Difference between revisions of "Classification Code Setup"

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* '''Outcomes'''
 
* '''Outcomes'''
  
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The codes are in a levels (tiers) to offer a simple yet effective method of monitoring.  Level 2 is a subcategory/breakdown of level 1, level 3 is a subcategory of level 2 and so on.  You can either a single level or multiple levels.  There is no limit to the number of levels, however the on screen report will only show the first three levels, excel extract will include all levels.
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The codes are in a levels (tiers) to offer a simple yet effective method of monitoring.  Level 2 is a subcategory/breakdown of level 1, level 3 is a subcategory of level 2 and so on.  You can either a single level or multiple levels.  There is no limit to the number of levels, however the on screen report will only show the first three levels, excel extract will include all levels. The webinar below gives an overview of the process and there is additional information on this page.
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{{#ev:youtube|4IyFvjDFYzs|790}}
  
  
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=Creating or Editing code groups=
 
=Creating or Editing code groups=
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[[File:CC_list.PNG]]
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[[File:CC_list.PNG|border]]
  
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To edit the name or type of an existing group click on its name.  To create a new group click on the 'Create New Code Grouping' button.  On the following screen complete/edit the following:
 
  
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[[File:CC_editgroup.PNG]]
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To edit the name or type of an existing group click on its name.  To create a new group click on the 'Create New Code Group' button, you will then be taken to the group edit screen including level one codes.
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[[File:CC_editgroup.PNG|border]]
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In the top section of the screen you will be displayed the fields for the Code Group.
 
In the top section of the screen you will be displayed the fields for the Code Group.
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* '''Used For Referrals or Outcomes?''' - Specify if the group is to be used on the Record A Contact screen or on the referral closure page.
 
* '''Used For Referrals or Outcomes?''' - Specify if the group is to be used on the Record A Contact screen or on the referral closure page.
 
* '''Active Code Group?''' - If active then the group can be used with projects.
 
* '''Active Code Group?''' - If active then the group can be used with projects.
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Click on 'Save and Close' to return to the list of groups, or 'Save and Edit Codes' to go to the Tier (Level) 1 code entry screen.
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Click on 'submit' to save any changes, you will remain on the page so that you can create the top level codes of the group (level 1).
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At the top of the page you will be presented a link to return to the list of existing groups.  If you have already created codes in the top level they will be display in the lowers section where they can be managed.  In the right you will find a tree view to show the structure of the code group.  The tree view can be used to navigate around the code structure.
  
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==Navigating through the code setup==
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=Editing Codes=
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From the initial screen you can access the code setup via the 'Go to Tier 1 codes' button or if creating/editing a group by clicking the 'Save and Edit Codes' button.  At the top of the page you are displayed information about where you are in the code structure.  Below are some examples of the location information displayed:
 
  
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===Tier 1===
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Click on the name of the code to wish to:
  
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[[File:CC_tieroneimca.PNG]]
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* Edit
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* Add question for the user to complete when the code is selected
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* Create sub codes
  
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At the top of the above example we can see that we are on the first level, tier one, for a code group called IMCA Decision Codes.  To edit any of the existing codes click on the name of the code, or click the 'Create New Option' button to create a new code.  To add a new sub code to a tier 1 code click on the relevant 'Go to Tier 2' button.  To return to the list of Code groups click on the red link 'Go back to Referral Classification Codes List'.
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[[File:CC_editcode.PNG]]
  
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===Tier 2 onwards===
 
  
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[[File:CC_tier2example.PNG]]
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To edit the selected code make the changes in the top section and click the 'Submit' button.
  
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The above example show that we are in a code group called 'Support Given' and we are in the sub options (tier 2) for the Tier 1 code 'Financial'.  To edit any existing codes click on the name of the code or click the 'Create New Tier 2 Code' button to create a new option.  From here we can then navigate to the next tier, adding sub options for each code on tier 2.  To return to the previous tier we would simply click on the codes options name in the title.  Tier 3 onwards would be managed and navigated just like tier 2.
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If you wish to edit a subcode, click on the name of the sub code to be taken to that codes level and make edits as above.
  
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==Creating and Editing Code options==
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=Adding Codes=
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If your are on tier one this will be displayed at the top, otherwise you will be displayed the name of the option you are adding a sub code to.  To edit an existing code option click on the name or use the 'Create new option' button to create a new code.  Enter/edit the following:
 
  
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[[File:CC_subcodeentry.PNG]]
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You are able to add codes anywhere in the structure of the code group.  If you have just clicked on the code group or just created the code group you will be on level one, clicking create new code will create a level one code.  If you wish to create a sub code, click on the name of the code you wish to add sub codes.  You will find details of the sub code in the top section, click 'Create new code' to create the sub code.
  
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* '''Code Letter/Number (for this option)''' - The system will auto populate the next available code for the tier that you are on.  Tier 1 is alphabetical, tier 2 is numeric, tier 3 is alphabetical and so on.  You can change the suggested code however you need to ensure that is has not been used previously.
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=Adding or editing questions=
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* '''Code Name (Name of the option)''' - This is the displayed name of the code.
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Each code can have questions attached for the user to enter further details.  Questions can be added/edited by selecting the code, which will be displayed in the top section of the page.  Click on existing question to edit it or click 'Create new question' to add one. The following answer fields are available for each question;
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* '''Active?''' - When set to yes this option is available.
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* '''Date'''
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* '''Decimal (Money)'''
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* '''Numeric'''
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* '''Drop down list'''
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* '''Text Box'''
  
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Click on the 'Save Details' button to save the changes and to return to the tier that you were on.  Alternatively yo can click the 'Save and Enter Questions' button to save the changes and create a question that will appear when the code is entered.
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=Navigating the code structure=
  
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==Creating and Editing Questions==
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There are two ways to navigate the code structure;
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* Using the header and codes displayed
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* Using the Code Level Tree
  
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[[File:CC_codequestionlist.PNG]]
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==Navigating using the header==
  
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Questions are used to collect additional information when a code has been selected. You can have multiple question per code.  When creating questions you will be displayed what code you are creating questions for (see the image below).  To edit an exiting an existing question click on the name or click the 'Enter New Question' to create a new one.  Complete the following:
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[[File:ClassCodes_header.PNG|border]]
  
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[[File:CC_newqustion.PNG]]
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The image above displays that we are currently editing the Financial Code in the Support Given Code group.  The following options are available;
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* Click on Go back to group list - This will take you to the page that lists all of the code groups.
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* Click on the code group name - in the example the code group name is Support Given.  Click on support given will display the edit screen for the code group and all level one codes.
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* Click on the name of a code - in the example the displayed code is Financial.  Clicking on financial will take you to the page, with the code edit options at the top, any questions linked to the code and any sub codes for the selected code.
  
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* '''Question Text''' - This is the displayed question.
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Each sub code you click on will expand the header accordingly.  The last displayed option is the current location in the structure.
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* '''Help Text''' - Displayed for the administrator on this page only.
 
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* '''Question Type''' - Select the type of question required:
 
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** '''Date''' - Date box will be displayed.
 
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** '''Decimal''' - Displays a numeric box with two decimal places.
 
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** '''Numeric''' - Displays a numeric box with no decimal places.
 
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** '''Select List'''  - Creates a drop down list for the user to select from.  When saving you will then be asked for the options in the list.  Use the red links to navigate back to the list of questions.
 
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** '''Text''' - Creates a small text box to enter information in.
 
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* '''Active''' - When set to yes this question will be displayed when the code is selected.
 
  
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=Display Full Structure=
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==Navigating using the Code Level Tree==
  
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You can produce a list of codes on the Code Groups page by clicking the 'Display Full Structure' button.  You will then be displayed a list of all the active codes.
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You will find the code tree on the right hand side.  Each code can be expended using the arrows, click a down arrow to display the sub codes, or an up arrow to shrink.  To view, edit or see the sub codes of a code click on the code name in the tree structure.
  
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[[File:CC_structure.PNG]]
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[[File:ClassCodes_tree.PNG|border]]
  
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=Using Codes=
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=Re-Naming Classification Codes=
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Once the code group and codes have been setup they need to be enabled in each project that requires them.  Please see [[Project_Set_Up#Code_Settings_tab|Project Set Up]] for details.  Below is an example of how the codes will appear to the user:
 
  
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[[File:CC_example.PNG]]
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You can use the [https://wiki.dizions.co.uk/index.php/Terminology Terminology] option to give your codes a more relevant name. Especially if they are used to classify your referrals or contacts.
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[[File:helpheader_small.png|right]]

Latest revision as of 14:37, 2 October 2023

Helpheader small.png


Menu classcodes.PNG

Introduction

Classification Codes are a flexible tiered coding system that can be used to report on various different statistics:

  • Presented Issues
  • Support Provided
  • Information Given
  • Leaflets
  • Outcomes

The codes are in a levels (tiers) to offer a simple yet effective method of monitoring. Level 2 is a subcategory/breakdown of level 1, level 3 is a subcategory of level 2 and so on. You can either a single level or multiple levels. There is no limit to the number of levels, however the on screen report will only show the first three levels, excel extract will include all levels. The webinar below gives an overview of the process and there is additional information on this page.


Looking at the diagram below, if information about Dentists was given then this would be a code of A1C, Local Information (A)/Medical(1)/Dentists(C).

SS 38.png

Classification codes can be used either on the Record A Contact screen (as well as the history tab) or on the referral closure page as outcome codes, this is specified on the codes tab per project setup. Each project can also use multiple groups of codes, so you could use Presented Issues, Support Given and Outcomes.

Creating or Editing code groups

CC list.PNG


To edit the name or type of an existing group click on its name. To create a new group click on the 'Create New Code Group' button, you will then be taken to the group edit screen including level one codes.


CC editgroup.PNG


In the top section of the screen you will be displayed the fields for the Code Group.

  • Code Group Name - The name of the group/collection of codes.
  • Used For Referrals or Outcomes? - Specify if the group is to be used on the Record A Contact screen or on the referral closure page.
  • Active Code Group? - If active then the group can be used with projects.

Click on 'submit' to save any changes, you will remain on the page so that you can create the top level codes of the group (level 1).

At the top of the page you will be presented a link to return to the list of existing groups. If you have already created codes in the top level they will be display in the lowers section where they can be managed. In the right you will find a tree view to show the structure of the code group. The tree view can be used to navigate around the code structure.

Editing Codes

Click on the name of the code to wish to:

  • Edit
  • Add question for the user to complete when the code is selected
  • Create sub codes

CC editcode.PNG


To edit the selected code make the changes in the top section and click the 'Submit' button.

If you wish to edit a subcode, click on the name of the sub code to be taken to that codes level and make edits as above.

Adding Codes

You are able to add codes anywhere in the structure of the code group. If you have just clicked on the code group or just created the code group you will be on level one, clicking create new code will create a level one code. If you wish to create a sub code, click on the name of the code you wish to add sub codes. You will find details of the sub code in the top section, click 'Create new code' to create the sub code.

Adding or editing questions

Each code can have questions attached for the user to enter further details. Questions can be added/edited by selecting the code, which will be displayed in the top section of the page. Click on existing question to edit it or click 'Create new question' to add one. The following answer fields are available for each question;

  • Date
  • Decimal (Money)
  • Numeric
  • Drop down list
  • Text Box

Navigating the code structure

There are two ways to navigate the code structure;

  • Using the header and codes displayed
  • Using the Code Level Tree

Navigating using the header

ClassCodes header.PNG

The image above displays that we are currently editing the Financial Code in the Support Given Code group. The following options are available;

  • Click on Go back to group list - This will take you to the page that lists all of the code groups.
  • Click on the code group name - in the example the code group name is Support Given. Click on support given will display the edit screen for the code group and all level one codes.
  • Click on the name of a code - in the example the displayed code is Financial. Clicking on financial will take you to the page, with the code edit options at the top, any questions linked to the code and any sub codes for the selected code.

Each sub code you click on will expand the header accordingly. The last displayed option is the current location in the structure.

Navigating using the Code Level Tree

You will find the code tree on the right hand side. Each code can be expended using the arrows, click a down arrow to display the sub codes, or an up arrow to shrink. To view, edit or see the sub codes of a code click on the code name in the tree structure.

ClassCodes tree.PNG

Re-Naming Classification Codes

You can use the Terminology option to give your codes a more relevant name. Especially if they are used to classify your referrals or contacts.

Helpheader small.png
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