Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 34.1 Icon
edited by karimpirani
on 2014/06/24 18:18
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To version Icon 58.1 Icon
edited by karimpirani
on 2014/07/07 15:36
Change comment: There is no comment for this version

Summary

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1 1  = [[__The Landing Page__>>doc:The Landing Page]] =
2 2  
3 += [[Menu Structure and General Navigation>>doc:Menu Structure and General Navigation]] =
4 +
3 3  = Administration =
4 4  
5 -OVERVIEW
7 +====== **Overview** ======
6 6  
9 +[[Role Creation>>doc:Role Creation]]
7 7  
8 -What is [[__Role Creation__>>doc:Role Creation]]?
11 +[[Organizational Unit Definition>>doc:Organizational Units Definition]]
9 9  
10 -* 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.
13 +[[User Creation>>doc:Administration: User Creation]]
11 11  
12 -What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
15 +[[Role Assignment>>doc:Role Assignment]]
13 13  
14 -* 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.
17 +[[Client Creation>>doc:Client Creation]]
15 15  
16 -What is [[__User Creation__>>doc:Administration: User Creation]]?
19 +[[Responsibility Creation>>doc:Responsibility Creation]]
17 17  
18 -* User Creation allows you to create access information for specific users - name, user name, email address, password
19 19  
20 -What is [[__Role Assignment__>>doc:Role Assignment]]?
22 +* [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
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) .
24 +[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]
23 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 -MISCELLANEOUS
27 +====== **Miscellaneous** ======
43 43  
44 -
45 45  [[Batch Uploads>>doc:Batch Uploads]]
46 46  
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]]
33 +[[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  )))
... ... @@ -63,20 +63,16 @@
63 63  
64 64  [[Assessment Compare Function>>doc:Assessment Compare Function]]
65 65  
66 -[[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]]
50 +[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]]
67 67  
68 68  = Reports =
69 69  
70 -Create New Report
54 +[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
71 71  
56 +====== **Common Reports** ======
72 72  
73 -* [[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);"]]
74 -
75 -Common Reports
76 -
77 -
78 78  * (((
79 -Progression Report
59 +[[Progression Report>>doc:Progression Report]]
80 80  )))
81 81  * (((
82 82  [[Tickler Report>>doc:Tickler Report]]
... ... @@ -83,28 +83,32 @@
83 83  )))
84 84  
85 85  * (((
86 -[[Assessment Aging>>doc:Assessment Aging]]
66 +[[Assessment Aging Report>>doc:Assessment Aging]]
87 87  )))
88 88  * (((
89 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Clients in Need of First CANS
69 +[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]]
90 90  )))
91 91  * (((
92 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report
72 +[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
93 93  )))
94 94  * (((
95 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report
75 +[[Outcome Comparison Report>>doc:Outcome Comparison Report]]
96 96  )))
97 97  * (((
98 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
78 +[[Count Clients Report>>doc:Count Clients Report]]
99 99  )))
100 100  * (((
101 -(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
81 +[[Count Assessments Report>>doc:Count Assessments Report]]
102 102  )))
103 103  
104 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
84 +(((
85 +====== (% style="line-height: 19.600000381469727px;" %)**Additional Report Options**(%%) ======
86 +)))
105 105  
106 -(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
88 +[[Shared Report>>doc:Shared Reports]]
107 107  
90 +Report Subscription
91 +
108 108  Reliable Change Index Report (RCI)
109 109  
110 110  == Algorithms ==
... ... @@ -113,10 +113,8 @@
113 113  
114 114  [[Setting up Algorithms>>doc:Setting up Algorithms]]
115 115  
116 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
100 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]
117 117  
118 -
119 -
120 120  == Action Plan Operations ==
121 121  
122 122  [[Action Plans - Overview>>doc:Action Plans - Overview]]
... ... @@ -125,7 +125,6 @@
125 125  
126 126  [[Creating a Progress Note>>doc:Creating a Progress Note]]
127 127  
128 -
129 129  == Incident Operations ==
130 130  
131 131  [[Incidents - Overview>>doc:Incidents - Overview]]
... ... @@ -132,7 +132,7 @@
132 132  
133 133  [[Creating an Incident Report>>doc:Creating an Incident Report]]
134 134  
135 -== ==
116 +== [[Tablet Interface - Simplified User Interface>>doc:Tablet Interface]] ==
136 136  
137 137  == [[Recommended Treatment>>doc:Recommended Treatment]] ==
138 138