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FileVision Health Help Desk
FileVision Health Help Desk
FileVision Health Help Desk
FileVision Health Help Desk
  • Knowledge Base
  • Sample Page
How Can We Help?

Getting Started

  • Access Your FileVision How To
  • Dictation to Text User Guide
  • FileVision Help
  • Log out of FileVision How to
  • Manage your Account in FileVision
  • Search for a Client or Contact
  • Top Menu Navigation Buttons
  • Overview

    • Articles coming soon

Activity

  • Actions and Document Actions
  • Assessment Tools
  • Case Note Entry Screen
  • Case Note Summary
  • Change Case Details - 1. Overview
  • Change Case Details - 2. How to select a Case
  • Client
  • Client Profile
  • Create a new Case Note
  • Create New Referral
  • Daily Notes
  • Dashboard - Activity Menu Button
  • Editing an Existing Case Note
  • Email
  • Goals
  • How to Add a Screening Note
  • Immunisation
  • My Client List – Dashboard Widget
  • Planned Services
  • Provided Services
  • Risk Register/Safety Concerns/Alerts
  • Stay Details

Client Information

  • Client Information – How to Create or Edit
  • Contacts - How to create or edit Key Contacts
  • Education Tab – How to create or edit
  • Professional Contact – How to create or edit
  • Referral - How to create a new Entry
  • Referral Information– How to Edit and existing referral
  • Referrals Entry and Information
  • Relationship Tab – How to create or edit

Client Summary

  • Alerts - Client Summary
  • Assigned Team Members - Client Summary
  • Child Information - Client Summary
  • Client Goals - Client Summary
  • Client Profile
  • Client Profile - Client Summary
  • Client Summary - Overview of the screen
  • Email
  • Key Contacts - Client Summary
  • Planned Appointments - Client Summary
  • Planned Stays - Client Summary
  • Recent Document Activity - Client Summary
  • Stay History - Client Summary
  • Task List - Client Summary

Documents

  • Actions and Document Actions
  • Create Action Button
  • Document - Glossary of Terms
  • Document Actions
  • Document Input Screen - Saving a New Document
  • Document Recycle Bin
  • Document Search
  • Document View Buttons
  • Document View Screen
  • Documents Menu Button
  • Email
  • Email History Search Results Screen
  • Emailing a Document from the Document View Screen
  • Emailing Documents from the Document Search Screen
  • Export Button
  • FileVision Scanning
  • How to create a Document Action from the Document Details Screen
  • How to install the add-ins
  • How to Search for a Document
  • How to view a Document for a Client
  • Knowledge Centre - How to View and Add into the Knowledge Centre
  • Noticeboard - How to View and Search Items on Noticeboard
  • Saving an Existing Document

Appointments

  • Change of Appointment
  • Daily Notes
  • How to Cancel an Appointment
  • How to Create an Appointment
  • How to Edit an Appointment
  • Make an Appointment
  • Outlook Management
  • Schedules
  • Team Members Scheduling Widget

Dashboard Widgets

  • Daily Notes
  • Expected Bookings
  • Incident Dashboards
  • Latest News
  • My Client List
  • My Task List
  • Recent Referrals and Status Changes
  • Recently Accessed Records
  • Referrals by Service Widget
  • Risk Register - Safety Concerns - Alerts
  • Schedules
  • Schedules
  • Tasks and Actions Overview
  • Unfinalised Case Notes for an Individual User

Goals

  • Goals
  • How to Add a New Goal
  • How to Edit a Goal

Incidents

  • How to create a New Incident (For a Client)
  • Incident Administration
  • Incident Dashboards
  • Incidents

Groups

  • Group Sessions – Standard View
  • Group Set-Up
  • How to Add a New Group
  • How to Complete a Group Session Note - Standard View
  • How to Complete a Group Session Note (Tab View-Group Members)
  • How to Edit an Existing Group
  • How to Review and Add Group Attendee’s
  • Past Session Notes
  • Programme Sessions – Tab View

Reports

  • Daily Handover Report

Enquiry

  • Enquiry Summary Screen
  • How to Create a New Enquiry Entry
  • How to link an Enquiry from the Referral screen

SWiS / MASSiS Programmes

  • SWiS/MASSiS I & A Time Reporting
  • SWiS/MASSiS Programme Details Overview
  • SWiS/MASSiS Tab 1 – Section 1 Pre-Programme Information Programme Information Section
  • SWiS/MASSiS Tab 2 – Section 2 Programme Session Attendees
  • SWiS/MASSiS Tab 3 – Programme Reporting
Popular Articles
  • Access Your FileVision How To
  • Search for a Client or Contact
  • Top Menu Navigation Buttons
  • FileVision Help
  • Log out of FileVision How to
Newest Articles
  • SWiS/MASSiS I & A Time Reporting
  • SWiS/MASSiS Tab 3 – Programme Reporting
  • SWiS/MASSiS Tab 2 – Section 2 Programme Session Attendees
  • SWiS/MASSiS Tab 1 – Section 1 Pre-Programme Information Programme Information Section
  • SWiS/MASSiS Programme Details Overview
Recently Updated Articles
  • Change Case Details - 2. How to select a Case
  • Change Case Details - 1. Overview
  • SWiS/MASSiS I & A Time Reporting
  • SWiS/MASSiS Tab 3 – Programme Reporting
  • SWiS/MASSiS Tab 2 – Section 2 Programme Session Attendees

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