The Landing Page

Menu Structure and General Navigation

Administration

Overview

Role Creation

Organizational Unit Definition

User Creation

Role Assignment

Client Creation

Responsibility Creation

• Supervisor Responsibilities

Taxonomy Creation AKA Tagging

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

Creating a New Report - Overview

Common Reports

Progression Report

Tickler Report

Assessment Aging Report

Clients with No Assessments Report

Outcome Snapshot Report

Outcome Comparison Report

Count Clients Report

Count Assessments Report

Shared Report and Report Subscriptions

Reliable Change Index (RCI) Report

• by Domain
• by Organization Unit

Algorithms

Overview of Algorithms

Setting up Algorithms

Algorithm Reports

Action Plan Operations

Action Plans - Overview

Creating an Action Plan

Creating a Progress Note

Incident Operations

Incidents - Overview

Creating an Incident Report

FAQ: Frequently Asked Questions (and answers!)