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Version 35.1 by sghareeb on 2014/06/24 18:31

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sghareeb 12.1 1 = [[__The Landing Page__>>doc:The Landing Page]] =
sghareeb 4.1 2
sghareeb 35.1 3 = Menu Structure and General Navigation =
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karimpirani 23.1 5 = Administration =
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karimpirani 24.1 7 OVERVIEW
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sghareeb 13.1 10 What is [[__Role Creation__>>doc:Role Creation]]?
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sghareeb 13.1 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.
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sghareeb 13.1 14 What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?
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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.
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18 What is [[__User Creation__>>doc:Administration: User Creation]]?
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20 * User Creation allows you to create access information for specific users - name, user name, email address, password
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22 What is [[__Role Assignment__>>doc:Role Assignment]]?
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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) .
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26 What is [[__Client Creation__>>doc:Client Creation]]?
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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
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31 What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]
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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]]
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39 What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?
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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.
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karimpirani 24.1 43 (((
44 MISCELLANEOUS
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47 [[Batch Uploads>>doc:Batch Uploads]]
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49 [[Admin Visibility Rules>>doc:Admin Visibility Rules]]
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51 [[I(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)nstrument Visibility Rules>>doc:Instrument Visibility Rules]]
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53 [[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]
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jmendelsohn 7.2 56 = Assessment Operations =
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sghareeb 14.2 58 [[Assessment Presentation Overview>>doc:Assessment Presentation Overview]]
jmendelsohn 7.2 59
karimpirani 17.1 60 [[Client Assessment Data View Options>>doc:Client Assessment Data View Options]]
jmendelsohn 7.2 61
karimpirani 17.2 62 [[Client Assessment Data Entry Options>>doc:Client Assessment Data Entry Options]]
jmendelsohn 7.2 63
karimpirani 18.1 64 [[Client Data Review/Approval/Rejection>>doc:Client Data Review/Approval/Rejection]]
jmendelsohn 7.2 65
karimpirani 18.1 66 [[Assessment Compare Function>>doc:Assessment Compare Function]]
jmendelsohn 7.2 67
karimpirani 18.2 68 [[Caregiver Management & Assessment Functions>>doc:Caregiver Management & Assessment Functions]]
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sghareeb 3.1 70 = Reports =
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karimpirani 19.2 72 Create New Report
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karimpirani 19.2 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);"]]
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karimpirani 19.2 77 Common Reports
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karimpirani 19.2 79
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81 Progression Report
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83 * (((
karimpirani 33.1 84 [[Tickler Report>>doc:Tickler Report]]
karimpirani 19.2 85 )))
karimpirani 25.2 86
karimpirani 19.2 87 * (((
karimpirani 34.1 88 [[Assessment Aging>>doc:Assessment Aging]]
karimpirani 19.2 89 )))
90 * (((
91 (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Clients in Need of First CANS
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93 * (((
94 (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Snapshot Report
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96 * (((
97 (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Outcome Comparison Report
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99 * (((
100 (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients
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102 * (((
103 (% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments
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106 (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Shared Report
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108 (% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription
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110 Reliable Change Index Report (RCI)
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karimpirani 23.1 112 == Algorithms ==
karimpirani 19.2 113
jmendelsohn 7.1 114 [[Overview of Algorithms>>doc:algorithms_overview]]
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karimpirani 23.1 116 [[Setting up Algorithms>>doc:Setting up Algorithms]]
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sghareeb 3.1 118 [[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]
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karimpirani 23.1 122 == Action Plan Operations ==
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karimpirani 23.1 124 [[Action Plans - Overview>>doc:Action Plans - Overview]]
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karimpirani 23.1 126 [[Creating an Action Plan>>doc:Creating an Action Plan]]
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karimpirani 23.1 128 [[Creating a Progress Note>>doc:Creating a Progress Note]]
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131 == Incident Operations ==
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133 [[Incidents - Overview>>doc:Incidents - Overview]]
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135 [[Creating an Incident Report>>doc:Creating an Incident Report]]
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137 == ==
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karimpirani 22.1 139 == [[Recommended Treatment>>doc:Recommended Treatment]] ==
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karimpirani 21.1 141 == [[FAQ: Frequently Asked Questions (and answers!)>>doc:FAQ: Frequently Asked Questions (and answers!)]] ==