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edited by karimpirani
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edited by karimpirani
on 2014/06/19 16:50
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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  
23 -(((
24 -====== **Miscellaneous** ======
22 +What is [[__Client Creation__>>doc:Client Creation]]?
25 25  
26 -[[Batch Uploads>>doc:Batch Uploads]]
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
27 27  
28 -[[Admin Visibility Rules>>doc:Admin Visibility Rules]]
27 +What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
29 29  
30 -[[Instrument Visibility Rules>>doc:Instrument 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]]
31 31  
32 -[[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
33 -)))
35 +What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
34 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.
38 +
35 35  = Assessment Operations =
36 36  
37 37  [[Assessment Presentation Overview>>doc:Assessment Presentation Overview]]
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44 44  
45 45  [[Assessment Compare Function>>doc:Assessment Compare Function]]
46 46  
47 -[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]]
51 +[[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]]
48 48  
49 49  = Reports =
50 50  
51 -[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
55 +Create New Report
52 52  
53 -====== **Common Reports** ======
54 54  
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 +
55 55  * (((
56 -[[Progression Report>>doc:Progression Report]]
64 +Progression Report
57 57  )))
58 58  * (((
59 -[[Tickler Report>>doc:Tickler Report]]
67 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tickler Report
60 60  )))
61 -
62 62  * (((
63 -[[Assessment Aging Report>>doc:Assessment Aging]]
70 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)CANS Reassessment Aging
64 64  )))
65 65  * (((
66 -[[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
67 67  )))
68 68  * (((
69 -[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
76 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report
70 70  )))
71 71  * (((
72 -[[Outcome Comparison Report>>doc:Outcome Comparison Report]]
79 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report
73 73  )))
74 74  * (((
75 -[[Count Clients Report>>doc:Count Clients Report]]
82 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
76 76  )))
77 77  * (((
78 -[[Count Assessments Report>>doc:Count Assessments Report]]
85 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
79 79  )))
80 80  
81 -(((
82 -====== (% style="line-height: 19.600000381469727px;" %)**Additional Report Options**(%%) ======
83 -)))
88 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
84 84  
85 -[[Shared Report>>doc:Shared Reports]]
90 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
86 86  
87 -Report Subscription
88 -
89 89  Reliable Change Index Report (RCI)
90 90  
91 -== Algorithms ==
94 +== [[Algorithms>>doc:Algorithms]] ==
92 92  
93 93  [[Overview of Algorithms>>doc:algorithms_overview]]
94 94  
95 -[[Setting up Algorithms>>doc:Setting up Algorithms]]
98 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
96 96  
97 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]
98 98  
99 -== Action Plan Operations ==
101 +== [[Incident Operations>>doc:Incident Operations]] ==
100 100  
101 -[[Action Plans - Overview>>doc:Action Plans - Overview]]
102 102  
103 -[[Creating an Action Plan>>doc:Creating an Action Plan]]
104 +== [[Action Plan Operations>>doc:Action Plan Operations]] ==
104 104  
105 -[[Creating a Progress Note>>doc:Creating a Progress Note]]
106 106  
107 -== Incident Operations ==
108 -
109 -[[Incidents - Overview>>doc:Incidents - Overview]]
110 -
111 -[[Creating an Incident Report>>doc:Creating an Incident Report]]
112 -
113 -== [[Tablet Interface - Simplified User Interface>>doc:Tablet Interface]] ==
114 -
115 115  == [[Recommended Treatment>>doc:Recommended Treatment]] ==
116 116  
109 +
117 117  == [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
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