Resource Connection

TUTORIAL: RECORDING A RESOURCE CONNECTION

 THE RESOURCE CONNECTION PAGE 

 Record referrals from the Resource Connection page located in the Families section.

The top right has 3 buttons:

1. Add a new referral/connection
2. Print the connections for the family in either the table format as seen on the Resource Connections page or in the PAT Record format
3. View this tutorial

 The page displays all recorded connections. The table allows to sort by column and edit or delete a record.

 ADD A RESOURCE CONNECTION

Click on the new connection button at the top right of the page                    

• A pop-up will open allowing you to enter the Resource Connection information

 A few notes when recording the connection

• Connection Date is the date first discussed.
• If the connection relates to an assessment conducted, indicate the date and tool used.
• Choose when to complete a connection so that they no longer show on the PVR.

RECORDING A RESOURCE CONNECTION FROM THE PVR

Resource Connections on the Personal Visit Record (PVR)

• Add a new connection
• Record a progress note without opening the connection
• Edit the connection or record a new status.

 RECORDING A FOLLOW UP or PROGRESS NOTES TO A RESOURCE CONNECTION

 To update a record, click on the edit pencil for that record.

• Edit the original entry
• Record a new status
• Add a progress note. Progress notes can also be recorded when entering a new status.

Attachments:
TUTORIAL_-RECORDING-A-RESOURCE-CONNECTION.pdf