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edited by karimpirani
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edited by karimpirani
on 2014/07/07 15:37
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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 +* [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
21 21  
22 -What is [[__Client Creation__>>doc:Client Creation]]?
23 +[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]
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
25 +(((
26 +====== **Miscellaneous** ======
26 26  
27 -What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
28 +[[Batch Uploads>>doc:Batch Uploads]]
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]]
30 +[[Admin Visibility Rules>>doc:Admin Visibility Rules]]
34 34  
35 -What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
32 +[[Instrument Visibility Rules>>doc:Instrument 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.
34 +[[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
35 +)))
38 38  
39 39  = Assessment Operations =
40 40  
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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]]
49 +[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]]
52 52  
53 53  = Reports =
54 54  
55 -Create New Report
53 +[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
56 56  
55 +====== **Common Reports** ======
57 57  
58 -* [[Named and Saved Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Named+and+Saved+Reports||style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);"]]
59 -
60 -Common Reports
61 -
62 -
63 63  * (((
64 -Progression Report
58 +[[Progression Report>>doc:Progression Report]]
65 65  )))
66 66  * (((
67 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tickler Report
61 +[[Tickler Report>>doc:Tickler Report]]
68 68  )))
63 +
69 69  * (((
70 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)CANS Reassessment Aging
65 +[[Assessment Aging Report>>doc:Assessment Aging]]
71 71  )))
72 72  * (((
73 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Clients in Need of First CANS
68 +[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]]
74 74  )))
75 75  * (((
76 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report
71 +[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
77 77  )))
78 78  * (((
79 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report
74 +[[Outcome Comparison Report>>doc:Outcome Comparison Report]]
80 80  )))
81 81  * (((
82 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
77 +[[Count Clients Report>>doc:Count Clients Report]]
83 83  )))
84 84  * (((
85 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
80 +[[Count Assessments Report>>doc:Count Assessments Report]]
86 86  )))
87 87  
88 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
83 +(((
84 +====== (% style="line-height: 19.600000381469727px;" %)**Additional Report Options**(%%) ======
85 +)))
89 89  
90 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
87 +[[Shared Report>>doc:Shared Reports]]
91 91  
89 +Report Subscription
90 +
92 92  Reliable Change Index Report (RCI)
93 93  
94 -== [[Algorithms>>doc:Algorithms]] ==
93 +== Algorithms ==
95 95  
96 96  [[Overview of Algorithms>>doc:algorithms_overview]]
97 97  
98 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
97 +[[Setting up Algorithms>>doc:Setting up Algorithms]]
99 99  
99 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]
100 100  
101 -== [[Incident Operations>>doc:Incident Operations]] ==
101 +== Action Plan Operations ==
102 102  
103 +[[Action Plans - Overview>>doc:Action Plans - Overview]]
103 103  
104 -== [[Action Plan Operations>>doc:Action Plan Operations]] ==
105 +[[Creating an Action Plan>>doc:Creating an Action Plan]]
105 105  
107 +[[Creating a Progress Note>>doc:Creating a Progress Note]]
106 106  
107 -== [[Recommended Treatment>>doc:Recommended Treatment]] ==
109 +== Incident Operations ==
108 108  
111 +[[Incidents - Overview>>doc:Incidents - Overview]]
109 109  
113 +[[Creating an Incident Report>>doc:Creating an Incident Report]]
114 +
115 +== [[Tablet Interface - Simplified User Interface>>doc:Tablet Interface]] ==
116 +
117 +== [[Recommended Treatment>>doc:Recommended Treatment]] ==
118 +
110 110  == [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
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