Last modified by Matthew Deceunynck on 2015/07/21 10:37
From version Icon 7.2 Icon
edited by jmendelsohn
on 2014/06/13 13:23
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To version Icon 13.1 Icon
edited by sghareeb
on 2014/06/19 13:48
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1 -XWiki.jmendelsohn
1 +XWiki.sghareeb
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1 -= [[The Landing Page>>doc:The Landing Page]] =
1 += [[__The Landing Page__>>doc:The Landing Page]] =
2 2  
3 -= Administration =
3 += __[[Administration>>doc:Administration]]__ =
4 4  
5 -Clients
6 6  
7 -Staff
6 +What is [[__Role Creation__>>doc:Role Creation]]?
8 8  
9 -Responsibilities
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  
10 +What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
11 +
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.
13 +
14 +What is [[__User Creation__>>doc:Administration: User Creation]]?
15 +
16 +* User Creation allows you to create access information for specific users - name, user name, email address, password
17 +
18 +What is [[__Role Assignment__>>doc:Role Assignment]]?
19 +
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 +
22 +What is [[__Client Creation__>>doc:Client Creation]]?
23 +
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 +
27 +What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
28 +
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]]
34 +
35 +What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
36 +
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 +
39 +
11 11  = Assessment Operations =
12 12  
13 -Assessment Presentation Overview
42 +[[Assessment Presentation Overview>>attach:help_assessment_presentation_overview.html]]
14 14  
15 15  Client Assessment Data View Options
16 16  
Icon help_assessment_presentation_overview.html
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26 + <title>OA SMR Help Guide / Help - Assessment Presentation Overview</title>
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109 + Help - Assessment Presentation Overview
110 + </h1>
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116 + Last edited
117 + by <span id="page-editor"><img src="bread.png" class="userimage"><a indepth="true" href="07d298c79e8d2b3740acf0e8fc745e2d77023aa5.html" class=" usercard_trigger" data-uid="07d298c79e8d2b3740acf0e8fc745e2d77023aa5">Allen Yang</a></span> <span id="page-history-ago">2 years, 7 months ago</span>
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130 + <div id="wikipage-inner">
131 + <p><strong><span style="font-size: 130%;">Help - Assessment Presentation Overview</span></strong></p>
132 +<p><span style="font-size: 115%;">SMR provides you with a high level of functionality to view and edit the assessments you are responsible for.&nbsp; </span></p>
133 +<p><span style="font-size: 115%;">Once you select an assessment from one of the assessment sidebar options, SMR will present the following:</span></p>
134 +<p><span style="font-size: 115%;"><img id="pbImage388518" style="border: 2px solid rgb(0, 0, 0);" src="cans-launchpage.jpg" alt="" height="424" width="801"></span></p>
135 +<p>&nbsp;</p>
136 +<p>&nbsp;</p>
137 +<p><span style="font-size: 115%;">The assessment page contains the following areas:</span></p>
138 +<ol>
139 +<li><span style="font-size: 115%;">Assessment information - top center pane - information about the assessment and assessor</span></li>
140 +<li><span style="font-size: 115%;">Client information - top right pane - information about the client who is the subject of this assessment</span></li>
141 +<li><span style="font-size: 115%;">Main assessment information - middle pane - the CANS/ANSA categories and individual survey items and scores</span></li>
142 +<li><span style="font-size: 115%;">Caregiver assessment information - bottom pane</span></li>
143 +<ol>
144 +<li><span style="font-size: 115%;">Caregiver list - bottom center pane - list of caregivers associated with this client</span></li>
145 +<li><span style="font-size: 115%;">Caregiver assessment - bottom right pane - assessment scores for this caregiver&nbsp;</span></li>
146 +</ol></ol>
147 +<p>&nbsp;</p>
148 +<p><span style="font-size: 115%;">The functionality for viewing a specific type of assessment is described in the following help pages:</span></p>
149 +<ul>
150 +<li> <a href="https://oanet-oacanshelpguide.pbworks.com/w/page/38821309/Help+-+CANS+-+Client+Data+View" search_id="oid.38821309"><span style="font-size: 115%;">Help - CANS - Client Data View</span></a> </li>
151 +<li><a href="https://oanet-oacanshelpguide.pbworks.com/w/page/38789514/Help+-+ANSA+-+Client+Data+View" search_id="oid.38789514"><span style="font-size: 115%;">Help - ANSA - Client Data View</span></a>&nbsp;</li>
152 +</ul>
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354 +<p>There have been no updates on your starred pages, pages you recently edited, tasks assigned / created by you, or updates by users you follow.</p>
355 +<p>(For more information on notifications, see <a target="_new" href="https://docs.pbworks.com/w/page/27843219/Live%20Notifications">the user manual</a>.)</p><p> </p></div>
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379 + <div class="live-close">&nbsp;</div>
380 + </span>
381 + <span id="live-recent-header-title">Recent Items</span>
382 + </div>
383 + <div id="live-recent-content" class="live-content">
384 + <div class="recent-items">
385 + <!-- Recent Wikis -->
386 + <div class="section">
387 + <div class="heading">
388 + <h2>Workspaces</h2>
389 + </div>
390 + <ul id="recent-workspaces">
391 + </ul>
392 + </div>
393 +
394 + <!-- Recent Pages-->
395 + <div class="section">
396 + <div class="heading">
397 + <h2>Pages</h2>
398 + </div>
399 + <ul id="recent-pages">
400 + </ul>
401 + </div>
402 +
403 + <!-- Recent Uploads -->
404 + <div class="section">
405 + <div class="heading">
406 + <h2>Uploads</h2>
407 + </div>
408 + <ul id="recent-uploads">
409 + </ul>
410 + </div>
411 + </div>
412 + </div>
413 + <div id="live-recent-footer" class="live-footer">
414 + <a indepth="true" href="dashboard.html" id="more-recent-link" class="icon eye">View All Activity</a>
415 + </div>
416 +</div>
417 +
418 +<div id="live-starred-dialog" class="live-box live-dialog" style="display: none;">
419 + <div id="live-starred-header" class="live-header">
420 + <span class="live-header-buttons">
421 + <div class="live-close">&nbsp;</div>
422 + </span>
423 + <span id="live-starred-header-title">Starred Items</span>
424 + </div>
425 + <div id="live-starred-content" class="live-content">
426 + <div id="live-starred-heading">
427 + <table class="starred-list table-list">
428 + <thead>
429 + <tr class="header"><th class="icons"></th><th class="name">Name</th><th class="workspace">Workspace</th><th class="sort-desc">Last Edited</th></tr>
430 + </thead>
431 + </table>
432 + </div>
433 + <div id="live-starred-list">
434 + <table class="starred-list table-list">
435 + <tbody id="live-starred-body"></tbody>
436 + </table>
437 + </div>
438 + </div>
439 + <div id="live-starred-empty" class="live-no-content">
440 + <h2>To "star" a Page or File, click the star icon in the top left corner next to the title.</h2>
441 +<div class="image click-stars">
442 + You'll recieve updates via email and can jump to any Starred Item from this panel. For more info, read the <a href="http://docs.pbworks.com/w/page/31066335/Starred-Pages" target="_top">user's manual</a>.
443 +</div> </div>
444 + <div id="tasks-footer" class="live-footer">
445 + <a indepth="true" href="dashboard_002.html" id="more-tasks-link" class="icon eye">View All Starred Items</a>
446 + </div>
447 +</div>
448 +
449 +<div id="live-add-dialog" class="live-box live-dialog" style="display: none;">
450 + <div id="live-add-header" class="live-header">
451 + <span class="live-header-buttons">
452 + <div class="live-close">&nbsp;</div>
453 + </span>
454 + <span id="live-add-header-title">Add a Page, File or Task</span>
455 + </div>
456 + <div id="live-add-content" class="live-content"></div>
457 +</div>
458 +
459 +<div id="live-toaster-notifications"></div>
460 +
461 +<div id="live-button" class="live-box" style="display: none;">
462 + <div id="live-voice-button" class="subbutton live-subbutton" style="display: none;" title="Conference Call">
463 + <div class="icon phonedisabledicon">&nbsp;</div>
464 + </div>
465 + <div id="live-spinner" class="subbutton subbutton-left" style="display: none;">
466 + <img src="spin_bw.gif" alt="Loading...">
467 + </div>
468 + <div id="live-go-online" class="subbutton subbutton-left" style="display: none;">
469 + <span class="online-status offlineicon">&nbsp;</span>
470 + <span class="text">
471 + Offline
472 + </span>
473 + </div>
474 + <div id="live-chat-maintenance" class="subbutton subbutton-left" style="display: none;">
475 + <span class="online-status offlineicon">&nbsp;</span>
476 + <span class="text">
477 + Unavailable
478 + </span>
479 + </div>
480 + <div id="live-roster-button" class="subbutton subbutton-left" title="Chat">
481 + <span class="online-status onlineicon">&nbsp;</span>
482 + <span class="text">
483 + <strong>Chat</strong> (<span class="count"></span>)
484 + </span>
485 + </div>
486 + <div id="live-flyout" class="live-flyout"></div>
487 +</div>
488 +
489 +
490 + <div id="user-notification" class="user-notification">
491 + <span class="">
492 +
493 + </span>
494 + </div>
495 +
496 +
497 +
498 +
499 +
500 +
501 +
502 +
503 +
504 +</body></html>
505 +