Changes for page Objective Arts Help System
Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version
24.2


edited by karimpirani
on 2014/06/20 09:22
on 2014/06/20 09:22
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To version
77.1


edited by Steve Grant
on 2014/10/02 14:05
on 2014/10/02 14:05
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Summary
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... ... @@ -1,52 +1,35 @@ 1 -= [[__ The Landing Page__>>doc:The Landing Page]] =1 += [[__System Landing Page Help__>>doc:The Landing Page]] = 2 2 3 -= A dministration =3 += [[Application Menu Structure and Navigation>>doc:Menu Structure and General Navigation]] = 4 4 5 - OVERVIEW5 +====== **Administration** ====== 6 6 7 +[[Role Creation>>doc:Role Creation]] 7 7 8 - Whats [[__RoleCreation__>>doc:RoleCreation]]?9 +[[Organizational Unit Definition>>doc:Organizational Units Definition]] 9 9 10 - * Role Creationis the process ofdefining groupsof usersand whatthey are permitted todo inthesystem, 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.11 +[[User Creation>>doc:Administration: User Creation]] 11 11 12 - What is[[__OrganizationalUnit Definition__>>doc:OrganizationalUnitsDefinition]]?13 +[[Role Assignment>>doc:Role Assignment]] 13 13 14 - * OrganizationalUnit definitionis the creationof the units andsubunitsof an organization. This enables you to organizeclientsand users according to where they operatein theorganization and group them for purposes of data visibility, reporting and security.15 +[[Client Creation>>doc:Client Creation]] 15 15 16 - What is[[__UserCreation__>>doc:Administration: UserCreation]]?17 +[[Responsibility Creation>>doc:Responsibility Creation]] 17 17 18 -* UserCreation allowsyou to createaccessnformation for specificusers- name, username, emailaddress, password19 +* [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]] 19 19 20 - What is[[__Role Assignment__>>doc:RoleAssignment]]?21 +[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]] 21 21 22 -* 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) . 23 - 24 -What is [[__Client Creation__>>doc:Client Creation]]? 25 - 26 -* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code 27 -* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags 28 - 29 -What is [[__Responsibility Creation__?>>doc:Responsibility Creation]] 30 - 31 -* Responsibility Creation involves relating staff, clients, and organizational units. 32 -* 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). 33 -** a staff person and an [[__Organization__>>doc:Organizational Units Definition]] 34 -** a staff person and [[__Clients__>>doc:Clients]] 35 -** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]] 36 - 37 -What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]? 38 - 39 -* 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. 40 - 41 41 ((( 42 -M ISCELLANEOUS24 +====== **Miscellaneous** ====== 43 43 44 - 45 45 [[Batch Uploads>>doc:Batch Uploads]] 46 46 28 +[[Bulk User Move>>doc:BulkUserMove||title="Information about how to user the Bulk User Move dialog."]] 29 + 47 47 [[Admin Visibility Rules>>doc:Admin Visibility Rules]] 48 48 49 -[[I (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)nstrument Visibility Rules>>doc:Instrument Visibility Rules]]32 +[[Instrument Visibility Rules>>doc:Instrument Visibility Rules]] 50 50 51 51 [[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]] 52 52 ))) ... ... @@ -63,76 +63,47 @@ 63 63 64 64 [[Assessment Compare Function>>doc:Assessment Compare Function]] 65 65 66 -[[Caregiver Management & Assessment Functions>>doc:Caregiver Management& Assessment Functions]]49 +[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]] 67 67 68 68 = Reports = 69 69 70 -Create New Report 53 +[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]] 71 71 55 +====== **Common Reports** ====== 72 72 73 - *[[Named andSavedReports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Named+and+Saved+Reports||style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);"]]57 +[[Progression Report>>doc:Progression Report]] 74 74 75 - CommonReports59 +[[Tickler Report>>doc:Tickler Report]] 76 76 61 +[[Assessment Aging Report>>doc:Assessment Aging]] 77 77 78 -* ((( 79 -Progression Report 80 -))) 81 -* ((( 82 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tickler Report 83 -))) 84 -* ((( 85 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)CANS Reassessment Aging 86 -))) 87 -* ((( 88 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Clients in Need of First CANS 89 -))) 90 -* ((( 91 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report 92 -))) 93 -* ((( 94 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report 95 -))) 96 -* ((( 97 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients 98 -))) 99 -* ((( 100 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments 101 -))) 63 +[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]] 102 102 103 - (% style="font-size:14.666666984558105px;background-color:rgb(245, 245, 245);" %)SharedReport65 +[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]] 104 104 105 - (% style="font-size:14.666666984558105px; background-color:rgb(245, 245, 245);" %)ReportSubscription67 +[[Outcome Comparison Report>>doc:Outcome Comparison Report]] 106 106 107 - Reliable ChangeIndexReport(RCI)69 +[[Count Clients Report>>doc:Count Clients Report]] 108 108 109 - ==Algorithms==71 +[[Count Assessments Report>>doc:Count Assessments Report]] 110 110 111 -[[Overview of Algorithms>>doc:algorithms_overview]] 73 +((( 74 +====== **Additional Report Options** ====== 75 +))) 112 112 113 -[[Set tingupAlgorithms>>doc:SettingupAlgorithms]]77 +[[Shared Report and Report Subscriptions>>doc:Shared Reports]] 114 114 115 -[[ AlgorithmReports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px;background-color: rgb(245, 245, 245);"]]79 +[[Reliable Change Index (RCI) Report>>doc:Reliable Change Index (RCI) Report]] 116 116 81 +* by [[Domain>>doc:RCI by Domain]] 82 +* by [[Organization Unit>>doc:RCI by OU]] 117 117 84 +== Algorithms == 118 118 119 - == ActionPlan Operations==86 +[[Overview of Algorithms>>doc:algorithms_overview]] 120 120 121 -[[ ActionPlans- Overview>>doc:ActionPlans- Overview]]88 +[[Setting up Algorithms>>doc:Setting up Algorithms]] 122 122 123 -[[ Creating an ActionPlan>>doc:Creating an ActionPlan]]90 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]] 124 124 125 -[[Creating a Progress Note>>doc:Creating a Progress Note]] 126 - 127 - 128 -== Incident Operations == 129 - 130 -[[Incidents - Overview>>doc:Incidents - Overview]] 131 - 132 -[[Creating an Incident Report>>doc:Creating an Incident Report]] 133 - 134 -== == 135 - 136 -== [[Recommended Treatment>>doc:Recommended Treatment]] == 137 - 138 -== [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] == 92 +[[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]]
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