Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 58.1 Icon
edited by karimpirani
on 2014/07/07 15:36
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To version Icon 45.1 Icon
edited by karimpirani
on 2014/06/26 18:25
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Summary

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4 4  
5 5  = Administration =
6 6  
7 -====== **Overview** ======
7 +OVERVIEW
8 8  
9 -[[Role Creation>>doc:Role Creation]]
10 10  
11 -[[Organizational Unit Definition>>doc:Organizational Units Definition]]
10 +What is [[__Role Creation__>>doc:Role Creation]]?
12 12  
13 -[[User Creation>>doc:Administration: User Creation]]
12 +* 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.
14 14  
15 -[[Role Assignment>>doc:Role Assignment]]
14 +What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
16 16  
17 -[[Client Creation>>doc:Client Creation]]
16 +* 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.
18 18  
19 -[[Responsibility Creation>>doc:Responsibility Creation]]
18 +What is [[__User Creation__>>doc:Administration: User Creation]]?
20 20  
20 +* User Creation allows you to create access information for specific users - name, user name, email address, password
21 21  
22 -* [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
22 +What is [[__Role Assignment__>>doc:Role Assignment]]?
23 23  
24 -[[Taxonomy Creation AKA Tagging>>doc:Administration: Tag Creation]]
24 +* 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) .
25 25  
26 +What is [[__Client Creation__>>doc:Client Creation]]?
27 +
28 +* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
29 +* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
30 +
31 +What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
32 +
33 +* Responsibility Creation involves relating staff, clients, and organizational units.
34 +* 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).
35 +** a staff person and an [[__Organization__>>doc:Organizational Units Definition]]
36 +** a staff person and [[__Clients__>>doc:Clients]]
37 +** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>doc:Supervisor Responsibilities]]
38 +
39 +What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
40 +
41 +* 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.
42 +
26 26  (((
27 -====== **Miscellaneous** ======
44 +MISCELLANEOUS
28 28  
46 +
29 29  [[Batch Uploads>>doc:Batch Uploads]]
30 30  
31 31  [[Admin Visibility Rules>>doc:Admin Visibility Rules]]
32 32  
33 -[[Instrument Visibility Rules>>doc:Instrument Visibility Rules]]
51 +[[I(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)nstrument Visibility Rules>>doc:Instrument Visibility Rules]]
34 34  
35 35  [[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
36 36  )))
... ... @@ -51,10 +51,14 @@
51 51  
52 52  = Reports =
53 53  
54 -[[Creating a New Report - Overview>>doc:Creating a New Report - Overview]]
72 +Create New Report
55 55  
56 -====== **Common Reports** ======
57 57  
75 +* [[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);"]]
76 +
77 +Common Reports
78 +
79 +
58 58  * (((
59 59  [[Progression Report>>doc:Progression Report]]
60 60  )))
... ... @@ -66,7 +66,7 @@
66 66  [[Assessment Aging Report>>doc:Assessment Aging]]
67 67  )))
68 68  * (((
69 -[[Clients with No Assessments Report>>doc:Clients with No Assessments Report]]
91 +[[Client with No Assessments Report>>doc:Clients with No Assessments Report]]
70 70  )))
71 71  * (((
72 72  [[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]
... ... @@ -75,20 +75,16 @@
75 75  [[Outcome Comparison Report>>doc:Outcome Comparison Report]]
76 76  )))
77 77  * (((
78 -[[Count Clients Report>>doc:Count Clients Report]]
100 +(% 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]]
103 +(% 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 -)))
106 +(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
87 87  
88 -[[Shared Report>>doc:Shared Reports]]
108 +(% 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 94  == Algorithms ==
... ... @@ -97,8 +97,10 @@
97 97  
98 98  [[Setting up Algorithms>>doc:Setting up Algorithms]]
99 99  
100 -[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports]]
118 +[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
101 101  
120 +
121 +
102 102  == Action Plan Operations ==
103 103  
104 104  [[Action Plans - Overview>>doc:Action Plans - Overview]]
... ... @@ -107,6 +107,7 @@
107 107  
108 108  [[Creating a Progress Note>>doc:Creating a Progress Note]]
109 109  
130 +
110 110  == Incident Operations ==
111 111  
112 112  [[Incidents - Overview>>doc:Incidents - Overview]]