Wiki source code of Survey Caregiver Options Help

Last modified by karimpirani on 2014/07/09 16:19

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1.1	1	Survey Caregiver Options
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	5	Assessments may include a section to record an evaluation of one or more caregivers associated with the client.
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	7	This evaluation information is presented at the bottom of the assessment area:
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13.1	9	[[image:survey caregiver options 1.PNG\|\|width="100%"]]
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	13	Caregiver View Options
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	15	~1. Each caregiver will be displayed in the Caregiver List pane in the bottom center section of the page.
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14.1	17	1.1 Double-clicking on a caregiver will show a condensed view of the Caregiver Assessment summary in the lower right pane
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	21	2. As with the other assessment items, clicking on the "+" next to the Caregiver's Assessment condensed view will display the detailed view:
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13.1	23	[[image:survey caregiver options 2.PNG\|\|width="100%"]]
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	29	Caregiver Edit Options
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14.1	31	3. To add or remove caregivers, or to create or edit a caregiver's assessment items, click on the Edit button.
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	36	Caregiver Assessment Edit Options
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12.1	38	[[image:survey caregiver options.PNG\|\|style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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14.1	43	4. The Caregiver assessment items are edited in the same manner as the other items in the assessment
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14.1	45	4.1 To set an assessment value, type the number (1,2,3, or N/A) or click on the button associated with the desired score.
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14.1	47	4.2 To add notes for an assessment item, click on the Notes area associated with that item.
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	50	Caregiver Creation/Deletion Options
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14.1	52	5. To manage the set of caregivers associated with this client, click on the "Add Caregiver Section" icon above the Caregiver List pane.
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14.1	54	5.1 This will display a new window with a list of all caregivers previously created for this client.
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12.1	58	[[image:survey caregiver options 4.PNG\|\|style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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	63	Select/Create Caregiver options
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10.1	65	~1. Reload: reload the current table
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10.1	67	2. Open Selected: opens the selected caregiver and presents their survey information on the main assessment page
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10.1	69	3. Show Filter: Displays filtering options to reduce the number of items presented
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10.1	71	4. Add New Caregiver: Create a new caregiver
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	73	4.1 New Caregiver window appears
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2.1	75	4.2 Enter Caregiver first name, last name, and select their [[relationship with the client>>doc:relationship with the client]]
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	77	4.3. Click on Save
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12.1	79	[[image:survey caregiver options 5.PNG\|\|style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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12.1	83	[[image:survey caregiver options 6.PNG\|\|style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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14.1	88	6. Delete Caregiver
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14.1	90	6.1. Select a caregiver from the list
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14.1	92	6.2. Click on the Delete Caregiver icon
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14.1	94	6.3 A confirmation window appears
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14.1	96	6.3.1 Click Yes to delete the selected caregiver. Note that this will also delete all assessments for this caregiver.
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14.1	98	6.3.2 Click No to cancel the delete.
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	102	Notes
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	104	A. Multiple caregivers can be associated with a given client.
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	106	B. Each assessment can include as many caregivers as desired.
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	108	C. Deleting a caregiver will also delete any assessments associated with that caregiver, over the client's entire history of assessments.
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	110	D. Caregiver name and relationship cannot be changed. If a caregiver's information changes (e.g. Legal Guardian to Foster Father), a new caregiver entry should be created reflecting the change.