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Recordbase Administration Guide
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Help Center
Recordbase Administration Guide
Recordbase User Guide
Referrals
Personal details
Protocols
KPIs
Managing your user account
Medications and Prescribing
My Graphs
Employment History
Personal Plans
Outcome Tools
Notes
Activities
Supported Employment
Goal Plans
Incident Management
Finding and browsing clients
Risks
Recordbase Screens
Foster Care Support
Account Management
Education
Medical Tests
ACC injury claims
Accessing Recordbase
Reports
Health
Attachments
The Client Record
Interactions
Alerts
Tasks
Recordbase Administration Guide
Drop-down lists
Roles
Allocated hours
Hospitalisation and Absence Templates
Goal Templates
Master Data
Users
Extracts
Prescribers
Templates
Activity Templates
Referral Task Templates
Recordbase Elite Reports Guide
Elite Reports
Cluster Reports
Statement of Outcomes
Recordbase Product News and Updates
Recordbase update guides
Covid-19
Help Center
Getting started
Troubleshooting
How tos
FAQs
How tos
Recordbase Administration Guide
Drop-down lists
Modifying a dropdown list item
Changing the dropdown list item order
Deleting a dropdown list item
Dropdown lists
Creating a dropdown list item
See more
Roles
Create and manage Recordbase roles
Menu function role permissions
Add permissions to a role
Adding Users to a Role
Allocated hours
Reporting periods
Allocated hours
Allocated hours detail
Allocated hours reporting
Hospitalisation and Absence Templates
Creating absence task templates
Deleting absence task templates
Modifying absence task templates
Deleting hospitalisation task templates
Modifying hospitalisation task templates
Creating hospitalisation task templates
See more
Goal Templates
Creating a goal template
Editing a goal template
Creating actions for a goal template
Master Data
Person Interaction types
Referrers
How to Create a New Activity Breakdown Type in Recordbase
Create a new activity type
Create a new activity classification type
See more
Users
User - Activity
What's on the Users Screen?
Removing a goal template
User - Sign On History
User - Account Details screen
How to add a client to a Blacklist
How to manage role permissions for users
How to manage team access for users
Recordbase User Management
How to Create a Recordbase User
How to Hide a Person from an Individual User in Recordbase
See more
Extracts
Extracts
The Extracts screen
Prescribers
Deleting prescribers
Modifying prescribers
Creating Prescribers
Templates
How to markup a Word template for Recordbase
Activity Templates
Creating an activity template
Removing an activity template
Editing an activity template
Referral Task Templates
Deleting referral task templates
Create a referral task template
Modifying referral task templates
Deleting referral task template tasks