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Help Center
Recordbase User Guide
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
Creating a new referral via the inbound referral option
Referral on hold
Delete a referral
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Personal details
How to Add a Direct Relationship
Personal Details
Deleting a client
Addresses
How to Add or Update a Person's Profile Picture in Recordbase
Creating a Relationship for a Non-Client in Recordbase
Gender identity
Pronouns in Recordbase
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Protocols
Protocols
Create a protocol for a client
Viewing protocols
Reviewing a protocol
Creating protocol templates
KPIs
Dashboard KPIs
The parts of a Recordbase dashboard KPI
Managing your user account
Viewing your Recordbase calendar using Microsoft Outlook
The importance of security
Medications and Prescribing
Adding and editing a Registered Practitioner
Viewing Prescription details
Medications and Prescribing
Creating a Prescription
What is a Custom medication in Recordbase?
My Graphs
My Graphs Latency
My Graphs
My Graphs - Activities by day
Employment History
Employment History
Personal Plans
Creating a Personal Plan
Personal Plans
Outcome Tools
Creating an Outcomes tools record
Notes
Notes
Creating a Note
Activities
Copying a previously created group activity
Deleting a group activity
Editing a group activity
Group Activities
Activities
Creating an activity
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Goal Plans
Complete/cancel a Goal Plan
Goal Plan Actions
Goal Plan Progress
Creating a Goal Plan
Incident Management
Investigator
Creating an Incident
The Health and safety workflow
Submitting an Incident for Reporting
Finding and browsing clients
Accessing clients
Caseload Report
Snapshot Report & Description
Risks
Adding a Risk
Recordbase Screens
Recordbase Home Window
Calendar
Foster Care Support
Foster care support
Account Management
Account Management - Activities
Account Management
Reports - Account Management
Education
Creating a study record
Accessing Recordbase
Reset Recordbase password
Reports
Client Reports
Attachments
Document processing in Recordbase
Attachments
Alerts
Alerts
Tasks
Tasks
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