Grant 1 N All User Guide

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Complete Training & Reference Guide

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Getting Started

First Time Login

1

Get Your Login Credentials

Contact your administrator for account setup and login credentials.

2

Access the System

Go to the main website and click "Staff Login" or go directly to the login page.

3

Change Your Password

After first login, change your password to something secure that only you know.

4

Explore Your Dashboard

The dashboard shows different options based on your role (admin, staff, employee, etc.)

Understanding Your Role

Executive/Admin

Full system access including:

  • • User management and role assignments
  • • Financial reports and analytics
  • • System settings and configuration
  • • All resident and employee records

Medical Staff

Healthcare-focused access including:

  • • Medical records and medication tracking
  • • Drug test results and sobriety records
  • • Incident reports and behavioral assessments
  • • Family communication for medical updates

House Staff

Daily operations access including:

  • • Resident check-ins and behavioral tracking
  • • Pass request approvals
  • • Property maintenance requests
  • • Incident reporting and documentation

Administrative

Business operations access including:

  • • Application processing and intake
  • • Financial management and billing
  • • Employee hours and payroll
  • • Insurance and compliance documentation

Daily Tasks - Step by Step

🌅 Starting Your Day

1. Check Your Dashboard

Log in and review your dashboard for alerts, pending tasks, and important notifications.

How: Dashboard → Review red alerts and yellow warnings first

2. Review Medication Schedule

Check which residents need medication administration today.

How: Medical Records → Medication Administration → Today's Schedule

3. Check Pass Requests

Review any pending pass requests that need approval.

How: Resident Management → Pass Requests → Pending Approval

👥 Resident Check-ins

How to Complete Daily Resident Check-ins:

Step 1: Navigate to Resident Management

Click "Resident Management" from your dashboard menu

Step 2: Select Resident

Click on the resident's name you want to check in with

Step 3: Add Daily Note

Click "Add Note" → Select "Daily Check-in" → Write your observations

Step 4: Update Behavioral Status

Rate compliance, mood, participation using the rating system

Step 5: Save and Move to Next

Click "Save" and the system will mark the check-in complete

💊 Medication Administration

  • • Go to Medical Records → Medication Administration
  • • Find resident and today's medications
  • • Check off each medication as given
  • • Note any refusals or side effects
  • • System automatically logs time and your ID

💬 Family Messages

  • • Check Family Communication → Pending Messages
  • • Read family questions or concerns
  • • Respond with appropriate updates (respect privacy)
  • • Mark messages as read when responded
  • • Escalate serious concerns to supervisor

📝 Incident Reporting

  • • Click "Report Incident" from any page
  • • Select incident type and severity level
  • • Describe what happened in detail
  • • List all people involved
  • • Submit immediately - supervisor gets notified

🏠 Property Issues

  • • Go to Properties → Maintenance Requests
  • • Click "New Request" if issue found
  • • Describe problem and location
  • • Set priority level (emergency, urgent, routine)
  • • System notifies maintenance team

Resident Management Tasks

✅ How to Approve Pass Requests

1

Check Weekly Behavior Record

Go to Resident Management → Select resident → View "Weekly Behavior Approval"

Look for: ✅ Chores done ✅ Meeting attendance ✅ Curfew compliance ✅ No violations

2

Review Pass Request Details

Check where they want to go, when they'll return, transportation plans

Red flags: Vague destination, no return time, high-risk locations

3

Make Decision

Click "Approve" if behavior is good and request is reasonable, "Deny" if concerns exist

Always add a note explaining your decision

4

Automatic Notifications

System automatically notifies resident and updates their pass status

🆕 Adding New Residents (Intake Process)

Complete Intake Checklist:

Step 1: Applications → Review approved application
Step 2: Users → Add New User → Enter personal information
Step 3: Set role as "Tenant" and assign property/room
Step 4: Medical Records → Create initial medical profile
Step 5: Enter emergency contacts and insurance information
Step 6: Create first invoice for program fees
Step 7: Notify family through family portal (if authorized)

📊 Weekly Behavioral Assessments

Every Monday, house staff complete behavioral assessments for each resident:

Areas to Evaluate:

  • • Chore completion and quality
  • • Meeting attendance (house meetings, therapy)
  • • Curfew compliance
  • • Respectful behavior toward others
  • • Rule violations or incidents

How to Complete:

  • • Go to Resident Management → Behavior Approval
  • • Select resident and current week
  • • Check off each completed area
  • • Add notes about any concerns
  • • Mark "Approved for Passes" if all good

Medical Records & HIPAA Compliance

🔒 IMPORTANT: HIPAA Privacy Rules

Before accessing any medical information, remember:

  • • Only access medical records for residents you directly work with
  • • Never discuss medical information in public areas or with unauthorized people
  • • All medical record access is automatically logged with your name and timestamp
  • • Only share medical information with family if resident has signed consent
  • • Report any suspected privacy violations immediately

💊 Medication Administration Process

Step-by-Step Medication Administration:

1. Access Medication Schedule

Medical Records → Medication Administration → Select resident → Today's medications

2. Verify Medication Details

Check medication name, dosage, and timing against the prescription

3. Administer Medication

Give medication to resident and observe them taking it

4. Document in System

Click "Mark as Given" → Add any notes about side effects or concerns

5. Handle Refusals

If refused: Click "Refused" → Document reason → Notify medical supervisor

🧪 Drug Testing and Sobriety Tracking

Recording Drug Test Results:

For Negative (Clean) Results:
  • • Go to Medical Records → Sobriety Tracking
  • • Click "Add Test Result"
  • • Select test type (urine, breath, etc.)
  • • Mark result as "Pass"
  • • Add any notes about the testing process
For Positive (Failed) Results:
  • • Mark result as "Fail"
  • • Document substances detected
  • • Immediately notify supervisor and medical staff
  • • System automatically triggers intervention protocols
  • • Follow up with behavioral assessment

Financial Management Tasks

📄 Creating and Managing Invoices

How to Create a New Invoice:

1

Navigate to Finances

Go to Financial Management → Invoices → "Create New Invoice"

2

Select Resident

Choose resident from dropdown menu

3

Add Line Items

Common items: Monthly rent, program fees, cleaning deposits, medical costs

4

Set Due Date and Send

System automatically emails invoice and sets up payment reminders

💳 Processing Payments and Receipts

Online Payments (Automatic):

  • • Residents pay through their portal
  • • Credit cards and bank transfers accepted
  • • System automatically creates receipts
  • • Invoice status updates to "Paid"
  • • No manual processing needed

Manual Payments (Cash/Check):

  • • Go to Finances → Receipts → "Record Payment"
  • • Select resident and invoice
  • • Enter amount and payment method
  • • Add check number or cash note
  • • System generates receipt automatically

👥 Employee Hours and Payroll

Managing Team Clean Athens Employee Hours:

Reviewing Submitted Hours

Employee Hours → Pending Approval → Review each timesheet for accuracy

Approving Hours

Check job completions match reported hours → Click "Approve" or "Request Changes"

Payroll Processing

Payroll → Generate Pay Period Report → Export for payroll service or direct payment

Reports and Analytics

📊 Standard Reports

Monthly Program Report

Comprehensive overview for board meetings and funding reports

How to generate: Reports → Monthly Summary → Select month → Download PDF

Financial Summary

Income, expenses, outstanding invoices, and payment trends

How to generate: Financial Reports → Summary Report → Select date range

Resident Progress Report

Individual or group progress tracking for clinical reviews

How to generate: Resident Management → Progress Reports → Select residents

Compliance Documentation

Required reports for state agencies and accreditation

How to generate: Reports → Compliance → Select agency and time period

🔍 Custom Analytics and Insights

The analytics dashboard provides real-time insights into your program:

Success Rates

Track program completion and graduation rates

Behavioral Trends

Monitor overall resident compliance and progress

Financial Health

Revenue, expenses, and sustainability metrics

How Program Changes Work

✅ Successful Program Completion (Graduation)

What Happens When Someone Graduates:

1. Final Assessment

Staff reviews all progress records, behavioral assessments, and sobriety tracking to confirm program completion.

2. Family Notification

Family members are automatically notified through the family portal about the upcoming graduation.

3. Financial Settlement

All payments are finalized, security deposits are returned, and final receipts are generated.

4. Medical Records

All health information is securely archived and can be transferred to new healthcare providers if requested.

5. Alumni Status

Graduate becomes part of our alumni network for ongoing support and follow-up care.

⚠️ Program Termination for Non-Compliance

What Happens When Someone Doesn't Follow Program Rules:

1. Early Warning System

The system tracks behavioral issues, missed meetings, and rule violations to identify problems early.

2. Intervention Attempts

Staff work with the resident to address issues through counseling, modified treatment plans, and additional support.

3. Family Communication

Family members are kept informed of concerns and intervention efforts through secure messaging.

4. Final Decision

If interventions fail, program termination is decided by the clinical team with full documentation.

5. Exit Planning

Staff help arrange alternative treatment options, housing, and referrals to other programs when possible.

👥 Employee Termination Process

What Happens When an Employee Leaves:

1. Immediate Security

System access is immediately disabled to protect resident privacy and organizational security.

2. Work Completion

All pending employee hours are finalized and payroll is processed for final payment.

3. Documentation

All employment records are archived with proper documentation of termination reasons.

4. Dual Status Check

If the employee was also a resident, their client status is reviewed separately and may continue.

Staff Guide

Daily Tasks Made Simple

✅ Check-In with Residents

Use the dashboard to see who needs daily check-ins, medication reminders, or behavioral support.

📋 Update Records

Add notes, medication administration, and behavioral observations with just a few clicks.

💬 Family Communication

Respond to family messages and share appropriate updates about resident progress.

📊 Review Alerts

Check system alerts for missed medications, behavioral concerns, or upcoming appointments.

🏥 For Medical Staff

  • • Access medical records through the secure HIPAA-compliant portal
  • • Log medication administration with automatic tracking
  • • Review drug test results and sobriety progress
  • • Generate medical reports for insurance or treatment planning

🏠 For House Managers

  • • Track resident behavior and rule compliance
  • • Approve or deny pass requests based on weekly behavior
  • • Manage room assignments and property maintenance
  • • Report incidents and document interventions

💼 For Administrative Staff

  • • Process applications and manage intake procedures
  • • Handle billing, payments, and financial records
  • • Generate reports for funding agencies and compliance
  • • Coordinate with insurance providers and external services

Resident Guide

Your Journey Through the Program

The system is designed to support your recovery journey every step of the way. Here's what you can expect:

1

Intake and Assessment

Your information is securely stored, and a personalized treatment plan is created based on your needs.

2

Daily Support

Staff track your progress, medication compliance, and behavioral milestones to provide the right support.

3

Family Connection

Your family can stay connected through secure messaging and receive appropriate updates about your progress.

4

Graduation Planning

As you progress, staff help you prepare for independent living and connect you with ongoing support resources.

How Pass Requests Work

Getting Approved for Passes:

Weekly Behavior Review: House staff review your compliance with rules, chores, and program participation each week.

Automatic Tracking: The system tracks attendance at meetings, curfew compliance, and respectful behavior.

Pass Eligibility: If you meet all requirements, you become eligible to request day passes or overnight visits.

Request Process: Submit pass requests through the system with details about where you're going and when you'll return.

Staff Approval: House managers review and approve passes based on your recent behavior record.

Family Guide

Staying Connected During Treatment

We understand how important family support is for recovery. Here's how you can stay involved:

Secure Messaging

Send messages to your loved one through our secure family portal. Staff review messages to ensure they support recovery goals.

Progress Updates

Receive general updates about program participation and milestones (detailed medical information remains private).

Emergency Notifications

Be immediately notified of any medical emergencies or significant incidents involving your family member.

Graduation Planning

Participate in discharge planning and receive information about continuing care resources.

Privacy and Boundaries

We balance family involvement with resident privacy:

  • • Medical information is only shared with explicit resident consent
  • • General progress updates help you stay informed without violating privacy
  • • Emergency contacts are notified immediately of any safety concerns
  • • Family therapy sessions can be arranged when appropriate for recovery

Financial Guide

For Residents

  • Monthly Rent: Automatically calculated and billed based on your room assignment
  • Payment Options: Pay online, by phone, or through automatic bank transfer
  • Financial Assistance: Work with staff to apply for available assistance programs
  • Work Opportunities: Earn income through Team Clean Athens employment
  • Receipts: All payments are automatically tracked with digital receipts

For Families

  • Payment Support: Families can help pay rent and fees through our secure portal
  • Donation Options: Support the program through one-time or recurring donations
  • Transparency: See exactly how your payments support your loved one's care
  • Tax Benefits: Receive proper documentation for tax-deductible donations
  • Memorial Gifts: Honor loved ones through dedicated memorial donations

Help & Support

Common Questions

Q: I forgot my password. How do I reset it?

Contact administrative staff immediately. For security reasons, only authorized staff can reset passwords.

Q: How do I update my emergency contact information?

Speak with your case manager or house staff. They can update your information in the system securely.

Q: Can I see my own medical records?

Yes, you have the right to access your medical records. Request access through your case manager or medical staff.

Emergency Contacts

Medical Emergency: Call 911 immediately

Crisis Support: Contact on-duty house staff

System Issues: Report to administrative staff during business hours

Family Concerns: Reach out through the family portal or call the main office

Additional Training

New staff members receive comprehensive training on:

  • • System navigation and daily workflows
  • • HIPAA compliance and privacy protection
  • • Emergency procedures and incident reporting
  • • Family communication best practices
  • • Financial management and documentation