Create new eCHAT

To Create a new eCHAT form, you may follow the steps below:

1. Click on the New link under the Comprehensive Health Assessment area of your FirstPage or from the Dashboard under the To Do tab.

2. Select a Program.

3. Select an Individual.

4. Click on the 'Create New' button at the bottom of the eCHAT form.

5. All the sections in the eCHAT form will appear. Click on the 'Create' button for the section in which you would like to enter data.

6. Enter your required data in the selected section and Click on the 'Save' button to save your changes. Clicking on the 'Save and go to Next button' will save the current section and take you to the next section for more data to be entered. Once you have saved the sections you will be able to further edit it on the New or Worklist link

Useful Information The data in form which has been already entered in an Individual Data page or a Health Tracking form will auto-populate in the eCHAT form

7. To approve the form you have created click on the 'Approve' button at the bottom of the page.

8. To view a Pdf version of the form you have created, click on the Display PDF link at the bottom of the form.

Note After a form has been Approved it cannot be further edited. If there is a new assessment due for the same individual, you may "Discontinue & Copy" the current form (from Review link ). The 'copied' form will be a new, pre-populated and editable form.

Note The following message will be displayed at the end of approved e-CHATs if the Individual has been administered new medications that change the acuity level: In such a case, you may discontinue and copy to a new e-CHAT by clicking on the Discontinue & Copy as Draft button.