Resource Connection

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