WELCOME YOU TO THE
CHILD DEVELOPMENT
INFORMATION
SYSTEM (CDIS) TRAINING
Environment Today
Using Training Environment
None of the data we enter, change or delete is ‘real’ data
Yellow bar at the top of each screen indicates training
Agenda – Morning Session
Timeslot
Duration
8.30 – 10.30
Topic
Introduction
Common features & Log in
Home Scheduler
Search (soundex)
Create & Update client
Birth History
Client Details screen
Morning Tea
15 minutes
10.45 – 12.30
Relationships
Create Contact popup
Address updates
Birth notification list
Client Details popup
Offer of a Home visit
Appointment Allocation
Lunch
45 minutes
Clerical Training
Agenda – Afternoon Session
Timeslot
Duration
Afternoon Tea
15 minutes
1.15 – 2.30
2.45 – 4.00
Active Lists Concept
Universal MCH Active List
Groups
Template,
Manage,
Waiting List,
Attendance &Outcomes
Book Clients in to Group
Afternoon Tea
4.15 – 5.30
Topic
Duplicate Tabs
Appointments – client & non client, Manual Appointments and icons
Schedule – multiple staff
Cancel Appointment
Availability
Bulk Re-Schedule
Overdue Appointments
15 minutes
Attachments
Client SMS
Custom Client letter
Correspondence history
Transfer Client
Batch Print
User information & Password
Feedback and Review
Feedback
 Sought throughout the day
 Anonymous
 Topics understood or not understood
 Too fast or too slow
 Feedback Review
 Improve the course
 Review topics - as class or individually
 Collect comments
 Report on the day
Housekeeping
 Refreshments
 Regular breaks throughout the day
 Lunch will be provided
 Tea, coffee and water available
 Mobile telephones
 Please set to silent
 For any urgent calls Please take talk outside
Computers
 Do you mainly use computers
 Just at work, or
 Regularly at home and work
 Would you describe yourself as
 A careful and methodical user, or
 A little more agile with computers
Viewing your screen
 Many computer users struggle to see the information
on their monitors – easy remedies at hand
 Ctrl Key and mouse wheel up


Magnify or reduce screen size
All screens including web pages
 Ctrl Key and + key (magnify) – key (reduce)

Only for web pages
DRA Computing Training Team
 Senior Business Analyst - David Sanders
 Business Analyst – Robyn Pendergrast
 Developer – Tom Buberis
 Application Trainers
Linda Walshe*
Meredith Moon
Ursula
 Manager Health Solutions – Keith Richards
 Managing Director - Anja Kriek*
*your trainers for today
Background and Purpose
 Background
 The M.A.V. called a tender 2014, for a system to support
the delivery of MCH services across Victorian Councils
 DRA Computing are proud to say we were selected
 We have been working jointly with Joanne Fittock and
Marilyn Duncan as well as a number of senior clinical
staff, and
 The MAV Project team managing the CDIS rollout
 Purpose today
 Train you in the CDIS Application
More About CDIS
 CDIS developed with WA Health (2008)
 Uses web-based technologies
 Statewide data base
 Real time system
 Immediately available anyone approved access & need
 Saved clinical notes will appear in report being run
 Only authorised access permitted
 Encrypted data transfer on par with
 Bank Level Security
More About CDIS
 Maximum use of lookup lists
 Easier data entry
 Consistent reporting
 Content under MAV control
 Data not lost if network connection lost
 Full audit tracking
 Comprehensive reporting
Home and Client
 There are two major areas within CDIS
 the Home screen and
 the Client screen
 Each screen has different functions
Home Screen
Client Screen
- see at login
- functions relating to
- multiple clients or staff
- e.g. Birth Notification list
- see when specific client
- functions relating to
- single client
- e.g. client details, services
Home Screen
Client Screen
Common Features - Header
 As you move from screen to screen
 Check whose screen you are in
 For long screens with a lot of information
 Scroll up to check
Tip: use Home and End keys
Common Features - Flags
 Active Flags for a client will appear as coloured
squares at the top of all client screens
 They are also displayed on their list entries
 Numbers indicate the number of Active Alerts for
that Flag
 Flags are set by the clinician
Common Features - Flags
 Flags that have previously been enabled
 That are no longer currently active
 Will be displayed as triangles
 Will be lighter in colour
Common Features - Dates
Date Drop down works by clicking on the down arrow
Common Features - Lookups
Lookups (or lookup lists) can be single selection type
Common features - Lookups
 Or they can be multiple selection types,
 each item has a check box
Don’t forget to click on the
Add button
Common features - Mandatory
 Mandatory Field
 Indicated by red asterix next to a field name
 Complete all mandatory fields to enable Saving Data
 Birth Date can be completed by ticking unknown
 If Unknown selected CDIS will display 1/1/1753.
Common features - Mandatory
 Mandatory Field Pairs
 Not all clients have additional needs
 The second question must be answered ONLY when
the first one is answered
Common features – Green Plus
When shopping you might
like the items on the shelf
You
them to the trolley
to select them
In the same way you need to
your data to the screen
to inform CDIS you have
finished
Common features – Green Plus
Row with Multiple data entry fields
1.
Enter the data
Common features – Green Plus
Row with Multiple data entry fields
Enter the data
2. Click
1.
Common features – Green Plus
Row with Multiple data entry fields
Enter the data
2. Click
3. Data appears on screen – NOW can be Saved
1.
Common features – Green Plus
Row with Multiple data entry fields
Enter the data
2. Click
3. Data appears on screen – NOW can be Saved
1.
Common features – Green Plus
Row with Multiple data entry fields
Enter the data
2. Click
3. Data appears on screen – NOW can be Saved
4. Use Red Cross
to delete a row
1.
Common features – Green Plus
Hidden data entry fields
1.
Some fields are hidden to streamline the screens
Common features – Green Plus
Hidden data entry fields
Some fields are hidden to streamline the screens
2. Click
opens the data entry fields
1.
Common features – Green Plus
Hidden data entry fields
Some fields are hidden to streamline the screens
2. Click
opens the data entry fields
3. Fill in the data and select a Create button
1.
Common features – Green Plus
Hidden data entry fields
Some fields are hidden to streamline the screens
2. Click
opens the data entry fields
3. Fill in the data and select Create button
4. Data appears on screen – NOW can be Saved
1.
Common features – Green Plus
Hidden data entry fields
Some fields are hidden to streamline the screens
2. Click
opens the data entry fields
3. Fill in the data and select Create button
4. Data appears on screen – NOW can be Saved
1.
Common features - Saving Data
CDIS has a Pair of buttons at end of major screens
 Save button
 Saves all data entered including any
‘ed data
 Cancel button
 Leave screen WITHOUT saving any data
Tip: may need to scroll down to find the buttons
Saving Data
After clicking on the save button you will see the
following confirmation message
** If you do not see this cheery face
the data has NOT been saved
Do NOT use Backspace Key
Either
or
As you will lose any data entered but not Saved
ONLY Exception cursor within a data entry field
Login
Once your site goes live – you will be given your URL
 You will see the logon screen as follows
 CDIS requires separate login for each person
Login – Managing Passwords
 Change your password every 30 days
 Grace period of up to 50 days if absent over that time
 Password cannot be re-used within 360 days
Password
Action
Expires after 30 days Update new Password
First 50 days
Grace - Access allowed to change Password
After 50 days
Locked out, Contact IT Support
3 Invalid Attempts
Locked out, Contact IT Support
Login – Managing Passwords
Login
 Please use http://mavtraining.cdis.ekids.com.au/
 User name and Password from feedback sheets
 To see the Agreement Screen:
Login
 Please use http://mavtraining.cdis.ekids.com.au/
 User name and Password from feedback sheets
 To see the Agreement Screen:
Login
 Please use http://mavtraining.cdis.ekids.com.au/
 User name and Password from feedback sheets
 To see the Agreement Screen:
Login
 Please use http://mavtraining.cdis.ekids.com.au/
 User name and Password from feedback sheets
 To see the Agreement Screen:
Home Screen - Features
Home Screen - Features
Home Screen - Features
Home Screen - Features
Home Screen - Features
Home Screen - Features
Home Screen - Features
Home Screen - Features
Home Screen – Features
Home Screen – Add Schedules
Home Screen – Day View
Note the
location of the
Clinicians
Name
Home Screen – Week View
Home Screen – Month View
Home Screen – Timeline View
Home Screen
Show Site Appointments
Client Screen – Via Search Screen
Create client button
enabled once full
search completed
Client Screen – Via Search Screen
Create client button
enabled once full
search completed
1. Whole State
2. Last name
3. List Search button
Client Screen – Via Search Screen
The M.A.V. procedure for searching Surnames is to
only use 1, 2, or 3 first letters of the Surname
e.g. If searching for Taylor
Use either “T”, “Ta” or “Tay”
This is to reduce the risk of misspelling
Create client button
enabled once full
search completed
1. Whole State
2. Last name
3. List Search button
Client Screen – Via Search Screen
Create client button
enabled once full
search completed
1. Whole State
2. Last name
3. List Search button
Create Client Button
available
Client Screen – Via Search Screen
Create client button
enabled once full
search completed
1. Whole State
2. Last name
3. List Search button
Create Client Button
available
Search Screen – Using Filters
Show Address
 Click Show Address
 Click list Search button
Soundex
 phonetic algorithm
 Indexing names by sound
Clients Only
Advanced Search
Client Screen – Via Hyperlink
Throughout CDIS
 On Schedule,
Client Screen – Via Hyperlink
Throughout CDIS
 On Schedule,
 Client Record,
Client Screen – Via Hyperlink
Throughout CDIS
 On Schedule,
 Client Record,
 List entries, etc.
Duplicate Tab
For example if a client rings for appointment while managing groups
Open second Tab
2. Enter Login URL
3. Use Client Noten
4. Close Tab when
finished
1.
http://mavtraining.cdis.ekids.com.au/Login.aspx
Clerical training
Duplicate Tab
For example if a client rings for appointment while managing groups
Open second Tab
2. Enter Login URL
3. Use Client Noteen
4. Close Tab when
finished
1.
Duplicate Tab
For example if a client rings for appointment while managing groups
Open second Tab
2. Enter Login URL
3. Use Client Not Pt
4. Close Tab when
finished
1.
http://mavtraining.cdis.ekids.com.au/Login.aspx
Duplicate Tab
For example if a client rings for appointment while managing groups
Open second Tab
2. Enter Login URL
3. Go to Schedule
4. Close Tab when
finished
1.
http://mavtraining.cdis.ekids.com.au/Login.aspx
Duplicate Tab
For example if a client rings for appointment while managing groups
Open second Tab
2. Enter Login URL
3. Go to Schedule
4. Close Tab when
finished
1.
http://mavtraining.cdis.ekids.com.au/Login.aspx
Appointment Types
Appointment Icons
Appointment Icons - Displayed
Note purple band indicating:
Out of office appointment that has been accepted
Appointment Conflicts
If conflict occurs a message will appear
Appointment Conflicts
Selecting
made
non-conflicting appointments are
And a report displayed for follow up
Selecting
lets you check availability first
Appointment - Cancellation
1.
Screen Cancel button – Cancels the appointment
Reason for cancellation is required
2. Main Cancel button – exit the screen without saving
Appointment - Cancellation
Blue – not yet confirmed
2. White - Confirmed
3. Red - Cancelled
1.
Availability Examples
Planned Clinical Admin time - Not available for clients
Availability Examples
1. Car Booked 2. Time set aside for Travel & Home Visits
Availability Examples
Tentatively reserve time for Group Sessions
Availability Examples
Reserve time that suits all Staff for Staff Meeting
Three Key Lists
Birth Notification List
2. Universal Active List
3. Program Active List
1.
Three Key Lists - Concept
Birth Notification List
Babies waiting to be
offered a Home Visit
Universal Active List
Active clients able
to receive Services
Programs Active List
Clients waiting for
or in a Program
Three Key Lists – Adding Clients
Definition of Terms in CDIS
Client
Contact
 Newborn Baby
 Young Child
 Older Child
 Primary Caregiver
 Relationships
(receiving services)
People receiving care
(not receiving services)
People NOT receiving care
Groups
1.
Before setting up a new Group
 Enter availability in the schedule and note the dates
2. Using Group Templates – create a new Group
 Group entered on list
 New Start Date for each Group
Groups
3. Open Group


Start date, Venue, Size, No. & frequency of sessions
Calculate Sessions (check against dates noted earlier)
Groups
Group Waitlist

Clinicians
 Add Clients to a Group (Status = Offered)
 Add Clients to the Group Waitlist

Group Admin
Tip: To delete a group – move the clients to another group first
Groups
Group Waitlist

Clinicians
 Add Clients to a Group (Status = Offered)
 Add Clients to the Group Waitlist

Group Admin
 Accept a Client into a Group (Status = Accepted)
 Decline a Client includes reasons (Status = Declined)
 Return a Client to the waitlist
Tip: To delete a group – move the clients to another group first
Groups
4. Book Group


Select each session
Choose Attendee(s) and click Status
Groups
5. Manage Group


Enter Facilitators and
Enter Clients
Groups – Attendance & Outcomes
4. Record attendance using the Attendance Grid
Referrals – Two types
 Internal Referral
 From Nurse to Nurse
 Status updates as progresses

Pending, Active, Declined, Completed
 Progress automatically updated by CDIS
 External Referral
 From Nurse to Doctor (etc)
 Client reports results at next visit
 Nurse enters progress in CDIS
Creating & Recording Referrals
Internal Referral
External Referral
Generate Referral Letter
Generate
Internal referral
Progress Notes
Accepted or
Declined
Enter progress notes once
reported by client
Programs
Active
List
+ New
Referral
Notes – Throughout CDIS
 Appointment notes
 List Notes
 Consultation Notes
 Assessment Notes
 Referral Notes
 Program Notes
 Group Notes
There are many locations to write notes
This list is just a few
Notes can be printed or copied
Notes - Appointment Details
Notes – Appointment Details
Can copy paste and
print Appointment
Details as backup
to take on Home Visit
Notes – Features
Notes – Edit or Supersede
Transfers – Between Councils
CDIS provides
Transfer Client Screen
Transfer to New Council
Manage existing
appointments
For clients wanting a sea change
Council Transfer History
Screen
Report on Transfers to &
from the Council
Notes
Client record, client notes
Check MAV Transfer Policy regarding
Procedures and Notifications
Transfers – Between Councils
CDIS provides
 Transfer Client Screen


Transfer to New Council
Manage existing
appointments
For clients wanting a sea change
Council Transfer History
Screen
Report on Transfers to &
from the Council
Notes
Client record, client notes
Check MAV Transfer Policy regarding
Procedures and Notifications
Transfers – Between Councils
CDIS provides
 Transfer Client Screen


Transfer to New Council
Manage existing
appointments
For clients wanting a sea change
 Transfer History Screens


Client transfer history
Council transfer history
Notes
Client record, client notes
Check MAV Transfer Policy regarding
Procedures and Notifications
Transfers – Between Councils
CDIS provides
 Transfer Client Screen


Transfer to New Council
Manage existing
appointments
For clients wanting a sea change
 Transfer History Screens


Client transfers history
Council transfer history
 Notes

Client record, client notes
Check MAV Transfer Policy regarding
Procedures and Notifications
Transfers – Between Councils
CDIS provides
 Transfer Client Screen


Transfer to New Council
Manage existing
appointments
For clients wanting a sea change
 Transfer History Screens


Client transfer history
Council transfer history
 Notes

Client record, client notes
Check MAV Transfer Policy regarding
Procedures and Notifications
Transfers – Between Sites
CDIS provides
 Open, Change, Close Screen
Used to change their Site
Create transfer history
Notes in Client Record and Client Notes
Transfers – Between Sites
CDIS provides
 Open, Change, Close Screen
Used to change their Site
Create transfer history
Notes in Client record and client notes

Transfers – Between Sites
CDIS provides
 Open, Change, Close Screen
Used to change their Site
 Create transfer history
Notes Client record and client notes

Transfers – Between Sites
CDIS provides
 Open, Change, Close Screen



Used to change their Site
Create transfer history
Generates Notes in Client record and client notes
CDIS Training
Guide
 Useful to read following a training session,
 Aid for locating and navigating Screens,
 Detailed procedures outlined,
 Manual referenced in companion Cheat Sheets,
 Detailed information not covered in training,
 Blank pages for your notes.