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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
    • Team Leader
      • 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
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