1. Transformation Accountability (TRAC) Center for Mental Health Services Version 10 October 2015 NOMs Client-level Measures for Programs Providing Direct Treatment Services (Services Activities) Data Entry Training Presentation

2. Training Overview Accessing the TRAC system Obtaining and managing a TRAC user account Data entry User roles/permissions Search/view/edit functions Data entry process Other features Availability of data TRAC Help Desk contact information 2

3. Training Outcomes By the end of this presentation, you should: Be able to access the TRAC system Be aware of the TRAC data collection & reporting requirements Know how to enter data in TRAC Be able to download data from TRAC 3

4. Accessing TRAC 4

5. TRAC Homepage

7. 7 Obtaining a TRAC User Account

8. 8

9. Usernames and Passwords Username format: First initial of the user’s first name, and Full last name Passwords: Temporary passwords generated initially & sent to email address provided by grantee management At initial log-in, prompted to create a new password before being permitted access to the system Expire every 180 days (prompted to reset password by system) 9

10. Password Requirements Passwords must be: Between 6 and 15 characters long Contain at least one uppercase letter Contain at least one number 10

11. Security Precautions Services Activities data is sensitive information. To protect consumer identity: Access to consumer information is password- protected Collect only month and year of birth Do not use any identifying information in the Consumer ID Do not record consumer names on the Services tool 11

12. Security Precautions Security Precautions (Continued) Simple privacy practices Do not post user IDs or passwords where others may view it Do not share usernames & passwords—one username/password assigned per person Immediately retrieve consumer data from the printer Use MS Windows password protection as an additional security measure 12

13. 13 My Profile Page

14. 14 My Profile Page

15. 15 Update My Info Screen

16. 16 Update My Grant Only available to Project Directors (and Alternate Project Directors)

17. 17 Manage Accounts Only available to Project Directors (and Alternate Project Directors)

18. Disabling TRAC User Accounts Project Directors should disable a user’s account if: Staff members leave the project Staff member was given access in error Security breach is suspected TRAC Help Desk disables Project Director user accounts 18

19. TRAC Homepage https://www.cmhs-gpra.samhsa.gov 19

20. Logging On 20

21. Data Entry 21

22. Data Entry 22

23. Find Grant / Program 23

24. Find Consumer or Existing Record 24

25. View/Edit/Delete Existing Records 25 Make sure you have access to interview data before deleting (e.g., print summary page, paper tool)

26. Adding a Baseline 26 Use same Consumer ID across all episodes of care Inactivate current interviews to begin new episode of care (data stored in TRAC) Use same Consumer ID across all episodes of care Inactivate current interviews to begin new episode of care (data stored in TRAC)

27. Adding Reassessments & Discharges 27

28. Entering Interview Data 28

29. 29 TRAC Features

30. 30 TRAC Features

31. 31 TRAC Features

32. 32 System Alerts

33. 33 TRAC Features

34. Important Points Data Available 24 hours after entered for all reports Available immediately for data download Reports Available to CMHS and Grantees Data Download Available only to grantees 34

35. Access to Reports & Data Determined by user’s span of authority, associated grants/ programs * Site ID only available to Project Directors / Alternate Project Directors 35 Grantee Staff/ PDs/ Alternate PDs Enter/view/edit/delete records Run reports Download data* Grantee Staff/ PDs/ Alternate PDs Enter/view/edit/delete records Run reports Download data* GPOs/ Branch Chiefs/ Division Directors View records- not consumer interviews Run reports GPOs/ Branch Chiefs/ Division Directors View records- not consumer interviews Run reports

36. 36 Data Download

37. 37 Data Download Data Download (continued)

38. 38 Data Download Data Download ( continued )

39. 39 Data Download Excel Format HTML Format

40. 40 Logging Out

41. 41 Section H: Program Specific Questions Entire section reserved for program-specific questions If Section H is not required for your program, you will not see it in the system If Section H is required for your program, you will see it in the system Appendix A of the Question-by-Question Instruction Guide lists all programs that require Section H 41

42. 42 Transformation Accountability (TRAC) Resources Materials on the TRAC website https://www.cmhs-gpra.samhsa.gov/index.htm under General Info & Training > Services Training TRAC Help Desk Phone: 1-855-796-5777 Email: TRACHELP@westat.comTRACHELP@westat.com 42