Personal: Demographic Information
This section will explain how to view a participant's demographic information. These directions assume that you have already selected the participant you wish to work with. (See section titled "Selecting a Participant" for assistance.)
Current Participant
You will see the name of your selected participant displayed at the top of the page.
Demographic Info
When you search for a participant, the "Participant Demographics" page is the default page that appears after the search. If you need to navigate to the "Participant Demographics" page follow the instructions below:
1. Click the "Personal" link.
2. Click on "Demographic Info" from the drop down menu.
Participant Demographics
1. Change: To make changes to the participant's basic demographics, click the "Change" button. (See the "Change Participant Record" section below.)
2. Delete: To delete a participant', click the "Delete" button. (See the "Delete Participant" section below.)
3. Membership: To make changes to the participant's membership, click the "Membership Transactions" button. (See the "Membership" section below.)
4. Password: To change the participant's password, click the "Password" button. (See the "Change Participant Password" section below.)
5. Physician Clearance: To enter information from the participant's physician clearance form , click the "Physician Clearance" button. (See the "Physician Clearance" section below.)
6. Enter Participant Service Note. (See the "Enter Participant Service Note" section below.)
7. Quick Messages. (See the "Quick Messages" section below.)
1. Change Participant Record
1. This section allows you to change basic demographic information for the participant.
2. Enter New PCF: (See the "Physician Clearance" section below.)
3. Motivation Status / Login Requirements: If the check box is checked that means that that particular item is required. You can check, or uncheck, these boxes here based on the participant's login requirements.
4. Permit Wellness Profile Retake?: Check this box to have the participant retake their wellness profile (Permits but does not force a new Wellness Profile to replace previous data.)
5. Disabled?: To make the participant disabled (inactive), click the "Disabled?" check box. You would use this feature if a participant leaves either permanently, or temporarily. Once a participant is marked as disabled, they will be unable to check-in, or log into Motivation. (Disabled participants down not count towards your database size.)
6. Deny Motivation Login: Check this box to prevent participant's whom are enrolled, from logging into Motivation. They are still able to Check-In. When the participant attempts to login to Motivation they will receive the following message: "Approval Denied: Your application for membership in the Motivation online health and wellness program has been denied. If you have questions about this decision, please contact your local wellness coordinator."
Click the "Submit" button to save your changes.
2. Delete Participant
1. Commit: To confirm the deletion click the "Commit" button. Please note there is no undo for this action.
2. Cancel: Click the "Cancel" button to exit without deleting the participant.
3. Membership Transactions
1. Reset Folder Expiration: Click the Reset Folder Expiration to update the record to reflect the latest transactions. Occasionally if you delete a transaction, for example, it will not update the "Expires:" field.
2. Delete: Click the Delete link next to the transaction you wish to delete. You will be prompted to verify the transaction deletion.
3. New: To enter a new membership transaction click the "new" button. (See the "Enter Membership Transaction" section below.)
4. Back: Click the "Back" button to return to the previous page.
Enter Membership Transaction
1. Membership Type: Select the membership type from the drop down menu.
2. Start Date: Enter the membership start date, either by entering the date directly or by clicking on the calendar icon.
2. End Date: Enter the membership end date, either by entering the date directly or by clicking on the calendar icon.
Click the "Submit" button to save your changes.
4. Change Participant Password
1. Enter New Password: Enter the new password for the participant.
2. Re-enter Password: Reenter the password to confirm.
3. Require User to Change Password on Next Logon: Check this check box if you wish to force the participant to renter their password at their next logon.
Click the "Submit" button to save your changes.
5. Physician Clearance Forms / Notes
1. This section shows previous PCF's entered. To delete a previously entered PCF, click the Delete link.
2. Date: Enter the date of the PCF, either by entering the date directly or by clicking on the calendar icon.
3. Good For: Enter the number of months that the PCF is valid for.
4. Physician: Enter the name of the physician that completed the PCF.
5. Notes: Enter any notes that you wish to record from the PCF.
6. Note: High-risk release on file: This draws your attention to the fact that the participant has signed a high-risk release form. (This form can be used as an alternative to the PCF, which the participant can agree to. This option can be configured under Content: BSDI Core Content.)
Click the "Submit" button to save your changes.
7. Reset PCF Required Flag: Occasionally if you delete/add a PCF it will not update the participant's record to reflect this. By clicking the Reset PCF Required Flag link you force the update to the participant's record.
8. Back: Click the "Back" button to return to the previous page.
6. Enter Participant Service Note
1. Note Type: Select a category for the note from the drop down menu.
2. Enter the content of the note that you wish to record.
Click the "Submit" button to save your changes.
7. Quick Messages
1. Previous Messages: Any previous messages will be displayed here. Click the Delete link if you wish to remove the message from the message history.
2. Display Date: Enter the date you wish the message to be displayed, either by entering the date directly or by clicking on the calendar icon.
3. Show for: Enter the number of days that you wish the message to appear.
4. Message: Enter your message here.
Click the "Submit" button to save your changes.
Message: What the Participant will see
This is how the message will be displayed to the participant. It will appear at the top of their home page, just under the welcome message.
Categories / Employment
1. Change: Click the "Change" button to edit/update the categories/employment information.
Categories / Employment: Add / Change Participant Record
Here you are able to place the participants into different program groups, change their location and unit. Also you can enter/update the participant's employment information.
Click the "Submit" button to save your changes.
Address & Phone
1. Change: Click the "Change" button to edit/update the address & phone information.
Address & Phone: Add / Change Participant Record
Here you are able to enter/update the participants address, phone and contact information.
Click the "Submit" button to save your changes.
Usage Information
This page show a summary of the participant's Motivation usage information.