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FileVision Online Help

Cholmondeley Knowledge Base

Introduction

  • Accessing FileVision Health
  • Agencies - Getting Started
  • Changing your Password in FileVision Health
  • Field Types & Keyboard Navigation
  • Main Dashboard Widgets
  • My Profile in FileVision
  • Search for a Client or Contact
  • Top Menu Navigation Buttons

Referrals

  • Create a New Referral
  • Creating or Matching the Child and Key Contacts for a new Referral
  • Referral Processing
  • Referrals in Progress (Not Submitted) Widget

Client Information/Contacts

  • Case Note Entry Screen
  • Case Note Summary Screen & Filters
  • Child Notes Entry Screen
  • Client Information – How to Create or Edit
  • Client Summary - Overview of the Screen
  • Client Summary Screen - Widgets
  • Editing an Existing Case Note
  • Education Tab – How to create or edit
  • Key Contacts
  • Professional Contact – How to create or edit
  • Referrals Entry and Information
  • Relationship Tab – How to create or edit
  • Search for a Client or Contact

Medications/Health Needs

  • How change a Non-Current Medication/Health Need to be Current
  • How to Edit, Add and Remove Medical Practitioner Information for a Client
  • How to Edit, Add, Make Non-Current and Remove Allergies and Intolerances for a Client
  • How to Edit, Add, Make Non-Current and Remove Health and Dietary Needs for a Client
  • How to Edit, Add, Make Non-Current and Remove Medications for a Client
  • Medications/Health Needs Screen

Activity Menu

  • Actions and Document Actions
  • Add Appointment
  • Assessment Tools
  • Client & Client Profile
  • Considerations
  • Daily Admissions Screen
  • Dashboard - Activity Menu Button & Search for a Client or Contact
  • Email
  • Goals
  • Safety Concerns
  • Stay Details

Documents

  • Document Actions
  • Document Search
  • Document View Screen
  • Documents - Glossary of Terms
  • Knowledge Centre - How to View and Add into the Knowledge Centre
  • Noticeboard - How to View and Search Items on Noticeboard
  • Saving a New Document – Using the Add-In Method
  • Saving a Word Document into a PDF - Using the Add-In Method
  • Saving an Existing Document

Assessment Tools

  • Assessment Tools
  • Clinical Team Assessment & Creating a New One
  • How to Edit and Finalise an existing Clinical Team Assessment for a Client
  • Search for Submitted Clinical Team Assessments in Ad-Hoc Edit Reporting and the Feedback Dashboard

Surveys

  • Child Surveys - Add And Finalise a New Child Survey
  • Child Surveys - Edit and Finalise an existing Child Survey for a Client
  • Child Surveys - Locate the Submitted Child Surveys in the Feedback Dashboard
  • Child Surveys - Open
  • Child Surveys - Search for Submitted Child Surveys in Ad-Hoc Edit Reporting
  • School Survey - Edit and Finalise an existing School Survey for a Client
  • School Surveys - Ad-Hoc Edit Reporting and Feedback Dashboard
  • School Surveys - Info and Adding a New One
  • Survey Feedback Dashboard
  • Whanau Surveys - Edit and Finalise an existing Whanau Survey for a Client
  • Whanau Surveys - Info, Add and Finalise a New Survey and Email a Survey
  • Whanau Surveys - Search Ad-Hoc and Submitted Surveys in the Feedback Dashboard

Reports

  • General Reports - Reports
  • Reports - Master Suite
  • Reports - Quality Governance

Featured Articles

Popular Articles
  • Accessing FileVision Health
  • Changing your Password in FileVision Health
  • Field Types & Keyboard Navigation
  • Search for a Client or Contact
  • Top Menu Navigation Buttons
Newest Articles
  • Reports - Quality Governance
  • General Reports - Reports
  • Reports - Master Suite
  • Survey Feedback Dashboard
  • Whanau Surveys - Search Ad-Hoc and Submitted Surveys in the Feedback Dashboard
Recently Updated Articles
  • Reports - Quality Governance
  • General Reports - Reports
  • Reports - Master Suite
  • Survey Feedback Dashboard
  • Whanau Surveys - Search Ad-Hoc and Submitted Surveys in the Feedback Dashboard
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