Advice and answers from the CareMonkey Team

Care Profiles

+2
58 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 copy Contact Details of another User or a Profile?

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 this week

How does an Administrator add a single Care Profile request?

Written by Mark Valencia
Updated this week

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 this week

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

Written by Mark Valencia
Updated this week

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

Written by Mark Valencia
Updated this week

How does an Administrator add Private Notes?

Written by Mark Valencia
Updated this week

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

Written by Kim Garcia
Updated over a week ago

How does an Administrator archive multiple profiles?

Written by Kim Garcia
Updated this week

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 this week

How does an Administrator print an Action Plan?

Written by Mark Valencia
Updated this week

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 this week

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

Written by Mark Valencia
Updated this week

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

Written by Mark Valencia
Updated this week

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 this week

How does an administrator delete profiles from the Archives?

Written by Troy Westley
Updated over a week ago