Pyramid Healthcare - EAP Overview

Reservations, CRM, EAP



The Pyramid Healthcare Cloud Apps are intended to assist with Reservations, Contact Management, and the Employee Assistance Program

Objective

Manage and Track Client Referrals and Sessions

  • Search
    • Search for Employers, Clients, Providers, Counselors, and Contacts
  • Call Log
    • View and create call log entries
  • Employer
    • View and create Employers. Track employee services used
  • Client
    • View and create Clients (employees). Record services used
  • Provider
    • View and create Providers (agencies providing services)
  • Counselor
    • View and create Counselors (people providing services assigned to providers)
  • Contacts
    • View and create Points of Contact for Employers and Providers
There are 2 environments for each web applicaton: Demo and Live
  • The Demo app is where users can play around and perform training. It is also where new updates are first installed
  • The Live app is where the live data is stored
Logins/Passwords are typically different between the applications and environments

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Login Screen

There are 2 environments for each web applicaton: Demo and Live
  • The Demo app is where users can play around and perform training. It is also where new updates are first installed
  • The Live app is where the live data is stored
Logins/Passwords are typically different between the applications and environments

The title bar or address bar should indicate the web app environment (Demo or Live)
Usernames are case sensitive, as are the passwords, i.e. Jdoe is not the same as JDoe



Top Menu

The top right menu contains links to
  • Information about the web application
  • Change Password
  • Logoff
  • Home
  • Administration



Main Menu

The middle menu contains the main links used to navigate through the web application


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Call Log

The call log page is used to record and track calls

Features
  • The search criteria allows searching by one or more of the following
      Start Date
      End Date
      First Name
      Last Name, or Employer/Provider Name
      Notes
      Operator
      Call Status
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the upper right Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns, if available, can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to Excel (CSV) or Printed with the bottom buttons


View
Clicking the View button on each row show the read-only details
Click the yellow/orange Close button to return to the main list


Edit
If the logged in user has the Edit permission they are allowed to make changes
Click the Edit button on each row to show the details about that row and make changes
Click the blue Save button to save changes
Click the yellow/orange Close button to return to the main list
There is a green Hold button that will "put the entry on hold" which will allow the user to navigate the web app and then return to that call log entry later


Delete
If the logged in user has the Edit permission they are allowed to delete entries
Clicking the Delete button on each row will delete that entry

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Employer

The Employer section is where top-tier listings are made for Companies/Organizations

Features
  • Each entry has Basic Details, Locations, Contacts, Divisions, Services, Clients, Sessions, Call Log, Documents, and Notes
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


View
Clicking the View button on each row show the read-only details
Click the yellow/orange Close button to return to the main list


Edit
If the logged in user has the Edit permission they are allowed to make changes
Click the Edit button on each row to show the details about that row and make changes
Click the blue Save button to save changes
Click the yellow/orange Close button to return to the main list


Delete
If the logged in user has the Edit permission they are allowed to delete entries
Clicking the Delete button on each row will delete that entry


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Client

The Client section is where employees are added and linked to Employers
This section has a Search that must be used to find and display client records

Features
  • Each entry has Basic Details, Addresses, Phones, Employer, Referrals, Sessions, Family, Call Log, Documents, and Notes
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


View
Clicking the View button on each row show the read-only details
Click the yellow/orange Close button to return to the main list


Edit
If the logged in user has the Edit permission they are allowed to make changes
Click the Edit button on each row to show the details about that row and make changes
Click the blue Save button to save changes
Click the yellow/orange Close button to return to the main list


Delete
If the logged in user has the Edit permission they are allowed to delete entries
Clicking the Delete button on each row will delete that entry


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Provider

The Provider section is where Companies that provide Assistance Services are added

Features
  • Each entry has Basic Details, Locations, Notes, Contacts, Call Log, Documents, Counselors, and Rates
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


View
Clicking the View button on each row show the read-only details
Click the yellow/orange Close button to return to the main list


Edit
If the logged in user has the Edit permission they are allowed to make changes
Click the Edit button on each row to show the details about that row and make changes
Click the blue Save button to save changes
Click the yellow/orange Close button to return to the main list


Delete
If the logged in user has the Edit permission they are allowed to delete entries
Clicking the Delete button on each row will delete that entry


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Counselor

The Counselor section is where people that provide Assistance Services are added and linked to Providers

Features
  • Each entry has Basic Details, Locations, Notes, Call Log, Documents, Provider, and License
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


View
Clicking the View button on each row show the read-only details
Click the yellow/orange Close button to return to the main list


Edit
If the logged in user has the Edit permission they are allowed to make changes
Click the Edit button on each row to show the details about that row and make changes
Click the blue Save button to save changes
Click the yellow/orange Close button to return to the main list


Delete
If the logged in user has the Edit permission they are allowed to delete entries
Clicking the Delete button on each row will delete that entry


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Contacts

The Contacts section is where Points of Contacts are added and linked to Employers and/or Providers

Features
  • Each entry has Basic Details, Phones, Addresses, Notes, Call Log, Documents, Employer, and Provider
  • New entries can be added by clicking the blue Add button above the list
  • Columns can be sorted by clicking each column header
  • The table contents can be searched by entering text in the Search box
  • More rows can be displayed by changing the Display dropdown
  • The entries are displayed in pages, which can be navigated through using the bottom links when there are more than 1 page of results
  • Extra columns can be displayed by clicking the botton Columns button
  • Individual entries can be Viewed, Edited, or Deleted using the Action buttons on each row
  • The entire list can be Exported to CSV or Printed with the bottom buttons


View
Clicking the View button on each row show the read-only details
Click the yellow/orange Close button to return to the main list


Edit
If the logged in user has the Edit permission they are allowed to make changes
Click the Edit button on each row to show the details about that row and make changes
Click the blue Save button to save changes
Click the yellow/orange Close button to return to the main list


Delete
If the logged in user has the Edit permission they are allowed to delete entries
Clicking the Delete button on each row will delete that entry


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Admin

Users that have the Administrator permission will have an additional link in the top right menu
The first page displayed when entering the Administration section is the User Page

Users

Users can be created, disabled, passwords, email addresses and permissions changed on the user page


Permissions

There are several permissions
  • Administrator
      The Administrator is allowed to do everything in the Web App
  • Search
      Searching allows the finding Employers, Clients, Providers, Counselors, and Contacts only from the main Search Page
  • View Call Log
      View Call Log is allowed to View Call Log entries
  • Edit Call Log
      Edit Call Log is allowed to Edit and Delete Call Log entries
  • View Employer
      View Employer is allowed to View Employer entries
  • Edit Employer
      Edit Employer is allowed to Edit and Delete Employer entries
  • View Client
      View Client is allowed to View Client entries
  • Edit Client
      Edit Client is allowed to Edit and Delete Client entries
  • View Provider
      View Provider is allowed to View Provider entries
  • Edit Provider
      Edit Provider is allowed to Edit and Delete Provider entries
  • View Counselor
      View Counselor is allowed to View Counselor entries
  • Edit Counselor
      Edit Counselor is allowed to Edit and Delete Counselor entries
  • View Contact
      View Contact is allowed to View Contact entries
  • Edit Contact
      Edit Contact is allowed to Edit and Delete Contact entries


Types

Types are entries in the dropdown menus like Address or Phone names




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