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e-SDRT User Guide, Update April 2014 TABLE OF CONTENTS About the e-SDRT User Guide 1 1. INTRODUCTION - Overview - Systems Requirements o Hardware Requirements o Software Requirements o eSDRT Spreadsheet o eSDRT HCC Data Collection Requirements - e-SDRT HCC Data Collection Requirements 2 2 4 4 4 4 4 4 2. GETTING STARTED - Retrieving, Opening and Saving the eSDRT Spreadsheet - Enabling Macros - Recommended File Naming Convention - Data Back-up 6 6 6 7 8 3. e-SDRT SPREADSHEET - Using the e-SDR Spreadsheet - Function Buttons - Navigation - Data Entry - Frequency of Data Capture - Mandatory Fields - Worksheets o Basic Information o Community or Tribal Council Name o Staff Name o Year/Month 9 10 12 13 14 14 14 15 15 15 16 16 4. 17 17 17 18 18 18 19 19 20 20 20 20 21 21 21 CLIENT INFORMATION WORKSHEET - Client Information Section o Client Identifier o Birth Date o Gender o Admission/Readmission o Primary Reason for Home Care Services - Admission/Discharge Section o Referral Date o Admission Date o Discharge Date - Referral Section o Source of Referral o Client Type - Reason for Discharge Section i