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
Which clients are selected?
Setting up PRIMHD
Connecting to MoH
Setting up Paua for PRIMHD
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
Paua
Index
Index