Welcome To RecoveryLink
Logging in for the first time
The enterprise administrator will receive an automatic email when your instance is first set up. From this email, please use the one-time sign on link to activate your account and set your password for future use.
Reviewing enterprise and service organization details
With your new instance, you should first verify that the enterprise organization details, as well as any enterprise-owned service organizations are accurate. To accomplish this, log in and first navigate to to the enterprise sidebar menu item and select manage organizations. First, select edit for the (enterprise) organization and verify details for each relevant field and block within the organization details form. Save once complete. Next, navigate back to the manage organization's view and hit edit on the appropriate service organizations to verify details and save.
Add new staff accounts
Following verification of organization details, you should add your first staff accounts to your new RecoveryLink instance. Please note that enterprise administrators can only be added by RecoveryLink support staff. To add staff, first select the applicable service organization from either manage organizations in the side bar, or from the organization selector in the top left navigation bar. Once the service organization is selected, navigate to the organization sidebar menu item and select manage staff. From this screen, select add new staff member and input the required fields and complete all required blocks, and then save. Following new staff account creation, an automatic email will be sent to the account email provided with a single sign-on URL.
Setup program IDs
The next important step to complete for your enterprise, and potentially any owned service organizations, is to setup your program IDs. Program IDs are their intended purpose is discussed in this knowledge base. To create, first determine if you wish to create an enterprise program ID (used across your enterprise) or a non-enterprise ID (used at a specific service organization). To create enterprise IDs, navigate to the manage program ID within the enterprise sidebar menu. To create non-enterprise IDs, select the applicable service organization from the organization selector in the top left primary navigation bar and then select manage program IDs within the organization sidebar menu.
Once on the manage program ID page, you can select create new program ID and fill out the applicable fields and all required blocks to save the creation form. After creation, you may manage existing program IDs from the appropriate manage program IDs page as well.
Setup service locations
The next step to complete for your enterprise, and potentially any owned service organizations, is to setup your service locations. Locations are their intended purpose is discussed in this knowledge base. To create, first determine if you wish to create an enterprise locations (used across your enterprise) or a non-enterprise location (used at a specific service organization). To create enterprise locations, navigate to the manage location within the enterprise sidebar menu. To create non-enterprise locations, select the applicable service organization from the organization selector in the top left primary navigation bar and then select manage locations within the organization sidebar menu.
Once on the manage locations page, you can select create new location and fill out the applicable fields and all required blocks to save the creation form. After creation, you may manage existing locations from the appropriate manage location page as well.
Customize Enterprise Library
Within the enterprise sidebar menu, you will find the RecoveryLink customization engine (enterprise library) where all settings for your enterprise, including the data you collect across the platform, are available. First familiaze yourself with the customization enginge by reviewing the knowledge base, and then review all fields, blocks, and templates to ensure you are having staff collect and manage the data you care about. We reccomend each new customer take the following steps at a minimum:
- Review all templates available as default - edit and disable any templates across sessions, forms, and activity logs you do not wish to be available.
- Review all enabled templates - review the templates you will maintain and have enabled to ensure the information you wish to collect is included, and information you do not is removed. This is especially important for session templates where there is default blocks (such as session notes) that should only be included if the notes field is not also maintained in the session information block. It is important to review each template, block, and field that you will have enabled to ensure accuracy to your goals for data collection and service management.
Set up add-on modules and micro-services
Depending on your service contract, you may have additional add-on modules that need to be setup or customized. Please schedule your add-on module training with your account manager when you are ready to do so.
Implement Staff Training Plan
The RecoveryLink team recommends a self-onboarding time period of two weeks where your staff are instructed to login to the platform, familiaze themselves with the navigation, and input test data into the system. This should include test participants, test participant engagements and other types of data (referrals, documents, notes, assessments, appointments, etc), and organization activity logs. This two week period is a good time for staff to make mistakes and learn the platform. Please ensure to make each participant's last name "Test" so that the system will automatically scrub this data every two weeks. You may also email our support team to scrub test activity logs when you are ready to do so. If your enterprise or staff need live training, this is available at the additional cost outlined in your service agreement. Please reach out to your account manage to get this live training scheduled if needed!