Start a new patient file

28th December 2012

This is only for ICR

This advice is only relevant if you are using the ICR capability of the manual - which is not active at Jan 2013

What am I doing?

When opening a new case, it is important to recognise that this is a Dynamic, adaptive Manualization which is constantly changing and adapting (except in special circumstances such as a formal treatment trial, when the editing of it may be curtailed.)

Hence it is vital that each new patient/client starts with the most up-to-date version of the Manualization. The TeamTemplate is the most up-to-date version of the team's manual, so that you (and your client!) get the benefit of the most recent work on the manual. Your TeamTemplate is either Web-based or on a specific server - your team will know how to reach it.

Setting up a new file:

1. Use your browser to go to the TeamTemplate. Log on with your password.
2. Follow the instructions at Download a copy! after which you will end up with an "html" file that has your client's name or other identifying code as its name - for instance: johnsmith.html
  • Note: - although this file will look and 'feel' just like a website, it is now functioning as a document and is NOT online, but is held entirely within your computer.
  • You can always check that you are not on the web by looking in your browser's address bar (the box at the tiop of your browser which displays the web "url": it will start with the word file:/ rather than http:/ or www.
3. Now prepare this file to be used as a workbook for your specific client.
  • Open the file in your browser (just double click on it)
  • Log in via the Backstage menu. You will need your password and username.
  • So that your own edits are recorded, you may need to add your own name either here : or via the Options button on the right hand margin (the Sidebar). Once you are logged in this should occur automatically.
  • Change the SiteTitle by editing it to your client's name - this is important as you need to be very clear WHOSE file you are recording in!
    • see Edit if you are not sure how to do this - you can just click on the existing title to open the Tiddler that defines the title of the document, and then edit the text in that to the name of your client.
  • Now you are ready to start using the manual as an interactive workbook for recording and thinking about the work with your new client.

Where next?

See Starting a NEW CASE - CheckLists for prompts on what needs doing.