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Recordbase User Guide

Recordbase User Guide

MyRecord

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

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Personal details

Addresses

Direct relationships

Personal Details

Gender identity

Pronouns in Recordbase

Deleting a client

How to Add or Update a Person's Profile Picture in Recordbase

Creating a Relationship for a Non-Client in Recordbase

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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 parts of a Recordbase dashboard KPI

Tips for creating KPIs

The process of creating a dashboard KPI

Dashboard KPIs

Managing your user account

Viewing your Recordbase calendar using Microsoft Outlook

The importance of security

Medications and Prescribing

Viewing Prescription details

Medications and Prescribing

Adding and editing a Registered Practitioner

Creating a Prescription

What is a Custom medication in Recordbase?

Creating a Medication record

Viewing Medication Details

Discontinuing/deleting Medication

What is a Controlled Medication in Recordbase?

Elements of the Medication Screen

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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

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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

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Incident Management

The Health and safety workflow

Creating an Incident

Submitting an Incident for Reporting

Investigator

Closing an Incident

Additional information about Health and safety

Accepting incident ownership

Submitting an incident to the Investigator

Individual incident reports

Resuming an incident

Re-Assigning/transferring an incident

Re-Assigning/Transfer an incident

Suspending an incident

Removing an Incident

Rollback to Originator

Removing an Incident

Accepting incident ownership

Incident Management

Suspend and resume incidents

Collaborate

Rollback to Investigator

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Finding and browsing clients

Caseload Report

Snapshot Report & Description

Accessing clients

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

See more

Risks

Adding a Risk

Reviewing a Risk/Risk reviews

Risks

Recordbase Screens

Recordbase Home Window

Your Dashboard

Your Calendar

Foster Care Support

Foster care support

Account Management

Reports - Account Management

Account Management

Account Management - Activities

Creating a Contact

Notes - 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 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