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CIS Training on Notifications for Facility users

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Page 1: CIS Training on - mhcirl.ie · CIS will prompt for, either your CIS username OR your email address. A temporary password will be emailed to you to allow you log on to CIS. Once a

CIS Training on

Notifications for Facility

users

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Page 2 of 40 Version 1.1

Version Control

1.0 Aug 2019 Initial Version created

1.1 Aug 2019 Updated following feedback from first delivery – for publication on Website

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Contents Overview ..................................................................................................................................... 6

General Navigation ...................................................................................................................... 6

Field Colours........................................................................................................................................ 6

Summary of Field Types in CIS ............................................................................................................ 7

Using Grids .......................................................................................................................................... 7

Logging into CIS Live ..................................................................................................................... 9

Non-locum users ................................................................................................................................. 9

Locum Users ...................................................................................................................................... 10

Forgotten Password ................................................................................................................... 11

The Home Screen ....................................................................................................................... 12

The Notifications Module ........................................................................................................... 13

Accessing the Notifications Module ................................................................................................. 13

The Notifications Grids ..................................................................................................................... 13

Show All............................................................................................................................................. 14

Adding a New Notification ................................................................................................................ 14

Completing the Notification.............................................................................................................. 14

Saving a Notification ......................................................................................................................... 14

Editing a Notification ........................................................................................................................ 14

Submitting a Notification .................................................................................................................. 14

Export Grid Data................................................................................................................................ 15

Review and Additional Updates .................................................................................................. 17

Providing additional information following a query from the Commission ..................................... 17

Submitting the Response to the query ............................................................................................. 17

Notification Status ............................................................................................................................ 18

Appendix 1 –Child Admission to an Adult Unit ............................................................................ 19

The List of Admissions to an Adult Unit Screen ................................................................................ 19

Adding a new Notification of an Admission to an Adult unit ........................................................... 19

Part 1: About the Service .................................................................................................................. 20

Part 2: About the Resident ................................................................................................................ 20

Part 3: About the Admission ............................................................................................................. 20

Part 4: Additional Information .......................................................................................................... 20

Part 5. Submitted by ......................................................................................................................... 20

Appendix 2 – Child Discharge from Adult Unit ............................................................................. 21

The List of Child Discharges from an Adult Unit Screen ................................................................... 21

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To add a notification of Discharge of a child from an Adult unit ...................................................... 21

Section 6: About the Discharge ......................................................................................................... 22

Section 7: Additional Information ..................................................................................................... 22

Section 8: Submitted By .................................................................................................................... 22

Appendix 3 –Admission to a CAMHS Unit.................................................................................... 23

The List of Admission to CAMHS Screen ........................................................................................... 23

Adding a new Admission to CAMHS unit .......................................................................................... 23

Part 1: About the Service .................................................................................................................. 24

Part 2: About the Resident ................................................................................................................ 24

Part 3: About the Section 25 Order .................................................................................................. 24

Part 4: About the Admission ............................................................................................................. 24

Part 5: Additional Information .......................................................................................................... 24

Part 6: Submitted by ......................................................................................................................... 24

Appendix 4 – Discharge from a CAMHS unit ................................................................................ 25

List of Notifications of Discharge from CAMHS Units Screen ........................................................... 25

To add a notification of Discharge of a child from a CAMHS unit .................................................... 26

Part 7: About the Discharge .............................................................................................................. 26

Part 8: Additional Information .......................................................................................................... 26

Part 9: Submitted by ......................................................................................................................... 26

Appendix 5 – Serious Reportable Event ...................................................................................... 27

The List of Serious Reportable Events Screen ................................................................................... 27

Adding a New Serious Reportable Event .......................................................................................... 27

Part 1: About The Service.................................................................................................................. 28

Part 2: About the Resident ................................................................................................................ 28

Part 3: About the Event ..................................................................................................................... 28

Part 4: Response to the Event ........................................................................................................... 29

Part 5: Additional Information .......................................................................................................... 29

Part 6: Submitted by ......................................................................................................................... 29

Appendix 6 – Summary Incident Report ...................................................................................... 30

The List of Summary Incident Reports Screen .................................................................................. 30

Adding a New Summary Incident Report .......................................................................................... 30

Part 1: About the Service .................................................................................................................. 31

Part 2: Incident Reporting Period ..................................................................................................... 31

Part 3: incident Categories ................................................................................................................ 31

Part 4: Additional Information .......................................................................................................... 31

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Part 5: Submitted by ......................................................................................................................... 31

Appendix 7 – Overcapacity in Adult Unit ..................................................................................... 32

The List of Notifications of Overcapacity. ......................................................................................... 32

Adding a New Notification of Overcapacity ...................................................................................... 33

Part 1: About the Service .................................................................................................................. 33

Part 2: Notification of Overcapacity ................................................................................................. 33

Part 3: Additional Information .......................................................................................................... 33

Part 4: Submitted By ......................................................................................................................... 33

Appendix 8 – View Bed Occupancy in CAMHS Units .................................................................... 34

Appendix 9 – Change in Operational Bed Capacity ..................................................................... 35

The List of Notifications of Change in Operational Bed Capacity ..................................................... 35

Adding a New Notification of Change in Operational Bed Capacity ................................................. 35

Part 1: About the service .................................................................................................................. 36

Part 2: Capacity Adjustment ............................................................................................................. 36

Part 3: Additional Information .......................................................................................................... 36

Part 4: Submitted By ......................................................................................................................... 36

Appendix 10 - Death Notification ............................................................................................... 37

The List of Death Notifications Screen .............................................................................................. 37

Adding a new Death Notification ...................................................................................................... 37

Part 1: About the Service .................................................................................................................. 38

Part 2: About the Service User .......................................................................................................... 38

Part 3: About the Death .................................................................................................................... 38

Part 4: About the Review .................................................................................................................. 39

Part 5: Additional Information .......................................................................................................... 39

Part 6: Submitted By ......................................................................................................................... 39

Submitting Death Notifications to the Commission ......................................................................... 39

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Overview This training course will demonstrate the use of CIS to submit notifications. It covers the process for

completing the Notification screens in CIS. Each Notification can be saved, added to and amended

multiple times before it is submitted. The Commission has no access to the information on the

Notification until the facility user has clicked on the submit button.

General Navigation CIS stands for Comprehensive Information System. It is a web-based application, accessed using a

web browser. It is recommended that Google Chrome is used as your web browser to run the CIS

system.

CIS uses standard navigation. Users can use the mouse to select menu item and navigate from field

to field. Alternatively, a user may use standard keyboard navigation such as tabbing between fields

and using the first letter to select items in a drop-down.

Single-click with the left mouse button is used through CIS to select a menu option or open a new

record.

Field Colours Colour is used to give visual information on

how a field behaves in CIS.

Fields with a white background are the most

common. They allow data to be entered but

they may be left blank.

Fields with a coloured background are

mandatory fields. A value must be entered in

these fields.

Fields with a grey shaded background are read-

only. You may not enter any data into these

fields.

A field may change colour, for example,

become mandatory or become read-only,

depending on the value entered in a different

field.

Remember: Each of these items will be explored again in more detail when looking at the

individual notifications screens.

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Summary of Field Types in CIS

Mandatory

Fields

Mandatory Text Fields have a Coloured Background. Other mandatory fields

are denoted using a red asterisk

Date Fields A user may type in the date in the format dd/mm/yyyy or the user may use the

calendar control to select the date

Lookup Fields Click on the magnifying glass to see a list of values for selection OR type (part

of) the text to select a value

Dropdowns Click on the down arrow to choose an item from the list or type in the first

letter to select an item

Radio Buttons Select one option only by clicking in the circle

Help on Fields Clicking on the question mark beside a field gives additional information

Using Grids Navigating through the pages in a grid

The Control at the bottom right of a screen is the standard control that allows scrolling forward or

backward one page at a time or move to first page / last page:-

Or type a page number to go directly there.

For example:-

Sorting a Grid

Grids in CIS can be sorted by clicking on the header of the column you wish to sort. The Arrow icon

lets you know which column the information is sorted by. Click once to sort into ascending order.

Click a second time to sort in descending order.

Searching/Filtering in a Grid

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On all of the grid screens there is a blank row between the column headings and the information in

the grid. This “blank” line is used for searching for data in the grid. Type in a fragment of the text

you are looking for and press enter.

The data in this grid has been filtered by facility name

Note: When using a filter, click on Clear to remove the filtering and return to the full listing

It is possible to search on multiple columns:-

Editing a Grid Row

Clicking on an item in a grid usually gives read only access. To edit the record, Click on the arrow

beside the View button and choose Edit

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Page 9 of 40 Version 1.1

Logging into CIS Live To log on to the CIS live system:-

Open Google Chrome

Open the MHC Website and click on the CIS login button OR

Type https://cis.mhcirl.ie into the address bar

: This can be added to your bookmarks or you can use the CIS login option on MHC Website

Note: Training Videos on using CIS are available from the login screen of CIS

Non-locum users

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Type in your username

Type in your password Note: Passwords are case sensitive.

Click on Log In

Hint: Create bookmarks in your browser for the LIVE for the TRAINING environments.

Locum Users

Click on Locum Login

Type in the locum username allocated to you

Type in the locum password allocated to you

Select the Role from the lookup

MCRN is mandatory for certain roles

Type in your name

Click on Login

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Page 11 of 40 Version 1.1

Forgotten Password Once your account has been created and activated, it is possible to get a new temporary password

by clicking on the Forgotten Password option on the login screen of the CIS training application:-

CIS will prompt for, either your CIS username OR your email address. A temporary password will be

emailed to you to allow you log on to CIS. Once a user has logged in with a temporary password,

they are forced to choose a new password.

You can Copy and Paste the password from your email into the password field on CIS

Fill in your username

Type in your temporary password into the password field

Type in your new password in the New Password field

Type in your new password in the Verify Password field

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Note: Create a password which has at least 8 characters, at least one of the 8 must be a capital

letter, at least one of the 8 must be a number.

The Home Screen After logging in, the Home Screen that is presented will vary according to the permissions granted to

the user. Different users have access to different parts of the system or users have different levels

of access to CIS screens.

The home screen is made up of a number of different parts.

The Home icon is on the top left. The Home icon appears on all screens and will get you back to your

homepage from anywhere in the system.

Homepage menus give access to the various modules within CIS

The System Messages panel is intended to communicate information such as planned CIS system

downtime.

The Tasks panel is your to-do list in CIS.

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Page 13 of 40 Version 1.1

The Notifications Module The Notifications module in CIS will be used to submit all Quality and Safety Notifications to the

Mental Health Commission. The existing Microsoft Word documents that have been used to submit

Notifications are being replaced by an equivalent online form which can only be completed on CIS.

As with the Microsoft Word templates, the majority of the templates follow a similar layout with the

questions grouped into separate sections.

Accessing the Notifications Module The Notifications Module in CIS can be accessed by logging in to CIS.

Click on Notifications on the Homepage menus.

Select the Notification by clicking on the relevant menu

item.

Remember: Clicking on the Home Icon will always return you to your home screen.

The Notifications Grids On selecting any notification a list of notifications will be displayed.

By default, this screen shows all “active” notifications for your approved centre(s) i.e. Notification

Records that have a status of Not Submitted or have a status of Refer to Service. These are the

notifications that require some action.

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Show All Each “list of notifications” screen has a Show All tick box. Putting a tick in the box means that all

notification(s) for your approved centre(s) are displayed i.e. including those that have already been

submitted to the Commission.

Remember: It may be useful to use filtering and sorting, as described earlier, on the grid,

especially when using the Show All tick box.

Adding a New Notification On each of the Notification screens,

the option to add a new notification is

located above the grid on the List of

Notifications screen.

Click on “New Notification” to open the online notification form.

Completing the Notification Fill in the details on the online form. Full details on completing each of the notification screens is

given in the appendices of this document.

Saving a Notification Click on Save to save the information but allow further editing later. It is NOT necessary to have all

the mandatory fields completed by this time.

Editing a Notification Each notification record can be repeatedly edited until it is submitted to the Commission. To edit a

notification

Log on to CIS

Click on Notifications

On the Notifications menu click on the Notification type

On the list of notifications screen, select the notification and click on the down arrow in the

action column to choose the edit option as described earlier

Submitting a Notification When editing a notification, click on Submit to save and send the information to Commission for

Review. CIS will remind you that it will not be possible to make any further changes to the

notification at this time.

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Export Grid Data The Export Grid Data button appears at the top of each of the grids.

This allows the information to be exported to Excel, HTML or as a PDF. When you click on the Export

Grid Data button, the first step is to select the output type and click on OK:-

Note: Your browser needs to allow pop-ups. If a pop-ups are being blocked you need to configure

your browser to allow pop-ups from CIS i.e. if you get an error message, click on the message to open the error and select the option to allow pop-ups from this site.

When exporting to Excel a file is downloaded by your browser

Files downloaded by Chrome appear in the bottom-left hand

corner of the screen:-

Click once to open the file.

The file has also been saved to the downloads folder on your

computer

This will be examined in more detail when we look at the View Bed Occupancy Report.

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Review and Additional Updates Once the notifications forms are submitted, they are then reviewed by MHC staff. If the Commission

are satisfied with the information, then the notification is complete.

Providing additional information following a query from the Commission Should the Commission wish to request further information, they will update the notification record.

A Task will be generated for the facility user.

Click on the “+” to see the notifications that require a response from the service. Clicking on the Task

will open the Notification

The notification will also appear by default on the list of notifications screen. The status of the

Notification will be “Refer to Service”.

Submitting the Response to the query A response is needed for any notification which has a query. The response can be added by editing

the notification.

To edit the notification:

Select the notification and under the action column choose edit

from the dropdown at the end of the row.

In the additional information section of the notification the query from the Commission will be

displayed in the query field.

The Response field should be used to enter the details requested.

The History field is used to display all previous queries/responses for this notification

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Page 18 of 40 Version 1.1

Notification Status The status of a notification gives more information about the “stage” the notification is at in the

process. The status of a notification can be any of the following values:-

Status Description

Not Submitted The facility has created the notification and is in the process of completing the record. They have not yet submitted the notification to the Commission.

Submitted Submitted to Mental Health Commission

Refer to Service The Commission have a query which needs to be answered by the facility

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Page 19 of 40 Version 1.1

Appendix 1 –Child Admission to an Adult Unit CIS202 replaces the QSN1 form.

Log on to CIS

Click on Notification on the Homepage Menus

Click on CIS202 Admission of a Child to an Adult Unit

The List of Admissions to an Adult Unit Screen Clicking on CIS202 Admission of a Child to an Adult unit open the list screen with a list of all active

notifications i.e. by default it lists only those that require further action but all Notifications of

Admission to Adult Units can be made visible on this screen by clicking on the show all check box at

the bottom of the screen as shown below:-

Adding a new Notification of an Admission to an Adult unit Clicking on New Admission opens CIS202 – Child Admission to Adult

unit

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Part 1: About the Service Select the Approved Centre from the drop-down and fill in the Ward/Unit Name

Part 2: About the Resident Fill in your unique service user Identifier

Type in their initials

Record the Date of Birth of the resident

Select their Gender from the drop-down

Select their Legal Status from the drop-down

Note: If the Legal Status is “Involuntary” or is “Admission pursuant to high court order”,

then a copy of the order must be uploaded to and stored within CIS

The Responsible Consultant Psychiatrist can be selected by choosing them from the lookup if

they are already set up on CIS. Otherwise their MCRN and Name can be typed in

Part 3: About the Admission Record the Date of admission by typing in the Date or by using the calendar controls

Record the Time of admission in hh:mm (24-hour) format

Select the type of admission by choosing First Admission or Re-Admission

Choose one or more Reasons for Admission

Record an Estimated Date of Discharge (this is optional)

List the plans to place the child in an age appropriate approved centre

Record a Yes or No answer to the remaining questions in this section of the form

Part 4: Additional Information Record any Additional Information

Part 5. Submitted by The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

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Appendix 2 – Child Discharge from Adult Unit CIS203 – Discharge of a child from an adult unit is the CIS replacement for the old QSN2 form. The

fields on CIS are identical to the MS Word document which it

replaces.

The List of Child Discharges from an Adult Unit Screen Clicking on CIS203 Discharge of a Child from an Adult unit

opens the list screen with a list of all active notifications.

By default, the screen lists records of child admissions to an

Adult unit that have not been discharged.

By default, it also lists active notifications of discharge i.e.

Notifications of Discharge from an Adult Unit that have been

started/saved on CIS but not yet submitted.

All Notifications (i.e. including those submitted to the Commission) can be made visible on this

screen by clicking on the show all check box at the bottom of the screen as shown below:-

To add a notification of Discharge of a child from an Adult unit On the list of notifications of Discharge Of A Child From An Adult Unit screen,

select the child’s record and choose the edit action which is available by clicking

on the down arrow at the end of the row.

The information previously entered in the Notification of Admission of a child to an adult unit are

displayed. An additional panel is used to record the discharge information.

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Section 6: About the Discharge Complete the textbox to list the CAMHS units contacted during the admission

Type in the Date of Discharge or use the calendar control to select it

Type in the Time of Discharge

Select the Type of discharge

Select their Legal Status from the drop-down

The Responsible Consultant Psychiatrist can be selected by choosing them from the lookup if

they are already set up on CIS. Otherwise their MCRN and Name can be typed in

Section 7: Additional Information Record any Additional Information about the discharge.

Section 8: Submitted By The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

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Appendix 3 –Admission to a CAMHS Unit CIS206 and CIS207 replace the QSN3 CAMHS admission and discharge data Spreadsheet. This gives a

standard “look and feel” to all the Notifications Screens within CIS. . Each admission to a CAHMS unit

is now notified separately. There is no requirement to submit any monthly reports

The List of Admission to CAMHS Screen Clicking on CIS206 Admission to CAMHS unit open the list screen with a

list of all active notifications i.e. by default it lists only those that require

further action but all Notifications of Admission to CAHMS can be made

visible on this screen by clicking on the show all check box at the bottom

of the screen as shown below:-

Adding a new Admission to CAMHS unit Clicking on New Admission opens CIS206 – Notification of Admission to a CAMHS unit

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Part 1: About the Service Select the Approved Centre from the drop-down and fill in the Ward/Unit Name

Part 2: About the Resident Fill in your unique service user Identifier

Type in their initials

Record the Date of Birth of the resident

Select their Gender from the drop-down

Select their Legal Status from the drop-down

Note: If the Legal Status is “Involuntary” or is “Admission pursuant to high court order”,

then a copy of the order must be uploaded to and stored within CIS

Part 3: About the Section 25 Order Where a Section 25 Order exists record the start date and end date of the order

Part 4: About the Admission Record the Date of admission by typing in the Date or by using the calendar controls

Select the type of admission by choosing First Admission or Re-Admission

Part 5: Additional Information Record any Additional Information

Part 6: Submitted by The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

Note: When a notification of Admission to a CAMHS

unit is submitted to the Commission the facility are

offered the option to directly to the Notification of

Discharge of a child from a CAMHS unit.

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Appendix 4 – Discharge from a CAMHS unit CIS206 and CIS207 replace the QSN3 CAMHS admission and discharge data Spreadsheet. This gives a

standard “look and feel” to all the Notifications Screens. As with the Admissions, each discharge

should be notified separately. There is no longer a requirement to submit a monthly reprt.

The notification of Discharge of a child from a CAMHS unit can be accessed by choosing the option

from the Notifications menu or by answering yes at the end of creating the Notification of Admission

to the question “Would you like to record the discharge information now?”

List of Notifications of Discharge from CAMHS Units Screen Clicking on CIS207 Discharge from CAMHS unit opens the list screen with a list of all active

notifications.

By default, the screen lists records of admissions to a CAMHS unit that have not been discharged.

By default, it also lists active notifications of discharge i.e. Notifications of Discharge from CAMHS

Unit that have been started/saved on CIS but not yet submitted.

All Notifications (i.e. including those submitted to the Commission) can be made visible on this

screen by clicking on the show all check box at the bottom of the screen as shown below:-

Clicking on the Show All check box will include discharge notifications already submitted

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To add a notification of Discharge of a child from a CAMHS unit On the list of notifications of discharge of a child from an adult unit screen, select

the child’s record and choose the edit action which is available by clicking on the

down arrow at the end of the row.

The information previously entered in the Notification of Admission of a child to a CAMHS unit are

displayed. .

A new section is available at the end of the form to record details of the discharge/transfer:-

Part 7: About the Discharge Type in the Date of Discharge or use the calendar control to select it

Select the Type of discharge i.e. discharge or transfer

Select their Legal Status from the drop-down

Part 8: Additional Information Record any Additional Information about the discharge

Part 9: Submitted by The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

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Page 27 of 40 Version 1.1

Appendix 5 – Serious Reportable Event CIS204 – Serious Reportable Event allows the Facility to use CIS to report an incident in relation to a resident of an approved centre. This replaces QSN8. The same information is needed so this is quite a long form but it can be completed in multiple sessions.

Note: All deaths should be notified via a Death Notification rather than the SRE process.

The List of Serious Reportable Events Screen Clicking on CIS204 Serious Reportable Events opens The List of SREs Screen.

By default, the screen shows all “active” events i.e. Serious Reportable Event

Records that have a status of Not Submitted or have a status of Refer to Service

Remember: The Show All check box can be used to display all Serious Reportable Events records

on this list screen

Adding a New Serious Reportable Event Clicking on New SRE Notification opens CIS204 – Serious Reportable Event:-

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Part 1: About The Service Select the Approved Centre from the lookup and record the name of the Ward/Unit

Part 2: About the Resident Fill in your unique service user Identifier

Type in their initials

Record the Date of Birth of the resident

Select their Gender from the drop-down

Select their Legal Status from the drop-down

Remember: The question mark beside a field gives additional help

Part 3: About the Event Select the SRE Category by clicking in the circle beside Patient Protection Event, Care

Management Event, and Environmental Event, Criminal Event or Other.

If Other is selected then a text box appears to record the nature of the event.

Type in the date of occurrence or select the date from the calendar control

Type in the time of the occurrence in the format hh:mm (24 hour clock)

Select the Location of event from the drop-down

If Other is selected then a text box appears to record the location of the event.

The Detailed Description of event text box is used to record what happened.

The options in the drop-down for the Was event witnessed by staff are Yes, No, Unknown and

N/A.

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Part 4: Response to the Event The options available in the drop-down for Next of kin or representative notified are yes, no

and not consented

Complete the text box to record Immediate Actions taken following event.

Record Actions to safeguard the resident.

Record Actions to safeguard the wider resident group.

Record Current Physical health status of the resident.

Part 5: Additional Information Record any Additional Information in the text box

Part 6: Submitted by The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

Remember: If you save, the Commission have no access to see information on the report until the

report is submitted to them.

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Appendix 6 – Summary Incident Report CIS208 - Summary Incident Report allows the Facility to use CIS to report to the Commission the total number of clinical and non-clinical incidents relating to service users which occurred in a six-month period. This replaces QSN7.

The List of Summary Incident Reports Screen Clicking on CIS208 Summary Incident Report opens The List of

Summary Incident Reports Screen.

By default, the screen shows all active summary incident reports i.e. reports that have a status of

Not Submitted or have a status of Refer to Service

Remember: The Show All check box can be used to display all Summary Incident Reports on this

list screen

Adding a New Summary Incident Report Clicking on New Summary Incident Report opens CIS208 – Summary Incident Report:-

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Part 1: About the Service Select the Approved Centre from the drop-down

Part 2: Incident Reporting Period Record the Incident Reporting Period by typing in the Date from and Date to or by using the

calendar controls

Part 3: incident Categories Fill in the total numbers in each Incident Category as recorded in your local incident reporting

management system

Part 4: Additional Information Record any Additional Information

Part 5: Submitted by The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

Remember: If you save, the Commission have no access to see information on the report until the

report is submitted to them.

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Appendix 7 – Overcapacity in Adult Unit This screen is used in place of QSN9 to notify the Commission where an approved centre is operating

over its registered bed capacity. A separate notification is needed for each day that the centre

operates over its registered capacity

The List of Notifications of Overcapacity. Clicking on CIS210 Overcapacity in Adult unit opens the List of Notification

of Overcapacity Screen.

By default, the screen shows all active notifications i.e. notifications that

have a status of Not Submitted or have a status of Refer to Service.

Remember: The Show All check box can be used to display all Overcapacity Notifications

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Adding a New Notification of Overcapacity

Clicking on Overcapacity in an Adult Unit

Opens CIS210 – Overcapacity:-

Part 1: About the Service Select the Approved Centre

Type in the Ward Name

Part 2: Notification of Overcapacity Type in the Date of Overcapacity or select the date from the calendar control

Type in the total Number of Residents accommodated

Record the Reason for Overcapacity

In the Details of Accommodation field record where the resident was accommodated

Record the steps taken to ensure the Privacy and Dignity of Residents.

Part 3: Additional Information Record any Additional Information applicable to the Notification

Part 4: Submitted By The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

Remember: If you save, the Commission have no access to see information on the report until the

report is submitted to them.

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Appendix 8 – View Bed Occupancy in CAMHS Units This screen replaces the need for the facility to complete and return QSN4: The CAMHS Bed

Occupancy Report. CIS will calculate the bed occupancy dynamically based on the admission and

discharge information provided by

- Notifications of Admission to CAMHS unit

- Notifications of Discharge from CAMHS unit

- Notifications of Changes in Operational Bed Capacity

Clicking on CIS211 View bed occupancy in CAMHS unit opens the report.

Note: This is a read-only screen for CAMHS units only. The usual searching/filtering and Export

Grid Data options are available.

The following information is displayed for the user’s approved centres.

The CIS status field is automatically calculated and will report either Under Capacity, At Capacity or

Over Capacity.

Tip: you may wish to filter by approved centre:-

Or filter to show information on a specific date:-

Or filter to show information for a specific month:-

By using the functionality to export the data to excel additional processing can be done on the data.

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Appendix 9 – Change in Operational Bed Capacity CIS212 allows for the notification of changes in Operational Bed

Capacity.

The List of Notifications of Change in Operational Bed Capacity Clicking on CIS212 Change in Operational Bed Capacity opens the List of Changes in Operational Bed

Capacity Screen.

By default, the screen shows all active notifications of change in Operational Bed Capacity i.e.

notifications that have a status of Not Submitted or have a status of Refer to Service.

Remember: Clicking on the tick box for Show all will display all records for the facilities that the

user is associated with.

Adding a New Notification of Change in Operational Bed Capacity

Clicking on New Change Capacity opens CIS212 – Change in Operational Bed Capacity:-

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Part 1: About the service Select the Approved Centre from the drop-down

Part 2: Capacity Adjustment Record the Start Date for the change in Capacity

Record the revised Operational Capacity

Use the text box to give details of the Reason for Change

Part 3: Additional Information Record any Additional Information applicable to the Notification

Part 4: Submitted By The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

Note: CIS will fill in the end date once another notification of change in operational bed capacity

is submitted.

Remember: For CAMHS units, a notification of a change in bed capacity will Impact on the View

Bed Occupancy in CAMHS units screen.

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Appendix 10 - Death Notification

CIS205 – Death is the CIS replacement for QSN5. The fields on CIS are

identical to the MS Word document which it replaces.

From the Home screen, click on Notifications, from the

Notifications Menu click on CIS205 – Death.

The List of Death Notifications Screen Clicking on CIS205 Death opens the list screen, with a list of all active notifications i.e. by default it

lists only those notifications that require further action, but all Notifications of Death can be made

visible on this screen by clicking on the show all check box at the bottom of the screen as shown

below:-

Adding a new Death Notification Clicking on New Death Notification opens CIS205 – Death

Notification

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Part 1: About the Service Select the Facility from the drop-down and fill in the Ward/Unit Name

Part 2: About the Service User Fill in your unique service user Identifier

Type in their initials

Record the Date of Birth of the resident

Select their Gender from the drop-down

Select their ICD 10 Diagnosis Code (primary) from the drop-down

Select their ICD 10 Diagnosis Code (other) from the drop-down

Select their Legal Status from the drop-down

Select their Service User Status at the time of death from the drop-down

The Responsible Consultant Psychiatrist can be selected by choosing them from the lookup if

they are already set up on CIS. Otherwise their MCRN and Name can be typed in

Part 3: About the Death Type in the Date of Death or select from the calendar control

Type in the Date of Death was discovered or select from the calendar control

Choose the Location of Death from the drop-down. If Other is selected then a text box appears

to record the location.

Select whether cause of death is known

Record the Detailed Description of Death

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Part 4: About the Review Select whether the death has been referred to the coroner

Select if a Coroners inquest is pending

Type in details of any review planned for this death

Part 5: Additional Information Record any Additional Information this is applicable to this notification

Part 6: Submitted By The Submitted by details are automatically populated by CIS with the details of the user who

submits the notification to the Commission

Click on Save to save the information but allow further editing later OR

Click on Submit to save and send the information to Commission for Review OR

Click on Cancel to exit the screen without saving the changes

Remember: If you save, the Commission have no access to see information on the report until the

report is submitted to them.

Submitting Death Notifications to the Commission Only authorised users e.g. Consultant Psychiatrists or Clinical Directors can submit Death

Notifications to the Mental Health Commission. However other users at the facility can be set up

with access to create and edit notifications. The Consultant Psychiatrist or clinical Director will then,

Log On to CIS

Select Notifications from the HomePage Menus

Select CIS205 – Death

On the List of Notifications screen notifications with a status of “not submitted” could be in

progress or could be ready for submission

Select a notification to submit and click on the down arrow at the end of the row and choose

Edit

Review the Death Notification

Click on Submit to submit the notification to the Commission

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