Set up Post Discharge Follow-Up Events

Menu path

Setup > Event Setup > System – Modifiable > Event Category

View the Available Events

Navigate to: Setup > Event Setup > System – Modifiable > Event Category.
In the toolbar, click Event Category.
Select Post Discharge Follow Ups.
View the events listed in the Events Setup tab.

Note the events listed. While some modifications can be made (such as indicating that a progress note is included), these are System Events and allowed modifications are minimal.

Tables Referenced by the Post Discharge Follow-Up

Listed below are the tables which are referenced within the Post Discharge Follow Up Events and where they can be found if new or different values are needed.

Table Referenced	Question(s) which use this Table	Where this Table can be modified
Follow Up Activities Response	Is this your anticipated home for the next 30 days? Are you the legal guardian of the child? Currently in school? Regularly Attending? Passing Grades? Do you have any grades of Fs? Do you anticipate going to the next grade? Not Been Truant? Do you currently have truancy charges? Been suspended? Out of School Suspension? Been Expelled? Getting Homework Done? Today have relationship with at least 1 peer? Have relationship with at least 1 trusted adult? Have someone can go to in time of crisis/help? Charged with a Crime? Convicted of a crime? On Probation / Parole Used Alcohol? Used Illegal Substances? Had Child? Receiving the services needed?	Setup > System > Table Maintenance – Simple > Tables
Residence Type	Note: This is the same table which is used when entering addresses; changes to this table should take this into consideration. Living Arrangement	Setup > System > Table Maintenance – Simple > Tables
Relationship	Note: This is the same table that is used elsewhere to identify relationships; changes to this table should take this into consideration. Relationship to Client If not who is the legal guardian?	Setup > System > Table Maintenance – Extended > Tables Note: While other areas which use this table will reference the filters, this usage of the table will pull in all options listed.
Guardian Type	Guardian/Custody	Setup > System > Table Maintenance – Simple > Tables
Follow Up School Status	Status (Within the school section)	Setup > System > Table Maintenance – Simple > Tables
Excellent Very Good Good Fair Poor Table	How well getting along with Teachers? With Peers With Family	Not modifiable
Yes No N/A	Pregnant (Female Only) Fathered a Child?	Not modifiable
Employment Status	Employment Status	Setup > System > Table Maintenance – Simple > Tables
Follow up reasons not receiving MH Services	If not why?	Setup > System > Table Maintenance – Simple > Tables

Provide Access to the Relevant Formset Member

The Post Discharge Follow Ups are maintained here: Client > Client Information > Critical Information > Post Discharge Follow Ups.

To provide access, navigate to: Setup > Security / Access > Navigation Access Setup > Access to Forms.
Provide access to Post Discharge Follow Ups as appropriate.

Note: Add, edit, and /delete access is determined on the Event level.

Provide Access to the Relevant Events

Navigate to: Setup > Security / Access > Worker Roles > Security for Events.
Scroll down to the Event Group Post Discharge Follow Ups, and provide access to the Events which will be used by the Agency, and to which this role should have access.

Using Workflows to Trigger the Post-Discharge Follow Ups

To improve the experience for the end-user, as well as to improve the likelihood of compliance, it is highly recommended to use workflows to trigger these Post-Discharge follow ups.

Set Up a Workflow

The Post Discharge Follow Up events must be connected to an Event Group in order to be able to be connected to workflows. Navigate to one of the following locations:

Setup > User Tools > Event Groups – System > System Event Groups
Setup > User Tools > Event Groups – User > Event Groups

Note: Either option is appropriate; the choice is based upon the Agency’s setup choices.

Scroll to the bottom and select the ellipses to connect the Post Discharge Follow Up Events which will be used by the Agency.

Note: In the following example, the System Event Group, Client Generic Events, has been used.

Select the appropriate event(s), such as 06 Month Follow up and 12 Month Follow up, and click Save.
Navigate to Agency Setup > Workflows Setup > By Type > Client and set up the workflow according to the Agency’s regulations and expectations. An example is provided below for illustrative purposes.

Activate the workflow. In the example above, if an individual is discharged from the identified program, the Primary Worker will be assigned to complete an ’06 Month Follow up’ after 6 months.

For more details on how to set up workflows in general, refer to the ‘Individual Workflow Setup’ guide in the Wiki.