PROMIS Version 4.5 Update 6/16/2008

Click here to download the full PDF Documentation of the PROMIS 4.5 Update

Highlights:

- Major PIR Enhancements such as having the ability to run the PIR for a specific location.
If PIR is run for a specific Center, the PIR will report only on services received while the child was enrolled in that specific center.

- Added new CDC 2008 Schedule and CDC 2008 At Risk Schedule.

- New Report Image feature in the Report Directory. Users can now click on an icon and see example of a completed report.

- New Reports such as the Children Missing Attendance Report which lists children and dates where Attendance is blank.

PROMIS Update 4/28/08

Updated Reports

Child Outcomes - Percentage of children by Result - Aggregated Report.

Primary Care Provider (Child) - With.
Display in report choice made in Provider Type.

List of Children on Waiting List (Current)
Adjusted to ask user if they wish to 'show most recent address' or 'show all addresses'.

ALL Health Summary Reports – updated to display if Date is entered (and not Result as was done previously)

USDA Food Reimbursement report - Center / Class (USDA.rpt) Adjusted report to show a total for each classroom, a center total and a Grand total at the bottom of the page.

Activity Service Delivery Tracking - By Service Report updated to properly display 'General Service' and 'Detail Service' picklist information.

Added in the Filter settings to the top of the following reports:

Age of Child in Years - Pie Chart
Child Screening/Assessment - Percentage Complete - pie
Educational History (Pie Chart)
Family Type ( Pie Chart)
Head of Household Ethnicity Demographics - Pie Chart
Head of Household Gender Demographics - Pie Chart
Head of Household Race Demographics - Pie Chart
Housing Situation (Family) - Housing Payment Pie Chart
Housing Situation (Family) - Housing Type Pie Chart
Number of Eligible Children Per Family (Pie Chart)
Primary Language Spoken By Adults (Pie Chart)
Primary Language Spoken by Children (Pie Chart)
PROMIS Staff Language Demographics - Pie Chart
PROMIS Staff Race Demographics - Pie Chart
Staff Education History - Pie Chart Staff System Crystal
USDA Roster of Participants By Fee Status - Pie Chart

Resource Inkind Hours and Donations - Center/Agency Total
Updated report logic

Staff Trainings (Expired), Staff Trainings (About to Expire) Adjusted to be reflective of choice made in Staff Report Filter. If user selects CPR in Training, then report will only show where Category=CPR.

Expired and About to Expire reports (Certifications, Health Exams and Trainings). Adjusted report logic to look at all expired dates and report only if ALL items are expired.

Staff Demographics Report
Staff Demographics - Is/Was Head Start Parent
Added parameters to select either "Show Current Location" or "Show Entire History"?

Volunteer Inkind Hours and Donations - Cntr/Cls Total
Added results of: 1. Total Trip Hours for Class 2. Total Trip Hours for Center.

Family Over Income Calculations - list
Adjust report to search ONLY the MOST recent income and display if it is over income.

PROMIS Agency Concurrent User Account Utilization Report – Weekly
PROMIS Agency Concurrent User Account Utilization Report – Monthly
Adjusted reports to sort by Week or Month with most recent Week or Month first.

Staff Trainings (Expired)
Staff Trainings (About to Expire)
Adjusted to be reflective of choice made in Staff Report Filter. If user selects CPR in Training, then only show where Category=CPR.

New Reports

My Case Notes Data will be from Demographics / My Case Notes
Report will allow user to see title, case notes, date, case note type, and family member.

Over Income (100% to 130% and 130%)
Group A
All children where the Eligibility Income is greater than 100% AND they have SSI or TANF or Foster Care
List:
Name & DOB, Eligibility Income Date, Total PG, Elig Income and Percent PG
Group B
These children’s Eligibility Income is 100% to 130 % ‘Over Income’. Programs may serve up to 35% of their children from families with incomes of up to 130% of the poverty line. Group C These children’s Eligibility Income is 130 % or greater ‘Over Income’. Programs may serve up to 10% of their children from families with incomes greater than 130% of the poverty line.

#1 Display Funded Enrollment from Federal Funding in Class Sessions, where Type=Class from Program Session user is logged into

#2 Display count of children with Eligibility Income greater than 130% and do not have SSI, TANF or Foster Care

#3 Percentage of Children with Eligibility Income greater than 130 %. = #2/#1 If result is greater than 10%, display answer in red. Create new report called 'Staff Without Trainings, Health or Certifications' Have additional Report choices of: Training Type - list each type of training and check box Health Exam - list each type of health and check box Certification Type - list each type of certification and check box

Have a Date Range that searches based on Form Date (training, Health or Certification).

List Staff who do not have an item (based on the choices made) in the date range specified.

Group by Current Center Employed Display First Name, Last Name and Training/Health/Certification not received in date range.

Home Page

Task Manager
Changed 'View Extended Task Listings' to 'View Future Task Listings' since Extended Tasks are actually Tasks that occur in the future.

My Case Notes: Task Manager
Change text from 'Show my case notes only' to 'Show Case Notes only'

Prioritization
Added "Add Entire Category" for Referrals.

Application Printing
The MHS page 3 adjusted to show 'past 12 months'.

Family Demographics
Agency Use Field – Increased field size to 20
Added add blue PIR asterisk "Homeless in the Past 12 Months"

Family / My Case Notes page
User is able to click on column headings to sort results. Adjusted ‘View by Report’ to display Case Notes in same sort order as sorted on PROMIS Page.

Program Enrollment Eligibility Type picklist added ** to end of: Enrolled although over-income and... Enrolled based on receipt... Enrolled based on low income... Enrolled due to status as a...

When user chooses any Enrollment Status, PROMIS will automatically fill in the Eligibility Type. This is based on the Income selected as the Eligibility Income and the Income Sources.

“Enrolled although over income and no public assistance” IF current eligibility income is greater than Poverty Guidelines AND current Eligibility Income (check the Income Source is less than or greater than Public Assistance).

“Enrolled due to over income and disability” IF current eligibility income is greater than PG AND child has Disability = Identified, Identified with IEP or Identified with IFSP. This Type takes priority over the other ‘Over Income’ Status.

“Enrolled based on receipt of public assistance” IF current Eligibility Income (check the Income Source = Public Assistance).

“Enrolled based on receipt low income eligibility” IF current eligibility income is less than PG.

“Enrolled due to status as a foster child” IF current Eligibility Income (check the Income Source = Foster Care/Adoption Subsidy).

Health: Insurance Provider
Added a red asterisk to the effective date field

Child General Health: assistive devices: Other.
Increased number of characters in the 'specify' field. Allow 25-30 characters.

Disabilities
Disabilities Services:
After entering the Status of:
• Identified
• Identified and IEP received or
• Identified and IFSP received

When user saves,
1. Add a New Record to Services Screen.
Date = date from Identified Status screen
Related to = Disability Service
Type = for one person
Family Person = person that has the disability
Service type = Direct Service
Who Provided = name from Involved Parties where Disability Screen = status of Identified, Identified and IEP received or Identified and IFSP
Has received or is receiving treatment: = Disability from Disability Services screen.
If Disability in Disabilities screen = IFSP – At risk, or IFSP – Developmental Delay or IFSP – High Risk, these are not added to Services screen (since they relate to EHS children)

2. When adding new Child Development Plan, (coming from Disabilities Services screen):
If Disability Screen Status = Identified, Identified and IEP received, or Identified and IFSP received, then make Child Development Plan Form Date = Status Date (from Disability Screen)
If Disability Screen Status = Identified Disability, then make Child Development Plan: Plan Type = IEP
If Disability Screen Status = Identified and IEP received, then make Child Development Plan: Plan Type = IEP
If Disability Screen Status = Identified and IFSP received, then make Child Development Plan: Plan Type = IFSP

Immunizations
Added check to make sure that 'Dose Date: 1st Dose, 2nd Does, etc' are entered in correct order and that 2nd Dose does not have a date prior to 1st Dose.

Oral Health
Updated Oral Heath Screen for ease of reading.

Oral Health Exam
When entering a new Oral Health Form and child has an active Medical Provider = Dentist, PROMIS will automatically insert Provider (or Contact) name (from Medical Provider) into Oral Health Form, Medical Provider.

Physical Exam
When entering a new Physical Exam Form and child has active Medical Provider = Doctor, PROMIS will automatically insert Provider (or Contact) name (from Medical Provider) into Physical Exam Form, 'Completed by Provider'.

Class/Caseload
Attendance Screen
Add a '#' column on left side of Attendance screen.

Participants Screen
Adjusted logic to ensure that children marked as 5th Year Enrollment are reenrolled as 6th Year Enrollment, if user chooses to Automatically Increase Enrollment Record

Staff Employment Screen
Salary 'period' picklist, added option for 'twice a month'.

Staff Employment and User Access
When a staff member is given an end date for employment, user is prompted with:
"You have ended the staff's current position. Do you also wish to remove the staff's PROMIS access?"
If user chooses Yes, then Staff User Access = Inactive. and message is displayed: "xxxx's PROMIS Access has been Deactivated."
If user chooses No, then no changes are made to Staff User Access.

Resources and Health Screens
In the Service Provider Details screen added option "Agency operates as an:":
1. Indian Health Service Center
2. Migrant Community Health Center
3. N/A

If a Service Provider is selected for Child--Health: Medical Provider and if Service Provider Details has "Agency operates as an:" Indian Health Service Center, then automatically place a check in Child--Health: Medical Provider -- Receive services through Indian Health Center.
If Service Provider Details has "Agency operates as an:" Migrant Health Service Center, then automatically place a check in Child--Health: Medical Provider -- Receive services through Migrant Health Center.

System Administration and USDA
Added question called: 'CACFP/USDA Agreement Number'. allow user to upto 25 characters
Results are linked to the ‘Report Daily Meal Count and Attendance Form - Version II’ and inserted in 'CACFP/USDA Agreement Number - TX No.' .

System Administration
Data Doctor
Retrieve Duplicate Attendance Records added checkboxes to allow user to select more than one records at once and added a date range as a filter.

Data Dr - Combining Records – Combining Providers
Updated and Enhanced to combine Timesheets, Donations and Contacts

Deleted Family Member Search Results
Adjusted Deleted Date column to sort by year then month.

In System Admin, Class Session Management - create new class session Children who have 5th year enrolled are incremented to 6th year enrolled.

Class Session(s) Management - Create New Session
In step #3:
Added check to make sure that End Date is greater than Start Date for: Enter New Class Session: Start Date and End Date

Class Session(s) Management - Create New Session
Enhanced backend logic to speed up page performance.

User Security Settings: Group Tab
Changed word from 'Delete' to ‘Remove User from this Group'

Forms
Updated Spanish Language Forms

Groups
Enhanced Screens to remember user settings
Enhanced Sign-in Sheet to print in Adode
Added Staff and Provider Information to Sign-in Sheet

PIR
Adjusted calculations for
A29b
B1b
B22A1 - Total Number of Family and Community Partnerships Staff. Adjusted logic to only count where staff have an employment record during the PIR Date Range AND position meets requirements in PIR Config Tab for 'Family Workers' and 'Family and Community Partnerships Supervisors'.

Section C. Section C is now based ONLY on children counted in A14.

C9b PIR logic was corrected

C35
For What curriculum model does your program use as its primary foundation? Added choice of Other and allow user to specify name of Curriculum Model.

PROMIS Updates 1-21-08

TABLE OF CONTENTS

New Reports

Average Enrolled Attendance Absence Reason Percent.

Child Developmental Screening/Assessment with Follow-up Needed
Will display children from Child Developmental Screening/Assessment screen that have ‘Follow-up
Needed” marked as Yes.

Child Medical Information report Condensed Version.
Same as Child Medical Information report, but will display more than one child per page.

Children with Allergies no page breaks
Same as Children with Allergies report, just removed the page breaks between each child

Daily Meal Count and Attendance Form Version II.
Report will always display children that are enrolled. It does not matter if they have attendance entered or
not. Report can be distributed to teachers (prior to start of the week) to collect attendance. Then at
end of the week attendance can be entered into PROMIS.

Nutritional Assessment / Needs Treatment
Will display children if Needs Treatment = True AND Received Treatment = FALSE.

Nutritional Assessment / Received Treatment
Will display children if Received Treatment = True.

Resource Inkind Hours and Donations –Center/Agency Total
User can enter Date Range to specify date range to report on Donations/Timesheets.
Report will group by Center, Agency and Grand Total based on entry in Donations or TimeSheet
‘Agency/Center’.

Waitlist by Points

Updated Reports
Activity Service Delivery Tracking By Service
Added Parameter to report to allow user to choose from General Services

BMI Needs Treatment (Child) Report
Updated report logic.

BMI Percentiles
Updated report logic to pull children with a BMI over/under specific rates.

Child Health Summary - Condensed With Enrollment Calculation
Updated report to properly display Lead Testing results

Child Health Summary - Enrollment Calc With Urinalysis
Updated to pull correct Program Enrollment Start Date

Child Outcomes - Percentage of children by Result - Aggregated Report.
Updated report.

Children Insurance types
Updated report to list total number of records per Insurance Type - this will be a count of the number of
records (2)
List total number of children per Insurance Type - this will be a distinct count of children.
If a child is listed more than once in the SAME Insurance Type, child is given a Red Asterisk. (2)
At the end of the report, list Grand Total of Records. This will be a sum of #1.
At the end of the report list Grand Total of Children. This will be a sum of #2
Provide Summary of Each Insurance Type at very end of report.

Children with Oral Health History - Needing Treatment.
Adjusted report logic so that: 1. If treatment (checkbox) = true and Received Treatment (checkbox) =
false, then child is listed.

Children without Nutritional Assessment
Add a Date range to the report filter.

Early Head Start Disabilities Tracking
Enhanced report to only display children with a Suspected or Identified disability

Family Members With Strength and Needs Assessment
Added filter to allow user to specify the 'Family Assessment Form'.
If user does not specify a Form, then list all results.
Add to the right of 'Member Name', 'Family Assessment Form: _________'

Funding Source - Individual report
Updated report logic to properly display Federal, State and Other.

Head Start Disabilities Tracking
Enhanced report to only display children with a Suspected or Identified disability

Monthly Report
Added totals for all columns on the report.

Primary Care Provider (Child) - With
Added ‘Provider Type’ (Dr, Dentist, etc) to report. Eg ‘Doctor: Dr JW Putnam’

Staff Certification History – Individual
Added the following parameter to report:
Show only Current Staff Position.
Show all Staff Positions
If user chooses ‘Show only Current Staff Position’ then only list results where employment end date is null
or greater than today.
If user chooses ‘Show all Staff Positions (current and past positions)’ – then report will operate as it is
currently designed (staff shows up under all locations

Strengths and Needs Assessment
Added filter to allow user to specify the 'Family Assessment Form'.
If user does not specify a Form, then list all results.
Add to the right of 'Member Name', 'Family Assessment Form: _________'

Volunteer Inkind Hours and Donations - Center/Class Totals
Adjust report to show Volunteers where Center or Class is Unassigned and to count their records.

Volunteer Inkind Hours and Donations - Individual Totals.
Adjust report to show Volunteers where Center or Class is Unassigned and to count their records.

Volunteer Inkind Hours and Donations - Individual Total.
Report now includes (Total Hours, Mileage Amount, Fringe Amount, Timesheet Totals, Donation Totals,
and Total Amount)

Added Report Filter headings to the following reports:
1. Child Screening/Assessment - Percentage Complete – pie
2. Educational History (Pie Chart)
3. Family Type ( Pie Chart)
4. Housing Situation (Family) - Housing Payment Pie Chart
5. Housing Situation (Family) - Housing Type Pie Chart
6. Number of Eligible Children Per Family (Pie Chart)
7. Primary Language Spoken By Adults (Pie Chart)
8. Primary Language Spoken by Children (Pie Chart)
9. PROMIS Staff Language Demographics - Pie Chart
10. PROMIS Staff Race Demographics - Pie Chart
11. Staff Education History - Pie Chart Staff System Crystal
12. USDA Roster of Participants By Fee Status - Pie Chart
13. Head of Household Ethnicity Demographics - Pie Chart
14. Head of Household Race Demographics - Pie Chart
15. Head of Household Gender Demographics - Pie Chart
16. Age of Child in Years - Pie Chart

The following reports have been enhanced for improved efficiency:
1. CACFP OCTOBER 2006 STUDY
2. California Claim for Reimbursement
3. California Claim for Reimbursement - w/o Program Enrollment numbers
4. California Claim For Reimbursement Edit Check
5. California Reimbursement calculation work sheet
6. Child Care Center Enrollment/Eligibility Roster
7. Child Care Center Enrollment/Eligibility Roster - no meal required
8. Licensed CACFP Class Meal Information
9. USDA Food Reimbursement Report - Center/Class
10 USDA Food Reimbursement Report - Individuals
11. Health Summary (Child) - Condensed
12. Child Health Summary - Condensed - By Class
13. Child Health Summary (Individual)
14. Resumen de la Salud del Niño (Individual)
15. Health Summary (Child) - Detailed
16. CCI Child Health Summary by Class- With Enrollment Calculation
17. Child Health Summary - Enrollment Calc With Urinalysis
18. Child Health Summary - Simplified
19. Health Summary (Child) - Modified
20. Child Health Summary - Condensed With Enrollment Calculation
21. PROMIS Child Health
22. CCI Child Health Summary by Caseload- With Enrollment Calculation
23. Monthly Health Summary Report
24. Comprehensive Child Service Form
25. Families Without WIC
26. Children Without Vision Exam by Date Range
27. Children Without TB Test By Date Range
28. Family Members Without Strength and Needs Assessment
29. Children with Past Due Immunizations
30. Child Immunization Information
31. Children with Upcoming Immunizations Needed (by date range)
32. Immunization Health Report (Comprehensive, By Individual)
33. Children with Past Due Immunizations by Location
34. Child Immunization Health Report (Comprehensive)
35. Child Immunization Health Report
36. Children With Vision Exam by Date Range
37. Families With WIC
38. Children With TB By Date Range
39. Family Members With Strength and Needs Assessment
40. Families With Public Assistance
41. Physical Exam (Child) - With
42. Family Members Without Strength and Needs Assessment

Blank Forms
Updated the following forms:
Donations Form.pdf
Individualized Family Partnership Agreement Form.pdf
Services Form.pdf

Home Page

Task Manager
The Task Manager and certain PROMIS Screens have been enhanced to add to your Task Manager.
When ‘Follow-up Needed’ or ‘Next Review’ date is entered on these screens, A New Task will be
added to the Task Manager.
The Task Manager Enhanced Screens are:
Child Development Screening/Assessment Form
Child Development Plan
Mental Health Assessment Form
Child Oral Health
Physical Exam Form
IFPA Form

See end of document for specifics.

My Notes
User is now able to delete notes from this page.

Personal Settings
Add Service Provider Quicklist.
User can now add Service Provider AND Contact Person to Service Provider Quicklist

Family

Quick Search
On the Quick Search (located on left side of screen (Child, Staff, Volunteer). Adjusted so that when user
enters data into any of the 4 fields and presses enter key on keyboard, the Search Button is
executed.

Family Search Screen
Added 'Add New Family' option to the top of the Family Quick Search, Standard Search and Advanced
Search page.

Demographics
Added Puerto Rico as a state to picklist

When adding a new family, allow user to copy specific information from a pre-existing family member.
"When adding a new family member to an existing family you may select to copy from an already existing
family member the following information: Race, PIR A21, Ethnicity, Primary Language, Secondary
Language, English Fluency."

Income:
Updated Income screen to display information ‘As of the Income Collection Date’ AND ‘As of Today’s
Date’, so that Programs can see a Family’s status:
1. When their Income was collected and
2. What their status is today.

Income Verification
This item has been corrected: When user clicks on Edit for 'Income Verification', PROMIS was not
keeping the date that was previously entered.

Program Enrollment

'Program Eligibility Income'
Automatically populate the 'Program Eligibility Income' for a Family Member. Only after the 1st new status
is entered in the Program Enrollment screen. These steps are not performed if child already has a Status.

If Program Eligibility Income = empty, then choose most recent Family Income (where Family Income date
is less than or equal to Program Enrollment Status Start Date). Set Program Eligibility Income: Current =
Yes and set Program Eligibility Income: Date = Family Income Date

Case Notes
Case Notes can now be viewed by any person who has access to the Family’s record.

Health

Disability Services
Fixed display issue that prevented ‘Involved Parties’ from displaying properly.
Fixed error where when user selected Identified Disability and entered IEP, the Identified status would not
save correctly.

Growth Charts
From the Family Browser, user can select multiple children and display their Growth Charts

Immunizations
Add java check to check that no Dose Date is greater than current date (present date). If date is in the
future display message. ‘You are not allowed to enter a date in the future. Please correct.’

Add java check to check that Dose Date is greater than previous Dose Date. If date is less than or equal
to previous date, display message. ‘Please check the date, it is earlier than the previous date.’

Medical Insurance Provider
Made the Insurance Effective Date required.
Added check upon exiting Expiration Date, that Insurance Expiration date is null or after Insurance
Effective date.
Insurance Type Picklist }Add double asterisks after 'other health insurance'.
If 'Other Health Insurance' is selected, then a comments box is displayed.

Mental Health
Result of Staff Review: If ‘Reassess’ is selected, choices have been added to track:
1) “Reassessment Due by” (to collect date)
2) “Staff in charge of Reassessment” – show Drop Down box of Staff or Select button.
If “Reassessment Due by” Date is Entered, have it populate on Task Manager

If ‘Refer to Development Assessment’ is selected, add boxes that say:
1) “Developmental Assessment Due by” (to collect date)
2) “Staff in charge of Developmental Assessment” – show Drop Down box of Staff or Select button.
If “Developmental Assessment Due by” Date is Entered, have it populate on Task Manager

Increased size of Comments box
Track Assessment Areas } Field = Score. Increased the number of characters from 3 to 6 that can be
entered.

Nutritional History
If any of the Questions from ‘Child takes vitamin..’ to ‘Child needs medical treatment’ = yes, then show
comments box to the right of the question.
Added questions:
Child Needs Medical Treatment
Child Received Medical Treatment
Added Work Flow/Task Manager

Physical Exam
Added Blue PIR asterisk after 'Needs Medical Treatment'

Oral Health
Added Work Flow/Task Manager

Family Development

IFPA
Objective box.
Move 'Expected Completion Date' above Comments.
Move 'Completion Date' above Comments box
Moved Comments box to bottom and made larger.

Form Date. Added Blue PIR asterisk after Form Date

Services screen.
When ‘Completed date’ is entered, the Date, Related to, Type, General and Detail Category are copied to
the Family Development: Services screen.

Strength and Needs Assessment
Added the Strength Assessment name to Summary Screen

Home Visit
Home Visits and Services Screen Interaction

Home Visit Record is added to Services screen when
Home Visit: Service Outcome = “Un Scheduled Home Visit Completed” or
Home Visit: Visit Status = Completed

Enhanced Home Visit and Service Interaction and added items Activity/Services and Activity/Services
Detail (from Home Visit) to Services screen (when Home Visit: Service Outcome = “Un Scheduled Home
Visit Completed” or Home Visit: Visit Status = Completed or Home Visit: Service Outcome = “Completed”)

Class/Caseload

Attendance
Fixed error where user was receiving the message “You have made changes to the screen” without
attempting to leave the screen.

Groups
When user chooses Group Feature: Health: Medical Test and enters in Height and Weight and saves, the
BMI will now auto-calculate in the Child Health: Measurement screen.

Print Sign In Sheet
Added new feature for user to Print a Sign-in Sheet for Events

Staff
Add function to allow users to merge duplicate Staff records into one.

Volunteers
Added to the Volunteer Demographics 'Who can see this volunteer' the ability to Add a New
Organizational Record.

System Administration

Custom Immunization Scheduler
Enhanced Immunization Schedules to have page load quicker.
Enhanced “Is a Late Start’ logic.
Added to Edit Screen of Sub Schedule Timetable Name the text:
"If Sub Schedule is selected and ‘Is a Late Start’ = Yes, then the Next Due date will be calculated based
off of the child’s last Immunization date PLUS the minimum interval (in months)."

Data Doctor
Enhanced Combining Items for Resources
When Resources are combined all Timesheets and/or Donations are brought from the ‘duplicate’
resource, to the good resource.

Data Utilities

PIR Ad-Hoc Request
Added Java check that ‘End Date’ is after ‘Start Date’.

Performance Indicators
Enhanced Performance Indicator Log so user is able to review each ‘mini’ PIR that is run for each
delegate, center or Program.

PIR
Updated logic for PIRA7
Updated logic to C9 to only pull children who have all required screenings as identified in Configuration for
C9.

Increased the size of blue asterisks for greater clarity and ease of identification.

PROMIS LogOff
Added warning sign if user clicks on Internet Explorer ‘red x’

Task Manager Efficiency
Enhanced Screens for greater Task Manager Efficiency
The following are a list of PROMIS Screens that ask for ‘Follow-up’ or Next Due dates.

Child Development Screening/Assessment Form

If Next Due Date is Entered, have it populate on the Task Manager
Title = Screening/Assessment Next Due
Family (HoH) = HOH of the family
Family Member = person this form is for
Data Form = Reminder
Assigned Staff = Staff Member Signed
Other Staff who can view this item = Staff member who is logged into PROMIS
Due Date = Next Due Date from form
Status = Pending

If “Followup Needed” = “Yes” and Date is not null, then have it populate on Task Manager
Title = Screening/Assessment Follow-up Needed
Family (HoH) = HOH of the family
Family Member = person this form is for
Data Form = Reminder
Assigned Staff = Staff Member Signed
Other Staff who can view this item = Staff member who is logged into PROMIS
Due Date = Follow-up Date from form
Status = Pending

Child Development Plan

If Next Review Date is Entered, have it populate on the Task Manager
Title = Development Plan Review Due
Family (HoH) = HOH of the family
Family Member = person this form is for
Data Form = Reminder
Assigned Staff = Staff Member Signed
Other Staff who can view this item = Staff member who is logged into PROMIS
Due Date = Next Review Date from ‘Development Plan’
Status = Pending

Mental Health Assessment Form

If ‘Reassess’ is selected, add boxes that say:
1) “Reassessment Due by” (and collect date)
2) “Staff in charge of Reassessment” – provide Drop Down box of Staff Quicklist and Select button.
If ‘Reassessment Due by’ Date is Entered, have it populate on Task Manager
Title = Mental Health Reassessment Due
Family (HoH) = HOH of the family
Family Member = person this form is for
Data Form = Reminder
Assigned Staff = Staff in charge of Reassessment field
Other Staff who can view this item = Staff member who is logged into PROMIS
Due Date = ‘Reassessment Due by’ Date from form
Status = Pending

If ‘Refer to Development Assessment’ is selected, add boxes that say:
1) “Developmental Assessment Due by” (and collect date)
2) “Staff in charge of Developmental Assessment” – provide Drop Down box of Staff Quicklist and Select
button.
If “Developmental Assessment Due by” Date is Entered, have it populate on Task Manager
Title = Mental Health Developmental Assessment Due
Family (HoH) = HOH of the family
Family Member = person this form is for
Data Form = Reminder
Assigned Staff = Staff in charge of Developmental Assessment field
Other Staff who can view this item = Staff member who is logged into PROMIS
Due Date = ‘Developmental Assessment Due by’ Date from form
Status = Pending

Child Oral Health

If Follow-up Date is Entered, have it populate on the Task Manager
Title = Child Oral Health Follow-up Due
Family (HoH) = HOH of the family
Family Member = person this form is for
Data Form = Reminder
Assigned Staff = Staff Member Signed
Other Staff who can view this item = Staff member who is logged into PROMIS
Due Date = dater from Child Oral Health “Follow-up” date field
Status = Pending

Physical Exam Form

If Follow-up Date is Entered, have it populate on the Task Manager
Title = Physical Exam Follow-up Due
Family (HoH) = HOH of the family
Family Member = person this form is for
Data Form = Reminder
Assigned Staff = Completed by Staff field
Other Staff who can view this item = Staff member who is logged into PROMIS
Due Date = Follow-up Date from form
Status = Pending

If Followup Date is Entered, have it populate on Task Manager
Title = Physical Exam Follow-up Needed
Family (HoH) = HOH of the family
Family Member = person this form is for
Data Form = Reminder
Assigned Staff = Completed by Staff field
Other Staff who can view this item = Staff member who is logged into PROMIS
Due Date = Follow-up Date from form
Status = Pending