Treat First - Vendor

Owned by Spencer
Last updated: Feb 10, 2022 by Emily Goleski
4 min read

To register a client, review our guide here: Client Registration

General Information

  1. You must have your own unique email address to have an account.

  2. All activity done using an account is tracked and recorded in STAR. Do not share your account information.

  3. It is important to know your organization's primary and/or secondary account manager for STAR. They will be able to answer most questions for you about how they want you to use the application.

  4. Online videos, super-quick guides, and comprehensive user guides are available on Manuals and Guides. For questions that can’t be answered by the online resources or your primary/secondary contact or any issues you may encounter in STAR, please email support@fallingcolors.com to create a support ticket.

  5. Any identifying client information sent through email is a HIPAA violation. Use only the STAR Client ID when needing to reference a specific client.

  6. The Tracking module for any given program provides quick links and information about important items specific to the program. This is located on the landing page for the program.

Project Tracking Items

Data Uploads:

From the Home screen:

  1. Click Take Action.

  2. Click File Type drop-down and click file type.

  3. Click Browse and find the file on your PC.

  4. Click Submit File.

  5. Records accepted/unaccepted are displayed below.

  6. Click the Errors (if indicated) to see any errored records.

  7. Make the necessary corrections to the records and re-submit the file.

Attendance Updates:

Tip: Attendance Updates should be completed on a regular basis by Providers to ensure that reschedules and no-shows can be recorded and reported for the Treat First program.

From the Home screen:

  1. Click Take Action under Attendance Update.

  2. Individuals requiring an attendance update will be displayed.

  3. Click the Status Update drop-down and click status.

  4. Click Update for the client.

Individuals with No Visits

From the Home screen:

  1. Click Take Action under Individuals with No Visits.

  2. Individuals registered but with no visits will be displayed.

  3. Click a Client ID.

  4. Client Dashboard is displayed.

Reports

From the Home screen:

  1. Click Run Report drop-down and click report.

  2. Click/Select Report Criteria.

  3. Click Run Report.

  4. Report details are displayed.

Adding and Completing Visits:

 

From the Client Dashboard:

  1. Click the Treat First Visits tab.

  2. Click Start New Visit.

  3. Self Check-in questions are displayed.

    1. Tip: Child Questions will display if the Client is <18 years old.

    2. Tip: Spanish Questions will display if the Language selected during registration was Spanish.

  4. Click the appropriate response for each question.

  5. Click Save.

  6. The completed questions are then displayed on the visit and the graph.

    1. Tip: The language can be changed for the questions by selecting the drop-down on the lower right side of the screen.

       

  7. Click Session Check-in.

  8. The Session Check-in questions will display.

     

  9. Click the appropriate response for each question.

  10. Click Save.

  11. The completed questions are then displayed on the visit and the graph.

     

  12. Click Complete Visit.

     

  13. Click Was the reason for the visit today completely addressed drop-down and click Yes or No.

  14. Click Was another visit scheduled drop-down and click Yes or No.

  15. Click If yes, when is the appointment field, and click next appointment date. (Not required if No is answered above)

  16. Click Visit Date calendar and click visit date if it occurred on a day different than today.

  17. Click Complete Visit.

  18. The completed questions are then displayed on the visit.

 

Tip: Most recent Visit is displayed on top. Click a Visit Date to expand and view visit details.

Tip: A new visit can be added even for a client that states another appointment is not needed.

Tip: Visits can be edited and deleted by clicking on the visit and clicking edit visit or delete visit.

Exporting Visit Information:

From the Client Dashboard:

  1. Click a Visit Date to view details.

  2. Click Export.

  3. Click Open.

  4. A PDF version of the visit will display and can be saved locally.

Questions

For any questions, email support@fallingcolors.com