Articles

Backup Client

Name: Backup Client
Description: How to create a full backup of a Client.
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to Client's Dashboard.
2. Click on Manage.
3. Click on the Backups tab.
4. Click on the Request Backup button.
5. Once the Backup is completed you will receive an email and the backup file will appear here for you to download.

Important Notes:

This will backup all Documents associated with the client.
You are responsible for the storage required for the data.

Backup Client

Step 1: Go to Client's Dashboard.

Step 2: Click on Manage.

Step 3: Click on the Backups tab.

Step 4: Click on the Request Backup button.

Step 5: Once the Backup is completed you will receive an email and the backup file will appear here for you to download.

After is done:

by Editor

Charts

A chart is a highly effective way of presenting information since it tends to highlight the data behavior and trends better than tables. Any study or investigation that requires recollecting and managing data should include charts for a better analysis, interpretation, and visualization of the results. Among these, ABA Therapies need them to analyze client behavior over time.

Why use charts?

Provides immediate access to the behavioral log.
Having real-time info about the variations of data incentives exploration.
Offers assistance when judging.
Promotes independent judgment and interpretation.
Effective source of feedback.

Charts in Office Puzzle
Office Puzzle offers the possibility to create charts with a powerful and fully customizable system while also providing a friendly and usable interface.

One of its main features is having multiple types of datasets available:

Dataset	Description
Baseline	Expected behavior of data, used for comparative purposes
Average	Average of values through a day, week, month, or year
Total	The total value of data during a day, week, month, or year
Rate	Occurrence of an event during a unit of time
Count	The total value of data collected
Session count	Count of sessions during a day, week, month, or year

There are other multiple features available such as:

Show multiple datasets at the set time on the same chart
Customize X and Y axis (title, color, max value, min value, etc)
Customize each dataset (title, color, associated axis, type, etc)
Add tags, solid, dashed, and dotted lines
Show data on daily, weekly, monthly, or yearly intervals

As a team, we are confident that using the charts from our software will definitely make your work easier. If you need more information, just email us at hello@officepuzzle.com.

by Editor

Create client event with EVV

Name: Create client event with EVV
Description: How to create an event/visit/session with EVV (Electronic Visit Verification)
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to Client's Dashboard.
2. Click on the Clock in button.
3. Fill in all the required fields.
4. Click on the Start Session button.
5. Now you can collect Data, capture Signatures, access linked Documents, etc.
6. Once the visit is over, click on the End button.
7. Fill in all the required fields. (including Signature if required)
8. Click on the End Session button.

Important Notes:

You are recommended to use our Mobile APP on your cellphone since GPS coordinates are more accurate.
If you don't see the Clock In button, your agency might have disabled this feature for you.
If GPS coordinates are required by the agency the device used (Phone, Tablet, Laptop) will need to have GPS capabilities and permission granted to Office Puzzle.
You can also create an event directly from the Calendar, but this will not include EVV information. Please click here for more details.

Create client event with EVV

Step 1: Go to Client's Dashboard.

Step 2: Click on the Clock in button.

Step 3: Fill in all the required fields.

Step 4: Click on the Start Session button.

Step 5: Now you can collect Data, capture Signatures, access linked Documents, etc.

You continue working for the duration of the session.

Step 6: Once the visit is over, click on the End button.

Step 7: Fill in all the required fields. (including Signature if required)

Step 8: Click on the End Session button.

by Editor

Link or Unlink events with documents

Name: Link or Unlink events with documents
Description: How to Link or Unlink events with documents.
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to Client's Dashboard.
2. Click on the Documents button.
3. Look for the document you would like to Link/Unlink events and open it
4. Click on the Linked Events tab.
5. Check/Uncheck, the event(s) that you want to Link/Unlink with the document.
6. Click on the Update Linked Events button.

*** If you are missing or have extra information in your documents that is generated directly from the events in the calendar most probably the document is not linked to the events. These steps will help you Link/Unlink these events.

Link or Unlink events with documents

Step 1: Go to Client's Dashboard.

Step 2: Click on the Documents button.

Step 3: Look for the document you would like to Link/Unlink events and open it

**** As an example, please note that your documents might be called different.

Step 4: Click on the Linked events tab.

Step 5: Check/Uncheck, the event(s) that you want to Link/Unlink with the document.

Step 6: Click on the Update Linked Events button.

by Editor

On-site Data Collection

If you are like me you probably don't like working twice. To avoid collecting data on a datasheet (a.k.a. piece of paper) and then transferring the data into an Electronic System.

Office Puzzle provides a native solution to avoid doing this manual process and of course, avoid any mistakes while doing this. This is called On-Site Data Collection and is our attempt to allow providers to collect data while in the field with their clients in real-time, This data is directly transferred both to the Datasheets and the Charts automatically.

This is as simple as just clicking a button from the mobile, tablet, or computer.

You can read more about all of our supported Data Collection methods here.

You could also collect data directly from our Datasheets please click here to read more about it.

Office Puzzle provides you with a detailed data collection system, fast and easy to handle. With several ways to add, organize, visualize and analyze with care and precision your client's data. Making the difficult and tedious work of adding handwritten information disappear.

As a team, we are confident that collecting your client's data from our software will definitely make your work easier. If you need more information, just email us at hello@officepuzzle.com.

by Editor

Datasheets for Data Collection

From our datasheets, you will be able to add the data collected for your client, as you would do it from a sheet of paper for the entire month of work.

Using a digital platform for this will prevent minor mistakes such as:

All calculations are made automatically by the system, so no more calculations are needed on your side.
Adding data for days not worked, the system will automatically make them appear in grey, while the rest will be blank and ready to add the data collected on it.
Add the initials of the person who collected data for that day,
Add comments if needed.
Add digital signatures
Lock datasheet to prevent modification after
Printing them into PDF for storage or distribution.

You can read more about all of our supported Data Collection methods here.

Examples:

We have another way of collecting called “On-site data collection” please click here to read more about it.

by Editor

Data Collection

¿What is Data Collection, why is it important?

Data collection is the process of recording information, using different methods, according to the type of service provided. By using data collection and analysis methods, it is easier for professionals to measure and report accurate and real data in order to make the right decisions in determining what will be the most effective way to modify or improve the quality of the services they provide.

There are several types of data collection. For example, in the case of some therapies such as ABA, an analyst will determine what kind of data to collect depending on the type of information he or she needs about the behavior or response being evaluated.

Our system has implemented more than 15 data collection methods, on which we have worked to perfect it for your benefit, that you can employ regardless of the therapy you are using for your client.

Type	Description	Methods
Event Recording	The number of occurrences by a unit of time. Ex: hour, day, week, interval.	Frequency, Count, Rate
Time Sampling	Collect data at periodic points in time or time periods rather than on a consistent basis.	Whole Interval, Partial Interval, Momentary Time Sampling
Timing	Length of time the behavior, or event occurred.	Duration, Response Latency, Interresponse Time
Trial	Several ways to easily record whether a response has been Correct, Incorrect, or there was no response to the test applied.	Discrete Trial Teaching, Incident Teaching, Percentage of Opportunities
Task analysis	Task analysis is used to break complex tasks into a sequence of smaller steps or actions.	Forward Chaining, Backward Chaining, Total Task Chaining, Backward Chaining with Leaps Ahead

Data collected in the system is linked directly to the graph to be able to follow the progress of your client.

We mostly offer two ways of collecting data, click on each one of the methods below to learn more about it.

by Editor

Live Chat Support

Previously, getting in touch with support was only available in its most basic forms: calling a phone number for assistance or physically going to the company's shop. Today, we are in an age where raising concerns is at our very fingertips.

Support is a way for customers to get help either through instant messaging platforms, email, or toll-free telephone services. Integrated support applications allow agents or administrators to respond to text chats from the many customers using the website. It allows a company to engage visitors to the system, both reactively and proactively, with the anticipation of increased interactivity and trust with website visitors.

Our support team is just as important as the other teams because they are one of the direct connections between users and our system. We strive to deliver first-class customer service, which means combining some of our main qualities: quick resolutions, helpful and empathetic agents, and commitment to the issues that matter to our clients.

You can reach us through your preferred channels: live chat from Monday to Friday, from 9:00 am to 5:00 pm (EST), as well as through our email support@officepuzzle.com.

by Editor

Custom Templates

A custom template is created from a previously established model, trying as much as possible to keep the formatting, fonts, margins, and styles. It applies to forms, documents, tables, or any other type of document.

Advantages

Easy transition
By keeping the same formatting used on paper, any user can easily transition without having to stop and think about how the document is completed.

Standardization
As documents are automatically generated by the system, it is guaranteed that they all keep the same format, avoiding errors in fields that need to be updated such as dates, names, addresses, etc. It also ensures that all documents are generated with the latest version approved by the organization.

Autocompletion
Many fields can extract dynamic information specific to the client in question without the manual insertion by the user, saving document creation time.

Availability
As they are digital documents, access to them is guaranteed whenever needed.

Security
Being stored in the cloud and encrypted, all access is controlled and limited to authorized personnel.

Office Puzzle supports custom templates and offers a variety of pre-designed documents. If you need more information, just email us at hello@officepuzzle.com.

by Editor

Save user signature

Name: Save user signature
Description: How to save the signature of a User
Difficulty: Easy
Duration: Less than 1 minute
Summary:
1. Access your profile.
2. Click on the Manage button.
3. Click on the Signature tab.
4. Click on the New signature.
5. Draw the new signature inside the box.
6. Click on the green button Sign.