Documentation (Documentation.WebHome)

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= [[__The Landing Page__>>doc:The Landing Page]] =

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= [[Menu Structure and General Navigation>>doc:Menu Structure and General Navigation]] =

= Administration =

OVERVIEW

What is [[__Role Creation__>>doc:Role Creation]]?

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* 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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What is [[__Organizational Unit Definition__>>doc:Organizational Units Definition]]?

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* 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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What is [[__User Creation__>>doc:Administration: User Creation]]?

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

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What is [[__Role Assignment__>>doc:Role Assignment]]?

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* 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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What is [[__Client Creation__>>doc:Client Creation]]?

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* Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code

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* Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags

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What is [[__Responsibility Creation__?>>doc:Responsibility Creation]]

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* Responsibility Creation involves relating staff, clients, and organizational units.

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* 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).

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** a staff person and an [[__Organization__>>doc:Organizational Units Definition]]

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** a staff person and [[__Clients__>>doc:Clients]]

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** a staff person and another staff person, e.g. [[__Supervisor Responsibilities__>>doc:Supervisor Responsibilities]]

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What is [[__Taxonomy Creation AKA Tagging__>>doc:Administration: Tag Creation]]?

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* 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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====== __**MISCELLANEOUS**__ ======

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[[Batch Uploads>>doc:Batch Uploads]]

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[[Admin Visibility Rules>>doc:Admin Visibility Rules]]

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[[I(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)nstrument Visibility Rules>>doc:Instrument Visibility Rules]]

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[[OU-Domain-Client Administrator Setup Tips>>doc:OU-Domain-Client Administrator Setup Tips]]

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= Assessment Operations =

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[[Assessment Presentation Overview>>doc:Assessment Presentation Overview]]

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[[Client Assessment Data View Options>>doc:Client Assessment Data View Options]]

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[[Client Assessment Data Entry Options>>doc:Client Assessment Data Entry Options]]

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[[Client Data Review/Approval/Rejection>>doc:Client Data Review/Approval/Rejection]]

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[[Assessment Compare Function>>doc:Assessment Compare Function]]

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[[Caregiver Management & Assessment Functions>>doc:Survey Caregiver Options Help]]

= Reports =

Create New Report

* [[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);"]]

Common Reports

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[[Progression Report>>doc:Progression Report]]

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[[Tickler Report>>doc:Tickler Report]]

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[[Assessment Aging Report>>doc:Assessment Aging]]

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[[Client with No Assessments Report>>doc:Clients with No Assessments Report]]

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[[Outcome Snapshot Report>>doc:Outcome Snapshot Report]]

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[[Outcome Comparison Report>>doc:Outcome Comparison Report]]

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(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Clients

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(% style="line-height: 20.53333282470703px; background-color: rgb(245, 245, 245);" %)Number of Assessments

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[[Shared Report>>doc:Shared Reports]]

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(% style="font-size: 14.666666984558105px; background-color: rgb(245, 245, 245);" %)Report Subscription

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Reliable Change Index Report (RCI)

== Algorithms ==

[[Overview of Algorithms>>doc:algorithms_overview]]

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[[Setting up Algorithms>>doc:Setting up Algorithms]]

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[[Algorithm Reports>>url:http://wiki.objectivearts.com/bin/view/Documentation/Algorithm+Reports||style="font-size: 13.63636302947998px; background-color: rgb(245, 245, 245);"]]

== Action Plan Operations ==

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[[Action Plans - Overview>>doc:Action Plans - Overview]]

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[[Creating an Action Plan>>doc:Creating an Action Plan]]

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