Content

Introduction

This article is meant to provide you with details on the Keywords Tab in System Configuration.

If you have a question not addressed here, you can search at the bottom of this article in Related Topics or you can Contact Support.

Explanation and Purpose of System Configuration

System Configuration is the configuration control center for your agency’s extendedReach system. The Keywords Tab is where you will various aspects what and how your agency will work with eR.

Access

Hover over System Settings and click on “System Configuration”.

Image: “System Configuration Access Screen”

Keywords

Be sure to begin in “Edit Mode”, by clicking on the “Edit” button at the top of the screen.

Image: “System Configuration: Keywords Tab Access Screen”

Save your changes/additions/edits by clicking on “Save” button at the top of the screen.

Image: “Save”

System Keywords

Image: “Keywords: System”

Field Name Description
Shared File Categories These will display as categories in the Shared Forms and Files tab under the Resources Side Menu

Case Keywords

Image: “Keywords: Case”

Field Name Description
Races List all races here that can be chosen from using the drop-down menu on the case profile
Religions List all religions here that can be chosen from using the drop-down menu on the case profile
Languages List primary languages here that can be chosen from using the drop-down menu on the case profile
Education List all education levels that can be selected using the drop-down menu on the case profile
Income List the income ranges that can be selected using the drop-down menu on the case profile
Employment Include the employment statuses that can be selected using the drop-down menu on the case profile
Relationship Type(s)
Address Book Categories
Relationship Properties
Claim Resubmit/Reject Reasons
DSM IV Codes

Staff Keywords

Image: “Keywords: Staff”

Field Name Description
Rate Level Indicate all credentials a staff member may hold
Staff Documents (Mandated) List all staff documents that are mandated
Staff Documents (Other) List any miscellaneous staff documents to be acquired
Staff Trainings (Mandated) List all staff trainings that are mandated
Staff Trainings (Other) List any miscellaneous staff training that can be completed

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