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:


Charts

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.


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.


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.


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. 

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.

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.

  1. Datasheets
  2. On-site 

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.


Create client event from calendar

Name: Create client event from calendar
Description: How to create an event/visit/session from the Client's Calendar.
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to Client's Dashboard.
2. Click on the Calendar button.
3. Select the day when you want to create the event.
4. Fill in all the required fields. (including Signature if required)
5. Click on the Save/Save & Close button.

*** Please note, this will create all required documents linked to this event as well.


Create client event from calendar

Step 1: Go to Client's Dashboard.

Step 2: Click on the Calendar button.

Step 3: Select the day when you want to create the event.

Step 4: Fill in all the required fields. (including Signature if required)

Step 5: Click on the Save/Save & Close button.

 


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.


How to save my signature

Step 1: Access your profile.

 

or

Step 2: Click on the Manage button.

Step 3: Click on the Signature tab.

Step 4: Click on the New signature.

Step 5: Draw the new signature inside the box.

Step 6: Click on the green button Sign.