Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 12.1 Icon
edited by sghareeb
on 2014/06/13 16:27
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To version Icon 14.1 Icon
edited by sghareeb
on 2014/06/19 13:54
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Summary

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1 1  = [[__The Landing Page__>>doc:The Landing Page]] =
2 2  
3 -= [[__Administration__>>doc:Administration]] =
3 += __[[Administration>>doc:Administration]]__ =
4 4  
5 -Clients
6 6  
7 -Staff
6 +What is [[__Role Creation__>>doc:Role Creation]]?
8 8  
9 -Responsibilities
8 +* Role Creation is the process of defining groups of users and what they are permitted to do in the system, such as Edit Client, or Create Assessment. Each role can be given very specific permissions to allow viewing, editing, creating and/or deleting an object in SMR.
10 10  
10 +What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
11 +
12 +* Organizational Unit definition is the creation of the units and subunits of an organization. This enables you to organize clients and users according to where they operate in the organization and group them for purposes of data visibility, reporting and security.
13 +
14 +What is [[__User Creation__>>doc:Administration: User Creation]]?
15 +
16 +* User Creation allows you to create access information for specific users - name, user name, email address, password
17 +
18 +What is [[__Role Assignment__>>doc:Role Assignment]]?
19 +
20 +* Role Assignment is the process of assigning users to roles and thus defining how they can use the system (according to the permissions enabled for the role in Role Creation) .
21 +
22 +What is [[__Client Creation__>>doc:Client Creation]]?
23 +
24 +* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
25 +* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
26 +
27 +What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
28 +
29 +* Responsibility Creation involves relating staff, clients, and organizational units.
30 +* It allows you to define responsibility between (Responsibility assignment is what determines "Visibility" of the different organizations (OUs), Client (Consumers or Patients), as well as staff assigned to supervisors and management).
31 +** a staff person and an [[__Organization__>>doc:Organizational Units Definition]]
32 +** a staff person and [[__Clients__>>doc:Clients]]
33 +** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
34 +
35 +What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
36 +
37 +* A taxonomy is a classification system. Tags are the elements in a taxonomy. By associating clients with particular tags, this enables the system creating dimensions for reporting based on those tags. One potential tag would be the payor that the client is associated with. Another might be a particular class of patient.
38 +
11 11  = Assessment Operations =
12 12  
13 -[[Assessment Presentation Overview>>attach:help_assessment_presentation_overview.html]]
41 +Assessment Presentation Overview
14 14  
15 15  Client Assessment Data View Options
16 16