Last modified by Matthew Deceunynck on 2015/07/21 10:37
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edited by karimpirani
on 2014/06/27 12:37
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To version Icon 20.1 Icon
edited by karimpirani
on 2014/06/19 16:45
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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]] =
3 += __[[Administration>>doc:Administration]]__ =
4 4  
5 -= Administration =
6 6  
7 -====== **OVERVIEW** ======
6 +What is [[__Role Creation__>>doc:Role Creation]]?
8 8  
9 -__[[Role Creation>>doc:Role Creation]]__
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.
10 10  
11 -__[[Organizational Unit Definition>>doc:Organizational Units Definition]]__
10 +What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
12 12  
13 -[[__User Creation__>>doc:Administration: User Creation]]
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.
14 14  
15 -__[[Role Assignment>>doc:Role Assignment]]__
14 +What is [[__User Creation__>>doc:Administration: User Creation]]?
16 16  
17 -__[[Client Creation>>doc:Client Creation]]__
16 +* User Creation allows you to create access information for specific users - name, user name, email address, password
18 18  
19 -[[__Responsibility Creation__?>>doc:Responsibility Creation]]
18 +What is [[__Role Assignment__>>doc:Role Assignment]]?
20 20  
21 -[[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
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) .
22 22  
22 +What is [[__Client Creation__>>doc:Client Creation]]?
23 23  
24 -(((
25 -====== **MISCELLANEOUS** ======
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
26 26  
27 -[[Batch Uploads>>doc:Batch Uploads]]
27 +What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
28 28  
29 -[[Admin Visibility Rules>>doc:Admin Visibility Rules]]
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 30  
31 -[[Instrument Visibility Rules>>doc:Instrument Visibility Rules]]
35 +What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
32 32  
33 -[[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
34 -)))
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.
35 35  
36 36  = Assessment Operations =
37 37  
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45 45  
46 46  [[Assessment Compare Function>>doc:Assessment Compare Function]]
47 47  
48 -[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]]
51 +[[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]]
49 49  
50 50  = Reports =
51 51  
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58 58  
59 59  
60 60  * (((
61 -[[Progression Report>>doc:Progression Report]]
64 +Progression Report
62 62  )))
63 63  * (((
64 -[[Tickler Report>>doc:Tickler Report]]
67 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tickler Report
65 65  )))
66 -
67 67  * (((
68 -[[Assessment Aging Report>>doc:Assessment Aging]]
70 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)CANS Reassessment Aging
69 69  )))
70 70  * (((
71 -[[Client with No Assessments Report>>doc:Clients with No Assessments Report]]
73 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Clients in Need of First CANS
72 72  )))
73 73  * (((
74 -[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
76 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report
75 75  )))
76 76  * (((
77 -[[Outcome Comparison Report>>doc:Outcome Comparison Report]]
79 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report
78 78  )))
79 79  * (((
80 80  (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
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83 83  (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
84 84  )))
85 85  
86 -[[Shared Report>>doc:Shared Reports]]
88 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
87 87  
88 88  (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
89 89  
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93 93  
94 94  [[Overview of Algorithms>>doc:algorithms_overview]]
95 95  
96 -[[Setting up Algorithms>>doc:Setting up Algorithms]]
97 -
98 98  [[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
99 99  
100 100  
101 +Incident Operations
101 101  
102 -== Action Plan Operations ==
103 103  
104 -[[Action Plans - Overview>>doc:Action Plans - Overview]]
104 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)**Action Plan Operations**
105 105  
106 -[[Creating an Action Plan>>doc:Creating an Action Plan]]
107 107  
108 -[[Creating a Progress Note>>doc:Creating a Progress Note]]
107 +Recommended Treatment
109 109  
110 110  
111 -== Incident Operations ==
110 +[[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]]
112 112  
113 -[[Incidents - Overview>>doc:Incidents - Overview]]
114 114  
115 -[[Creating an Incident Report>>doc:Creating an Incident Report]]
116 -
117 -== [[Tablet Interface - Simplified User Interface>>doc:Tablet Interface]] ==
118 -
119 -== [[Recommended Treatment>>doc:Recommended Treatment]] ==
120 -
121 -== [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
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