Paua user guide and documentation

GENERAL

• Using this guide
• Browser Support
  • Recommended Browsers
• Important Concepts
  • Client Status
  • Client vs Person
  • Programmes
• Useful Tips
  • Spell Checking
  • Typing Macrons
  • Entering dates in Paua
• User roles and access
  • Roles
  • Sys Manager
  • Admin
  • Supervisor
    • Basic User
  • User Permissions
    • Clients
    • People
    • Custom Fields
    • Auditing
    • Backup
    • Enquiries
    • Evaluation / Assessment Forms
    • Goals
    • Groups
• Data Security
  • Paua Servers
    • Production
    • Staging / Backup
    • Inter Server Data Transfers
  • Paua Application
    • Passwords
  • Backups
    • Server Locations
    • Server Backups
    • Production Database Backups
    • Transfer From Production to Staging server
    • Data Replication on the Backup server
    • Agency Backups
• Privacy and Security Policy
  • Security
  • Confidentiality
• Two Factor Authentication
  • What is two factor authentication
  • Two factor authentication for Paua
  • How to enable two factor authentication for Paua
  • Logging on with two factor authentication in Paua
  • Disabling two factor authentication in Paua
  • Recommendations

GETTING STARTED

• Logging in to Paua
  • Failed Logins
• Initial Setup

CLIENT MANAGEMENT

• Client Management
• Searching for clients
  • The Client Search Page
  • The Search Criteria
  • Date Range Searches
• Client Workflow
  • Adding a new client
    • Creating a client with a new person
    • Creating a client from an existing person
  • Activating a Client
  • Exiting a Client
  • Sign off a client
• Editing client details
  • The main client page
  • Editing the personal details
    • Adding and Editing Contact Details
    • Adding Addresses
• Family Members
  • Adding a new family member
    • Create family member with new person
    • Create Family Member from an existing person
• Family Clients
  • Creating Family Clients
    • The Primary Client
    • The Subsidiary Clients
    • Switching Primary Client
• Interested Parties
• Goals
  • Adding a Goal
  • Editing a goal
  • Resetting a Goal
• Client Contacts
  • Adding a new client contact
    • Save Draft
    • Save Final
• Outcomes and Properties
  • Setting up Outcomes and Properties
  • Creating an Outcome/Property Group
  • Creating an Outcome/Property
  • Filling in Outcomes/Properties for a Client
• Client Notes
  • Adding a new note
    • Save Draft
    • Save Final
• Issues
  • Adding a new issue
  • Editing an issue
• Attachments
  • Adding an attachment
  • Viewing attachments
  • Deleting attachments
• User Defined Forms
  • Process Types
  • Forms
    • Adding Questions
    • Reordering Questions
    • Deleting a question
    • Deleting a form
    • Making a copy of a form
  • Filling in a form with client data
    • Add New Form Based Process
    • Outstanding Form Based Processes
    • Completed Form Based Processes
    • Print Blank Form
    • Printing Completed Form
• Standard Forms
  • Filling in the forms
  • Outputting the form data
• Client Assessments
  • Creating an Assessment
  • Filling in an Assessment
  • Assessment Analysis (single client)
  • Assessment Analysis (multiple clients)
• Client Evaluations
  • Creating an Evaluation
  • Filling in an Evaluation
  • Evaluation Analysis
• Client Form Letters
  • Enabling Form Letters
  • Creating Form Letters
  • Uploading the letter to Paua
  • Inserting the client details and downloading the completed document
• Client Reminders
  • Manual Reminders
    • Adding a Manual Reminder
    • Deleting the Manual Reminder
    • Resetting the Manual Reminder
    • Active Reminders
  • Automatic Reminders
    • Enabling Automatic Reminders
    • Overriding Automatic Reminders parameters at Programme Level
    • Resetting Automatic Reminders
    • Deleting Automatic Reminders
• Safety Alerts
  • Setting an Alert
  • The Alert Process
• Duplicate Clients
  • Spotting duplicates
  • Merging duplicates

GROUPS

• Groups
• Searching For Groups
• Adding a New Group
• Adding Members to the Group
• Editing Member Details
• Add New Session
• Editing a Session
• Attachments
• Concluding a Group
• Links between Group and Client Modules
  • From Groups to Client
  • From Client to Groups
• Non-Client Group Workflow
  • Before You Add a New Non-client Group
  • Setting up the Non-Client Group
  • Add New Session
  • Editing a Session
  • Attachments
  • Concluding a Group
• Group Printouts
  • Summary Printout
  • Full Printout
  • Medical and Contact Details
  • Attendance Table

CALENDAR

• Calendar
  • Adding bookings in the calendar
  • Editing and Deleting calendar bookings

ENQUIRIES

• Enquiries
  • Search Enquiries
  • Stats Breakdown
  • Add New Enquiry
  • Edit an Enquiry

REPORTS

• Reports
  • Report security
  • Reports menu option
    • General Reports
    • Time Spent Reports
    • Group Reports
    • Mental Health / PRIMHD
    • Evaluation Forms
    • Standard Form Output
    • Client Access Report
  • Client reports from client list page
    • Printable Client List
    • Client and family member list
    • Printable Address List
    • Stats Breakdown
    • Assessment Statistics
    • Client Outcomes
    • Open Closed Issues
    • Download Client Data
  • User defined reports from client list page
    • Client Listings
    • Contact Breakdowns
    • Contact Listings
  • Dashboard
    • Active Clients by Month
    • New Clients by Month
    • Exited Clients by Month
    • Contact Numbers by Month
    • Hours Spent on Contacts by Month
  • Other Reports
    • Enquiry Statistical Breakdown
• PRIMHD
  • What is PRIMHD?
    • How does PRIMHD relate to Paua?
    • What Data is Extracted
      • Referral Discharge
      • Activities
      • Supplementary Consumer Records
      • Collection Occasions
    • Which clients are selected?
  • Setting up PRIMHD
    • Connecting to MoH
    • Setting up Paua for PRIMHD
      • Enable PRIMHD
      • Setup PRIMHD Programmes
      • Code Mappings
  • Generating the extract file
    • The main zip file
    • Extract summary file
    • Residence summary file
  • Dealing with errors
• Evaluation Forms
  • Creating Evaluation Forms
  • Copying an existing form
  • Adding Questions to the Form
  • Editing Questions
  • Deleting Questions
  • Entering Evaluation Responses
  • Keeping track of how many forms are given out
  • Running the Evaluation Analysis
• Outcome Reporting
  • Using Client Outcomes
    • Setting up the Outcome
    • Fill in the outcomes
    • Reporting on the outcome
  • Using Client Assessments
    • Setting up the Assessment Forms
    • Entering the responses
    • Analysing the results
  • Using Goals
    • Entering the data
    • Analysing the results
  • Other Methods

ADMINISTRATION

• Dropdown Lists
  • Accessing the lists
  • Editing the Lists
    • Adding
    • Editing
  • Non standard dropdowns
  • Dependent dropdowns
    • Referral Source Type
• Users
  • Accessing User Maintenance
  • Creating or Editing a user
  • Saving the User Record
  • Resetting a User’s Password
• Preferences
  • General Preferences
    • Logo
    • Client List Columns
    • Contact List Columns
    • Limit Person Name change to Admin users
    • Report durations in hours and minutes
    • Age Range replaces DOB
    • Maximum number of hours on client contacts
    • Number of items in paginated lists
    • Filter contact types by programme
    • Filter goal types by programme
    • Filter optional fields by programme
    • Required fields by programme
    • Prevent Contacts after exit
  • Login and Security
    • Password reset interval
    • Session Timeout in Minutes
  • Enable Optional Features
    • Enable Family Module
    • Enable Programme Transfers
    • Enable Standard Forms
    • Enable Corrections Information
    • Enable Interim Referrals
    • Enable Non Client Groups
    • Enable Onward Referral Monitoring
    • Enable Online Backups
    • Enable Form Letters
    • Enable Auto Reminders
    • Delete Reminders on Exit
  • Suppress Standard Features
    • Client Notes
    • Calendar
    • Group Module
    • User Defined Forms
    • Enquiries Module
    • Evaluation Forms
    • Client Assessments
    • Client Evaluations
    • Client Properties
  • Case Note Security
  • Optional Fields
    • Client Fields
    • Person Fields
    • Contact Fields
    • Group Fields
    • Client Issue Fields
    • User Fields
  • Mandatory Fields
    • Mandatory Fields at Exit
    • Iwi Mandatory for Maori Clients
  • Suppressed Fields
  • Restricted Reports
  • Temporary Settings
    • Allow inactive values in dropdowns
  • Family Module Preferences
  • Premium Features
    • Enable Large Attachments
    • Enable PRIMHD
    • Change your Timezone
• Backups
  • Purpose of the Online Backups
  • Enabling Backups
  • Obtaining the Backups
  • Using the Backups
    • MySQL
    • Data Definitions
    • Data
    • Notes/Exclusions