This article provides a comprehensive guide for locating and managing client surveys within the Lightning Step platform. It also outlines the procedures for handling surveys that have not been automatically matched to a client.
Ensuring a Seamless Integration
For a successful integration between the data collection application and Lightning Step, it is crucial to ensure that the client's information is consistent across both systems. The key data points that must match are:
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First Name
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Last Name
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Date of Birth
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Phone Number
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Email Address
When these fields are identical in both the user's app profile and their Lightning Step record, the completed surveys will be automatically associated with the correct client file.
Locating Completed Surveys
Once a client has completed a survey, the document will be available in your Lightning Step portal. To access these surveys, follow these steps:
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Navigate to the Census section of your Lightning Step portal.
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Locate and select the desired client to view their assessments.
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Within the client's record, go to Scanned Documents.
Here, you will find a list of all the assessments the client has completed. The category for these documents will always be NATAP surveys. To view a specific survey, you can download it directly from this screen.
The downloaded document will contain the full survey, including all questions with the client's answers in bold. It will also display the client's name, the name of the assessment (instrument), and the date and time of completion. For certain assessments, such as the PHQ-9, scoring information will also be included at the bottom of the document, along with a brief description of how the survey was administered.
Handling Unmatched Surveys
In cases where the client's information in the app does not match their record in Lightning Step (e.g., a different email address or a misspelled name), the survey will not be automatically filed. Instead, you will receive an email notification.
This email will contain the following information:
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The user's email address
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First and last name
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Date of birth
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The completed survey as an attachment
Upon receiving this email, it is your responsibility to manually upload the survey into the correct client's record in Lightning Step. You will also need to update the client's information in either the app or Lightning Step to ensure the two systems match for future surveys.
Should you have any questions or require further assistance, please do not hesitate to reach out.