Last modified by Matthew Deceunynck on 2015/07/21 10:37
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edited by karimpirani
on 2014/06/19 16:23
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To version Icon 58.1 Icon
edited by karimpirani
on 2014/07/07 15:36
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1 1  = [[__The Landing Page__>>doc:The Landing Page]] =
2 2  
3 -= __[[Administration>>doc:Administration]]__ =
3 += [[Menu Structure and General Navigation>>doc:Menu Structure and General Navigation]] =
4 4  
5 += Administration =
5 5  
6 -What is [[__Role Creation__>>doc:Role Creation]]?
7 +====== **Overview** ======
7 7  
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.
9 +[[Role Creation>>doc:Role Creation]]
9 9  
10 -What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
11 +[[Organizational Unit Definition>>doc:Organizational Units Definition]]
11 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 +[[User Creation>>doc:Administration: User Creation]]
13 13  
14 -What is [[__User Creation__>>doc:Administration: User Creation]]?
15 +[[Role Assignment>>doc:Role Assignment]]
15 15  
16 -* User Creation allows you to create access information for specific users - name, user name, email address, password
17 +[[Client Creation>>doc:Client Creation]]
17 17  
18 -What is [[__Role Assignment__>>doc:Role Assignment]]?
19 +[[Responsibility Creation>>doc:Responsibility Creation]]
19 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 21  
22 -What is [[__Client Creation__>>doc:Client Creation]]?
22 +* [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
23 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
24 +[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]
26 26  
27 -What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
26 +(((
27 +====== **Miscellaneous** ======
28 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]]
29 +[[Batch Uploads>>doc:Batch Uploads]]
34 34  
35 -What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
31 +[[Admin Visibility Rules>>doc:Admin Visibility Rules]]
36 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.
33 +[[Instrument Visibility Rules>>doc:Instrument Visibility Rules]]
38 38  
35 +[[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
36 +)))
37 +
39 39  = Assessment Operations =
40 40  
41 41  [[Assessment Presentation Overview>>doc:Assessment Presentation Overview]]
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48 48  
49 49  [[Assessment Compare Function>>doc:Assessment Compare Function]]
50 50  
51 -[[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]]
50 +[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]]
52 52  
53 53  = Reports =
54 54  
55 -[[Named and Saved Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Named+and+Saved+Reports]]
54 +[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
56 56  
57 -Shared Reports
56 +====== **Common Reports** ======
58 58  
58 +* (((
59 +[[Progression Report>>doc:Progression Report]]
60 +)))
61 +* (((
62 +[[Tickler Report>>doc:Tickler Report]]
63 +)))
64 +
65 +* (((
66 +[[Assessment Aging Report>>doc:Assessment Aging]]
67 +)))
68 +* (((
69 +[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]]
70 +)))
71 +* (((
72 +[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
73 +)))
74 +* (((
75 +[[Outcome Comparison Report>>doc:Outcome Comparison Report]]
76 +)))
77 +* (((
78 +[[Count Clients Report>>doc:Count Clients Report]]
79 +)))
80 +* (((
81 +[[Count Assessments Report>>doc:Count Assessments Report]]
82 +)))
83 +
84 +(((
85 +====== (% style="line-height: 19.600000381469727px;" %)**Additional Report Options**(%%) ======
86 +)))
87 +
88 +[[Shared Report>>doc:Shared Reports]]
89 +
59 59  Report Subscription
60 60  
61 -== Algorithm ==
92 +Reliable Change Index Report (RCI)
62 62  
94 +== Algorithms ==
95 +
63 63  [[Overview of Algorithms>>doc:algorithms_overview]]
64 64  
65 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
98 +[[Setting up Algorithms>>doc:Setting up Algorithms]]
99 +
100 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]
101 +
102 +== Action Plan Operations ==
103 +
104 +[[Action Plans - Overview>>doc:Action Plans - Overview]]
105 +
106 +[[Creating an Action Plan>>doc:Creating an Action Plan]]
107 +
108 +[[Creating a Progress Note>>doc:Creating a Progress Note]]
109 +
110 +== Incident Operations ==
111 +
112 +[[Incidents - Overview>>doc:Incidents - Overview]]
113 +
114 +[[Creating an Incident Report>>doc:Creating an Incident Report]]
115 +
116 +== [[Tablet Interface - Simplified User Interface>>doc:Tablet Interface]] ==
117 +
118 +== [[Recommended Treatment>>doc:Recommended Treatment]] ==
119 +
120 +== [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
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