General
Switching clients from one phase of treatment to another
Your client has completed a phase of treatment and is now moving to a different phase. (e.g Primary to Transitional) How do you change their status on My Recovery Plan? Watch the video above for a how to tutorial on changing clients status of ...
Explanation of the Recovery Capital Index Score (RCI)
You completed an assessment, and now you are in the results page. You have the positive recovery capital score, negative recovery capital score and the sum of those which is your recovery capital index. Now what do all these numbers mean, how did you ...
How to Edit Goal Templates
Are you a resource librarian? Do you need a refresher on how to edit Goal Templates? If you do not have access to editing goal templates and need access please let us know.
How to complete an assessment
In this video we will show you exactly how to complete an assessment, step by step instructions where to go to start and how to complete the Recovery Capital Assessment up until you get the Recovery Capital Index (RCI)
Explaining the Client Portal
What is the purpose of the client portal? What exactly are you able to do in the client portal? This video explains all of this for clinicians and for clients who want to learn more.
Explaining the Navigation Tab
What happens when you go into the Navigation Tab? What can you do in this tab that you can not do in the clients tab? Find out in this video.
Explaining the Hamburger Menu
In this video we explain every function that is in the hamburger menu. Watch this video for a detailed explanation of the hamburger menu.
Attaching goals to my clients plan
This article explains three functions of My Recovery Plan. Creating a Recovery Plan (Attaching Goals) How to Personalize Goals for a Clients Plan What to do if a goal does not show up in the suggested list after an assessment? In this video ...
Checking Off Client Goals and Navigational Support
This video helps navigators of My Recovery Plan check off goals for their clients and how to use the navigational support function of the system.
Resource Librarian Managing Resources
Managing Resources Files and Organizations can be added to the system to aid clients in overcoming their barriers to recovery. Adding new resources to the system begins with adding them to your Local Resource Library. Clients who are later "linked" ...
Creating Caseloads
Creating Caseloads Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Settings" and then click "Client Caseloads". Client Caseloads Sidebar Menu Item Step 2 Click on the green + button at the ...
Adding System Users
Adding System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage Staff Users Step 2 Click on the green [+] Add New User button at the bottom ...
Client List View Overview
Client List View Overview ARMS Client List View Elements - 1 & 2 Active/Inactive Clients Tab Click on the Active Clients tab once to display only the clients who are currently active in a program. Click on the Inactive Clients tab once to display ...
Uploading Documents to a Client's Record
Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Manage Clients View Step 2 Click on the Files tab and then click the "Upload ...
Discharging Clients
Discharging Clients Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "Clients" and then click "Manage Clients". Manage and edit clients Step 2 Select the "Active Client" from your client's list ...
Adding System Users & Assigning User Permissions
Adding System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage Staff Users Step 2 Click on the green [+] Add New User button at the bottom ...
Deactivating System Users
Deactivating System Users Step 1 Click on the "hamburger" to open the sidebar navigation menu then navigate to the bottom and click "System" and then click "Manage Users". Manage System Users Step 2 Select the system user you would like to remove ...
Adding & Deleting Client Notes
Adding Client Notes Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Step 2 Click once on the client you would like to make a note for to open up the client details section (the ...
Uploading Documents to a Client's Record
Uploading Documents to a Client's Record Step 1 Click on the "hamburger" to open the sidebar navigation menu and click "Clients" to access your list of clients. Manage Clients View Step 2 Click on the Files tab and then click the "Upload Documents" ...
Adding New Clients
Adding New Clients Step 1 Click on the Add New Client Button located in the bottom right hand corner of your screen. Add new client button Step 2 Complete all fields in the Client information Card under the General Tab. Reference Field Is Optional ...