Ongoing Participant Service Delivery

Following the start of a service episode (either through an initial intake or a new service episode start via manage services), participants may get services in a variety of ways, including: delivery of engagement sessions, collection of custom form data, updating of participant profile elements, receiving referrals to external providers, completing ad hoc recovery capital assessments, uploading of documents, and if the add-on modules are used, other activities such as telerecovery interactions or signing of documents.

Performing actions with a given participant always occurs from the participant's profile. This is found by first selecting the appropriate participant in the My Participants or All Participants view. Once selected, the selected participant's profile is loaded. Importantly, all data stored for a participant – including contact information, demographics, and recovery characteristics – is editable real-time and tracked for every change for more insight into ongoing analysis of changes. As RecoveryLink is a single state application, editing of this data is also done directly from the profile without the need for using unique data forms.

Key participant information is also updatable in different engagement sessions that use the participant blocks in their customized state as set by the enterprise administrator in the customization engine.

Importantly, the only blocks that are displayed on the participant profile are Contact Information, Demographics, and Recovery Characteristics. If these default blocks are not used in your customized instance, the participant profile will not display any information. However, any customization to these specific blocks in the customization engine will be dynamically displayed in the staff application view of the participant profile (the participant application portal will always display the default block structure for these blocks, and will not display any customized data collected by staff).

Each participant profile has a side bar for navigation to view and take important actions. These include core profile information, participant notes, the recovery plan, recovery capital and assessments, telerecovery services, engagements, referrals, custom data forms,, appointments, discharges, and manage services. The profile sidebar may have additional items (i.e., GPRA, employment, etc) if optional add-on modules are available to the enterprise and turned on.

Participant Profile View

Of important note, the recovery plan, various engagements (default templates are brief check-ins, recovery planning sessions, care coordination sessions, and group sessions), discharge sessions, and any custom data collection forms are completely customizable by an enterprise administrator. Every new RecoveryLink instance comes implemented with our default templates, but each of these elements is completely modifiable or changed by creating new templates for custom data collection or unique engagement types.

Each action that can be taken from the side bar of the participant profile will have different landing pages and features depending on the action itself. For actions such as engagements, assessments, and referrals, the landing page will show a table of past engagements and provide the ability to view and edit those historical data, or complete new actions.

Participant Engagements View

It is also possible to update the services an individual is currently receiving as part of their service episode by using Manage Services > Engaged Services. Previously engaged services were associated with the participant profile, however, they are now associated with the active service episode.

Participants may also have appointments scheduled by any staff member via the Calendar microservice (available either from the participant profile or the calendar icon in the top navigation bar). Appointments can be scheduled for a single instance or a recurring instance. Participants may also request new appointments with their assigned staff user from their participant application, if it is used.

Calendar and Appointments (Participant Profile View)

Participants may also have tasks assigned for completion by any staff member via the Tasks Hub, which will generate notifications and reminders for the participant when they login to the application or via email/SMS if the service is used.

Task Hub

Participants may continue to get services and updates to their profile in any manner while they have an active service episode ongoing with an organization. This is denoted by a status of "Active Engaged" or "Active Unengaged". Any participant without one of these active statuses will not be able to be engaged with or view historical information without a new service episode being started from Manage Services.

The engaged services block may be used by organizations to actively track the specific services that a participant is current engaging with or wishes to in the future. The engaged services block can be accessed from the participant profile > manage services sidebar menu item, or from any template that the engaged services block has been added to through the customization engine.

Updating Engaged Services

Participants can have their associated program IDs, default service location, and assigned staff member modified at any point while a service episode is active by using the corresponding action via Manage Services. Manage services is discussed at length in the Manage Services knowledge base article.

Updating Via Manage Services