Participant Services and Practice Management - Overview
Participant management in RecoveryLink 2.0 has important changes to workflow than our previous versions. Participants are brought into the system through an intake session, rather than a split brief intake and full intake. As with all session types in RecoveryLink, this intake session can be fully customized using the RecoveryLink customization engine (available to enterprise administrators). Newly intook participants are assigned to the staff member selected during the intake (default assignment is the performing staff, though any active staff member can be selected in the assignments block), though any other staff user is permitted to access the new participant and a supervisor or higher staff user can reassign as needed. Participants are intook either for full services or for referral only (replacing the legacy drop-in referral process) at the intake stage, which is a change from previous versions of RecoveryLink that had a separate drop-in referral option separate from the intake.
Service type as a concept also no longer exists in RecoveryLink 2.0. All participants have the ability to have any session type, including the creation of a recovery plan or brief check-ins (or any session type that you may create for your instance through the customization engine). For segmentation, RecoveryLink 2.0 maintains the use of program IDs but considers the status of a participant in new ways – primarily through active engaged (has had engagement in the recent past), active unengaged (has not had engagement in the recent past), or inactive discharged. There are also two types of participant types in addition to the core types described above which are kiosk members (those previously identified as RCC members who do not receive direct services, but come to an organization for activities and use the RecoveryLink kiosk to check-in) as well as those who have only received drop-in referrals, now referred to as Inactive, Referrals.
The completion of an intake now also starts a new service episode for a participant. Service episodes are the period of time that a participant is actively engaged in services of any type at your organization. Participants may only have one active service episode at any time, which can be managed in Manage Services from the participant's profile. An active service episode is completed automatically when a discharge session is completed (Note: for those participants intook as Referrals Only. the system will start and end a service episode automatically when the intake is saved).
Participants of any status can have a new service episode started from the Manage Services section of the participant profile. Doing so will perform a new intake session for the new service episode, with values pre-populated from the most recent saved data of the participant. Participants may also be shared or transferred to another RecoveryLink provider organization/enterprise with the appropriate permissions and consent.
The application interface for participants has been consolidated into a “My Participants” view as well as an “All Participants” view. As all staff have the ability to see and access all participants, these consolidated views along with the new additions of advanced filtering and searches, gives more control and efficiency to staff in finding and providing services to participants. These views also contain more insight into the makeup of participants, their current statuses, and if you use the core RecoveryLink templates, real-time data from the Recovery Support Index or Recovery Capital.
Taking action (performing sessions, making referrals, etc.) with any participant always occurs from the participant profile (quick actions besides manage services are no longer used in participant lists). For all actions, staff should first find the desired participant in one of the participant views and select the appropriate profile to then take action.
My Participants View
All Participants View
