Associates
Redwheel
:redwheel > functionality

Client Information

Client information is the heart of REDWheel. It provides direct access to all of the client´s information within the database, from a single screen. From this screen the user is able to:

  • Maintain multiple client addresses with address comments
  • Identify clients GP from a GP pick list
  • Show equipment on issue to client
  • Issue equipment to client
  • Raise delivery, collection requests
  • Raise repair requests
  • Access to standard letter set
  • Raise / change appointments
  • Record client´s medical information
  • Client search facility (name, address, phone, etc)
  • Look up client history and open actions
  • Offers a range of standard client reports

REDWheel

Multiple addresses for a client

REDWheel allows you to keep multiple addresses for each client. Each addresses has the ability to hold a general comment allowing you to provide discrete information concerning that client / address.

Appointment facility

The appointment screen allows the user to enter all data necessary for the provision of an appointment, including type of appointment (home visit, clinic, etc), assessor´s name and request information. These selections can be fine tuned to provide optional letters, reports to be printed by REDWheel.

The appointment screen also has a waiting list facility which is stored in a bring forward file allowing the user to select appointment details at a later date while retaining the initial request date.

Supplying equipment to clients

REDWheel allows the user to search and pick from a product list which provides information on the supplier, current stock level, un-refurbished stock level, and any quantity already on order. At this stage a product can be added to the order list (REDWheel maintains a pick list of outstanding items to be ordered) or drawn from stock.

REDWheel allows the user to enter new products that do not currently exist in the product list held within REDWHEEL. This includes the ability to enter a new manufacturer or supplier.

REDWheel allows the user to raise orders for products that have been previously identified for procurement (order list). This allows the user to group products against specific suppliers thus obtaining possible bulk order discount.

REDWheel

Works order system

A comprehensive works order module exists in REDWheel providing automated delivery, repair, collection, and stock movement facilities. All works orders are identified as activities which allow for full reporting from the client, product, or contractor aspect.

Medical information

Current REDWheel modules hold and report on general and specific disabilities against each client record. A text file is also available which allows medical aspects to be recorded in note form. Due to the modular design of REDWheel specialised medical record modules can be written address common core data.

Management Reports

REDWheel provides a complete set of management information. These management reports are available at any time and can be set to report on a specific month / year or by a user period (days, months, years, etc). Reports can be selectively run at any time.

For ease the user only needs to select the reports that are of interest by selecting the "yes" button beside each report required. Having decided on which reports are to be printed the "Run Report" button is pressed. The rest of the process is automatic.

As with all other aspects of the REDWheel system the user can produce customised reports which can include embedded commands to export the information to another application such as a spread sheet for further manipulation.

Product History / Traceability

One of the key features of REDWheel is its ability to track and record product history. By simply entering the serial number of the product in question REDWheel will provide a full history from point of purchase through issues, collections, repairs, collections and refurbishment, to disposal.

In the case of a product recall notice REDWheel can be used to search for all equipment, by product (NSV) code and provide a location list for action.

REDWheel

Data Exchange

REDWheel´s underlying database application Microsoft Access forms part of Microsoft Office which allows you to move data between Microsoft Access, Word, Excel, and Powerpoint. This makes activities such as mail shots, business reports and presentations a more integrated process. For example by attaching data from REDWheel to a quarterly business report in word spread sheets, equipment / fund holder lists can be automatically updated.

REDWheel can accept data from many other database applications such as DATAEASE, TEARA, PARADOX, FOXPRO, ETC enabling existing data held on current wheelchair and seating databases to be transferred.

Security

REDWheel provides three basic levels of security which are represented by user groups. Each user group can hold many user names all having the same permission levels within REDWheel / Microsoft Access. Each security level is described below:

Administrator: provides the highest level of access allowing users to add/amend data structures and all objects within REDWheel, establish user security levels and carry out actions as described in the Manager and Staff levels.

Manager: produce query, report and macro objects. Carry out actions as described in the Staff level.

Staff: amend client data.

To learn more about REDWheel functions, please contact us.

making IT work