Navigating Participants

Participant records can be accessed by navigating to the ‘Participants’ tab in the top navigation menu, or by navigating to the program that the participant is enrolled in. When navigating to a participant record, you’ll see the existing details of the record. Should you need to edit the record, you can click the grey “Edit” button. Each participant record is broken apart into several sections:

• Participant Detail
  • This section provides basic details regarding the participant, including name, program, birthdate, gender and other basic data points
• Contacct Information
  • This section provides details surrounding contact information, communication preferences, and address details
• Demographics
  • This section provides demographic data points often required for grant reporting
• Number of Children
  • This section allows for the entry of child custody details
• Legal Status
  • This section provides details surrounding the participant’s involvement in the criminal justice system
• Calling Preference
  • This section details the program participant’s calling preference
• Contact Consent
  • This section covers e-consent for contacting the program participant
• Recovery Vital Signs
  • This section includes links to Recovery Vital Sign Reports pertaining to the participant, which we’ll cover in more depth in the next section
• Forms
  • This section provides access to recent completed assessments, and provides the option to record new assessments for the participant
• Intake Information
  • This section details prior intake assessments, and provides the option to record new intake forms, which we’ll cover in more depth in the further sections
• Interactions
  • This section details prior interactions, and provides the option to record new interaction forms, which we’ll cover in more depth in the further sections
• TRS Logs
  • This section details prior TRS logs, and provides the option to record new logs, which we’ll cover in more depth in the further sections
• RC Logs
  • This section details prior RC logs, and provides the option to record new logs, which we’ll cover in more depth in the further sections