Care Profiles

+2
57 articles in this collection
Written by Kim Garcia, Alex Cruz, and Allan Yu and 2 others
Help for Users

What does the "Not Shared with Anyone" error mean?

Written by Kim Garcia
Updated over a week ago

How does a User create a Care Profile? (Without an existing account)

Written by Alex Cruz
Updated over a week ago

How does a User create a Care Profile? (With an existing account)

Written by Kim Garcia
Updated over a week ago

How does a User transfer the ownership of a profile?

Written by Kim Garcia
Updated over a week ago

How does a User complete a Profile?

Written by Kim Garcia
Updated over a week ago

How does a User correct and change the name on the profile?

Written by Kim Garcia
Updated over a week ago

How does a User add Emergency Contacts?

Written by Kim Garcia
Updated over a week ago

How does a User change the order of the existing Emergency Contacts?

Written by Allan Yu
Updated over a week ago

Why can't a user edit the email address in the "Emergency Contact" section?

Written by Kim Garcia
Updated over a week ago

How does a User import or add Medical Contact Information?

Written by Mark Valencia
Updated over a week ago

What does a User do if there's no doctor or specialist to include when completing a Care Profile?

Written by Kim Garcia
Updated over a week ago

How does a User add Emergency Information?

Written by Mark Valencia
Updated over a week ago

How does a User add and edit Medical Conditions?

Written by Kim Garcia
Updated over a week ago

How does a User delete a Medical Condition?

Written by Allan Yu
Updated over a week ago

How does a User remove an attachment from a Medical Condition?

Written by Allan Yu
Updated over a week ago

How does a User Delete and Replace an Action Plan?

Written by Kim Garcia
Updated over a week ago

How does a User upload more than one file for the Action Plan?

Written by Kim Garcia
Updated over a week ago

How does a User update an Epipen or Anapen Expiry Date?

Written by Alex Cruz
Updated over a week ago

How does a User add Other Conditions/Disabilities?

Written by Kim Garcia
Updated over a week ago

How does a User add a Note to a Profile?

Written by Kim Garcia
Updated over a week ago

How does a User print a Care Profile?

Written by Alex Cruz
Updated over a week ago

How does a User delete a Care Profile?

Written by Alex Cruz
Updated over a week ago

How does a User respond to a Profile Update Notification?

Written by Mark Valencia
Updated over a week ago

Profile Questionnaire

An overview of a care profile
Written by Alex Cruz
Updated over a week ago

What to do when a User is unable to enter details for a profile?

Written by Alex Cruz
Updated over a week ago

Why can't a Staff Carer access the assigned profiles from groups or eForms?

Written by Kim Garcia
Updated over a week ago

How does a Staff Carer add a Private Note?

Written by Kim Garcia
Updated over a week ago

How does a Staff Carer edit or delete a Private Note?

Written by Kim Garcia
Updated over a week ago

What does it mean when profile is not consented?

Written by Alex Cruz
Updated over a week ago

How does the organisation keep track of who is looking at the profiles?

Written by Kim Garcia
Updated over a week ago

How does a User copy the Person Details from an existing Care Profile to a new one?

Written by Mark Valencia
Updated over a week ago

How often does a User need to update profile information?

Written by Alex Cruz
Updated over a week ago
Help for Administrators

How does an Administrator Import the data from a spreadsheet/existing systems?

Written by Mark Valencia
Updated over a week ago

How does an Administrator add a single Care Profile request?

Written by Mark Valencia
Updated over a week ago

How does an Administrator add multiple Care Profile requests?

Written by Mark Valencia
Updated over a week ago

How does an administrator do the Roll-Over Process for Schools?

Written by Mark Valencia
Updated over a week ago

How does an Administrator do the Roll-Over Process for Schools With Integration?

Written by Mark Valencia
Updated over a week ago

How does an Administrator change the email address of a pending Profile Request (With Integration)?

Written by Mark Valencia
Updated over a week ago

How does an Administrator change the email address of a pending Profile Request (Without Integration)?

Written by Mark Valencia
Updated over a week ago

How does an Administrator send a follow-up Email or SMS Reminder to a Profile Request?

Written by Mark Valencia
Updated over a week ago

How does an Administrator generate a report of profiles with a medical condition?

Written by Mark Valencia
Updated over a week ago

How does an Administrator add Private Notes?

Written by Mark Valencia
Updated over a week ago

How does an Administrator handle Split Family Issues when requesting a Care Profile?

Providing access to more than one parent.
Written by Kim Garcia
Updated over a week ago

How does an Administrator archive multiple profiles?

Written by Kim Garcia
Updated over a week ago

How does an Administrator export the data of Care Profiles?

Written by Mark Valencia
Updated over a week ago

How does an Administrator view the Care Profile changes?

Written by Mark Valencia
Updated over a week ago

How does an Administrator print an Action Plan?

Written by Mark Valencia
Updated over a week ago

How does an Administrator change the Primary Carer of a Shared Care Profile?

Written by Mark Valencia
Updated over a week ago

How does an Administrator Filter the Care Profiles?

Written by Mark Valencia
Updated over a week ago

How does an Administrator view the Duplicates Report and delete the Duplicate Profiles?

Written by Mark Valencia
Updated over a week ago

How does an Administrator check the Staff Carers who viewed a Care Profile?

Written by Mark Valencia
Updated over a week ago

How does an Administrator check the Care Profiles that were viewed by the Staff Carers?

Written by Mark Valencia
Updated over a week ago

Guide to Profile Status Colours

Written by Mark Valencia
Updated over a week ago

Colour Guide: Medical Condition Risk Level

Written by Kim Garcia
Updated over a week ago

How does an Administrator manage a Profile Locally?

Written by Mark Valencia
Updated over a week ago

How does an administrator delete profiles from the Archives?

Written by Troy Westley
Updated over a week ago