Obsolete Users - Old

Overview

Before people can start to use the Resident’s system, to add pictures or messages, have Video Chats, or to see activity and receive alerts, they need to be set up.

• People need to be set up as Users on the Online Care Portal, so that they can Login.
• They need to be set up as Caregivers in order to receive alerts and to use the letters, messages, and Care Coordination Notes features.
• They need to be set up as Phone People in order to have Video Chats with the Resident, and to appear in the Known Callers List for the Caller ID feature.
  
  

Users

In order to log in to the Online Care Portal, to use the remote Caregiver features of the Resident's system you need a User Account. Your installer should have set up at least one user for you, and assigned that person to be the Primary User or Administrator for the account. This User has sufficient security permissions to add additional Users.

To add users to the Online Care Portal:

1. Log in to the Online Care Portal
2. Click the "Manage Users" button
3. Select the "Actions" tab
4. Click the "Add a New User" button
   
   

User Roles

Choose the proper Role for the New User. Descriptions of each role are included on the New User screen for your convenience. Only those Roles at or below the level of the User doing the data entry will be available.

• Please see User Roles for additional information on each available role.
  
  

Activating the User Account

At the time that you save a New User, that person will receive an email with instructions on how to activate their account, set up a password, and login.

• For additional help with logging in, see the Logging In Help Page.
  
  

Caregivers

Users and Caregivers are often one and the same, but not always, and they are set up separately. The primary purpose of Caregivers is to receive alerts from the system, for example a phone call if the door opens in the middle of the night, or a text if medications haven't been accessed at the proper time. People also need to be set up as Caregivers if they are going to send Messages or Letters on the system.

• Adding Caregivers is explained on the Caregivers Help Page.
  
  

Phone People

The last step is to add people to the Known Callers list. The list is used by the system in two ways. First, it is the list of people who are allowed to have video chats with the Resident. As a security feature, the system will not accept video calls from unknown callers. Second, the list of Known Callers is used on systems that have implemented Caller ID.

• Adding Known Callers is explained on the Phone People Help Page.
  
  

Setting Up Users and Caregivers - Step-by-Step Video

<mediaplayer>File:UsersAndCaregivers.mp4</mediaplayer> (May take a few moments to load before starting)

PDF format

00-01-OUM-0015 Rev C