HIV Status Field on Cases

Content

  • Introduction
  • Security Level Requirements and Access
  • Enabling the HIV Status Field on Case
  • Making the HIV Status Field on a Case Required 
  • Where the HIV Status Field is on a Case

Introduction

This article is meant to provide you with details about the extendedReach HIV Status Field on Case. If you have a question not addressed here, contact support at support@extendedreach.com

Security Level Requirements and Access

You must be an Agency Administrator to access the "Administration" menu on the left side of your Workspace.

Enabling the HIV Status Field on Case

Navigate to Administration menu on the Workspace to Organization Settings > Organization Preferences.
Image: “Organization Settings Staff Access Screen”
Select the Settings tab and click the Edit button on the top menu. Scroll to the Additional Settings section and search for "Cases: Show HIV Status” in the Filter settings: search box.
 
Check the box for "Cases: Show HIV Status".
 
Image: “Organization Settings Screen”
To configure options for the HIV Status field, navigate to the Keywords tab > Other tab. Scroll to the HIV Status textbox. Add the needed options and click the Save button on the top menu when done. 
 

Image: “Organization Keywords and Other tab Screen”

To make the HIV Status field required, navigate to Administration menu on the Workspace to Program Settings > Programs > Name of the Program to require the field on.

Select the Setup tab and click the Edit button on the top menu. Scroll to the Required Case/Referral Fields section and check the box for "HIV Status" and click the Save button on the top menu when done.

Image: “Workspace Program Settings Screen”

Image: “Program Settings Setup tab screen”

Where the HIV Status Field is on a Case

When on a Case navigate to the Heath tab > Summary tab. See the Chronic Health Conditions section and see the HIV Status field.

Image: “Case Health tab screen”

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