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
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