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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  
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) .
21 21  
22 -* [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
22 +What is [[__Client Creation__>>doc:Client Creation]]?
23 23  
24 -[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]
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
25 25  
26 -(((
27 -====== **Miscellaneous** ======
27 +What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
28 28  
29 -[[Batch Uploads>>doc:Batch Uploads]]
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 -[[Admin Visibility Rules>>doc:Admin Visibility Rules]]
35 +What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
32 32  
33 -[[Instrument Visibility Rules>>doc:Instrument Visibility Rules]]
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.
34 34  
35 -[[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
36 -)))
37 -
38 38  = Assessment Operations =
39 39  
40 40  [[Assessment Presentation Overview>>doc:Assessment Presentation Overview]]
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47 47  
48 48  [[Assessment Compare Function>>doc:Assessment Compare Function]]
49 49  
50 -[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]]
51 +[[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]]
51 51  
52 52  = Reports =
53 53  
54 -[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
55 +Create New Report
55 55  
56 -====== **Common Reports** ======
57 57  
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 +
58 58  * (((
59 -[[Progression Report>>doc:Progression Report]]
64 +Progression Report
60 60  )))
61 61  * (((
62 -[[Tickler Report>>doc:Tickler Report]]
67 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Tickler Report
63 63  )))
64 -
65 65  * (((
66 -[[Assessment Aging Report>>doc:Assessment Aging]]
70 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)CANS Reassessment Aging
67 67  )))
68 68  * (((
69 -[[Clients 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
70 70  )))
71 71  * (((
72 -[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
76 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report
73 73  )))
74 74  * (((
75 -[[Outcome Comparison Report>>doc:Outcome Comparison Report]]
79 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report
76 76  )))
77 77  * (((
78 -[[Count Clients Report>>doc:Count Clients Report]]
82 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
79 79  )))
80 80  * (((
81 -[[Count Assessments Report>>doc:Count Assessments Report]]
85 +(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
82 82  )))
83 83  
84 -(((
85 -====== (% style="line-height: 19.600000381469727px;" %)**Additional Report Options**(%%) ======
86 -)))
88 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
87 87  
88 -[[Shared Report>>doc:Shared Reports]]
90 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
89 89  
90 -Report Subscription
91 -
92 92  Reliable Change Index Report (RCI)
93 93  
94 -== Algorithms ==
94 +== [[Algorithms>>doc:Algorithms]] ==
95 95  
96 96  [[Overview of Algorithms>>doc:algorithms_overview]]
97 97  
98 -[[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);"]]
99 99  
100 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]
101 101  
102 -== Action Plan Operations ==
101 +== [[Incident Operations>>doc:Incident Operations]] ==
103 103  
104 -[[Action Plans - Overview>>doc:Action Plans - Overview]]
105 105  
106 -[[Creating an Action Plan>>doc:Creating an Action Plan]]
104 +== [[Action Plan Operations>>doc:Action Plan Operations]] ==
107 107  
108 -[[Creating a Progress Note>>doc:Creating a Progress Note]]
109 109  
110 -== Incident Operations ==
111 -
112 -[[Incidents - Overview>>doc:Incidents - Overview]]
113 -
114 -[[Creating an Incident Report>>doc:Creating an Incident Report]]
115 -
116 -== [[Tablet Interface - Simplified User Interface>>doc:Tablet Interface]] ==
117 -
118 118  == [[Recommended Treatment>>doc:Recommended Treatment]] ==
119 119  
109 +
120 120  == [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==
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