Guided Implementation Checklist (Catalyst)

TIP!   Bookmark this page and refer back often. It is a goldmine of quick links that will help you set up your Catalyst account.

Welcome to the Catalyst family! 

During the implementation process, you will learn how to:

• Set up general administration settings and preferences.
• Set up clinical settings for the entire organization.
• Create a new student (including behaviors, skills, curriculum, prompts, settings, etc.).
• View information in the App in order to run a session and how to collect data.
• View your data in the Portal and use it to view SOAP notes, graphs, reports, etc.

INITIAL SETUP

Looking for the site to log in to Catalyst? http://secure.datafinch.com/ 

We're excited that you've chosen to partner with us to optimize and streamline your daily work. As you get your Catalyst up and running, we recommend following our 3 Phase approach. Phases 1 and 2 will be completed by your Organization Administrator as they will have the proper permissions to complete these tasks. Phase 3 is for everyone who will be using Catalyst. Here you will learn about major features and functions in Catalyst and how to best utilize Catalyst in your daily routine.

First, let's review how you can request support and how to find answers to your questions.

How to Contact Support & Find Answers

• Submit a Support Request
• Create a Feature Request
• Knowledge Base

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Click the Phase tabs below to expand the information for each Phase.

PHASE 1:  Organization Setup

As a Catalyst Organization Administrator, this should be your first step. Here you will set up all of your Organization-wide settings. Typically these settings will apply to all aspects of Catalyst for you and your staff, as well as Organization documentation.  

1) Organization Staff Setup

 ACTION ITEMS:
 Create Users - Create Catalyst Users. Once they are created, assign each User a Security Group, Site, and Student Access.
Create Security Groups for Various User Access 

2) Organization Level Settings

 ACTION ITEMS:

Create your Organization Settings, This is usually completed when you sign up for a trial account.  
Custom Student Fields (if applicable)
Create Custom Forms (if applicable)

3) Additional Organization Settings

 ACTION ITEMS

If you are an organization with multiple locations and would like to use multiple Sites in Catalyst, Click here to learn the next steps Sites.

Set up your internal processes for handling tasks within Catalyst.

IMPORTANT: We recommend that every organization create its own protocols and processes for handling routine tasks in Catalyst, such as password resets, changing security, site and student access, etc. Example: A BT subs in for another user. They will require security changes so that they may access students for the user they are covering. This would require someone with Administrative access. 

Designate your Catalyst System Administrators. These users will handle tasks like the example above.
If you have purchased our Dedicated Success Coach option, it is advised to prepare a list of questions for your training session.

GOOD TO KNOW INFORMATION:
How to Add & Delete Images

4) Catalyst Student Creation

This is focused on the basics of Student creation; Program creation will come later.

 ACTION ITEMS:
Create Students – Have your Administrators or Supervisors (those who have been granted “All Student” access) begin creating Student profiles.
Overview - Student Programming  

5) Manage Subscriptions & Services

 ACTION ITEMS:

Add Catalyst and/OR VB-MAPP licenses for Students
 Student Licenses: Add (Activate) or Remove (Deactivate)
Remove Example Student (After Your Free Trial) Deactivate the example student prior to the 14-day trial ending.

NOTE: Catalyst has a Curriculum Library feature. This feature is a library of programming that you can view and pull into a Client’s Account when needed. Initial setup for Student Programming will take time and the Curriculum Library can save your Users time in the long run. It would be beneficial to consider who might oversee that setup.

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PHASE 2:  Administration Clinical Setup

Administration Clinical Setup is next! In order to set your Clinical settings, you must have Administrator permissions. This is a crucial step in your Catalyst setup, so take your time to work through this section. 

1) Clinical Set-up

 ACTION ITEMS:
Create Maintenance Levels
Create Organization-Level Custom Prompt Code Defaults 
Set Custom Student-Level Prompt Code Defaults
Create SOAP Note Template  
       See SOAP Notes Webinar and SOAP Note Guide to see the best practices for setting up SOAP Notes. 
If you have purchased our Dedicated Success Coach option, it is advised to prepare a list of questions for your training session.

GOOD TO KNOW INFORMATION:

Create & Build Forms  
Establish Baseline Criteria
Establish Mastery Criteria
Establish Maintenance Criteria
Data Entry Overview
Analysis & Reporting Tab Overview
Documentation Tab Overview
Create a Curriculum Library Curriculum Libraries house student programming (i.e., Skill Areas, Programs, & Targets).

NOTE: Users have the option to populate a Library manually or via a spreadsheet. Once fully populated, a user can pull selected Libraries into their student’s profile and then modify it based on the student’s specific needs. This eliminates the need to recreate programming from scratch on a student-by-student basis. (Depending on the content of your curriculum library size, this can take 15 minutes or 4+ hours) 

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PHASE 3:  Create Student Programming

Now that you have your Organization-wide Settings Setup, it's time to learn about some of the main features of Catalyst and how they work to streamline your daily workflow!

NOTE: You can set up from an organization level, student level, or target level. 

1) Student Program Overview Workflow

See a student program workflow example
 ACTION ITEMS:
Review and learn about Student Setup Workflow

2) Behavior Reduction

Catalyst allows you to collect behaviors for Reduction in two separate ways. The first is event data, in the form of ABC data collection, allowing the clinician to analyze behavior function. The second is “per behavior data” which is the more traditional way, where the clinician chooses the measurement, for example collecting frequency for spitting behavior.

 ACTION ITEMS:

Review & learn about Behavior Reduction
Review & learn about Zero Out Options. 
If you have purchased our Dedicated Success Coach option, it is advised to prepare a list of questions for your training session.

3) Skill Acquisition

Catalyst allows you to collect skill acquisition by choosing the target type that best suits your program needs.

 ACTION ITEMS:
Review and learn about Targets Types
Review and learn about Target Life Cycle
Learn more about Skills Acquisition Overview in Catalyst
Review and learn about Student Specific Student Settings Subtab
Review and learn about Catalyst Portal vs Catalyst App
Create a Student in Catalyst Student Setup Workflow
Complete App Training Workflow
If you have purchased our Dedicated Success Coach option, it is advised to prepare a list of questions for your training session.

3) Catalyst Features (to make things even easier!)

 ACTION ITEMS:
Review and learn about Playlists Overview
Review and learn about ReminderR+ Subtab
Review and learn about Student Assessments Tab in the Portal
Review and learn about the VB-MAPP Introduction & Overview

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