Difference between revisions of "Disabilities"

Revision as of 09:37, 23 January 2018

Location in standard build: Administration > Drop-Down Lists > Disabilities

File:Dis 1.png

The Disabilities drop-down list is used to populate lists of disabilities that orgs/people on the system may have.

Examples of use

• When users fill in a main disability for a person, for example on the Client Details screen, this list governs the options they have.
• If a person has more than one disability, this can be stored in the Disabilities for... section using the options created in this list.

The list of disabilities

The list of disabilities is usually set up as part of pre-implementation, so it's rare that you will need to configure a Disabilities list from scratch. However, as with any other Drop-Down List, they can be edited or changed over time.

Click on the menu item. This will show you the list of Disabilities that are currently set up on the system.

File:Dis 2.png

Click on "Enter New Disability" to add a new entry to the list, or click on the name of an existing one to edit it.

You can now enter/edit the following details:

• Disability Name
• Notes (for information on this screen only; these are not displayed on reporting outputs, nor are they carried into any entries of [[Disabilities for...}disabilities for orgs/people]])
• Display Order
• Active Disability? - whether this Disability is available for use on the system or not

Click "Save Details" when done.

File:Dis 4.png

Merging Disabilities

When viewing a Disability, there is a link to "Merge Disabilities" (if you have the correct Group Access permissions).

File:Dis 5.png

Clicking this link will allow you to merge another entry in the list with the one you are currently viewing.

For example, if you have separate categories of "Stroke" and "Aphasia", and you want to merge them into one called "Stroke and Aphasia";

Start with the one you wish to keep

Click on "Stroke";

File:Dis 6.png

Then, on the next page, click "Merge Disability".

File:Dis 7.png

Select the Disability to be removed/merged

You will be taken to a screen where you can pick the other disability category to be merged into this one. Select "Aphasia" and then click "Merge Data".

File:Dis 8.png

Confirm Merge

Now a final warning - click "OK";

File:Dis 9.png

Check the updated list

You will be returned to the list of disabilities. The merged category has been removed and the category you kept remains. Any orgs/people who had the merged category selected on their records will have had their records updated so that they now have the category that you kept selected on their records instead.

Finally, you may wish to change the name of the category you kept by clicking on it;

File:Dis 6.png

File:Dis 10.png

Examples of use

The options set up in the list of Disabilities are used:

• On the Client Details screen, when a user selects a Disability for a client (or on any other org/person Type's Details screen if they have the Disability field visible)
• On the Disabilities for... page, where a user can enter multiple Disabilities for a person

Reporting outputs

Data entered using the list of Disabilities is available:

• As part of a data extraction, both as a filter and an output - only the "Main Disability" field is available for Data Extractions.
• In the KPI Report Designer as a filter - for example, the "Number of Clients Accessing Service By Main Disability" report
• On the Blue Folder Lookup page, using the "Full Disability Records" option to add columns to the output spreadsheet

Rob Kay - manual author (talk) 10:27, 27 April 2015 (BST)