The eCHAT Summary Report is created for an individual with the current data on eCHAT. Changes to the sections from where the eCHAT Summary Report collects data may result in a message asking the user to save a particular section of an eCHAT again. Since approved eCHAT forms cannot be edited, they have to be discontinued and the data copied to a new form.

Please follow the steps below to create new eCHAT Due to Change in the Acuity Level:

  1. In the Health tab of the Dashboard, click on the Search link in the CHAT row.



  2. On the ‘Comprehensive Health Assessment Search’ page, enter search parameters to narrow down the search result and click on the Search button.



  3. From the search results, click on the Form ID of the eCHAT you would like to view.



  4. At the bottom of the eCHAT form, click on the Discontinue and Copy as Draft button. This will save it as a draft and will appear as a count on the Worklist link under the Comprehensive Health Assessment section of your Dashboard.



  5. Next, in the To Do tab of the Dashboard, click on the count beside the Worklist link under the ‘Comprehensive Health Assessment’ section.



  6. From the Comprehensive Health Assessment list, click on the form which you want to open.



  7. Scroll down to the bottom of the eCHAT form and click on the Approve button. This will approve the eCHAT with the new Acuity Level.



  8. Re-approval of eCHAT (by the procedures mentioned above) will be necessary for the changes in the MERP/HCP rules to take effect and reflect in the eCHAT Summary Report.

Related User Guides:

Last Updated: Nov 3, 2016