Wiki source code of Survey Caregiver Options Help

Last modified by karimpirani on 2014/07/09 16:19
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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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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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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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23 [[image:survey caregiver options 2.PNG||width="100%"]]
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29 **Caregiver Edit Options**
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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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38 [[image:survey caregiver options.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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43 4. The Caregiver assessment items are edited in the same manner as the other items in the assessment
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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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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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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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54 5.1 This will display a new window with a list of all caregivers previously created for this client.
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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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65 ~1. **Reload:** reload the current table
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67 2. **Open Selected:** opens the selected caregiver and presents their survey information on the main assessment page
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69 3. **Show Filter:** Displays filtering options to reduce the number of items presented
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71 4. **Add New Caregiver:** Create a new caregiver
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73 4.1 New Caregiver window appears
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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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79 [[image:survey caregiver options 5.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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83 [[image:survey caregiver options 6.PNG||style="width: 80%; margin-right: auto; margin-left: auto; display: block;"]]
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88 **6. Delete Caregiver**
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90 6.1. Select a caregiver from the list
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92 6.2. Click on the Delete Caregiver icon
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94 6.3 A confirmation window appears
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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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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.