Participant Services and Practice Management - Overview

Participants are brought into the system through an intake session that is facilitated by staff, or if your organization has the kiosk module add-on, by the participant via self-service.

As with all session types in RecoveryLink, this intake session can be fully customized using the RecoveryLink customization engine (available to enterprise administrators).

New 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). Following intake, any other staff user is permitted to access the new participant and a supervisor or higher staff user can reassign the primary staff member as needed.

At the completion of an intake, the participant record and membership are created and the participant profile will be available in the all participants or my participants (for assigned staff member) views. The intake also starts the first service episode of the participant which will end when a discharge session is completed. Additional service episodes can be started as needed for a participant from the manage services view from the participant profile.

All participants in an active service episode 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).

Participants automatically have a current status assigned by the application. These include active engaged (activity in the last 30 days), active unengaged (no activity in the last 30 days but service episode remains open), and inactive discharged (past service episode closed and not currently getting services). For customers with the add-on kiosk module, you will also see the status of Inactive Kiosk Member to denote those guests who visit your sites but have to date never engaged with a peer in a full service episode.

Participants may only have one active service episode at any time, which can be managed in Manage Services from the participant's profile. Participants of any inactive status can have a new service episode started from the Manage Services section of the participant profile. Doing so will perform an intake reactivation session for the new service episode, with values pre-populated from the most recent saved data of the participant.

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.