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Resource Connection

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TUTORIAL: RECORDING A RESOURCE CONNECTION

 


 THE RESOURCE CONNECTION PAGE 


 

 

 


 ADD A RESOURCE CONNECTION


 Click on “Add a new Resource Connection”

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

 

 




 RECORDING A RESOURCE CONNECTION FROM THE PVR


 Resource Connections can also be recorded from the Family Well-Being section on the Personal Visit Record (PVR)

  • Select “CR” for the Category that fits the reason you are making a referral

  • A pop-up window will open where you record a new Resource Connection. Click “Create” to save.

  • You can refer to the Resource Connection section in the Guardian tab to review and record a follow up to this connection

 

 


 RECORDING A FOLLOW UP or PROGRESS NOTES TO A RESOURCE CONNECTION


 To record a follow up to a Resource Connection

  • Go to the Resource Connection section in the Guardian tab

  • Click on the Edit icon for the Connection you want to record a Follow Up or Progress Note

 

 

  • The “Modify Resource Connection” page opens up. You can edit the Connection, record a Follow Up or Progress Note

  • Click “+Add Connection Follow Up / Progress”

 

 

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

 
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Article details
Article ID: 20
Category: Tutorials
Date added: 2017-10-18 20:41:01
Rating (Votes): Article rated 3.7/5.0 (6)

 
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