Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 50.1 Icon
edited by karimpirani
on 2014/06/27 12:15
Change comment: There is no comment for this version
To version Icon 52.1 Icon
edited by karimpirani
on 2014/06/27 12:37
Change comment: There is no comment for this version

Summary

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4 4  
5 5  = Administration =
6 6  
7 -OVERVIEW
7 +====== **OVERVIEW** ======
8 8  
9 9  __[[Role Creation>>doc:Role Creation]]__
10 10  
11 +__[[Organizational Unit Definition>>doc:Organizational Units Definition]]__
11 11  
12 -What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
13 +[[__User Creation__>>doc:Administration: User Creation]]
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.
15 +__[[Role Assignment>>doc:Role Assignment]]__
15 15  
16 -What is [[__User Creation__>>doc:Administration: User Creation]]?
17 +__[[Client Creation>>doc:Client Creation]]__
17 17  
18 -* User Creation allows you to create access information for specific users - name, user name, email address, password
19 +[[__Responsibility Creation__>>doc:Responsibility Creation]]
19 19  
20 -What is [[__Role Assignment__>>doc:Role Assignment]]?
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 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**__ ======
25 +====== **MISCELLANEOUS** ======
43 43  
44 44  [[Batch Uploads>>doc:Batch Uploads]]
45 45  
46 46  [[Admin Visibility Rules>>doc:Admin Visibility Rules]]
47 47  
48 -[[I(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)nstrument Visibility Rules>>doc:Instrument Visibility Rules]]
31 +[[Instrument Visibility Rules>>doc:Instrument Visibility Rules]]
49 49  
50 50  [[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
51 51  )))