Web Component

The online web component feature allows clients to complete forms (e.g. consent and privacy notices, demographics, treatment outcome measures, health history, etc.) via an internet browser running on a computer or tablet. It may also be used for online appointment scheduling. This feature is set up by your center administrator. If clients enter contact information on the web component, it will overwrite any information already in their client screen.

(Note: To have clients of the center complete anonymous surveys, create a new client called Survey and set the student ID to an easily recalled number. When clients complete the survey on the web component, have them enter the ID number of the survey client, and then complete the survey. The surveys will be added to the file of the Survey client.)

What would you like to do?

o	Approve incoming data

o	Edit incoming data

o	Delete incoming data

o	End session

o	Find missing data

o	Web component passwords

Approve Incoming Data

After clients enter complete forms, a Titanium user must approve the incoming data to ensure that it is valid and correct. If you activated the notice in user settings, you will see a pop-up notice and hear a chime when new submissions are created. If your center administrator has given you permission to do so, approve incoming data by:

1. From the calendar screen, click Open > Approve Incoming Data.

2. Review the entries based on the following table. (Note: These are the system default colors. To change colors, click on Grid Colors on the menu bar. Click on the colored boxes to change the foreground and background colors, as desired.)

Status Column	Meaning	User Action
MATCH	Incoming data is an exact match for an existing client	Process the entry if it appears to be valid
NO MATCH	No matching client in Titanium.	If this is a new client, then process the data to create the client in Titanium. If it is an existing client, edit the student ID or birth date on either the incoming data or existing client screen.
NAME MISMATCH	There is a client with the same Student ID and birth date but the names do not match.	If the names are similar, then edit the names on incoming data or existing client screen. If the names are not similar, then edit the student ID or birth date in the incoming data.
MULTIPLE MATCH	Multiple clients with the same Student ID and birth date	Combine clients in Titanium to remove the duplicate entries or edit client records in Titanium to correct errors.
NO STUDENT ID OR BIRTH DATE	There's no incoming data to match to a client in Titanium	Open incoming data and edit it to enter the information.

3. If necessary, edit incoming data:

o	Click on the desired entry to select it.

o	Click the Incoming Data icon on the menu bar.

o	From the drop down menu, choose Open Incoming Client

o	Click Edit icon on the menu bar.

o	Make the desired changes.

o	Click Save.

o	Click Exit.

4. If necessary, manually match incoming data to an existing client:

o	Click on the desired entry to select it.

o	Click the Matching in Titanium icon on the menu bar.

o	Choose Assign a matching Titanium client to the incoming client

o	Search for the desired client.

o	Click Yes to confirm.

5. Click the Reset/Refresh icon.

6. Select entries to be processed by clicking check boxes to the left of desired entries or using the Select icon on the menu bar.

7. Click Process Selected.

8. Depending on the settings chosen by your center administrator, use the pop-up window to determine whether to associate the incoming data forms with an appointment

o	Uncheck the box to review appointments not on the current day

o	Click on the desired appointment with which to associate the forms

o	Click the blank entry to create a note in the client file that is not associated with an appointment.

o	Edit the attendance option.

Edit Incoming Data

If a client states that they made a mistake when completing a data form, you may be able to edit the form, depending on the settings chosen by your center administrator.

1. From the calendar screen, click Open > Approve Incoming Data.

2. Click to select the entry.

3. Click the Incoming Data icon on the menu bar.

4. From the drop down menu, click Open Incoming Data and choose the form.

5. Click Edit on the menu bar, and make required changes.

6. Click Save.

7. Click Exit.

Delete Incoming Data

If incoming entries were created in error or are not valid:

1. From the calendar screen, click Open > Approve Incoming Data.

2. Click to select the entry.

3. Click the Incoming Data icon on the menu bar.

4. From the drop down menu, click Delete Selected.

5. Click Ok.

End Session

If a client only partially completes data forms due to a session time out or error, the approve incoming data window will show that the session is in progress in the data forms column. To end the session:

1. From the calendar screen, click Open > Approve Incoming Data.

2. Click to select the row.

3. Click the Incoming Data icon on the menu bar.

4. Choose End Client Session from the pull down menu.

Find Missing Data

If forms do not appear in the client file:

1. Perform a client search using a partial name to determine whether a duplicate client was created. If a duplicate client was created, contact your system administrator to combine the clients.

2. Perform an advanced client search for data forms added to Titanium on the day the data was processed. If the data form was placed in the wrong client file, a user can recreate the form as part of a note, or the client can complete the web component form again.

3. Notify your center administrator that the forms may have been deleted. Ask the center administrator to run an audit on the actions associated with that client. If the forms have been deleted, a user can recreate the form as part of a note, or the client can complete the web component form again.

4. CCAPS 2015 or newer will not be placed in client files unless your center administrator has entered CCMH membership information in the System Settings in Titanium. If CCAPS forms are not being placed in client files, contact your center administrator for assistance.

Web Component Passwords

Depending on the settings chosen by your center administrator, clients may be unable to enter data without a password. To provide a password:

1. From the calendar screen, click Open > Approve Incoming Data.

2. Click the Security icon on the menu bar.

3. Choose an unexpired password from the table, and provide to client. (Note: If all passwords are expired, contact your center administrator for assistance.

For additional assistance, please email the Titanium Support team or visit us online at www.TitaniumSchedule.com.