After signing up your organisation's account in the CareMonkey system, you will be presented with the CareMonkey Administrator Home Page. You will notice that there are no profiles yet. Don't worry! We'll show you how to upload profiles in a separate article.
First, let's get your organisation set up by going to Tools > Organisation Settings.
Kindly go through all the fields and make sure all information entered is correct.
NOTE: Only the Administrator name, Administrator title, and Administrator email will be shown as the signature to all email notifications sent to Care Profile owners.
Organisation Name: This is already filled out during registration.
Organisation type: Choose from any of the following that applies to your organisation.
Currency: Choose the correct currency for your account.
Custom welcome message: This field is optional and will be added to the default CareMonkey template. Please refer to this article for further information: How does an Administrator add a Custom Welcome Message on Profile Requests?
Frequency care profiles should be updated: Choose how regularly your organisation would require the Care Profile Owners to confirm and update their member's profile information.
Frequency reminder emails: Choose how regularly your organisation would send reminders to Care Profile Owners for any actions they need to do (responding to an eForm, sharing the profile). Please note that the reminder emails will continue to be sent out to the care profile owners until they complete the action.
Preferred Asthma Action Plan: Upload any preferred and recommended generic Asthma action plan (if applicable).
Preferred Anaphylaxis Action Plan: Upload any preferred and recommended generic Anaphylaxis action plan (if applicable).
Allow Staff Carers to send SMS messages: Tick this box to let staff members send SMS messages to the groups they are assigned to.
Allow Staff Carers to create eForms: Tick this box to let staff members create eForms that they can send to the groups they are assigned to. Please note that only the administrators can enable the eForms that the Staff Members have created.
Lastly, you will have to upload your organisation's logo. Kindly check this article for further instructions: How does an Administrator add or change the organisation's logo?
Please also watch this video: