Getting Started with INSIGHT: Logging In for the First Time
Below you will find everything you need to start using INSIGHT, the first time you log in:
- How to get started with Vista's INSIGHT Software video
- Invitation link
- Changing your password and adjusting settings
- Managing program settings (for users with access to multiple programs at a treatment center)
- Take the online training!
Getting Started Video
The following 2-minute video reviews how to log in to the software for the first time. Step-by-step instructions are also listed below.
Invitation Email
You will receive an invitation via email from research@vista-research-group.com to create an account on the Vista Research Group INSIGHT website ( https://client.vista-research-group.com). When you click the link provided in the email, sign in using the email address where you received the invitation and the temporary password provided in the email.
Setting Notification Preferences
Once you're logged in, you may be taken immediately to the settings page. If not, click on the "Settings" icon on the left side toolbar (looks like a gear).
Notification Method
Users can be notified when surveys are completed. The user can choose either text or email. If you choose text, you will be prompted to enter a phone number.
Next, users can choose the interval at which they want to receive messages, based on the severity of the patient-reported responses.
Description of Alerts:
| ICON(S) | TITLE IN SETTINGS | DESCRIPTION |
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When Notify of Patient Reporting Suicidal Thoughts & Possible Intention to Act During the Previous 30 Days at Intake |
Intake Critical Alert (two white flags) indicates a patient reported one or more of the following on their intake survey (30 days before starting treatment):
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When Notify of Patient Reporting Suicidal Thoughts & Possible Intention to Act During Treatment |
Critical Alert (two red flags) indicates a patient reported one or more of the following on their most recent update survey:
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When Notify of Patient Reporting Other Dangerous Thoughts & Behaviors at Intake or During Treatment |
Intake Alert (one white flag) indicates a patient reported one or more of the following on their intake survey (30 days before starting treatment):
Alert (one red flag) indicates a patient reported one or more of the following on their most recent update survey:
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Note: The time entry is in a 24-hour format and on Eastern Time (e.g., If you want to get reports at 10 a.m. Mountain Time, you’ll need to schedule your reports for 12 p.m. Eastern Time).
We recommend that counselors set different alert periods for different types of alerts. For example, you may want to receive "critical alerts" immediately, while you may want to receive "non-alert" reports within 3 hours, at the end of the day, or at the beginning of the day. Reports tend to come in batches, so these intervals are designed to give some flexibility in setting alert times.
Next, you can set which programs you'd like to receive alerts for, if desired. To do so, click on the Receive Alerts drop-down for the program and select either “Assigned to you," “No Alerts,” or, if you are a manager, “All Patients."
Lastly, update your two-factor authentication (2FA) communication preferences. You can choose either email or text message to receive your authentication code. You will need to use your code whenever you log in from a new device, a device that changes IP addresses regularly, or every 45 days. After you select your preference, click "save."
Once all settings have been adjusted, click “Submit.”
Changing Your Password
After updating your email address and cell phone number (please note: you will need to receive an authentication text to change your password), changing your alert settings, and clicking “submit,” the settings page will reload. Click “change password” to change your password.
After you click “change password,” you will be taken to a screen to enter the passcode. The passcode will be texted to your cell phone within a minute or two. Retrieve the passcode from your cell phone and enter it on the screen.
Once you enter the passcode, you will be taken to a page to change your password. You will need to enter your new password twice.
Once you have entered your password in both boxes, click “Submit” to save changes.
ONLINE TRAINING
Now that you're all set up, it's time to complete the online training, if you haven't done so! Visit here to learn how to access the training.