Documentation
The Landing Page
Administration
OVERVIEW
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.
MISCELLANEOUS
Assessment Operations
Assessment Presentation Overview
Client Assessment Data View Options
Client Assessment Data Entry Options
Client Data Review/Approval/Rejection
Caregiver Management & Assessment Functions
Reports
Create New Report
Common Reports
Progression Report
Tickler Report
The Tickler Report serves as a reminder report for assessments due based on the reason for assessment and allows you to better keep track of actions to be completed given their due dates
To run a Tickler report, when you first open the application, you must select the "Reports and Analytics" tab on the top menu bar.
After the pull down menu appears, select the third option marked "Reports"
Of the many options available to you on the drop-down menu on the right, select the first option for "Named and Saved Reports"
Select the "Personal Reports" tab under Saved and Named Reports
Next, in order to create a new report configuration, click on "New Saved Personal Report" represented by the green plus icon
A list of report options should subsequently come up. Proceed to page 2 of this list (by clicking the "next page" arrow towards the bottom of the window") to select Tickler Report
A new report, generically entitled Tickler, should appear in your list of reports.
Additionally, the pane to the right of your screen allowing you to input specific information about the parameters of your report should appear.
Initially, you can use this new pane to change the name your report from the generically-assigned "Tickler," as well as provide a different or more robust description for your report
Next, we will discuss the various parameters you can change in running your report. Note: you can choose to review each parameter individually by clicking on the down arrow next to each parameter (e.g. "Start Date") or you may alternatively elect to expand/collapse all the parameters simultaneously with the "-/+" options on the top left of the right pane
"Start Date": You can choose the specific date for which you would like the report to begin giving information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. ALLOW RUNTIME OVERRIDE NOTE.
"End Date": You can choose the specific date for which you would like the report to stop give information. The options for entry include a pop-up calendar which you can utilize by simply clicking on the small calendar icon on the right of the Start Date entry line OR you may enter the date in the space provided in MM/DD/YYYY format. ALLOW RUNTIME OVERRIDE NOTE.
"Instruments": The instrument option allows you to choose the specific assessment tool you would like the report to be run on. Upon clicking on the down arrow a list of available options appear, from which you can choose your preferred instrument (e.g. "ANSA" or "CANS")
"Organizational Units": The organizational unit represents the geographic or other division of systems. In order to select your preferred organization unit, simply click the down arrow to expand the options, and then proceed to check all the applicable boxes for all locations (e.g. "Sydney") you are interested in for your report.
"Reporting Units": The reporting unit represents the classification of clients based on various factors through the system of tagging. You can select all reporting units of interest by checking all appropriate boxes (and sub-boxes) you want your report to incorporate. Note: this is the only optional parameter, and you need not enter something to generate a report.
After you have made these changes and included all this new information, you should save these factors/parameters using the "Save" button (represented by the floppy disc icon) located on the top of the right pane.
Hitting the save button should update the report displayed on the left pane and also provide that report with a unique ID Number (which should be listed in the far left column of the left pane).
Congratulations, your report is now ready to run! To do this, you can select your new report and select the "Run Report" option on the above bar of options
UNDERSTANDING YOUR 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)