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Recordbase Administration Guide
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Recordbase Elite Reports Guide
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Help Center
Recordbase User 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 User Guide
MyRecord
How to disable a Recordbase user
Referrals
Referrals
How to Create a New Referral Using the Referral Wizard
Changing the status of a Referral (inbound or outbound)
Creating an outbound referral
Referral rollback
Absences and Hospitalisations
Auto-accepted Referrals
Creating a new referral
Referral dates and times
Creating a new referral via the inbound referral option
Referral on hold
Referral Notes
Delete a referral
Referral Tasks
See more
Personal details
Creating a Relationship for a Non-Client in Recordbase
How to Add or Update a Person's Profile Picture in Recordbase
Deleting a client
Pronouns in Recordbase
Gender identity
Personal Details
Addresses
How to Add a Direct Relationship
See more
Protocols
Protocols
Create a protocol for a client
Viewing protocols
Edit a protocol
Mark a protocol as historic
Reviewing a protocol
Print a protocol
Delete a protocol
Creating protocol templates
Viewing and editing protocol templates
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KPIs
The process of creating a dashboard KPI
Tips for creating KPIs
Dashboard KPIs
The parts of a Recordbase dashboard KPI
Managing your user account
The importance of security
Viewing your Recordbase calendar using Microsoft Outlook
Medications and Prescribing
Elements of the Medication Screen
What is a Controlled Medication in Recordbase?
Discontinuing/deleting Medication
Viewing Medication Details
Creating a Medication record
What is a Custom medication in Recordbase?
Creating a Prescription
Adding and editing a Registered Practitioner
Medications and Prescribing
Viewing Prescription details
See more
My Graphs
Hours per day
My Graphs Latency
My Graphs - Activities by day
My Graphs
Employment History
Employment History
Personal Plans
Creating a Personal Plan Goal Plan
Personal Plans
Creating a Personal Plan
Outcome Tools
Outcomes Tools
Viewing/printing/editing/deleting an Outcomes tools record
Creating an Outcomes tools record
Notes
Creating a Note
Notes
Activities
Activity conflicts
Creating a group activity
Activity templates
Repeating activities
Mandatory activity information
Editing a group activity
Group Activities
Deleting a group activity
Creating an activity
Copying a previously created group activity
Activities
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Supported Employment
Editing employment plans
Employment plan screen
Employment plan closure rules
Creating employment plans
Closing an Employment plan
Employment Plan Tasks
Vocational activities
Employment Plan Activities
Supported Employment
Employment plan creation requirements
Work preferences
Employment plans
Employment Plan Notes
Employment Plan Outcome
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Goal Plans
Displaying the Goal Plan Progress Chart
Goal Plans
Goal Plan Notes
Goal Plan Activities
Creating a Goal Plan
Complete/cancel a Goal Plan
Goal Plan Actions
Goal Plan Progress
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Incident Management
Rollback to Investigator
Collaborate
Suspend and resume incidents
Incident Management
Accepting incident ownership
Removing an Incident
Rollback to Originator
Removing an Incident
Suspending an incident
Re-Assigning/Transfer an incident
Re-Assigning/transferring an incident
Resuming an incident
Individual incident reports
Submitting an incident to the Investigator
Accepting incident ownership
Additional information about Health and safety
Closing an Incident
Investigator
Submitting an Incident for Reporting
Creating an Incident
The Health and safety workflow
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Finding and browsing clients
Ways to find a client
The Client List
Group Reports
Browse clients by case worker
Browse clients by team
How to view a list of clients currently assigned to me
Accessing clients
Snapshot Report & Description
Caseload Report
See more
Risks
Risks
Reviewing a Risk/Risk reviews
Adding a Risk
Recordbase Screens
Your Dashboard
Recordbase Home Window
Calendar
Foster Care Support
Foster care support
Account Management
The Account details screen
Jobs
Creating an Account
Notes - Account Management
Creating a Contact
Account Management - Activities
Account Management
Reports - Account Management
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Education
Education
Creating a New Qualification
Converting Study to a Qualification
Creating a study record
Medical Tests
Medical Tests
Creating a Medical test
ACC injury claims
Adding an ACC injury claim
Adding a service unit to a purchase order
Adding a purchase order to an ACC injury claim
Calculating used or available hours
Generating ACC quotes
ACC injury claims
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Accessing Recordbase
Reset Recordbase password
Reports
Client Reports
Health
Physical/mental health conditions
Daily care events
Health
Substance and condition priority
Health edit or delete
Smoking status
See more
Attachments
Attaching a document
Attachments
Document processing in Recordbase
The Client Record
Legal Status
Working with a client record
PRIMHD Reviews
Interactions
Editing an interaction
Creating an interaction
Alerts
Adding an alert
Alerts
Tasks
Tasks