The Landing Page

Administration

What is Role Creation?

• 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.

What is Organizational Unit Definition?

•  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.

What is User Creation?

•  User Creation allows you to create access information for specific users - name, user name, email address, password

What is Role Assignment?

•  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) . 

What is Client Creation?

• Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
• Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags

What is Responsibility Creation?

• Responsibility Creation involves relating staff, clients, and organizational units.
• 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).
  • a staff person and an Organization
  • a staff person and Clients
  • a staff person and another staff person, e.g. Supervisor Responsibilities

What is Taxonomy Creation AKA Tagging?

• 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. 

Assessment Operations

Assessment Presentation Overview

Client Assessment Data View Options

Client Assessment Data Entry Options

Client Data Review/Approval/Rejection

Assessment Compare Function

Caregiver Management & Assessment Functions

Reports

Create New Report

• Named and Saved Reports

Common Reports

• Progression Report

• Tickler Report

• CANS Reassessment Aging

• Clients in Need of First CANS

• Outcome Snapshot Report

• Outcome Comparison Report

• Number of Clients

• Number of Assessments

Shared Report

Report Subscription

Reliable Change Index Report (RCI)

Algorithms

Overview of Algorithms

Algorithm Reports

Incident Operations

Action Plan Operations

Recommended Treatment

FAQ: Frequently Asked Questions (and answers!)