module. Moving over to the People's Module, here are all the people that you are helping, as seen in Figure 1.2.b.  The table shows me a summary of each person, including how many times they have been assessed and how many needs have been discovered. 

Main Points
  1. By selecting on a person, you can view their profile and all the collaborations in which the person participated. 
    1. Collaborations can be programs, care episodes or evidence-based practices, depending on the level and detail of tracking most helpful for your organization. 
    2. A person can be enrolled in multiple collaborations at once to support any level of tracking necessary. 
  2. A person can have one or more helpers assigned to them.
    1. You can create a care circle of people that work with the person and care.
    2. If you add a helper to a person here, then those Helpers can then see that person in care when they log in. You can then work together to complete assessments together, review reports and track resilience and recovery for that person as a care team.
  3. You can also track supports for a person in care
    1. Supports are non-paid members of the person’s support network, like family members. Supports can take assessments or provide their voice or opinion on assessments. 

Figure 1.2.b People Module


People Module > Questionnaire Tab. If you move over to the questionnaires tab for a person, this is where all of the assessments are stored, as seen in Figure 1.2.c. 

Main Points
  1. P-CIS can handle most any type of assessment or questionnaire. 
  2. It converts assessments into useful information. 
  3. P-CIS identifies each question as a potential strength, need, underlying item, opinion, preference, goal or circumstance. When those items are scored, you can see the change over time in the table and there are icons that identify whether or not the item should be a focus of care.  

Figure 1.2.c. People > Questionnaire Tab 


People Module > Questionnaire Tab > Add a New Assessment. To complete assessments, simply add as another column to the table.  

Main Points
  1. If this is not a first assessment, you can copy previous scores and make updates to responses which have changed. 
  2. You also have the opportunity to email assessments through the invite to complete feature. When you invite to complete, it allows you to email a link to people in care, their supports or external team members in the care Circle without requiring that recipient to be an official user of the software. 
    1. When you Invite to Complete, P-CIS will send a time-limited, one-time use secure link of a blank questionnaire to the external recipient. Once the recipient has completed the questionnaire the responses show in the table and reflect that person's voice. This allows you to capture an individual or support voice, assisting a person-centered approach to care. 
  1. You can complete the assessment based on a person’s opinion, called a “Voice.” You can see the voice type for each assessment in the table of assessments over time.    
Note: A Voice is the opinion of a member of the care team. This could be the opinion of the person in care, any of their natural supports or any helper on the care team.

People Module > Notifications Tab. If you move over to Notifications, here's where you see reminders and alerts for that person in care. 

People Module > Reports Tab. The Reports tab shows available reports for each assessment. Be default, the story map will display the most recently completed assessment. Select from the drop-down options to choose to display a different assessment time.

Main Points
  1. The most useful report is likely the story map, which summarizes all of the needs for focus and strengths to build while providing the context of underlying and background areas for the person. 
    1. You can adjust the priority of our needs for focus in these story maps or look at different times of the story.
  2. The Item Detail report helps you drill into a particular item over time. You can see the change in score for the area combined with the notes related to that response.
  3. A final report option will be the Family Report, which will convert the assessment information into a family-friendly version of the last two assessment responses while summarizing total progress in care.

Questionnaires Module. The Questionnaires Module is only available to supervisors and Organization Administrators, as seen in Figure 1.2.d

Main Points
  1. This is where all of your questionnaires are calibrated. 
  2. You can add custom Reminder schedules and Alert schedules. 
    1. A reminder schedule identifies how often an assessment should be completed. For example, a questionnaire could have a seven-day interval which identifies that the assessment should be completed every seven days. 
    2. The alert schedule identifies thresholds above or below which alerts will be generated. For example, a Step-Down Care alert might suggest that a person is ready for stepping down out of more intensive care into less intensive care. These settings are coordinated by the Organization Administrator for each type of Questionnaire. Alerts identify several items which, when rated above/below a threshold together, might indicate some type of alert. These alerts are completely customizable. When an assessment is completed for a person in care, the alerts schedule checks the alert settings and creates any alerts needed, which show in the dashboard in the Notifications table.
  3. The question item details identify each question property, whether it's an exposure such as a traumatic event, or a need to address, such as anxiety, or a strength to build and so forth.

Figure 1.2.d Questionnaires Module 

Insights Module. Moving to the Insights Module, there are several dashboards in here which provide insight into the patterns of recovery and resilience for your population, as seen in Figure 1.2.e

Main Points 
  1. There's the Waterfall Insights, The Patterns and Priorities Insights, And the Care Compare Insights. 
  2. The Insights can display information about a single person or groups of people.
  3. Filters allow you to drill into specific sub-groups or time periods.
  4. Some main uses of the Insights are to: 
    1. View most common needs of a population 
    2. Discover staff strengths for addressing particular types of needs
    3. Identify staff training and coaching opportunities
    4. Evaluate program performance
    5. Identify common drivers of success
    6. Compare interventions for people with similar circumstances

Figure 1.2.e Insights Module

Settings Module. The Settings Module is available to Supervisors and Organization Administrators. However, Supervisors only see the Helpers tab, as seen in Figure 1.2.f.

Main Points
  1. Supervisors can see the first Helpers tab in the settings for viewing all the helpers. 
  2. Organization Administrators have several more tabs available. 
    1. In Collaborations, this is where they modify any collaborations that they'd like to track and they identify what level they're going to track collaborations, either at a broad level, such as school-based care, or a more detailed level, such as EMDR. 
    2. The Options identify all the different options that are available in drop-downs throughout the application. For example, for gender options, you can adjust that here.
    3. In the Roles tab, we just see a list of available roles in the system.
  3. Other admin functions include adding Reporting Units to support reporting data to authorities or for collaboration across agencies in a system of care. 
    1. For example, when you're working with children who are served by child welfare, mental health and schools, this is where they would arrange a collaboration to share information for just particular youth, in particular collaborations and for particular assessments.

Figure 1.2.f Insights Module