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