Data Entry

The Way Back (TWB) Support Service Minimum Data Set is an extension of the Primary Mental Health Care Minimum Data Set (PMHC MDS); current PMHC MDS Data online User Guide for Data Entry is available to be viewed at https://docs.pmhc-mds.com/user-documentation/data-entry.html.

PMHC Client Data

For more detail on how to search, find, view, add, edit or delete Client PMHC data in the PMHC MDS, please visit the PMHC User Guide at https://docs.pmhc-mds.com/projects/user-documentation/en/latest/data-entry.html#client-data.

PMHC Episodes

For more detail on how to find, view, add, edit or delete Client PMHC Episode data in the PMHC MDS, please visit the PMHC User Guide at https://docs.pmhc-mds.com/projects/user-documentation/en/latest/data-entry.html#episodes.

TWB-Episode

You can view a client’s episodes through Viewing a Client’s details available on the Data Entry tab, by following these steps:

Viewing a Client’s PMHC Episode

You can view a client’s TWB episodes through viewing a client’s details available on the Data Entry tab, by following these steps:

  1. Search for the client using one of the three search fields.
Client Search View
  1. Click on the Client Key in blue displayed within the table list.
Client Search View
  1. From the Client’s Summary tab, you can shortcut straight to an episode by clicking the Blue Episode Key displayed in the snapshot of the five most recent episodes.
Client Data Summary View
  1. Alternately, if you would like to view all episodes you can click on the Episode Tab. The heading for this tab displays in brackets the total number of episodes recorded in the PMHC MDS for this client at Provider Organisations for which you have access.

A table will display all the Client’s Episodes at Provider Organisations for which you have access.

Client Data Summary View

A Drop down list is available to view:

  • All Episodes
  • Currently Open Episodes
  • Closed Episodes
Client Episodes Sort View

To view the Client’s Episode details, click the Blue Episode Key.

Client Episodes Details View

A page will display the Client’s PMHC Episode details.

Adding a Client’s TWB Episode data

You can edit a Client’s PMHC Episode details through Viewing a Client’s PMHC Episode available on the Data Entry tab to add a Client’s TWB Episode data, by following these steps:

  1. Once Viewing a Client’s PMHC Episode.
  2. From the Client’s Episode table, click the Episode Key.
  3. Click Edit Details tab.
  4. Add !wayback in the ‘Tags’ fields and press tab
Client Episodes TWB Tag

5. Scroll to the bottom of the PMHC Episode Add the Client’s TWB Episode details. Mandatory fields are marked with an * . (Specification TWB Episode Data Elements)

Client Episodes Edit Details

You can also add the following information if available, or these can be added later:

  1. Click the blue ‘Save’ button. (If you decide not to add TWB data, you can simply navigate away from this screen)

You will receive confirmation that the Client’s Episode details have been saved, and it will now be displaying.

Client Episode Data Saved Successfully

If you receive an error message, the data will need to be corrected before the record is saved and added to the PMHC MDS. See Validation Rules - TWB Episode

Editing a Client’s TWB-Episode data

You can edit a Client’s PMHC Episode details through Viewing a Client’s PMHC Episode available on the Data Entry tab, by following these steps:

  1. Once Viewing a Client’s PMHC Episode.
  2. From the Client’s Episode table, click the Episode Key.
  3. Click Edit Details tab.
  4. Scroll to the bottom of the PMHC Episode.

Update the Client’s TWB Episode details. Mandatory fields are marked with an * . (Specification TWB Episode Data Elements)

Client Episodes Edit Details
  1. Click the blue ‘Save’ button. (If you decide not to save changes, you can simply navigate away from this screen)

You will receive confirmation that the Client’s TWB Episode details have been saved, and it will now be displaying these new details in the Episode View Details tab.

Client Episode Data Saved Successfully

If you receive an error message, the data will need to be corrected before the record is saved and added to the PMHC MDS. See Validation Rules - TWB Episode

Deleting an TWB Episode

Removing the !wayback tag will delete an TWB Episode, through Viewing a Client’s PMHC Episode available on the Data Entry tab, by following these steps:

  1. Once Viewing a Client’s PMHC Episode.
  2. From the Client’s Episode table, click the Episode Key.
  3. Click Edit Details tab.
  4. Click on the cross on the !wayback tag to remove it.
Client Episodes Edit Details
  1. Click the blue ‘Save’ button.

    Deleting the The Way Back Episode data will also delete the:

    • Primary Nominated Professional Contact,
    • Critical Incidents, and
    • Recommendation Outs.

    However any associated measures will be retained.

    Client Episodes TWB Delete Details

    Please note: Once the collection occasion is deleted, you will not be able to recover this collection occasion data.

  2. Click the red ‘Confirm’ button to delete the data. (If you decide not to delete the data, you can click the blue ‘Cancel’ button)

    Client Episode Data Saved Successfully

Collection Occasions

Viewing a Client’s Collection Occasions for an Episode

You can view a client’s collection occasions through Viewing a Client’s PMHC Episode available on the Data Entry tab, by following these steps:

  1. Once Viewing the Client’s Episode.
  2. Click the Episode Collection Occasions Tab. This tab displays in brackets the total number of collection occasions recorded in the PMHC MDS for this episode.

A table will display all the Collection Occasions linked to this Client’s Episode.

Client Episode Collection Occasions Table View
  1. To view the Collection Occasions details, click the Blue Collection Occasions Key.
Client Episode Collection Occasions Details View

A page will display the Collection Occasions details as recorded via the Collection Occasion Data Elements.

Adding an TWB Client’s Collection Occasions data

You can add a Client’s Collection Occasions through Viewing a Client’s Collection Occasions for an Episode available on the Data Entry tab, by following these steps:

  1. Once Viewing a Client’s Collection Occasions for an Episode.
  2. Firstly double check the Collection Occasion is not already showing.
  3. Click the Add New Collection Occasion tab.
  4. Enter the Client’s Collection Occasion details for the TWB episode. Mandatory fields are marked with an * . (Specification Collection Occasion Data Elements)
Client Data Add Collection Occasions
  1. Click the blue ‘Save’ button. (If you decide not to add this client’s episode, you can simply navigate away from this screen)

You will receive confirmation that the Client’s Collection Occasion details have been added, and it will now be displaying these new details in the View Collection Occasions Details tab.

Client Data Saved Successfully

If you receive an error message, the data will need to be corrected before the record is saved and added to the PMHC MDS.

Editing a Client’s Collection Occasions for an Episode

You can edit a Client’s Collection Occasions through Viewing a Client’s Collection Occasions for an Episode available on the Data Entry tab, by following these steps:

  1. Once Viewing a Client’s Collection Occasions for an Episode.

  2. Click the Collection Occasion Key.

  3. Click Edit Details tab.

  4. Update the Client’s Collection Occasion details. Mandatory fields are marked with an * . (Specification Collection Occasion Data Elements)

    Please note: You can edit the Collection Occasion Key from this screen. See Editing a Collection Occasion Key.

    Client Collection Occasion Edit Details
  5. Click the blue ‘Save’ button. (If you decide not to save changes, you can simply navigate away from this screen)

You will receive confirmation that the Client’s Collection Occasion details have been saved, and it will now be displaying these new details in the View Collection Occasion Details tab.

Client Data Saved Successfully

If you receive an error message, the data will need to be corrected before the record is saved and added to the PMHC MDS.

Editing a Collection Occasion Key

You can edit a collection occasion’s identification key through Viewing a Client’s PMHC Episode available on the Data Entry tab, by following these steps:

  1. In step four when Editing a Client’s Collection Occasions for an Episode.

  2. From the Collection Occasion Edit Details tab, click the ‘Edit Key’ button.

    Client Data Edit Collection Occasion Key
  3. Type in the new collection occasion key and click ‘Next’.

  4. Double check the new key is correct and click save. (If it is incorrect, click back to re-enter the key or click the ‘cross’ in the top right to cancel this key change request)

You will receive confirmation that the Collection Occasion’s key has been saved, and the screen will now be displaying the updated collection occasion key details in the Collection Occasions View Details tab.

Collection Occasion Key Saved Successfully

Deleting a Collection Occasion

You can delete a Client’s Collection Occasions through ‘Viewing a Client’s Collection Occasions for an Episode’ available on the Data Entry tab, by following these steps:

  1. Once Viewing a Client’s Collection Occasions for an Episode.
  2. Click the Collection Occasion Key.
  3. Click the red ‘Delete’ button.
  4. You will either be displayed a Confirm Delete screen or a Cannot Delete screen

Confirm Delete

Please note: Once the collection occasion is deleted, you will not be able to recover this collection occasion data.

  1. Click the blue ‘Confirm’ button to delete this collection occasion. (or click the orange ‘Cancel’ button if you decide not to delete this collection occasion data)

    Client Collection Occasion Data Confirm Delete

After you click Confirm, you will receive confirmation that the episode has been deleted, and you will be redirected to View Episodes where the episode will no longer be displayed.

Client Collection Occasion Data Delete Successful

Cannot Delete

If the collection occasion you are trying to delete has any measures, you will not be able to proceed with deleting this collection occasion until all the related records have been deleted.

You can click on the link provided to view the client’s measures for this collection occasion, or click the orange Dismiss button

Client Collection Occasion Data Delete Successful

See Deleting a Measure from a Collection Occasion.

Collection Occasion Measures

Viewing a Client’s Collection Occasion Measures for an Episode

You can view a Client’s Measures added to a Collection Occasion through Viewing a Client’s Collection Occasions for an Episode available on the Data Entry tab, by following these steps:

  1. Once Viewing the Collection Occasion.
  2. Scroll down to the Measures

A table will display all the Measures linked to this Client’s Episode Collection Occasion.

Client Episode Collection Occasions Table View
  1. To view the Measure details, click the Blue Measure Key.
Client Episode Collection Occasions Details View

A page will display the Collection Occasion details as recorded via the Collection Occasion Data Elements.

Client Episode Collection Occasions Details View

Adding an Client’s Collection Occasion Measures data

You can add a Client’s Measure for a Collection Occasion through Viewing a Client’s Collection Occasions for an Episode available on the Data Entry tab, by following these steps:

  1. Once Viewing a Client’s Collection Occasions for an Episode.
  2. Firstly double check the measure is not already showing.
  3. Click the Add New Measure tab.
Client Data Add Collection Occasions
  1. Select the Collection Occasion Measure type.
Client Data Add Collection Occasions Measure Select
  1. Choose the Score Type, if it isn’t already pre-filled.
  2. Click the blue ‘Next’ button.
  3. Enter the Client’s Measure details for the Collection Occasion. Mandatory fields are marked with an * .
  1. Click the blue ‘Save’ button. (If you decide not to add this client’s measure, you can simply navigate away from this screen)

You will receive confirmation that the Client’s Measure details have been added, and it will now be displaying these new details in the View Measure tab.

Client Data Saved Successfully

If you receive an error message, the data will need to be corrected before the record is saved and added to the PMHC MDS.

Editing a Client’s Measures for a Collection Occasion

You can edit a Client’s Measure for a Collection Occasion through Viewing a Client’s Collection Occasions for an Episode available on the Data Entry tab, by following these steps:

  1. Once Viewing a Client’s Collection Occasions for an Episode.
  2. Scroll down to the Measures
  3. Click the Blue Measure Key.
  4. Click Edit Measure
  5. Update the Client’s Measure details. Mandatory fields are marked with an * .

Please note: You can edit the Measure Key from this screen. See Editing a Measure Key.

Client Collection Occasions Edit Details
  1. Click the blue ‘Save’ button. (If you decide not to save changes, you can simply navigate away from this screen)

You will receive confirmation that the Client’s Collection Occasions details have been saved, and it will now be displaying these new details in the View Collection Occasion Details tab.

Client Data Saved Successfully

If you receive an error message, the data will need to be corrected before the record is saved and added to the PMHC MDS.

Editing a Measure Key

You can edit an measure’s identification key through Viewing a Client’s Collection Occasions for an Episode available on the Data Entry tab, by following these steps:

  1. In step four when Editing a Client’s Measures for a Collection Occasion.

  2. From the Collection Occasion Edit Details tab, click the ‘Edit Key’ button.

    Client Data Edit Collection Occasion Key
  3. Type in the new collection occasion key and click ‘Next’.

  4. Double check the new key is correct and click save. (If it is incorrect, click back to re-enter the key or click the ‘cross’ in the top right to cancel this key change request)

You will receive confirmation that the Collection Occasion’s key has been saved, and the screen will now be displaying the updated collection occasion key details in the Collection Occasion View Details tab.

Collection Occasion Key Saved Successfully

Deleting a Measure from a Collection Occasion

You can delete a Client’s Measure from a Collection Occasion through ‘Viewing a Client’s Collection Occasion Measures for an Episode’ available on the Data Entry tab, by following these steps:

  1. Once Viewing a Client’s Collection Occasions for an Episode.
  2. Scroll down to the Measures
  3. Click the Blue Measure Key.
  4. Click Edit Measure
  5. Click the red ‘Delete’ button.
  6. You will be displayed a ‘Confirm Deletion’ screen.
Please note: Once the measure is deleted, you will not be able to recover this measure data.
  1. Click the blue ‘Confirm’ button to delete this measure. (or click the orange ‘Cancel’ button if you decide not to delete this measure data)
Client Measure Data Confirm Delete

After you click ‘Confirm’, you will receive confirmation that the measure has been deleted, and you will be redirected to the View Measures where the measure will no longer be displayed.

Client Measure Data Delete Successful

PMHC Service Contact Data

For more detail on how to search, find, view, add, edit or delete Service Contact PMHC data in the PMHC MDS, please visit the PMHC User Guide at https://docs.pmhc-mds.com/projects/user-documentation/en/latest/data-entry.html#service-contacts.

Please note: TWB adds an extra field Service Contact - Funding Source to the standard PMHC Service Contact.

Update the Client’s Service Contact details. Mandatory fields are marked with an * . (Specification Service Contact Data Elements)

For all Service Contacts provided under The Way Back please select “TWB”.

Client Service Contact Funding Source