7.6 Documents - ASQ Online

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7.6 Documents

ASQ Online provides a number of documents to aid you in the screening management of your program. These documents include the forms found in the ASQ User’s Guides, as well as other system documents, program documents that the Program Administrator has created, and personal documents that you have created as a Provider. Documents are what make up packets, but you can also download and print any document on its own, without generating a packet.

There are 3 categories of documents: Screening, Follow-up, and Other.

Screening documents are all documents that are associated with the screening of children. Follow-up documents are all documents intended to be used when following up on a screening with the child’s caregiver. And Other documents are additional documents that don’t fall into either Screening or Follow-up categories, but are still helpful to your program.

Below is a table listing all of the documents provided by ASQ Online, and which category they fall under.

7.6.1 View/Print Documents

The View/Print Documents page lists all the system, program, and personal documents, in alphabetical order. The documents list includes the name, description of the document (for program and personal documents only), the questionnaire type associated with the document (if applicable), the category (Screening, Follow-up, or Other), and the document type (System, Program, or Personal). Each document will also include a Download link, so that you can generate the document as a PDF file and print it or save it to your computer.

Any documents that contain dynamic content will have a Download Preview link to the right of the document. Clicking this will allow you to see what the document will look like when it is generated with child, caregiver, or program information within a packet, by using fake data as an example. (For more information on dynamic content, see Section 7.6.2.1 Dynamic Content.)

To access the View/Print Documents page:

Select Screening Management from the top navigation menu.
Select the View/Print Documents Quick Link.

7.6.1.1 Searching for Documents

You can quickly and easily search for any document by using the Search Documents field at the top of the View/Print Documents page. You can search by the name of the document, the description of the document (for program and personal documents only), the questionnaire type, the category, and the document type.

To search for a document, begin typing in the corresponding field, or select an option from the drop-down menu, and ASQ Online will automatically pull up suggestions matching your search options.

7.6.1.2 System Documents

System documents are all documents provided by the ASQ Online system, including screening and follow-up documents.

To download a system document:

Select Screening Management from the top navigation menu.
Select the View/Print Documents Quick Link.
Locate the system document you would like to download. (You can easily narrow down your search to only system documents by selecting “System” from the “Document Type” drop-down menu.)
Click the Download link to the right of the document.
A pop-up window will appear and you can choose to open the PDF file or save it to your computer.

7.6.1.3 Program Documents

Program documents are any documents created by the Program Administrator, and can be downloaded by all users in the program.

To download a program document:

Select Screening Management from the top navigation menu.
Select the View/Print Documents Quick Link.
Locate the program document you would like to download. (You can easily narrow down your search to only program documents by selecting “Program” from the “Document Type” drop-down menu.)
Click the Download link to the right of the document.
A pop-up window will appear and you can choose to open the PDF file or save it to your computer.

NOTE: If the document includes dynamic content, it will have a Download Preview link to the right of the document. This will allow you to preview what the document will look like when populated with child, caregiver, and program data. But the download preview will only provide you with fake data. You would need to generate this document as part of a packet in order to have it populate with information from your program.

7.6.1.4 Personal Documents

Personal documents are any documents that you have created as a Provider. You are the only user in the system that will be able to view and download your personal documents.

To download a personal document:

Select Screening Management from the top navigation menu.
Select the View/Print Documents Quick Link.
Locate the personal document you would like to download. (You can easily narrow down your search to only personal documents by selecting “Personal” from the “Document Type” drop-down menu.)
Click the Download link to the right of the document.
A pop-up window will appear and you can choose to open the PDF or save it to your computer.

NOTE: If the document includes dynamic content, it will have a Download Preview link to the right of the document. This will allow you to preview what the document will look like when populated with child, caregiver, and program data. But the download preview will only provide you with fake data. You would need to generate this document as part of a packet in order to have it populate with information from your program.

7.6.2 Creating Documents

As a Provider, you can create your own documents that you can print or attach to any personal packets. Any documents that you create cannot be viewed or downloaded by anyone else in the system; you are the only user with access to your personal documents.

To create a personal document:

Select Screening Management from the top navigation menu.
Select the Create Document Quick Link.
Enter the title of your document in the “Name” field.
Enter an optional description of this document in the “Description” field.
Select the document category from the drop-down menu. Your options are Screening, Follow-up, or Other.
Select a questionnaire type from the drop-down menu (ASQ-3 English/Spanish, ASQ:SE English/Spanish, or ASQ:SE-2 English/Spanish).
In the “Content” field, enter the text of your document, and format it to your liking.
If you wish to add dynamic content, click the icon of the baby and choose the dynamic content. (For more information on dynamic content, see Section 7.6.2.1 Dynamic Content.)
When finished, click the Submit button.

This document will now be included on the View/Print documents page and will be listed as a Personal document. You can add this document to any personal packet that you have created.

7.6.2.1 Dynamic Content

Dynamic content is coding that allows you to create documents that can be easily populated with data that already exists within your ASQ Online program.

For instance, if you want to send a letter to all caregivers, but you wish to personalize it to each caregiver, you can use the dynamic content to do so, without having to individually type in each caregiver’s name.

Dynamic content can be accessed through the Create Document page. To view the dynamic content available to you, click the icon of the baby, within the “Content” field on the Create Document page. A drop-down menu will appear with a list of all the dynamic content you can use.

To add dynamic content, select the listed item from the drop-down menu that you wish to enter into your document. The dynamic content will appear in the “Content” field as code. Continue typing around the code as if the code were the actual content that will be pulled from ASQ Online.

Below is a list of the dynamic content available for inclusion in documents:

Child:
First Name
Last Name
Address (Address 1, Address 2, Address 3, City, State, Zip)
Phone
Date of Birth

Alt ID

Child ID

Caregiver:
Prefix
First Name
Last Name
Address (Address 1, Address 2, Address 3, City, State, Zip)
Phone

Caregiver email address

Provider:
Prefix
First Name
Last Name
Address (Address 1, Address 2, Address 3, City, State, Zip)
Phone
Job Title

Program:
Name
Address (Address 1, Address 2, Address 3, City, State, Zip)
Phone

Primary Care Physician:
Name
Address (Address 1, Address 2, Address 3, City, State, Zip)
Phone

Date

Logo

7.6.2.2 Dynamic Content Explained

The text and coding you enter into the “Content” field can be formatted similarly to how you would format a document in Microsoft Word. Below is an explanation of the formatting options:

· B/I/U - Bold, italicize, or underline a portion of text

· ~~ABC~~ - Strike through a portion of text

· - Bulleted or numbered list

· - Decrease or increase the indent level of a portion of text

· - Format as a block quote

· - Insert page break

· - Align left, align center, align right, align full

· - Change text color

· - Highlight portion of text

· - Format sections of text

· - Select a font

· - Select a font size

· - Dynamic content (insert code)

7.6.2.3 View, Edit, & Delete Personal Documents

To view, edit, and delete personal documents:

Select Screening Management from the top navigation menu.
Select the View/Print Documents Quick Link.
Locate the personal document you would like to view, edit or delete.

To view the personal document, click the Download or Preview Download link to the right of the document.
To edit the document, click the Edit link to the right of the document. Make any changes and click the Update button.
To delete the document, click the Delete link to the right of the document.